Deutsche Boerse press release ( DBOEY ): Q4 GAAP EPS of €2.68. Revenue of €1.57B (+1.9% Y/Y). More on Deutsche Börse AG Deutsche Börse AG 2025 Q4 - Results - Earnings Call Presentation Deutsche Börse: Upgrading To Buy On Improved Growth Visibility And Capital Returns Deutsche Börse AG (DBOEF) Analyst/Investor Day Transcript Seeking Alpha’s Quant Rating on Deutsche Börse AG Historical earnings data...
Deutsche Boerse press release ( DBOEY ): Q4 GAAP EPS of €2.68. Revenue of €1.57B (+1.9% Y/Y). More on Deutsche Börse AG Deutsche Börse AG 2025 Q4 - Results - Earnings Call Presentation Deutsche Börse: Upgrading To Buy On Improved Growth Visibility And Capital Returns Deutsche Börse AG (DBOEF) Analyst/Investor Day Transcript Seeking Alpha’s Quant Rating on Deutsche Börse AG Historical earnings data for Deutsche Börse AG
Wall Street analysts are expecting 67 cents, up from 56 cents last year, on average. “This appears defensive and signals current growth initiatives aren’t working and underlying growth isn’t supporting the cost base,” said James Heaney of Jefferies. With the layoff savings, Pinterest will likely be hiring pricey AI engineers to facilitate its transformation from online mood boards to an AI-powered...
Wall Street analysts are expecting 67 cents, up from 56 cents last year, on average. “This appears defensive and signals current growth initiatives aren’t working and underlying growth isn’t supporting the cost base,” said James Heaney of Jefferies. With the layoff savings, Pinterest will likely be hiring pricey AI engineers to facilitate its transformation from online mood boards to an AI-powered shopping assistant, leveraging it for both advertising and e-commerce dollars.
Check out the companies making the biggest moves in midday trading: Crocs — Shares of the clogs manufacturer surged 21% after Crocs reported upbeat guidance for the current quarter. The company sees adjusted earnings ranging from $2.67 to $2.77 per share, surpassing the FactSet consensus call for $2.52 per share. The earnings outlook for the full year also beat Wall Street's estimates. Restaurant ...
Check out the companies making the biggest moves in midday trading: Crocs — Shares of the clogs manufacturer surged 21% after Crocs reported upbeat guidance for the current quarter. The company sees adjusted earnings ranging from $2.67 to $2.77 per share, surpassing the FactSet consensus call for $2.52 per share. The earnings outlook for the full year also beat Wall Street's estimates. Restaurant Brands — Shares fell 6% despite the Burger King parent's beat on the top and bottom lines . Hurt by rising costs, including beef, Restaurant Brands' profits fell despite higher revenue. The company was hurt by competitive pressure in the U.S. Lululemon — The athleisure brand's stock fell more than 3% after Bloomberg reported that a second version of its leggings has been criticized for being too sheer. The news service cited an analyst research note as well as comments on Reddit in its report. The brand faced similar criticism a few weeks ago for another style , which it temporarily pulled from its website. The incident comes as Lululemon is under pressure to reinvigorate sales. Cisco Systems — The maker of networking hardware such as switches and routers dropped about 12% as its forecast disappointed. Rising costs for memory chips will weigh on the company's profits in the near term. Cisco posted second-quarter results that exceeded estimates on the top and bottom lines. Viking Therapeutics — The biopharmaceutical company jumped 8% after announcing plans to advance its oral obesity drug into Phase 3 development . AppLovin — The mobile technology company dropped 18%, despite beating profit and sales estimates. AppLovin reported fourth-quarter earnings of $3.24 per share on revenue of $1.66 billion. Analysts polled by LSEG had expected EPS of $2.93 on revenues of $1.60 billion. AppLovin is already down 44% this year. Zebra Technologies — The maker of automatic identification and data capture products' stock jumped nearly 13% as both its fourth-quarter sales and its full-year...
shaunl/E+ via Getty Images SLB ( SLB ) said Thursday it was awarded multiple offshore drilling services contracts by Mubadala Energy for the Tangkulo natural gas deepwater development and associated exploration and appraisal activities in the Andaman Sea offshore Indonesia; financial terms were not disclosed. SLB ( SLB ) said the scope of the contracts covers integrated drilling and well services ...
shaunl/E+ via Getty Images SLB ( SLB ) said Thursday it was awarded multiple offshore drilling services contracts by Mubadala Energy for the Tangkulo natural gas deepwater development and associated exploration and appraisal activities in the Andaman Sea offshore Indonesia; financial terms were not disclosed. SLB ( SLB ) said the scope of the contracts covers integrated drilling and well services across the full well life cycle, including directional drilling, drilling fluids, cementing, wireline, slickline, coiled tubing, well testing, mud logging and upper and lower completions. The company said the project will leverage its offshore and deepwater technologies, including real-time downhole monitoring, to reduce operational risk, improve well placement, and strengthen project economics. First gas from the Tangkulo development is targeted before the end of 2028. More on SLB SLB: Excessive Optimism Already Baked In Before Q4 Earnings SLB: Venezuelan Oil Can Revitalize Oilfield Services Growth (Rating Upgrade) SLB: Meeting The Red Queen Moment
Apple Inc.’s long-planned upgrade to the Siri virtual assistant has run into snags during testing in recent weeks, potentially pushing back the release of several highly anticipated functions. Mark Gurman reports. (Source: Bloomberg)
Apple Inc.’s long-planned upgrade to the Siri virtual assistant has run into snags during testing in recent weeks, potentially pushing back the release of several highly anticipated functions. Mark Gurman reports. (Source: Bloomberg)
American actor best known for his role in the television drama Dawson’s Creek For a worldwide generation of young television viewers in the 1990s, James Van Der Beek, who has died aged 48 after suffering from cancer, provided the role model of a sensitive male teenager. As the fresh-faced Dawson Leery in the American drama Dawson’s Creek (1998-2003) – shown in the UK on Channel 4 and then on Chann...
American actor best known for his role in the television drama Dawson’s Creek For a worldwide generation of young television viewers in the 1990s, James Van Der Beek, who has died aged 48 after suffering from cancer, provided the role model of a sensitive male teenager. As the fresh-faced Dawson Leery in the American drama Dawson’s Creek (1998-2003) – shown in the UK on Channel 4 and then on Channel 5 – he starred in a series portraying friendship, first love and the trials and tribulations of adolescence in the fictional coastal town of Capeside, Massachusetts. The nerdy Dawson’s idealism and habit of over-analysing often give him unrealistic expectations and a tendency to make long emotional speeches. “It’s not about the kiss – it’s about the journey and creating a sustaining magic,” he reflects in an early episode. Continue reading...
Michael M. Santiago/Getty Images News Abigail Slater, the head of the antitrust division of the U.S. Department of Justice, is stepping down effective immediately. Slater made the announcement public via a post from her personal account on social media platform X on Thursday. "It is with great sadness and abiding hope that I leave my role as AAG for Antitrust today," Slater wrote on X. "It was ind...
Michael M. Santiago/Getty Images News Abigail Slater, the head of the antitrust division of the U.S. Department of Justice, is stepping down effective immediately. Slater made the announcement public via a post from her personal account on social media platform X on Thursday. "It is with great sadness and abiding hope that I leave my role as AAG for Antitrust today," Slater wrote on X. "It was indeed the honor of a lifetime to serve in this role." Slater's exit comes amid one of the largest corporate merger dramas unraveling in the U.S., in which media giants Paramount Skydance ( PSKY ) and Netflix ( NFLX ) are butting heads to get control of the coveted assets of Warner Bros. Discovery ( WBD ). Her position in the Justice Department determined the outcome of cases involving mergers and acquisitions. Slater's departure also comes just two days after her deputy in the DoJ antitrust unit, Mark Hamer, stepped down to rejoin his former law firm, Baker McKenzie. She was appointed by President Donald Trump in March last year. Media reports suggested Slater was forced out of her position after losing the support of Vice President JD Vance and DoJ head Pam Bondi. Reports also said some officials in the Trump administration thought Slater undermined pending cases due to differences of opinion and had disobeyed leadership. "On behalf of the Department of Justice, we thank Gail Slater for her service to the Antitrust Division, which works to protect consumers, promote affordability, and expand economic opportunity," Bondi said in a statement. Omeed Assefi is expected to fill in Slater's position on an interim basis. At the beginning of the second Trump presidency, Assefi served as the division’s acting Assistant Attorney General. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on markets Investors Remain Content To Ignore History AI Goldilocks Is Fooling...
Earnings Call Insights: Zoetis Inc. (ZTS) Q4 2025 Management View CEO Kristin Peck highlighted that for the full year, "on an organic operational basis, we delivered 6% revenue growth and 7% growth in adjusted net income, in line with expectations." She emphasized international markets, which delivered 8% organic operational revenue growth versus 4% for the U.S., attributing this to the company's ...
Earnings Call Insights: Zoetis Inc. (ZTS) Q4 2025 Management View CEO Kristin Peck highlighted that for the full year, "on an organic operational basis, we delivered 6% revenue growth and 7% growth in adjusted net income, in line with expectations." She emphasized international markets, which delivered 8% organic operational revenue growth versus 4% for the U.S., attributing this to the company's global footprint and diversified portfolio. Peck reported, "livestock delivered 8% organic operational revenue growth benefiting from a more focused portfolio following the MFA divestiture. Companion animal grew 5% operationally." She also noted execution against macroeconomic and competitive pressures, and discussed ongoing economic pressure on Gen Z and Millennial pet owners, resulting in declines in therapeutic visits and doses, while emergency and urgent care remained strong. Peck stated, "our Simparica franchise grew 12% operationally for the year... Trio continued to be a key driver, growing to 13% operationally. In the U.S. sales surpassed $1 billion with continued gains at initiation and the highest puppy share in the clinic." On strategic development, she said, "With more than 185 geographic expansions and life cycle innovations in 2025, we expanded access to proven therapies, addressed additional unmet medical needs and strengthened our foundation for future growth." Peck addressed the OA pain franchise, noting a 3% operational decline for the year, but added, "we remain committed to returning it to growth. We continue to see strength in the feline opportunity with Solensia growing 7% operationally. Last year's market approvals of Portela will expand our portfolio in 2026." CFO Wetteny Joseph stated, "For the year, we reported global revenue of $9.5 billion, growing 2% on a reported basis and 6% on an organic operational basis with 4% coming from price and 2% from volume. Adjusted net income grew 6% on a reported basis and 7% on an organic operational basis to $2....
Earnings Call Insights: STAG Industrial (STAG) Q4 2025 Management View CEO William Crooker highlighted that 2025 was "arguably one of our more successful years," with outperformance in key metrics including occupancy, leasing spreads, same-store cash NOI, and core FFO per share. Crooker reported, "We grew same-store cash NOI by 4.3% and grew core FFO per share by 6.3%." He noted favorable industri...
Earnings Call Insights: STAG Industrial (STAG) Q4 2025 Management View CEO William Crooker highlighted that 2025 was "arguably one of our more successful years," with outperformance in key metrics including occupancy, leasing spreads, same-store cash NOI, and core FFO per share. Crooker reported, "We grew same-store cash NOI by 4.3% and grew core FFO per share by 6.3%." He noted favorable industrial market conditions, with supply deliveries down almost 35% versus 2024 and positive rent growth across most markets. Crooker stated, "We are projecting cash leasing spreads of 18% to 20% for 2026," and emphasized that 69% of the square feet expected to be leased in 2026 had already been addressed. Acquisition volume in Q4 totaled $285.9 million across seven buildings, with a weighted average cash cap rate of 6.4%. Subsequent to quarter end, an additional building was acquired for $80.6 million at a 6.1% cash cap rate. Development activity reached 3.5 million square feet across 14 buildings, with 59% completed and 73% of those leased as of year-end. Crooker announced a 4% dividend increase, the largest since 2014, and a change in dividend payment cadence from monthly to quarterly. CFO Matts Pinard reported, "Core FFO per share was $0.66 for the quarter and $2.55 for the year, representing an increase of 6.3% as compared to 2024." Pinard added that Q4 included two one-time items contributing approximately $0.01 per share to core FFO. Pinard detailed capital market activity, including the settlement of $157.4 million in ATM sales and year-end liquidity of $750 million, with net debt to annualized run rate adjusted EBITDA at 5.0x. Outlook Management initiated 2026 guidance with same-store cash NOI growth expected to range between 2.75% and 3.25%. Retention is projected at 70% to 80%, with cash leasing spreads of 18% to 20% and average same-store occupancy of 96% to 97%. Acquisition volume guidance for 2026 is set between $350 million and $650 million, with cash capitalization...
Earnings Call Insights: Service Corporation International (SCI) Q4 2025 Management View CEO Thomas Ryan highlighted adjusted earnings per share of $1.14 for the quarter, marking an 8% increase from the prior year, and stressed, “we saw moderate increases in revenues and gross profit in both the funeral and cemetery segments driven by strength in comparable and noncomparable operations as well as s...
Earnings Call Insights: Service Corporation International (SCI) Q4 2025 Management View CEO Thomas Ryan highlighted adjusted earnings per share of $1.14 for the quarter, marking an 8% increase from the prior year, and stressed, “we saw moderate increases in revenues and gross profit in both the funeral and cemetery segments driven by strength in comparable and noncomparable operations as well as slightly lower adjusted corporate, general and administrative expense which, when combined, resulted in $0.04 of earnings per share growth from operating income.” Ryan detailed that comparable core funeral revenue increased by $6 million, driven by 3.2% growth in core average revenue per service, but core funeral services performed declined by 1.9%. Non-funeral home preneed sales revenue increased over $2 million or more than 11%, supported by strong insurance-funded contract sales. Preneed sales production for the quarter rose by $29 million, or about 11%. For the cemetery segment, Ryan reported, “comparable cemetery revenue increased by $5 million or about 1%, primarily due to an $8 million increase in other revenue, slightly offset by a $3 million decline in core revenue.” Cemetery gross profit grew by $5 million, with operating margin percentage exceeding 36%. Ryan announced 2026 normalized EPS guidance in the range of $4.05 to $4.35, stating, “the 2026 range is 5% to 13% growth with a 9% growth at the midpoint.” Management expects preneed funeral and cemetery sales production to grow in the low to mid-single-digit percentage range. CFO Eric Tanzberger stated, “in the fourth quarter, we generated strong adjusted operating cash flow of $213 million. This exceeded the high end of our most recent guidance range for the quarter.” Tanzberger also noted a full-year adjusted operating cash flow of $966 million, up $108 million from the prior year, and detailed $508 million in capital investments and $645 million returned to shareholders. Outlook Management guided for 2026 norma...
Earnings Call Insights: Lincoln National Corporation (LNC) Q4 2025 Management View Ellen Cooper, Chairman, President & CEO, opened by highlighting a "strong" fourth quarter with adjusted operating income increasing 31% year-over-year and the sixth consecutive quarter of year-over-year adjusted operating earnings growth. Cooper stated the company has "advanced our strategy with discipline and focus...
Earnings Call Insights: Lincoln National Corporation (LNC) Q4 2025 Management View Ellen Cooper, Chairman, President & CEO, opened by highlighting a "strong" fourth quarter with adjusted operating income increasing 31% year-over-year and the sixth consecutive quarter of year-over-year adjusted operating earnings growth. Cooper stated the company has "advanced our strategy with discipline and focus" and emphasized the durability of Lincoln's capital foundation. She noted, "Capital, a more efficient operating model and our efforts to drive profitable growth are coming through in our results with clear evidence of building broad-based momentum." Cooper described progress against three ongoing priorities: a resilient capital foundation, an optimized operating model, and advancing profitable growth across all business lines. She indicated a focus on "products and segments with higher risk-adjusted margins, more stable cash flows and greater capital efficiency." In Annuities, Cooper reported "strong annuity sales with total volumes up 25%." She noted "full year RILA sales increased 35% in 2025," fixed annuity sales rose 11%, and variable annuity sales climbed 27% year-over-year. Looking ahead, she indicated 2026 variable annuity volumes will be "intentionally lower and more closely aligned with pre-2025 levels" to reduce market sensitivity, while fixed annuity account values are expected to rise. For Life Insurance, Cooper stated "sales for the year were up approximately 50% versus the prior year" with executive benefits sales reaching $265 million, up from $59 million in 2024. She added, "We expect Core Life sales to grow in 2026, but from a baseline more in line with the earlier quarters of 2025." Group Protection earnings, excluding annual assumption review, increased 16% year-over-year and premium growth was "nearly 7%" with supplemental health sales increasing over 40%. Cooper shared, "As we look to 2026, we expect to build on this momentum as we continue to diversif...
Valen Tino When Apple ( AAPL ) released its Vision Pro headset in early 2024, Google's ( GOOG )( GOOGL ) YouTube, one of the most popular apps in the world, was glaringly absent. However, starting today, YouTube finally has an app available for visionOS in the App Store. The app allows Vision Pro users to view any video on YouTube. It also supports 3D, 360-degree, and VR180 videos along with stand...
Valen Tino When Apple ( AAPL ) released its Vision Pro headset in early 2024, Google's ( GOOG )( GOOGL ) YouTube, one of the most popular apps in the world, was glaringly absent. However, starting today, YouTube finally has an app available for visionOS in the App Store. The app allows Vision Pro users to view any video on YouTube. It also supports 3D, 360-degree, and VR180 videos along with standard rectangular videos and Shorts. Videos can be viewed in 8K on the Vision Pro M5. The app requires visionOS 26.0 or later to run. The Vision Pro, which starts at $3,499, is seen by many as too costly. Critics also said the headset is heavy, uncomfortable to wear, has a relatively low battery life, and features limited apps. Apple tried to address some of these issues by launching an upgraded M5 version in October, with extended battery life and a new headband design. It is expected to roll out a cheaper, lower-specification version this year. Critics have also pointed out a limited App Store library. The virtual reality headset market has been dominated by Meta Platforms' ( META ) Quest, which holds about 80% of the market share. However, it starts at $370. Still, even Meta scaled back its digital marketing spending for the headsets over the past year. Virtual reality headsets have largely struggled to grab consumer interest, with the overall market for the devices shrinking 14% year-on-year, according to Counterpoint Research. Reportedly, Apple has shifted its focus to developing a line of AI-powered smart glasses instead of an extensive Vision Pro reboot. More on Apple and Alphabet Alphabet: Search Is Dead, Long Live Search Alphabet: The CAPEX Shock Is A True Gift Google Cloud Is The New AWS: Why The Hyperscale Pecking Order Just Flipped Google upgrades Gemini 3 Deep Think model across science, engineering FTC Chair alleges political bias in Apple News app may violate consumer protection laws
Earnings Call Insights: Albemarle Corporation (ALB) Q4 2025 Management View CEO Jerry Masters stated that "for the fourth quarter, we reported net sales of $1.4 billion, up 16% year-over-year with double-digit volume growth. We also delivered adjusted EBITDA of $269 million, up 7% year-over-year, reflecting strong growth in energy storage and significant cost and productivity improvements." Master...
Earnings Call Insights: Albemarle Corporation (ALB) Q4 2025 Management View CEO Jerry Masters stated that "for the fourth quarter, we reported net sales of $1.4 billion, up 16% year-over-year with double-digit volume growth. We also delivered adjusted EBITDA of $269 million, up 7% year-over-year, reflecting strong growth in energy storage and significant cost and productivity improvements." Masters highlighted that Albemarle is updating its lithium demand outlook, increasing the estimated range for global 2030 lithium demand by 10% versus the previous forecast, and expects "meaningful positive free cash flow at current lithium pricing." Masters announced the decision to idle operations at the Kemerton lithium hydroxide plant, stating, "recent lithium price improvements alone are not enough to offset the challenges facing Western hard-rock lithium conversion operations. This action is expected to be accretive to adjusted EBITDA beginning in the second quarter with no impact to sales volumes." CFO Neal Sheorey reported, "Net sales for the quarter of $1.4 billion increased from the prior year, primarily driven by higher volumes across all segments, particularly energy storage and Ketjen, which grew 17% and 13%, respectively. Adjusted EBITDA for the fourth quarter was $269 million, up 7% versus the prior year. This improvement was driven by higher lithium market pricing and increased Ketjen sales volumes." Sheorey also confirmed a net loss of ($3.87) per diluted share, with an adjusted diluted loss per share of ($0.53) after excluding charges. Outlook Sheorey introduced the 2026 outlook with scenario-based guidance, noting three lithium market price cases: "full year 2025 average market pricing of about $10 per kilogram lithium carbonate equivalent, or LCE; January 2026 average pricing of about $20 per kilogram LCE; and the 2021 to 2025 5-year average price of about $30 per kilogram LCE." All scenarios assume flat market pricing and roughly flat Energy Storage sales vol...
Earnings Call Insights: MSA Safety Incorporated (MSA) Q4 2025 Management View Steven Blanco, President and CEO, reported "a solid finish to the year, guided by our Accelerate strategy," with quarterly consolidated reported sales growth of 2%, a 3% contribution from M&A, and a 2% favorable FX impact. Detection experienced 17% organic growth, especially in fixed solutions, while fire service organic...
Earnings Call Insights: MSA Safety Incorporated (MSA) Q4 2025 Management View Steven Blanco, President and CEO, reported "a solid finish to the year, guided by our Accelerate strategy," with quarterly consolidated reported sales growth of 2%, a 3% contribution from M&A, and a 2% favorable FX impact. Detection experienced 17% organic growth, especially in fixed solutions, while fire service organic sales declined 21% due to AFG funding delays and the U.S. government shutdown. Industrial PPE grew modestly at 1% organically. The M&C TechGroup acquisition contributed $15 million to the quarter. Blanco stated that "Detection is now our largest product category, representing 41% of sales." He highlighted new launches, including the ALTAIR io 6 portable gas detector, H2 Full Brim Type II hard hat, Globe turnout gear, and the G-XTREME Pro jacket. The latest generation 2025 G1 SCBA received NFPA approval in November. Nearly $0.5 billion was deployed into growth investments and shareholder returns, and the dividend was raised for the 55th consecutive year. Blanco added, "Moving into 2026, we remain confident in our expectations for a number of key markets," mentioning optimism for fire service, energy, and industrial sectors, and ongoing opportunities for market share gains internationally. Julie Beck, SVP, CFO & Treasurer, reported, "Fourth quarter sales were $511 million, an increase of 2% on a reported basis over the prior year." GAAP gross margins improved to 46.9%, with adjusted operating margin at 23.9%. Adjusted earnings per share were $2.38, up 6% from last year, assisted by a favorable adjusted effective tax rate. Free cash flow for the quarter reached $106 million, with a 13% year-over-year increase, and $295 million for the year. Outlook Beck projected "mid-single-digit full year organic growth" for 2026, with M&C expected to contribute about 1 percentage point to full year revenue growth. She noted, "Although the fourth quarter was affected by timing issues in the...
$10 a share. $9 a share. $8. Lower. For the past three trading days, space-and-defense stock Redwire (NYSE: RDW) has gone nowhere but down, losing more than 20% of its market capitalization in total -- including an 11% loss through 12:05 p.m. ET Thursday. The question is why? And the answer appears to be: "Drone Dominance" -- or rather the lack thereof. Continue reading
$10 a share. $9 a share. $8. Lower. For the past three trading days, space-and-defense stock Redwire (NYSE: RDW) has gone nowhere but down, losing more than 20% of its market capitalization in total -- including an 11% loss through 12:05 p.m. ET Thursday. The question is why? And the answer appears to be: "Drone Dominance" -- or rather the lack thereof. Continue reading
We are all guilty of pulling out our phones and doomscrolling through stressful headlines or mindnumbing videos when we should be doing anything else. We know it's bad, but we still do it because it's hard to resist when much of our time is spent living and working on our devices. And even though we understand that we'd be better off with less screen time, our extremely online society doesn't exac...
We are all guilty of pulling out our phones and doomscrolling through stressful headlines or mindnumbing videos when we should be doing anything else. We know it's bad, but we still do it because it's hard to resist when much of our time is spent living and working on our devices. And even though we understand that we'd be better off with less screen time, our extremely online society doesn't exactly encourage that kind of healthy behavior. These are some of the familiar ideas at work in Good Luck, Have Fun, Don't Die , director Gore Verbinski's new sci-fi film about a man's desperate fight to save humanity from an apocalyptic future where m … Read the full story at The Verge.
Another Pair Of Lululemon Leggings Fails The Squat Test KeyBanc Capital Markets analysts, led by Ashley Owens, say Lululemon Athletica is back in the crosshairs on Reddit after another leggings line sparked see-through outrage on social media. The note follows last month's " Get Low " backlash, when the brand was forced into damage-control mode after Redditors raged about similar issues. Owens sai...
Another Pair Of Lululemon Leggings Fails The Squat Test KeyBanc Capital Markets analysts, led by Ashley Owens, say Lululemon Athletica is back in the crosshairs on Reddit after another leggings line sparked see-through outrage on social media. The note follows last month's " Get Low " backlash, when the brand was forced into damage-control mode after Redditors raged about similar issues. Owens said a version of Lululemon's leggings, the "scattered heart print," was called out by some Redditors for being, as they described it, see-through when bending and squatting. A top Redditor who goes by " persimmoncove " on the Lululemon subreddit said the scattered heart print did not pass the squat test. Persimmoncove stated: Sadly, the shorts and leggings are completely see-through in the squat test. I thought about it for a while and considered keeping the leggings and making sure to wear non-slip dark underwear with them, but after trying to convince myself it would work, I realized I wouldn't be able to stop thinking about it. The shorts are more see-through than the leggings, so those earned an immediate spot in the return pile. It's really a shame because the print is so freaking cute and I really liked the fit. Fortunately, the bras don't have any of the issues the bottoms do, so I'll be keeping both of them. This is a rare case where I wish they had just double-lined them. Shares have fallen about 16% since the Get Low controversy broke out mid-last month. Last month, amid the Get Low leggings debacle, founder Chip Wilson blasted the company's board for transforming the athletic-apparel brand "from being a leader in the category to, honestly, a bit of a follower." Tyler Durden Thu, 02/12/2026 - 12:45
zhudifeng/iStock Editorial via Getty Images Cisco Systems, Inc.'s ( CSCO ) fiscal Q2 2026 earnings release was not well-received by investors, in spite of the strong revenue growth and the expected strong demand in the company's networking segment. Guidance for the upcoming quarter also did not disappoint as far as revenue growth is concerned, but margins tell a different story. The quarterly divi...
zhudifeng/iStock Editorial via Getty Images Cisco Systems, Inc.'s ( CSCO ) fiscal Q2 2026 earnings release was not well-received by investors, in spite of the strong revenue growth and the expected strong demand in the company's networking segment. Guidance for the upcoming quarter also did not disappoint as far as revenue growth is concerned, but margins tell a different story. The quarterly dividend was increased , and this sends a strong signal of Cisco's anticipated cash flow stability. All that was not enough to appease investors, and the stock is down by roughly 10% in the early trading hours. If we zoom out, over the past year CSCO is still up by 23%, but as we can see on the graph below, this is largely due to broader market movements within the technology space. It was over the past month or so when CSCO's performance broke away from that of the Nasdaq Composite Index and its stock price skyrocketed. This short-term outperformance, however, is now being questioned after the release of the Q2 report. Data by YCharts What's also worth noting is that the very recent jump in CSCO's share price was not accompanied by higher trading volume, which signals a lack of investor conviction. Data by YCharts All in all, CSCO's recent outperformance appears to be largely narrative-driven as the company makes a stronger push into the artificial intelligence (AI) space with its networking chip (more on that later). This puts enormous pressure on Cisco's management to deliver outstanding results - both on growth and margins—and thus even the relatively good second Q2 report came as a disappointment. Robust Growth One major thing that the Q2 2026 report achieved was to dispel any fears that Cisco's growth is slowing down to single-digit rates. Total revenue grew at 10% on a year-on-year basis, which was a step up from the 8% growth rate in the prior two 3-month periods. prepared by the author, using data from SEC Filings As expected, the Networking segment is the one doing th...