*Other Operating Data Consensus Source: Bloomberg More on Tilray Tilray: Big Bet On Beverages (Rating Upgrade) Tilray's Going To Be Great, But For Now It's A Hold Tilray Brands, Inc. (TLRY) M&A Call Transcript Tilray Non-GAAP EPS of $0.02 misses by $0.05, revenue of $206.7M beats by $5.4M Tilray Q3 earnings: What to expect
*Other Operating Data Consensus Source: Bloomberg More on Tilray Tilray: Big Bet On Beverages (Rating Upgrade) Tilray's Going To Be Great, But For Now It's A Hold Tilray Brands, Inc. (TLRY) M&A Call Transcript Tilray Non-GAAP EPS of $0.02 misses by $0.05, revenue of $206.7M beats by $5.4M Tilray Q3 earnings: What to expect
typhoonski/iStock Editorial via Getty Images GFL Environmental ( GFL ) said Wednesday it acquired Frontier Waste Solutions, a vertically integrated network of solid waste assets across 24 sites in Texas; financial terms were not disclosed. Combined with the completion of seven tuck-in acquisitions across multiple geographies YTD, the Frontier acquisition is expected to contribute $425M-$450M in ag...
typhoonski/iStock Editorial via Getty Images GFL Environmental ( GFL ) said Wednesday it acquired Frontier Waste Solutions, a vertically integrated network of solid waste assets across 24 sites in Texas; financial terms were not disclosed. Combined with the completion of seven tuck-in acquisitions across multiple geographies YTD, the Frontier acquisition is expected to contribute $425M-$450M in aggregate annualized revenue, the company said. " The acquisition of Frontier provides a highly complementary set of assets that densifies our footprint and strengthens our presence in the Texas Triangle, one of the fastest-growing regions in the United States," GFL ( GFL ) CEO Patrick Dovigi said. More on GFL Environmental Strategic Pivot Opens Opportunity For Investors In GFL Environmental GFL Environmental Q4 2025 Earnings Call Transcript Historical earnings data for GFL Environmental
Jensen Huang said something that should reframe how you think about Nvidia’s growth story. It did for me. “We gained share the number of customers outside of the clouds. The top five cloud service providers has now grown to 40% of our company’s business. Most people think that most of our business is in the ... Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers
Jensen Huang said something that should reframe how you think about Nvidia’s growth story. It did for me. “We gained share the number of customers outside of the clouds. The top five cloud service providers has now grown to 40% of our company’s business. Most people think that most of our business is in the ... Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers
The French government is “closely monitoring” talks between Pernod Ricard SA and Brown-Forman Corp. about a potential combination, the country’s finance ministry said. The ministry’s comment follows a report from local channel BFMTV that said the future headquarters’ location and the board’s composition were of particular interest. The statement came in response to a Bloomberg News enquiry. “We ho...
The French government is “closely monitoring” talks between Pernod Ricard SA and Brown-Forman Corp. about a potential combination, the country’s finance ministry said. The ministry’s comment follows a report from local channel BFMTV that said the future headquarters’ location and the board’s composition were of particular interest. The statement came in response to a Bloomberg News enquiry. “We hold constant dialog with French public authorities as part of our activities,” a Pernod spokesperson said. “We fully appreciate, as customary, that they are closely monitoring the developments of the ongoing discussions.” Bloomberg News revealed last Thursday that Pernod and Brown-Forman, the owner of Jack Daniel’s whiskey, were in merger talks as the alcoholic drink makers look at ways to combat an industry downturn. The companies confirmed the discussions on Friday. Read More: Pernod Said to Eye Deal for Jack Daniel’s Maker Brown-Forman The French government doesn’t view Pernod as a strategic asset but rather as an important industry player, BFMTV said, citing anonymous sources. The presidency is “annoyed” about not having been informed about the talks ahead of time, according to the report. A combination would bring together top Pernod sellers like Martell Cognac, Jameson Irish Whiskey and Absolut Vodka with Brown-Forman’s whiskeys and brands including Fords Gin and Herradura tequila. It would also unite two families with a long history in the drinks industry in what the companies described as a “merger of equals.”
Intelligent Protection Management ( IPM ) announced a strategic collaboration with MASORI Therapeutics to deliver AI-powered solutions to its customer base, marking a push into AI-enabled enterprise services. The partnership will see IPM act as a hosting and distribution partner for MASORI’s flagship platform, “MASORI GO". This low-code platform aims to enable seamless AI integration into client w...
Intelligent Protection Management ( IPM ) announced a strategic collaboration with MASORI Therapeutics to deliver AI-powered solutions to its customer base, marking a push into AI-enabled enterprise services. The partnership will see IPM act as a hosting and distribution partner for MASORI’s flagship platform, “MASORI GO". This low-code platform aims to enable seamless AI integration into client workflows, speeding up adoption without extensive coding. IPM President Jared Mills highlighted the partnership's goal to boost client efficiency and productivity through cost-effective AI tools. The stock price scaled ~10% higher to $1.68 on Wednesday during pre-market trade. More on Intelligent Protection Management Intelligent Protection Management Corp. (IPM) Q4 2025 Earnings Call Transcript IPM shareholder NewtekOne plans to offload 9M shares Seeking Alpha’s Quant Rating on Intelligent Protection Management Historical earnings data for Intelligent Protection Management Financial information for Intelligent Protection Management
Dougal Waters/DigitalVision via Getty Images I will go straight into it. This is the chart that's reshaping my entire investment strategy: Divye Agarwal It shows that, still today, about 84% of people have yet to even use AI. I was just home for the weekend and met with my parents and their friends. Most of them belong in that category. Despite hearing every day about AI, they still haven't even t...
Dougal Waters/DigitalVision via Getty Images I will go straight into it. This is the chart that's reshaping my entire investment strategy: Divye Agarwal It shows that, still today, about 84% of people have yet to even use AI. I was just home for the weekend and met with my parents and their friends. Most of them belong in that category. Despite hearing every day about AI, they still haven't even tried using it. The reason is that people are stuck in their routines, and old habits take time to change. This proves, in my opinion, that the AI revolution remains underhyped, not overhyped. It has already started to disrupt lots of businesses, and that's with just 16% of people having begun to use it, and most of them are not using it efficiently. Less than 1% of people pay for an AI subscription, and I am willing to bet that the majority of those people are not making the most of it either. What this means is that we are still incredibly early, with 80%+ not using AI at all and 99%+ of people not using it to its full capacity. Despite that, it is already disrupting markets. SaaS companies were the first domino to fall, as these are 100% digital businesses, and AI can easily replicate them with very low resources. It is breaking barriers to entry, and competition is now exploding. Consider that over the past year alone, the number of apps released on the iOS store increased by 50%. That's in just one year! The market is a forward-looking machine, and it knows that if the cost and difficulty of developing new apps and SaaS-like businesses drop significantly, the competition will surge, pricing power will suffer, and this will at minimum lead to lower long-term retention and growth rates for established SaaS companies like Salesforce, Inc. ( CRM ), monday.com Ltd. ( MNDY ), Roper Technologies, Inc. ( ROP ), and Constellation Software, Inc. ( CNSWF ). This explains why they have all been crashing down: Data by YCharts But I want to emphasize again that this is based on 80%+ ...
ozgurdonmaz/iStock Unreleased via Getty Images Introduction Q1 ends with Nike ( NKE ) reporting its Q3 earnings. If you followed along, Nike is a stock I bought in late 2022 but that I then exited, taking advantage of a quick bump up in 2024 . Since my initial investment and now, the company's fundamentals have worsened, partly due to poor choices (for example, betting on D2C and online sales whil...
ozgurdonmaz/iStock Unreleased via Getty Images Introduction Q1 ends with Nike ( NKE ) reporting its Q3 earnings. If you followed along, Nike is a stock I bought in late 2022 but that I then exited, taking advantage of a quick bump up in 2024 . Since my initial investment and now, the company's fundamentals have worsened, partly due to poor choices (for example, betting on D2C and online sales while leaving shelf space to the competitors) and partly because the macroeconomic environment has changed and become more challenging for the company (tariffs, inflationary pressure on consumer discretionary spending, etc.). At the end of Q2 2026, Nike beat estimates, although China kept performing poorly. But my conclusion was that the company was still too expensive while facing margin compression and a weak turnaround narrative, which didn't truly buy me in. Consumer discretionary spending, inflationary pressure, inventory cycle, FX, tariffs, and China are the key economic drivers that we currently have to monitor to understand Nike and detect whether the company's much-awaited turnaround starts. In particular, the real tariff stress test is the company's gross margin, which the company guided to be down by around 200 bps. The relationship with wholesale distributors is also under the light, as are sales in China. Finally, Nike has basically suspended its guidance as the company is quite cautious and just said it expected Q3 revenues to decline low single digits with gross margin compression. Surely, being one of the largest companies in the world that reports a month after the outbreak of the war in Iran, many investors were also ready to listen to Nike's earnings call to feel the pulse of what is currently happening and what could be next for many companies. With this in mind, let's look at the Q3 print. Nike's Q3 FY26 Earnings Review Let's start with the headline numbers : Nike beat revenue estimates by $50M, reporting $11.28B (+0.1% YoY), and EPS estimates by $0.07, rea...
Perimeter Solutions, SA (PRM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Perimeter Solutions, SA (PRM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.