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Tech & Software · Week of Nov 2, 2026

Raised guidance and buybacks mark Q3 tech earnings week

Third-quarter 2026 results dominated the week, with several raised outlooks, expanded buybacks and one-time charges weighing on GAAP figures.

· My Social Sketch newsroom

Third-quarter 2026 earnings accounted for every release this week. Waters Corporation, Unisys and CLEAR each raised parts of their full-year 2026 guidance, while Kyndryl reaffirmed its fiscal 2027 outlook. Capital returns were a recurring theme: Hut 8 raised its repurchase authorization to $1.0 billion, CLEAR added $175.0 million to its buyback and declared a dividend, and Blue Owl Technology Finance Corp. repurchased $55 million of stock and declared a $0.35 base dividend.

Several companies reported GAAP results pulled down by one-time items while adjusted measures improved. Waters cited acquisition-related purchase accounting and restructuring costs, Unisys a $151 million non-cash pension settlement loss, Zillow Group a $165 million class action settlement, and Kyndryl $38 million of workforce rebalancing charges. Deal activity also featured, with Waters acquiring MOBILion Systems and Hut 8 signing a second 352 MW lease at Beacon Point and agreeing to acquire two West Texas sites.

  1. 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, up 21%, raised full-year revenue guidance to $6.479 billion to $6.497 billion, and announced it has acquired MOBILion Systems, Inc. GAAP diluted EPS fell to $0.82 from $2.50, which the company attributes to acquisition-related purchase accounting charges, acquisition-related costs and restructuring costs.

  2. Unisys Corporation

    Unisys Announces 3Q26 Results

    Unisys reported third-quarter 2026 revenue of $471.5 million, up 2.5%, and a net loss of $201.0 million that included a $151 million non-cash pension settlement loss tied to transferring about $200 million of U.S. pension liabilities to an insurer. The company raised its 2026 constant currency revenue growth guidance to (3.0)% to (1.5)% and reported New Business TCV of $221 million, up 78%.

  3. Wayfair Inc.

    Wayfair Announces Third Quarter 2026 Results, Reports Double Digit U.S. Revenue Growth

    Wayfair reported third-quarter 2026 net revenue of $3.4 billion, up 9.7%, and net income of $62 million, compared with a net loss of $99 million a year earlier. The company says U.S. revenue grew 11.4% against a roughly flat category, while international revenue fell 2.3% and the International segment posted negative Adjusted EBITDA of $25 million.

  4. Hut 8 Corp.

    Hut 8 Reports Third Quarter 2026 Results

    Hut 8 reported third-quarter 2026 revenue of $71.1 million and net income of $189.5 million, including $413.8 million of primarily unrealized gains on digital assets, and signed a second 352 MW IT lease at Beacon Point that it says carries about $9.8 billion in expected base-term contract value. The company also closed a $1.07 billion revolving credit facility and raised its share repurchase authorization to $1.0 billion on November 2, 2026.

  5. CLEAR

    CLEAR Announces Third Quarter 2026 Financial Results

    Clear Secure reported third-quarter 2026 revenue of $292.9 million, up 27.8%, and net income of $75.3 million, while raising full-year Free Cash Flow guidance and adding $175.0 million to its share repurchase authorization. Quarterly Free Cash Flow was $(103.8) million, which the company says reflects an approximately $315 million settlement of accrued partnership liabilities; it now reports 63 CLEAR+ airports.

  6. Kyndryl

    KYNDRYL REPORTS SECOND QUARTER FISCAL 2027 RESULTS

    Kyndryl reported fiscal second-quarter 2027 revenues of $3.7 billion, down 1.9%, and net income of $59 million, with signings of $4.1 billion and hyperscaler-related revenues of more than $550 million, up 27.2%. The company reaffirmed its fiscal 2027 guidance and says workforce actions that cost $38 million this quarter are expected to produce $400 to $500 million in annualized run-rate savings in fiscal 2028.

  7. 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%, and a net loss of $158 million that included a $165 million Zillow Offers securities class action settlement. The company attributes a 4% decline in Residential revenue to higher-than-expected mortgage rates that pressured housing transaction volume.

  8. 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 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.

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 My Social Sketch reporting.