Earnings Call Insights: Autodesk (ADSK) Q4 2026 Management View CEO Andrew Anagnost opened by highlighting the company delivered “strong fiscal '26 results today with billings, revenue, non-GAAP operating margin, non-GAAP earnings per share and free cash flow, all above the high end of our guidance ranges.” Anagnost
Earnings Call Insights: Autodesk (ADSK) Q4 2026 Management View CEO Andrew Anagnost opened by highlighting the company delivered “strong fiscal '26 results today with billings, revenue, non-GAAP operating margin, non-GAAP earnings per share and free cash flow, all above the high end of our guidance ranges.” Anagnost
Earnings Call Insights: AvePoint, Inc. (AVPT) Q4 2025 Management View CEO Tianyi Jiang described Q4 as "a strong conclusion to an outstanding year," highlighting AvePoint’s "11th straight quarter of double-digit growth in net new ARR and achieved double-digit GAAP operating margins." Jiang emphasized the
Earnings Call Insights: AvePoint, Inc. (AVPT) Q4 2025 Management View CEO Tianyi Jiang described Q4 as "a strong conclusion to an outstanding year," highlighting AvePoint’s "11th straight quarter of double-digit growth in net new ARR and achieved double-digit GAAP operating margins." Jiang emphasized the
Earnings Call Insights: CoreWeave, Inc. (CRWV) Q4 2025 Management View CEO Michael Intrator highlighted that 2025 was a “defining year for CoreWeave,” with over $5.1 billion in revenue, a contracted revenue backlog of $66.8 billion, and more than 850 megawatts of active power at year-end. Intrator stated, “We
Earnings Call Insights: CoreWeave, Inc. (CRWV) Q4 2025 Management View CEO Michael Intrator highlighted that 2025 was a “defining year for CoreWeave,” with over $5.1 billion in revenue, a contracted revenue backlog of $66.8 billion, and more than 850 megawatts of active power at year-end. Intrator stated, “We
A drone flies past a U.S. government surveillance tower near the U.S.-Mexico border on Sept. 27, 2022 in Yuma, Arizona. John Moore | Getty Images News | Getty Images The Federal Aviation Administration (FAA) barred flights on Thursday in an area around Fort Hancock, Texas, after lawmakers said a military laser-based anti-drone system was believed to have been used by the Pentagon to accidentally s...
A drone flies past a U.S. government surveillance tower near the U.S.-Mexico border on Sept. 27, 2022 in Yuma, Arizona. John Moore | Getty Images News | Getty Images The Federal Aviation Administration (FAA) barred flights on Thursday in an area around Fort Hancock, Texas, after lawmakers said a military laser-based anti-drone system was believed to have been used by the Pentagon to accidentally shoot down a U.S. government drone. The FAA and Pentagon did not immediately comment, but the FAA cited "special security reasons" in its notice about the restrictions on the airspace near the Mexican border. U.S. Representatives Rick Larsen, Bennie Thompson and Andre Carson, top Democrats on committees overseeing aviation and Homeland Security issues, said in a joint statement the Pentagon reportedly shot down a Customs and Border Protection drone (CBP), and criticized the lack of coordination. Congressional aides told Reuters the Pentagon was believed to have used the high-energy laser system to accidentally shoot down the CBP drone near the Mexican border, in an area that often has incursions from Mexican drones used by drug cartels. CBP and the White House did not immediately respond to requests for comment. In February, the FAA said it was halting traffic for 10 days at the airport in nearby El Paso, Texas, only to reverse course and lift its order after about eight hours. Fort Hancock is about 50 miles (80 km) from El Paso. Reuters and other media reported that closure stemmed from concerns about the use of the laser-based anti-drone system and that the FAA had agreed to drop its restrictions around El Paso if the Pentagon agreed to delay further testing pending an FAA safety review. Aides said there was a lack of coordination between the FAA and the Pentagon. The government informed congressional offices about the El Paso closure as well as the Fort Hancock incident late on Thursday. The FAA notice barred all flights in the Fort Hancock area but said air ambulance or ...
Companies are increasingly using artificial intelligence as justification for cutting headcount and trimming costs, rather than using the technology to boost productivity by redeploying workers, according to Morningstar Inc. “The market, it seems, is squarely focused on what AI might destroy, and not the value it might create,” analyst Lochlan Halloway wrote in a note Thursday. Firms, such as Aust...
Companies are increasingly using artificial intelligence as justification for cutting headcount and trimming costs, rather than using the technology to boost productivity by redeploying workers, according to Morningstar Inc. “The market, it seems, is squarely focused on what AI might destroy, and not the value it might create,” analyst Lochlan Halloway wrote in a note Thursday. Firms, such as Australian logistics software company Wisetech Global Ltd., have reacted by slashing their workforce when such redundancies have been a pattern before AI, he added. Concerns over how AI could reshape economies and labor markets have dominated investor sentiment this month, fueling a retreat across sectors in what some have dubbed the “AI scare trade.” With earnings season and corporate guidance under closer scrutiny, firms will be now focusing on how AI may impact balance sheets. Companies Are Warming Up to Saying AI Is the Reason for Job Cuts The AI Narrative Has Flipped. The Evidence Hasn’t: Parmy Olson Taleb, Citrini Fuel AI Scare Trade as IBM Drops Most in 25 Years Shares in WiseTech jumped 11% on Wednesday after the company said it would cut 2,000 roles within two years — roughly 30% of its workforce — to lock in AI-driven efficiency gains. Days later, US payments firm Block Inc. announced plans to reduce its staff by more than 40%, sending the stock up 23% in extended trading. For Wisetech, which is still early in its expansion story, the job cuts “may say more about how management teams are learning to frame cost cuts in 2026 than about what AI is actually doing,” Halloway said. Such market reactions pointed to investor enthusiasm for cost savings tied to automation. But Morningstar remains skeptical. Companies could instead harness AI to improve productivity by redeploying employees into higher-value roles, rather than eliminating them. “AI can, and probably will, disrupt the old way tech businesses operated,” Halloway wrote. “But the big incumbents are among those best...
Netflix has dropped out of the fight to buy Warner Bros. Discovery, clearing the way for Paramount Skydance to clinch its deal for the historic Hollywood studio. Bloomberg's Lucas Shaw reports. (Source: Bloomberg)
Netflix has dropped out of the fight to buy Warner Bros. Discovery, clearing the way for Paramount Skydance to clinch its deal for the historic Hollywood studio. Bloomberg's Lucas Shaw reports. (Source: Bloomberg)