Tech & Software · Week of Nov 2, 2026
Guidance raises and buybacks mark tech earnings week
Eight companies posted quarterly results; several raised guidance or expanded buybacks, while one-time charges drove GAAP losses at others.
Earnings dominated the week, with all eight releases reporting quarterly results between Nov. 3 and Nov. 4, 2026. Several companies raised their outlooks. Waters Corporation lifted full-year 2026 guidance, Unisys raised its constant currency revenue growth guidance and CLEAR raised its Free Cash Flow guidance. Kyndryl reaffirmed its fiscal 2027 outlook, and VIAVI issued second-quarter guidance of $505 million to $515 million in net revenue.
Capital returns were a second common thread. Hut 8 raised its repurchase authorization to $1.0 billion, VIAVI authorized a new $500 million program, CLEAR added $175.0 million to its buyback, and Blue Owl Technology Finance Corp. repurchased $55 million of stock. One-time items weighed on GAAP results at several companies: a $151 million pension settlement loss at Unisys, a $165 million class action settlement at Zillow Group, and acquisition-related charges at Waters.
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, raised full-year guidance to $6.479 billion to $6.497 billion in revenue, and announced the acquisition of MOBILion Systems, Inc. GAAP diluted EPS fell to $0.82 from $2.50, which the company attributes to acquisition-related purchase accounting, acquisition costs and restructuring costs.

Unisys Corporation
Unisys Announces 3Q26 Results

Hut 8 Corp.
Hut 8 Reports Third Quarter 2026 Results



Zillow Group, Inc.
Zillow Group Reports Third-Quarter 2026 Financial Results
Blue Owl Technology Finance Corp.
Blue Owl Technology Finance Corp. Announces September 30, 2026 Financial Results

VIAVI Financials
VIAVI Announces First Quarter Fiscal 2027 Results
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 WebAdresin reporting.