On Holding press release ( ONON ): Q4 Non-GAAP EPS of CHF 0.25. Revenue of CHF 743.8M (+22.6% Y/Y). Adjusted EBITDA increased by 31.8% to CHF 131.0 million from CHF 99.4 million;adjusted EBITDA margin increased to 17.6% from 16.4%. Net sales through the DTC sales channel increased by 21.7% to CHF 360.6 million, or by 30.0% on a constant currency basis; Net sales through the wholesale sales channel...
On Holding press release ( ONON ): Q4 Non-GAAP EPS of CHF 0.25. Revenue of CHF 743.8M (+22.6% Y/Y). Adjusted EBITDA increased by 31.8% to CHF 131.0 million from CHF 99.4 million;adjusted EBITDA margin increased to 17.6% from 16.4%. Net sales through the DTC sales channel increased by 21.7% to CHF 360.6 million, or by 30.0% on a constant currency basis; Net sales through the wholesale sales channel increased by 23.4% to CHF 383.2 million, or by 31.2% on a constant currency basis; Net sales in EMEA, Americas and APAC increased by 24.2% to CHF 183.0 million, 12.8% to CHF 434.3 million, 70.8% to CHF 126.5 million, respectively; Net sales in EMEA, Americas and APAC increased by 27.5%, 21.3%, and 85.1% on a constant currency basis, respectively; Net sales from shoes, apparel and accessories increased by 20.8% to CHF 687.3 million, 38.3% to CHF 45.1 million and 117.7% to CHF 11.4 million, respectively; Net sales from shoes, apparel and accessories increased by 28.8%, 46.0% and 131.3% on a constant currency basis, respectively; On is positioned to deliver premium growth in 2026: Net sales: Expected to grow by at least 23% year-over-year on a constant currency basis. At current spot rates, this implies reported net sales of at least CHF 3.44 billion. This factors in a higher base following On's strong fourth quarter results, therefore representing a further elevation of the Company's ambition. Gross profit margin: Expected to reach at least 63.0%. Adjusted EBITDA margin: Expected to be in the range of 18.5% to 19.0%. More on On Holding On Holding: Running Like Swiss Clockwork On Holding AG (ONON) Presents at ICR Conference 2026 Transcript On Holding: The Swiss Upstart Taking On NIKE And adidas On Holding Q4 2025 Earnings Preview On Holding takes on high labor costs and tariffs through robots at its plants
Salil Parekh, Chief Executive Officer, Infosys, said, "Our collaboration with Intel reflects Infosys' commitment to embedding AI deeply and responsibly across enterprise operations. By bringing together Intel's compute leadership and the capabilities of Infosys Topaz, we are enabling enterprises to unlock AI value at scale – securely, cost–effectively, and with clear business impact. This aims to ...
Salil Parekh, Chief Executive Officer, Infosys, said, "Our collaboration with Intel reflects Infosys' commitment to embedding AI deeply and responsibly across enterprise operations. By bringing together Intel's compute leadership and the capabilities of Infosys Topaz, we are enabling enterprises to unlock AI value at scale – securely, cost–effectively, and with clear business impact. This aims to help our clients institutionalize AI at the core of their operations and transform their AI journey." This collaboration brings together data integration, model management, performance monitoring, and built-in security to help organizations move AI from pilots to real business use. The combined solution also supports advanced AI agents that can access enterprise data, coordinate tasks, and operate with appropriate controls – making it easier to run AI securely and reliably across complex and regulated environments powered by Intel's compute platforms. Together, Infosys and Intel are co–innovating on the design, development, optimization, and benchmarking of AI workloads across Intel® Xeon® processors, Intel® Gaudi® AI accelerators, and Intel® AI PCs. The collaboration emphasizes ' right–sized ' AI architectures that balance performance, security, and total cost of ownership – unlocking predictable and production–ready outcomes for mission–critical use cases like IT operations, developer productivity and automation workflows across industries. BENGALURU, India , March 3, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, and Intel , a global leader in computing innovation, today announced the next phase of their strategic collaboration to help enterprises move from AI pilots to production at scale. The expanded collaboration brings together Intel's high–performance, energy–efficient compute platforms and Infosys Topaz Fabric – a purpose-built agentic services suite – a multi-layer AI fabric t...
Contrarius Group Holdings Ltd trimmed its holdings in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 4.8% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 537,645 shares of the semiconductor manufacturer's stock after selling 27,371 shares during the quarter. Micron Technology accounts for 4.1% of Contrarius Gro...
Contrarius Group Holdings Ltd trimmed its holdings in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 4.8% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 537,645 shares of the semiconductor manufacturer's stock after selling 27,371 shares during the quarter. Micron Technology accounts for 4.1% of Contrarius Group Holdings Ltd's holdings, making the stock its 10th biggest position. Contrarius Group Holdings Ltd's holdings in Micron Technology were worth $89,959,000 as of its most recent SEC filing. Get Micron Technology alerts: Sign Up A number of other institutional investors have also recently bought and sold shares of MU. REAP Financial Group LLC acquired a new stake in shares of Micron Technology during the third quarter worth $25,000. Barnes Dennig Private Wealth Management LLC bought a new position in Micron Technology during the 3rd quarter worth about $27,000. Cullen Frost Bankers Inc. raised its stake in shares of Micron Technology by 79.3% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer's stock valued at $33,000 after purchasing an additional 88 shares during the period. Howard Hughes Medical Institute acquired a new stake in shares of Micron Technology in the 2nd quarter valued at about $30,000. Finally, Physician Wealth Advisors Inc. lifted its holdings in shares of Micron Technology by 248.0% in the third quarter. Physician Wealth Advisors Inc. now owns 261 shares of the semiconductor manufacturer's stock valued at $44,000 after purchasing an additional 186 shares in the last quarter. Institutional investors own 80.84% of the company's stock. Micron Technology Price Performance Shares of NASDAQ MU opened at $412.67 on Tuesday. The business has a fifty day moving average price of $371.72 and a two-hundred day moving average price of $256.07. The stock has a market capitalization of $464.46 billion, a PE ratio of 39.23...
Contrarius Group Holdings Ltd lessened its holdings in Intel Corporation (NASDAQ:INTC - Free Report) by 17.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,207,715 shares of the chip maker's stock after selling 476,634 shares during the quarter. Intel comprises approximately 3.4% of Contrarius Group Hold...
Contrarius Group Holdings Ltd lessened its holdings in Intel Corporation (NASDAQ:INTC - Free Report) by 17.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,207,715 shares of the chip maker's stock after selling 476,634 shares during the quarter. Intel comprises approximately 3.4% of Contrarius Group Holdings Ltd's investment portfolio, making the stock its 13th largest holding. Contrarius Group Holdings Ltd's holdings in Intel were worth $74,069,000 at the end of the most recent quarter. Get Intel alerts: Sign Up A number of other institutional investors also recently bought and sold shares of INTC. Norges Bank acquired a new stake in shares of Intel in the second quarter worth $1,579,378,000. AQR Capital Management LLC lifted its position in Intel by 210.9% during the second quarter. AQR Capital Management LLC now owns 15,498,219 shares of the chip maker's stock valued at $346,230,000 after purchasing an additional 10,514,007 shares during the period. Vanguard Group Inc. boosted its holdings in Intel by 2.3% in the second quarter. Vanguard Group Inc. now owns 385,903,735 shares of the chip maker's stock valued at $8,644,244,000 after purchasing an additional 8,513,298 shares during the last quarter. Rafferty Asset Management LLC grew its position in Intel by 66.4% during the 2nd quarter. Rafferty Asset Management LLC now owns 19,396,839 shares of the chip maker's stock worth $434,489,000 after purchasing an additional 7,736,635 shares during the period. Finally, Amundi grew its position in Intel by 16.2% during the 2nd quarter. Amundi now owns 43,995,698 shares of the chip maker's stock worth $962,626,000 after purchasing an additional 6,117,601 shares during the period. 64.53% of the stock is owned by hedge funds and other institutional investors. Intel News Roundup Here are the key news stories impacting Intel this week: Wall Street Analyst Weigh In INTC has been the su...
Contrarius Group Holdings Ltd lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 27.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 369,882 shares of the semiconductor manufacturer's stock after purchasing an additional 80,404 shares during the quarter. Advanced Micro Devices a...
Contrarius Group Holdings Ltd lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 27.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 369,882 shares of the semiconductor manufacturer's stock after purchasing an additional 80,404 shares during the quarter. Advanced Micro Devices accounts for about 2.7% of Contrarius Group Holdings Ltd's holdings, making the stock its 16th largest holding. Contrarius Group Holdings Ltd's holdings in Advanced Micro Devices were worth $59,843,000 at the end of the most recent reporting period. Get Advanced Micro Devices alerts: Sign Up Other large investors also recently modified their holdings of the company. Koesten Hirschmann & Crabtree INC. raised its stake in shares of Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock worth $26,000 after acquiring an additional 61 shares in the last quarter. ORG Wealth Partners LLC boosted its stake in shares of Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock valued at $26,000 after purchasing an additional 46 shares in the last quarter. Pinney & Scofield Inc. grew its holdings in shares of Advanced Micro Devices by 81.0% during the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer's stock valued at $27,000 after purchasing an additional 85 shares during the last quarter. Aviso Financial Inc. raised its position in Advanced Micro Devices by 400.0% in the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after purchasing an additional 160 shares during the period. Finally, Signature Resources Capital Management LLC lifted its stake in Advanced Micro Devices by 170.4% in the third quarter. Sig...
US Treasuries followed other bond markets lower, with traders retreating from bets for interest-rate cuts in response to the potentially inflationary impact of an escalating Iran war. The US 10-year yield rose six basis points to 4.09%. The move accelerated at the European open, where comparable UK, French and Italian yields all rose more than 10 basis points. The conflict’s impact on energy suppl...
US Treasuries followed other bond markets lower, with traders retreating from bets for interest-rate cuts in response to the potentially inflationary impact of an escalating Iran war. The US 10-year yield rose six basis points to 4.09%. The move accelerated at the European open, where comparable UK, French and Italian yields all rose more than 10 basis points. The conflict’s impact on energy supply, which has sent oil and gas prices sharply higher, is key to investor concerns. Traders further trimmed bets on Federal Reserve monetary easing, now only seeing 43 basis points of cuts this year compared to around 60 basis points on Friday. That follows sharp repricings elsewhere: the market has fully priced out a second Bank of England interest-rate cut this year, while its bias is now for the European Central Bank to hike its key rate. The moves in US Treasuries are less pronounced than in other bond markets — reflecting the view that US domestic energy production can buffer the economy from global supply shocks — still, it’s an abrupt shift given US bonds are just off their best month in a year. The haven appeal of Treasuries is seen as limited at this juncture, given concerns over inflation. For the ECB, primary causes for concern are “a slowdown in activity and a negative price shock on energy, and therefore inflation,” said Benoit Gerard , a rates strategist at Natixis. “Regarding the Fed, the situation is likely slightly different, as the US is an energy exporter.” Before this week, Treasures were benefiting from a flight-to-safety trade fueled in part by concerns over artificial intelligence and bets on more Fed rate cuts. That evaporated abruptly as Israel and the US launched strikes on Iran, which soon retaliated in a widening conflict, triggering a surge in oil prices. On Tuesday, Treasuries bear-flattened, extending the move from Monday. The US dollar strengthened for a second session, with a broad gauge of its strength up around 1.3% so far this week.
Euro-area inflation unexpectedly quickened, backing the European Central Bank ’s caution on interest rates, particularly as the war in Iran sends energy prices surging. Consumer prices rose 1.9% from a year ago in February — up from 1.7% in January and just below the ECB’s 2% target. Analysts surveyed by Bloomberg had anticipated an unchanged reading. Core inflation, excluding volatile food and en...
Euro-area inflation unexpectedly quickened, backing the European Central Bank ’s caution on interest rates, particularly as the war in Iran sends energy prices surging. Consumer prices rose 1.9% from a year ago in February — up from 1.7% in January and just below the ECB’s 2% target. Analysts surveyed by Bloomberg had anticipated an unchanged reading. Core inflation, excluding volatile food and energy costs, also surprised economists by accelerating to 2.4%. The closely watched services gauge rose to 3.4%, Eurostat said Tuesday. ECB policymakers are currently content to keep borrowing costs at 2%, confident that inflation will return to their goal and that the region’s 21-nation economy can sustain moderate expansion. But the Middle East fighting is adding to risks that already included US tariffs, a stronger euro and a possible flood of cheap Chinese imports. Traders now see a 50% chance that the ECB will hike rates by a quarter-point this year. As the military action in and around Iran roils oil and gas markets — a factor that could feed inflation — the ECB “will be closely monitoring developments,” Chief Economist Philip Lane told the Financial Times in an interview published Tuesday. He cited a prior scenario gamed out by the central bank showing “a substantial spike in energy-driven inflation and a sharp drop in output” caused by disruption to energy supplies stemming from a Middle East war. European gas prices are already up more than 70% since Friday’s close after Qatar halted production at the world’s largest export facility due to Iranian attacks. Global benchmark Brent rose above $80 a barrel, after spiking about 7% on Monday. What Bloomberg Economics Says... “If the conflict is short-lived and energy prices rise only briefly, the damage will be contained. A prolonged war, however, that keeps oil and gas prices elevated could force governments to spend more to shield voters from rising costs — and put incumbent leaders under pressure.” — Antonio Barroso an...
JPMorgan Chase Chief Executive Jamie Dimon warns the tepid stock-market reaction on Monday to the U.S. and Israeli attack on Iran was just another example of the complacency in markets.
JPMorgan Chase Chief Executive Jamie Dimon warns the tepid stock-market reaction on Monday to the U.S. and Israeli attack on Iran was just another example of the complacency in markets.
The Calthorpe Arms on Gray’s Inn Road is a fairly atypical central London pub. With patterned red carpets, brass fittings, leather bar stools, a pool table and Christmas tinsel still hanging in early February, it feels very much a “local”, although on a Thursday evening it’s busy with the post-work crowd. It’s the fifth time Niall Walsh, who works nearby and runs the Proper Boozers Instagram accou...
The Calthorpe Arms on Gray’s Inn Road is a fairly atypical central London pub. With patterned red carpets, brass fittings, leather bar stools, a pool table and Christmas tinsel still hanging in early February, it feels very much a “local”, although on a Thursday evening it’s busy with the post-work crowd. It’s the fifth time Niall Walsh, who works nearby and runs the Proper Boozers Instagram account, has visited in recent months. “It’s just off the beaten track, but easy to get to,” Walsh says over a pint of Harvey’s. “You can get a real, authentic pub experience.” About 366 pubs closed last year, and ever-increasing costs are making it increasingly difficult to run this most British of institutions. But a viral social media post can help. Last year, the Wheatsheaf in Romford, Essex, took to social media to thank two accounts, Proper Boozers and London Dead Pubs, for featuring them: “The exposure it’s brought our family-run pub has been incredible.” Thankfully for pubs, there are now myriad accounts promoting their establishments, and Instagram has become a hotbed of pub content. London Pub Explorer is strong on social history; London Pub Map is attempting to drink at every London pub, and the Great British Pub Crawl the same across the country. Those with niche concerns will find something, too. Lydia Wood Drawings is drawing every London pub; Peaks and Pubs combines outdoor activities with pints; and Beautiful Boozers emphasises the aesthetic pleasures. Equally as aesthetically pleasing, Egg Chip Bean Pint merely posts a picture of a plate of egg, chips and beans alongside a pint from a nearby pub. My algorithm is now 90% pub content. Walsh was born in London to Irish parents who managed pubs in London and Essex. “My playroom was the bar,” he says. “The characters fascinated me: they were some of the most interesting people I’ve ever met.” His father warned him not to follow suit, but Walsh found another way to ensconce himself in pubs: by vlogging about them. Wal...