Q2 2026 Earnings Season Highlights Driven by AI Infrastructure Demand
실적/어닝스 | Tue Aug 04 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 sources
Semiconductor, power, and social media companies posted strong Q2 results and raised guidance, fueled by the data center and AI infrastructure boom.
Analysis
[Snap] beat Q2 revenue estimates and raised Q3 guidance [6]
- Q2 revenue of $1.6 billion
- growing 19% year-over-year
- Global daily active users of 493 million
- exceeding expectations
- Q3 revenue guidance of $1.7-1.74 billion
- Raised 2026 infrastructure cost guidance to $1.65-1.7 billion to reflect expanded AI and machine learning infrastructure investment
[Southern Company] signed a 3.2 GW 25-year power supply agreement with OpenAI amid surging data center load [3]
- Adjusted EPS of $1.13
- up $0.21 from the year-ago quarter
- Signed a 25-year
- 3.2 GW power supply agreement with OpenAI in Georgia
- Data center usage grew 55% year-over-year
- Secured over 17 GW of large load contracts and a pipeline of over 75 GW of potential projects
[Wesco] posted a 45% surge in data center revenue and raised annual guidance [2]
- Q2 net sales of $6.7 billion
- up 13%
- Data center revenue of $1.5 billion
- up approximately 45% year-over-year
- Total backlog at a record high
- up 60% year-over-year
- Raised annual organic sales growth guidance to 9-11% from 5-8%
[KKR] delivered record quarterly results with fee-related earnings up 34% [5]
- Fee-related earnings of $1.32 per adjusted share
- up 34%
- Adjusted net income of approximately $1.5 billion
- up 38% year-over-year
- $34 billion in new capital raised in Q2
- Committed $10 billion in long-term capital to AI-focused infrastructure company Helix Digital
[Advanced Energy Industries] guided Q3 to a record $640 million in revenue and raised 2026 growth outlook [1]
- Achieved record results exceeding the high end of guidance
- Q3 revenue expected at $640 million ± $20 million
- Raised 2026 growth outlook to the mid-30% range
- Expects record revenue in both Q3 and Q4
[Alignment Healthcare] grew membership 31% and delivered 48% adjusted EBITDA growth [4]
- Health plan membership of 294
- 000
- up 31% year-over-year
- Total revenue of $1.3 billion
- up 32%
- Adjusted EBITDA of $68 million
- up 48% year-over-year
- Raised annual revenue guidance to $5.2-5.23 billion
Sources
- [1] Advanced Energy expects record Q3 revenue of $640M ± $20M as it raises 2026 growth outlook to low-to-mid 30% - Seeking Alpha Market News
- [2] Wesco (WCC) Q2 2026 Earnings Call Transcript - The Motley Fool
- [3] Southern Company (SO) Q2 2026 Earnings Call Transcript - The Motley Fool
- [4] Alignment Healthcare (ALHC) Q2 2026 Earnings Call Transcript - The Motley Fool
- [5] KKR (KKR) Q2 2026 Earnings Call Transcript - The Motley Fool
- [6] Snap's stock jumps 8% on earnings beat and strong sales forecast - CNBC World Markets