56 material Form 8-K filings that 54 companies we cover made with the SEC in November 2023, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
NMI Holdings, Inc. reported net income of $84.0 million, or $1.00 per diluted share, for the quarter ended September 30, 2023, up from $80.3 million ($0.95 per share) in the second quarter and $76.8 million ($0.90 per share) a year earlier. Total revenue rose to $148.2 million, and primary insurance-in-force reached $194.8 billion, which shows growth in both earnings and the insured portfolio for shareholders.
Net income $84.0 million, $1.00 diluted EPS, versus $80.3 million, $0.95 in Q2 2023 and $76.8 million, $0.90 in Q3 2022
Total revenue $148.2 million, versus $142.7 million in Q2 2023 and $130.6 million in Q3 2022
Primary insurance-in-force $194.8 billion at quarter end, versus $179.2 billion at September 30, 2022
Book value per share excluding net unrealized gains and losses $24.56, up 18% from $20.85 a year earlier
Airbnb reported third-quarter 2023 revenue of $3.4 billion, up 18% from a year earlier, and net income of $4.4 billion. Net income included a one-time, non-cash $2.8 billion income tax benefit, so adjusted net income of $1.6 billion, up from $1.2 billion, better reflects operations. For shareholders, the company guided fourth-quarter revenue to $2.13 billion to $2.17 billion, implying 12% to 14% growth, and said it repurchased $500 million of stock in the quarter.
Q3 revenue of $3.4 billion, up 18% year-over-year (14% excluding FX)
Q3 net income of $4.4 billion included a $2.8 billion one-time, non-cash tax benefit; adjusted net income was $1.6 billion versus $1.2 billion a year earlier
Adjusted EBITDA of $1.8 billion, up 26% year-over-year
Q4 2023 revenue outlook of $2.13 billion to $2.17 billion, implying 12% to 14% growth; company expects nights booked growth to moderate
TG Therapeutics reported results for the third quarter ended September 30, 2023, with total revenue of $165.8 million, of which $140.0 million was a one-time payment from Neuraxpharm. The company reported net income of $113.9 million, compared with a net loss of $35.8 million a year earlier, and said cash, cash equivalents and investment securities were $229.2 million at quarter end.
Q3 2023 total revenue of $165.8 million, including $140.0 million of license revenue tied to a one-time Neuraxpharm payment received in July 2023
BRIUMVI U.S. net sales of $25.1 million in Q3 2023, up from $0.1 million in Q3 2022
Q3 2023 net income of $113.9 million, or $0.80 per basic share, versus a net loss of $35.8 million in Q3 2022
Cash, cash equivalents and investment securities of $229.2 million as of September 30, 2023
Garmin reported third quarter 2023 revenue of $1.28 billion, up 12%, with operating income of $270 million, up 13%, and pro forma diluted EPS of $1.41, up 14%. The company also raised its full-year 2023 outlook to about $5.150 billion in revenue and $5.25 pro forma EPS, which matters to shareholders because it signals stronger expected earnings for the year.
Q3 2023 net sales were $1.28 billion, up 12%; GAAP diluted EPS was $1.34, up 23%
Q3 pro forma diluted EPS was $1.41, up 14%; fitness revenue rose 26% and auto OEM rose 59%
2023 guidance now calls for about $5.150 billion revenue and $5.25 pro forma EPS
Next dividend installment of $0.73 per share is payable March 29, 2024, with a record date of March 15, 2024
OneSpaWorld reported third quarter 2023 total revenues of $216.3 million, up 33% from $162.3 million a year earlier, with income from operations of $17.0 million and net income of $23.4 million. The company raised its fiscal 2023 revenue guidance to $792 million to $797 million and its adjusted EBITDA guidance to $86 million to $88 million, which signals improved expectations for shareholders.
Q3 2023 total revenues $216.3 million, up 33% from $162.3 million; adjusted EBITDA $24.9 million, up 36%
Q3 net income $23.4 million, or $0.16 per diluted share, versus $5.9 million, or $0.06, a year earlier; the quarter included a $7.4 million gain from warrant liability fair value changes
Fiscal 2023 revenue guidance raised to $792 million to $797 million from $770 million to $790 million; adjusted EBITDA guidance raised to $86 million to $88 million from $80 million to $86 million
Quarter-end total liquidity of $48.0 million after repaying $20.0 million on the first lien term loan
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.