Thursday's after-the-bell reports from Cloudflare, Atlassian, Dropbox, Arrow Electronics, Diodes, indie Semiconductor, Alpha and Omega Semiconductor and CVD Equipment. Two of them are about software growth rates, the rest are about what the AI build-out is doing to the parts business, good and bad. Cloudflare (NET) Revenue was $782.5 million, up 39% year over year and the … [Read more...] about Earnings Digest November 5 2026 Cloudflare, Atlassian, Arrow, Diodes and Dropbox Report and CVD Equipment Stops Taking System Orders