German MPs Shoot-Down Idea Of Paying WWII Reparations To Poland With Weapons Via Remix News, German politicians stress cooperation in the wake of the suggestion that Germany finance Polish armaments as reparations for World War II. Wolfgang Ischinger, chairman of the Munich Security Conference, had proposed that Germany provide Poland with military equipment , emphasizing that “Poland is a frontli...
German MPs Shoot-Down Idea Of Paying WWII Reparations To Poland With Weapons Via Remix News, German politicians stress cooperation in the wake of the suggestion that Germany finance Polish armaments as reparations for World War II. Wolfgang Ischinger, chairman of the Munich Security Conference, had proposed that Germany provide Poland with military equipment , emphasizing that “Poland is a frontline state.” Poland has been vocal in its demand for what it says amounts to €1.3 trillion in World War II reparations Germany must pay for the crimes, deaths, and massive property destruction caused by the 1939-1945 occupation. Despite some discussions, Germany has long maintained that Poland renounced all claims to reparations in 1953. “From the Polish perspective, the issue of reparations remains unresolved,” he said in an interview for Die Welt, cited by wPolityce . “What if Germany, recognizing Poland’s role as a frontline state, gave Warsaw a submarine, a frigate or a few tanks?” Ischinger asked. German politicians and experts have since expressed their concerns with the idea. Thomas Erndl, spokesman for the defense policy of the CDU/CSU parliamentary group in the Bundestag, told Die Welt that there was no need for this because a strong Bundeswehr protects not only Germany but also its allies. “The brigade stationed in Lithuania is a visible sign of our solidarity as allies… If we all focus our efforts on rapidly expanding our military capabilities, and thus on guaranteeing our European security, historical sensitivity will play a subordinate role,” Erndl argued. Adis Ahmetović, spokesman for foreign policy of the SPD parliamentary group, emphasized that gaining Poland’s trust can only come from a stronger foundation. “Some of our partners, such as France and Poland, sometimes show reticence. Trust is not built through symbolic gestures like military donations, but through reliable and close cooperation. Therefore, it is essential to consistently deepen and further deve...
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, David Ingles and Annabelle Droulers give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)
“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, David Ingles and Annabelle Droulers give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)
(RTTNews) - Pro Medicus Limited (PME.AX), a health imaging company, on Thursday reported higher profit for the first half, driven mainly by higher revenue and a significant increase in fair value movements on other financial assets.
(RTTNews) - Pro Medicus Limited (PME.AX), a health imaging company, on Thursday reported higher profit for the first half, driven mainly by higher revenue and a significant increase in fair value movements on other financial assets.
Earnings Call Insights: Cellebrite (CLBT) Q4 2025 Management View CEO Thomas Hogan stated that Cellebrite "closed 2025 with a solid fourth quarter that capped a year marked by meaningful strategic progress." Hogan highlighted the cementing of the Inseyets offering as the "gold standard in digital forensics," strong adoption of SaaS and cloud solutions with ARR for these offerings growing north of ...
Earnings Call Insights: Cellebrite (CLBT) Q4 2025 Management View CEO Thomas Hogan stated that Cellebrite "closed 2025 with a solid fourth quarter that capped a year marked by meaningful strategic progress." Hogan highlighted the cementing of the Inseyets offering as the "gold standard in digital forensics," strong adoption of SaaS and cloud solutions with ARR for these offerings growing north of 50%, and exceeding the 50% conversion target for Inseyets. Hogan also reported the completion of the company’s first material acquisition, Corellium, and noted further talent additions across the organization. Hogan announced: "We outperformed relative to guidance on both our fourth quarter revenue and our adjusted EBITDA. Our growth and ongoing spend discipline delivered strong free cash flow of $160 million in 2025 and a 34% free cash flow margin." The CEO detailed the agreement to acquire SCG Canada, advancing Cellebrite’s position in drone forensics. "We believe drone forensics will rapidly become one of the most significant data sources for making our nations, communities and businesses safer." Hogan emphasized that this move is both logical and necessary for the company’s strategic direction. CFO David Barter reported: "ARR grew 21% to $481 million, which includes Corellium. When we closed the acquisition on December 1, Corellium's ARR was $16.1 million. Excluding this, our ARR grew 17% year-over-year and sequentially, ARR increased 6% over Q3." Barter further noted, "Our software solutions drove approximately 90% of our fourth quarter and full year total revenue. Our fourth quarter gross profit increased to $110.8 million, which represents a gross margin of 86%." Barter highlighted a year-end cash balance of $535 million and a full-year free cash flow margin of 34%. Outlook Cellebrite projects ARR for fiscal year 2026 in the range of $567 million to $573 million, representing 18% to 19% growth. Full-year 2026 revenue is expected to be between $565 million and $571 mi...
syahrir maulana/iStock via Getty Images Summary Capping a year of significant outperformance, Calamos Timpani Small Cap Growth Fund ( CTSIX ) and Calamos Timpani SMID Growth Fund ( CTIGX ) surpassed their peer group average and benchmarks during the fourth quarter. The fund's 2025 performance was especially noteworthy given the headwinds most small-cap growth and SMID-cap growth funds faced. We be...
syahrir maulana/iStock via Getty Images Summary Capping a year of significant outperformance, Calamos Timpani Small Cap Growth Fund ( CTSIX ) and Calamos Timpani SMID Growth Fund ( CTIGX ) surpassed their peer group average and benchmarks during the fourth quarter. The fund's 2025 performance was especially noteworthy given the headwinds most small-cap growth and SMID-cap growth funds faced. We believe these gains—as well as the funds' longer-term records—demonstrate the power of our security selection and fundamental-momentum investment style. We believe microcaps, small caps, and mid caps may be poised for a performance rebound relative to large caps, providing additional wind in our sails. Investment Manager Discussion Strong earnings and two US Federal Reserve interest rate cuts triggered a continued rally in equity markets during the fourth quarter. Small caps rose 2.19% during the quarter, trailing large caps by 22 basis points 1 (as measured by the Russell 2000 Index and the Russell 1000 Index, respectively). For the year, small caps rose a respectable 12.81% but lagged large caps for the ninth year in a row—unbelievable! Microcaps, the smallest of the small, rose 6.25% during the fourth quarter and 22.98% for the year (as measured by the Russell Microcap Index), leading all equity asset classes (yes, even large caps)! Interestingly, despite this strong move, microcaps still trade at a significant discount to all other equity asset classes based on 2026 consensus P/E ratios. Our two funds, Calamos Timpani Small Cap Growth Fund ( CTSIX ) and Calamos Timpani SMID Growth Fund ( CTIGX ), had what we consider to be tremendous quarters. Each fund outperformed its respective benchmark and Morningstar category average during the quarter, extending year-to-date gains. Calamos Timpani Funds Powered Past Peers and Benchmarks in 2025 Total Returns, 2025 Source: Morningstar. Performance data quoted represents past performance, which is no guarantee of future results. Curr...
SoftBank Group press release ( SFTBY ): for the nine-month period ended December 31, 2025 reported GAAP EPS of ¥552.86. Revenue of ¥5719.25B (+7.9% Y/Y). Outlook: The company does not provide forecasts of consolidated results of operations as they are difficult to project due to numerous uncertainties affecting earnings. More on SoftBank Group Corp. Seeking Alpha’s Quant Rating on SoftBank Group C...
SoftBank Group press release ( SFTBY ): for the nine-month period ended December 31, 2025 reported GAAP EPS of ¥552.86. Revenue of ¥5719.25B (+7.9% Y/Y). Outlook: The company does not provide forecasts of consolidated results of operations as they are difficult to project due to numerous uncertainties affecting earnings. More on SoftBank Group Corp. Seeking Alpha’s Quant Rating on SoftBank Group Corp. Historical earnings data for SoftBank Group Corp. Dividend scorecard for SoftBank Group Corp. Financial information for SoftBank Group Corp.
Siemens CEO Roland Busch discusses the firm's growing factory automation business and demand for electrification products from data centers. He speaks to Bloomberg's Tom Mackenzie after first-quarter profit in the Digital Industries unit, which makes factory software and automation products, jumped 37%. (Source: Bloomberg)
Siemens CEO Roland Busch discusses the firm's growing factory automation business and demand for electrification products from data centers. He speaks to Bloomberg's Tom Mackenzie after first-quarter profit in the Digital Industries unit, which makes factory software and automation products, jumped 37%. (Source: Bloomberg)
(RTTNews) - Applied Materials, Inc. (AMAT) late Wednesday announced that it has agreed to pay $252.5 million to the U.S. Department of Commerce, after reaching a settlement agreement over violations in China exports.
(RTTNews) - Applied Materials, Inc. (AMAT) late Wednesday announced that it has agreed to pay $252.5 million to the U.S. Department of Commerce, after reaching a settlement agreement over violations in China exports.
SoftBank Group Corp. sprang back to a quarterly profit after Masayoshi Son ’s bet on OpenAI paid off in valuation gains on optimism around artificial intelligence spending. The Tokyo-based company reported a net income of ¥248.59 billion ($1.6 billion) in its fiscal third quarter, compared with the average analyst estimate of about ¥857 billion. SoftBank has invested more than $30 billion in OpenA...
SoftBank Group Corp. sprang back to a quarterly profit after Masayoshi Son ’s bet on OpenAI paid off in valuation gains on optimism around artificial intelligence spending. The Tokyo-based company reported a net income of ¥248.59 billion ($1.6 billion) in its fiscal third quarter, compared with the average analyst estimate of about ¥857 billion. SoftBank has invested more than $30 billion in OpenAI, accumulating an 11% stake as of December, and has been in talks to invest as much as $30 billion more in a round that would value the startup at about $750 billion to $830 billion. As of December, SoftBank’s investment gain on OpenAI stood at an estimated $19.8 billion. OpenAI now represents one of SoftBank’s biggest holdings, alongside a roughly 90% stake in chip designer Arm Holdings Plc . That’s tethered the Japanese company’s shares to ChatGPT’s relative performance against rivals Google ’s Gemini and Anthropic ’s Claude. SoftBank is “the only real way to directly play OpenAI in today’s public markets,” BTIG analyst Jesse Sobelson wrote in a note ahead of Thursday’s earnings, estimating that the startup represents 30% of SoftBank’s net asset value. “Next OpenAI capital raise could spur re-mark of SoftBank equity ownership” and serve as a catalyst, the note said. BTIC said it expects to receive or seek compensation from SoftBank for investment banking services in the next three months. SoftBank has also stepped up investments in other parts of the artificial intelligence ecosystem as founder Masayoshi Son seeks to play a bigger role in shaping future technology.