619 material Form 8-K filings that 507 companies we cover made with the SEC in December 2025, 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).
CrowdStrike reported third-quarter fiscal 2026 revenue of $1.23 billion, up 22% from a year earlier, and raised its full-year fiscal 2026 guidance. The company still posted a larger GAAP net loss than a year earlier, while non-GAAP net income reached a record $245.4 million.
Total revenue was $1.23 billion for the quarter ended October 31, 2025, up from $1.01 billion a year earlier.
GAAP net loss attributable to CrowdStrike was $34.0 million, or $0.14 per diluted share, compared with a loss of $16.8 million, or $0.07, a year earlier.
Non-GAAP net income per diluted share was a record $0.96, compared with $0.76 a year earlier.
Fourth-quarter fiscal 2026 total revenue guidance is $1,290.0 million to $1,300.0 million; full-year fiscal 2026 total revenue guidance is $4,796.6 million to $4,806.6 million.
Pure Storage reported fiscal third-quarter 2026 revenue of $964.5 million, up 16% year over year, but GAAP net income fell to $54.8 million from $63.6 million. The company raised its full-year fiscal 2026 revenue and non-GAAP operating income guidance, so the top-line and outlook changes point up while GAAP profit declined.
Q3 revenue $964.5 million, up from $831.1 million a year earlier; subscription services revenue $429.7 million, up 14%.
GAAP net income $54.8 million, or $0.16 per diluted share, versus $63.6 million, or $0.19, a year earlier.
FY26 revenue guidance raised to $3.63 billion to $3.64 billion from $3.60 billion to $3.63 billion; non-GAAP operating income guidance raised to $629 million to $639 million from $605 million to $625 million.
Repurchased 0.6 million shares for about $53 million in the quarter; cash and marketable securities totaled $1.5 billion.
Box reported fiscal third-quarter 2026 results for the quarter ended October 31, 2025, with revenue up 9% and remaining performance obligations up 18%, while non-GAAP diluted EPS fell from $0.45 to $0.31 because of a non-cash deferred tax expense. The Board also expanded the stock repurchase program by $150 million, and the company gave fiscal 2026 revenue guidance of about $1.175 billion.
Revenue of $301.1 million, up 9% year over year; remaining performance obligations of $1.5 billion, up 18%.
Non-GAAP diluted EPS of $0.31, compared with $0.45, including a $0.16 negative impact from non-cash deferred tax expenses.
Board authorized an additional $150 million for the stock repurchase program; about $35 million of capacity remained as of October 31, 2025.
Full-year fiscal 2026 guidance: revenue of about $1.175 billion and non-GAAP EPS of about $1.28, including a $0.61 deferred tax impact.
PROG Holdings agreed on December 1, 2025 to acquire Purchasing Power through a subsidiary, paying $420 million in cash, with about $330 million of non-recourse funding debt remaining in place after closing. The company expects the deal to close in early 2026, subject to regulatory approval and other conditions, and says it will fund it with cash on hand and new debt, which shareholders will weigh against the projected 2026 earnings contribution.
Cash purchase price of $420 million, plus about $330 million of non-recourse funding debt that stays in place
Funding: about $175 million from PROG balance sheet cash and about $260 million of incremental borrowing, per the investor presentation
Projected 2026 revenue of $680 million to $730 million and Adjusted EBITDA of $50 million to $60 million for Purchasing Power
Expected to close in early 2026; either party may terminate if closing has not occurred within 120 days of signing
United Natural Foods (UNFI) reported first-quarter fiscal 2026 results for the 13 weeks ended November 1, 2025. Net sales fell 0.4% to $7.8 billion, while the net loss narrowed to $4 million from $21 million and adjusted EBITDA rose 24.6% to $167 million. The company affirmed its full-year fiscal 2026 outlook, which for shareholders means the earlier profit guidance remains in place.
Net sales decreased 0.4% to $7.8 billion, driven by lower conventional sales, partly offset by 10.5% growth in natural segment sales.
Net loss of $4 million, or $0.06 per diluted share, versus a net loss of $21 million, or $0.35 per share, a year earlier.
Adjusted EBITDA increased 24.6% to $167 million; adjusted EPS was $0.56 versus $0.16.
Net leverage ratio declined to 3.2x; fiscal 2026 outlook affirmed, including net sales of $31.6 billion to $32.0 billion and adjusted EPS of $1.50 to $2.30.
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.