Twilio press release ( TWLO ): Q4 Non-GAAP EPS of $1.33 beats by $0.10 . Revenue of $1.37B (+15.1% Y/Y) beats by $50M . Full Year 2025 Financial Highlights Revenue of $5.07 billion, up 14% year-over-year. Organic revenue growth of 13% year-over-year. GAAP income from operations of $157.8 million, compared with GAAP loss from operations of $53.7 million for the full year 2024. Non-GAAP income from ...
Twilio press release ( TWLO ): Q4 Non-GAAP EPS of $1.33 beats by $0.10 . Revenue of $1.37B (+15.1% Y/Y) beats by $50M . Full Year 2025 Financial Highlights Revenue of $5.07 billion, up 14% year-over-year. Organic revenue growth of 13% year-over-year. GAAP income from operations of $157.8 million, compared with GAAP loss from operations of $53.7 million for the full year 2024. Non-GAAP income from operations of $924.0 million, compared with non-GAAP income from operations of $714.4 million for the full year 2024. Non-GAAP net income per share attributable to common stockholders, diluted, of $4.89 based on 159.8 million non-GAAP weighted average shares outstanding, compared with non-GAAP net income per share attributable to common stockholders, diluted, of $3.67 based on 169.2 million non-GAAP weighted average shares outstanding in the full year 2024. Dollars and shares in millions, except per share amounts Q1 2026Guidance Revenue $1,335 - $1,345 vs consensus of $1.29B Y/Y Revenue Growth 14% - 15% Y/Y Organic Revenue Growth 10% - 11% Non-GAAP income from operations $240 - $250 Non-GAAP diluted earnings per share (1) $1.21 - $1.26 vs consensus of $1.24 Non-GAAP weighted average diluted shares outstanding 158 Click to enlarge Shares -3.09% AH.
shih-wei Wall Street traded lower on Thursday as investors shunned tech and shifted to secular safety sectors such as real estate, utilities, and consumer staples. The blue-chip Dow ( DJI ) ended lower by -1.3%. At the same time, the benchmark S&P 500 ( SP500 ) moved down -1.5%, and the tech-focused Nasdaq Composite ( COMP:IND ) handed back -2%. "Another day of AI disruption, as headlines are crea...
shih-wei Wall Street traded lower on Thursday as investors shunned tech and shifted to secular safety sectors such as real estate, utilities, and consumer staples. The blue-chip Dow ( DJI ) ended lower by -1.3%. At the same time, the benchmark S&P 500 ( SP500 ) moved down -1.5%, and the tech-focused Nasdaq Composite ( COMP:IND ) handed back -2%. "Another day of AI disruption, as headlines are creating havoc across the board, this time with an emphasis on office real estate and companies in the truck brokerage industry,” Seeking Alpha analyst Leo Nelissen said. Nelissen went on to add that “although I do not see material damage to the sustainability of the stock market, it shows that AI has turned the S&P 500 into a minefield for stock pickers, as nothing seems to be safe from AI disruption anymore.” Rapid technological disruption is reshaping competitive dynamics across industries, making it increasingly difficult to identify businesses that are insulated from change. From software and media to healthcare and industrials, few sectors appear immune, and even established market leaders face the risk of having their models challenged or margins compressed. More on markets From growth to value: 2026 market rotation redefines leadership What Will Drive The S&P 500 Over 7,000? Recession odds fade according to prediction markets Cantor Fitzgerald sees bitcoin washout setting the stage for a stronger rebound Magnificent 7 in overdrive: ProShares seeks approval for new 3X leveraged ETF
In this article NFLX WBD PSKY Follow your favorite stocks CREATE FREE ACCOUNT Thomas Fuller | Lightrocket | Getty Images Paramount Skydance is eyeing a prominent hedge fund manager and investor in Warner Bros Discovery to run for a seat on the media company's board to try and scuttle its proposed tie-up with Netflix . Paramount is holding discussions with Matthew Halbower , the founder of Pentwat...
In this article NFLX WBD PSKY Follow your favorite stocks CREATE FREE ACCOUNT Thomas Fuller | Lightrocket | Getty Images Paramount Skydance is eyeing a prominent hedge fund manager and investor in Warner Bros Discovery to run for a seat on the media company's board to try and scuttle its proposed tie-up with Netflix . Paramount is holding discussions with Matthew Halbower , the founder of Pentwater Capital Management, to be a potential director-candidate later this year if the company pursues a board fight at Warner Bros, he confirmed to Reuters. Pentwater is the seventh-largest investor in Warner Bros with about 50 million shares. News that Halbower, who has expressed support for Paramount's bid to buy Warner Bros, might be a candidate was first reported by the Financial Times. It also signals a further escalation of tensions after another hedge fund, Ancora Holdings, which said it has established a position in Warner Bros, voiced disapproval of the Netflix deal and might run its own proxy contest. Halbower said that neither he nor Paramount has made a final decision on his appointment. "I want the board of Warner Bros to exercise their fiduciary duties and negotiate with Paramount," he said in an interview. "If they're exercising their fiduciary responsibilities, then there's no need for me to go on the board." The FT report had said that Paramount is planning to nominate enough directors to overturn a majority of Warner Bros' 14-person board. The list of nominees was still being drafted. Paramount Skydance declined to comment, while Warner Bros and Netflix did not immediately respond to Reuters' requests for comment. watch now VIDEO 5:18 05:18 Halbower's letter to WBD: Netflix merger has greater regulatory risk than Paramount merger Squawk on the Street Halbower had in January told Warner Bros Chairman Samuel DiPiazza in a letter that the board "breached its fiduciary duty" to shareholders by rejecting Paramount's offer out of hand, saying it was a better...
Expedia Group Inc. fourth-quarter revenue rose at its fastest pace in three years on the back of still-resilient US travel demand. Revenue expanded 11% as travelers booked trips further out in advance and for longer. This was its strongest quarterly growth since 2023 and surpassed analysts’ projection of a 7% rise. The online travel company is also expected to benefit from a major sporting competi...
Expedia Group Inc. fourth-quarter revenue rose at its fastest pace in three years on the back of still-resilient US travel demand. Revenue expanded 11% as travelers booked trips further out in advance and for longer. This was its strongest quarterly growth since 2023 and surpassed analysts’ projection of a 7% rise. The online travel company is also expected to benefit from a major sporting competition and historical commemorations in the US. “Events are something that drives demand, so we’ve got a big year in the US with the World Cup, the 250th anniversary,” Chief Executive Officer Ariane Gorin said in an interview. The Seattle-based company’s first-quarter revenue and gross bookings views also topped Wall Street estimates. The Vrbo owner’s full-year outlook were in line at the midpoint. Travel demand remains resilient this year, with cruise operators reporting increased bookings and rising repeat customers, signs that consumers continue to prioritize vacations. The strength, highlighted by Royal Caribbean Cruises Ltd. and Carnival Corp.’s upbeat outlooks and expansion plans, reinforces a constructive backdrop for online travel platforms such as Expedia as leisure spending holds firm. The shares fell as much as 8.6% in post-market trading. The stock is down 20% this year through Thursday’s close as large language models such as ChatGPT are viewed as a potential threat to online travel agencies because they could reduce reliance on traditional search channels. That could cut into traffic and pressure long-term growth, Bloomberg Intelligence analyst Nicole D’Souza said in a note last week. Despite investor concerns, the Hotels.com owner sees it as a way to expose more travelers to its products. “As people are searching in these new AI experiences like ChatGPT or Gemini and Google, that’s a new opportunity for us to bring travelers into our ecosystem,” Gorin said.
Pinterest Inc. shares fell more than 20% after the company projected current-quarter sales that fell short of Wall Street estimates, just weeks after announcing layoffs and a pivot toward artificial intelligence products. First-quarter revenue is expected to be $951 million to $971 million, the search and discovery company said Thursday. The range was lower than the average analyst estimate of $98...
Pinterest Inc. shares fell more than 20% after the company projected current-quarter sales that fell short of Wall Street estimates, just weeks after announcing layoffs and a pivot toward artificial intelligence products. First-quarter revenue is expected to be $951 million to $971 million, the search and discovery company said Thursday. The range was lower than the average analyst estimate of $981 million, according to data compiled by Bloomberg. Pinterest also reported slightly lower-than-expected holiday quarter sales. Revenue was $1.32 billion for the period ended Dec. 31. Analysts were expecting revenue of $1.33 billion, according to data compiled by Bloomberg. Shares fell as much as 22% in after-hours trading Thursday, after closing at $18.54. Pinterest is down more than 28% so far this year. Pinterest laid off hundreds of workers in late January, citing a shift in priorities to focus more extensively on AI products. The company makes almost all of its revenue from advertising, and has leaned into its role as a visual search engine to help people find inspiration for topics like fashion and home improvement. Pinterest said it facilitates more than 80 billion monthly searches on its platform, and recently launched “Pinterest Assistant,” marketed as the first AI-powered, visual-first collaborator for online shopping. Its business has also been impacted by the Trump administration’s trade policies, and warned in November that tariffs for the the home furnishings category could affect revenue. “User growth is steady, but the bigger question is whether it can extract more value from planners who arrive with intent, budgets, and timelines in hand,” wrote Emarketer senior director Jeremy Goldman. He projects ad growth to accelerate in 2026 compared to last year, but added that “Pinterest’s trajectory hinges on proving that high-intent discovery can drive that momentum without relying on a surge in new users.” Pinterest has also made two key business hires since the s...
Cohu press release ( COHU ): Q4 Non-GAAP EPS of -$0.15 misses by $0.21 . Revenue of $122.2M (+29.9% Y/Y) in-line. Full year 2025 revenue of $453.0 million, up 13% year-over-year Full year 2025 gross margin of 42.7%; non-GAAP gross margin of 43.3% More on Cohu Cohu, BE Semiconductor upgraded by Needham on HBM momentum Seeking Alpha’s Quant Rating on Cohu Historical earnings data for Cohu Financial ...
Cohu press release ( COHU ): Q4 Non-GAAP EPS of -$0.15 misses by $0.21 . Revenue of $122.2M (+29.9% Y/Y) in-line. Full year 2025 revenue of $453.0 million, up 13% year-over-year Full year 2025 gross margin of 42.7%; non-GAAP gross margin of 43.3% More on Cohu Cohu, BE Semiconductor upgraded by Needham on HBM momentum Seeking Alpha’s Quant Rating on Cohu Historical earnings data for Cohu Financial information for Cohu
In this article ABNB Follow your favorite stocks CREATE FREE ACCOUNT Dado Ruvic | Reuters Shares of Airbnb sank 3% in extended trading on Thursday after the company reported fourth-quarter results that missed analysts' earnings expectations. Here's how the company did based on analysts' estimates compiled by LSEG: Earnings per share: 56 cents vs. 66 cents expected Revenue: $2.78 billion vs. $2.72 ...
In this article ABNB Follow your favorite stocks CREATE FREE ACCOUNT Dado Ruvic | Reuters Shares of Airbnb sank 3% in extended trading on Thursday after the company reported fourth-quarter results that missed analysts' earnings expectations. Here's how the company did based on analysts' estimates compiled by LSEG: Earnings per share: 56 cents vs. 66 cents expected Revenue: $2.78 billion vs. $2.72 billion expected For the current period, Airbnb said it expects to report revenue of $2.59 billion to $2.63 billion. Analysts were expecting $2.53 billion for the period, according to LSEG. The company said it expects full-year revenue growth of "at least low double digits." Analysts were expecting 10.2% growth. For the fourth quarter, revenue increased 12% from $2.48 billion during the same period last year . Airbnb has beat Wall Street's revenue expectations for 20 of the past 21 quarters, according to FactSet. The company reported net income of $341 million, or 56 cents per share, down from $461 million, or 73 cents per share, a year earlier. Airbnb attributed the lower figure to $90 million of non-income tax matters and planned investments in new growth and policy initiatives, according to a release. Airbnb said it finished 2025 with "strong momentum," and that its results reflect the strength of its core business. The company connects users who are willing to rent out their homes with travelers who are looking for places to stay. The company reported 121.9 million nights and seats booked, up 10% from a year ago and above the 117.6 million expected by StreetAccount. Gross booking value, which Airbnb uses to report host earnings, service fees, cleaning fees and taxes, totaled $20.4 billion in the fourth quarter, up 16% year over year. That figure is above the $19.4 billion expected by analysts polled by StreetAccount. Airbnb reported adjusted EBITDA — earnings before interest, taxes, depreciation and amortization — of $786 million during the period. Last month, Airbnb an...
Thomas Michaud, Keefe Bruyette & Woods president and CEO, discusses the recent selloff in AI-related stocks and the outlook for consolidation in the banking industry on "Bloomberg The Close." (Source: Bloomberg)
Thomas Michaud, Keefe Bruyette & Woods president and CEO, discusses the recent selloff in AI-related stocks and the outlook for consolidation in the banking industry on "Bloomberg The Close." (Source: Bloomberg)
Arista Networks press release ( ANET ): Q4 Non-GAAP EPS of $0.82 beats by $0.06 . Revenue of $2.49B (+29.0% Y/Y) beats by $100M . For the first quarter of 2026, we expect: Revenue of approximately $2.6 billion vs $2.46B consensus Non-GAAP gross margin between approximately 62-63%; and Non-GAAP operating margin of approximately 46%. More on Arista Networks Arista Networks: A Wonderful Company At A ...
Arista Networks press release ( ANET ): Q4 Non-GAAP EPS of $0.82 beats by $0.06 . Revenue of $2.49B (+29.0% Y/Y) beats by $100M . For the first quarter of 2026, we expect: Revenue of approximately $2.6 billion vs $2.46B consensus Non-GAAP gross margin between approximately 62-63%; and Non-GAAP operating margin of approximately 46%. More on Arista Networks Arista Networks: A Wonderful Company At A Not-So-Fair Price Arista Networks: The AI Networking Growth Engine Arista Networks: AI Is Not Enough Anymore, Execution Matters Arista Networks Q4 Preview: Analysts bullish ahead of results as earnings seen rising 17% Earnings week ahead: F, KO, CSCO, SHOP, MCD, BP, AMAT, COIN, MRNA, ROKU, and more
Hercules Capital press release ( HTGC ): Q4 Total Gross Debt and Equity Commitments of $1.06 Billion, an Increase of 70.8% Year-over-Year Q4 2025 NII of $0.48 per Share provides 120% Coverage of the Base Cash Distribution Conservative Balance Sheet Management with Net Leverage of 101.8% and Net Regulatory Leverage of 86.0% (1) Inclusive of the Adviser Funds Advised by Hercules Adviser LLC, its Who...
Hercules Capital press release ( HTGC ): Q4 Total Gross Debt and Equity Commitments of $1.06 Billion, an Increase of 70.8% Year-over-Year Q4 2025 NII of $0.48 per Share provides 120% Coverage of the Base Cash Distribution Conservative Balance Sheet Management with Net Leverage of 101.8% and Net Regulatory Leverage of 86.0% (1) Inclusive of the Adviser Funds Advised by Hercules Adviser LLC, its Wholly-owned Subsidiary, Hercules had over $1.0 Billion of Available Liquidity as of Year End Announced a New Supplemental Cash Distribution for 2026 of $0.28 per Share, Payable over Four Quarters Undistributed Earnings Spillover of $149.9 Million, or $0.82 (2) per Ending Shares Outstanding Approximately $5.7 Billion of Assets Under Management, an Increase of 20.5% Year-over-Year Shares -1.89% . More on Hercules Capital Hercules Capital: Why I Am Buying The Liberation Day-Like Collapse On Overblown AI Panic Hercules Capital: 7 Reasons Why This Is The Top BDC For 2026 Hercules Capital: A BDC That Ticks The Boxes For Retirement Income Hercules Capital Q4 2025 Earnings Preview Hercules Capital prices $300 million notes offering due 2029
Ultragenyx Pharmaceutical press release ( RARE ): Q4 GAAP EPS of -$1.29 misses by $0.16 . Revenue of $207M (+25.5% Y/Y) beats by $5.14M . 2026 revenue guidance Total revenues, excluding potential revenue from new product launches, in the range of $730 million to $760 million, an increase of 8% to 13% compared to 2025 Crysvita revenue in the range of $500 million to $520 million, reflecting growing...
Ultragenyx Pharmaceutical press release ( RARE ): Q4 GAAP EPS of -$1.29 misses by $0.16 . Revenue of $207M (+25.5% Y/Y) beats by $5.14M . 2026 revenue guidance Total revenues, excluding potential revenue from new product launches, in the range of $730 million to $760 million, an increase of 8% to 13% compared to 2025 Crysvita revenue in the range of $500 million to $520 million, reflecting growing underlying global demand partially offset by expected timing of ordering patterns in Brazil Dojolvi revenue in the range of $100 million to $110 million More on Ultragenyx Pharmaceutical Ultragenyx: From Bone To Brain, Capitulation Creates A Free Option On The Neuro Pipeline Ultragenyx Pharmaceutical Inc. (RARE) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Ultragenyx: Why I'm Selling The Osteogenesis Imperfecta Dip Ultragenyx Pharmaceutical Q4 2025 Earnings Preview Ultragenyx releases new data on Sanfilippo syndrome gene therapy
Airbnb press release ( ABNB ): Q4 GAAP EPS of $0.56 misses by $0.10 . Revenue of $2.78B (+12.1% Y/Y) beats by $70M . Q1 2026¦ We expect to generate revenue of $2.59 billion to $2.63 billion vs $2.53B consensus, representing year-over-yeargrowth of 14% to 16%, inclusive of an approximate three point foreign exchange tailwind afterfactoring in our hedging program. We expect our implied take rate in ...
Airbnb press release ( ABNB ): Q4 GAAP EPS of $0.56 misses by $0.10 . Revenue of $2.78B (+12.1% Y/Y) beats by $70M . Q1 2026¦ We expect to generate revenue of $2.59 billion to $2.63 billion vs $2.53B consensus, representing year-over-yeargrowth of 14% to 16%, inclusive of an approximate three point foreign exchange tailwind afterfactoring in our hedging program. We expect our implied take rate in Q1 2026 to be up slightlyyear-over-year.¦ We expect GBV to increase in the low teens year-over-year, driven by high-single-digit growthin Nights and Seats Booked and a moderate increase in ADR due to price appreciation and FX.¦ We expect Adjusted EBITDA Margin to be approximately flat year-over-year. Shares -3% . More on Airbnb Airbnb: Hotel Expansion Is Promising, But The Valuation Leaves Little Room For Error Airbnb Suffers From Premium Valuations And Maturing Growth - Mixed Return Prospects Airbnb: Very Few Reasons To Expect A 2026 Re-Rating What to expect from Airbnb's Q4 print Ultra-luxury hotels push prices to records as wealthy travelers keep spending
According to an SEC filing dated Feb. 10, 2026, Nuance Investments, LLC increased its holdings in Lindsay Corporation (NYSE:LNN) by 133,190 shares during the fourth quarter of 2025. The estimated transaction value was $16.03 million, calculated using the average share price over the quarter. The fund’s quarter-end position in Lindsay Corporation totaled 178,571 shares, with a valuation change of $...
According to an SEC filing dated Feb. 10, 2026, Nuance Investments, LLC increased its holdings in Lindsay Corporation (NYSE:LNN) by 133,190 shares during the fourth quarter of 2025. The estimated transaction value was $16.03 million, calculated using the average share price over the quarter. The fund’s quarter-end position in Lindsay Corporation totaled 178,571 shares, with a valuation change of $14.67 million attributable to both trading activity and price movement. This buy raised the Lindsay Corporation position to 2.32% of Nuance Investments, LLC’s 13F reportable assets under management as of Dec. 31, 2025. As of Feb. 10, 2026, shares of Lindsay Corporation were priced at $134.89, up 5.23% over the past year, underperforming the S&P 500 by 9 percentage points. Continue reading
Earnings Call Insights: Gates Industrial Corporation plc (GTES) Q4 2025 Management View CEO Ivo Jurek highlighted that Gates "delivered solid results in 2025," noting nearly 1% core growth and record adjusted earnings metrics despite challenging end markets. He emphasized, "Our secular growth drivers are accelerating with Personal Mobility business exceeding 25% core growth in 2025 and our data ce...
Earnings Call Insights: Gates Industrial Corporation plc (GTES) Q4 2025 Management View CEO Ivo Jurek highlighted that Gates "delivered solid results in 2025," noting nearly 1% core growth and record adjusted earnings metrics despite challenging end markets. He emphasized, "Our secular growth drivers are accelerating with Personal Mobility business exceeding 25% core growth in 2025 and our data center business growing 4x compared to 2024." Jurek announced a significant share repurchase, stating, "We returned capital to shareholders via share repurchases and were aggressive during the fourth quarter, repurchasing over $100 million of our shares at an attractive valuation." Jurek described a "structurally improved business" and signaled optimism for 2026, citing a book-to-bill ratio "nicely above 1x" and sustained positive order trends in January. He also noted the successful launch of the Enterprise Resource Planning (ERP) system in Europe. CFO L. Mallard stated, "Our free cash flow conversion was 238% of adjusted net income for the fourth quarter, which brought our full year 2025 free cash flow conversion to 92%. Our net leverage ratio declined to 1.85x at the end of the year which was over a 0.3 turns improvement relative to year-end 2024." Mallard also referenced a credit upgrade: "In December, S&P upgraded our credit rating to BB from BB- with a stable outlook." Outlook Gates projects core sales to grow between 1% and 4% in 2026. Initial adjusted EBITDA guidance is set in the range of $775 million to $835 million, with an adjusted EBITDA margin expected to be up slightly year-over-year at the midpoint. The company noted, "We are incurring costs related to our ERP transition in Europe as well as our footprint optimization initiatives that we anticipate will dampen our adjusted EBITDA margin performance during the first half of the year. Collectively, we estimate the cost will represent about a 100 basis points drag year-over-year on our adjusted EBITDA margin duri...
CLAYTON, Mo., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Perimeter Solutions (NYSE: PRM ) (“Perimeter” or the “Company”), a leading provider of industrial products and services that support critical and complex customer missions across a range of niche applications, announced today it will release its financial results for the fourth quarter and year end 2025 on Thursday, February 26, 2026, before the mark...
CLAYTON, Mo., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Perimeter Solutions (NYSE: PRM ) (“Perimeter” or the “Company”), a leading provider of industrial products and services that support critical and complex customer missions across a range of niche applications, announced today it will release its financial results for the fourth quarter and year end 2025 on Thursday, February 26, 2026, before the market opens.
MINNEAPOLIS, Feb. 12, 2026 (GLOBE NEWSWIRE) -- CVRx, Inc. (NASDAQ: CVRX) ("CVRx"), a commercial-stage medical device company focused on developing, manufacturing and commercializing innovative neuromodulation solutions for patients with cardiovascular diseases, today announced its financial and operating results for the fourth quarter and full year of 2025.
MINNEAPOLIS, Feb. 12, 2026 (GLOBE NEWSWIRE) -- CVRx, Inc. (NASDAQ: CVRX) ("CVRx"), a commercial-stage medical device company focused on developing, manufacturing and commercializing innovative neuromodulation solutions for patients with cardiovascular diseases, today announced its financial and operating results for the fourth quarter and full year of 2025.
REDWOOD CITY, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Rezolute, Inc. (Nasdaq: RZLT) (“Rezolute” or the “Company”), a late-stage rare disease company focused on treating hypoglycemia caused by all forms of hyperinsulinism (HI), today reported financial results and provided a business update for the three months ended December 31, 2025.
REDWOOD CITY, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Rezolute, Inc. (Nasdaq: RZLT) (“Rezolute” or the “Company”), a late-stage rare disease company focused on treating hypoglycemia caused by all forms of hyperinsulinism (HI), today reported financial results and provided a business update for the three months ended December 31, 2025.