Qualcomm (QCOM) came out with quarterly earnings of $3.5 per share, beating the Zacks Consensus Estimate of $3.39 per share. This compares to earnings of $3.41 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.15%. A quarter ago, it was expected that this chipmaker would post earnings of $2.88 per share when it act...
Qualcomm (QCOM) came out with quarterly earnings of $3.5 per share, beating the Zacks Consensus Estimate of $3.39 per share. This compares to earnings of $3.41 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.15%. A quarter ago, it was expected that this chipmaker would post earnings of $2.88 per share when it actually produced earnings of $3, delivering a surprise of +4.17%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Qualcomm, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $12.25 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 0.26%. This compares to year-ago revenues of $11.67 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Qualcomm shares have lost about 14% since the beginning of the year versus the S&P 500's gain of 1.1%. What's Next for Qualcomm? While Qualcomm has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earning...
00:00 Speaker A You're underweight the Mag 7. Um, how come? What what are the key risks there? Is that is that earnings growth, Adam? Is that valuation? What do you see? 00:09 Adam Yeah, it's it's it's both certainly. And we've been underweight uh for several months now. and we've been telling our clients, look, you can express a uh your your belief or or optimism around the AI trade, it doesn't m...
00:00 Speaker A You're underweight the Mag 7. Um, how come? What what are the key risks there? Is that is that earnings growth, Adam? Is that valuation? What do you see? 00:09 Adam Yeah, it's it's it's both certainly. And we've been underweight uh for several months now. and we've been telling our clients, look, you can express a uh your your belief or or optimism around the AI trade, it doesn't mean you have to own the index weight. And I think that's really important that we could be deliberate in our positioning. We're not uh we we don't have a a mutual fund where we have to really focus too much on tracking here. I think it's important to pick and choose your spots. And so as we focus on the Magnificent 7, we're looking at a group where we've seen operating margins expand by double digits, by about 10% over the next over the last three years. You have to ask yourself how much further that can go as we start to see uh the people start to question all the investment going into this and we see new competition. We see these these companies starting to leap frog each other. And so that's one of the reasons that we're just focused away from it. We think that they are still profitable, they're still printing cash, but we also want to focus beyond the Mag 7 and we think that that's where the opportunity lies. 01:17 Speaker A You also say you're Adam, you're preparing your clients for more volatility ahead. How how how do you prepare them? I mean, how do you how do you keep them sort of just focused and disciplined even if we see drawdowns? 01:34 Adam Yeah, it's uh, we really try hard. I I think it's really important first to just state the facts. We're coming off three very good years for risk assets focusing on the S&P 500, cumulative returns of close to 80%, back-to-back-to-back years of 15% plus returns. And so I think just stating the facts and and the current landscape, we can all acknowledge the geopolitical risks, but let's also just look at the calendar here. It...
Fourth quarter revenues increased 5% sequentially to $2.28 billion Fourth quarter net loss of $78 million, or $0.21 per share Fourth quarter Adjusted EBITDA* of $267 million Fourth quarter cash flow from operations of $573 million and free cash flow* of $472 million Full-year revenues of $8.74 billion Full-year net income of $145 million, or $0.39 per share Full-year Adjusted EBITDA* of $1.03 bill...
Fourth quarter revenues increased 5% sequentially to $2.28 billion Fourth quarter net loss of $78 million, or $0.21 per share Fourth quarter Adjusted EBITDA* of $267 million Fourth quarter cash flow from operations of $573 million and free cash flow* of $472 million Full-year revenues of $8.74 billion Full-year net income of $145 million, or $0.39 per share Full-year Adjusted EBITDA* of $1.03 billion Full-year cash flow from operations of $1.25 billion and free cash flow* of $876 million Full-year bookings of $2.34 billion, with ending backlog of $4.34 billion Returned $505 million of capital to shareholders during the year *Free Cash Flow, Excess Free Cash Flow, Adjusted Operating Profit, and Adjusted EBITDA are non-GAAP measures, see “Non-GAAP Financial Measures,” and “Reconciliation of GAAP to non-GAAP measures” below. HOUSTON, Feb. 04, 2026 (GLOBE NEWSWIRE) -- NOV Inc. (NYSE: NOV) today reported fourth quarter 2025 revenues of $2.28 billion, a decrease of one percent compared to the fourth quarter of 2024. Net income decreased $238 million, or $0.62 per diluted share, year-over-year from $160 million, primarily due to a higher effective tax rate from valuation allowances on deferred tax assets, a higher mix of foreign earnings, and an increase in pre-tax Other Items (see Corporate Information for additional details). Operating profit was $92 million and adjusted operating profit was $177 million, compared to operating profit of $207 million and adjusted operating profit of $214 million in the fourth quarter of 2024. Adjusted EBITDA decreased 12 percent year-over-year to $267 million, or 11.7 percent of sales. For the full-year 2025, NOV reported revenues of $8.74 billion, a decrease of one percent from 2024. Net income for the full-year 2025 was $145 million, a decrease of $490 million from 2024, reflecting lower levels of operating profit and a higher effective tax rate. Operating profit was $494 million and adjusted operating profit was $674 million, compared ...
Qualcomm (QCOM) came out with quarterly earnings of $3.5 per share, beating the Zacks Consensus Estimate of $3.39 per share. This compares to earnings of $3.41 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.15%. A quarter ago, it was expected that this chipmaker would post earnings of $2.88 per share when it act...
Qualcomm (QCOM) came out with quarterly earnings of $3.5 per share, beating the Zacks Consensus Estimate of $3.39 per share. This compares to earnings of $3.41 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.15%. A quarter ago, it was expected that this chipmaker would post earnings of $2.88 per share when it actually produced earnings of $3, delivering a surprise of +4.17%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Qualcomm, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $12.25 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 0.26%. This compares to year-ago revenues of $11.67 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Qualcomm shares have lost about 14% since the beginning of the year versus the S&P 500's gain of 1.1%. What's Next for Qualcomm? While Qualcomm has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earning...
Earnings season keeps sending the same signal: companies that beat expectations and raise guidance are being rewarded aggressively by the market. Palantir Technologies (NASDAQ: PLTR) and Woodward Inc. (NASDAQ: WWD) offered two recent examples of that dynamic—moves that help explain why investors are increasingly focused on guidance as the primary catalyst. Palantir's latest earnings report reignit...
Earnings season keeps sending the same signal: companies that beat expectations and raise guidance are being rewarded aggressively by the market. Palantir Technologies (NASDAQ: PLTR) and Woodward Inc. (NASDAQ: WWD) offered two recent examples of that dynamic—moves that help explain why investors are increasingly focused on guidance as the primary catalyst. Palantir's latest earnings report reignited enthusiasm for artificial intelligence stocks, driving a sharp upside move on strong sales and, more importantly, forward guidance. Woodward, a manufacturer of aerospace components and gas turbine systems, also surged following a strong fiscal Q1 earnings report. Louis Navellier of InvestorPlace suggests the next big winners will be the companies that can pair strong execution with upward guidance revisions—and there are several candidates approaching their reports now that investors should keep an eye on. Palantir: Why Guidance Beats the Rearview Mirror Asked about Palantir’s post-earnings reaction, Navellier pointed to the company’s ability to actually monetize artificial intelligence—something many AI-focused firms still struggle to achieve. Palantir stands out as an “AI applier,” using its software to deliver measurable results for customers rather than simply promising future potential. Navellier also emphasized the importance of leadership when investing in transformative technologies. Palantir CEO Alex Karp was cited as a key reason for confidence in the company’s long-term trajectory. Palantir entered the year facing skepticism. Short interest and negative media coverage intensified late last year after reports that Michael Burry had purchased put options on Palantir and NVIDIA (NASDAQ: NVDA). That narrative fueled valuation concerns and weighed on the stock despite improving fundamentals. On the question of valuation, Navellier noted that forward-looking metrics tell a very different story. Based on forecasted earnings rather than trailing results, Palantir’s va...
imaginima/E+ via Getty Images Chevron Corporation ( CVX ) beat Q4’25 estimates for revenue and earnings, despite pressure on the energy firm’s earnings due to falling price realizations in the upstream segment in the fourth-quarter. Chevron offset some pressure on its production-derived earnings with volume increases, which was made possible by the company’s past acquisition of acreage in the Perm...
imaginima/E+ via Getty Images Chevron Corporation ( CVX ) beat Q4’25 estimates for revenue and earnings, despite pressure on the energy firm’s earnings due to falling price realizations in the upstream segment in the fourth-quarter. Chevron offset some pressure on its production-derived earnings with volume increases, which was made possible by the company’s past acquisition of acreage in the Permian Basin. Chevron also benefits from production growth in key growth plays in Guyana as well as in Kazakhstan, and remains highly free cash flow-profitable in 2025. While pressure on earnings and price realizations may last, Chevron is aggressively positioned to boost its production growth in 2026, driven by tight shale plays in the Permian and Bakken. While shares are not a bargain, I see upside revaluation potential despite an environment of weaker petroleum prices. Data by YCharts Previous Rating I rated shares of Chevron a strong buy in my last coverage -- Strong Expansion Setup -- mainly because of the energy firm's potential for accelerating capital returns and a strong project pipeline. Chevron has committed to buying back more shares and raising its dividend as well... which makes the large-cap energy enterprise a capital return play as well. I like that Chevron is seeing double-digit production growth rates in its core upstream portfolio and managed to deliver positive earnings despite a drop-off in petroleum prices in 2025. Further, Chevron has a presence in Venezuela, which could potentially result in higher output and a boost to earnings going forward. Strong Free Cash Flow Generation Despite Pricing Pressure In Petroleum Markets Chevron reported better-than-expected earnings and revenues for its fourth fiscal quarter: it published $1.52 per-share in normalized earnings, which was $0.08 per-share better than the average expectation. The top-line figure was reported at $46.9B, meaning the oil and gas major beat the average revenue estimate by $214M. Seeking Alph...
The dollar index (DXY00) on Wednesday rose by +0.19%. The dollar moved higher on Wednesday, following the end of the partial US government shutdown after President Trump late Tuesday signed a deal to fund the government. Also, weakness in stocks on Wednesday boosted some liquidity demand for the dollar. In addition, yen weakness is supportive of the dollar after the yen fell to a 1.5-week low on W...
The dollar index (DXY00) on Wednesday rose by +0.19%. The dollar moved higher on Wednesday, following the end of the partial US government shutdown after President Trump late Tuesday signed a deal to fund the government. Also, weakness in stocks on Wednesday boosted some liquidity demand for the dollar. In addition, yen weakness is supportive of the dollar after the yen fell to a 1.5-week low on Wednesday. The dollar added to its gains on the stronger-than-expected Jan ISM services index. Gains in the dollar were limited, though, after the Jan ADP report showed employers added fewer than expected jobs last month, a dovish factor for Fed policy. Join 200K+ Subscribers: The dollar still has carryover support from last Friday when President Trump nominated Keven Warsh as the next Fed Chair. Mr. Warsh is seen as more hawkish than other Fed Chair candidates and often emphasized inflation risks during his tenure as a Fed Governor from 2006-2011. The US Jan ADP employment change rose by +22,000, weaker than expectations of +45,000. The US Jan ISM services index was unchanged at 53.8, stronger than expectations of a decline to 53.5. The prices paid sub-index of the Jan ISM services report rose by +1.5 to 66.6, stronger than the 65.0 expected. The dollar sank to a 4-year low last Tuesday when President Trump said he's comfortable with the recent weakness in the dollar. Also, the dollar remains under pressure as foreign investors pull capital from the US amid a growing budget deficit, fiscal profligacy, and widening political polarization. The markets are discounting the odds at 10% for a -25 bp rate cut at the next policy meeting on March 17-18. The dollar continues to see underlying weakness as the FOMC is expected to cut interest rates by about -50 bp in 2026, while the BOJ is expected to raise rates by another +25 bp in 2026, and the ECB is expected to leave rates unchanged in 2026. EUR/USD (^EURUSD) on Wednesday fell by -0.12%. The euro moved lower on Wednesday after the...
The Nasdaq Composite and the S&P 500 fell for a second consecutive session on Wednesday as technolog Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
The Nasdaq Composite and the S&P 500 fell for a second consecutive session on Wednesday as technolog Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Tesla Inc. was sued over a fiery crash in Massachusetts that killed the driver after he was unable to exit the vehicle, the latest lawsuit to allege defects with the company’s electrically powered door handles. Samuel Tremblett, 20, died in October after his Model Y SUV collided with a tree in Easton, a town about 30 miles outside of Boston. After surviving the initial impact, Tremblett connected ...
Tesla Inc. was sued over a fiery crash in Massachusetts that killed the driver after he was unable to exit the vehicle, the latest lawsuit to allege defects with the company’s electrically powered door handles. Samuel Tremblett, 20, died in October after his Model Y SUV collided with a tree in Easton, a town about 30 miles outside of Boston. After surviving the initial impact, Tremblett connected with 911 dispatchers and told them that “he was trapped inside of the vehicle after a crash and the vehicle was now on fire,” according to the police report. His remains were later found in the back seat. “Unable to open the doors, Mr. Tremblett was trapped in the Tesla vehicle and died from thermal injuries and smoke inhalation before he was able to be rescued,” according to the complaint filed Wednesday in Massachusetts federal court. Tesla didn’t immediately respond to a request for comment. Details of the crash were previously reported by Bloomberg News as part of a wide-ranging investigation into the hazards of electric door systems, which can fail and trap occupants inside vehicles, particularly after a crash. The reporting uncovered at least 15 deaths in a dozen incidents over the past decade in which occupants or rescuers were unable to open the doors of a Tesla that had crashed and caught fire. Read More: Tesla Doors Can Trap People Desperate to Escape Tesla is facing multiple lawsuits over crashes that allegedly involved door-related entrapment, including cases filed last year in Washington state and Wisconsin . The company was sued in October over claims that defects in the doors of a crashed Cybertruck in Piedmont, California, made it a “death trap” by preventing three college students from escaping before they died of smoke inhalation. Tesla vehicles have two batteries: a low-voltage battery that operates interior functions like windows, doors and the touchscreen, and the high-voltage pack that propels the car. If the low-voltage battery dies or is disabled, th...
Newly released court records reveal misconduct inquiry into federal judge toggle caption Ricky Carioti/The Washington Post via Getty Images New information is emerging that could complicate the retirement last year of a prominent federal judge. Mark Wolf, 79, retired from the federal district court in Massachusetts last November, after more than 40 years of service. He penned an essay in The Atlan...
Newly released court records reveal misconduct inquiry into federal judge toggle caption Ricky Carioti/The Washington Post via Getty Images New information is emerging that could complicate the retirement last year of a prominent federal judge. Mark Wolf, 79, retired from the federal district court in Massachusetts last November, after more than 40 years of service. He penned an essay in The Atlantic tying his departure to actions by President Trump. "My reason is simple: I no longer can bear to be restrained by what judges can say publicly or do outside the courtroom," Wolf wrote Nov. 9. "The White House's assault on the rule of law is so deeply disturbing to me that I feel compelled to speak out." Sponsor Message Later, he told PBS NewsHour, "Well, I'm worried in part because I think all of the abuse that's been showered on the courts and the judges is causing people to lose confidence in the integrity and the impartiality of the judicial process." Wolf's decision to retire coincided with an inquiry by another federal judge into potential misconduct, according to newly published orders. That inquiry found probable cause to believe an unnamed jurist had engaged in misconduct by creating a hostile workplace for court employees. In an order dated Nov. 24, 2025, U.S. Appeals Court Judge David Barron wrote he conducted a "limited inquiry" into misconduct allegations, including interviews with the judge in question and the judge's former law clerk. The inquiry ended when the judge retired. The order did not provide details about the alleged misconduct but stated it could include "treating litigants, attorneys, judicial employees or others in a demonstrably egregious and hostile manner" or creating a hostile workplace for court employees. Judge Barron ultimately concluded that further action was unnecessary because of "intervening events." A source familiar with the inquiry, who spoke on condition of anonymity to discuss the sensitive internal investigation, said the jud...
TomekD76/iStock via Getty Images Wolfspeed ( WOLF ) shares retreated 9% during early post-market trading on Wednesday after its second quarter fiscal 2026 financial results failed to meet market expectations. For the quarter ended December 28, the silicon carbide technology company reported an adjusted loss per share of $5.78 versus the consensus estimate of ($0.74) Revenue for the second quarter ...
TomekD76/iStock via Getty Images Wolfspeed ( WOLF ) shares retreated 9% during early post-market trading on Wednesday after its second quarter fiscal 2026 financial results failed to meet market expectations. For the quarter ended December 28, the silicon carbide technology company reported an adjusted loss per share of $5.78 versus the consensus estimate of ($0.74) Revenue for the second quarter declined 6.6% year over year to $168.5M, which was less than the $170M estimate. Looking ahead, Wolfspeed expects third-quarter revenue to range from $140M to $160M, with a midpoint of $150M, which is less than the $162.8M estimate. The Durham-based company has only recently emerged from Chapter 11 on Sept. 29, 2025. "With a stronger capital structure following our financial restructuring, we are operating with discipline to maintain balance sheet strength while upholding our commitment to disruptive innovation," said Wolfspeed CEO Robert Feurle . "We completed the shutdown of our Durham 150mm device fab roughly one month ahead of schedule and have shifted production to our 200mm device fab in Mohawk Valley , while also continuing to diversify our end-markets, particularly in mid- and high-voltage verticals like AI data centers, where we generated 50% sequential quarterly revenue growth," he added. More on Wolfspeed, Inc. Wolfspeed: The Silicon Carbide Opportunity Is Real, The Economics Are Not There Yet Wolfspeed: Full Production Ramp Ripe For Automotive Scaling Semiconductor stocks see bullish views at Susquehanna ahead of earnings Wolfspeed receives $698.6M in cash tax refunds Seeking Alpha’s Quant Rating on Wolfspeed, Inc.
Associated Capital Group press release ( ACGP ): Q4 Non-GAAP EPS of $0.54. Revenue of $20.07M. More on Associated Capital Group Associated Capital Group will now pay quarterly dividend, set at $0.10 per share Seeking Alpha’s Quant Rating on Associated Capital Group Dividend scorecard for Associated Capital Group Financial information for Associated Capital Group
Associated Capital Group press release ( ACGP ): Q4 Non-GAAP EPS of $0.54. Revenue of $20.07M. More on Associated Capital Group Associated Capital Group will now pay quarterly dividend, set at $0.10 per share Seeking Alpha’s Quant Rating on Associated Capital Group Dividend scorecard for Associated Capital Group Financial information for Associated Capital Group
In trading on Thursday, shares of Bank of Montreal (Quebec) (Symbol: BULZ) crossed below their 200 day moving average of $135.56, changing hands as low as $135.38 per share. Bank of Montreal (Quebec) shares are currently trading down about 8.4% on the day. The chart below shows the one year performance of BULZ shares, versus its 200 day moving average: Looking at the chart above, BULZ's low point ...
In trading on Thursday, shares of Bank of Montreal (Quebec) (Symbol: BULZ) crossed below their 200 day moving average of $135.56, changing hands as low as $135.38 per share. Bank of Montreal (Quebec) shares are currently trading down about 8.4% on the day. The chart below shows the one year performance of BULZ shares, versus its 200 day moving average: Looking at the chart above, BULZ's low point in its 52 week range is $59.79 per share, with $199.1101 as the 52 week high point — that compares with a last trade of $136.08. Click here to find out which 9 other stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Wednesday, shares of Watsco Inc. (Symbol: WSO) crossed above their 200 day moving average of $486.34, changing hands as high as $494.94 per share. Watsco Inc. shares are currently trading up about 2.8% on the day. The chart below shows the one year performance of WSO shares, versus its 200 day moving average: Looking at the chart above, WSO's low point in its 52 week range is $418.31...
In trading on Wednesday, shares of Watsco Inc. (Symbol: WSO) crossed above their 200 day moving average of $486.34, changing hands as high as $494.94 per share. Watsco Inc. shares are currently trading up about 2.8% on the day. The chart below shows the one year performance of WSO shares, versus its 200 day moving average: Looking at the chart above, WSO's low point in its 52 week range is $418.31 per share, with $571.415 as the 52 week high point — that compares with a last trade of $492.34. Click here to find out which 9 other dividend stocks recently crossed above their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Zhanna Hapanovich Franklin Resources ( BEN ), known for its Franklin Templeton funds, said its preliminary assets under management rose 1.4% to $1.71T as of Jan. 31, 2026, vs. $1.68T at Dec. 31. The month's AUM reflected the impact of market appreciation and long-term net inflows of ~$1.5B, which included ~$1.5B of long-term net outflows at Western Asset Management. Excluding Western Asset Managem...
Zhanna Hapanovich Franklin Resources ( BEN ), known for its Franklin Templeton funds, said its preliminary assets under management rose 1.4% to $1.71T as of Jan. 31, 2026, vs. $1.68T at Dec. 31. The month's AUM reflected the impact of market appreciation and long-term net inflows of ~$1.5B, which included ~$1.5B of long-term net outflows at Western Asset Management. Excluding Western Asset Management, preliminary long-term net inflows were ~$3B. During the month, equity AUM increased 1.7% to $709.2B; fixed income AUM rose 0.6% to $440.1B; alternative AUM grew 0.9% to $276.2B; and multi-asset AUM climbed 3.3% to $205.3B. Compared with Jan. 31, 2025, AUM increased 7.6%. Franklin Resources ( BEN ) stock slipped 0.2% in Wednesday after-hours trading. More on Franklin Resources Franklin Resources: Don't Mistake A Bull Market For An Improved Business Franklin Resources, Inc. (BEN) Q1 2026 Earnings Call Transcript Franklin Resources outlines margin expansion to high 20s and record $118.6B inflows with AI and private market growth Franklin Resources Q1 profit exceeds consensus on net inflows
Wireless chipmaker Qualcomm (NASDAQ:QCOM) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5% year on year to $12.25 billion. On the other hand, next quarter’s revenue guidance of $10.6 billion was less impressive, coming in 4.9% below analysts’ estimates. Its non-GAAP profit of $3.50 per share was 2.9% above analysts’ consensus estimates. Is now the time to buy Qualcomm? Find ou...
Wireless chipmaker Qualcomm (NASDAQ:QCOM) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5% year on year to $12.25 billion. On the other hand, next quarter’s revenue guidance of $10.6 billion was less impressive, coming in 4.9% below analysts’ estimates. Its non-GAAP profit of $3.50 per share was 2.9% above analysts’ consensus estimates. Is now the time to buy Qualcomm? Find out by accessing our full research report, it’s free. Qualcomm (QCOM) Q4 CY2025 Highlights: Revenue: $12.25 billion vs analyst estimates of $12.21 billion (5% year-on-year growth, in line) $12.25 billion vs analyst estimates of $12.21 billion (5% year-on-year growth, in line) Adjusted EPS: $3.50 vs analyst estimates of $3.40 (2.9% beat) $3.50 vs analyst estimates of $3.40 (2.9% beat) Adjusted Operating Income: $4.41 billion vs analyst estimates of $4.29 billion (36% margin, 2.8% beat) $4.41 billion vs analyst estimates of $4.29 billion (36% margin, 2.8% beat) Revenue Guidance for Q1 CY2026 is $10.6 billion at the midpoint, below analyst estimates of $11.15 billion is $10.6 billion at the midpoint, below analyst estimates of $11.15 billion Adjusted EPS guidance for Q1 CY2026 is $2.55 at the midpoint, below analyst estimates of $2.87 is $2.55 at the midpoint, below analyst estimates of $2.87 Operating Margin: 27.5%, down from 30.5% in the same quarter last year 27.5%, down from 30.5% in the same quarter last year Free Cash Flow Margin: 36%, similar to the same quarter last year 36%, similar to the same quarter last year Inventory Days Outstanding: 109, down from 145 in the previous quarter 109, down from 145 in the previous quarter Market Capitalization: $157.2 billion Company Overview Having been at the forefront of developing the standards for cellular connectivity for over four decades, Qualcomm (NASDAQ:QCOM) is a leading innovator and a fabless manufacturer of wireless technology chips used in smartphones, autos and internet of things appliances. Revenue Growth A company’s ...
By Karen Freifeld Feb 4 (Reuters) - The Trump administration is willing to allow China's ByteDance to buy Nvidia's H200 chips, but the AI chipmaker has not agreed to proposed conditions for their use, according to a person familiar with the matter. The U.S. said it would approve the license about two weeks ago, the person said, but Nvidia has not accepted the U.S. government's Know-Your-Custome...
By Karen Freifeld Feb 4 (Reuters) - The Trump administration is willing to allow China's ByteDance to buy Nvidia's H200 chips, but the AI chipmaker has not agreed to proposed conditions for their use, according to a person familiar with the matter. The U.S. said it would approve the license about two weeks ago, the person said, but Nvidia has not accepted the U.S. government's Know-Your-Customer (KYC) requirement as now drafted - to ensure China's military does not access the chips - among other conditions. More broadly, Nvidia is negotiating with the U.S. over the terms of licenses to ship its H200 AI chips to companies in China, according to the person and two others familiar with the matter. In a statement, Nvidia said it was an intermediary between the U.S. government and potential customers that would have to comply with the U.S. restrictions. "We aren't able to accept or reject license conditions on our own," a company spokesperson said in a statement. "Although KYC is important, KYC is not the issue. For American industry to make any sales, the conditions need to be commercially practical, else the market will continue to move to foreign alternatives." ByteDance, which owns TikTok and is one of the biggest AI companies in China, could not be immediately reached for comment. The Commerce Department did not immediately respond to a request for comment. The U.S. is expected to allow Nvidia to sell the H200s and similar chips from AMD to China, sources said, given that President Donald Trump himself greenlit the sales, once national security concerns have been addressed. (Reporting by Karen Freifeld; editing by Chris Sanders and Rod Nickel)
Hint: It's not about money. Even though many people look forward to retirement, it doesn't always end up being a smooth period of life. It's not uncommon for retirees to experience financial stress -- particularly those who don't have much savings and find themselves mostly reliant on Social Security for income. It's also not unusual for health issues to get in the way of retirement. Not only do t...
Hint: It's not about money. Even though many people look forward to retirement, it doesn't always end up being a smooth period of life. It's not uncommon for retirees to experience financial stress -- particularly those who don't have much savings and find themselves mostly reliant on Social Security for income. It's also not unusual for health issues to get in the way of retirement. Not only do those issues tend to increase with age, but they can be costly to pay for once Medicare coverage kicks in. But financial worries and health problems aren't the only things that might upend your retirement. You may end up hating your senior years for a completely different and surprising reason. Will boredom wreck your retirement? A lot of people look forward to the freedom retirement brings. But a funny thing tends to happen. Many retirees end up with too much free time on their hands. And often, that leads to boredom -- and mental health issues to follow. Being bored can hit adults differently than children. When you're five years old and bored because you're stuck indoors on a rainy weekend, you might whine and get frustrated. When you're 72 and feel useless and unfulfilled, it can take a much more significant mental toll. Worse yet, many retirees go from working full-time to suddenly not working at all. That can be a very difficult adjustment, and one that amplifies feelings of boredom early on. A better approach to retirement Rather than run the risk of hating retirement due to being bored, you may want to try a few things. First, make a plan ahead of time for how you'll spend at least some of your days. You don't need a completely packed calendar. But have a few anchor activities in mind to start off with. Those can evolve as you settle into your new routine. Also, if possible, consider a transition into retirement. If your job allows for it, don't go from working 40 hours a week to working none. Try to work part-time. And if your employer won't support that, see if you...
An announcement from Advanced Micro Devices ( (AMD) ) is now available. On February 3, 2026, AMD reported record results for the fourth quarter and full year 2025, underscoring its strengthening position in high-performance computing and AI. Fourth-quarter 2025 revenue rose 34% year-on-year to $10.3 billion, with gross margin at 54% and net income more than tripling to $1.5 billion, while non-GAAP...
An announcement from Advanced Micro Devices ( (AMD) ) is now available. On February 3, 2026, AMD reported record results for the fourth quarter and full year 2025, underscoring its strengthening position in high-performance computing and AI. Fourth-quarter 2025 revenue rose 34% year-on-year to $10.3 billion, with gross margin at 54% and net income more than tripling to $1.5 billion, while non-GAAP metrics showed record operating income of $2.9 billion and earnings per share of $1.53. For full-year 2025, AMD posted record revenue of $34.6 billion, up 34% from 2024, with GAAP net income surging 164% to $4.3 billion and non-GAAP net income climbing to $6.8 billion, driven by broad-based demand for its EPYC and Ryzen CPUs and rapid growth of its Instinct data center AI GPUs. The Data Center segment delivered a record $5.4 billion in fourth-quarter revenue and $16.6 billion for the year, while Client and Gaming revenue hit $3.9 billion in the quarter and $14.6 billion for 2025, reflecting strong Ryzen CPU demand, market share gains in PCs, and higher semi-custom and Radeon GPU sales. Results were also shaped by U.S. export controls on Instinct MI308 GPUs, with about $440 million in related inventory charges for 2025, partially offset by a $360 million reserve release and approximately $390 million in MI308 revenue to China in the fourth quarter, highlighting both the regulatory headwinds and the scale of AI-driven demand in key markets. The most recent analyst rating on (AMD) stock is a Hold with a $254.00 price target. To see the full list of analyst forecasts on Advanced Micro Devices stock, see the AMD Stock Forecast page. Spark’s Take on AMD Stock According to Spark, TipRanks’ AI Analyst, AMD is a Outperform. AMD’s strong financial performance and positive earnings call are the most significant factors driving the score. However, technical analysis and high valuation present some risks. The company’s strategic partnerships and growth in key segments like data centers...
Lesaka Technologies press release ( LSAK ): FQ2 Non-GAAP EPS of $0.08 beats by $0.04 . Revenue of $178.73M (+1.4% Y/Y) beats by $12.73M . Shares +4.61% AH. Outlook: Third Quarter 2026 (“Q3 FY2026”) and Full Fiscal Year 2026 (“FY 2026”) guidance While we report our financial results in USD, we measure our operating performance in ZAR, and as such we provide our guidance accordingly. For Q3 FY2026, ...
Lesaka Technologies press release ( LSAK ): FQ2 Non-GAAP EPS of $0.08 beats by $0.04 . Revenue of $178.73M (+1.4% Y/Y) beats by $12.73M . Shares +4.61% AH. Outlook: Third Quarter 2026 (“Q3 FY2026”) and Full Fiscal Year 2026 (“FY 2026”) guidance While we report our financial results in USD, we measure our operating performance in ZAR, and as such we provide our guidance accordingly. For Q3 FY2026, the quarter ending March 31, 2026, we expect: Net Revenue between ZAR 1.65 billion and ZAR 1.80 billion. Group Adjusted EBITDA between ZAR 300 million and ZAR 340 million. For FY2026, the year ending June 30, 2026, we reaffirm: Net Revenue between ZAR 6.4 billion and ZAR 6.9 billion. Group Adjusted EBITDA between ZAR 1.25 billion and ZAR 1.45 billion. Net Income Attributable to Lesaka to be positive. Adjusted earnings per share of at least ZAR 4.60, implying a year-on-year growth of greater than 100%. More on Lesaka Technologies Lesaka Technologies, Inc. 2026 Q1 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Lesaka Technologies Historical earnings data for Lesaka Technologies Financial information for Lesaka Technologies
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 4:30 p.m. ET Call participants Chief Executive Officer and President — Mark P. Marron Chief Financial Officer — Elaine D. Marion Senior Vice President — Kleyton L. Parkhurst Chief Operating Officer and President, ePlus Technology — Darren S. Raguel General Counsel — Erica M. Stoker Takeaways Net sales -- $614.8 million, up 24.6%, reflecting...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 4:30 p.m. ET Call participants Chief Executive Officer and President — Mark P. Marron Chief Financial Officer — Elaine D. Marion Senior Vice President — Kleyton L. Parkhurst Chief Operating Officer and President, ePlus Technology — Darren S. Raguel General Counsel — Erica M. Stoker Takeaways Net sales -- $614.8 million, up 24.6%, reflecting growth across all customer sizes and broad-based vertical momentum. -- $614.8 million, up 24.6%, reflecting growth across all customer sizes and broad-based vertical momentum. Product revenue -- $501.9 million, up 32.2%, driven by data center, cloud, networking, and security demand. -- $501.9 million, up 32.2%, driven by data center, cloud, networking, and security demand. Services revenue -- $112.8 million, slightly below last year’s $113.6 million, with managed services up 10.5% and professional services down 7.8% due to retail customer project delays. -- $112.8 million, slightly below last year’s $113.6 million, with managed services up 10.5% and professional services down 7.8% due to retail customer project delays. Security gross billings -- Increased 16.4% and up 27.6% for the trailing twelve months, indicating heightened cybersecurity investment priorities. -- Increased 16.4% and up 27.6% for the trailing twelve months, indicating heightened cybersecurity investment priorities. Consolidated gross profit -- $158.7 million, up 26.8%; gross margin improved to 25.8% from 25.4%. -- $158.7 million, up 26.8%; gross margin improved to 25.8% from 25.4%. Product margin -- 23.8%, up 170 basis points, benefiting from higher-margin sales with lower net-basis sales impact. -- 23.8%, up 170 basis points, benefiting from higher-margin sales with lower net-basis sales impact. Adjusted EBITDA -- $53.4 million, up 97%, with margin expansion of 320 basis points to 8.7%. -- $53.4 million, up 97%, with margin expansion of 320 basis points to 8.7%. Net earnings from continuing operations -...