Remitly Global press release ( RELY ): Q4 GAAP EPS of $0.19 beats by $0.18 . Revenue of $442.2M (+25.7% Y/Y) beats by $14.93M . Shares +9.77% . 2026 Financial Outlook For fiscal year 2026, Remitly currently expects: Total revenue in the range of $1.940 billion to $1.960 billion, representing a growth rate of 19% to 20% year over year. GAAP net income to be positive for 2026 and for Adjusted EBITDA...
Remitly Global press release ( RELY ): Q4 GAAP EPS of $0.19 beats by $0.18 . Revenue of $442.2M (+25.7% Y/Y) beats by $14.93M . Shares +9.77% . 2026 Financial Outlook For fiscal year 2026, Remitly currently expects: Total revenue in the range of $1.940 billion to $1.960 billion, representing a growth rate of 19% to 20% year over year. GAAP net income to be positive for 2026 and for Adjusted EBITDA to be in the range of $340 million to $360 million. For the first quarter of 2026, Remitly currently expects: Total revenue in the range of $436 million to $438 million, representing a growth rate of 21% year over year. GAAP net income to be positive for the first quarter of 2026 and for Adjusted EBITDA to be in the range of $82 million to $84 million. More on Remitly Global Remitly Global, Inc. (RELY) Analyst/Investor Day Transcript Remitly Global: Stock Is Likely To Stay Rangebound For The Near Term Remitly Global, Inc. (RELY) Analyst/Investor Day - Slideshow Remitly Global Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Remitly Global
The U.S. stock market ticked higher, led by its most influential stock, Nvidia. The S&P 500 rose 0.6% Wednesday after paring a gain that briefly reached 1%. The Dow Jones Industrial Average added 0.3%, and the Nasdaq composite gained 0.8%.
The U.S. stock market ticked higher, led by its most influential stock, Nvidia. The S&P 500 rose 0.6% Wednesday after paring a gain that briefly reached 1%. The Dow Jones Industrial Average added 0.3%, and the Nasdaq composite gained 0.8%.
Nextdoor Holdings press release ( NXDR ): Q4 Revenue of $69M beats by $1.28M . Q4 Platform WAU of 21.0 million, decreased 5% year-over-year Q4 GAAP net loss of $4 million; Adjusted EBITDA of $8 million Full-year 2025 GAAP net loss of $54 million Full-year 2025 Adjusted EBITDA of $1 million; first time positive in company history Revenue of $69 million increased 7% year-over-year. Total Platform We...
Nextdoor Holdings press release ( NXDR ): Q4 Revenue of $69M beats by $1.28M . Q4 Platform WAU of 21.0 million, decreased 5% year-over-year Q4 GAAP net loss of $4 million; Adjusted EBITDA of $8 million Full-year 2025 GAAP net loss of $54 million Full-year 2025 Adjusted EBITDA of $1 million; first time positive in company history Revenue of $69 million increased 7% year-over-year. Total Platform Weekly Active Users (Platform WAU) of 21.0 million decreased 5% year-over-year. Net loss was $4 million, compared to $12 million in the year-ago period. Adjusted EBITDA was $8 million, compared to $3 million in the year-ago period, reflecting 6 percentage points of year-over-year margin improvement. Nextdoor's highlighted metrics for the year ended December 31, 2025 include: Revenue of $258 million increased 4% year-over-year. Net loss was $54 million, compared to $98 million in the year-ago period. Adjusted EBITDA was positive $1 million, compared to a loss of $18 million in the year-ago period. Cash, cash equivalents, and marketable securities were $405 million as of December 31, 2025. More on Nextdoor Holdings Here's Why I Will Take Nextdoor Over Reddit Even After Huge Price Surge Nextdoor shares rise in meme-fueled rally after Opendoor investor turns bullish Seeking Alpha’s Quant Rating on Nextdoor Holdings Historical earnings data for Nextdoor Holdings Financial information for Nextdoor Holdings
Joe_Potato/iStock Editorial via Getty Images U.S. refiners Phillips 66 ( PSX ) and Citgo Petroleum are seeking to buy heavy crude directly from Venezuelan state oil company PDVSA starting in April to maximize profits, rather than purchasing through producer Chevron ( CVX ) or trading houses, Reuters reported Wednesday. The U.S. has granted licenses to trading houses Trafigura and Vitol to export V...
Joe_Potato/iStock Editorial via Getty Images U.S. refiners Phillips 66 ( PSX ) and Citgo Petroleum are seeking to buy heavy crude directly from Venezuelan state oil company PDVSA starting in April to maximize profits, rather than purchasing through producer Chevron ( CVX ) or trading houses, Reuters reported Wednesday. The U.S. has granted licenses to trading houses Trafigura and Vitol to export Venezuelan oil, but the two refineries reportedly are looking at cutting out the middleman for their own operations. Phillips 66 ( PSX ), which bought Venezuelan oil from Vitol last month at ~$9/bbl below Brent crude, is looking at obtaining compliance and internal clearance to purchase crude from state-run PDVSA and transport it itself to its Gulf Coast facilities, according to the report . Citgo, which bought a 500K-barrel cargo of Venezuelan heavy crude for February delivery from Trafigura, told Reuters it plans to take advantage of opportunities provided under the general license to purchase crude directly from Venezuela, aiming to process the crude in the coming months at its Gulf Coast refineries. Valero ( VLO ), which previously bought Venezuelan crude from Vitol for U.S. Gulf Coast delivery, reportedly plans to buy directly from PDVSA later in the year after it assesses the condition of Venezuela's loading infrastructure. More on Phillips 66 Phillips 66 Q4 2025 Earnings Call Presentation Phillips 66: Finally Positioned For A Refining Up-Cycle (With A Venezuela Kicker) Phillips 66: A Winner In The Venezuela Sweepstakes (Rating Upgrade)
A set of bellwether cases alleging that social media platforms harmed teens’ safety and mental health is going to trial this year, putting executives like Meta CEO Mark Zuckerberg on the stand to answer questions about what they’ve done or not done to protect kids. Unlike many earlier legal challenges against social media companies, these cases managed to overcome the companies’ attempts to get th...
A set of bellwether cases alleging that social media platforms harmed teens’ safety and mental health is going to trial this year, putting executives like Meta CEO Mark Zuckerberg on the stand to answer questions about what they’ve done or not done to protect kids. Unlike many earlier legal challenges against social media companies, these cases managed to overcome the companies’ attempts to get them dismissed based on objections citing Section 230 , a law that protects online platforms from being held liable for their users’ speech. They accuse companies like Meta, Snap, TikTok, and Google-owned YouTube of designing their platforms in ways that, the plaintiffs claim, they knew could contribute to addiction, depression, and anxiety. Follow along below for all of the latest updates from the trials we’re currently following. Zuckerberg enters the courthouse to testify about safety on Instagram. Mark Zuckerberg is taking the stand as social media goes on trial The social media addiction trial is delayed — again. Internal chats show how social media companies discussed teen engagement 2026 is the year of social media’s legal reckoning
Greenlight Capital's David Einhorn has been vocal about his concerns around artificial intelligence driving overvaluation in the stock market. His fund's latest moves reflect those views. Einhorn spent tens of millions of dollars buying shares of Graphic Packaging , Capri Holdings and healthcare stocks in the fourth quarter of 2025, avoiding big tech names and clear beneficiaries of artificial int...
Greenlight Capital's David Einhorn has been vocal about his concerns around artificial intelligence driving overvaluation in the stock market. His fund's latest moves reflect those views. Einhorn spent tens of millions of dollars buying shares of Graphic Packaging , Capri Holdings and healthcare stocks in the fourth quarter of 2025, avoiding big tech names and clear beneficiaries of artificial intelligence investment, regulatory fillings show. The hedge fund manager also established an existing position in software payments stock Global Payments , suggesting he views it as safe from AI's technological disruption. Consumer-centric picks The Cornell graduate added more than 70% to Greenlight's stakes in Graphic Packaging and Capri. Both are now worth more than $100 million, with the former among the top five largest holdings, according to Insider Score. Graphic Packaging shares tumbled about 23% in the final three months of 2025, its worst quarter since 2020. Shares of the packaging maker dropped more than 44% in 2025, its steepest decline in more than a decade. On the other hand, Capri shares jumped more than 22% in the quarter. The Michael Kors and Jimmy Choo parent ended the year up nearly 16%, breaking a three-year slump capped by the collapse of its planned acquisition by Coach owner Tapestry in late 2024 . Both stocks have tumbled by more than 10% in 2026. GPK CPRI 1Y mountain Graphic Packaging and Capri, 1-year But Wall Street sees rebounds ahead. While the typical analyst polled by LSEG has a hold rating on Graphic Packaging, the average price target implies more than 35% upside. Most analysts rate Capri a buy with a price target implying shares can rise another 22%, according to LSEG. Healthcare picks Einhorn also aimed new money at several health care stocks. He more than doubled his Acadia Healthcare position, up by roughly 150%, to more than $58 million. Shares plunged 43% in the fourth quarter, bringing its full-year loss to 64%, adding to a 49% plunge in...
Jackson Financial press release ( JXN ): Q4 Non-GAAP EPS of $6.61 beats by $0.75 . Revenue of $1.99B (+784.4% Y/Y) beats by $70M . Record retail annuity sales 1 of $5.9 billion in the fourth quarter of 2025, up 27% from the fourth quarter of 2024, reflecting continued strong demand across our product suite Variable annuity sales 1 of $2.8 billion were up 1% from the fourth quarter of 2024, reflect...
Jackson Financial press release ( JXN ): Q4 Non-GAAP EPS of $6.61 beats by $0.75 . Revenue of $1.99B (+784.4% Y/Y) beats by $70M . Record retail annuity sales 1 of $5.9 billion in the fourth quarter of 2025, up 27% from the fourth quarter of 2024, reflecting continued strong demand across our product suite Variable annuity sales 1 of $2.8 billion were up 1% from the fourth quarter of 2024, reflecting higher sales of products without lifetime benefits Record registered index-linked annuity sales of $2.3 billion were up 53% from the fourth quarter of 2024 Fixed and fixed index annuity sales of $812 million were up 105% from the fourth quarter of 2024, driven by Jackson Income Assurance℠, our recently launched fixed index annuity Net income (loss) attributable to Jackson Financial Inc. common shareholders of $(215) million, or $(3.13) per diluted share in the fourth quarter of 2025, compared to $334 million, or $4.45 per diluted share in the fourth quarter of 2024 More on Jackson Financial Jackson Financial: Still Cheap After A Triple-Digit Run, Preferreds Closer To Rate Reset Jackson Financial's TPG Partnership Is A Win For Shareholders Jackson Financial Inc. (JXN) Strategic Update Call Transcript Jackson Financial Q4 2025 Earnings Preview TPG and Jackson Financial enter partnership
Grand Canyon Education press release ( LOPE ): Q4 Non-GAAP EPS of $3.21 beats by $0.02 . Revenue of $308.11M (+5.3% Y/Y) in-line. 2026 Outlook Q1 2026: Service revenue of between $307.0 million and $308.0 million; Operating margin of between 30.0% and 30.3%; Effective tax rate of 23.4%; Diluted EPS of between $2.70 and $2.73; and 27.0 million diluted shares. The diluted EPS guidance includes non-c...
Grand Canyon Education press release ( LOPE ): Q4 Non-GAAP EPS of $3.21 beats by $0.02 . Revenue of $308.11M (+5.3% Y/Y) in-line. 2026 Outlook Q1 2026: Service revenue of between $307.0 million and $308.0 million; Operating margin of between 30.0% and 30.3%; Effective tax rate of 23.4%; Diluted EPS of between $2.70 and $2.73; and 27.0 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $1.6 million, which equates to a $0.06 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $2.76 and $2.79. Q2 2026: Service revenue of between $260.0 million and $264.0 million; Operating margin of between 20.1% and 21.3%; Effective tax rate of 24.9%; Diluted EPS of between $1.56 and $1.68; and 26.6 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $1.6 million, which equates to a $0.06 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $1.62 and $1.74. Q3 2026: Service revenue of between $271.5 million and $278.5 million; Operating margin of between 21.0% and 23.0%; Effective tax rate of 24.9%; Diluted EPS of between $1.72 and $1.91; and 26.3 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $1.6 million, which equates to a $0.06 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $1.78 and $1.97. Q4 2026: Service revenue of between $329.0 million and $338.5 million; Operating margin of between 36.4% and 38.2%; Effective tax rate of 24.3%; Diluted EPS of between $3.57 and $3.85; and 26.0 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $1.6 million, which equates to a $0.06 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $3.63 and $3.91. Full Year 2026: Service revenue of betwee...
Warners Bros. has given Paramount until Monday at midnight to submit a final offer in the ongoing bidding war, despite previously favoring Netflix’s acquisition proposal. If Paramount’s revised offer is deemed better, Netflix will have four days to match or exceed it, potentially securing the deal. Bloomberg’s Michelle Davis has more on the story. (Source: Bloomberg)
Warners Bros. has given Paramount until Monday at midnight to submit a final offer in the ongoing bidding war, despite previously favoring Netflix’s acquisition proposal. If Paramount’s revised offer is deemed better, Netflix will have four days to match or exceed it, potentially securing the deal. Bloomberg’s Michelle Davis has more on the story. (Source: Bloomberg)
InnaFelker/iStock Editorial via Getty Images Estée Lauder's ( EL ) performance in 2025 was a sharp reversal of what we saw in three consecutive years from 2022 to 2024. The relentless downfall in these years came to a stop last spring, and the stock is now up by 63% over the past 12-month period. But was that just a one-off thing, or should investors now anticipate a sustained recovery? To answer ...
InnaFelker/iStock Editorial via Getty Images Estée Lauder's ( EL ) performance in 2025 was a sharp reversal of what we saw in three consecutive years from 2022 to 2024. The relentless downfall in these years came to a stop last spring, and the stock is now up by 63% over the past 12-month period. But was that just a one-off thing, or should investors now anticipate a sustained recovery? To answer that question, we should first take a look at what led us here and evaluate the business recovery process. Then we could consider if the current valuation is attractive and what some of the caveats are that investors should be reminded of. Data by YCharts A Disaster In Retrospect We should not forget that even stocks of high-quality businesses could go off the rails if certain conditions are met. Usually these take the form of excessive optimism, which could lead to unsustainably high valuations and business behavior that is heavily focused on chasing short-term performance as opposed to long-term strategic targets. I warned investors that EL's share price was hovering at unsustainable levels back in mid-2020 and that this was a significant risk that should not be ignored, even when we talk about one of the best names in the highly attractive skin care space. On top of that, I showed that emerging competition in this lucrative space was posing a threat for EL, which was entirely dependent on its skincare brands. While the stock skyrocketed to an eye-watering level by late 2021, all the telltale signs were there that should have had investors rushing for the exit. What followed was a relentless downfall in EL share price as growth disappeared, margins collapsed, and the company kept recording asset impairments on an annual basis. Data by YCharts When such a thing happens, the best course of action is to remain patient and not rush to buy the stock just because of fear of missing out on calling the bottom. That is why I issued yet another warning for those trying to catch the...
Earnings Call Insights: Similarweb Ltd. (SMWB) Q4 2025 Management View CEO Or Offer opened the call by highlighting revenue growth of 11% year-over-year to $72.8 million, noting this was below guidance due to the delayed closure of two large LLM data training contracts, which remain active in the pipeline and are expected to become "very big multiyear revenue opportunities with strong expansion po...
Earnings Call Insights: Similarweb Ltd. (SMWB) Q4 2025 Management View CEO Or Offer opened the call by highlighting revenue growth of 11% year-over-year to $72.8 million, noting this was below guidance due to the delayed closure of two large LLM data training contracts, which remain active in the pipeline and are expected to become "very big multiyear revenue opportunities with strong expansion potential." Offer emphasized, "we slightly exceeded the midpoint of our non-GAAP operating profit targets for the quarter through disciplined cost management." He also pointed to positive free cash flow for the ninth consecutive quarter and a second consecutive year of positive operating profit, with approximately $13 million in free cash flow for the year. Offer stated, "AI-related revenue reached 11% of sales in the fourth quarter, up from 8% at the end of the second quarter of 2025, driven by our portfolio of innovative AI solution." He also highlighted that "60% of ARR is now multiyear, up from 49% a year ago," and "63% of ARR comes from customers generating over $100,000 annually." Strategic product launches included App Intelligence, Ad Intelligence, Gen AI Intelligence, AI Agent, and the AI Studio, which is an "AI-powered chatbot interface that make it easier for more users to access our data and actionable insights and recommendations." The company expanded its integration within the Bloomberg terminal and launched new data sets in ad, ad spend, chatbot activity, and Gen AI visibility. Offer described the Manus partnership, acquired by Meta, as a "milestone partnership" that extends Similarweb’s data sets into agent-driven workflows. CFO Ran Vered, who joined in December 2025, remarked, "We generated $72.8 million of revenue, an 11% increase relative to the fourth quarter of 2024. Revenue were lower than expected due to delayed closing of 2 major LLM-related agreements that were anticipated in the fourth quarter." Vered added, "Non-GAAP operating profit for the quarte...
Key PointsInitiated new stake of 316,586 shares in Upstart Holdings, with estimated transaction value of $13.84 million (based on quarterly average pricing).
Key PointsInitiated new stake of 316,586 shares in Upstart Holdings, with estimated transaction value of $13.84 million (based on quarterly average pricing).
Kimberly White Figma ( FIG ) shares surged 15% after it released its fourth quarter 2025 financial results and outlook post-market on Wednesday. It marked the third quarterly earnings report for the creative design software company since its initial public offering in July. For the quarter ended December 31, Figma reported adjusted earnings per share of $0.08 versus the consensus estimate of $0.06...
Kimberly White Figma ( FIG ) shares surged 15% after it released its fourth quarter 2025 financial results and outlook post-market on Wednesday. It marked the third quarterly earnings report for the creative design software company since its initial public offering in July. For the quarter ended December 31, Figma reported adjusted earnings per share of $0.08 versus the consensus estimate of $0.06. Its GAAP EPS was ($0.44) compared to the ($0.35) estimate. Revenue for the fourth quarter increased 40% year over year to total $303.8M, which was more than the $293.15M consensus. For the first quarter of 2026, Figma expects revenue ranging from $315M to $317M, which clears the $292.5M consensus estimate. For the entirety of 2026, Figma's revenue guidance ranges from $1.36B to $1.37B compared to the $1.29B estimate. If the guidance holds true, it would represent a 38% year-over-year gain. It expects its non-GAAP operating income to range from $100M to $110M. "2025 was a massive year for Figma, and the fourth quarter was our best quarter yet," said Figma co-founder and CEO Dylan Field. "Our accelerated revenue and customer growth going into 2026 reflect design’s power and Figma’s essential place at the center of the product development stack. Whether that work begins in a terminal, a prompt box, with UI in the Figma canvas, or a hand-drawn sketch, great products come from exploration, craft, and point of view. This is what Figma’s platform uniquely makes possible." Figma said its net dollar retention rate had reached 136% by the end of 2025. Its number of weekly active users increased 70% from the third to the fourth quarter. What's more, its customers with annual recurring revenue of more than $1M had increased to 67 by the end of the year. More on Figma, Inc. Figma: Leader In The Graphic Design Space Marked Down For Competitive Fears Figma: Insider Sales Are A Risk Figma: Comfortable On Sidelines; Waiting For Next Catalyst Figma, Inc. Non-GAAP EPS of $0.08 beats by $0.0...
Home Depot and Lowe’s have dominated the home improvement and hardware retail sectors for decades, continuing to rise above hardware cooperatives True Value Hardware and Ace Hardware, and making life even harder for independent hardware retailers. In recent years, Amazon has also surpassed True ...
Home Depot and Lowe’s have dominated the home improvement and hardware retail sectors for decades, continuing to rise above hardware cooperatives True Value Hardware and Ace Hardware, and making life even harder for independent hardware retailers. In recent years, Amazon has also surpassed True ...
Fifteen skiers went missing on Tuesday following a massive avalanche in California's Lake Tahoe region. One person remains missing but is presumed dead.
Fifteen skiers went missing on Tuesday following a massive avalanche in California's Lake Tahoe region. One person remains missing but is presumed dead.
Foreign investors are likely to increase hedging against currency risk on their dollar-denominated holdings, adding to pressures weighing on the greenback, according to JPMorgan strategists. Investors with large US equities holdings are trading in currencies that are making new highs against the dollar, strategists Meera Chandan and Arindam Sandilya wrote in a note Wednesday. That can drive increa...
Foreign investors are likely to increase hedging against currency risk on their dollar-denominated holdings, adding to pressures weighing on the greenback, according to JPMorgan strategists. Investors with large US equities holdings are trading in currencies that are making new highs against the dollar, strategists Meera Chandan and Arindam Sandilya wrote in a note Wednesday. That can drive increased hedging against further dollar weakness, they said. “The prospect of FX hedging flows getting re-activated is one reason to maintain bearish dollar,” the strategists wrote. Investors buying protection for a further decline in the dollar has been weighing on the greenback since President Donald Trump ’s announcement of aggressive trade policies in April. The Bloomberg Dollar Spot Index had the worst year in eight in 2025. Hedging concerns had eased somewhat after it stabilized to trade in a narrow range since the second half of the year. The JPMorgan team cited several reasons for staying bearish on the dollar in addition to hedging activity. These include Federal Reserve interest rate hikes being off the table for now and continuing rotation out of US equities. “The bearish dollar move accelerated over the past month, hitting some of our key targets earlier than expected,” the strategists wrote. Among the currencies they see gaining against the dollar are the Australian and the New Zealand dollar. The strategists lifted their forecast for the Australian dollar to $0.73 for the second quarter of 2026 from $0.68 seen previously, citing the prospect of interest rate hikes by the Reserve Bank of Australia. The Aussie dollar is one of the best performers in the Group of 10 this year against the greenback, trading near $0.70 Wednesday. The currency touched the highest level in three years earlier in February. JPMorgan also moved up its forecast for the New Zealand currency to $0.63 from $0.59 previously. The team also noted upside risks to their forecast for the euro, while k...
Blue Owl Capital press release ( OBDC ): Q4 GAAP net investment income ("NII") per share of $0.38 Fourth quarter adjusted NII per share (1) of $0.36, consistent with the prior quarter of $0.36 Total investment income of $447.75M, vs. $394.39M a year ago Dividends declared for the fourth quarter were $0.37 per share, representing an annualized dividend yield of 10.0% (2) Net asset value ("NAV") per...
Blue Owl Capital press release ( OBDC ): Q4 GAAP net investment income ("NII") per share of $0.38 Fourth quarter adjusted NII per share (1) of $0.36, consistent with the prior quarter of $0.36 Total investment income of $447.75M, vs. $394.39M a year ago Dividends declared for the fourth quarter were $0.37 per share, representing an annualized dividend yield of 10.0% (2) Net asset value ("NAV") per share of $14.81, as compared with $14.89 as of September 30, 2025, driven primarily by credit-related markdowns on a small number of names, partially offset by accretive share repurchases New investment commitments for the fourth quarter were $684 million and sales and repayments were $1.4 billion, as compared with $1.3 billion of new investment commitments and $797 million of sales and repayments for the three months ended September 30, 2025 Investments on non-accrual represented 2.3% and 1.1% of the portfolio at cost and fair value, respectively, as compared with 2.7% and 1.3% as of September 30, 2025 OBDC repurchased approximately $148 million of OBDC common stock at 86% price-to-book value The Board of Directors (the "Board") approved a new $300 million share repurchase program, replacing the prior $200 million authorization In January 2026, received Moody's upgrade to Baa2 given view on credit profile and liability management Announced today that OBDC and certain other Blue Owl BDCs entered into agreements to sell $1.4 billion of investments to institutional investors, including $400 million of investments from OBDC More on Blue Owl Capital Blue Owl Capital: Aggressive Dividend Cut Already Priced In Blue Owl Capital: Caution Is Warranted Vetting The +11% Yield: Why Blue Owl Capital Is Better Today Than In 2021 Blue Owl Capital Q4 2025 Earnings Preview Blue Owl Capital boosts redemption cap on private BDC - report
eBay ( EBAY ) on Wednesday said it would buy C2C fashion marketplace firm Depop from Etsy ( ETSY ) for about $1.2 billion in cash, as the e-commerce company tries to deepen its hold in the resale space. Shares of eBay jumped 9% in extended trading on Wednesday after the company posted a strong fourth-quarter beat and forecast current-quarter revenue and profit above Wall Street estimate. Depop is ...
eBay ( EBAY ) on Wednesday said it would buy C2C fashion marketplace firm Depop from Etsy ( ETSY ) for about $1.2 billion in cash, as the e-commerce company tries to deepen its hold in the resale space. Shares of eBay jumped 9% in extended trading on Wednesday after the company posted a strong fourth-quarter beat and forecast current-quarter revenue and profit above Wall Street estimate. Depop is a platform where anyone can buy, sell, explore and discover second-hand fashion. The company had annual gross merchandise sales (GMS) of about $1 billion in 2025, including nearly 60% year-over-year growth in the U.S. “The addition of Depop will accelerate eBay's C2C strategy by deepening its reach with younger, fashion-forward consumers and expanding its presence in one of the most dynamic areas of resale,” eBay said , adding that the deal would help the company attract more Gen Z and Millennial customer base. eBay said it would fund the transaction with cash on hand, while Etsy plans to utilize the proceeds for general corporate purposes, continued share repurchases, and investment in its core marketplace. The transaction is expected to close in the second quarter of this year. More on eBay, Etsy eBay: Improving And Fully Re-Rated Etsy: Green Shoots Are Not Enough To Generate Optimism Etsy, Inc. (ETSY) Presents at Raymond James TMT & Consumer Conference Transcript Etsy shares fell for seven consecutive sessions ahead of results Etsy Q4 2025 Earnings Preview
Macerich press release ( MAC ): Q4 FFO of $0.48 beats by $0.04 . Revenue of $261.7M (-4.4% Y/Y) beats by $1.22M . More on Macerich Macerich: Deleveraging Balance Sheet And Redevelopments To Limit Downside Risk Seeking Alpha’s Quant Rating on Macerich Historical earnings data for Macerich Dividend scorecard for Macerich Financial information for Macerich
Macerich press release ( MAC ): Q4 FFO of $0.48 beats by $0.04 . Revenue of $261.7M (-4.4% Y/Y) beats by $1.22M . More on Macerich Macerich: Deleveraging Balance Sheet And Redevelopments To Limit Downside Risk Seeking Alpha’s Quant Rating on Macerich Historical earnings data for Macerich Dividend scorecard for Macerich Financial information for Macerich
Never miss an episode. Follow The Big Take daily podcast today. For the first time in history, Saudi Arabia is allowing international buyers to purchase property in Mecca. This regulatory shift has ignited a building boom, raising concerns over affordability and overdevelopment. On today’s Big Take podcast, Bloomberg’s Zainab Fattah joins Sarah Holder to discuss what this property gold rush means ...
Never miss an episode. Follow The Big Take daily podcast today. For the first time in history, Saudi Arabia is allowing international buyers to purchase property in Mecca. This regulatory shift has ignited a building boom, raising concerns over affordability and overdevelopment. On today’s Big Take podcast, Bloomberg’s Zainab Fattah joins Sarah Holder to discuss what this property gold rush means for the city’s future and Saudi Arabia’s move away from oil. Read more: Saudi Arabia's MBS Opens Mecca Property Market in Investment Push Listen and follow The Big Take on Apple Podcasts , Spotify or wherever you get your podcasts. Terminal clients: click here to subscribe. This episode was produced by: Rachael Lewis-Krisky; Editors: Tracey Samuelson; Fact-checker: Eleanor Harrison-Dengate and David Fox; Sound Design/Engineer: Alex Sugiura; Senior Producer: Naomi Shavin; Senior Editor: Elisabeth Ponsot; Deputy Executive Producer: Julia Weaver; Executive Producer: Nicole Beemsterboer.
Brookdale Senior Living press release ( BKD ): Q4 GAAP EPS of -$0.17 in-line. Revenue of $754.09M (-3.4% Y/Y) misses by $16.39M . More on Brookdale Senior Living Brookdale Senior Living Inc. (BKD) Analyst/Investor Day - Slideshow Brookdale: Operational Leverage Signals A Major Pivot Brookdale Senior Living Inc. (BKD) Analyst/Investor Day Transcript Brookdale Senior Living Q4 2025 Earnings Preview ...
Brookdale Senior Living press release ( BKD ): Q4 GAAP EPS of -$0.17 in-line. Revenue of $754.09M (-3.4% Y/Y) misses by $16.39M . More on Brookdale Senior Living Brookdale Senior Living Inc. (BKD) Analyst/Investor Day - Slideshow Brookdale: Operational Leverage Signals A Major Pivot Brookdale Senior Living Inc. (BKD) Analyst/Investor Day Transcript Brookdale Senior Living Q4 2025 Earnings Preview Brookdale reports December 2025 occupancy
Texas Pacific Land press release ( TPL ): Q4 GAAP EPS of $1.79 in-line. Revenue of $211M (+13.6% Y/Y) beats by $7M . Adjusted EBITDA (3) of $178.1 million Free cash flow (3) of $118.9 million Quarterly cash dividend of $0.53 per share was paid on December 15, 2025 Full Year 2025 Highlights Oil and gas royalty production of 34.6 thousand Boe per day Produced water royalties revenue of $124.2 millio...
Texas Pacific Land press release ( TPL ): Q4 GAAP EPS of $1.79 in-line. Revenue of $211M (+13.6% Y/Y) beats by $7M . Adjusted EBITDA (3) of $178.1 million Free cash flow (3) of $118.9 million Quarterly cash dividend of $0.53 per share was paid on December 15, 2025 Full Year 2025 Highlights Oil and gas royalty production of 34.6 thousand Boe per day Produced water royalties revenue of $124.2 million Land and Resource Management segment revenues of $490.7 million Water Services and Operations segment revenues of $307.5 million Consolidated net income of $481.4 million, or $6.97 per share (diluted) Adjusted EBITDA (3) of $687.4 million Free cash flow (3) of $498.3 million $147.8 million of total cash dividends paid through December 31, 2025 $8.4 million of common stock repurchases through December 31, 2025 More on Texas Pacific Land Texas Pacific Land: The Data Center Angle Changes Everything Freehold Royalties Takes Texas Pacific Land To The Cleaners Texas Pacific Land: Fundamentals Left The Building A Long Time Ago Texas Pacific Land surges on data center deal, leads S&P 500 gainers Texas Pacific Land started Overweight at KeyBanc, as well positioned for market opportunities