Image source: The Motley Fool. Tuesday, February 10, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Arty Scars Chief Financial Officer — Jonathan Root TAKEAWAYS Consolidated Q4 Revenue -- Down 28% year over year, driven by a 10% decline at HDMC and a 59% decline at HDFS. -- Down 28% year over year, driven by a 10% decline at HDMC and a 59% decline at HDFS. Q4 Consolidated Operati...
Image source: The Motley Fool. Tuesday, February 10, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Arty Scars Chief Financial Officer — Jonathan Root TAKEAWAYS Consolidated Q4 Revenue -- Down 28% year over year, driven by a 10% decline at HDMC and a 59% decline at HDFS. -- Down 28% year over year, driven by a 10% decline at HDMC and a 59% decline at HDFS. Q4 Consolidated Operating Loss -- $361 million loss, compared to a $193 million operating loss in the prior year, with HDMC at a $260 million loss and HDFS at an $82 million loss. -- $361 million loss, compared to a $193 million operating loss in the prior year, with HDMC at a $260 million loss and HDFS at an $82 million loss. Q4 Loss per Share -- $2.44, compared to a $0.93 loss per share in the prior year. -- $2.44, compared to a $0.93 loss per share in the prior year. Full-Year 2025 Revenue -- $4.5 billion, a 14% decrease, with the decline primarily from lower wholesale motorcycle volumes and flat net pricing over the year. -- $4.5 billion, a 14% decrease, with the decline primarily from lower wholesale motorcycle volumes and flat net pricing over the year. Full-Year 2025 Operating Income -- $387 million, compared to $417 million in 2024, reflecting weaker margins and lower volumes. -- $387 million, compared to $417 million in 2024, reflecting weaker margins and lower volumes. Global Retail Sales Q4 -- 25,287 motorcycles, down 1%, with North America up 5% and international down 10%. -- 25,287 motorcycles, down 1%, with North America up 5% and international down 10%. Full-Year 2025 Global Retail Sales -- Down 12%, with North America and international markets both showing similar declines. -- Down 12%, with North America and international markets both showing similar declines. Dealer Inventory Reduction -- Ended 2025 down 17% globally and down 16% in North America, exceeding the 10% global reduction target. -- Ended 2025 down 17% globally and down 16% in North America, exceeding the 10% global re...
Crimson Desert is mere weeks away from launch, so no doubt many of you have a pre-order ready to roll. However, you might want to reconsider that purchase if you're in need of a CPU, GPU, or gaming laptop upgrade. That's because AMD will give you the game for free if you buy one of its wide selection of eligible Ryzen and Radeon products. With a list price on Steam of $69.99, you'll make a serious...
Crimson Desert is mere weeks away from launch, so no doubt many of you have a pre-order ready to roll. However, you might want to reconsider that purchase if you're in need of a CPU, GPU, or gaming laptop upgrade. That's because AMD will give you the game for free if you buy one of its wide selection of eligible Ryzen and Radeon products. With a list price on Steam of $69.99, you'll make a serious saving by taking advantage of this Crimson Desert code offer, as you can get the game for free on products from as low as $440. That's still a significant amount of money, but if you were thinking of upgrading anyway, this is a great way to save. For instance, the best gaming CPU in the world right now, the AMD Ryzen 7 9850X3D, is eligible, and it's readily available at its $499 MSRP. Moreover, the $440 9800X3D will also give you the opportunity to explore Pywel without breaking the bank. As for the other products that are eligible, the full list is below, starting with the 9800X3D as the cheapest option, rising through the RX 9070 and RX 9070 XT at around $650-$800, and topping out at the various gaming laptop options that start at around $1,200. You've got until April 25 to purchase one of these products, with codes needing to be claimed by May 23. Full terms and conditions for the promotion can be found here. With Crimson Desert's map set to be twice the size of Skyrim's, and its fresh-feeling take on combat, it's understandably receiving plenty of hype. Players will get the chance to explore the fictional medieval vastness of Pywel as they control Kliff Macduff, leader of the Greymanes, and two other mysterious playable characters as they seek revenge on those who slaughtered members of their clan. When Jamie previewed the game at Summer Game Fest last year, he was impressed by its visuals, its huge battle scenes, and the depth of its combat - even though some overly complicated inputs caused him issues. Crimson Desert is a truly epic-looking title that we can't wait t...
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (TSM, Financials) started 2026 with a big increase in revenues. In January, sales were up 37% over the same month last year, because to a surge in demand for artificial intelligence chips.The world's biggest contract chipmaker said that in January, it made NT$401.26 billion ($12.7 billion), which is about 20% more tha...
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (TSM, Financials) started 2026 with a big increase in revenues. In January, sales were up 37% over the same month last year, because to a surge in demand for artificial intelligence chips.The world's biggest contract chipmaker said that in January, it made NT$401.26 billion ($12.7 billion), which is about 20% more than the NT$335 billion it made in December. After the news, shares rose by more than 3% in premarket trade.TSMC, a major supplier to Apple Inc., Nvidia Corp., and Advanced Micro Devices Inc., said that its growth was due to the sustained strength of AI-related products. C.C. Wei, the Chairman and CEO, claimed on last month's earnings call that AI accelerators made up a "high teens percentage" of overall revenue in 2025. He also said that market trends are still "very positive."As clients make more AI devices and sophisticated chips, the business now thinks that overall revenue will climb by about 30% in 2026, which is more than what analysts had predicted.TSMC's good start to the year strengthens its position at the hub of the global AI supply chain. This role continues to attract investors, even if the supply of AI products is limited across the board.
Taiwan Semiconductor Manufacturing Co. (TSM, Financials) started 2026 with a big increase in revenues. In January, sales were up 37% over the same month last year, because to a surge in demand for artificial intelligence chips. The world's biggest contract chipmaker said that in January, it made NT$401.26 billion ($12.7 billion), which is about 20% more than the NT$335 billion it made in December....
Taiwan Semiconductor Manufacturing Co. (TSM, Financials) started 2026 with a big increase in revenues. In January, sales were up 37% over the same month last year, because to a surge in demand for artificial intelligence chips. The world's biggest contract chipmaker said that in January, it made NT$401.26 billion ($12.7 billion), which is about 20% more than the NT$335 billion it made in December. After the news, shares rose by more than 3% in premarket trade. TSMC, a major supplier to Apple Inc., Nvidia Corp., and Advanced Micro Devices Inc., said that its growth was due to the sustained strength of AI-related products. C.C. Wei, the Chairman and CEO, claimed on last month's earnings call that AI accelerators made up a "high teens percentage" of overall revenue in 2025. He also said that market trends are still "very positive." As clients make more AI devices and sophisticated chips, the business now thinks that overall revenue will climb by about 30% in 2026, which is more than what analysts had predicted. TSMC's good start to the year strengthens its position at the hub of the global AI supply chain. This role continues to attract investors, even if the supply of AI products is limited across the board.
Understand why Rocket Lab pulled back from January highs, what the Neutron testing incident means, and the key levels and catalysts investors are watching.
Understand why Rocket Lab pulled back from January highs, what the Neutron testing incident means, and the key levels and catalysts investors are watching.
is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Just over a year after OM System launched its vintage-styled OM-3 Micro Four Thirds mirrorless camera, the company has announced a new version with a handful of upgrades catering to astrophotography. The new OM-3 Astro will be available starting in ...
is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Just over a year after OM System launched its vintage-styled OM-3 Micro Four Thirds mirrorless camera, the company has announced a new version with a handful of upgrades catering to astrophotography. The new OM-3 Astro will be available starting in March 2026 for $2,499.99, which is $500 more expensive than the standard model. Both can be used to photograph the night sky, but the Astro introduces hardware improvements to enhance the colors of red nebulae – a popular subject for astrophotographers. The most notable upgrade to the OM-3 Astro is a new infrared cut filter positioned in front of the camera’s 20.37-megapixel stacked back-illuminated sensor featuring “optical characteristics optimally tuned to achieve approximately 100% transmission of Hα wavelengths.” Nearly every digital camera uses an IR filter to reduce infrared light and improve color accuracy, but the one in the OM-3 Astro specifically lets deep-red Hydrogen-alpha light get through, which is what gives red nebulae their distinct colors and shapes. A photo of the center of the Orion constellation taken with the original OM-3 (left) and the new OM-3 Astro (right). Image: OM System One of the OM-3’s best features when it launched last year was a dedicated control dial for quickly accessing simulated film look profiles, and the ability to create your own easily accessible custom profiles. The OM-3 Astro comes with three of those profiles pre-programmed for astrophotography. Color1 is optimized for enhancing images of red nebulae, Color2 is optimized for night sky photography that combines stars and landscapes, and Color3 is designed for handheld star photography, according to PetaPixel. The Astro variant of the OM-3 also carries forward other features found on the standard model that are useful for capturing stars and celestial objects. Its Starry Sky AF l...
AMD's fourth-quarter results showcased strong revenue growth and margin expansion, driven by broad-based demand for high-performance computing and AI products. CEO Lisa Su highlighted “accelerating Instinct MI350 Series GPU deployments and server share gains.” The data center and client segments both contributed meaningfully, while embedded segment growth returned. Cautious remarks surfaced about ...
AMD's fourth-quarter results showcased strong revenue growth and margin expansion, driven by broad-based demand for high-performance computing and AI products. CEO Lisa Su highlighted “accelerating Instinct MI350 Series GPU deployments and server share gains.” The data center and client segments both contributed meaningfully, while embedded segment growth returned. Cautious remarks surfaced about inflationary pressures and memory costs in the PC market, with Su noting the PC total addressable market “down a bit just given some of the inflationary pressures.” Is now the time to buy AMD? Find out in our full research report (it’s free for active Edge members). AMD (AMD) Q4 CY2025 Highlights: Revenue: $10.27 billion vs analyst estimates of $9.69 billion (34.1% year-on-year growth, 6% beat) $10.27 billion vs analyst estimates of $9.69 billion (34.1% year-on-year growth, 6% beat) Adjusted EPS: $1.53 vs analyst estimates of $1.32 (16% beat) $1.53 vs analyst estimates of $1.32 (16% beat) Adjusted EBITDA: $3.05 billion vs analyst estimates of $2.39 billion (29.7% margin, 27.4% beat) $3.05 billion vs analyst estimates of $2.39 billion (29.7% margin, 27.4% beat) Revenue Guidance for Q1 CY2026 is $9.8 billion at the midpoint, above analyst estimates of $9.40 billion is $9.8 billion at the midpoint, above analyst estimates of $9.40 billion Operating Margin: 17.1%, up from 11.4% in the same quarter last year 17.1%, up from 11.4% in the same quarter last year Inventory Days Outstanding: 163, up from 158 in the previous quarter 163, up from 158 in the previous quarter Market Capitalization: $352.2 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Our Top 5 Analyst Questions From AMD’s Q4 Earnings Call Aaron Rakers (Wells Fargo) aske...
There’s a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on Astera Labs, Inc. (ALAB – Research Report) and Commerce.com (CMRC – Research Report) with bullish sentiments. Astera Labs, Inc. (ALAB) Craig-Hallum analyst Richard Shannon maintained a Buy rating on Astera Labs, Inc. today. The company’s shares closed last Monday at $183.94. According to TipRanks.com, Sh...
There’s a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on Astera Labs, Inc. (ALAB – Research Report) and Commerce.com (CMRC – Research Report) with bullish sentiments. Astera Labs, Inc. (ALAB) Craig-Hallum analyst Richard Shannon maintained a Buy rating on Astera Labs, Inc. today. The company’s shares closed last Monday at $183.94. According to TipRanks.com, Shannon is a top 100 analyst with an average return of 59.4% and a 53.0% success rate. Shannon covers the Technology sector, focusing on stocks such as MACOM Technology Solutions Holdings, Credo Technology Group Holding Ltd, and Lightpath Technologies. ;'> Currently, the analyst consensus on Astera Labs, Inc. is a Moderate Buy with an average price target of $188.33, an 11.1% upside from current levels. In a report issued on January 31, TipRanks – OpenAI also reiterated a Buy rating on the stock with a $172.00 price target. See Insiders’ Hot Stocks on TipRanks >> Commerce.com (CMRC) Canaccord Genuity analyst David Hynes maintained a Buy rating on Commerce.com on February 6 and set a price target of $4.67. The company’s shares closed last Monday at $2.94. According to TipRanks.com, Hynes ‘ ranking currently consits of 0 on a 0-5 ranking scale, with an average return of -13.2% and a 32.3% success rate. Hynes covers the Technology sector, focusing on stocks such as ServiceTitan, Inc. Class A, Zeta Global Holdings Corp, and Klaviyo, Inc. Class A. ;'> Currently, the analyst consensus on Commerce.com is a Hold with an average price target of $5.42, implying an 84.4% upside from current levels. In a report issued on January 23, Needham also assigned a Buy rating to the stock with a $10.00 price target. Disclaimer & DisclosureReport an Issue
Economic cooperation between China and the Association of Southeast Asian Nations is set to deepen despite bloc members advancing trade deals with the United States, Beijing’s ambassador to Asean has said. At a forum in Indonesia’s Jakarta on Tuesday, Wang Qing urged both sides to remain committed to shared economic success and to oppose external interference, underscoring the importance of ties a...
Economic cooperation between China and the Association of Southeast Asian Nations is set to deepen despite bloc members advancing trade deals with the United States, Beijing’s ambassador to Asean has said. At a forum in Indonesia’s Jakarta on Tuesday, Wang Qing urged both sides to remain committed to shared economic success and to oppose external interference, underscoring the importance of ties amid growing protectionism and unilateralism. Wang delivered a speech at the South China Morning Post’s China Conference: Southeast Asia 2026, marking his first public address just three weeks after assuming the role. Advertisement “We must firmly support free trade and promote an inclusive form of economic globalisation that delivers benefits to all … Development should not be a zero-sum competition, but a process of joint progress and shared prosperity,” he said. “We must uphold multilateralism and work to strengthen an international order grounded in international law.” Advertisement In an interview on the sidelines of the forum, Wang also said China remained confident that US trade agreements with countries in the 11-member bloc would not have a negative influence on China-Asean cooperation.
Micron Technology is benefiting from surging artificial intelligence spending. While Micron Technology (MU 2.12%) stock has become popular with some tech enthusiasts, the company is not as widely known among investors as many other tech giants. Certainly it doesn't have the name recognition of other leading artificial intelligence (AI) chip stocks like Nvidia. But Micron stock is up 309% over the ...
Micron Technology is benefiting from surging artificial intelligence spending. While Micron Technology (MU 2.12%) stock has become popular with some tech enthusiasts, the company is not as widely known among investors as many other tech giants. Certainly it doesn't have the name recognition of other leading artificial intelligence (AI) chip stocks like Nvidia. But Micron stock is up 309% over the past year, and could continue to surprise investors in 2026 as spending on AI infrastructure surges. Here's why picking up some shares of Micron could be a smart move right now. Micron is tapping into heavy demand for memory Micron designs and manufactures memory chips, including those used in artificial intelligence data centers. Its dynamic random access memory (DRAM) and NAND flash memory lines are its two main growth drivers. Soaring AI infrastructure spending last year -- totaling about $400 billion from the top tech companies alone -- has resulted in strong financial performances from Micron. In the company's fiscal 2026 first quarter (which ended Nov. 27), sales increased 56% to $13.6 billion, and non-GAAP (generally accepted accounting principles) earnings spiked by 167% to $4.78 per share. Those figures would be impressive enough on their own, but it's worth noting that the company's gross margins increased too, rising by 11 percentage points to 56%. And management thinks there's even more room for improvement: Its guidance is for gross margins to reach 67% in its fiscal second quarter. While flashier AI stocks get the lion's share of the attention, it's clear from Micron's rising sales and earnings that investors shouldn't overlook this lesser-known artificial intelligence play. Expand NASDAQ : MU Micron Technology Today's Change ( -2.12 %) $ -8.11 Current Price $ 375.39 Key Data Points Market Cap $432B Day's Range $ 366.10 - $ 382.78 52wk Range $ 61.54 - $ 455.50 Volume 596K Avg Vol 32M Gross Margin 45.53 % Dividend Yield 0.12 % Why Micron could continue to be a ...
Micron Technology is benefiting from surging artificial intelligence spending. While Micron Technology (MU +9.94%) stock has become popular with some tech enthusiasts, the company is not as widely known among investors as many other tech giants. Certainly it doesn't have the name recognition of other leading artificial intelligence (AI) chip stocks like Nvidia. But Micron stock is up 309% over the...
Micron Technology is benefiting from surging artificial intelligence spending. While Micron Technology (MU +9.94%) stock has become popular with some tech enthusiasts, the company is not as widely known among investors as many other tech giants. Certainly it doesn't have the name recognition of other leading artificial intelligence (AI) chip stocks like Nvidia. But Micron stock is up 309% over the past year, and could continue to surprise investors in 2026 as spending on AI infrastructure surges. Here's why picking up some shares of Micron could be a smart move right now. Micron is tapping into heavy demand for memory Micron designs and manufactures memory chips, including those used in artificial intelligence data centers. Its dynamic random access memory (DRAM) and NAND flash memory lines are its two main growth drivers. Soaring AI infrastructure spending last year -- totaling about $400 billion from the top tech companies alone -- has resulted in strong financial performances from Micron. In the company's fiscal 2026 first quarter (which ended Nov. 27), sales increased 56% to $13.6 billion, and non-GAAP (generally accepted accounting principles) earnings spiked by 167% to $4.78 per share. Those figures would be impressive enough on their own, but it's worth noting that the company's gross margins increased too, rising by 11 percentage points to 56%. And management thinks there's even more room for improvement: Its guidance is for gross margins to reach 67% in its fiscal second quarter. While flashier AI stocks get the lion's share of the attention, it's clear from Micron's rising sales and earnings that investors shouldn't overlook this lesser-known artificial intelligence play. Expand NASDAQ : MU Micron Technology Today's Change ( 9.94 %) $ 37.09 Current Price $ 410.34 Key Data Points Market Cap $420B Day's Range $ 386.57 - $ 414.16 52wk Range $ 61.54 - $ 455.50 Volume 48M Avg Vol 32M Gross Margin 45.53 % Dividend Yield 0.12 % Why Micron could continue to be a w...
India has agreed to phase out duties on a range of agricultural products including ‘certain pulses’ and ‘additional’ farm products, a White House fact sheet showed , fueling opposition criticism over lack of transparency and impact on farmers in the South Asian nation. The fact sheet mentioned that India will “eliminate or reduce tariffs” on a wide range of American food and agricultural products,...
India has agreed to phase out duties on a range of agricultural products including ‘certain pulses’ and ‘additional’ farm products, a White House fact sheet showed , fueling opposition criticism over lack of transparency and impact on farmers in the South Asian nation. The fact sheet mentioned that India will “eliminate or reduce tariffs” on a wide range of American food and agricultural products, including dried distillers’ grains, red sorghum, tree nuts, fresh and processed fruit, certain pulses, soybean oil, wine and spirits, and additional products. Pulses and the vague reference to additional items were however not part of the joint statement the two nations issued on Feb. 6. India is the world’s biggest producer and consumer of pulses and also imports them from nations including Canada, Australia, and Myanmar. The concessions will make US supplies more competitive compared with shipments from rivals. As the details of the deal trickle out, concessions offered by India to American farm goods have sparked concerns among farmers’ group such as Samyukt Kisan Morcha, which has vowed to organize protests over the coming days, including a strike on Feb. 12. Prime Minister Narendra Modi’s government, which has long maintained that it will protect the interest of farmers in all trade pacts, has tried to assuage farmers’ fears over the interim trade deal the two nations agreed on after months of negotiations. Commerce Minister Piyush Goyal has repeatedly said that sensitive agricultural products such as dairy and poultry have been kept out of the trade talks, while no import concessions have been made for America’s genetically-modified crops. Farmers — one of the most influential voting blocks in India — include millions of smallholders with less than 2 hectares (5 acres) of land. They’ve proved powerful in the past in effecting political change. In 2021, Samyukt Kisan Morcha and other agriculture groups forced Modi’s government to scrap three contentious farm laws thro...
As of February 10, 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not just as a semiconductor manufacturer, but as the foundational architect of the global intelligence economy. With a market capitalization hovering between $4.3 trillion and $4.6 trillion, the company has eclipsed traditional tech titans to become the most valuable enterprise in the world. The current focus on NVIDIA stems from it...
As of February 10, 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not just as a semiconductor manufacturer, but as the foundational architect of the global intelligence economy. With a market capitalization hovering between $4.3 trillion and $4.6 trillion, the company has eclipsed traditional tech titans to become the most valuable enterprise in the world. The current focus on NVIDIA stems from its pivotal role in the "Agentic AI" revolution—a shift from simple chatbots to autonomous AI agents capable of complex reasoning and task execution. As the world transitions from the "Blackwell" era to the newly unveiled "Rubin" architecture, NVIDIA’s influence over global compute capacity has made its quarterly earnings more significant to macro markets than many central bank meetings. Historical Background Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem over a meal at a Denny's in San Jose, NVIDIA’s journey began with a vision to bring 3D graphics to the gaming and multimedia markets. The company’s first major success came with the RIVA TNT in 1998, followed by the invention of the Graphics Processing Unit (GPU) with the GeForce 256 in 1999. However, the most critical pivot in the company's history occurred in 2006 with the launch of CUDA (Compute Unified Device Architecture). By allowing researchers to use GPUs for general-purpose computing, NVIDIA spent nearly two decades and billions in R&D building a software-hardware moat that no competitor has yet breached. This "bet-the-company" investment in parallel processing laid the groundwork for the modern AI explosion, transforming NVIDIA from a niche gaming hardware firm into the engine of the Fourth Industrial Revolution. Business Model NVIDIA’s business model has evolved into a comprehensive "full-stack" ecosystem. While it is primarily known for its silicon, the company sells entire data center systems, networking solutions, and software platforms. The revenue structure is currently divided into four...
As of February 10, 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not just as a semiconductor manufacturer, but as the foundational architect of the global intelligence economy. With a market capitalization hovering between $4.3 trillion and $4.6 trillion, the company has eclipsed traditional tech titans to become the most valuable enterprise in the world. The current focus on NVIDIA stems from it...
As of February 10, 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not just as a semiconductor manufacturer, but as the foundational architect of the global intelligence economy. With a market capitalization hovering between $4.3 trillion and $4.6 trillion, the company has eclipsed traditional tech titans to become the most valuable enterprise in the world. The current focus on NVIDIA stems from its pivotal role in the "Agentic AI" revolution—a shift from simple chatbots to autonomous AI agents capable of complex reasoning and task execution. As the world transitions from the "Blackwell" era to the newly unveiled "Rubin" architecture, NVIDIA’s influence over global compute capacity has made its quarterly earnings more significant to macro markets than many central bank meetings. Historical Background Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem over a meal at a Denny's in San Jose, NVIDIA’s journey began with a vision to bring 3D graphics to the gaming and multimedia markets. The company’s first major success came with the RIVA TNT in 1998, followed by the invention of the Graphics Processing Unit (GPU) with the GeForce 256 in 1999. However, the most critical pivot in the company's history occurred in 2006 with the launch of CUDA (Compute Unified Device Architecture). By allowing researchers to use GPUs for general-purpose computing, NVIDIA spent nearly two decades and billions in R&D building a software-hardware moat that no competitor has yet breached. This "bet-the-company" investment in parallel processing laid the groundwork for the modern AI explosion, transforming NVIDIA from a niche gaming hardware firm into the engine of the Fourth Industrial Revolution. Business Model NVIDIA’s business model has evolved into a comprehensive "full-stack" ecosystem. While it is primarily known for its silicon, the company sells entire data center systems, networking solutions, and software platforms. The revenue structure is currently divided into four...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Arthur Starrs Chief Financial Officer — Jonathan Root TAKEAWAYS Consolidated Q4 Revenue -- Down 28%, with Harley-Davidson Motor Company (HDMC) revenue down 10% and Harley-Davidson Financial Services (HDFS) revenue down 59%. -- Down 28%, with Harley-Davidson Motor Company (HDMC) revenue do...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Arthur Starrs Chief Financial Officer — Jonathan Root TAKEAWAYS Consolidated Q4 Revenue -- Down 28%, with Harley-Davidson Motor Company (HDMC) revenue down 10% and Harley-Davidson Financial Services (HDFS) revenue down 59%. -- Down 28%, with Harley-Davidson Motor Company (HDMC) revenue down 10% and Harley-Davidson Financial Services (HDFS) revenue down 59%. Consolidated Q4 Operating Loss -- $361 million, compared to a $193 million operating loss in the prior year. -- $361 million, compared to a $193 million operating loss in the prior year. Q4 HDFS Operating Loss -- $82 million, primarily driven by $73 million in one-time liability management costs from the HDFS transaction. -- $82 million, primarily driven by $73 million in one-time liability management costs from the HDFS transaction. Q4 Earnings per Share -- Loss of $2.44 per share, exceeding the loss of $0.93 per share the prior year. -- Loss of $2.44 per share, exceeding the loss of $0.93 per share the prior year. Q4 North America Retail Motorcycle Sales -- Up 5%, totaling 15,847 units sold. -- Up 5%, totaling 15,847 units sold. Q4 International Retail Motorcycle Sales -- Down 10% to 9,440 units, with global retail sales down 1% to 25,287 units. -- Down 10% to 9,440 units, with global retail sales down 1% to 25,287 units. Dealer Inventory Reduction -- Global dealer inventory declined 17%, exceeding the company’s 10% reduction target; North America down 16%, international down 20%. -- Global dealer inventory declined 17%, exceeding the company’s 10% reduction target; North America down 16%, international down 20%. Touring Inventory Actions -- Targeted promotions and interventions focused on reducing elevated North American touring inventory, with continuing efforts planned. -- Targeted promotions and interventions focused on reducing elevated North American touring inventory, with continuing efforts pla...
Company Logo In the UK digital ad market, opportunities arise from retail media expansion, CTV growth, and AI-driven personalization. First-party data strategies gain priority amid regulatory changes, while green advertising practices emerge. Retail media and new ad formats diversify the competitive landscape. United Kingdom Digital Ad Spend Market United Kingdom Digital Ad Spend Market · GlobeNew...
Company Logo In the UK digital ad market, opportunities arise from retail media expansion, CTV growth, and AI-driven personalization. First-party data strategies gain priority amid regulatory changes, while green advertising practices emerge. Retail media and new ad formats diversify the competitive landscape. United Kingdom Digital Ad Spend Market United Kingdom Digital Ad Spend Market · GlobeNewswire Inc. Dublin, Feb. 10, 2026 (GLOBE NEWSWIRE) -- The "United Kingdom Digital Ad Spend Market Size & Forecast by Spend Value Across 100+ KPIs by Type of Advertising Channel, Format & Media, Platforms, Pricing Models, Industry, Digital Ecosystem, and Media Buying Method - Databook Q1 2026 Update" report has been added to ResearchAndMarkets.com's offering. The digital ad spend market in United Kingdom is expected to grow by 9.0% annually, reaching US$57.82 billion by 2026. The digital ad spend market in the country has experienced robust growth during 2020-2025, achieving a CAGR of 7.8%. This upward trajectory is expected to continue, with the market forecast to grow at a CAGR of 10.3% from 2026 to 2029. By the end of 2029, the digital ad spend market is projected to expand from its 2025 value of US$53.04 billion to approximately US$77.67 billion. The UK digital advertising market is undergoing structural transformation, shaped by regulatory recalibration, platform automation, media diversification, and evolving brand expectations. Retail media and CTV are capturing new budget streams, while AI and first-party data strategies are redefining campaign execution. Sustainability, while still nascent, is becoming a recognised planning variable. Together, these trends point toward a more integrated, transparent, and performance-driven digital ecosystem in the years ahead. The UK's competitive digital ad landscape is evolving beyond platform scale toward differentiation in data access, creative integration, and regulatory compliance. Global tech firms maintain dominance, but nati...
Judge Blocks California's Law Mandating Federal Agents Remove Masks Authored by Jill McLaughlin via The Epoch Times, A federal district court judge partially blocked a California law barring law enforcement officers from wearing masks in a Feb. 9 ruling, finding the law discriminated against federal officers. District Court Judge Christina Snyder ruled in favor of the Trump administration, prohibi...
Judge Blocks California's Law Mandating Federal Agents Remove Masks Authored by Jill McLaughlin via The Epoch Times, A federal district court judge partially blocked a California law barring law enforcement officers from wearing masks in a Feb. 9 ruling, finding the law discriminated against federal officers. District Court Judge Christina Snyder ruled in favor of the Trump administration, prohibiting the state from enforcing its No Secret Police Act—which was scheduled to go into effect earlier this year—against federal law enforcement officers. The federal government sued California, challenging the law as well as with another law—the No Vigilantes Act, that requires federal officers to wear identification. Snyder ruled that the second law was not discriminatory. California had agreed to pause enforcement of the laws, which went into effect on Jan. 1, while the Trump administration challenged them in court. Attorney General Pam Bondi praised the court’s decision on Feb. 9. “These federal agents are harassed, doxed, obstructed, and attacked on a regular basis just for doing their jobs,” Bondi posted on X. “We have no tolerance for it. We will continue fighting and winning in court for President Trump’s law-and-order agenda—and we will always have the backs of our great federal law enforcement officers.” California Gov. Gavin Newsom signed both bills into law last year in response to federal immigration enforcement operations in the state. The No Secret Police Act prohibited any law enforcement officer from wearing a facial covering while performing official duties unless the agency employing the officer has a policy regarding the covering. Some exceptions were made for SWAT teams and in other cases. The No Vigilantes Act requires any law enforcement officer operating in the state to visibly display identification indicating his or her agency and name or badge number when working. The U.S. Department of Justice (DOJ) argued the two state laws violated the Supremacy ...
Image source: The Motley Fool. Tuesday, Nov. 5, 2024 at 11:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Kevin Hogan Chief Financial Officer — Elias Habayeb Head of Investor Relations — Isil Muderrisoglu Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Operating Earnings Per Share -- $1.38, representing a 31% increase year over year. -- $1.38, representing a 31% ...
Image source: The Motley Fool. Tuesday, Nov. 5, 2024 at 11:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Kevin Hogan Chief Financial Officer — Elias Habayeb Head of Investor Relations — Isil Muderrisoglu Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Operating Earnings Per Share -- $1.38, representing a 31% increase year over year. -- $1.38, representing a 31% increase year over year. Run Rate EPS -- $1.29, up 13% year over year and 36% higher since the IPO, after adjusting for notable items and alternative investment returns. -- $1.29, up 13% year over year and 36% higher since the IPO, after adjusting for notable items and alternative investment returns. Total Capital Return -- $848 million was returned to shareholders in the quarter, including a portion of proceeds from the sale of the U.K. Life Insurance business. -- $848 million was returned to shareholders in the quarter, including a portion of proceeds from the sale of the U.K. Life Insurance business. Core Sources of Income -- Grew 4% year over year and 5% sequentially, with fee, spread, and underwriting income all increasing year over year. -- Grew 4% year over year and 5% sequentially, with fee, spread, and underwriting income all increasing year over year. Individual Retirement Premiums and Deposits -- Increased 40% year over year to $5.5 billion, with general account net flows of nearly $1.7 billion in the quarter. -- Increased 40% year over year to $5.5 billion, with general account net flows of nearly $1.7 billion in the quarter. Group Retirement Premiums and Deposits -- Excluding planned acquisitions, increased 10% year over year. -- Excluding planned acquisitions, increased 10% year over year. Life Insurance Sales Growth -- Up 14% year over year; 80% of new policies are auto-decisioned through data-driven practices. -- Up 14% year over year; 80% of new policies are auto-decisioned through data-driven practices. Institutional Markets Reserves -- Increased 20% year ...
Jabil, Inc. JBL has gained 26% in the past three months compared with the Electronic Manufacturing Services industry’s growth of 4.4%. It has outperformed the Zacks Computer & Technology sector and the S&P 500’s growth during this period. Zacks Investment Research Image Source: Zacks Investment Research Among its competitors, the company has outperformed Flex Ltd. FLEX and Celestica, Inc. CLS. Cel...
Jabil, Inc. JBL has gained 26% in the past three months compared with the Electronic Manufacturing Services industry’s growth of 4.4%. It has outperformed the Zacks Computer & Technology sector and the S&P 500’s growth during this period. Zacks Investment Research Image Source: Zacks Investment Research Among its competitors, the company has outperformed Flex Ltd. FLEX and Celestica, Inc. CLS. Celestica has declined 3.7%, while Flex has gained 7.4%. JBL Rides on Healthy Traction in Multiple End Markets AI is driving a structural shift across the sector. This is not a short-term spike. Enterprises across industries are rushing to integrate AI capabilities across operations to streamline workflow, enhance productivity and boost competitive edge. This is pushing hyperscalers like Amazon, Microsoft and Google to rapidly expand the AI data center market infrastructure. Per a report from Grand View Research, the AI data center market was valued at $147.28 billion in 2025. It is projected to reach $810.61 billion with a compound annual growth rate of 23.9% from 2026 to 2033. Jabil is placing strong emphasis to expand its AI native portfolio to capitalize on this emerging market trend. Jabil has strengthened its capabilities in liquid cooling and thermal management with strategic acquisitions. Jabil boasts strong capability in chip-level cooling, rack-level cooling and network cooling that can support increasing AI power density in data centers. Its fully integrated systems that combine compute, networking, power distribution and advanced cooling reduce the deployment time and reduce total cost of ownership for hyperscalers. Owing to these factors, the company is witnessing healthy traction among hyperscaler customers. Its second hyperscaler customer revenue is now nearing $1 billion. It is also steadily investing in increasing its manufacturing capacity in the United States. This will likely strengthen Jabil’s position in the AI hardware supply chain and boost its competit...
winhorse Coca-Cola Company ( KO ) swung lower in Tuesday morning trading after reporting 1% unit case volume in Q4 and a 3% rise in net income. However, Coca-Cola ( KO ) noted some pressure on middle- and lower-income consumers that may be impacting its full-year expectations. Despite the mixed results, Wall Street analysts are generally positive on the upside for Coca-Cola ( KO ). Evercore ISI an...
winhorse Coca-Cola Company ( KO ) swung lower in Tuesday morning trading after reporting 1% unit case volume in Q4 and a 3% rise in net income. However, Coca-Cola ( KO ) noted some pressure on middle- and lower-income consumers that may be impacting its full-year expectations. Despite the mixed results, Wall Street analysts are generally positive on the upside for Coca-Cola ( KO ). Evercore ISI analyst Robert Ottenstein sees a positive set-up into 2026 as FX pressures turn to tailwinds, Fairlife ramps with new capacity, and the company invests behind the FIFA World Cup and America 250 in the U.S. "KO has easier weather comps in key markets, and KO continues to take share. However, we believe the Street and investors likely will be disappointed by the top-line outlook, which could weigh on shares today," updated Ottenstein. Morgan Stanley analyst Dara Mohsenian expects a negative reaction from investors to the organic sales miss in Q4, which he noted was exacerbated by temporary mix/timing dynamics, and 2026 guidance towards the lower end of expectations. Monsenian reminded investors that the 4% to 5% organic sales guidance for 2026 highlights that the beverage giant is still operating well above peers. RBC Capital Markets analyst Nik Modi believes the Atlanta-based company's latest restructuring and organizational design changes will facilitate better allocation of resources, which should ultimately lead to better share gains and white space expansion. "In the near term, KO’s North America business is focused on reengaging consumers with Coca-Cola Classic and scaling Fairlife as increased capacity comes online. Among the broader CPG space, we believe the beverage industry has much more pricing optionality given advanced RGM capabilities (various pack sizes that provide affordability)," he advised. Modi and his team expect Coca-Cola's ( KO ) top- and bottom-line momentum to continue into 2026 and, while FX trends continue to be volatile, see further upside if the dol...