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Tech & Software · Week of Nov 2, 2026

One-off charges and buybacks mark Q3 tech earnings week

Eight companies reported quarters ended September 30, with pension, legal and partnership charges weighing on GAAP results and buybacks expanding.

· WebGuard Core newsroom

Every release this week was a quarterly earnings report issued on Nov. 4, 2026, covering periods ended September 30. Several companies posted GAAP results shaped by one-time items: Unisys says a $151 million non-cash pension settlement loss drove its net loss, Zillow Group's net loss included a $165 million Zillow Offers class action settlement, and CLEAR says a roughly $315 million settlement of accrued partnership liabilities turned quarterly free cash flow negative. Hut 8's net income, by contrast, included $413.8 million of primarily unrealized gains on digital assets.

Capital returns were a second thread. 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. On guidance, Unisys raised its constant currency revenue outlook, Kyndryl reaffirmed its fiscal 2027 targets, and ECARX reiterated full-year revenue guidance while reporting that rising memory costs cut its gross margin.

  1. 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 2026 constant currency revenue growth guidance to (3.0)% to (1.5)%, reaffirmed its 9.0% to 11.0% non-GAAP operating margin guidance, and says New Business TCV rose 78% to $221 million.

  2. Wayfair Inc.

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

    Wayfair reported third-quarter total 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 compared with 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 that segment posted negative Adjusted EBITDA of $25 million.

  3. Hut 8 Corp.

    Hut 8 Reports Third Quarter 2026 Results

    Hut 8 reported third-quarter revenue of $71.1 million, down from $83.5 million, and net income of $189.5 million that included $413.8 million of primarily unrealized digital asset gains. The company signed a second 352 MW IT lease at Beacon Point that it says represents about $9.8 billion in expected base-term contract value, closed a $1.07 billion revolving credit facility, and raised its repurchase authorization to $1.0 billion.

  4. CLEAR

    CLEAR Announces Third Quarter 2026 Financial Results

    Clear Secure reported third-quarter revenue of $292.9 million, up 27.8%, and net income of $75.3 million, with quarterly free cash flow of $(103.8) million that the company attributes to an approximately $315 million settlement of accrued partnership liabilities. It raised full-year free cash flow guidance, added $175.0 million to its buyback, declared a $0.15 dividend payable December 24, 2026, and reported 46.7 million total CLEAR Members.

  5. Kyndryl

    KYNDRYL REPORTS SECOND QUARTER FISCAL 2027 RESULTS

    Kyndryl reported fiscal second-quarter revenue of $3.7 billion, down 1.9% as reported, and net income of $59 million, with signings of $4.1 billion and hyperscaler-related revenue of more than $550 million, up 27.2%. The company took $38 million in workforce rebalancing charges it says should yield $400 to $500 million in annualized savings in fiscal 2028, and reaffirmed its fiscal 2027 guidance.

  6. Zillow Group, Inc.

    Zillow Group Reports Third-Quarter 2026 Financial Results

    Zillow Group reported third-quarter revenue of $724 million, up 7%, led by Rentals revenue up 26% to $220 million and Mortgages revenue up 32% to $70 million. Its net loss of $158 million included a $165 million Zillow Offers class action settlement, and the company attributes a 4% decline in Residential revenue to higher-than-expected mortgage rates.

  7. 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, up from $16.48, 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.

  8. ECARX Holdings Inc.

    ECARX Announces Third Quarter 2026 Unaudited Financial Results

    ECARX reported third-quarter revenue of US$240.8 million, up 10%, but says rising memory costs cut gross margin to 7.0% from 21.9% and its net loss widened to US$48.6 million. Cash fell to US$53.7 million after a US$191.5 million payment for the Flyme software business; the company reiterated US$1.0-US$1.1 billion full-year revenue guidance and signed a non-binding MOU with Arm on AI compute platforms.

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 WebGuard Core reporting.