This is a round-up of the reports filed on Monday, 10 August 2026 - both the companies that reported before the open and those that reported after the close. We are writing about it today.
| Close | Change | |
|---|---|---|
| S&P 500 ETF | 773.03 | -0.03% |
| Dow Jones ETF | 538.99 | -0.12% |
| Nasdaq 100 ETF | 720.87 | -0.30% |
| Russell 2000 ETF | 299.98 | -0.52% |
In dollars, per the ETFs tracking the indices.
Four lines of nothing.
And that is precisely the point of this day. Anyone looking only at the indices saw a dull session in which nothing happened. Anyone holding the stocks that reported saw something entirely different.
The Gap Between the Index and the Stock
| Company | Close | Change |
|---|---|---|
| Camtek | $158.10 | +1.77% |
| Perion | $9.81 | 0.00% |
| monday.com | $88.62 | -4.84% |
| Riot Platforms | $19.40 | -5.46% |
| Nayax | $62.00 | -10.22% |
| CEVA | $31.92 | -17.46% |
| Bitdeer | $8.70 | -20.08% |
| Powerfleet | $3.06 | -30.61% |
The index moved three hundredths of a percent. The spread between the day's best and worst reporter was more than 32 percentage points.
That is dispersion, and it is what happens at the peak of earnings season: money is not leaving the market or entering it - it is changing places.
For a sense of the day's volume: 153 companies filed with the US Securities and Exchange Commission on Monday, and 13 filed financial reports with MAYA in Tel Aviv.
The Morning Reporters
Camtek +1.77%. Record revenue of $133.2 million, but GAAP net income fell 31%. What held the stock up was the guidance: $158 to $160 million for the third quarter, a jump of roughly 20% in a single quarter, built on more than $600 million of orders received since the start of the year.
Perion 0.00%. Revenue fell 5% to $98.2 million and contribution ex-TAC fell 11%. The company narrowed its full-year range downward, and the arithmetic inside it shows the first half delivered $3.2 million of adjusted EBITDA against a full-year target of $51 to $53 million. The stock closed at exactly Friday's price.
monday.com -4.84%.
Nayax -10.22%. Revenue rose 28.2% to $122.6 million and the company reaffirmed its full-year revenue and EBITDA outlook. What moved the price was a different line: free cash flow conversion from adjusted EBITDA was cut from roughly 40% to roughly 5% to 10%.
CEVA -17.46%. And this is the day's outlier. Revenue rose 13%, licensing revenue rose 21% to a three-year high, adjusted operating profit nearly tripled and the loss narrowed. The release itself contains no written numerical guidance - it was delivered on the conference call - so the written document does not explain the fall.
Bitdeer -20.08%. Revenue rose 47% to $228.8 million, but cost of revenue was $237.3 million - higher than revenue itself. Gross margin turned negative, minus 3.7% against 7.7% a year ago. The same release reported a $4.7 billion, 16-year lease in Norway.
Powerfleet -30.61%. Revenue rose 6.4%, gross margin rose to 55.2% and operating cash flow nearly doubled. Then the company revised its fiscal 2027 outlook downward, after deciding to give up South African revenue to free resources for the Treasury contract there - and on the same day announced a new President and CFO.
And a word on Gilat Satellite Networks, which is worth getting right.
Gilat is not a Monday reporter. It published its second-quarter results release on 5 August, and we wrote about it here. What was filed on Monday is the formal financial report for that same quarter - the statutory filing that follows the release, not a new report.
That distinction is easy to miss, because in MAYA's filed feed the two actions look alike. The quarter's numbers were published last week, and have not been counted twice here.
And Photomyne filed a second-quarter report: revenue of $9.923 million in the quarter, gross profit of $7.054 million (roughly 71.1%), an operating loss of $1.599 million, a net loss of $1.469 million and negative operating cash flow of $1.023 million. On the balance sheet: total assets of $11.675 million and equity of $2.444 million.
The After-Close Reporters: No Reaction Yet
Three companies reported after the close in New York. Their Monday closes preceded the reports and are not a reaction to them - the market's response will only be visible in Tuesday's session.
Rocket Lab. Record revenue of $234.1 million growing 62%, and a record backlog of $2.36 billion, up 137%. The qualifier: third-quarter guidance points to a GAAP gross margin of 29% to 31%, against roughly 36% in the reported quarter, and an adjusted EBITDA loss widening from $8.8 million to $17-23 million.
Hims & Hers. Revenue rose 38% to $753.2 million and the full-year outlook was raised to $3.1-3.3 billion. But gross margin fell from 76% to 64%, and the company swung from $42.5 million of net income to an $86.3 million loss.
AST SpaceMobile. Revenue rose from $1.2 million to $31.5 million, and the constellation reached 13 spacecraft in orbit. Inside operating expenses of $329.1 million sits a $125.9 million loss on involuntary conversion - and the release does not describe what caused it.
Two Miners, Two Paths, One Day
I want to leave this comparison in, because it teaches something.
Bitdeer and Riot Platforms reported on the same day, and both are making exactly the same move: companies built on bitcoin mining, converting their power contracts into AI data centres.
Riot announced a 20-year, 191 MW lease with a leading AI lab worth roughly $9.1 billion over the initial term, on top of completing delivery of the first 25 MW to AMD. Its revenue in the quarter was $174.2 million, up 14%, including $23.2 million from data centre operations.
But the same report also booked a net loss of $237.2 million - including a $74.6 million loss on its bitcoin holdings and a $28.0 million impairment of property and equipment. Which explains why a stock announcing the day's biggest contract still fell.
Bitdeer announced a 16-year, 121 MW lease in Norway worth $4.7 billion.
Riot's stock fell 5.46%. Bitdeer's fell 20.08%.
The difference, in my view, is not the size of the deal but the distance from it to cash. At Riot there are already megawatts delivering power to a paying customer. At Bitdeer the equivalent site, Rockdale in Texas, is still described as "in active evaluation of AI transition", and the Knoxville site has been pushed to the third quarter of 2027.
A Note on Our Calendar
Sela Capital appeared on the list of reporters we prepared for this week, and did not file a report on Monday. A check against MAYA's filed feed shows 13 filings that day, and Sela Capital is not among them.
We are stating this explicitly - an earnings calendar is a forecast, and not every forecast holds.
הזווית שלי
דעה אישית של אילן אברמוב - לא ייעוץ ולא המלצה
What this day teaches me is not about any one of these companies. It is about the distance between the index and what happens underneath it.
The S&P 500 fell three hundredths of a percent. Anyone reading only the end-of-day headline would say nothing happened. And on exactly that day, anyone holding Powerfleet lost close to a third of their money.
Which is why I dislike the sentence "the market was quiet today". In a quarter where hundreds of companies report within two weeks, the index is an average of enormous moves in opposite directions. The quiet is statistical, not real.
And what repeats across every one of today's reporters is the same pattern we saw last week, only in a sharper version: Camtek rose on falling profit and jumping guidance. Nayax fell on 28% revenue growth and a cut to its cash outlook. Powerfleet fell 30% on a quarter that improved on every line and guidance that came down. In all three, the quarter's number was not the one that decided it.
The single exception is CEVA, and I am flagging it with an asterisk for myself. A report where every line is better than its predecessor, and minus 17.5%. I do not have the transcript of the conference call, so I do not have the explanation - and I would rather say that plainly than invent a story that fits. What can be seen from the document: licensing rose 21% and royalties rose 1%. And when an IP company produces a quarter on signatures rather than shipments, the market struggles to draw a forward line through it.
And what I take into Tuesday: three after-close reporters are still ahead. At Rocket Lab, a record in revenue and backlog against guidance pointing to a lower margin. At Hims & Hers, 38% growth against a gross margin that lost 12 percentage points. If this week's pattern holds, the number that decides both will not be the one that has already happened.
Errors or inaccuracies are possible. Spotted something that looks wrong? Write to me and I will correct it.
