After this latest deluge of details to drop in the last few days, Downing Street has sought to be on the front foot: volunteering on the record statements marking each new development, and now seeking to pre-empt a Conservative attempt to squeeze from ministers details of the vetting process prior to Lord Mandelson's appointment to the Washington job.
After this latest deluge of details to drop in the last few days, Downing Street has sought to be on the front foot: volunteering on the record statements marking each new development, and now seeking to pre-empt a Conservative attempt to squeeze from ministers details of the vetting process prior to Lord Mandelson's appointment to the Washington job.
Passersby stopped Thailand ’s former prime minister Abhisit Vejjajiva every now and again to ask for selfies as the salt-and-pepper-haired leader walked through a bustling market in Bangkok, campaigning for general elections on Sunday. “Good to see you again, still handsome just like before,” said one noodle vendor, reflecting voters’ persisting warm feelings for the Oxford-trained economist, wh...
Passersby stopped Thailand ’s former prime minister Abhisit Vejjajiva every now and again to ask for selfies as the salt-and-pepper-haired leader walked through a bustling market in Bangkok, campaigning for general elections on Sunday. “Good to see you again, still handsome just like before,” said one noodle vendor, reflecting voters’ persisting warm feelings for the Oxford-trained economist, who is making an unexpected comeback to frontline politics. Abhisit’s return has fuelled a revival of his Democrat Party, reshaping an electoral contest that formerly looked like a three-way tussle among the ruling Bhumjaithai Party , the progressive People’s Party and the populist Pheu Thai Party. Advertisement “I just want to offer a choice and revive the party,” Abhisit, 61, said as he strolled down a major road in the capital, greeting office workers on lunch breaks. “Every time I meet people, they are frustrated with the lack of choice.” Advertisement Government employee Yuttapum Rattanamanee, a voter in the northeast, said he was one of four in his family backing the Democrats again because Abhisit came back to lead the party.
The White House’s top trade official has accused Beijing of “weaponising” its dominance in critical minerals , pledging that the US will use pricing, tariffs, and industrial policy to ensure its entire critical minerals supply chain is in the hands of America and its allies. Speaking at the Centre for Strategic and International Studies in Washington on Tuesday, US Commerce Secretary Howard Lutnic...
The White House’s top trade official has accused Beijing of “weaponising” its dominance in critical minerals , pledging that the US will use pricing, tariffs, and industrial policy to ensure its entire critical minerals supply chain is in the hands of America and its allies. Speaking at the Centre for Strategic and International Studies in Washington on Tuesday, US Commerce Secretary Howard Lutnick said the US needed to mine, process and refine critical minerals , and called on its allies to do the same to “break those chokepoints”. “We need to be capable of building and taking care of ourselves and making sure our allies are building and capable so that we can trust our supply chains,” he said. Advertisement “We’re going to set pricing policy. We’re going to set tariff policy. We’re going to create industrial policy.” Lutnick accused China of dominating various industries through “dumping” – by producing huge amounts of raw materials and then selling finished goods at below market price. Advertisement
Saif al-Islam Gaddafi, the son of Libya’s late long-time ruler, was killed on Tuesday by gunmen who stormed his home in western Libya’s Zintan, his French lawyer Marcel Ceccaldi said. “He was killed today at 2pm ... in Zintan in his home by a four-man commando,” Ceccaldi said. Saif al-Islam, 53, had been seen by some as his father’s successor, despite being targeted by a warrant from the Internati...
Saif al-Islam Gaddafi, the son of Libya’s late long-time ruler, was killed on Tuesday by gunmen who stormed his home in western Libya’s Zintan, his French lawyer Marcel Ceccaldi said. “He was killed today at 2pm ... in Zintan in his home by a four-man commando,” Ceccaldi said. Saif al-Islam, 53, had been seen by some as his father’s successor, despite being targeted by a warrant from the International Criminal Court for alleged crimes against humanity. Advertisement In 2021 he announced he would run for president, but those elections were indefinitely postponed. His adviser, Abdullah Othman Abdurrahim, told Libya’s Al-Ahrar television channel that the four unidentified men had stormed the home before “disabling surveillance cameras, then executed him”. Advertisement It remained unclear who was behind the killing.
Earnings Call Insights: Skyworks Solutions, Inc. (SWKS) Q1 2026 Management View CEO Philip Brace opened the call by addressing the pending combination with Qorvo, emphasizing its "highly strategic and transformative" nature, noting it "brings greater scale, deeper R&D and a broader technology portfolio." Brace stated, "this combination is expected to reduce historical mobile volatility, strengthen...
Earnings Call Insights: Skyworks Solutions, Inc. (SWKS) Q1 2026 Management View CEO Philip Brace opened the call by addressing the pending combination with Qorvo, emphasizing its "highly strategic and transformative" nature, noting it "brings greater scale, deeper R&D and a broader technology portfolio." Brace stated, "this combination is expected to reduce historical mobile volatility, strengthen our competitive position, enhance our broad market capabilities and expand our TAM in the defense and aerospace, while creating a clear path to more than $500 million of synergies over time." He also referenced the financial expectations, stating, "We expect to achieve healthy gross margin through the cycles in the 50% to 55% range, supported by significant operating leverage and enhanced earnings power." The CEO highlighted that integration is progressing with regulatory filings complete and a shareholder vote scheduled, reiterating a target to close the transaction in early 2027. Turning to operations, Brace stated, "Skyworks delivered strong results, exceeding the high end of our guidance, driven by upside in both mobile and broad markets." He cited $1.04 billion in revenue, $1.54 in EPS, $339 million in free cash flow, and $106 million in dividends paid. Brace noted "Broad markets remains a key growth engine for the company, growing faster than the corporate average" with edge, IoT, data center, and automotive flagged as standout segments. CFO Philip Carter reported, "Skyworks delivered revenue of $1.035 billion, exceeding the high end of our guidance range... Broad markets also outperformed expectations, growing 4% sequentially and 11% year-over-year, driven by growth across edge IoT, data center and cloud infrastructure and automotive." Carter outlined a gross margin of 46.6%, operating income of $252 million, and free cash flow of $339 million. Outlook Carter provided guidance for Q2 fiscal 2026, stating, "we expect revenue to range between $875 million to $925 mill...
Earnings Call Insights: Carlisle Companies (CSL) Q4 2025 Management View CEO D. Koch stated that for the full year 2025, Carlisle delivered $5 billion in revenue, adjusted EPS of $19.40, adjusted EBITDA margins of 24.4%, and ROIC of approximately 25%. Koch also emphasized, "We remain convinced that driving adjusted EPS to $40 per share and maintaining ROIC above 25% as contemplated under Vision 20...
Earnings Call Insights: Carlisle Companies (CSL) Q4 2025 Management View CEO D. Koch stated that for the full year 2025, Carlisle delivered $5 billion in revenue, adjusted EPS of $19.40, adjusted EBITDA margins of 24.4%, and ROIC of approximately 25%. Koch also emphasized, "We remain convinced that driving adjusted EPS to $40 per share and maintaining ROIC above 25% as contemplated under Vision 2030 are the right long-term goals to maximize value creation for our shareholders." Koch highlighted that free cash flow was $972 million, representing free cash flow margins of 19.4%. He noted, "We repurchased $1.3 billion of Carlisle shares in 2025" and returned $181 million through dividends, marking the 49th consecutive annual dividend increase. The CEO stressed the company's resilient position, focusing on the "nondiscretionary need to maintain, upgrade or repurpose North America's vast and aging nonresidential building stock," with reroofing accounting for about 70% of CCM's business. Koch described the innovation agenda, including increased R&D investments to 3% of sales under Vision 2030 and a goal that 25% of revenue will come from products five years old or younger by 2030. He mentioned recent product launches such as ThermoThin 7 polyiso insulation and a temperature-sensing adhesive gun, noting, "Early feedback from this market launch has been outstanding." The company’s five core pillars were outlined: operational excellence through the Carlisle Operating System (COS), the Carlisle Experience, innovation, disciplined acquisitions, and talent management, including the recent appointment of Jason Taylor as President of CCM. CFO Kevin Zdimal reported, "We generated fourth quarter consolidated revenues of $1.1 billion, an increase of 0.4% compared to the prior year." Adjusted EBITDA for the quarter was $249 million, with an adjusted EBITDA margin of 22.1%. Outlook Koch reaffirmed Vision 2030 targets of $40 adjusted EPS and more than 25% ROIC, driven by "low to mid-si...
Earnings Call Insights: Varonis Systems (VRNS) Q4 2025 Management View CEO Yakov Faitelson highlighted the continued momentum in Varonis’ SaaS business, noting: "In Q4, SaaS ARR was $638.5 million or 86% of total ARR. Q4 SaaS ARR increased 32% year-over-year, excluding the impact of conversion and total ARR increased 16% year-over-year to $745.4 million." Faitelson emphasized the strategic decisio...
Earnings Call Insights: Varonis Systems (VRNS) Q4 2025 Management View CEO Yakov Faitelson highlighted the continued momentum in Varonis’ SaaS business, noting: "In Q4, SaaS ARR was $638.5 million or 86% of total ARR. Q4 SaaS ARR increased 32% year-over-year, excluding the impact of conversion and total ARR increased 16% year-over-year to $745.4 million." Faitelson emphasized the strategic decision to end-of-life the self-hosted platform and transition to a 100% SaaS model by the end of 2026. He explained, "Our decision to end-of-life our self-hosted platform was a catalyst that caused many of our remaining self-hosted customers to convert to SaaS. We converted approximately $65 million or 1/3 of our remaining non-SaaS ARR in the quarter and believe that between $50 million to $75 million of the remaining self-hosted customers will convert by the end of the year." The company also announced the acquisition of AllTrue, an AI security company, which Faitelson described as strengthening Varonis’ ability to protect enterprises from emerging AI risks and extending the platform to secure all AI systems and the data powering them. CFO Guy Melamed stated, "SaaS ARR was $638.5 million or 86% of total ARR and SaaS ARR increased 32% year-over-year when excluding the impact of conversion. We are proud of our record number of ARR conversions in Q4, which totaled approximately $65 million, including the uplift." Melamed further disclosed, "In 2025, ARR from new customers was approximately $80 million. We ended the year with approximately 6,400 subscription customers, which grew 14% year-over-year. Our dollar-based net retention rate for SaaS customers was 110% at the end of 2025." Outlook For 2026, Varonis projects total SaaS ARR of $805 million to $840 million, representing growth of 26% to 32%. SaaS ARR growth, excluding conversions, is expected to be 18% to 20%. Melamed said, "For the full year 2026, we expect total SaaS ARR of $805 million to $840 million, representing growth...
Usually diversity is a sign of a healthy and resilient business. But for the folks on Wall Street, the breadth of AMD's portfolio is a bug, not a feature – one that sent the House of Zen's share price down by more than eight percent in after hours trading on Tuesday. AMD’s scrip slipped despite the company delivering solid Q4 results, with net income surging 213 percent to $1.5 billion on revenues...
Usually diversity is a sign of a healthy and resilient business. But for the folks on Wall Street, the breadth of AMD's portfolio is a bug, not a feature – one that sent the House of Zen's share price down by more than eight percent in after hours trading on Tuesday. AMD’s scrip slipped despite the company delivering solid Q4 results, with net income surging 213 percent to $1.5 billion on revenues that grew 34 percent year-over-year to reach $10.27 billion. Datacenter and client products both delivered revenue growth, at 39 and 37 percent to $5.4 billion and $3.9 billion respectively. By comparison, the company's embedded gains were far more modest, with FPGA sales up about three percent for the quarter. The company forecast revenue will dip to $9.8 billion for Q1 of FY 2026. That figure will represent 32 percent growth, and reflect seasonal weakness in its PC, gaming, and embedded divisions that will offset growing datacenter and AI revenue. The result is a bit of a catch-22 for AMD. On one hand, the seasonal decline means its datacenter division is doing most of the heavy lifting at a time when fears of an AI bubble are at an all-time high. On the other, AMD's Q1 growth trajectory could have been even stronger if the rest of the company weren't weighing it down. Yet a seasonal dip is nothing nasty for AMD, because PC sales tend to dry up following the holiday season. Meanwhile, demand for AMD's semi-custom chips used in Microsoft's Xbox and Sony's PlayStation have all but dried up because it’s been years since the gaming giants released new consoles. One phenomenon that could complicate things for AMD headed into the 2026 fiscal year is the ongoing memory shortage. Over the past few months memory prices have more than tripled, with analysts this week warning prices could double again in the first quarter. Despite this, CEO Lisa Su remains confident AMD can grow its PC business in 2025 by prioritizing the enterprise and high-end PC segments. "Our focus areas are en...
Nvidia reports its quarterly results on Feb. 25, and all signs so far are pointing to a great quarter. Nvidia (NVDA 2.82%) is, by far, the dominant maker of artificial intelligence (AI) chips and related technology. Indeed, the AI revolution is largely being fueled by the company's AI-enabling hardware, software, and tools. So, when large companies in the AI space report powerful demand for their ...
Nvidia reports its quarterly results on Feb. 25, and all signs so far are pointing to a great quarter. Nvidia (NVDA 2.82%) is, by far, the dominant maker of artificial intelligence (AI) chips and related technology. Indeed, the AI revolution is largely being fueled by the company's AI-enabling hardware, software, and tools. So, when large companies in the AI space report powerful demand for their AI-related products, this is a positive for Nvidia. That's because these companies are almost always Nvidia partners and/or customers – directly or indirectly. This is the case with both Palantir Technologies (PLTR +6.75%) and Teradyne (TER +13.41%), which both reported great fourth-quarter results after the market close on Monday. Both stocks had substantial gains on Tuesday. Palantir's quarterly results Palantir is an AI-powered data analytics company serving both government and commercial customers, and its growth – which was already powerful – accelerated in the quarter. It's an Nvidia partner and incorporates Nvidia's graphics processing units (GPUs) and other tech into its AI-driven platform. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 6.75 %) $ 9.97 Current Price $ 157.73 Key Data Points Market Cap $352B Day's Range $ 153.13 - $ 165.06 52wk Range $ 66.12 - $ 207.52 Volume 4.5M Avg Vol 45M Gross Margin 80.81 % In the fourth quarter, Palantir's revenue soared 70% year over year to $1.41 billion. Growth was driven by U.S. commercial revenue skyrocketing 137% to $507 million and U.S. government revenue jumping 66% to $570 million. Adjusted earnings per share (EPS) surged 79% to 0.25. Moreover, management provided 2026 revenue guidance of 61% annual growth. The quarter's results and guidance easily beat Wall Street's estimates. Palantir stock jumped 6.8% on Tuesday. Teradyne's quarterly results Teradyne's largest business is making testing equipment for semiconductors (or chips). Management attributed its robust results to strong demand for AI-related chip...