Earnings Call Insights: Rekor Systems (REKR) Q4 2025 Management View Joseph Nalepa said 2025 results reflected “execution and operational efficiency,” with revenue of $48.5 million (up 5% vs. 2024) and remaining performance obligations of $25.9 million (up nearly 80% vs. December 31, 2024), alongside recurring revenue of $23.9 million (up 6% year-over-year). Joseph Nalepa highlighted mix and effic...
Earnings Call Insights: Rekor Systems (REKR) Q4 2025 Management View Joseph Nalepa said 2025 results reflected “execution and operational efficiency,” with revenue of $48.5 million (up 5% vs. 2024) and remaining performance obligations of $25.9 million (up nearly 80% vs. December 31, 2024), alongside recurring revenue of $23.9 million (up 6% year-over-year). Joseph Nalepa highlighted mix and efficiency benefits, saying adjusted margin was 56% vs. 49% in 2024, and added the company “made the decision to onshore our engineering efforts to optimize our engineering operations and cost containment efforts,” which contributed to a $3.8 million noncash asset impairment charge in 2025. Joseph Nalepa said operating expense actions drove profitability improvement, including total operating expenses (excluding depreciation, amortization, and impairment) down 20% year-over-year (an $11.4 million reduction) and adjusted EBITDA loss of $18.1 million (an $11 million improvement vs. 2024), while noting the adjusted EBITDA loss was $13.1 million in H1 2025 vs. $5 million in H2 2025. Robert Berman said 2025 included “a deliberate shift away from building the company of the future and refocused the organization on executing a pragmatic, profitable business model,” adding the company “transitioned from a development-heavy R&D-driven organization to a customer-focused business with fully productized solutions.” Robert Berman described timing and operating priorities, saying, “As our rightsizing actions conclude towards the end of Q2…we are entering a new phase of the company, one focused on scaling,” and “In the back half of 2026, we expect to aggressively ramp sales execution and drive accelerated growth.” Robert Berman pointed to profitability and cash flow inflection, saying the company “reduced net loss by 49% and importantly, achieved operating cash flow positivity in the fourth quarter of 2025,” while also cautioning, “there may be some quarter-to-quarter variability as we complet...
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Muddy Waters Research CEO Carson Block, Piper Sandler’s Anna Andreeva, PGIM’s Matthew Harvey, Morgan Stanley Investment Management’s Jitania Kandhari, Coresight Research CEO Deborah Weinswig, Wolfe Research’s Tobin Marcus, Ham...
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Muddy Waters Research CEO Carson Block, Piper Sandler’s Anna Andreeva, PGIM’s Matthew Harvey, Morgan Stanley Investment Management’s Jitania Kandhari, Coresight Research CEO Deborah Weinswig, Wolfe Research’s Tobin Marcus, Hamilton Lane Co-CEO Erik Hirsch, & Freshfields’ Ethan Klingsberg. (Source: Bloomberg)
US President Donald Trump speaks after he signed an executive order in the Oval Office of the White House in Washington, DC, on March 31, 2026. Brendan Smialowski | AFP | Getty Images President Donald Trump on Tuesday said he expected that United States military forces will leave Iran in "two or three weeks." "We leave because there's no reason for us to do this," Trump told reporters at the White...
US President Donald Trump speaks after he signed an executive order in the Oval Office of the White House in Washington, DC, on March 31, 2026. Brendan Smialowski | AFP | Getty Images President Donald Trump on Tuesday said he expected that United States military forces will leave Iran in "two or three weeks." "We leave because there's no reason for us to do this," Trump told reporters at the White House. "We'll be leaving very soon," the president said. The U.S. and Israel attacked Iran on Feb. 28. Read more U.S.-Iran war news Trump reportedly wants to 'take the oil in Iran' as Tehran targets water, power facilities in Kuwait Oil prices rise with Brent heading for record monthly surge as Iran war enters fifth week Pakistan prepared to host U.S.-Iran talks in ‘coming days’ as Trump weighs deploying ground troops Trump tells CNBC 'we are very intent on making a deal' with Iran Oil tumbles after Trump postpones U.S. strikes against Iran energy infrastructure for five days European stocks stage rebound as Trump signals Iran war de-escalation Gold and silver pare losses as Trump postpones strikes More than 40 Middle East energy assets 'severely damaged,' IEA chief says Saudi Aramco boss pulls out of major international energy conference due to Iran conflict: Reuters Trump and Tehran issue dueling warnings on the Strait of Hormuz Iran threatens U.S. Treasury buyers as Trump's 48-hour ultimatum looms U.K. confirms Iran fired two missiles at British-American base in Indian Ocean U.S. allows 30-day sale of Iran oil at sea in bid to tame prices Trump: Don't want Iran war ceasefire, considering 'winding down' military Trump: U.S. could end Iran war but will continue so it can 'never rebuild' Netanyahu: Iran 'decimated' but revolution requires 'ground component' Trump invokes Pearl Harbor in front of Japanese PM to defend Iran attack Netanyahu says Iran no longer has uranium enrichment capacity Iran war-induced fertilizer shortage threatens farm state GOP in midterms Hegseth o...
Oil steadied as traders weighed the outlook for the Middle East war, with Iran and the US signaling openness for a resolution to the conflict that’s caused chaos across global energy markets. West Texas Intermediate was near $102 a barrel after falling 1.5% on Tuesday. President Donald Trump told reporters at the White House that the US could leave Iran within two to three weeks , suggesting milit...
Oil steadied as traders weighed the outlook for the Middle East war, with Iran and the US signaling openness for a resolution to the conflict that’s caused chaos across global energy markets. West Texas Intermediate was near $102 a barrel after falling 1.5% on Tuesday. President Donald Trump told reporters at the White House that the US could leave Iran within two to three weeks , suggesting military goals had largely been accomplished. He added a deal could still be reached with Tehran. On Tuesday, Iranian state media reported that President Masoud Pezeshkian said the country is ready to end the war, while reiterating Tehran’s demands. Those have previously entailed ending the conflict across all fronts and recognition of its sovereignty over the vital Strait of Hormuz. “I think the exaggeration and panic is starting to come out of the back of the futures price curves in crude oil,” said Dennis Kissler , senior vice president for trading at BOK Financial Securities Inc. “The market is feeling at least a short term de-escalation and possibly more talks. “ The closure of the crucial waterway to shipping has choked off supplies of crude and natural gas to global markets, driving up energy prices and raising fears over an inflation crisis. Even if the war ended soon, it would still take time for flows to resume through the strait, while some facilities remain damaged. To get Bloomberg’s Energy Daily newsletter in your inbox, click here . WTI for May delivery was 0.9% higher at $102.25 a barrel at 6:11 a.m. in Singapore. Brent for June settlement closed 3.2% lower at $103.97 a barrel on Tuesday.
Bitmine Immersion Technologies (NYSEMKT:BMNR) , a digital asset mining and Ethereum (CRYPTO:ETH) treasury company, closed Tuesday at $19.78, rising 8.09%. The stock moved higher following last week’s staking platform launch and today’s wider market rally. Trading volume reached 70.1 million shares, about 54% above its three-month average of 45.6 million shares. Bitmine Immersion Technologies IPO'd...
Bitmine Immersion Technologies (NYSEMKT:BMNR) , a digital asset mining and Ethereum (CRYPTO:ETH) treasury company, closed Tuesday at $19.78, rising 8.09%. The stock moved higher following last week’s staking platform launch and today’s wider market rally. Trading volume reached 70.1 million shares, about 54% above its three-month average of 45.6 million shares. Bitmine Immersion Technologies IPO'd last year and has grown 172% since going public. The S&P 500 (SNPINDEX:^GSPC) advanced 2.91% to finish Tuesday at 6,529, while the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 3.83% to close at 21,591. Among blockchain technology and digital asset peers, Mara Holdings (NASDAQ:MARA) gained 4.68% to close at $8.16, and Riot Platforms (NASDAQ:RIOT) increased 4.48% to end at $12.36, underscoring broad strength across crypto-linked companies. Continue reading
imaginima/E+ via Getty Images The American Petroleum Institute reportedly shows a larger-than-expected build of 10.3M barrels of oil in U.S. commercial stockpiles for the week ending March 27, after increasing by 2.3M barrels in the previous week. Gasoline inventories reportedly show a draw of 3.2M barrels for the week, distillate inventories reportedly show a draw of 1M barrels, and inventories a...
imaginima/E+ via Getty Images The American Petroleum Institute reportedly shows a larger-than-expected build of 10.3M barrels of oil in U.S. commercial stockpiles for the week ending March 27, after increasing by 2.3M barrels in the previous week. Gasoline inventories reportedly show a draw of 3.2M barrels for the week, distillate inventories reportedly show a draw of 1M barrels, and inventories at the Cushing storage hub reportedly show a build of 800K barrels. The Energy Information Administration is scheduled to release its weekly U.S. petroleum supply report on Wednesday; the average of analysts surveyed by The Wall Street Journal forecast domestic commercial crude stocks would increase by 800K barrels, gasoline inventories were expected to drop by 1.5M barrels, and distillate inventories were expected to decline by 300K barrels. WTI front-month April crude oil ( CL1:COM ) recently traded at $101.16/bbl, down from Tuesday's $101.38/bbl settlement price. ETF: ( USO ) More on crude oil Commodities: Oil Eases As Report Suggests War Could End Without Hormuz Reopening Real Yields, Oil, Conflict Scenarios What Markets Are Telling Us About The Duration Of The Middle East Conflict
DRS Systems, a subsidiary of Leonardo DRS ( DRS ), secured a $533.29M IDIQ contract to produce and deliver infrared countermeasure assemblies for Navy & Army LRIP programs. The work is expected to be completed by April 2030, with no funds obligated at the time of award. Naval Air Systems Command is the contracting activity. More on Leonardo DRS Leonardo DRS, Inc. (DRS) Q4 2025 Earnings Call Transc...
DRS Systems, a subsidiary of Leonardo DRS ( DRS ), secured a $533.29M IDIQ contract to produce and deliver infrared countermeasure assemblies for Navy & Army LRIP programs. The work is expected to be completed by April 2030, with no funds obligated at the time of award. Naval Air Systems Command is the contracting activity. More on Leonardo DRS Leonardo DRS, Inc. (DRS) Q4 2025 Earnings Call Transcript Leonardo DRS, Inc. 2025 Q4 - Results - Earnings Call Presentation Leonardo DRS: The Strong Buy Delivered, Here's Why I'm Downgrading It And What Comes Next Leonardo DRS wins contract from Department of War Leonardo DRS targets 6%-8% organic revenue growth in 2026 while ramping investment in innovation and capacity
Grab (NASDAQ:GRAB) , a Southeast Asia superapp for mobility, deliveries, and financial services, closed Tuesday at $3.66, up 3.68%. The stock moved as investors assessed Tuesday’s Regular session disclosure that Grab is lifting Singapore fuel surcharges to offset higher fuel costs while watching how regulators and riders respond. The company’s trading volume reached 59 million shares, which is nea...
Grab (NASDAQ:GRAB) , a Southeast Asia superapp for mobility, deliveries, and financial services, closed Tuesday at $3.66, up 3.68%. The stock moved as investors assessed Tuesday’s Regular session disclosure that Grab is lifting Singapore fuel surcharges to offset higher fuel costs while watching how regulators and riders respond. The company’s trading volume reached 59 million shares, which is nearly 23% above its three-month average of 48 million shares. Grab went public in 2020 and has fallen 69% since going its IPO. S&P 500 (SNPINDEX:^GSPC) advanced 2.92% to 6,528.52, while the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 3.83% to finish at 21,590.53. Within the software application ecosystem, industry peers Uber Technologies (NYSE:UBER) closed at $71.93 (up 2.89%) and Lyft (NASDAQ:LYFT) ended at $13.3 (up 5.14%). Continue reading