Earnings Call Insights: Rapid7 (RPD) Q4 2025 Management View Corey Thomas, CEO, opened by highlighting outperformance against Q4 ARR, revenue, and profitability guidance, ending 2025 with ARR of $840 million and total revenue of $860 million. Thomas stated, "We saw sustained new deal activity for our industry-leading MDR offering and encouraging growth within our Exposure Command platform." Strate...
Earnings Call Insights: Rapid7 (RPD) Q4 2025 Management View Corey Thomas, CEO, opened by highlighting outperformance against Q4 ARR, revenue, and profitability guidance, ending 2025 with ARR of $840 million and total revenue of $860 million. Thomas stated, "We saw sustained new deal activity for our industry-leading MDR offering and encouraging growth within our Exposure Command platform." Strategic investments in AI-enabled security operations were emphasized, with Thomas noting, "We made strategic investments across key product growth initiatives to strengthen our position as a leader in AI-enabled security operations." Thomas addressed the broader software sector disruption, asserting, "Cybersecurity is fundamentally different. The need for comprehensive, expert-led security operations is growing, not shrinking." Management highlighted the company's focus on AI-powered productivity, expanding MDR coverage, and deepening integration with Microsoft, stating, "Just last month, we launched closer integrations such as MDR for Microsoft that provides 24/7 expert monitoring and native response across the entire Microsoft Defender suite." Go-to-market organizational changes were discussed, with new leadership and a unified sales approach intended to drive growth and retention. Thomas attributed expected future benefits to these changes. Rafeal Brown, Chief Financial Officer, remarked, "In this fourth quarter earnings call, I'm pleased to report that we exceeded our guidance across revenue, annual recurring revenue, ARR, and operating income." Brown also stated, "Our Q4 non-GAAP operating income of $30.1 million or a margin of 13.9% was incrementally ahead of expectations." Outlook Brown announced that full year 2026 total revenue is expected in the range of $835 million to $843 million, representing a decline of 2% year-on-year at the midpoint. First quarter 2026 revenue is expected in the range of $207 million to $209 million, with ARR of approximately $830 million. No...
Earnings Call Insights: Cloudflare, Inc. (NET) Q4 2025 Management View CEO Matthew Prince highlighted a "terrific quarter," reporting $614.5 million in revenue, a 34% year-over-year increase. He stated, "We now have 4,298 customers paying us more than $100,000 per year, up 23% year-over-year." Prince emphasized record new annual contract value (ACV) growth, noting, "In Q4, new ACV book grew nearly...
Earnings Call Insights: Cloudflare, Inc. (NET) Q4 2025 Management View CEO Matthew Prince highlighted a "terrific quarter," reporting $614.5 million in revenue, a 34% year-over-year increase. He stated, "We now have 4,298 customers paying us more than $100,000 per year, up 23% year-over-year." Prince emphasized record new annual contract value (ACV) growth, noting, "In Q4, new ACV book grew nearly 50% year-over-year, making it not only a record quarter in absolute ACV dollars but also the fastest growth rate we've delivered since 2021." Prince detailed major customer wins, including a leading AI company selecting Cloudflare as its "single long-term infrastructure provider with 100% traffic allocation" through an $85 million contract, and a Fortune 500 technology company displacing an incumbent with a $45 million deal. He cited the company's position as "the partner of choice for companies looking to protect their IP while improving performance, reducing operational costs and enhancing their security postures." Prince underscored Cloudflare's role in the "agentic Internet," describing a fundamental industry shift: "If humans looked at 5 sites when they were making a decision, agents might look at 5,000." He asserted, "Cloudflare was built for this moment. We are uniquely architected to capture value on both sides of the agentic interactions." CFO Thomas Seifert stated, "We are proud to report robust fourth quarter and full year 2025 results that validate the strategy and demonstrate our ability to execute our commitments, driving accelerating growth innovating rapidly and delivering financial and operational excellence." Outlook Seifert provided Q1 2026 revenue guidance of $620 million to $621 million and full-year 2026 revenue guidance of $2.785 billion to $2.795 billion, representing "an increase of 28% to 29% year-over-year." The company expects Q1 operating income of $70 million to $71 million and full-year operating income of $378 million to $382 million. Dilute...
Semiconductor Manufacturing International Corp (SMIC), China’s largest contract chipmaker, said it expected first quarter revenue to remain flat as a decline in low-end orders partly offset surging demand for memory chips for use in artificial intelligence applications. SMIC reported on Tuesday that 2025 revenue increased 16.2 per cent from a year earlier to US$9.3 billion, while net profit surged...
Semiconductor Manufacturing International Corp (SMIC), China’s largest contract chipmaker, said it expected first quarter revenue to remain flat as a decline in low-end orders partly offset surging demand for memory chips for use in artificial intelligence applications. SMIC reported on Tuesday that 2025 revenue increased 16.2 per cent from a year earlier to US$9.3 billion, while net profit surged 39 per cent to US$685.1 million. The growth was mainly due to increases in wafer shipment and utilisation rate, as well as changes in product mix, SMIC said. However, profit for both the full year and the fourth quarter fell short of analyst estimates, and the company’s Hong Kong-listed shares dropped 3 per cent to HK$69.40 on Wednesday morning. Its Shanghai-listed stock fell 1.3 per cent to 114.70 yuan. Advertisement In an earnings call on Wednesday, Zhao Haijun, co-CEO of SMIC, said the company had seen orders from smartphone vendors and makers of other lower-end products “squeezed” by strong demand for AI chips, leading to the company’s flat revenue expectation. However, he added that the company was “still well positioned in the current industry development cycle”, adding that SMIC would proactively address urgent market demand to drive revenue growth in 2026. Advertisement The industry is in the grip of a massive supply crunch for memory chips, as a frantic ramp-up of production for advanced chips to feed demand from AI data centres eats up global wafer capacity and drives up costs across the supply chain. The Shanghai-based company, which anchors Beijing’s drive for semiconductor self-reliance, shipped a total of 9.7 million wafers in 2025, up 21 per cent from 8 million a year earlier. Capacity utilisation rose by 8 percentage points year on year to 93.5 per cent.
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In this article CRM Follow your favorite stocks CREATE FREE ACCOUNT Salesforce CEO Marc Benioff participates in an interview at the World Economic Forum in Davos, Switzerland, on Jan. 21, 2026. Chris J. Ratcliffe | Bloomberg | Getty Images Over 1,400 Salesforce employees have signed a letter calling on CEO Marc Benioff to drop potential business with the U.S. Immigration and Customs Enforcement ag...
In this article CRM Follow your favorite stocks CREATE FREE ACCOUNT Salesforce CEO Marc Benioff participates in an interview at the World Economic Forum in Davos, Switzerland, on Jan. 21, 2026. Chris J. Ratcliffe | Bloomberg | Getty Images Over 1,400 Salesforce employees have signed a letter calling on CEO Marc Benioff to drop potential business with the U.S. Immigration and Customs Enforcement agency, two people familiar with the effort told CNBC. "We are deeply troubled by recent press reports describing Salesforce pitches of AI technology to U.S. Immigration and Customs Enforcement (ICE) to help the agency 'expeditiously' hire 10,000 new agents and vet tip-line reports," the letter reads. The letter calls on Benioff to cancel "all active pitches or 'opportunities' for ICE enforcement and hiring" and issue a public statement demanding the removal of masked agents in U.S. cities. The Salesforce employee letter is the latest example of tech workers raising concerns about the U.S. agency's use of their companies' services after ICE agents killed U.S. citizens Renee Nicole Good and Alex Pretti in Minnesota in January. Earlier on Tuesday, Benioff joked about ICE being present at an employee gathering in Las Vegas, 404 Media reported . The incident led employees to criticize the comments in an internal Slack forum, the two people told CNBC. Letter signatories are asking Salesforce to tell workers what kinds of services it is providing to ICE and "pause or prohibit infrastructure, AI systems or services that enable ICE operational scale-up." "We are concerned that Salesforce products and services may be enabling ICE to expand recruitment, onboarding and operational capacity," reads a supplementary document to the letter, which CNBC viewed. The document cited an October New York Times report saying that Salesforce described its software as an "ideal platform" for ICE agent recruitment in a response to a request for information. The letter from employees comes at a difficu...
By Che Pan and Brenda Goh BEIJING, Feb 11 (Reuters) - Semiconductor Manufacturing International Corp，China's largest contract chipmaker, said on Wednesday that its depreciation will increase about 30% in 2026 as it expands capacity to meet strong domestic demand. "We maintained high capital spending, which drove rapid revenue growth but also placed considerable depreciation pressure on gross pro...
By Che Pan and Brenda Goh BEIJING, Feb 11 (Reuters) - Semiconductor Manufacturing International Corp，China's largest contract chipmaker, said on Wednesday that its depreciation will increase about 30% in 2026 as it expands capacity to meet strong domestic demand. "We maintained high capital spending, which drove rapid revenue growth but also placed considerable depreciation pressure on gross profit margins," SMIC's CO-CEO Zhao Haijun said during an earnings call, citing efforts to capitalise on demand from Chinese chip designers. The semiconductor supply chain - previously based on overseas design and manufacturing for the Chinese market - shifted to Chinese production throughout the year, Zhao said. Analog circuits saw the fastest transition, followed by display drivers, image sensors and memory, microcontrollers (MCUs), and logic chips. SMIC would add about 40,000 12-inch equivalent wafers in new monthly capacity by the end of this year, Zhao said. It added 50,000 12-inch wafers in monthly capacity in 2025. Zhao said strong AI memory demand was squeezing supply to other sectors, especially mid-to-low-end phones, causing memory shortages and pressure on manufacturers to increase prices. China remained SMIC's biggest market, accounting for 87.6% of its revenue in the fourth quarter, up slightly from the third quarter, while the U.S. contributed 10.3%, down slightly from 10.8%. The company pre-purchased critical equipment while ancillary equipment remained pending, creating timing mismatches, Zhao said. As a result, already-acquired equipment might not translate into full production capacity this year. China's Semiconductor Manufacturing International Corp (0981.HK) reported a 60.7% jump in fourth-quarter profit on Tuesday, beating analyst estimates. SMIC's net profit reached $172.85 million, above the $170.3 million expected, according to LSEG data. Revenue rose 12.8% to $2.49 billion, beating forecasts of $2.42 billion. SMIC's monthly production capacit...