Tech & Software · Week of Nov 2, 2026
Buybacks and one-time charges mark Q3 tech earnings week
Eight companies reported quarters ended Sept. 30 on Nov. 4, with buybacks, guidance changes and one-time charges shaping the results.
Every release this week was a quarterly earnings report issued on Nov. 4, 2026. Several companies paired results with capital return moves: EPAM Systems set a new repurchase program of up to $1.8 billion and a planned $500 million accelerated share repurchase, CLEAR added $175.0 million to its repurchase authorization and declared a dividend, and Blue Owl Technology Finance Corp. bought back $55 million of stock. On guidance, Unisys raised its constant currency revenue growth outlook, Kyndryl and ECARX reaffirmed theirs, and EPAM updated its full-year outlook.
One-time items drove headline losses at several companies. Unisys reported a non-cash pension settlement loss of $151 million, net of tax, and Zillow Group's net loss included a $165 million Zillow Offers securities class action settlement. CLEAR's negative quarterly free cash flow reflected what it says was a roughly $315 million partnership liability settlement, while ECARX attributed a drop in gross margin to rising memory costs. Wayfair reported a swing to net income on double-digit U.S. revenue growth.

Unisys Corporation
Unisys Announces 3Q26 Results
Unisys reported third-quarter 2026 revenue of $471.5 million, up 2.5% year over year, and a net loss of $201.0 million that included a $151 million non-cash pension settlement loss, net of tax. The company raised its 2026 constant currency revenue growth guidance to (3.0)% to (1.5)% and reaffirmed non-GAAP operating profit margin guidance of 9.0% to 11.0%.

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%, with U.S. net revenue up 11.4% to $3.0 billion and net income of $62 million versus a $99 million loss a year earlier. The company says U.S. growth came against a roughly flat category, while International net revenue fell 2.3% to $380 million and the segment posted negative Adjusted EBITDA of $25 million.

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, with Total CLEAR Members at 46.7 million and Active CLEAR+ Members at 8.5 million. The company raised its full-year Free Cash Flow guidance, added $175.0 million to its share repurchase authorization and declared a $0.15 per share dividend payable December 24, 2026.

Kyndryl
KYNDRYL REPORTS SECOND QUARTER FISCAL 2027 RESULTS
Kyndryl reported fiscal second-quarter 2027 revenues of $3.7 billion, down 1.9% on a reported basis, and net income of $59 million, with hyperscaler-related revenues of more than $550 million up 27.2%. The company reaffirmed fiscal 2027 guidance and says workforce rebalancing actions, which carried $38 million in charges this quarter, are expected to yield annualized run-rate savings of approximately $400 to $500 million in fiscal 2028.

Zillow Group, Inc.
Zillow Group Reports Third-Quarter 2026 Financial Results
Zillow Group reported third-quarter 2026 revenue of $724 million, up 7%, led by a 26% rise in Rentals revenue and a 32% rise in Mortgages revenue, and a net loss of $158 million including 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.
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.

EPAM Systems, Inc.
EPAM Reports Results for Third Quarter 2026
EPAM Systems reported third-quarter 2026 revenues of $1.426 billion, up 2.3%, and GAAP diluted EPS of $2.53, and now expects full-year revenue growth of 3.5% to 3.7%. The company set a new repurchase program of up to $1.8 billion through December 31, 2029, plans a $500 million accelerated share repurchase the week of November 9, 2026, and says it will return at least 50% of free cash flow annually from 2027 through 2029.
ECARX Holdings Inc.
ECARX Announces Third Quarter 2026 Unaudited Financial Results
ECARX reported third-quarter 2026 revenue of US$240.8 million, up 10%, while gross margin fell to 7.0% from 21.9%, which the company attributes mainly to rising memory costs, and net loss widened to US$48.6 million. It completed the acquisition of the Flyme software business for a US$191.5 million payment, signed a non-binding memorandum of understanding with Arm to co-develop AI compute platforms and reiterated 2026 revenue guidance of US$1.0-US$1.1 billion.
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 Nile Web Host reporting.