BlackBerry reported quarterly results showing revenue rose 26% year over year to $152.9 million, while adjusted EBITDA jumped 144% to $36.3 million. The adjusted margin improved to 24% from 12%. The company said QNX revenue increased 26% to $72.3 million, with an adjusted gross margin of 86%. Management raised its fiscal 2027 revenue outlook to $594 million to $621 million and said it expects about $100 million in operating cash flow, with cash and investments totaling $422.9 million.

Alphabet’s revenue rose 24% year over year to US$119.8 billion, with Google Cloud revenue up 82% on demand for AI infrastructure and enterprise AI products. The stock trades near US$355, about 13% below its 52-week high of US$408.61, and is valued at roughly 18 times trailing earnings. Management expects 2026 capital expenditures of US$195 billion to US$205 billion, largely to expand AI computing capacity. In a separate head-to-head finance task test, Claude led overall on calculator creation while Gemini scored higher on math, and both earned 100% on general financial knowledge.

Canadian telecom Telus has cut its dividend by 55% after its share price slid to around C$13.25, a low not seen since 2011. The stock has fallen from C$34 in 2022, while rival BCE has also reduced its dividend by more than 50%. Even as central-bank rate cuts in 2024 and 2025 helped spark rebounds in other capital-intensive sectors, telecom shares lagged. After taking Telus Digital private last year, Telus booked a C$2.1 billion writedown in its Q2 2026 results.

Franco-Nevada reported second-quarter results with revenue rising 57% year over year to US$580.9 million. Gold equivalent ounces sold increased 18% to 132,405, while operating cash flow climbed 12% to US$482.5 million. Net income rose 43% to US$354 million, or US$1.84 per share. Following the earnings release, the stock edged down about 1% in after-hours trading.

Canadian energy producer Peyto reported record Q1 2026 production of 148,000 barrels of oil equivalent per day, up 10% year over year, alongside funds from operations of $293 million and earnings of $171 million. The company posted a 39% profit margin, its best in a decade, and said its realized natural-gas price was $4.69 per thousand cubic feet, helping it cut debt by $89 million in the quarter. Freehold also benefited from stronger pricing, with realized crude oil at $122 per barrel. The strong financial results at both companies support the sustainability of their monthly dividends.

TELUS said on July 31 it will cut its quarterly dividend to $0.1875 per share from $0.4184, lowering the annual payout to $0.75. The company expects the change to save about $2.7 billion through 2028 for debt reduction and will replace its prior dividend-growth approach with a payout target of 45% to 60% of trailing free cash flow. TELUS shares have recently traded around $13.25, about 42% below the $23.18 52-week high, implying a 5.6% dividend yield on the reset payout. Second-quarter free cash flow rose 2% year over year to $545 million.

Kinaxis reported second-quarter results with total revenue of US$158.8 million, up 16% year over year, while SaaS revenue rose 20% to US$106.5 million. Usage of scenario-planning activity on its platform continued to climb, with July up 30% from a year earlier. Average deal size nearly doubled from a year ago, annual recurring revenue increased 19% to US$465.6 million, and the company said it is winning large contracts more frequently.

Celestica (TSX: CLS) reported fiscal 2026 first-quarter revenue of $4.1 billion, up 53% year over year, while adjusted EPS rose 80% to $2.16. The company said growth was driven by its Connectivity & Cloud Solutions (CCS) unit, with communications revenue up 69% and enterprise revenue more than doubling. Celestica lifted its Q2 revenue outlook to $4.15 billion–$4.45 billion, or about 49% year-over-year growth at the midpoint. It also expects faster growth through fiscal 2026 and sees 2027 benefiting from mass production of 1.6T switching platforms and additional program wins.

Canada’s natural gas output hit a record 19 billion cubic feet per day in 2025, and set a monthly high of 20 billion cubic feet per day in November, as LNG exports began. LNG Canada Phase 1 entered production in the summer of 2025, with its first shipment exported to Asian markets in June 2025. The Canada Energy Regulator has said most future incremental gas supply is expected to flow to LNG exports. Tourmaline Oil (TSX:TOU) has lifted its 2026–2027 free cash flow outlook to about $900 million per year while maintaining a quarterly dividend of $0.50 per share, though the company faces exposure to North American gas-price volatility.