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$NAVN Earnings: - Total Revenue was $233 million, an increase of 35% year-over-year. - Non-GAAP net income was $14 million, compared to a non-GAAP net loss of $(8) million in the second quarter of fiscal year 2026. - Non-GAAP gross profit was $175 million, representing 75% non-GAAP gross margin, compared to $126 million, or 73% non-GAAP gross margin in the second quarter of fiscal year 2026. - Usage revenue was $211 million, an increase of 35% year-over-year. “Q2 was another quarter of exceptional execution, with results exceeding expectations and new business momentum reaching the highest level in Navan’s history. We delivered strong growth with new signed GBV in our SLG business growing 60% year-over-year on a trailing-twelve-month basis to a record $4 billion. We believe our results reflect durable demand for face-to-face connection and the combined strength of our superior technology, go-to-market model, and differentiated customer experience,” said Ariel Cohen, Navan co-founder and CEO. “We are again raising our full-year outlook as we enter the second half in a position of growing strength. We are leading travel into the agentic era - combining proprietary AI with human expertise across the entire journey to advance our vision to build the best travel agency on the planet.” “Q2 showcased our ability to deliver sustained growth while driving meaningful operating leverage. Revenue grew 35%, non-GAAP income from operations more than doubled, and we generated positive cash flow, underscoring the strong fundamentals and discipline of our business model,” said Aurélien Nolf, Navan CFO. “Total GBV grew 45% to more than $3 billion, reflecting strength from new customers, ramping cohorts, and expansion of our installed base. We believe our record signed demand provides good visibility into future growth, and we remain focused on expanding Navan’s opportunity as we leverage our proprietary AI to scale our platform more efficiently, which should strengthen our foundation for durable growth and cash flow generation.”
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Strategy $MSTR has built more capital in six years than Lloyd’s of London, an insurance market that has been building capital for roughly 300 years. Jeff puts the scale into perspective: - Strategy currently has ~$8B more capital than Lloyd’s - If Bitcoin bitcoin:native returns to its all-time high: ~$125B-$150B balance sheet - Total reinsurance market risk capital: ~$800B - One company could represent a significant share of that entire market “You’re thinking about a company with potentially the largest liquid treasury on the planet very quickly.” - @PunterJeff
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✨A love letter to the souls who woke up before the alarm✨ To the ones who cracked open before the dawn, Not because they wanted to - But because the truth came knocking louder than sleep ever could. To the ones who were laughed at, disinvited, blocked, ghosted, called “crazy,” “delusional,” or - everyone’s favorite - “too much.” You sat at kitchen tables full of silence, feeling the sting of rolled eyes and sarcastic chuckles as you whispered about energy, about frequencies, about…something deeper. You cried in parked cars, behind grocery store shelves, in cold showers where the sobs couldn’t echo. Yet still… You kept going. ✨ While the world spun in panic, You saw synchronicities. ✨ While systems mocked you, You studied the stars and the source code. ✨ While darkness hovered, You found beauty in your breath. You were harassed, audited, flagged, shadow-banned, and drained. And still... STILL... you chose to rise. You watched your loved ones suffer - some even fade - knowing in your bones that cures, frequencies, and ancient wisdoms were buried in vaults and patents and lies. And still… you stayed kind. You re-learned the world like it was a strange alien planet. You questioned everything: Medicine. Money. History. Time. Yourself. You explored your intuition like a flashlight in a cave, and it didn’t always light the path - but damn, it always glowed just enough. You felt more alone than ever before, but found magic in birdsong, in numbers, in dreams, in memes, so hilariously accurate you knew the universe had a sense of humor. You didn’t give up. Even when your body said, “Please.” Even when your mind said, “Why bother.” Even when your heart whispered, “It’s too much.” ✨ You alchemized breakdowns into blueprints. ✨ You turned your pain into purpose. ✨ You remained bendy when the world tried to snap you. And now, Here you are. Still standing. Still smiling. Still sensing the shift before it even lands. Let it be known: ❤ You are the bridge. ❤ You are the timeline holder. ❤ You are the prayer your ancestors whispered across galaxies. You - yes, you with the puffy eyes and the overworked nervous system - are one of the strongest, most powerful, wide-open-hearted humans on Earth. ❤ Thank you for holding the line. ❤️ Thank you for never giving up. ❤️ You made all the difference. ❤️ Keep going. 17PLUS IS THE INTERNETS MOST INTENSE TRUTH SITE! A NON-MONETIZED PLETHORA OF DAILY UPDATES, LINKS, PODCASTS, EVERYTHING TRUTH SOCIAL, RUMBLE, TELEGRAM AND X PLUS FAV REDPILL SITES TO EDUCATE THE MASSES THAT MAINSTREAM IS NOT AN OPTION! SHARE! CLICK THE LINK TO VISIT @realDonaldTrump @RealLTCRicBosi @marijotrue @AlyonaYarushina @Carol17171717 @Lisa_Matassa @_LadyRiley @WhalenMona @SusanKi777 @NolaCookPatriot @dena928588 @DanelleTyler2 @Loveof1776 @Laura2Mustang @wildangel1968 @arva61138 @lah3309 @honeyybomb @Blue_Eyes @AngelinaReagan7 @starwearus @ladyliberty7767 @Tedette1106 @PaulCAmerica1st @ladyliberty7767 @ZeroDarkKitty @Nik44490084 @50Luckydog @LUVZ737777 @SwanMom312 @KellyKilljoyTN @WTFoxtrot10 @NancyMar2025 @angrymom80 @sunshinentan2 @34rthhasrisen @Nik44490084 @tooosunny @NurseLadyJ1 @backtobasixmom @Tackle71Wall @Real_Ames @PaulaRed62 @CoopandKCmom @misti_jacoby @MisatoPatriot01 @snarkyjenn @TexasGalReborn
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PLANET LABS $PL Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $116.1M (Est. $104M) 🟢; +58% YoY 🔹 Adj. EPS: $0.02 (Est. -$0.02) 🟢 🔹 Adj. EBITDA: $13.9M (Est. $1.6M) 🟢; +117% YoY 🔹 Non-GAAP Gross Margin: 59%; -200 bps YoY FY27 Guide: 🔹 Revenue: $430M-$441M (Est. $436M) 🟡 🔹 Adjusted EBITDA: $3M-$10M (Est. $8.4M) 🔴 🔹 Capital Expenditures: $100M-$115M 🔹 Non-GAAP Gross Margin: 55%-57% Q3 Guide: 🔹 Revenue: $101M-$105M (Est. $114M) 🔴 🔹 Non-GAAP Gross Margin: 56%-58% 🔹 Capital Expenditures: $30M-$37M Other Q2 Metrics: 🔹 Backlog: ~$814.9M 🔹 RPOs: ~$753.1M 🔹 Cash & Short-Term Investments: $865.4M; +219% YoY 🔹 Adjusted Free Cash Flow: $28.8M 🔹 Recurring ACV: 98% Business Highlights: 🔹 Launched Pelican-11 technical demonstration satellite 🔹 Planet AI Application progressed to open beta phase Comments: 🔸 “The team continues to demonstrate strong execution, highlighted by our satellite handover for the Swedish Armed Forces and landmark contract wins in August with the NGA and the German government.” 🔸 “Our strong top-line performance is translating to significant operating leverage, exceeding our expectations on non-GAAP gross margins and driving adjusted EBITDA profit of $13.9 million for the quarter.”
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PLANET FITNESS $PLNT Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $365.2M (Est. $356M) 🟢; +7.1% YoY 🔹 Adj. EPS: $0.88 (Est. $0.85) 🟢; +2% YoY 🔹 Adjusted EBITDA: $152.8M (Est. $151M) 🟢; +4% YoY 🔹 Net Income: $67.4M (Est. $67.1M) 🟢; +16% YoY FY26 Guide: 🔹 Same Club Sales Growth: ~1% 🔹 Revenue Growth: ~7% 🔹 Adjusted EBITDA Growth: ~6% 🔹 New Equipment Placements: ~150-160 🔹 New Club Openings: ~180-190 🔹 Adj. EPS Growth: ~6%; from ~4% Segment Net Revenue: 🔹 Franchise: $135.8M; +13.5% YoY 🔹 Corporate-Owned Clubs: $143.9M; +3.5% YoY 🔹 Equipment: $85.6M; +4.1% YoY Other Q2 Metrics: 🔹 Same Club Sales: 1.7% 🔹 System-Wide Sales: $1.4B 🔹 Total Clubs: 2,930 Capital Return: 🔹 Buybacks: ~$200M; 4.0M shares Comments: 🔸 “At the same time, we initiated and expanded tests around pricing, member experience, and retention, and look forward to applying the learnings to enhance our future performance.” 🔸 “We concluded the second quarter with the appointment of Sudhanshu Priyadarshi as Chief Financial Officer & President, International.”
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Scientists recently discovered Asteroid 2026 JH2, which is set to make an extremely close flyby of Earth on Monday, May 18. The asteroid will pass within 56,000 miles of the planet — about a quarter of the distance between Earth and the moon.
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Happy Birthday Queen @kourtneykardash There’s no one on this planet that I have spent more time with and have all of the same memories with growing up than you and I cherish them all. Sharing a room and friends and cars and our lives together for four decades has been the most magical journey to have you by my side. I love you and I can’t wait for another 45 years together! I will especially cherish this last sister trip where all of our kids had dance parties til they passed out, the way we all did growing up! Celebrating you today and grateful to you forever for always giving the best advice a sister could possibly give!
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Elon Musk has quietly changed the daily lives of millions of people across the planet — not through speeches, but through actual tools that solve real problems. In remote villages, disaster zones, and war-torn regions, Starlink has become a lifeline. After earthquakes, floods, and hurricanes, people who suddenly had no connection were able to call family, coordinate rescues, and get medical help within hours. In places that never had reliable internet, students can now study and workers can earn a living. For people who lost the use of their body, Neuralink is restoring independence. Patients who couldn’t move a computer mouse or feed themselves are now controlling devices, studying, working, and communicating using only their thoughts. One of the first recipients went from staring at the ceiling to returning to university. Tesla forced the entire car industry to take electric vehicles seriously. Millions of people now drive quieter, cleaner cars, and the technology is already making driving safer through Full Self-Driving. These aren’t future promises. They’re happening right now — in Africa, South America, Asia, Europe, and North America. One person’s obsession with solving hard problems is already improving the lives of ordinary people in ways most of us never notice… until we need it.
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Everyone on planet Earth is talking about local AI right now And for good reason Governments are banning models. Hardware prices are 10xing You NEED to be getting into local AI. The number 1 questions everyone has though is which computer to buy? Here's your answer: You basically have 3 options: 1. MAC STUDIO (high intelligence, lower speeds)- Mac Studios are excellent devices for local AI. They can run MASSIVE models. I'm running GLM 5.2 right now on a single Mac Studio. The model is Opus 4.8 level The issue is, Mac Studios are a bit slower at running intelligence (altho the M5 Ultra is promising) Mac Studios are a good choice for you if you want frontier level intelligence, but are fine running the intelligence passively Meaning you get top intelligence, but it runs more in the background rather than on demand As an example, I have GLM 5.2 running security checks on my codebase every hour. It creates a report. I review this later in the day 2. POWERHOUSE NVIDIA CHIPS (RTX 5090, 6000 Pro) Nvidia is the most valuable company in the world, and for good reason They make the world's best GPUs. They have decent VRAM (32gb on the 5090, 96gb on the 6000 Pro) and INSANE bandwidth. Meaning the local models run at unbelievable speeds I'm running Qwen 3.8 locally on a 5090 and it's just as fast as cloud models I'd go this route if you want to run an AI agent like Hermes off a local model, still get decent intelligence, but have it able to work lightning fast 3. AI WORKSTATIONS (DGX Spark type computers) The DGX Spark is an excellent AI computer It has high memory (128gb unified memory) and has decent speeds because of the Nvidia CUDA architecture It is basically the sweet spot between a cutting edge Nvidia chip and a Mac Studio You can run medium sized models, and get usable speeds out of them You're not going to get the same performance as cloud models, but it will allow you to offload small secondary tasks to your local models for them to handle They are also the absolute easiest to get up and running You plug it in, then tell your agent on your main computer to go onto it and set it up. You don't even need it connected to a monitor CONCLUSION Here's what it comes down to: how high intelligence do you need, what speeds do you need, and how plug and play do you want? Want the highest speeds, like you are used to with cloud compute? Build a computer around an RTX 5090 Want to run frontier level intelligence, and don't mind slower speeds, go with a Mac Studio Either way, it's never been more important to get into local AI
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