ScoopByteTechnology press releases, as issued

Tech & Software · Week of Nov 2, 2026

Buybacks and AI data centres mark a week of Q3 earnings

Eight companies reported quarterly results, with several expanding share buybacks and others citing spending on AI data centres.

· ScoopByte newsroom

Quarterly earnings made up the whole week. Several companies paired results with larger capital returns. EPAM Systems raised its repurchase authorization by $1.5 billion and plans a $500 million accelerated share repurchase. Hut 8 lifted its authorization to $1.0 billion. CLEAR added $175.0 million to its program and declared a dividend. BCE declared a quarterly dividend of $0.4375 per common share. Waters raised full-year 2026 guidance, and CLEAR raised its Free Cash Flow guidance.

AI infrastructure was the other recurring theme. BCE says higher capital spending on Bell AI Fabric data centres and Ziply Fiber's network reduced free cash flow. Hut 8 says a second 352 MW lease at Beacon Point brings expected base-term contract value across its AI data center portfolio to approximately $26.6 billion. Kyndryl reported hyperscaler-related revenues of more than $550 million, up 27.2%. On the chip side, MACOM reported fiscal fourth-quarter revenue up 62.7%.

  1. BCE Inc.

    BCE reports third quarter 2026 results

    BCE reported third quarter 2026 operating revenues of $6,182 million, up 2.2%, and net earnings of $701 million, down 84.6%, which it attributes mainly to lower gains on investments after the 2025 sale of its MLSE stake. Capital expenditures rose 49.3% to $1,330 million and free cash flow fell 14.9% to $854 million, which the company links to spending on Bell AI Fabric data centres and Ziply Fiber's fibre network.

  2. Waters Corporation

    Waters Corporation (NYSE: WAT) Reports Third Quarter 2026 Financial Results

    Waters reported third quarter 2026 revenue of $1.767 billion, including $896 million from the acquired Biosciences and Diagnostic Solutions businesses, and adjusted EPS of $4.10, up 21%. The company raised full-year 2026 guidance to total reported revenue of $6.479 billion to $6.497 billion and announced it has acquired MOBILion Systems, Inc., a developer of SLIM high-resolution ion mobility separation technology.

  3. Wayfair Inc.

    Wayfair Announces Third Quarter 2026 Results, Reports Double Digit U.S. Revenue Growth

    Wayfair reported third-quarter 2026 total net revenue of $3.4 billion, up 9.7%, and net income of $62 million, compared with a net loss of $99 million a year earlier. The company says U.S. revenue grew 11.4% against what it describes as a roughly flat category, while International net revenue fell 2.3% to $380 million and the International segment posted negative Adjusted EBITDA of $25 million.

  4. MACOM Technology Solutions Holdings, Inc.

    MACOM Technology Solutions Holdings, Inc.

    MACOM reported fiscal fourth quarter 2026 revenue of $424.8 million, up 62.7% from a year earlier, and fiscal year 2026 revenue of $1,327.6 million, up 37.3%, with GAAP net income of $335.3 million compared with a net loss of $54.2 million in fiscal 2025. For the fiscal first quarter ending January 1, 2027, the company expects revenue of $450 million to $460 million.

  5. Hut 8 Corp.

    Hut 8 Reports Third Quarter 2026 Results

    Hut 8 reported third quarter 2026 revenue of $71.1 million and net income of $189.5 million, including $413.8 million of primarily unrealized gains on digital assets. It signed a second 352 MW IT lease at Beacon Point, which it says represents approximately $9.8 billion in expected base-term contract value, closed a $1.07 billion revolving credit facility and raised its repurchase authorization to $1.0 billion.

  6. 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 says reflects an approximately $315 million settlement of accrued partnership liabilities. It raised full-year Free Cash Flow guidance, added $175.0 million to its share repurchase authorization and reported 63 CLEAR+ airports.

  7. Kyndryl

    KYNDRYL REPORTS SECOND QUARTER FISCAL 2027 RESULTS

    Kyndryl reported fiscal second quarter 2027 revenues of $3.7 billion, down 1.9% on a reported basis, and net income of $59 million, with signings of $4.1 billion and hyperscaler-related revenues up 27.2%. The company recorded $38 million of workforce rebalancing charges, which it says should produce annualized run-rate savings of approximately $400 to $500 million in fiscal 2028, and reaffirmed its fiscal 2027 outlook.

  8. EPAM Systems, Inc.

    EPAM Reports Results for Third Quarter 2026

    EPAM reported third quarter 2026 revenues of $1.426 billion, up 2.3%, and GAAP diluted EPS of $2.53, up 32.5%, and now expects full-year 2026 revenue growth of 3.5% to 3.7%. The board replaced its buyback with a program of up to $1.8 billion through December 31, 2029, and the company says it is committed to returning at least 50% of free cash flow to shareholders annually from 2027 through 2029.

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 ScoopByte reporting.