In this article @LCO.1 @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT United States Marine Corps soldiers seen staged outside of the Federal Building in downtown Los Angeles during the 'No War On Iran' protest after conflicts arise with Iran and Israel on June 19, 2025 in Los Angeles, United States. Anadolu | Anadolu | Getty Images Oil prices climbed Friday, a day after a volatile session t...
In this article @LCO.1 @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT United States Marine Corps soldiers seen staged outside of the Federal Building in downtown Los Angeles during the 'No War On Iran' protest after conflicts arise with Iran and Israel on June 19, 2025 in Los Angeles, United States. Anadolu | Anadolu | Getty Images Oil prices climbed Friday, a day after a volatile session that saw the Brent crude contract for June hit a four-year high before retreating. The June contract, which expired on Thursday, climbed to $126.41 a barrel before settling at $114.01. On Friday, the July Brent futures contract rose 1.11% to $111.63 as of 10:15 p.m. ET, while U.S. West Texas Intermediate futures for June gained 0.45% to $105.54. The moves come as U.S. President Donald Trump faces a 60-day deadline under the War Powers Resolution related to military action in the Iran war. Under the 1973 law , a president must withdraw troops within 60 days of notifying Congress of their deployment, unless lawmakers authorize the military action. Congress has not done so. Stock Chart Icon Stock chart icon The U.S. and Israel launched strikes on Iran on Feb. 28, and Trump formally notified Congress on March 2, starting the 60-day clock and setting up a May 1 deadline. Trump could seek a 30-day extension under the law but has not done so, according to lawmakers. It remains unclear if Trump will withdraw U.S. forces if the deadline lapses without congressional approval. Tensions remain elevated despite a ceasefire. Trump on Wednesday escalated threats against Tehran, vowing to maintain the U.S. blockade on Iran until Tehran agrees to a nuclear deal. Tehran has refused to reopen the Strait of Hormuz unless the U.S. lifts its blockade of Iranian ports. Axios also reported that the U.S. Central Command had prepared a plan for a "short and powerful" wave of strikes on Iran in hopes of breaking stalled talks between Washington and Tehran. While the two sides are currently in a ceasef...
Ceri Breeze/iStock Editorial via Getty Images Introduction Three years ago Rolls-Royce ( OTCPK:RYCEY ) ( OTCPK:RYCEF ) was not in a great place. Its newly appointed CEO branded the company a “burning platform,” as nearly every investment resulted in value being destroyed. The firm was underperforming nearly every competitor, and worries hung over the weak balance sheet. To say change was needed wo...
Ceri Breeze/iStock Editorial via Getty Images Introduction Three years ago Rolls-Royce ( OTCPK:RYCEY ) ( OTCPK:RYCEF ) was not in a great place. Its newly appointed CEO branded the company a “burning platform,” as nearly every investment resulted in value being destroyed. The firm was underperforming nearly every competitor, and worries hung over the weak balance sheet. To say change was needed would be an understatement. An ambitious transformation program was initiated, costs were cut, and unprofitable contracts were repriced. At the same time, the wider environment boosted Rolls-Royce. The bounce back in travel post-pandemic boosted the civil aviation division, rising defence spending boosted demand for its defence products, and rising data centre construction resulted in higher sales of power generation systems. This transformation was a success. Free cash flow has turned from negative to £3.3 billion in 2025, the balance sheet now has £1.9 billion in net cash, and shareholders have been rewarded with a more than sixteen-fold rise in the share price in under four years. Rolls-Royce is no longer the bloated, slow company of its past; it’s a high-margin industrial compounder, with growth only continuing at a rapid pace. Even after its rapid rise, I still believe Rolls-Royce can continue to deliver more. 2025 Results To see the progress Rolls-Royce has made, one only needs to look at its earnings . For 2025, revenues rose 14% year-over-year to reach £20.1 billion. This is far above the pre-transformation average and occurs across all major segments. Operating profit is where things look even more interesting, rising 38% from 2024 to reach £3.5 billion, as operating margins rose 3.2pts to 17.3%. 2025 Results Presentation – Rolls-Royce Improved profitability was observed across all segments. In the civil aerospace division, revenue rose 15% to £10.4 billion, supported by a 6% increase in engine flying hours and a 10% rise in shop visits. This resulted in an operating...
Earnings Call Insights: Roku (ROKU) Q1 2026 Management View "We delivered an outstanding quarter and are executing against our monetization initiatives." (Founder, Chairman, President & CEO Anthony Wood) Wood said "Advertising revenue grew 27%" and "subscription revenue grew 30%, driven by Premium Subscriptions sign-ups," adding, "we just recently passed 100 million streaming households." "Platfor...
Earnings Call Insights: Roku (ROKU) Q1 2026 Management View "We delivered an outstanding quarter and are executing against our monetization initiatives." (Founder, Chairman, President & CEO Anthony Wood) Wood said "Advertising revenue grew 27%" and "subscription revenue grew 30%, driven by Premium Subscriptions sign-ups," adding, "we just recently passed 100 million streaming households." "Platform revenue grew 28% coming in ahead of our outlook, benefiting from the Olympics and Super Bowl" and "EBITDA margins more than doubled year-on-year to nearly 12%, and our $148 million of free cash flow for the quarter was our second highest free cash flow quarter on record." (COO & CFO Dan Jedda) "The majority of our video delivery is now through third-party programmatic partners" and "advertisers can now access our premium inventory through virtually every major buying platform." (President of Roku Media Charlie Collier) Outlook "We expect Q2 Platform to grow at a strong growth rate of 20% year-over-year." (COO & CFO Jedda) He also said, "for the full year, we increased our Platform revenue guidance by over $100 million or approximately 3 points of growth to nearly 21%, and we're increasing our EBITDA and EBITDA margins." "We just have much stronger visibility into Q2 versus H2, just given the macro environment... we're just being a little conservative on our H2 outlook." (COO & CFO Jedda) Financial Results "Advertising gross margin... at just over 60% was very strong for us in Q1... up over 400 basis points" and "I do believe that this level is sustainable for the rest of this year and after. I think it could potentially even come up." (COO & CFO Jedda) "Subscriptions were just north of 40%... I do expect it to stay at this 41% to 42% level for the rest of this year." (COO & CFO Jedda) "Non-M&E brands represented nearly 30% of the Roku Experience advertising revenue in first quarter." (President Collier) Q&A Brent Navon, BofA Securities: "can you explain some of the driver...
Earnings Call Insights: LendingTree (TREE) Q1 2026 Management View "We had an exceptional start to the year" (CEO, President & Director Scott Peyree), highlighting that "Adjusted EBITDA grew 71% year-over-year on a 37% increase in revenue" and that the company delivered "a record revenue quarter" and "the highest quarterly adjusted EBITDA we've had in 6 years." "Net leverage declined to 2.1x from ...
Earnings Call Insights: LendingTree (TREE) Q1 2026 Management View "We had an exceptional start to the year" (CEO, President & Director Scott Peyree), highlighting that "Adjusted EBITDA grew 71% year-over-year on a 37% increase in revenue" and that the company delivered "a record revenue quarter" and "the highest quarterly adjusted EBITDA we've had in 6 years." "Net leverage declined to 2.1x from 3.4x a year ago" (CEO Peyree), who also said the company "receive[d] a credit upgrade from S&P to B+ with a stable outlook" and framed the model as "a high-margin, asset-light marketplace with a scalable cost structure." "Insurance continues to lead the way" (CEO Peyree), saying the segment posted record levels and "Revenue and segment profit both achieved new records in the quarter, growing 51% and 50%, respectively, year-over-year," alongside the claim, "We are now the largest marketplace for consumers to shop for their insurance needs." "As the quarter progressed, we did begin to see some softening in consumer demand for loans" (CEO Peyree), attributing it to macro factors including "a decline in consumer sentiment, which reached historically low levels in April" while maintaining that "we remain confident in the long-term growth opportunity in consumer." "AI is a critical enabler across all of these efforts" (CEO Peyree), arguing, "AI is a tailwind, not a disruptor" and adding, "During the quarter, we launched an internally developed AI agent for our search marketing team that provides real-time optimization insights" and is being expanded across channels. "What we're assuming in the guide is just conservative" (CFO & Treasurer Jason Bengel), citing that "March and April, we did see headwinds" in Consumer and that guidance assumes "very, very muted seasonality with the possibility of further credit tightening out there." Outlook "At the midpoint of our updated '26 outlook, adjusted EBITDA is running at a 3-year compound annual growth rate of 26%" (CEO Peyree), while not...
Earnings Call Insights: Offerpad Solutions Inc. (OPAD) Q1 2026 Management View "Offerpad is executing," and "Over the past 2 years, we have evolved from a single product company into a multi-solution real estate platform, and that platform is now producing measurable results," said (Founder, Chairman & CEO Brian Bair). (CEO Bair) framed a tougher macro setup versus last quarter: "The macro environ...
Earnings Call Insights: Offerpad Solutions Inc. (OPAD) Q1 2026 Management View "Offerpad is executing," and "Over the past 2 years, we have evolved from a single product company into a multi-solution real estate platform, and that platform is now producing measurable results," said (Founder, Chairman & CEO Brian Bair). (CEO Bair) framed a tougher macro setup versus last quarter: "The macro environment has shifted since our last call... interest rates have moved higher... Transaction volumes remain below historical norms and affordability continues to limit mobility." He added that "we are seeing greater stabilization with increased engagement and clear alignment on pricing and expectations," and said, "we expect it to remain a tailwind through the remainder of 2026." (CEO Bair) emphasized capital discipline: "We run this business as a capital allocator first and an operator second... If it does not meet our return thresholds, we do not transact," adding, "volume follows return, not the other way around." He said the approach has produced "a portfolio that is cleaner, faster turning and better positioned for returns," and noted aged inventory "stands today at less than 30 homes, down from fewer than 60 at the end of quarter 4." (CEO Bair) said Offerpad made an operational change: "By moving to a post-inspection offer model, we are entering commitments with greater certainty," citing "stronger transaction quality" and "more efficient capital deployment." He also highlighted AI initiatives: "With SCOUT and HENRY, we are turning it into a faster, smarter and more consistent operating model," and said that after SCOUT deployment, "we saw over a 200 basis point improvement in home contracting rates." "We guided to a range of $70 million to $95 million in revenue and 250 to 300 transactions, and we delivered, generating $80 million in total revenue across 263 transactions in Q1," said (Chief Financial Officer Peter Knag). Outlook "For Q2, we expect 300 to 350 real estate t...
Earnings Call Insights: OneSpan (OSPN) Q1 2026 Management view “We had a good first quarter with strong profitability and solid revenue growth,” said (CEO & President Victor Limongelli), adding, “subscription revenue grew 8% year-over-year, and our adjusted EBITDA margin was 32%.” “Our gross revenue retention increased again in Q1, reaching 90% for the company as a whole and 94% for our Digital Ag...
Earnings Call Insights: OneSpan (OSPN) Q1 2026 Management view “We had a good first quarter with strong profitability and solid revenue growth,” said (CEO & President Victor Limongelli), adding, “subscription revenue grew 8% year-over-year, and our adjusted EBITDA margin was 32%.” “Our gross revenue retention increased again in Q1, reaching 90% for the company as a whole and 94% for our Digital Agreements business,” (CEO & President Limongelli) said, while also noting capital return activity: “share buybacks... totaled approximately 1.5 million shares for more than $18 million over the past 3 quarters” and “an increased quarterly dividend as well.” (CEO & President Limongelli) said the company “completed the acquisition of Build38,” describing the rationale as mobile becoming “a critical attack surface for banks to protect,” and adding, “we now offer a comprehensive set of leading mobile application security technologies across the app shielding landscape.” (CEO & President Limongelli) updated on NOK NOK Labs: “we have grown that business materially with ARR having increased about 20% in less than 10 months since closing,” and said, “we now have the broadest B2B2C authentication offering, both hardware and software, cloud and on-prem and OTP and FIDO.” “We acquired Build38 on February 27. And as such, our first quarter results include just over one month of Build38's financial contribution,” said (CFO & Treasurer Jorge Martell), while also disclosing a revenue presentation change: “we now include term maintenance revenue within subscription revenue.” Outlook “We are affirming our full year 2026 guidance for revenue and adjusted EBITDA, and we are raising our guidance for ARR,” said (CFO & Treasurer Martell). “For the full year 2026, we expect total revenue to be in the range of $244 million to $249 million,” (CFO & Treasurer Martell) said, adding, “We expect software and services revenue to be in the range of $201 million to $204 million” and “hardware revenue to be...
Stagwell (NASDAQ:STGW) reported first-quarter 2026 results that management said were “firmly in line with our expectations,” while emphasizing a strong start in net new business and continued investment in AI-enabled products and sales capabilities. Chairman and CEO Mark Penn said the company is “hi
Stagwell (NASDAQ:STGW) reported first-quarter 2026 results that management said were “firmly in line with our expectations,” while emphasizing a strong start in net new business and continued investment in AI-enabled products and sales capabilities. Chairman and CEO Mark Penn said the company is “hi
SPS Commerce (NASDAQ:SPSC) reported first-quarter 2026 results showing continued growth in its core operations, while management acknowledged ongoing pressure in the Amazon portion of its revenue recovery business. Revenue rose 6% year over year to $192.1 million, with recurring revenue up 7% and fu
SPS Commerce (NASDAQ:SPSC) reported first-quarter 2026 results showing continued growth in its core operations, while management acknowledged ongoing pressure in the Amazon portion of its revenue recovery business. Revenue rose 6% year over year to $192.1 million, with recurring revenue up 7% and fu
Roku (NASDAQ:ROKU) executives highlighted what CEO Anthony Wood called an “outstanding quarter” on the company’s first-quarter 2026 earnings call, pointing to accelerating platform growth, expanding advertising capabilities, and continued momentum in subscriptions. Management also discussed product
Roku (NASDAQ:ROKU) executives highlighted what CEO Anthony Wood called an “outstanding quarter” on the company’s first-quarter 2026 earnings call, pointing to accelerating platform growth, expanding advertising capabilities, and continued momentum in subscriptions. Management also discussed product