278 material Form 8-K filings that 243 companies we cover made with the SEC in May 2024, 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).
RingCentral reported first quarter 2024 results on May 7, 2024, with total revenue up 9% year-over-year to $584 million and diluted non-GAAP net income per share of $0.87, compared with $0.76 a year earlier. The company raised its full-year 2024 revenue and non-GAAP EPS guidance and increased its share repurchase authorization by $250 million. The filing also discloses a routine board committee assignment for director Prat Bhatt.
Q1 2024 total revenue was $584 million, up from $534 million; GAAP net loss per share narrowed to $0.31 from $0.57.
2024 total revenue guidance raised to $2.379 billion to $2.399 billion; non-GAAP EPS guidance raised to $3.59 to $3.67.
Board increased the share repurchase authorization by $250 million; about $375 million remains under the total authorization.
Director Prat Bhatt was appointed to the Compensation Committee on May 1, 2024.
Protagonist reported first-quarter 2024 net income of $207.3 million, or $3.41 per basic share, compared with a net loss of $33.7 million a year earlier. The results were driven mainly by $255.0 million of license and collaboration revenue from the Takeda rusfertide agreement, and cash, cash equivalents and marketable securities were $322.6 million at March 31, 2024, down from $341.6 million at December 31, 2023.
Net income of $207.3 million, or $3.41 per basic share, versus a net loss of $33.7 million, or $0.67 per share, in Q1 2023.
License and collaboration revenue of $255.0 million, including $254.1 million allocated to the rusfertide license delivered to Takeda on March 15, 2024.
Cash, cash equivalents and marketable securities of $322.6 million at March 31, 2024, versus $341.6 million at December 31, 2023.
G&A expense of $14.9 million included $4.6 million in advisory and legal fees related to the Takeda collaboration; R&D expense was $33.7 million.
Veeco reported first quarter 2024 revenue of $174.5 million, up from $153.5 million a year earlier, and GAAP net income of $21.9 million, or $0.37 per diluted share, versus $8.7 million, or $0.17, in the prior-year quarter. The company guided second quarter 2024 revenue to $165 million to $185 million and non-GAAP diluted EPS to $0.38 to $0.48.
Q1 2024 revenue $174.5 million vs. $153.5 million in Q1 2023
Q1 2024 GAAP diluted EPS $0.37 vs. $0.17; non-GAAP diluted EPS $0.45 vs. $0.30
Q2 2024 guidance: revenue $165 million to $185 million; GAAP diluted EPS $0.22 to $0.33
Q1 2024 cash flow from operations was $9 million vs. $29 million in Q4 2023
Twilio reported first quarter 2024 revenue of $1.05 billion, up 4% year over year, and a GAAP loss from operations of $44 million, compared with a $264 million loss a year earlier. The company raised its full-year 2024 non-GAAP income from operations guidance to $585 million to $635 million and initiated second quarter guidance for revenue of $1,050 million to $1,060 million, which the filing says is 1% to 2% growth.
Q1 2024 non-GAAP income from operations was $160 million, versus $104 million in Q1 2023; GAAP net loss narrowed to $55 million ($0.31 per share) from $342 million ($1.84 per share).
Full-year 2024 non-GAAP income from operations guidance raised to $585 million to $635 million; organic revenue growth guidance of 5% to 10% was reaffirmed.
Q2 2024 guidance: revenue of $1,050 million to $1,060 million and non-GAAP income from operations of $135 million to $145 million.
Board authorized an additional $2.0 billion of share repurchases in March 2024; the company says about $1.5 billion has been completed and it targets the remaining $1.5 billion before the end of 2024.
Penumbra reported first-quarter 2024 revenue of $278.7 million, up 15.4% from a year earlier, and GAAP net income of $11.0 million, or $0.28 per diluted share, compared with $8.6 million, or $0.22, in the first quarter of 2023. The company reiterated its full-year 2024 revenue guidance of $1,230.0 million to $1,270.0 million, which reflects 16% to 20% growth.
Revenue of $278.7 million, up 15.4% from $241.4 million; U.S. revenue rose 22.0% while international revenue fell 0.7%.
GAAP net income of $11.0 million, or $0.28 per diluted share, versus $8.6 million, or $0.22, a year earlier.
Operating expenses included $4.8 million in non-recurring litigation-related expenses in the first quarter of 2024.
Full-year 2024 total revenue guidance of $1,230.0 million to $1,270.0 million was reiterated, and U.S. thrombectomy growth guidance of 27% to 30% was also kept.
Qualys reported first-quarter 2024 revenue of $145.8 million, up 12% from a year earlier, and GAAP diluted EPS of $1.05 versus $0.77. The company raised its full-year 2024 GAAP EPS guidance to $3.26 to $3.50 and non-GAAP EPS guidance to $5.06 to $5.30, while narrowing its full-year revenue guidance to $601.5 million to $608.5 million. For shareholders, the filing points to higher profit and a higher earnings outlook for 2024.
Q1 2024 revenue of $145.8 million, up 12% from $130.7 million in Q1 2023
GAAP net income of $39.7 million, or $1.05 per diluted share, versus $0.77 a year earlier
Full-year 2024 GAAP EPS guidance raised to $3.26 to $3.50 from $3.11 to $3.43
Second-quarter 2024 revenue guidance of $147.5 million to $149.5 million
Bentley Systems reported first-quarter 2024 revenue of $337.8 million, up 7.4% from a year earlier, with net income rising to $70.3 million from $45.5 million. The CFO said the strong start puts the company in a good position to achieve its full-year outlook, and the filing reiterates that COO Nicholas Cumins will succeed Greg Bentley as CEO on July 1.
Diluted EPS was $0.22 versus $0.14 a year earlier; adjusted EPS was $0.31 versus $0.25.
Operating income margin was 27.2% versus 20.9%, and cash flow from operations was $205.0 million versus $176.2 million.
Annualized recurring revenues reached $1,186.5 million, up 11% on a constant currency basis.
Last twelve-month dollar-based net retention rate was 108%, down from 110% a year earlier.
Dorman Products reported first quarter 2024 results for the period ended March 30, 2024, with net sales of $468.7 million, up 0.4% from $466.7 million a year earlier. Diluted EPS rose to $1.05 from $0.18, and adjusted diluted EPS rose to $1.31 from $0.56. The company confirmed its full-year 2024 guidance, including diluted EPS of $4.71 to $5.01 and adjusted diluted EPS of $5.40 to $5.70.
Net sales were $468.7 million, up 0.4% from $466.7 million; Light Duty sales rose 3% while Heavy Duty fell 15%
Diluted EPS was $1.05 versus $0.18; adjusted diluted EPS was $1.31 versus $0.56
Operating cash flow was $52 million; the company repaid $15 million of debt and repurchased $27 million of shares
Full-year 2024 guidance was confirmed, with net sales growth of 3% to 5% and adjusted diluted EPS of $5.40 to $5.70
Datadog reported first-quarter 2024 revenue of $611 million, up 27% year-over-year, and GAAP net income of $42.6 million compared with a loss a year earlier. The company also said President Amit Agarwal will step down effective December 31, 2024, and is expected to join the Board afterward, which is a senior leadership change for shareholders to track.
Q1 2024 revenue was $611 million, up 27% year-over-year; about 3,340 customers had ARR of $100,000 or more, up 15% from about 2,910 a year earlier.
GAAP net income was $42.6 million, or $0.12 per diluted share, versus a net loss of $24.1 million in Q1 2023; non-GAAP net income per diluted share was $0.44.
Second quarter 2024 revenue guidance is $620 million to $624 million; full year 2024 revenue guidance is $2.59 billion to $2.61 billion.
Amit Agarwal will remain President until December 31, 2024, and the Board intends to increase its size from eight to nine to appoint him.
Urban Edge Properties reported first-quarter 2024 net income attributable to common shareholders of $2.6 million, or $0.02 per diluted share, compared with a net loss of $19.1 million a year earlier. FFO as Adjusted was $0.33 per diluted share, up from $0.32, and the company raised its full-year 2024 FFO as Adjusted guidance by $0.03 per share at the midpoint to $1.27 to $1.32 per diluted share. For shareholders, the higher guidance points to improved expected core operating earnings for 2024.
Q1 2024 net income attributable to common shareholders was $2.6 million, or $0.02 per diluted share, versus a net loss of $19.1 million in Q1 2023.
Q1 2024 FFO as Adjusted was $0.33 per diluted share, up from $0.32 in Q1 2023; same-property NOI growth was 2.2%.
2024 FFO as Adjusted guidance was raised to $1.27 to $1.32 per diluted share from $1.24 to $1.29.
The company acquired Ledgewood Commons for $83 million on April 5, 2024, and Heritage Square for $34 million on February 8, 2024.
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.