Earnings Call Insights: Jack Henry & Associates (JKHY) Q2 2026 Management View Gregory Adelson, CEO, opened by highlighting, "We produced record second quarter results with non-GAAP revenue of $611 million, up 6.7% over last year's second quarter. Our non-GAAP operating margin was 25.1%, representing a robust 355 basis points of margin expansion over last year's Q2." Adelson stated the core sales ...
Earnings Call Insights: Jack Henry & Associates (JKHY) Q2 2026 Management View Gregory Adelson, CEO, opened by highlighting, "We produced record second quarter results with non-GAAP revenue of $611 million, up 6.7% over last year's second quarter. Our non-GAAP operating margin was 25.1%, representing a robust 355 basis points of margin expansion over last year's Q2." Adelson stated the core sales team delivered "an outstanding quarter with 22 competitive core wins," noting 4 wins from institutions with over $1 billion in assets and a significant increase in deals including digital and card solutions. He connected recent competitor core consolidation to a growing sales pipeline but clarified, "our sales success in Q2 was minimally impacted by the news." Adelson highlighted market share growth: "Over the past 8 years, our core market share among banks has increased by 17%, while our credit union market share has expanded by 40%." He reported strong adoption of cloud-native Tap2Local and Jack Henry Rapid Transfers, as well as progress on stablecoin initiatives, with multiple financial institutions now in beta for USDC transactions. Adelson also noted the Victor Technologies integration is "progressing extremely well," expanding embedded payments capabilities for financial institutions and fintechs. Adelson mentioned, "78% of our core clients are operating in the private cloud," emphasizing higher revenue potential and ongoing migration success. In payments, he cited rapid growth in faster payments usage, with Zelle, RTP, and FedNow transaction volume up by 49% year-over-year in Q2. CFO Mimi Carsley stated, "Quarterly non-GAAP revenue growth was negatively impacted by the shift of our Connect client conference into Q1 from Q2. Without this timing shift, quarterly non-GAAP revenue growth would have been a more pronounced 8%." Carsley added, "Cloud revenue increased 8% in the quarter. This reoccurring revenue contributor is 33% of our total revenue." She also reported, "P...
Earnings Call Insights: American Financial Group (AFG) Q4 2025 Management View Craig Lindner, Co-CEO, emphasized a strong finish to the year, noting "AFG's core net operating earnings were $10.29 per share for the full year 2025, generating a core operating return on equity of 18.2%." He highlighted capital management as a top priority, with "over $700 million" returned to shareholders in 2025 thr...
Earnings Call Insights: American Financial Group (AFG) Q4 2025 Management View Craig Lindner, Co-CEO, emphasized a strong finish to the year, noting "AFG's core net operating earnings were $10.29 per share for the full year 2025, generating a core operating return on equity of 18.2%." He highlighted capital management as a top priority, with "over $700 million" returned to shareholders in 2025 through special dividends, regular dividends, and share repurchases. Lindner stated, "We increased our quarterly dividend by 10% to an annual rate of $3.52 per share beginning in October of 2025." Lindner reported the company ended the year with a "strong capital position," a leverage ratio "less than 28%," and "no debt maturities until 2030." He underscored the flexibility for acquisitions, special dividends, or share repurchases in 2026, and explained, "For the year ended December 31, 2025, AFG's growth in book value per share, excluding AOCI, plus dividends was 17.2%." Carl Lindner, Co-CEO, noted a record underwriting profit in Q4, "led by exceptionally strong profitability in our crop insurance operations." He stressed the benefit of a diversified specialty P&C portfolio and stated, "Underwriting profit in our Specialty Property and Casualty insurance businesses grew 41% and generated an outstanding 84.1% combined ratio in the fourth quarter of 2025." Brian Hertzman, CFO, commented, "P&C net investment income, excluding alternative investments, increased 5% year-over-year." He added, "The annualized return on alternative investments in our P&C portfolio was 0.9% for the fourth quarter of 2025 compared to 4.9% for the prior year quarter." Outlook Carl Lindner outlined 2026 business plan assumptions: "growth in net written premiums of 3% to 5% from the $7.1 billion reported last year, a combined ratio of approximately 92.5%, a reinvestment rate of approximately 5.25%, and an annual return of approximately 8% on our $2.8 billion portfolio of alternative investments." He proje...
In late January 2026, Microsoft reported fiscal Q2 results showing revenue of US$81.27 billion and net income of US$38.46 billion, alongside a very large 66% increase in capital expenditures to US$37.50 billion largely for AI chips and data centers. While Microsoft’s commercial backlog more than doubled to US$625 billion, with about 45% tied to OpenAI, investors focused on the tension between this...
In late January 2026, Microsoft reported fiscal Q2 results showing revenue of US$81.27 billion and net income of US$38.46 billion, alongside a very large 66% increase in capital expenditures to US$37.50 billion largely for AI chips and data centers. While Microsoft’s commercial backlog more than doubled to US$625 billion, with about 45% tied to OpenAI, investors focused on the tension between this concentrated AI-driven pipeline and the heavy upfront spending required to support it. We’ll now examine how this surge in AI-related capital spending, despite strong earnings and backlog growth, reshapes Microsoft’s investment narrative. Rare earth metals are the new gold rush. Find out which 31 stocks are leading the charge. What Is Microsoft's Investment Narrative? To own Microsoft today, you have to believe its heavy AI build‑out can be turned into durable, high‑margin software and cloud revenue over time, not just headlines about chips and data centers. The latest Q2 numbers and the sharp share price pullback show how sensitive the stock is to any hint that Azure growth or returns on this spending might be slowing. At the same time, deals like the Dragos OT‑security expansion and the broader Azure security ecosystem underscore why AI and cloud remain the core short term catalysts: large enterprises standardizing on Microsoft for mission‑critical workloads. These announcements help at the margin, but they do not change the central risk that so much of Microsoft’s AI backlog, and capital plan, is tied to a concentrated set of partners like OpenAI. Yet there is a less obvious concentration risk that current headlines barely touch. Despite retreating, Microsoft's shares might still be trading 11% above their fair value. Discover the potential downside here. Exploring Other Perspectives MSFT 1-Year Stock Price Chart Across 115 fair value views from the Simply Wall St Community, estimates span roughly US$360 to just over US$626. This wide spread sits against a business wher...
In late January 2026, Microsoft reported fiscal Q2 results showing revenue of US$81.27 billion and net income of US$38.46 billion, alongside a very large 66% increase in capital expenditures to US$37.50 billion largely for AI chips and data centers. While Microsoft’s commercial backlog more than doubled to US$625 billion, with about 45% tied to OpenAI, investors focused on the tension between this...
In late January 2026, Microsoft reported fiscal Q2 results showing revenue of US$81.27 billion and net income of US$38.46 billion, alongside a very large 66% increase in capital expenditures to US$37.50 billion largely for AI chips and data centers. While Microsoft’s commercial backlog more than doubled to US$625 billion, with about 45% tied to OpenAI, investors focused on the tension between this concentrated AI-driven pipeline and the heavy upfront spending required to support it. We’ll now examine how this surge in AI-related capital spending, despite strong earnings and backlog growth, reshapes Microsoft’s investment narrative. Rare earth metals are the new gold rush. Find out which 31 stocks are leading the charge. What Is Microsoft's Investment Narrative? To own Microsoft today, you have to believe its heavy AI build‑out can be turned into durable, high‑margin software and cloud revenue over time, not just headlines about chips and data centers. The latest Q2 numbers and the sharp share price pullback show how sensitive the stock is to any hint that Azure growth or returns on this spending might be slowing. At the same time, deals like the Dragos OT‑security expansion and the broader Azure security ecosystem underscore why AI and cloud remain the core short term catalysts: large enterprises standardizing on Microsoft for mission‑critical workloads. These announcements help at the margin, but they do not change the central risk that so much of Microsoft’s AI backlog, and capital plan, is tied to a concentrated set of partners like OpenAI. Yet there is a less obvious concentration risk that current headlines barely touch. Despite retreating, Microsoft's shares might still be trading 11% above their fair value. Discover the potential downside here. Exploring Other Perspectives MSFT 1-Year Stock Price Chart Across 115 fair value views from the Simply Wall St Community, estimates span roughly US$360 to just over US$626. This wide spread sits against a business wher...
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA CorporationNVDA and Palantir Technologies Inc.PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a close...
The rise of artificial intelligence (AI) has fueled explosive gains for both NVIDIA CorporationNVDA and Palantir Technologies Inc.PLTR, making them some of the most sought-after stocks on Wall Street. Over the past year, Palantir’s shares have even outperformed NVIDIA’s (+54.6% vs +44%). But does this make Palantir the better investment now, or is there more beneath the surface? Let’s take a closer look. The Bullish Case for NVDA Stock U.S.-China trade tensions appear to have eased somewhat. China has allowed leading tech companies, including Alibaba Group Holding LimitedBABA and ByteDance, to purchase NVIDIA’s H200 AI chips. The U.S. government has cleared the shipment of these chips to China, which could bolster NVIDIA’s sales. Soaring data center spending, projected by NVIDIA to reach between $3 trillion and $4 trillion annually by 2030, provides the Jensen Huang-led company with ample opportunities to sell its computing hardware and drive revenue growth. Additionally, strong demand for its cloud graphics processing units (GPUs) and cutting-edge Blackwell chips is likely to boost sales. NVIDIA now expects fiscal fourth-quarter 2026 revenues to hit almost $65 billion, with a plus or minus 2%, according to investor.nvidia.com. The company’s third-quarter fiscal 2026 revenues jumped 62% year over year and 22% sequentially to $57 billion. The Bullish Case for PLTR Stock Palantir delivered strong quarterly results, largely fueled by rising demand for its Artificial Intelligence Platform (AIP), which has seen growing adoption among both U.S. commercial clients and government, as it helps customers effortlessly deploy AI and large language models across highly complex data systems. For the fourth quarter of 2025, Palantir’s revenues from the U.S. commercial client segment soared 137% year over year and 28% sequentially to $507 million, according to investors.palantir.com. The government revenues of $570 million were up 66% year over year and 17% quarter over quarter. Pa...
ASGN press release ( ASGN ): Q4 Non-GAAP EPS of $1.15 misses by $0.03 . Revenue of $980.1M (-0.5% Y/Y) beats by $1.05M . Adjusted EBITDA (a non-GAAP measure) was $107.9 million (11.0 percent of revenues) Operating cash flows were $102.3 million and Free Cash Flow (a non-GAAP measure) was $93.7 million Repurchased 1.4 million shares of the Company's common stock for $64.2 million IT Consulting reve...
ASGN press release ( ASGN ): Q4 Non-GAAP EPS of $1.15 misses by $0.03 . Revenue of $980.1M (-0.5% Y/Y) beats by $1.05M . Adjusted EBITDA (a non-GAAP measure) was $107.9 million (11.0 percent of revenues) Operating cash flows were $102.3 million and Free Cash Flow (a non-GAAP measure) was $93.7 million Repurchased 1.4 million shares of the Company's common stock for $64.2 million IT Consulting revenues were 63 percent of total revenues Full Year 2025 Revenues were $4.0 billion Net income was $113.5 million Adjusted EBITDA (a non-GAAP measure) was $422.6 million (10.6 percent of revenues) Operating cash flows were $327.9 million and Free Cash Flow (a non-GAAP measure) was $288.1 million Repurchased 3.1 million shares of the Company's common stock for $170.1 million IT Consulting revenues were 62 percent of total revenues Commercial Segment – New bookings were $1.5 billion; book-to-bill ratio was 1.2 to 1 Federal Government Segment – New contract awards were $1.0 billion; book-to-bill ratio was 0.9 to 1 S More on ASGN ASGN Incorporated: Maintaining Bearish Stance Despite Lofty 2028 Projections ASGN Incorporated (ASGN) Analyst/Investor Day - Slideshow ASGN Incorporated (ASGN) Analyst/Investor Day Transcript ASGN to acquire Quinnox for $290M ASGN to acquire Quinnox, sees Q4 revenue and EBITDA at high end of guidance
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Oracle (NYSE:ORCL) is pursuing a US$45b to US$50b capital raise, split roughly between debt and equity, tied to large AI and cloud infrastructure plans. The company is weighing up to 30,000 job cuts and a potential sale of its Oracle Health (Cerner) unit as ...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Oracle (NYSE:ORCL) is pursuing a US$45b to US$50b capital raise, split roughly between debt and equity, tied to large AI and cloud infrastructure plans. The company is weighing up to 30,000 job cuts and a potential sale of its Oracle Health (Cerner) unit as part of a broad restructuring. These moves are linked to fulfilling major cloud and AI infrastructure commitments for clients including OpenAI, Meta, and Nvidia. Oracle, known for its database software and cloud services, is pushing deeper into large scale AI and cloud infrastructure projects. The planned capital raise, possible workforce reductions, and review of Oracle Health signal how heavily the business is leaning into long term infrastructure contracts for big technology customers. For investors, the combination of new funding, potential divestitures, and cost cuts highlights both the size of the opportunity in AI infrastructure and the operational and financial strain that can come with it. How Oracle sequences these moves, and how it manages customer demand versus balance sheet risk, will likely be a key focus as the story develops. Stay updated on the most important news stories for Oracle by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oracle. NYSE:ORCL 1-Year Stock Price Chart Why Oracle could be great value Quick Assessment ✅ Price vs Analyst Target : At US$154.67 versus a consensus target of about US$278, the price sits roughly 44% below where analysts, on average, expect it. ⚖️ Simply Wall St Valuation : Shares are described as trading around fair value, only about 0.5% below the internal estimate. ❌ Recent Momentum: The 30 day return of roughly 21% decline signals weak short term sentiment as this news lands. Check out Simply Wall St's in depth valuation analysis for Oracle. Key Considerations...
(RTTNews) - Universal Technical Institute, Inc. (UTI) revealed a profit for first quarter that Dropped, from the same period last year The company's earnings came in at $12.82 million, or $0.23 per share. This compares with $22.15 million, or $0.40 per share, last year. The company's revenue for the period rose 9.6% to $220.84 million from $201.42 million last year. Universal Technical Institute, ...
(RTTNews) - Universal Technical Institute, Inc. (UTI) revealed a profit for first quarter that Dropped, from the same period last year The company's earnings came in at $12.82 million, or $0.23 per share. This compares with $22.15 million, or $0.40 per share, last year. The company's revenue for the period rose 9.6% to $220.84 million from $201.42 million last year. Universal Technical Institute, Inc. earnings at a glance (GAAP) : -Earnings: $12.82 Mln. vs. $22.15 Mln. last year. -EPS: $0.23 vs. $0.40 last year. -Revenue: $220.84 Mln vs. $201.42 Mln last year. -Guidance: Full year revenue guidance: $ 905 M To $ 915 M The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Feb 4 (Reuters) - Snap forecast first-quarter revenue below Wall Street estimates on Wednesday, signaling tough competition for digital advertising dollars from bigger rivals such as Meta-owned Facebook and Instagram. The social media company faced major hiccups ranging from U.S. President Donald Trump's changing trade policies and a technical issue in its advertising platform last year, draggin...
Feb 4 (Reuters) - Snap forecast first-quarter revenue below Wall Street estimates on Wednesday, signaling tough competition for digital advertising dollars from bigger rivals such as Meta-owned Facebook and Instagram. The social media company faced major hiccups ranging from U.S. President Donald Trump's changing trade policies and a technical issue in its advertising platform last year, dragging its shares down around 25% in 2025. Advertisers increasingly rely on platforms such as Meta and TikTok, which are preferred due to their larger user base. The Snapchat-parent said total active advertisers on the platform rose 28% in the fourth quarter, underscoring strength in direct response ads and growth in new ad formats such as Sponsored Snaps and Promoted Places. Snap said on Monday it implemented platform-level age verification in Australia to comply with a new law requiring users to be at least 16, resulting in the removal of over 400,000 accounts. It expects first-quarter revenue to be between $1.50 billion and $1.53 billion, slightly below analysts' average estimate of $1.55 billion according to data compiled by LSEG. The revenue forecast does not include revenue from the Perplexity integration, a $400 million deal announced last year, as Snap said the companies "have yet to mutually agree on a path to a broader roll out." The company's current-quarter outlook for adjusted earnings before interest, taxes, depreciation and amortization of $170 million to $190 million was above estimates of $177.9 million, as it pivots toward profitable growth by tighter cost control. It reported net income of $45 million in the fourth quarter, compared with $9 million a year earlier. Its 2025 net loss narrowed to $460 million from $698 million in 2024. The company has been doubling down on augmented reality smart glasses with the launch of independent unit, Specs, last month, and also diversifying its revenue stream by focusing on its subscription service Snapchat+. Su...
SAN DIEGO (AP) — SAN DIEGO (AP) — Qualcomm Inc. (QCOM) on Wednesday reported fiscal first-quarter profit of $3 billion. On a per-share basis, the San Diego-based company said it had profit of $2.78. Earnings, adjusted for stock option expense and non-recurring costs, came to $3.50 per share. The results topped Wall Street expectations. The average estimate of 10 analysts surveyed by Zacks Investme...
SAN DIEGO (AP) — SAN DIEGO (AP) — Qualcomm Inc. (QCOM) on Wednesday reported fiscal first-quarter profit of $3 billion. On a per-share basis, the San Diego-based company said it had profit of $2.78. Earnings, adjusted for stock option expense and non-recurring costs, came to $3.50 per share. The results topped Wall Street expectations. The average estimate of 10 analysts surveyed by Zacks Investment Research was for earnings of $3.39 per share. The chipmaker posted revenue of $12.25 billion in the period, which missed Street forecasts. Eight analysts surveyed by Zacks expected $12.28 billion. For the current quarter ending in March, Qualcomm expects its per-share earnings to range from $2.45 to $2.65. The company said it expects revenue in the range of $10.2 billion to $11 billion for the fiscal second quarter. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on QCOM at https://www.zacks.com/ap/QCOM
tang90246 Qualcomm ( QCOM ) shares fell more than 7% in extended trading on Wednesday after the semiconductor company offered up guidance for the coming quarter that missed Wall Street's forecast by a considerable amount. For the period ending Dec. 28, Qualcomm said it earned an adjusted $3.50 per share as revenue rose 5% year-over-year to $12.25B. QCT sales rose 5% year-over-year to $10.61B. Reve...
tang90246 Qualcomm ( QCOM ) shares fell more than 7% in extended trading on Wednesday after the semiconductor company offered up guidance for the coming quarter that missed Wall Street's forecast by a considerable amount. For the period ending Dec. 28, Qualcomm said it earned an adjusted $3.50 per share as revenue rose 5% year-over-year to $12.25B. QCT sales rose 5% year-over-year to $10.61B. Revenue from handsets rose 3% year-over-year to $7.82B, while automotive sales jumped 15% to $1.1B. Sales from its internet of things division rose 9% to $1.69B. Licensing revenue came in at $1.59B for the period. A consensus of analysts expected the company to earn $3.41 per share on an adjusted basis, with revenue of $12.2B during its fiscal third quarter. “We are pleased to deliver strong quarterly results, with record total company revenues,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “Our momentum across personal, industrial and physical AI is growing, as evidenced by recent product announcements at CES and customer traction. While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals.” Looking to the second-quarter, Qualcomm said it expects to earn between $2.45 and $2.65 per share on an adjusted basis, with revenue forecast between $10.2B and $11B. Qualcomm noted that its guidance includes "the estimated impact of memory supply constraints and related pricing on demand from several handset customers." Analysts were expecting $2.90 per share in earnings and $11.1B in revenue. The company will hold a conference call at 4:45 p.m. EST to discuss the results. More on Qualcomm Qualcomm Looks Cheap: The Next Guidance Could Make It Way Cheaper Qualcomm: Ignored Personal AI Boom Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention Qualcomm Q1 Earnings Preview: Handse...
tang90246 Qualcomm ( QCOM ) shares tumbled nearly 10% in extended trading on Wednesday after the semiconductor company offered up guidance for the coming quarter that missed Wall Street's forecast by a considerable amount. For the period ending Dec. 28, Qualcomm said it earned an adjusted $3.50 per share as revenue rose 5% year-over-year to $12.25B. QCT sales rose 5% year-over-year to $10.61B. Rev...
tang90246 Qualcomm ( QCOM ) shares tumbled nearly 10% in extended trading on Wednesday after the semiconductor company offered up guidance for the coming quarter that missed Wall Street's forecast by a considerable amount. For the period ending Dec. 28, Qualcomm said it earned an adjusted $3.50 per share as revenue rose 5% year-over-year to $12.25B. QCT sales rose 5% year-over-year to $10.61B. Revenue from handsets rose 3% year-over-year to $7.82B, while automotive sales jumped 15% to $1.1B. Sales from its internet of things division rose 9% to $1.69B. Licensing revenue came in at $1.59B for the period. A consensus of analysts expected the company to earn $3.41 per share on an adjusted basis, with revenue of $12.2B during its fiscal third quarter. “We are pleased to deliver strong quarterly results, with record total company revenues,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “Our momentum across personal, industrial and physical AI is growing, as evidenced by recent product announcements at CES and customer traction. While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals.” Looking to the second-quarter, Qualcomm said it expects to earn between $2.45 and $2.65 per share on an adjusted basis, with revenue forecast between $10.2B and $11B. Qualcomm noted that its guidance includes “the estimated impact of memory supply constraints and related pricing on demand from several handset customers.” Analysts were expecting $2.90 per share in earnings and $11.1B in revenue. The company will hold a conference call at 4:45 p.m. EST to discuss the results. More on Qualcomm Qualcomm Looks Cheap: The Next Guidance Could Make It Way Cheaper Qualcomm: Ignored Personal AI Boom Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention Qualcomm Q1 Earnings Preview: Hands...
Fluence Energy press release ( FLNC ): FQ1 GAAP EPS of -$0.34 misses by $0.13 . Revenue of $475.2M (+154.4% Y/Y) beats by $9.89M . Shares -18.61% . Fiscal Year 2026 Outlook Reaffirmed The Company expectation for fiscal year 2026 is as follows: Revenue of approximately $3.2 billion to $3.6 billion with a midpoint of $3.4 billion. As of December 31, 2025, the midpoint of our guidance is fully covere...
Fluence Energy press release ( FLNC ): FQ1 GAAP EPS of -$0.34 misses by $0.13 . Revenue of $475.2M (+154.4% Y/Y) beats by $9.89M . Shares -18.61% . Fiscal Year 2026 Outlook Reaffirmed The Company expectation for fiscal year 2026 is as follows: Revenue of approximately $3.2 billion to $3.6 billion with a midpoint of $3.4 billion. As of December 31, 2025, the midpoint of our guidance is fully covered by orders in backlog. Adjusted EBITDA 1 of approximately $40.0 million to $60.0 million with a midpoint of $50.0 million. Annual recurring revenue (“ARR”) of approximately $180.0 million by the end of fiscal year 2026. More on Fluence Energy Fluence Energy: The Scalable Solution Powering AI-Driven Data Centers Fluence Energy: Strong Pipeline Could Limit AI Fallout Fluence Energy: Sell On Elevated Valuation And Mediocre Outlook Fluence Energy Q1 2026 Earnings Preview Fluence Energy falls as Mizuho cuts to Sell equivalent on 'premature' data center premium
Paul Singer ’s Elliott Investment Management Inc. asked a judge to dismiss a lawsuit by a Texas private equity firm that claims “tens of millions of dollars” are being withheld after the sale of oil and gas assets. Elliott argued it has “sole discretion” over when to distribute the proceeds based on agreements reached with Stronghold Investment Management, which had sued. “The managers have not de...
Paul Singer ’s Elliott Investment Management Inc. asked a judge to dismiss a lawsuit by a Texas private equity firm that claims “tens of millions of dollars” are being withheld after the sale of oil and gas assets. Elliott argued it has “sole discretion” over when to distribute the proceeds based on agreements reached with Stronghold Investment Management, which had sued. “The managers have not determined to withhold distributions indefinitely; they are in the process of winding up complex entities following major asset sales and evaluating appropriate reserves and distribution timing,” attorneys for Elliott wrote in documents unsealed Tuesday in Delaware Chancery Court. Stronghold sued Elliott in November, opening up another chapter to the long-running feud between the two firms. Elliott, famous for its activist investing, partnered with Stronghold in 2017 to buy and sell oil, gas and mineral interests. But the relationship soured in 2022, leading to a settlement between the sides that involved an agreement by Stronghold to wind down two partnerships. In September, Elliott sued Stronghold accusing it of charging excessive expenses and reneging on its agreement to liquidate assets. Stronghold denied those claims. But a judge in the case concluded the private equity firm failed to honor its deadlines for asset sales. The parties have since struggled to reach a compromise on how to liquidate the partnerships with each side submitting their own proposals for the judge to adopt. Meanwhile, the dispute over expenses is still playing out. A spokesperson for Elliott declined to comment. A lawyer for Stronghold couldn’t immediately be reached for comment. In its case, Stronghold is suing over a different set of investment vehicles for royalty-generating assets that the Texas firm said it had identified and purchased. As part of the 2022 settlement, Elliott took management control of the three “acquisition vehicles” named after American automobile brands: Ford, Pontiac and M...
Matrix Service press release ( MTRX ): Q2 GAAP EPS of -$0.03 misses by $0.07 . Revenue of $210.5M (+12.4% Y/Y) misses by $4.92M . More on Matrix Service Matrix Service Company 2026 Q1 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Matrix Service Historical earnings data for Matrix Service Financial information for Matrix Service
Matrix Service press release ( MTRX ): Q2 GAAP EPS of -$0.03 misses by $0.07 . Revenue of $210.5M (+12.4% Y/Y) misses by $4.92M . More on Matrix Service Matrix Service Company 2026 Q1 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Matrix Service Historical earnings data for Matrix Service Financial information for Matrix Service
QUALCOMM INC/DE, a leading player in the semiconductor and telecommunications industry, has released its Form 10-Q report for the first quarter of fiscal 2026. The report provides a comprehensive overview of the company's financial performance and operational highlights, reflecting its strategic initiatives and market dynamics. Financial Highlights Total Revenues: $12,252 million, reflecting a 5% ...
QUALCOMM INC/DE, a leading player in the semiconductor and telecommunications industry, has released its Form 10-Q report for the first quarter of fiscal 2026. The report provides a comprehensive overview of the company's financial performance and operational highlights, reflecting its strategic initiatives and market dynamics. Financial Highlights Total Revenues: $12,252 million, reflecting a 5% increase compared to the year-ago quarter, driven by higher equipment and services revenues from the QCT segment and higher licensing revenues from the QTL segment. Gross Margin: 55%, a decrease from 56% in the prior year quarter, primarily due to a decrease in QCT gross margin percentage. Operating Income: $3,366 million, a decrease from $3,555 million in the prior year quarter, reflecting higher operating expenses. Net Income: $3,004 million, a decrease of 6% compared to the year-ago quarter, impacted by higher costs and expenses. Basic EPS: $2.81, compared to $2.86 in the prior year quarter, reflecting the decrease in net income. Diluted EPS: $2.78, compared to $2.83 in the prior year quarter, reflecting the decrease in net income. Business Highlights Revenue Segments QCT (Qualcomm CDMA Technologies) : Segment revenues increased by 5% in the first quarter of fiscal 2026, driven by higher revenues in handsets, automotive, and IoT. Handset revenues rose due to higher chipset shipments to major OEMs, automotive revenues increased due to new vehicle launches with Snapdragon digital cockpit products, and IoT revenues grew due to higher shipments across edge networking and consumer products. QTL (Qualcomm Technology Licensing) : Segment revenues increased by 4% in the first quarter of fiscal 2026, primarily due to an increase in estimated sales of cellular products. Sales Units The QCT segment saw higher chipset shipments to major OEMs, contributing to the increase in handset revenues. New Product Launches The acquisition of Alphawave IP Group plc is intended to accelerate Qua...
CHARLOTTE, N.C., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Coca-Cola Consolidated, Inc. (NASDAQ: COKE) will issue a news release after the market closes on February 18, 2026 to announce its operating results for the fourth quarter and fiscal year ended December 31, 2025. CONTACTS: Brian K. Little (Media) Matt Blickley (Investors) Vice President, Corporate Communications Officer Chief Financial Officer Off...
CHARLOTTE, N.C., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Coca-Cola Consolidated, Inc. (NASDAQ: COKE) will issue a news release after the market closes on February 18, 2026 to announce its operating results for the fourth quarter and fiscal year ended December 31, 2025. CONTACTS: Brian K. Little (Media) Matt Blickley (Investors) Vice President, Corporate Communications Officer Chief Financial Officer Officer and Chief Accounting Officer (980) 378-5537 (704) 557-4910 Brian.Little@cokeconsolidated.com Matt.Blickley@cokeconsolidated.com About Coca-Cola Consolidated, Inc. Headquartered in Charlotte, N.C., Coca-Cola Consolidated (NASDAQ: COKE) is the largest Coca-Cola bottler in the United States. We make, sell and distribute beverages of The Coca-Cola Company, and other partner companies, in more than 300 brands and flavors across 14 states and the District of Columbia, to approximately 60 million consumers. For over 123 years, we have been deeply committed to the consumers, customers and communities we serve and passionate about the broad portfolio of beverages and services we offer. Our Purpose is to honor God in all we do, to serve others, to pursue excellence and to grow profitably.
Corpay press release ( CPAY ): Q4 Non-GAAP EPS of $6.04 beats by $0.10 . Revenue of $1.25B (+21.4% Y/Y) beats by $20M . Fiscal Year 2026 Outlook: “Our 2026 outlook calls for 16% revenue and 22% adjusted earnings per share growth at the midpoint. Our earnings outlook is driven by strong business fundamentals, accretive acquisitions and a favorable macro,” said Peter Walker. “We expect full year 202...
Corpay press release ( CPAY ): Q4 Non-GAAP EPS of $6.04 beats by $0.10 . Revenue of $1.25B (+21.4% Y/Y) beats by $20M . Fiscal Year 2026 Outlook: “Our 2026 outlook calls for 16% revenue and 22% adjusted earnings per share growth at the midpoint. Our earnings outlook is driven by strong business fundamentals, accretive acquisitions and a favorable macro,” said Peter Walker. “We expect full year 2026 organic revenue growth of 10%, continued tight expense management and our fourth quarter share repurchases to drive meaningful 2026 adjusted earnings per share growth.” For fiscal year 2026, Corpay, Inc.'s financial guidance 1 is as follows: Total revenues between $5,215 million and $5,315 million; Net income between $1,344 million and $1,438 million; Net income per diluted share between $19.49 and $20.49; Adjusted net income between $1,762 million and $1,856 million; and Adjusted net income per diluted share between $25.50 and $26.50. Corpay’s guidance assumptions are as follows for the full year: Weighted average U.S. fuel prices equal to $2.90 per gallon; Fuel price spreads flat with the 2025 average; and Foreign exchange rates equal to the January 2026, 60 day average; Interest expense between $370 million and $400 million; Free cashflow is used to pay down debt; Approximately 70 million fully diluted shares outstanding; An adjusted effective tax rate of approximately 25% to 27%; and No impact related to material acquisitions or divestitures not closed. First Quarter of 2026 Outlook: “First quarter organic revenue growth is expected to be 9% at the midpoint and adjusted EPS is expected to grow over 20%. Revenue and adjusted EPS are expected to build significantly over the year as organic revenue grows and we realize deal synergies,” said Peter Walker. More on Corpay Corpay Stock: Why We Added To Our Portfolio Corpay, Inc. (CPAY) Presents at Raymond James TMT & Consumer Conference Transcript Corpay, Inc. (CPAY) Presents at UBS Global Technology and AI Conference 2025 T...
PC Connection press release ( CNXN ): Q4 Non-GAAP EPS of $0.91 beats by $0.05 . Revenue of $702.9M (-0.8% Y/Y) misses by $32.59M . More on PC Connection Seeking Alpha’s Quant Rating on PC Connection Historical earnings data for PC Connection Dividend scorecard for PC Connection Financial information for PC Connection
PC Connection press release ( CNXN ): Q4 Non-GAAP EPS of $0.91 beats by $0.05 . Revenue of $702.9M (-0.8% Y/Y) misses by $32.59M . More on PC Connection Seeking Alpha’s Quant Rating on PC Connection Historical earnings data for PC Connection Dividend scorecard for PC Connection Financial information for PC Connection
(RTTNews) - Bassett Furniture Industries Inc (BSET) revealed a profit for fourth quarter that Dropped, from the same period last year The company's earnings totaled $1.52 million, or $0.18 per share. This compares with $3.20 million, or $0.38 per share, last year. The company's revenue for the period rose 5.1% to $88.66 million from $84.34 million last year. Bassett Furniture Industries Inc earnin...
(RTTNews) - Bassett Furniture Industries Inc (BSET) revealed a profit for fourth quarter that Dropped, from the same period last year The company's earnings totaled $1.52 million, or $0.18 per share. This compares with $3.20 million, or $0.38 per share, last year. The company's revenue for the period rose 5.1% to $88.66 million from $84.34 million last year. Bassett Furniture Industries Inc earnings at a glance (GAAP) : -Earnings: $1.52 Mln. vs. $3.20 Mln. last year. -EPS: $0.18 vs. $0.38 last year. -Revenue: $88.66 Mln vs. $84.34 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
By Juby Babu and Max A. Cherney Feb 4 (Reuters) - Shares of Arm Holdings fell on Wednesday as its licensing revenues slightly missed Wall Street estimates, despite a push by the company to boost the segment with new chip technology offerings. Shares were down 6% in after-hours trading after Arm reported results. It also forecast fourth-quarter revenue above Wall Street estimates on Wednesday, d...
By Juby Babu and Max A. Cherney Feb 4 (Reuters) - Shares of Arm Holdings fell on Wednesday as its licensing revenues slightly missed Wall Street estimates, despite a push by the company to boost the segment with new chip technology offerings. Shares were down 6% in after-hours trading after Arm reported results. It also forecast fourth-quarter revenue above Wall Street estimates on Wednesday, driven by demand for its energy-efficient chip designs used in artificial intelligence applications from data centers to smartphones. Arm's chip designs are prized for their power efficiency, a critical advantage for data center operators looking to manage their soaring energy costs and heat generated by running massive AI models. For Arm's fiscal third quarter, licensing revenue, which includes upfront fees for access to its technology, stood at $505 million, slightly below estimates of $519.9 million, according to FactSet. The results came even as Arm pushes customers to adopt the latest version of its chip technology, which comes with higher licensing costs. The company projected revenue of $1.47 billion for the fourth quarter, compared with analysts' average estimate of $1.44 billion, according to data compiled by LSEG. Major technology companies, including Nvidia with its Grace central processing unit, have embraced Arm's architecture for AI-focused server chips, validating its role in the AI ecosystem. AI agents, which are pieces of software that can complete some tasks online and on PCs, will continue to benefit Arm's sales for the foreseeable future. "It's beyond no end in sight," Arm CEO Rene Haas told Reuters in an interview. Chips based on Arm's designs, AI companies have found, are needed to manage the vast amounts of data flowing between Nvidia graphics processing units and other AI processors. The company reported total revenue of $1.24 billion for the third quarter, compared with an estimate of $1.22 billion. Revenue from royalties, which Arm collect...
Zanskar, a conventional geothermal startup, is using field geologists to collect data, with the hopes of eventually training a generative model that locates new geothermal hotspots. Zanskar Could the answer to the AI industry’s prayers for abundant energy be just under our feet? As the industry increasingly looks to unusual solutions to overcome energy and environmental constraints, geothermal ene...
Zanskar, a conventional geothermal startup, is using field geologists to collect data, with the hopes of eventually training a generative model that locates new geothermal hotspots. Zanskar Could the answer to the AI industry’s prayers for abundant energy be just under our feet? As the industry increasingly looks to unusual solutions to overcome energy and environmental constraints, geothermal energy companies see this as possibly their big moment. The US electrical grid load, or demand for energy, has grown by 1.7% since 2022, according to the US Energy Information Administration, and is expected to increase by 25% over the next four years. By 2028, new data centers are projected to need an estimated 44 gigawatts of additional power capacity on the grid. Adding to the pressure, several AI hyperscalers, including Microsoft and Alphabet, have set their own climate targets to reach net-zero by 2030. Meanwhile, these next four years are expected to be critical for both firms’ data center buildouts. Next-generation nuclear technologies have benefited from the energy crunch. In 2025 alone, VCs invested $6 billion across 108 deals in nuclear startups globally. Even fusion, a nuclear technology yet to be proven in a laboratory, is gaining traction as startups focused on the approach raise larger rounds and secure bigger purchase agreements. The timelines for getting more nuclear energy on the grid are uncertain. Even conventional nuclear fission, done in large plants rather than in next-generation small modular reactors, is beset by supply chain and geopolitical complications. Enter geothermal energy, whose proponents say is getting overlooked. “Geothermal has a very strong competitive advantage here,” said Diego D’Sola, head of finance at geothermal startup Zanskar. “The current alternatives on the table are next-generation nuclear—there, you have buildouts coming in the early 2030s in the best case scenario.” Founded in 2021, Zanskar is building predictive heatmaps of th...
AUSTIN, Texas, Feb. 04, 2026 (GLOBE NEWSWIRE) -- EZCORP, Inc. (NASDAQ: EZPW), a leading provider of pawn transactions in the United States and Latin America, today announced results for its first quarter ended December 31, 2025. Unless otherwise noted, all amounts in this release are in conformity with U.S. generally accepted accounting principles (“GAAP”) and comparisons shown are to the same per...
AUSTIN, Texas, Feb. 04, 2026 (GLOBE NEWSWIRE) -- EZCORP, Inc. (NASDAQ: EZPW), a leading provider of pawn transactions in the United States and Latin America, today announced results for its first quarter ended December 31, 2025. Unless otherwise noted, all amounts in this release are in conformity with U.S. generally accepted accounting principles (“GAAP”) and comparisons shown are to the same period in the prior year. FIRST QUARTER HIGHLIGHTS Net income increased 43% to $44.3 million. On an adjusted basis 1 , net income increased 38% to $43.9 million. , net income increased 38% to $43.9 million. Diluted earnings per share (EPS) increased 38% to $0.55. On an adjusted basis 1 , diluted earnings per share increased 34% to $0.55. , diluted earnings per share increased 34% to $0.55. Adjusted EBITDA increased 36% to $70.3 million. Total revenues increased 19% to $382.0 million, while gross profit increased 20% to $223.0 million. Pawn loans outstanding (PLO) increased 14% to $314.4 million. Grew our footprint by 23 stores, including 17 acquired stores, 7 de novo stores, and the consolidation of 1 store. RECENT HIGHLIGHTS On January 2, 2026, we acquired an 87.7% controlling interest in Founders One, which owns 85.1% of Simple Management Group ("SMG"), adding 105 stores across 12 countries including the United States, Costa Rica and Panama. Immediately accretive transaction adds one of the largest pawn platforms in North America and a proven management team. SMG generated revenue of $127 million and gross profit of $66 million for the nine months ended September 30, 2025, demonstrating strong operating and financial performance. On January 12, 2026, we completed the previously announced acquisition of 12 pawn stores in Texas for $27.5 million, strengthening EZCORP's presence in one of its largest and most attractive U.S. markets. Following the closing of these acquisitions, EZCORP operates 1,500 pawn stores across 16 countries. CEO COMMENTARY AND OUTLOOK Lachie Given, Chief...