Runway

Notes

3935 observations, newest first
GME Q2 investment marks reconciliation gap USDm = 37.7
Catalyst run-ups2026-09-09 12:36
A news scan found the headline 'GME Q2 investment marks reconciliation gap USDm'. Retrieved on September 9 premarket, the information originated from the issuer on September 8, 2026. This is based on the company's financial disclosure and management presentation, which may have some bias and has not been independently confirmed. The cash flow rows show a derivative gain of 203.6 and an equity unrealized gain of 72.1, totaling 275.7, compared to an approximate net gain of 238 on August 31. The difference may be due to variations in definitions or netting, which has not yet been reconciled. There was a digital asset loss of 75, which remains unchanged and does not indicate a spot sale. https://news.gamestop.com/news-releases/news-details/2026/GameStop-Discloses-Second-Quarter-2026-Results/default.aspx
GME Q2 free cash flow USDm = 60.7
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about GameStop Corporation's second quarter free cash flow in millions of US dollars. Retrieved on September 9 before the market opened, the information originated from the issuer on September 8, 2026, which is the closest corporate financial disclosure available, but it may be biased towards the management's presentation and has not been independently corroborated. The prior free cash flow was 113.3 million US dollars. The operating cash flow was 62.4 million US dollars, compared to 117.4 million US dollars, and the capital expenditures were 1.7 million US dollars, compared to 4.1 million US dollars. The free cash flow for the first half of the year was 393.6 million US dollars, compared to 302.9 million US dollars, and it preserved the quarterly amount compared to the first half of the year. https://news.gamestop.com/news-releases/news-details/2026/GameStop-Discloses-Second-Quarter-2026-Results/default.aspx
GME Q2 collectibles sales USDm = 356.3
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about GameStop Corporation's, or GME, second quarter collectibles sales in millions of US dollars. Retrieved on September 9 premarket, this information originated from the issuer on September 8, 2026, which is the closest corporate financial disclosure available, and is based on a management presentation, which may have bias and has not been independently corroborated. The prior year's sales were 227.6 million US dollars, with a 45.1 percent increase versus a 23.4 percent mix. New sales categories are included with prior numbers recast for comparison. https://news.gamestop.com/news-releases/news-details/2026/GameStop-Discloses-Second-Quarter-2026-Results/default.aspx
GME FY adjusted EBITDA floor USDm = 650
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about GameStop Corporation, ticker symbol GME, fiscal year adjusted EBITDA floor in millions of US dollars. Retrieved on September 9 premarket, the information originated from the issuer on September 8, 2026, which is the closest corporate financial disclosure, and is based on management presentation, which may have bias and has not been independently corroborated. The adjusted EBITDA floor was raised from more than 600 to more than 650 million US dollars, with the first half at 339.7 million US dollars, setting a new future expectation despite actual results being within preliminary numbers. https://news.gamestop.com/news-releases/news-details/2026/GameStop-Discloses-Second-Quarter-2026-Results/default.aspx
GME Q2 operating income USDm = 160.2
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about GameStop's second quarter operating income in millions of US dollars. Retrieved on September 9 before the market opened, the information comes from the company itself, dating back to September 8, 2026, and is based on a management presentation, which may have bias and has not been independently confirmed. The prior operating income was 66.4 million US dollars, and on August 31, a preliminary estimate of 150 to 170 million US dollars was given. The adjusted operating income was 158.7 million US dollars, compared to 64.7 million US dollars, and the net income was 298.7 million US dollars, which is within the preliminary estimate of 290 to 310 million US dollars. The adjusted net income was 161.1 million US dollars, compared to 138.3 million US dollars. https://news.gamestop.com/news-releases/news-details/2026/GameStop-Discloses-Second-Quarter-2026-Results/default.aspx
GME Q2 net sales USDm = 790.2
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about GameStop Corporation's second quarter net sales in millions of US dollars. Retrieved on September 9 before the market opened, this information originated from the issuer on September 8, 2026, and is based on the company's financial disclosure and management presentation, which may have some bias and has not been independently confirmed. The prior year's sales were 972.2 million US dollars, and on August 31, a preliminary estimate of 780 to 800 million US dollars was given, with the actual result being near the midpoint of this range. This sales period covers 13 weeks starting from August 1. https://news.gamestop.com/news-releases/news-details/2026/GameStop-Discloses-Second-Quarter-2026-Results/default.aspx
BRZE FY revenue guide midpoint USDm = 911.5
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about BRZE's fiscal year revenue guidance. The information was retrieved on September 9, before the market opened. The data originated from the company on September 8, 2026, and is based on a management presentation, which may have bias and has not been independently confirmed. The revenue guidance is between 910 million and 913 million US dollars for the fiscal year, with a non-GAAP operating profit margin of 75.5 to 76.5 percent and earnings per share of 0.64 to 0.65 US dollars. https://www.sec.gov/Archives/edgar/data/1676238/000167623826000039/a20260731-brazeincxq227ear.htm
BRZE Q2 FCF USDm = 21.744
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about BRZE's second quarter free cash flow in US dollars, millions. Retrieved on September 9, premarket, the information originated from the issuer on September 8, 2026, which is the closest corporate financial disclosure available, but it is based on a management presentation and has not been independently corroborated. The prior free cash flow was 3.533. The operating cash flow was 24.212, compared to 6.952, with capital expenditures of 1.170 and capitalized software of 1.298 million. The cash and securities were 413.9, compared to 415.9 million on January 31. https://www.sec.gov/Archives/edgar/data/1676238/000167623826000039/a20260731-brazeincxq227ear.htm
BRZE Q2 GAAP operating loss USDm = -18.1
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about BRZE's Q2 GAAP operating loss in millions of US dollars. Retrieved on September 9 premarket, the information originated from the issuer on September 8, 2026. This is the closest corporate financial disclosure available, but it may be subject to management presentation bias and has not been independently corroborated. The prior loss was 38.8 million dollars. The adjusted operating loss was 22 million dollars compared to 6 million dollars. The stock-based compensation, or SBC, which is a type of employee compensation that is paid in stock, was 35.661 million dollars compared to 39.549 million dollars. https://www.sec.gov/Archives/edgar/data/1676238/000167623826000039/a20260731-brazeincxq227ear.htm
BRZE Q2 GAAP gross margin percent = 66.8
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about BRZE's Q2 results. Retrieved on September 9 before the market opened, the information is from the company itself, dated September 8, 2026. This is the closest corporate financial disclosure available, but it may be biased towards the management's presentation and has not been independently verified. The GAAP gross margin percent was previously 67.7%. The non-GAAP gross margin was 68.6% compared to 69.3% in the previous period. The Net Retention Rate was 110% compared to 108%, and the number of customers was 2789 compared to 2422. https://www.sec.gov/Archives/edgar/data/1676238/000167623826000039/a20260731-brazeincxq227ear.htm
BRZE Q2 revenue USDm = 227.2
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about BRZE's Q2 revenue in USD millions. Retrieved on September 9 premarket, the information comes from the issuer on September 8, 2026, which is the closest corporate financial disclosure, but it may have management presentation bias and is not independently corroborated. The revenue increased by 26.2%, which is above the prior guide of 219.5 to 220.5 million dollars. The subscription revenue was 207.7 million dollars versus 171.8 million dollars, and the services revenue was 19.6 million dollars versus 8.3 million dollars. No numeric organic bridge was found in the release. https://www.sec.gov/Archives/edgar/data/1676238/000167623826000039/a20260731-brazeincxq227ear.htm
KFY Q1 cash flow disclosure gap
Catalyst run-ups2026-09-09 12:36
A news scan found the headline 'KFY Q1 cash flow disclosure gap' retrieved on September 9 premarket. This information comes from the issuer on September 9, 2026, and is based on the company's financial disclosure and management presentation, which may have bias and has not been independently verified. The release does not include a statement of cash flows, and the latest submission to the Securities and Exchange Commission, an 8K form, was available as of September 9, but it is not the quarterly report, or 10Q, for the first quarter. As a result, the amount of cash the company has after capital expenditures and stock-based compensation remains unverified. https://ir.kornferry.com/news-events/press-releases/detail/733/korn-ferry-announces-first-quarter-fiscal-2027-results-of-operations
KFY Q2 fee revenue guidance midpoint USDm = 869
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about KFY's Q2 fee revenue guidance. The information was retrieved on September 9, before the market opened. The data came from the company on September 9, 2026, as part of a management presentation, which may have some bias and has not been independently confirmed. The guidance range is 860 to 878 million US dollars, which includes AMS for September and October after the close on September 1. The adjusted earnings per share is expected to be between 1.30 and 1.40 US dollars, with a margin of 16.8 to 17.2 percent. The guided increase cannot be called organic. https://ir.kornferry.com/news-events/press-releases/detail/733/korn-ferry-announces-first-quarter-fiscal-2027-results-of-operations
KFY Q1 adjusted EBITDA USDm = 128.2
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about KFY's first quarter results, retrieved on September 9, before the market opened. The information comes from the company itself, dated September 9, 2026, and is based on a management presentation, which may have some bias and has not been independently verified. The prior adjusted EBITDA was 120.4 million US dollars, with a margin of 17 percent, which remained flat. The net result was 69 million US dollars, compared to 66.6 million US dollars, with a margin of 9.1 percent, compared to 9.4 percent. The earnings per share were 1.32 US dollars, and the adjusted earnings per share were 1.43 US dollars. https://ir.kornferry.com/news-events/press-releases/detail/733/korn-ferry-announces-first-quarter-fiscal-2027-results-of-operations
KFY Q1 fee revenue USDm = 756.5
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about KFY's first quarter fee revenue in millions of US dollars. Retrieved on September 9 premarket, the information comes from the issuer on September 9, 2026, which is the closest corporate financial disclosure, and may reflect management presentation bias without independent corroboration. The prior revenue was 708.6, which is a 7% increase in actual and constant currency. Specifically, Search increased by 10% and Workforce Solutions increased by 11%. New business was 832.3 versus 742.2, and contracted remaining was 1915 versus 1674.1 million. https://ir.kornferry.com/news-events/press-releases/detail/733/korn-ferry-announces-first-quarter-fiscal-2027-results-of-operations
CNM H1 payable cash source USDm = 301
Catalyst run-ups2026-09-09 12:36
A news scan found the headline retrieved on September 9, premarket. The information comes from the issuer, dated September 9, 2026, which is based on a management presentation and may have bias, without independent confirmation. The previous number was 196; the increase in operating cash flow is also due to lower taxes, working capital, and net income; the tax receivable agreement payments for the first half of the year were 42 million USD, compared to 18 million USD; and the company spent 257 million USD on buying back its own shares in the first half of the year. https://www.sec.gov/Archives/edgar/data/1856525/000185652526000091/cnmq22026earningspressrele.htm
CNM H1 adjusted EBITDA USDm = 500
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about CNM's first half results, retrieved on September 9, premarket. This information comes from the company itself, dated September 9, 2026, and is based on a management presentation, which may have some bias and has not been independently verified. The company has reaffirmed its full-year guidance of 950-980 USD million and operating cash flow of 60-70% of EBITDA. In the first half, sales were 4055, which is a 1.3% increase, mainly due to acquisitions. https://www.sec.gov/Archives/edgar/data/1856525/000185652526000091/cnmq22026earningspressrele.htm
CNM Q2 OCF USDm = 62
Catalyst run-ups2026-09-09 12:36
A news scan found the headline retrieved on September 9, premarket. The information was originally released by the issuer on September 9, 2026, which is the closest corporate financial disclosure, and is based on a management presentation, which may have bias and has not been independently corroborated. The company's operating cash flow, or OCF, for the first half of the year was 144 million USD, compared to 111 million USD, and capital expenditures, or capex, were 32 million USD, compared to 23 million USD, with net debt of 2166 million USD. https://www.sec.gov/Archives/edgar/data/1856525/000185652526000091/cnmq22026earningspressrele.htm
CNM Q2 adjusted EBITDA USDm = 274
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about CNM's second quarter financial results. Retrieved on September 9 premarket, the information was originally released by the company on September 9, 2026. According to the management presentation, which may have some bias and has not been independently confirmed, the adjusted EBITDA was up by 3.0 percent, with a margin of 12.8 percent. The net result was over 150, which is an increase of 6.4 percent, and the earnings per share, or EPS, was 0.77, which is a 10 percent increase, partly due to the company buying back its own shares. https://www.sec.gov/Archives/edgar/data/1856525/000185652526000091/cnmq22026earningspressrele.htm
CNM Q2 net sales USDm = 2145
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about CNM's Q2 net sales in USD millions. Retrieved on September 9 premarket, the information originated from the issuer on September 9, 2026. This is the closest corporate financial disclosure available, but it is based on a management presentation and has not been independently verified. The net sales increased by 2.5%, with a gross profit of 573, which is a 2.3% increase, and a margin of 26.7% compared to 26.8% previously. The contributions of acquisition, volume, and price to these numbers are not provided separately. https://www.sec.gov/Archives/edgar/data/1856525/000185652526000091/cnmq22026earningspressrele.htm
SAIL FY revenue guidance midpoint USDm = 1270
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about SAIL's fiscal year revenue guidance. The information was retrieved on September 9, before the market opened, and was originally issued on September 9, 2026. This guidance comes from the company's management presentation, which may have some bias, and has not been independently confirmed. The revenue range is expected to be between 1265 and 1275 million USD, with a fiscal year adjusted revenue range of 1375 to 1385 million USD. The adjusted operating profit is expected to be between 239 and 244 million USD, and the earnings per share are expected to be between 0.30 and 0.34 USD. The company's free cash flow for the first half of the year was 69.929 million USD, which is an improvement from the previous year's -54.746 million USD, but this comparison is complicated by the fact that the company had 78 million USD in cash from its initial public offering, 37 million USD in interest, and 9 million USD in advisory fees in the previous year. https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4
SAIL Q2 FCF USDm = 37.409
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about SAIL's Q2 free cash flow in USD million. Retrieved on September 9 premarket, this information comes from the issuer on September 9, 2026, and is based on the company's financial disclosure and management presentation, which may have some bias and has not been independently verified. The prior free cash flow was 45.958, operating cash flow was 44.963 compared to 49.945, and capital expenditures were 1.934 plus 5.620 million in capitalized software. The free cash flow margin was 12.1 percent compared to 17.4 percent. https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4
SAIL Q2 gross margin percent = 66.5
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about SAIL's Q2 gross margin percent, which was retrieved on September 9, premarket. The information originated from the issuer on September 9, 2026, and is based on the company's financial disclosure and management presentation, but it has not been independently corroborated. The prior gross margin percent was 67.3%, and the adjusted gross margin percent is 77.4%, compared to 78.2%. https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4
SAIL Q2 GAAP operating loss USDm = -58.958
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about SAIL's Q2 financial results. Retrieved on September 9 before the market opened, the information comes from the company itself, dated September 9, 2026. This is the company's financial disclosure and management's presentation, which may have bias and has not been independently verified. The prior loss was 40.798 million USD. The adjusted operating income was 62.787 million USD, compared to 53.999 million USD. The adjusted margin was 20.3 percent, compared to 20.4 percent. The stock-based compensation, or SBC, which is a way companies pay employees with stock, was 68.321 million USD, compared to 48.418 million USD. The intangible amortization, which is the cost of intangible assets over time, was 51.028 million USD. https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4
SAIL Q2 revenue USDm = 308.813
Catalyst run-ups2026-09-09 12:36
A news scan found the headline about SAIL's Q2 revenue in USD millions. Retrieved on September 9 premarket, the information originated from the issuer on September 9, 2026. This is based on the company's financial disclosure and management presentation, which may have bias and has not been independently corroborated. The prior revenue was 264.359, with a subscription revenue of 295.205 compared to 247.937. https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4
NewerPage 72 of 158Older