815 material Form 8-K filings that 659 companies we cover made with the SEC in March 2026, 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).
Ooma reported fiscal fourth-quarter 2026 revenue of $74.6 million, up 15% year over year, and GAAP net income of $4.0 million, or $0.14 per diluted share, compared with a net loss of $0.3 million a year earlier. The company also gave first-quarter and full fiscal 2027 revenue and profit ranges, and the December 2025 acquisitions of FluentStream and Phone.com contributed $6.1 million of Q4 revenue. Shareholders get a clearer view of results and outlook, though the GAAP profit includes a $2.5 million tax benefit.
Q4 fiscal 2026 revenue was $74.6 million, up 15%; the FluentStream and Phone.com acquisitions contributed $6.1 million.
GAAP net income was $4.0 million, or $0.14 per diluted share, versus a net loss of $0.3 million, or $0.01 per share, a year earlier; it includes a $2.5 million tax benefit.
Non-GAAP net income was $9.4 million, or $0.34 per diluted share, versus $5.8 million, or $0.21, a year earlier.
Fiscal 2027 outlook: total revenue of $321 million to $325 million and GAAP net income of $9.3 million to $10.8 million; Q1 fiscal 2027 revenue of $79.6 million to $80.4 million.
Broadcom reported first-quarter fiscal 2026 revenue of $19.3 billion, up 29% from a year earlier, with GAAP diluted EPS of $1.50 versus $1.14 and non-GAAP diluted EPS of $2.05 versus $1.60. It guided second-quarter revenue to about $22.0 billion, up 47% year over year, and announced a $0.65 quarterly dividend and a new $10 billion share repurchase program, which together signal continued revenue growth and plans to return cash to shareholders.
Q1 AI semiconductor revenue was $8.4 billion, up 106% year over year, per CEO Hock Tan
GAAP net income was $7.3 billion, up 34% from $5.5 billion; non-GAAP net income was $10.2 billion
Quarterly dividend of $0.65 per share is payable March 31, 2026, to holders of record on March 23, 2026
New $10 billion share repurchase program runs through December 31, 2026
Veeva reported fourth-quarter fiscal 2026 revenue of $836.0 million, up 16% year over year, with GAAP diluted net income per share of $1.45 versus $1.18 a year earlier. The company also issued fiscal 2027 revenue guidance of $3,585 million to $3,600 million and non-GAAP diluted EPS of about $8.85. The filing does not state prior full-year guidance, so it does not say whether the new outlook is higher or lower than before.
Q4 total revenue $836.0 million, up from $720.9 million; GAAP operating income $245.9 million, up 30%
Q4 GAAP diluted EPS $1.45 vs $1.18; non-GAAP diluted EPS $2.06 vs $1.74
Fiscal 2027 revenue guidance $3,585 million to $3,600 million; non-GAAP operating income about $1,590 million
Q1 fiscal 2027 (ending April 30, 2026) revenue guidance $855 million to $858 million
National Vision reported fourth-quarter 2025 net revenue of $503.4 million, up 15.1%, and income from continuing operations of $3.3 million, compared with a $29.4 million loss a year earlier. For fiscal 2025, net income from continuing operations was $29.6 million, and the company issued fiscal 2026 guidance including adjusted diluted EPS of $0.85 to $1.09. The board also authorized up to $50 million in share repurchases effective March 2, 2026.
Q4 2025 net revenue was $503.4 million, up 15.1%; the 53rd week added $35.6 million.
Q4 diluted EPS from continuing operations was $0.04, compared with $(0.37) a year earlier.
Fiscal 2026 outlook: net revenue of $2.033 billion to $2.091 billion and adjusted diluted EPS of $0.85 to $1.09.
Board authorized up to $50 million in share repurchases effective March 2, 2026, running until December 28, 2030.
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.