Tech & Software · Week of Nov 2, 2026
Earnings season brings raised guidance and buybacks: the week in tech
Third-quarter reports dominated the week, with Waters, ePlus and CLEAR raising guidance and several companies expanding buybacks and dividends.
Quarterly earnings made up most of the week's releases. Waters Corporation, ePlus and Clear Secure each raised full-year guidance, and Chunghwa Telecom says its third-quarter revenue, operating income, net income and EPS exceeded the high end of its guidance. Zillow Group and TEN Holdings reported net losses, Zillow's including a $165 million Zillow Offers securities class action settlement.
Capital returns were a second thread. Hut 8 raised its stock repurchase authorization to $1.0 billion and CLEAR added $175.0 million to its buyback, while CLEAR and ePlus declared quarterly dividends. Deal activity was limited: Waters announced the acquisition of MOBILion Systems, and Hut 8 signed a second Beacon Point lease for its AI data center portfolio. DarioHealth was the only company with a leadership announcement, naming John R. Palumbo chairman.
Waters Corporation
Waters Corporation (NYSE: WAT) Reports Third Quarter 2026 Financial Results
Waters Corporation reported third quarter 2026 revenue of $1.767 billion and adjusted EPS of $4.10, and raised full-year guidance to total reported revenue of $6.479 billion to $6.497 billion. The company also announced it has acquired MOBILion Systems, Inc., a developer of SLIM high-resolution ion mobility separation technology.
EPLUS INC.
ePlus Reports Second Quarter and First Half Financial Results Fiscal Year 2027
ePlus says second-quarter fiscal 2027 net sales rose 9.7% to $667.9 million and net earnings from continuing operations rose 5.8% to $40.4 million, while services revenues fell 2.4% to $120.8 million. It raised fiscal 2027 guidance to upper single-digit growth for net sales and gross profit and declared a $0.27 per share dividend payable December 16, 2026.
Hut 8 Corp.
Hut 8 Reports Third Quarter 2026 Results
Hut 8 reported third-quarter revenue of $71.1 million and net income of $189.5 million, including $413.8 million of primarily unrealized gains on digital assets. The company signed a second 352 MW IT lease at Beacon Point, which it says brings expected base-term contract value across its AI data center portfolio to approximately $26.6 billion, and raised its repurchase authorization to $1.0 billion.
CLEAR
CLEAR Announces Third Quarter 2026 Financial Results
Clear Secure reported third quarter 2026 revenue of $292.9 million, up 27.8%, and net income of $75.3 million, with quarterly Free Cash Flow of $(103.8) million that the company attributes to an approximately $315 million settlement of accrued partnership liabilities. CLEAR raised its full-year Free Cash Flow guidance, added $175.0 million to its buyback and reported 46.7 million total members.
Zillow Group, Inc.
Zillow Group Reports Third-Quarter 2026 Financial Results
Zillow Group reported third-quarter revenue of $724 million, up 7%, with Rentals revenue up 26% and Mortgages revenue up 32%, while Residential revenue fell 4%. Net loss was $158 million, including a $165 million Zillow Offers securities class action settlement, and the company attributes the Residential decline to higher-than-expected mortgage rates.
TEN Holdings, Inc.
TEN Holdings Reports Third Quarter 2026 Financial Results
TEN Holdings reported third-quarter revenue of $640,000, up 17.9%, and a net loss of $3,734,000, with SG&A driven up by a $1.8 million write-off of capitalized service contracts and about $0.5 million in litigation-related legal expenses. The company appointed Ian M. Lawson as Interim Chief Financial Officer and filed a Form S-3 for a $100 million universal shelf.
Chunghwa Telecom Co., Ltd.
Chunghwa Telecom Reports Un-Audited Consolidated Operating Results for the Third Quarter of 2026
Chunghwa Telecom reported un-audited third-quarter revenue up 16.7% to NT$ 67.59 billion and net income attributable to the parent up 29.5% to NT$ 12.22 billion, which it says included a one-off gain from asset revitalization. The company says enterprise ICT revenue rose 19% and IPLC revenue, mainly from submarine cable systems, rose 33%.
DarioHealth Corp.
Dario Names Veteran Healthcare Executive John R. Palumbo Chairman of the Board as Company Positions Itself to Lead the Convergence of Consumer and Payer-Funded Care
DarioHealth appointed John R. Palumbo, a board member since April 2026, as Chairman effective November 3, 2026, succeeding Yoav Shaked, who remains a director. The company says more than 80% of its contracted and late-stage annual recurring revenue is multi-condition, and Palumbo will join its November 12, 2026 earnings call.
This roundup is written with AI assistance from the press releases listed above, using only what they state. The releases are the companies' own announcements, not Urban Eats reporting.