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Q1 ‘26 Results In Line with Pre-Announcement; Lack of Visibility Clouds Q2 Outlook

Peraso’s (PRSO) Q1 ’26 results were consistent with the pre-announced revenue range provided last month.

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Peraso Inc. (PRSO)Kevin LiuMay 12, 2026Fixed Wireless Access, mmWave, Semiconductors
FY ’27 Outlook Boosted by Strong Backlog and Tuck-in Acquisition

NetScout (NTCT) closed its FY ’26 on a high note, delivering Q4 results ahead of our estimates and consensus.

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NetScout Systems (NTCT)Kevin LiuMay 8, 2026Arbor, Omnis, Service Assurance, Cybersecurity, AIOps
Solid Start to FY ’26; Raising Price Target from $4.50 to $5.00

DHI Group (DHX) reported Q1 ’26 results ahead of our estimates and consensus. The revenue upside was wholly attributable to the recent acquisition of Point Solutions Group.

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DHI Group (DHX)Kevin LiuMay 6, 2026IT Staffing, Online Recruiting, Dice, ClearanceJobs
Q1 '26 Earnings Preview

DHI Group (DHX) reports Q1 ’26 results on Tuesday, May 5, after the market closes. In our view, labor market conditions for technologists were incrementally better in Q1 than in Q4.

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DHI Group (DHX)Kevin LiuMay 1, 2026Online Recruiting, IT Staffing, Dice, ClearanceJobs
Revises Q1 ’26 Revenue Outlook

Ahead of its presentation at the Centri Capital Conference later this week, Peraso (PRSO) disclosed that revenue for Q1 ’26 is expected to be in the range of $0.9-$1.0 million, below management’s prior guidance for approximately $1.2 million and our estimate of $1.3 million.

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Peraso Inc. (PRSO)Kevin LiuApril 13, 2026mmWave, Semiconductors
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