Tech & Software · Week of Nov 2, 2026
Q3 earnings: one-off charges and gains shape results
Third-quarter earnings dominated, with several companies citing one-off charges or gains, from pension and legal settlements to asset sales.
All eight releases this week were third-quarter 2026 results, and one-off items shaped the bottom line for several. Unisys reported a $201.0 million net loss that included a $151 million non-cash pension settlement loss, Zillow Group's $158 million net loss included a $165 million Zillow Offers class action settlement, and CLEAR said negative quarterly free cash flow reflected an approximately $315 million settlement of partnership liabilities. Chunghwa Telecom said a one-off gain from asset revitalization contributed to profit that beat its guidance.
Growth was uneven. Nova reported record revenue of $287.8 million, up 28% year over year, on Advanced Packaging and memory, while ECARX said rising memory costs cut its gross margin to 7.0% from 21.9%. Wayfair returned to a net profit on 11.4% U.S. revenue growth, and Unisys and CLEAR both raised parts of their full-year guidance. At the small end, TEN Holdings reported a wider net loss and filed for a $100 million universal shelf.
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 including 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%, and net income of $62 million compared with a $99 million net loss a year earlier. The company says U.S. revenue rose 11.4% against what it describes as a roughly flat category, while international revenue fell 2.3% to $380 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, and raised its full-year Free Cash Flow guidance. The board added $175.0 million to the share repurchase authorization and declared a $0.15 per share dividend payable December 24, 2026, and the company reports 46.7 million total CLEAR Members.
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%, while Residential revenue fell 4%. Its $158 million net loss included a $165 million Zillow Offers securities class action settlement, and the company attributes the Residential decline to higher-than-expected mortgage rates.
ECARX Holdings Inc.
ECARX Announces Third Quarter 2026 Unaudited Financial Results
ECARX reported third-quarter 2026 revenue of US$240.8 million, up 10%, and a net loss of US$48.6 million, and says rising memory costs cut gross margin to 7.0% from 21.9%. Cash fell to US$53.7 million after a US$191.5 million payment for the Flyme software business, and the company reiterated 2026 revenue guidance of US$1.0-US$1.1 billion and signed a non-binding MOU with Arm on AI compute platforms.
Nova
Nova Reports Record Third Quarter 2026 Financial Results
Nova reported record third-quarter 2026 revenue of $287.8 million, up 28% year over year, and GAAP net income of $90.0 million, citing record revenue from Advanced Packaging solutions and memory devices. The semiconductor metrology supplier guided fourth-quarter revenue of $305 million to $315 million.
TEN Holdings, Inc.
TEN Holdings Reports Third Quarter 2026 Financial Results
TEN Holdings reported third-quarter 2026 revenue of $640,000, up 17.9%, and a net loss of $3,734,000, wider than $1,987,000 a year earlier, driven partly by a $1.8 million write-off of capitalized service contracts. Cash fell to $3.5 million, the company named Ian M. Lawson Interim Chief Financial Officer and filed a Form S-3 for a $100 million universal shelf.
Chunghwa Telecom Co., Ltd.
Chunghwa Telecom Reports Un-Audited Consolidated Operating Results for the Third Quarter of 2026
Chunghwa Telecom reported un-audited third-quarter 2026 revenue of NT$ 67.59 billion, up 16.7%, and net income attributable to the parent of NT$ 12.22 billion, up 29.5%, which it says exceeded the high end of guidance with help from a one-off asset revitalization gain. The company says Enterprise ICT revenue rose 19% and IPLC revenue, mainly from submarine cable systems, rose 33%.
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 MatrixWeb reporting.