Tech & Software · Week of Nov 2, 2026
Guidance raises and one-off charges mark Q3 tech earnings
Third-quarter 2026 earnings dominated the week, with several companies raising guidance while one-off charges weighed on reported net results.
Third-quarter 2026 results made up the full slate of releases this week. Waters Corporation raised its full-year 2026 guidance, Unisys raised its constant currency revenue growth guidance, and Ceragon Networks updated its full-year revenue outlook to $365 million to $375 million. Chunghwa Telecom says its revenue, operating income, net income and EPS exceeded the high end of its quarterly guidance.
One-time items shaped bottom lines at several companies. Unisys reported a net loss that included a $151 million non-cash pension settlement loss, and Zillow Group's net loss included a $165 million Zillow Offers securities class action settlement. Waters cited acquisition-related charges after buying the Biosciences and Diagnostic Solutions businesses, and TEN Holdings recorded a $1.8 million write-off. Wayfair, by contrast, swung to net income of $62 million from a loss a year earlier.
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 2026 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.
Unisys Corporation
Unisys Announces 3Q26 Results
Unisys reported third-quarter 2026 revenue of $471.5 million, up 2.5% year over year, and a net loss of $201.0 million that included a $151 million non-cash pension settlement loss, net of tax. It raised 2026 constant currency revenue growth guidance to (3.0)% to (1.5)% and says New Business TCV rose 78% to $221 million.
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%, with U.S. net revenue up 11.4% to $3.0 billion and net income of $62 million. The company says U.S. growth came against a roughly flat category, while International net revenue fell 2.3% and that segment posted negative Adjusted EBITDA of $25 million.
Zillow Group, Inc.
Zillow Group Reports Third-Quarter 2026 Financial Results
Zillow Group reported third-quarter 2026 revenue of $724 million, up 7%, with Rentals revenue up 26% and Mortgages revenue up 32%. It posted a net loss of $158 million including a $165 million Zillow Offers securities class action settlement, and says higher-than-expected mortgage rates pressured Residential revenue, which fell 4%.
Blue Owl Technology Finance Corp.
Blue Owl Technology Finance Corp. Announces September 30, 2026 Financial Results
Blue Owl Technology Finance Corp. reported third-quarter GAAP net investment income of $0.29 per share and net asset value per share of $16.62, and declared a fourth quarter 2026 base dividend of $0.35 per share. Investments on non-accrual rose to 1.8% at cost and 1.1% at fair value, from 0.6% and 0.1% as of June 30, 2026.
Ceragon Networks Ltd.
Ceragon Reports 2026 Third Quarter Financial Results
Ceragon Networks reported third-quarter 2026 revenue of $95.5 million, up 11.7%, and GAAP net income of $2.4 million, with gross margin rising to 36.0% from 34.3%. The company updated its 2026 revenue outlook to $365 million to $375 million and says demand in India remained healthy despite continued significant supply constraints.
TEN Holdings, Inc.
TEN Holdings Reports Third Quarter 2026 Financial Results
TEN Holdings reported third-quarter 2026 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 and about $0.5 million in litigation-related legal expenses. Cash fell to $3.5 million from $5.8 million at June 30, 2026, and the company appointed Ian M. Lawson as Interim Chief Financial Officer and filed a Form S-3 for a $100 million universal shelf.
Chunghwa Telecom Co., Ltd.
Chunghwa Telecom Reports Un-Audited Consolidated Operating Results for the Third Quarter of 2026
Chunghwa Telecom reported un-audited third-quarter 2026 revenue up 16.7% to NT$ 67.59 billion and net income attributable to stockholders of the parent up 29.5% to NT$ 12.22 billion. The company says results exceeded the high end of its guidance, helped by a one-off gain from asset revitalization, with Enterprise ICT revenue up 19% and IPLC revenue up 33%.
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 USArt AI reporting.