Investors were expecting a better final quarter of 2025 from the famous financial index operator and information services provider. Somewhat uncomfortably, on Tuesday the performance of S&P Global (SPGI 9.71%) stock was far worse than that of its most popular offering, the S&P 500 index. The company's shares lost nearly 10% of their value that day, due to an earnings report that didn't meet expect...
Investors were expecting a better final quarter of 2025 from the famous financial index operator and information services provider. Somewhat uncomfortably, on Tuesday the performance of S&P Global (SPGI 9.71%) stock was far worse than that of its most popular offering, the S&P 500 index. The company's shares lost nearly 10% of their value that day, due to an earnings report that didn't meet expectations. Meanwhile, the index dipped marginally, falling by 0.3%. Nearly in line with estimates S&P Global's fourth quarter saw the financial data and information company earn almost $3.92 billion in revenue, which bettered the year-ago figure by 9%. Net income not in accordance with generally accepted accounting principles (GAAP) saw a more robust gain of 12% to hit nearly $1.3 billion, or $4.30 per share. That meant a mixed quarter for S&P Global. While it edged past the average analyst revenue estimate of $3.9 billion, it fell just short of the $4.32-per-share consensus for non-GAAP (adjusted) profitability. All of the company's revenue streams increased during the quarter. Two standouts were its indices business, which advanced by 14% to produce $498 million, and its ratings service, up 12% to almost $1.19 billion. Expand NYSE : SPGI S&P Global Today's Change ( -9.71 %) $ -43.11 Current Price $ 401.08 Key Data Points Market Cap $135B Day's Range $ 395.88 - $ 424.80 52wk Range $ 395.88 - $ 579.05 Volume 11M Avg Vol 1.8M Gross Margin 62.10 % Dividend Yield 0.86 % A whiff on profitability guidance In its earnings release, S&P Global also proffered revenue guidance for the entirety of this year. It's modeling organic constant currency revenue growth of 6% to 8% over the 2024 tally, and GAAP earnings per share of $19.40 to $19.65. However, the consensus analyst projection for the latter is $19.96; the discrepancy was likely a key factor in Tuesday's sell-off. To me, that's an overreaction on the part of investors. S&P Global's numbers weren't spectacular, but the company is s...
Image source: The Motley Fool. Feb. 10, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Corey Thomas Chief Financial Officer — Rafe Brown Vice President, Investor Relations — Matt Wells Need a quote from a Motley Fool analyst? Email [email protected] RISKS CFO Rafe Brown stated, "In the first quarter, we expect ARR of approximately $830 million or down 1% on a year-over-year basis...
Image source: The Motley Fool. Feb. 10, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Corey Thomas Chief Financial Officer — Rafe Brown Vice President, Investor Relations — Matt Wells Need a quote from a Motley Fool analyst? Email [email protected] RISKS CFO Rafe Brown stated, "In the first quarter, we expect ARR of approximately $830 million or down 1% on a year-over-year basis." He acknowledged that benefits from operational changes are not anticipated to impact the first quarter. Corey Thomas said, "DNR is growing, but it's not enough to compensate for the negative for the rest for the other parts of the business that aren't growing." Professional services revenue for the quarter totaled $8.2 million, compared to $9.9 million in 2024. Year-over-year results reflect an intended shift in the operating model toward a greater utilization of partners for professional service delivery. Exposure Command upgrades and migration was a big disappointment last year, according to Corey Thomas, revealing that growth in this segment remains behind expectations. TAKEAWAYS Annual Recurring Revenue (ARR) -- $839.9 million, approximately flat year over year, reflecting a shift toward faster-growing detection and response services. -- $839.9 million, approximately flat year over year, reflecting a shift toward faster-growing detection and response services. Total revenue -- $217.4 million in the fourth quarter, up 0.5%, and $859.8 million for the year, a 1.9% increase. -- $217.4 million in the fourth quarter, up 0.5%, and $859.8 million for the year, a 1.9% increase. Detection & response ARR growth -- 7% year over year, with Managed Detection and Response (MDR) segment in the high single digits; this segment now comprises just over 50% of ending ARR. -- 7% year over year, with Managed Detection and Response (MDR) segment in the high single digits; this segment now comprises just over 50% of ending ARR. Product revenue -- $209.1 million in the fourth quarter, repre...
As market volatility hits the crypto industry, crypto-native funds are gravitating toward better-performing corners of the market, including stablecoin infrastructure and on-chain prediction markets, while some are also expanding into adjacent sectors like fintech and AI. Katrina Paglia, Chief Legal Officer at Pantera Capital Management, joins "Bloomberg Crypto" to discuss crypto investments amid ...
As market volatility hits the crypto industry, crypto-native funds are gravitating toward better-performing corners of the market, including stablecoin infrastructure and on-chain prediction markets, while some are also expanding into adjacent sectors like fintech and AI. Katrina Paglia, Chief Legal Officer at Pantera Capital Management, joins "Bloomberg Crypto" to discuss crypto investments amid heightened pressure on digital assets. (Source: Bloomberg)
(RTTNews) - Highwoods Properties Inc (HIW) on Tuesday, reported a return to profitability in the fourth quarter, driven primarily by gains on property dispositions, while full-year earnings rose despite lower revenues. For the three months ended December 31, 2025, the office reported funds from operations of $203.4 million, compared with $205.5 million a year earlier. Total operating expenses decl...
(RTTNews) - Highwoods Properties Inc (HIW) on Tuesday, reported a return to profitability in the fourth quarter, driven primarily by gains on property dispositions, while full-year earnings rose despite lower revenues. For the three months ended December 31, 2025, the office reported funds from operations of $203.4 million, compared with $205.5 million a year earlier. Total operating expenses declined to $150.3 million, from $178.7 million in the prior-year quarter, reflecting lower property expenses and the absence of impairment charges recorded in 2024. Highwoods posted net income of $29.7 million for the quarter, compared with a net loss of $3.2 million in the fourth quarter of 2024. Net income available to common stockholders was $28.7 million, versus a loss of $3.7 million a year earlier. Earnings per share were $0.26, compared with a loss of $0.03 per share in the prior-year period. For the year ended December 31, 2025, funds from operations declined to $806.1 million, from $825.9 million in 2024. Total operating expenses fell to $605.4 million, compared with $637.7 million a year earlier. Full-year net income increased to $162.7 million, from $104.3 million in 2024. Net income available to common stockholders rose to $157.3 million, compared with $99.8 million a year earlier. Earnings per share increased to $1.45, from $0.94 in the prior year. HIW closed Tuesday's trading at $25.99 up $0.19 or 0.74 percent on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The sell-off in software-as-a-service (SaaS) stocks has evolved from a pullback to a downturn, and now to a full-throttle crash. An exchange-traded fund (ETF) that closely tracks the sector -- The iShares Expanded Tech Software Sector ETF (NYSEMKT: IGV) -- is down 24.6% year to date at the time of this writing, while the broader tech sector has fallen 5.8%. Last week, Anthropic announced a new plu...
The sell-off in software-as-a-service (SaaS) stocks has evolved from a pullback to a downturn, and now to a full-throttle crash. An exchange-traded fund (ETF) that closely tracks the sector -- The iShares Expanded Tech Software Sector ETF (NYSEMKT: IGV) -- is down 24.6% year to date at the time of this writing, while the broader tech sector has fallen 5.8%. Last week, Anthropic announced a new plugin for legal applications on its Claude Cowork platform that could challenge the functionality of existing enterprise software. Then on Feb. 5, Anthropic published a press release introducing Claude Opus 4.6 -- its latest model. Opus 4.6 improves Claude's coding skills, agentic tasks, and capabilities within the Cowork platform, including the ability to run financial analyses, conduct research, and create documents, spreadsheets, presentations, and more. SaaS companies used to command premium valuations relative to the market because of their recurring revenue and wide moats. But those moats are being eroded by artificial intelligence (AI) models that can perform tasks normally handled manually using enterprise software. Additionally, SaaS companies depend on user growth, but if a single user can now accomplish the workload that used to require several subscriptions, that means less revenue for enterprise software companies. Continue reading
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 4:30 p.m. ET Call participants President & Chief Executive Officer — Steve Kelley Executive Vice President & Chief Financial Officer — Paul Oldham Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $489 million in Q4, up 6% sequentially and 18% year over year, driven by semiconductor and record data center ...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 4:30 p.m. ET Call participants President & Chief Executive Officer — Steve Kelley Executive Vice President & Chief Financial Officer — Paul Oldham Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $489 million in Q4, up 6% sequentially and 18% year over year, driven by semiconductor and record data center demand. -- $489 million in Q4, up 6% sequentially and 18% year over year, driven by semiconductor and record data center demand. Gross margin -- 39.7% in Q4, the company's highest in five years, improving 60 basis points sequentially despite tariff costs. -- 39.7% in Q4, the company's highest in five years, improving 60 basis points sequentially despite tariff costs. Data center revenue -- $178 million in Q4, increasing 4% sequentially and 101% year over year; 2025 full-year data center revenue totaled $587 million, up 107%. -- $178 million in Q4, increasing 4% sequentially and 101% year over year; 2025 full-year data center revenue totaled $587 million, up 107%. Semiconductor revenue -- $212 million in Q4, up 8% from Q3, and $840 million for 2025, a 6% annual increase to the second-highest level in company history. -- $212 million in Q4, up 8% from Q3, and $840 million for 2025, a 6% annual increase to the second-highest level in company history. Industrial medical revenue -- $78 million in Q4, up 10% sequentially and 2% year over year, marking the first annual growth in two years. -- $78 million in Q4, up 10% sequentially and 2% year over year, marking the first annual growth in two years. Operating margin -- 17.8% in Q4, up 100 basis points sequentially and 430 basis points year over year. -- 17.8% in Q4, up 100 basis points sequentially and 430 basis points year over year. EPS -- $1.94 in Q4, increasing from $1.74 in Q3 and $1.30 a year ago. -- $1.94 in Q4, increasing from $1.74 in Q3 and $1.30 a year ago. Operating cash flow -- Record $235 million for 2025; Q4 operatin...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Daniel O'Day Chief Commercial Officer — Johanna Mercier Chief Medical Officer — Dietmar Berger Chief Financial Officer — Andrew Dickinson Executive Vice President, Kite and Head of Cell Therapy — Cindy Perettie TAKEAWAYS Total Product Sales -- $28.9 billion for the full ye...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Daniel O'Day Chief Commercial Officer — Johanna Mercier Chief Medical Officer — Dietmar Berger Chief Financial Officer — Andrew Dickinson Executive Vice President, Kite and Head of Cell Therapy — Cindy Perettie TAKEAWAYS Total Product Sales -- $28.9 billion for the full year, up 1%, exceeding the high end of guidance by more than $200 million. -- $28.9 billion for the full year, up 1%, exceeding the high end of guidance by more than $200 million. Base Business Revenue -- $28 billion excluding Vecluri, up 4%, or 8% excluding Part D redesign impact, with guidance surpassed by over $300 million. -- $28 billion excluding Vecluri, up 4%, or 8% excluding Part D redesign impact, with guidance surpassed by over $300 million. HIV Business Sales -- $20.8 billion for the year, up 6%, achieving record quarterly sales of $5.8 billion, with underlying growth of 10% excluding the $900 million Part D impact. -- $20.8 billion for the year, up 6%, achieving record quarterly sales of $5.8 billion, with underlying growth of 10% excluding the $900 million Part D impact. Biktarvy Sales -- $14.3 billion full year and $4 billion in the fourth quarter, representing 7% and 5% growth, respectively, gaining US share above 52%. -- $14.3 billion full year and $4 billion in the fourth quarter, representing 7% and 5% growth, respectively, gaining US share above 52%. YES2GO Launch Metrics -- $150 million in full-year sales, fourth quarter sales of $96 million, 90% coverage across payers, and management guidance of $800 million for 2026 revenue. -- $150 million in full-year sales, fourth quarter sales of $96 million, 90% coverage across payers, and management guidance of $800 million for 2026 revenue. Descovy Sales -- $2.8 billion for the year, up 31%, with fourth quarter growth at 33% year over year, led by prevention market share surpassing 45% in the US. -- $2.8 billion f...
Teachers can serve as the best examples for students by embracing lifelong learning themselves. They also face a steep learning curve in adapting to reforms as the city’s education sector undergoes a critical stage of consolidation in the face of an increasingly challenging social environment. The latest proposed requirement for teachers to obtain a practising certificate every three years , inste...
Teachers can serve as the best examples for students by embracing lifelong learning themselves. They also face a steep learning curve in adapting to reforms as the city’s education sector undergoes a critical stage of consolidation in the face of an increasingly challenging social environment. The latest proposed requirement for teachers to obtain a practising certificate every three years , instead of the original registration for life, comes as yet another controversial but justified shake-up to enhance education quality and management. It is important that the measures be implemented sensitively, taking into account the concerns of teachers and schools. To qualify for the certificate , educators must meet six criteria: hold a valid certificate of registration as a teacher or a permit to teach; be employed by a school as a teacher; declare any criminal convictions in the past three years; declare their willingness to uphold professional standards and abide by laws, including China’s constitution, the Basic Law and the national security law; live in Hong Kong; and attain 150 hours of continuing professional development in three years. The criteria are arguably not too stringent. Advertisement The government plans to amend the relevant ordinance in the second half of this year. While the scheme will take effect thereafter, officials said teachers and schools would be given time to fulfil the requirement under a one-year transition period. The flexible approach makes sense in light of the training hours threshold and the expected large number of applications. There are some 70,000 teachers teaching in publicly funded schools, private schools, international schools and kindergartens. The new scheme is not meant to purge those who do not meet the requirements but to enhance quality. However, it would not be surprising if some do not qualify or walk away for different reasons. Advertisement It is incumbent upon teachers to enhance standards and professionalism. The auth...
Alibaba (BABA) ended the recent trading session at $166.51, demonstrating a +2.15% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily loss of 0.33%. On the other hand, the Dow registered a gain of 0.1%, and the technology-centric Nasdaq decreased by 0.59%. Heading into today, shares of the online retailer had lost 1.99% over the past month, outp...
Alibaba (BABA) ended the recent trading session at $166.51, demonstrating a +2.15% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily loss of 0.33%. On the other hand, the Dow registered a gain of 0.1%, and the technology-centric Nasdaq decreased by 0.59%. Heading into today, shares of the online retailer had lost 1.99% over the past month, outpacing the Retail-Wholesale sector's loss of 3.93% and lagging the S&P 500's loss of 0%. Analysts and investors alike will be keeping a close eye on the performance of Alibaba in its upcoming earnings disclosure. In that report, analysts expect Alibaba to post earnings of $1.91 per share. This would mark a year-over-year decline of 34.81%. Meanwhile, the latest consensus estimate predicts the revenue to be $41.26 billion, indicating a 7.49% increase compared to the same quarter of the previous year. For the full year, the Zacks Consensus Estimates are projecting earnings of $5.96 per share and revenue of $147.35 billion, which would represent changes of -33.85% and +6.67%, respectively, from the prior year. Investors should also pay attention to any latest changes in analyst estimates for Alibaba. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 1.77% lower. Alibaba is holding a Zacks Rank of #5 (...
Broadcom Inc. (AVGO) closed the most recent trading day at $340.44, moving -1.02% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.33%. Meanwhile, the Dow gained 0.1%, and the Nasdaq, a tech-heavy index, lost 0.59%. The stock of chipmaker has fallen by 2.35% in the past month, lagging the Computer and Technology sector's loss of 1.09% and the S&P ...
Broadcom Inc. (AVGO) closed the most recent trading day at $340.44, moving -1.02% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.33%. Meanwhile, the Dow gained 0.1%, and the Nasdaq, a tech-heavy index, lost 0.59%. The stock of chipmaker has fallen by 2.35% in the past month, lagging the Computer and Technology sector's loss of 1.09% and the S&P 500's loss of 0%. The upcoming earnings release of Broadcom Inc. will be of great interest to investors. The company's earnings report is expected on March 4, 2026. The company is predicted to post an EPS of $2.03, indicating a 26.88% growth compared to the equivalent quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $19.27 billion, reflecting a 29.16% rise from the equivalent quarter last year. For the annual period, the Zacks Consensus Estimates anticipate earnings of $10.22 per share and a revenue of $94.95 billion, signifying shifts of +49.85% and +48.62%, respectively, from the last year. It's also important for investors to be aware of any recent modifications to analyst estimates for Broadcom Inc. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 1.59% upward. Currently, Broadcom Inc. is carrying a Zacks Rank of #1 (Strong Buy). Looking at its valuation, Broa...
Broadcom Inc. (AVGO) closed the most recent trading day at $340.44, moving -1.02% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.33%. Meanwhile, the Dow gained 0.1%, and the Nasdaq, a tech-heavy index, lost 0.59%. The stock of chipmaker has fallen by 2.35% in the past month, lagging the Computer and Technology sector's loss of 1.09% and the S&P ...
Broadcom Inc. (AVGO) closed the most recent trading day at $340.44, moving -1.02% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.33%. Meanwhile, the Dow gained 0.1%, and the Nasdaq, a tech-heavy index, lost 0.59%. The stock of chipmaker has fallen by 2.35% in the past month, lagging the Computer and Technology sector's loss of 1.09% and the S&P 500's loss of 0%. The upcoming earnings release of Broadcom Inc. will be of great interest to investors. The company's earnings report is expected on March 4, 2026. The company is predicted to post an EPS of $2.03, indicating a 26.88% growth compared to the equivalent quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $19.27 billion, reflecting a 29.16% rise from the equivalent quarter last year. For the annual period, the Zacks Consensus Estimates anticipate earnings of $10.22 per share and a revenue of $94.95 billion, signifying shifts of +49.85% and +48.62%, respectively, from the last year. It's also important for investors to be aware of any recent modifications to analyst estimates for Broadcom Inc. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 1.59% upward. Currently, Broadcom Inc. is carrying a Zacks Rank of #1 (Strong Buy). Looking at its valuation, Broa...