{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-206455","form_type":"8-K","ticker":"ADPT","cik":"0001478320","company_name":"Adaptive Biotechnologies Corp","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.342020+00:00","generated_at":"2026-05-14T23:20:02.817042+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Adaptive Biotechnologies Q1 revenue $70.9M, up 35% YoY; MRD revenue up 53%; raises FY2026 MRD guidance to $260-270M","bullets":["Q1 revenue $70.9M (+35% YoY); MRD revenue $67.1M (+53% YoY); clonoSEQ test volume 32,595 (+41%).","Net loss narrowed to $20.0M from $29.8M; adj. EBITDA loss $2.5M improved from $12.7M loss.","Raised FY2026 MRD revenue guidance to $260-270M (from $255-265M), implying 22-27% annual growth.","Recognized $9.0M in MRD pharma regulatory milestone revenue, first U.S. primary endpoint milestone.","Immune Medicine revenue $3.8M (-57% YoY); cash & equivalents $237.2M."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-206455","json":"https://secwatch.observer/filing/0001193125-26-206455.json","markdown":"https://secwatch.observer/filing/0001193125-26-206455.md","text":"https://secwatch.observer/filing/0001193125-26-206455.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1478320/000119312526206455/0001193125-26-206455-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1478320/000119312526206455/adpt-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:20:02.817042+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"2315d86724169f954dba5bf5b5e9fe0bcf0f020b","claim":"Adaptive Biotechnologies Corp updated its full year 2026 guidance (raised).","evidence_excerpt":"Raising full year 2026 MRD revenue guidance to a new range of $260 million to $270 million, implying annual growth of 22% to 27%.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1478320/000119312526206455/0001193125-26-206455-index.htm","confidence":0.9},{"claim_id":"cbe4a044c641e9b722120794c06a84fafe1dce6c","claim":"Adaptive Biotechnologies Corp reported the quarter ended March 31, 2026 results: revenue $70.9 million, net income $20.0 million.","evidence_excerpt":"First Quarter 2026 Financial Results Revenue was $70.9 million for the quarter ended March 31, 2026, representing a 35% increase from the first quarter in the prior year. Excluding revenue recognized under the Genentech Agreement, which did not generate revenue in the quarter ended March 31, 2026, revenue for the current quarter increased 45% from the first quarter in the prior year. MRD revenue was $67.1 million for the quarter, representing a 53% increase from the first quarter in the prior year. Immune Medicine revenue was $3.8 million for the quarter, representing a 57% decrease from the first quarter in the prior year. Excluding revenue from the Genentech Agreement, Immune Medicine revenue for the quarter ended March 31, 2026 decreased 26% from the first quarter in the prior year. Operating expenses for the first quarter of 2026 were $90.1 million, compared to $82.0 million in the first quarter of the prior year, representing an increase of 10%. Interest and other income, net was","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1478320/000119312526206455/0001193125-26-206455-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001326380-26-000020","ticker":"GME","company_name":"GameStop Corp.","filed_at":"2026-06-02T20:43:35+00:00","headline":"GameStop Q1 record net income $389.6M, revenue up 14%, new $2B buyback","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001326380-26-000020","json":"https://secwatch.observer/filing/0001326380-26-000020.json","markdown":"https://secwatch.observer/filing/0001326380-26-000020.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/0001326380-26-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/gme-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Raising full year 2026 MRD revenue guidance to a new range of $260 million to $270 million, implying annual growth of 22% to 27%.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1478320/000119312526206455/0001193125-26-206455-index.htm","comparable_excerpt":"Net sales were $835.3 million for the first quarter","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/0001326380-26-000020-index.htm"}},{"accession":"0001628280-26-039805","ticker":"GTLB","company_name":"Gitlab Inc.","filed_at":"2026-06-02T20:17:31+00:00","headline":"GitLab Q1 revenue $264M (+23% YoY); 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non-GAAP operating margin of 14% • Operating cash flow of $149.2 million and non-GAAP adjusted free cash flow of $146.7","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/0001628280-26-039805-index.htm"}},{"accession":"0001040130-26-000016","ticker":"PETS","company_name":"PETMED EXPRESS INC","filed_at":"2026-06-02T20:15:54+00:00","headline":"PetMed Q4 sales fall 15.6% to $42.8M; FY net loss widens to $57.3M on goodwill impairment","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001040130-26-000016","json":"https://secwatch.observer/filing/0001040130-26-000016.json","markdown":"https://secwatch.observer/filing/0001040130-26-000016.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1040130/000104013026000016/0001040130-26-000016-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1040130/000104013026000016/pets-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Raising full year 2026 MRD revenue guidance to a new range of $260 million to $270 million, implying annual growth of 22% to 27%.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1478320/000119312526206455/0001193125-26-206455-index.htm","comparable_excerpt":"Net sales of $179.0 million compared to $227.0 million in the prior year, a decrease of 21.1%, primarily driven by a decline in prescription medication sales. • Net loss of $57.3 million, or $(2.74) per diluted share, compared to a net loss of $6.3 million, or $(0.30) per diluted share in the prior year.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1040130/000104013026000016/0001040130-26-000016-index.htm"}},{"accession":"0001193125-26-253505","ticker":"SPWH","company_name":"SPORTSMAN'S WAREHOUSE HOLDINGS, INC.","filed_at":"2026-06-02T20:10:20+00:00","headline":"Sportsman's Warehouse Q1 net sales up 2.8% to $256.1M; same-store sales +2.1%; net loss $21.8M","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-253505","json":"https://secwatch.observer/filing/0001193125-26-253505.json","markdown":"https://secwatch.observer/filing/0001193125-26-253505.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/0001193125-26-253505-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/spwh-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Raising full year 2026 MRD revenue guidance to a new range of $260 million to $270 million, implying annual growth of 22% to 27%.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1478320/000119312526206455/0001193125-26-206455-index.htm","comparable_excerpt":"and generating positive free cash flow to further strengthen our balance sheet through debt reduction.” For the thirteen weeks ended May 2, 2026: • Net sales increased 2.8% to $256.1 million, compared to $249.1 million in the first quarter of fiscal year 2025. Performance was driven primarily by a 7.4% gain in Hunting and Shooting Sports, led by firearms, ammunition,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/0001193125-26-253505-index.htm"}},{"accession":"0001327567-26-000012","ticker":"PANW","company_name":"Palo Alto Networks Inc","filed_at":"2026-06-02T20:08:29+00:00","headline":"Palo Alto Networks Q3 revenue $3.0B (+31% YoY); NGS ARR $8.1B (+60% YoY)","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001327567-26-000012","json":"https://secwatch.observer/filing/0001327567-26-000012.json","markdown":"https://secwatch.observer/filing/0001327567-26-000012.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/panw-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Raising full year 2026 MRD revenue guidance to a new range of $260 million to $270 million, implying annual growth of 22% to 27%.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1478320/000119312526206455/0001193125-26-206455-index.htm","comparable_excerpt":"chief financial officer of Palo Alto Networks. Third Quarter Fiscal 2026 Financial Highlights • Total revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere. • Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm"}},{"accession":"0001104659-26-069464","ticker":"ULTA","company_name":"Ulta Beauty, Inc.","filed_at":"2026-06-02T20:06:38+00:00","headline":"Ulta Q1 net sales +11.1% to $3.16B, comps +5.3%; FY EPS guidance raised to $28.36-$28.80","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069464","json":"https://secwatch.observer/filing/0001104659-26-069464.json","markdown":"https://secwatch.observer/filing/0001104659-26-069464.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/ulta-20260602x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Raising full year 2026 MRD revenue guidance to a new range of $260 million to $270 million, implying annual growth of 22% to 27%.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1478320/000119312526206455/0001193125-26-206455-index.htm","comparable_excerpt":"compared to the same period ended May 3, 2025 : ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 13 Weeks Ended ​ ​ May 2, ​ May 3, (Dollars in millions, except per share data) ​ 2026 ​ 2025 Net sales ​ $ 3,163.9 ​ $ 2,848.4 Comparable sales ​ ​ 5.3% ​ ​ 2.9% Gross profit (as a percentage of net sales) ​ ​ 40.1% ​ ​ 39.1% Selling, general and administrative expenses ​ $ 814.7 ​ $ 710.6","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm"}},{"accession":"0001628280-26-039786","ticker":"YEXT","company_name":"Yext, Inc.","filed_at":"2026-06-02T20:05:58+00:00","headline":"Yext Q1 FY27: Adj EBITDA margin 25%, ARR $440.8M; 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Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}