Earnings Call Insights: Frontdoor, Inc. (FTDR) Q1 2026 Management View "Coming into 2026, we laid out an ambitious plan, grow the member base, deliver structurally higher margins and maintain a disciplined capital allocation framework to create shareholder value." (Chairman of the Board & CEO William Cobb)
Earnings Call Insights: Frontdoor, Inc. (FTDR) Q1 2026 Management View "Coming into 2026, we laid out an ambitious plan, grow the member base, deliver structurally higher margins and maintain a disciplined capital allocation framework to create shareholder value." (Chairman of the Board & CEO William Cobb)
⚽ Conference League semi-final updates, 8pm BST kick-off ⚽ Nottingham Forest v Aston Villa – live | Scores | Mail Taha Yes, the one in Nottingham is a tantalising fixture … but this’ll be good, too, promise . Oliver Glasner has entered the final weeks of his spell at Crystal Palace with a prize still available; the club who took 120 years to win their first major trophy could make it two in two. T...
⚽ Conference League semi-final updates, 8pm BST kick-off ⚽ Nottingham Forest v Aston Villa – live | Scores | Mail Taha Yes, the one in Nottingham is a tantalising fixture … but this’ll be good, too, promise . Oliver Glasner has entered the final weeks of his spell at Crystal Palace with a prize still available; the club who took 120 years to win their first major trophy could make it two in two. They’re in Krakow after sweeping aside Fiorentina in the quarters, a 3-0 win at home in the first leg allowing for a 2-1 loss in the second. In the other corner, Arda Turan’s Shakhtar Donetsk. The former Atlético Madrid and Turkey midfielder is on his way to a league title in his first season at the helm, with Shakhtar eyeing up their second European trophy – they won the Uefa Cup in 2009, right before the Europa League rebrand. His side are here after a 5-2 aggregate victory over AZ Alkmaar. All of their Conference League “home” games this season have been played at the Henryk Reyman Municipal Stadium, owing to obvious reasons. “There is war in Ukraine and yet people live their lives,” said Turan. “Every day shows that this nation never gives up.” We get going at 8pm BST. Continue reading...
⚽ Europa League semi-final updates, 8pm BST kick-off ⚽ Shakhtar v Palace – live | Latest scores | Mail Daniel An affirming feature of Cup competitions is getting to enjoy clubs, players, managers and supporters enjoying and detesting their biggest game in generations. But what is much rarer is to have two teams, from neighbouring regions, competing against each other in a contest which means that ...
⚽ Europa League semi-final updates, 8pm BST kick-off ⚽ Shakhtar v Palace – live | Latest scores | Mail Daniel An affirming feature of Cup competitions is getting to enjoy clubs, players, managers and supporters enjoying and detesting their biggest game in generations. But what is much rarer is to have two teams, from neighbouring regions, competing against each other in a contest which means that much to both, and is vitally important in its own right. The specific dynamics of our match this evening are also special. Villa are the superior team, fifth in the league having spent much of the campaign higher – there was, briefly, talk of a title challenge – but they’ve struggled in recent months and arrive at this evening in spotty form. Forest, meanwhile, are the inferior team, 16th in the league having spent much of the campaign lower – there is, still, talk of a relegation battle – but they’ve improved in recent weeks and arrive at this evening in top form. Continue reading...
I am stepping into Arm Holdings (NASDAQ:ARM) at a moment when the stock has nearly doubled year to date, royalty rates are climbing on Armv9 adoption, and a fresh earnings report lands in less than a week. The setup is rich, the valuation is rich, and the model still finds room to run. Our 24/7 ... Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate
I am stepping into Arm Holdings (NASDAQ:ARM) at a moment when the stock has nearly doubled year to date, royalty rates are climbing on Armv9 adoption, and a fresh earnings report lands in less than a week. The setup is rich, the valuation is rich, and the model still finds room to run. Our 24/7 ... Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate
The new hub features dedicated college group chats and personalized feeds designed to help students stay connected with their campus communities, even while they’re away for the summer.
The new hub features dedicated college group chats and personalized feeds designed to help students stay connected with their campus communities, even while they’re away for the summer.
B4LLS/iStock via Getty Images My title above may not sound familiar to those under 45 or so. But it is *perfect* to describe QXO and its chairman, Brad Jacobs! (Whoever first identifies the rest of the quote without looking it
B4LLS/iStock via Getty Images My title above may not sound familiar to those under 45 or so. But it is *perfect* to describe QXO and its chairman, Brad Jacobs! (Whoever first identifies the rest of the quote without looking it
It took quite a few months, but Nvidia (NASDAQ:NVDA) found its way back into the $5 trillion club. Until now, it’s the only member, and while there’s a risk that Jensen Huang’s GPU empire might get the boot from the club again as shares show signs of looking lower, I do think that it’s the ... Nvidia is Back in the $5 Trillion Club. It Might Not Take Long Before $9 Trillion
It took quite a few months, but Nvidia (NASDAQ:NVDA) found its way back into the $5 trillion club. Until now, it’s the only member, and while there’s a risk that Jensen Huang’s GPU empire might get the boot from the club again as shares show signs of looking lower, I do think that it’s the ... Nvidia is Back in the $5 Trillion Club. It Might Not Take Long Before $9 Trillion
Earnings Call Insights: Willis Towers Watson (WTW) Q1 2026 Management View "In the first quarter, we delivered 3% organic growth with adjusted operating margin of 22.3% and $3.72 of adjusted diluted earnings per share." (CEO Carl A. Hess) CEO Carl
Earnings Call Insights: Willis Towers Watson (WTW) Q1 2026 Management View "In the first quarter, we delivered 3% organic growth with adjusted operating margin of 22.3% and $3.72 of adjusted diluted earnings per share." (CEO Carl A. Hess) CEO Carl
Earnings Call Insights: PHINIA Inc. (PHIN) Q1 2026 Management View “The first quarter developed largely as we expected with highlights including solid revenue growth from both Fuel Systems and Aftermarket, keeping us on track to achieve our full year guidance,” said (President, CEO & Director Brady
Earnings Call Insights: PHINIA Inc. (PHIN) Q1 2026 Management View “The first quarter developed largely as we expected with highlights including solid revenue growth from both Fuel Systems and Aftermarket, keeping us on track to achieve our full year guidance,” said (President, CEO & Director Brady
Earnings Call Insights: Wayfair (W) Q1 2026 Management View "Wayfair has been off to a solid start to the year despite a volatile macroeconomic backdrop." (Co-Founder, Co-Chairman & CEO Niraj Shah) "Our net revenue grew by 7% in the first quarter, driven
Earnings Call Insights: Wayfair (W) Q1 2026 Management View "Wayfair has been off to a solid start to the year despite a volatile macroeconomic backdrop." (Co-Founder, Co-Chairman & CEO Niraj Shah) "Our net revenue grew by 7% in the first quarter, driven
Earnings Call Insights: Climb Global Solutions (CLMB) Q1 2026 Management view CEO Dale Foster said the company delivered “double-digit organic growth in our core business” in Q1 and “had some benefit from our acquisition of Interworks cloud,” while continuing to be “disciplined in our signing
Earnings Call Insights: Climb Global Solutions (CLMB) Q1 2026 Management view CEO Dale Foster said the company delivered “double-digit organic growth in our core business” in Q1 and “had some benefit from our acquisition of Interworks cloud,” while continuing to be “disciplined in our signing
American Efficient People keep inventing new things that use electricity. As people use more electric stuff, they need to find electricity to power it. One approach is to build new power plants to generate new electricity, but this is expensive, time-consuming and environmentally problematic. Another way to get electricity for new stuff is for people to use less electricity for other stuff. Rip ou...
American Efficient People keep inventing new things that use electricity. As people use more electric stuff, they need to find electricity to power it. One approach is to build new power plants to generate new electricity, but this is expensive, time-consuming and environmentally problematic. Another way to get electricity for new stuff is for people to use less electricity for other stuff. Rip out your old energy-inefficient light bulbs or appliances and replace them with new, more-efficient bulbs or appliances. Set your air conditioner to 74 instead of 68. Etc. You might think that these two approaches — (1) build a power plant, (2) use your air conditioner less — would be fungible, and market prices would determine the balance between them. You can get paid for generating a megawatt-hour of electricity, you have to pay to use a megawatt-hour of electricity, and the market price will incentivize some people to generate more and others to use less. But electricity is a weird commodity: It can’t be stored easily, and supply and demand have to balance minute by minute. Electric grid operators — the agencies that coordinate regional power grids in the US — care about capacity , making sure that they have enough electricity to meet peak demand. And so they pay power generators not only for each megawatt-hour they produce, but also for adding capacity to the system. There are “ capacity auctions ” where power generators commit to be available to generate power in future years, and get paid for those commitments out of customers’ electric bills. If you build a power plant, you can get paid both for the capacity that you commit and for actually generating electricity. But what about saving electricity? Committing to use one less megawatt at peak times is about as good as committing to supply one more megawatt at peak times. And so grid operators often have capacity auctions for using less electricity: If you commit to use less electricity at peak times, you can get paid f...