Earnings Call Insights: Central Garden & Pet Company (CENT) Q1 2026 Management View CEO Nicholas Lahanas opened the call highlighting "improved gross margins and solid earnings per share, especially when compared to a strong prior year first quarter that benefited from favorable shipment timing, promotional activity and weather." Lahanas emphasized the company's ongoing strategy: "Over the past se...
Earnings Call Insights: Central Garden & Pet Company (CENT) Q1 2026 Management View CEO Nicholas Lahanas opened the call highlighting "improved gross margins and solid earnings per share, especially when compared to a strong prior year first quarter that benefited from favorable shipment timing, promotional activity and weather." Lahanas emphasized the company's ongoing strategy: "Over the past several years, we focused on simplifying the business, improving efficiency and maintaining profitability across both segments. And that work continues to show up in our results." Lahanas detailed the completion of foundational transformation work, notably the multiyear supply chain network design program. Actions this quarter included integrating two garden distribution facilities into modern fulfillment centers and consolidating a fertilizer manufacturing facility. He stated, "the discipline around managing costs and operational simplicity is now firmly embedded in our culture." The CEO highlighted an evolving focus: "We're applying the same clarity, focus and consistency to fostering a growth mindset and embedding innovation more deeply across the organization." Recent product and digital innovations were credited for early positive momentum. Lahanas announced, "After quarter end, we completed the acquisition of Champion USA, a small tuck-in business serving the livestock industry with EPA-approved feed-through fly control solutions." The CEO reaffirmed guidance: "We are reaffirming our expectation for fiscal 2026 non-GAAP diluted EPS of $2.70 or better." CFO Brad Smith reported, "Net sales were $617 million, a 6% year-over-year decline with 2 primary factors that accounted for substantially all of the change. First, the timing of retailer spring inventory shipments in the Garden segment, and to a lesser extent, in the Pet segment. Second, our continued portfolio optimization efforts intended to enhance margins and support sustainable, profitable growth." Outlook The compa...
Putin Notifies Xi Of New START Status As Trump Ready To Let Go Of Nuclear Arms Control With Russia President Putin in his Wednesday video call with Chinese President Xi Jinping underscored that the last major nuclear treaty with the United States is on the eve of collapse . New START is set to expire on Thursday. Putin notified Xi that Washington has not yet responded. "As you know, on September 2...
Putin Notifies Xi Of New START Status As Trump Ready To Let Go Of Nuclear Arms Control With Russia President Putin in his Wednesday video call with Chinese President Xi Jinping underscored that the last major nuclear treaty with the United States is on the eve of collapse . New START is set to expire on Thursday. Putin notified Xi that Washington has not yet responded. "As you know, on September 22, 2025, we proposed to the Americans to extend the key quantitative limits for one year as voluntary self-restrictions. However, we have not yet received an official response from the Americans," Putin said, as quoted in state media. Despite the situation with the New START Treaty, Russia remains open "to seeking negotiated ways to ensure strategic stability" - the Russian leader explained. via Chinese state media/BBC Putin further stated his country will act "in a measured and responsible manner, based on a thorough analysis of the overall security situation." Over several years going back to his first term, Trump has signaled a desire to forge a broader deal which would bring China into the agreement , which hearkens back to the Obama administration. Politico is meanwhile reporting that the Trump administration is preparing to "let go of arms control with Russia" : The likely dissolution of the agreement comes at an especially fraught time. Russia and China are expanding their strategic arsenals and the Kremlin has threatened to use nuclear weapons on Ukraine. The Defense Department has held a series of internal meetings in preparation for a post-New START world, according to the two people and another person familiar — all of whom were granted anonymity to discuss internal talks — although it’s not clear what was discussed in the meetings. “We’re looking at a very uncertain path ahead,” said Daryl Kimball, the executive director of the Arms Control Association. “Unless Trump and Putin reach some sort of understanding soon, it’s not unlikely that Russia and the U.S. will...
A trader works at the New York Stock Exchange on Jan. 23, 2026. NYSE S&P 500 futures rose Wednesday night after the latest corporate earnings, with investors weighing Alphabet results. This follows a major sell-off in software stocks that drove the S&P 500 to a second straight day of losses. S&P 500 futures and Nasdaq 100 futures climbed 0.29% and 0.45%, respectively. Dow Jones Industrial Average ...
A trader works at the New York Stock Exchange on Jan. 23, 2026. NYSE S&P 500 futures rose Wednesday night after the latest corporate earnings, with investors weighing Alphabet results. This follows a major sell-off in software stocks that drove the S&P 500 to a second straight day of losses. S&P 500 futures and Nasdaq 100 futures climbed 0.29% and 0.45%, respectively. Dow Jones Industrial Average futures added 6 points, or 0.01%. Alphabet was the latest of the so-called Magnificent Seven companies to report earnings results . Shares were last down nearly 1%. The company projected a sharp increase in artificial intelligence spending and called for 2026 capital expenditures of up to $185 billion. Nvidia and Broadcom rose following news of Alphabet's spending plans, boosting hopes for the AI trade. Qualcomm slid 9% after posting a weaker-than-expected forecast because of a global memory shortage. Wall Street is coming off a turbulent trading session . The S&P 500 and the Nasdaq Composite slid 0.5% and 1.5%, respectively, as the tech rout intensified. However, the 30-stock Dow added 260 points, or 0.5%. The equal-weighted S&P 500 added 0.9%. Software stocks were pummeled as fears of AI disruption in the industry had investors rotating out of technology en masse, and rotating to other more attractively valued parts of the market. By the end of the trading session, however, many investors suspected the sell-off was overdone, and argued it could be time to buy the dip. "I would say that there's a lot that's been sold out," Sonali Basak, chief investment strategist at iCapital, told CNBC's " Closing Bell: Overtime " on Wednesday. "And there are software players, particularly the incumbents, that will win at the end, that are worth looking at soon, if not now." Earnings season continues with Tapestry and Peloton Interactive reporting before the open on Thursday. Investors will be anticipating Amazon's results after the close. Traders will also await weekly jobless claims dat...
Shares of Qualcomm Inc. and Arm Holdings Plc fell steeply after the semiconductor companies delivered quarterly reports, hurt by concern that a shortage of memory chips will crimp growth in the electronics industry. Both stocks declined more than 8% in extended trading late Wednesday after management signaled that memory constraints will limit phone production. Qualcomm is the largest maker of pro...
Shares of Qualcomm Inc. and Arm Holdings Plc fell steeply after the semiconductor companies delivered quarterly reports, hurt by concern that a shortage of memory chips will crimp growth in the electronics industry. Both stocks declined more than 8% in extended trading late Wednesday after management signaled that memory constraints will limit phone production. Qualcomm is the largest maker of processors that run smartphones, and Arm gets much of its revenue from royalties on technology used by that industry. The historic build-out of artificial intelligence infrastructure is driving the shortage of memory chips, which help computers manage data. Manufacturers of the components have concentrated on supplying AI data centers, leaving less production for phone components. That means fewer products ultimately reach consumers, who will have to pay higher prices. “Industrywide, memory shortages and price increases are likely to define the overall scale of the handset industry,” Qualcomm Chief Executive Officer Cristiano Amon told analysts on a conference call. Amon said Chinese customers in particular have said they’ll build fewer phones than planned because they can’t get enough memory chips. Read More: Qualcomm Gives Tepid Forecast in Sign of Shaky Phone Market On the other hand, both Qualcomm and Arm are poised to benefit from the AI boom. The companies are positioning themselves to get more revenue from data center operators — a shift that should help them in the long run. But they’re still vulnerable to swings in the smartphone market. One silver lining is that phone manufacturers are prioritizing the most expensive phones. That’s helping bolster Qualcomm’s sales of higher-end chips and propping up Arm’s royalty revenue. Read More: Arm Slides After Phone Jitters Overshadow Data-Center Growth Other companies have raised alarm bells about the memory crunch. MediaTek Inc. , a chipmaker based in Taiwan, cited the issue during a conference call this week, calling it an “...
Key Points You may be inclined to relocate for better weather and cheaper costs. Before you move, research what your healthcare options look like. At a time when you may be managing different conditions, it's important to have access to good doctors, hospitals, and Medicare plans. The $23,760 Social Security bonus most retirees completely overlook › It's not unusual for people to relocate once the...
Key Points You may be inclined to relocate for better weather and cheaper costs. Before you move, research what your healthcare options look like. At a time when you may be managing different conditions, it's important to have access to good doctors, hospitals, and Medicare plans. The $23,760 Social Security bonus most retirees completely overlook › It's not unusual for people to relocate once their careers come to a close. Once you're no longer tethered to a job, you can opt to move someplace that better meets your needs. You may be eager to relocate to a state where your Social Security checks will have more buying power. Or, you may simply want a better climate. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » These are very valid reasons to move. But before you decide to ditch your current city and move to another one, there's a very important thing to research -- healthcare. Once you're retired, you may find that you have at least one chronic condition to manage -- and maybe more. It's not unusual for health issues to pop up with age. But it's crucial that you have access to a solid network of providers and hospitals. So before you relocate, it's important to do your research and make sure your new locale has highly rated healthcare systems. And that's not all. Your choice of Medicare plans will hinge on where you move to. Medicare Advantage and Part D plans vary by region, and you may not want to limit your options too heavily. As a starting point, you can check out The Motley Fool's 2026 Best Places to Retire report. It includes rankings based on a number of factors, and healthcare is one of them. You may note that some places that have higher scores for housing and cost of living have lower scores for healthcare, so that's something to strongly consider when planning where to move. The $23,760 Social Security bonus most retirees completely overlook If you're like most Ameri...
Panasonic Holdings Corp. shares soared by 15%, the most since 2014, on bolstered investor hopes that a years-long restructuring will start paying off in the next fiscal year. Panasonic said that it’s expanding the scale of its headcount reductions this year by up to 12,000, up from a previously planned 10,000 in earnings released Wednesday. It also posted better-than-expected quarterly operating p...
Panasonic Holdings Corp. shares soared by 15%, the most since 2014, on bolstered investor hopes that a years-long restructuring will start paying off in the next fiscal year. Panasonic said that it’s expanding the scale of its headcount reductions this year by up to 12,000, up from a previously planned 10,000 in earnings released Wednesday. It also posted better-than-expected quarterly operating profit. The combination of an earnings beat and Panasonic’s restructuring plans left a positive impression, wrote Citigroup analysts Masahiro Shibano and Takero Fujiwara in a report.
Singapore conglomerate-turned-asset manager Keppel Ltd. reported a drop in annual earnings after losses sustained in an aggressive push to divest assets overshadowed an improvement in its business performance. The firm, which is backed by state investor Temasek Holdings Pte , posted net income attributable to shareholders of S$789 million ($620 million) in 2025. That’s a 16% decrease from a year e...
Singapore conglomerate-turned-asset manager Keppel Ltd. reported a drop in annual earnings after losses sustained in an aggressive push to divest assets overshadowed an improvement in its business performance. The firm, which is backed by state investor Temasek Holdings Pte , posted net income attributable to shareholders of S$789 million ($620 million) in 2025. That’s a 16% decrease from a year earlier and missed the S$857 million average of 11 analyst estimates compiled by Bloomberg. The hit largely came from an accounting loss of S$222 million it said it will sustain after announcing last August that it will sell M1 , a Singapore telecommunications provider it co-founded decades ago. The sale is still subject to regulatory approval. It comes after professed plans to divest a significant portion of non-core assets by the end of the decade in a bid to get investors to value it higher. That segment was valued at S$13.5 billion at end-2025 after S$2.9 billion in divestments were announced that year. Revenue rose about 3% to S$5.98 billion, missing the consensus projection of S$6.64 billion. The firm generated higher profits in its three main business segments, primarily infrastructure. It is proposing a special dividend of S$0.13 per share to be paid in cash and units of Keppel REIT. Once an owner of a myriad of interests including the world’s largest offshore rig producer, Keppel has in recent years moved toward an “asset-light” model to achieve similar market valuations as global asset managers . The firm now mostly oversees real estate investment trusts, private funds and infrastructure such as data centers. The firm also said it’s elevating deputy chair Piyush Gupta to become non-executive chair on April 17 to replace Danny Teoh , who is retiring. Gupta, 66, is the former longtime chief executive officer of Singapore’s largest bank DBS Group Holdings Ltd. , which is also backed by Temasek.
In this article CRM NOW BOX TEAM Follow your favorite stocks CREATE FREE ACCOUNT Aaron Levie, co-founder and CEO of Box, speaks at the TechCrunch Disrupt conference in San Francisco on Oct. 29, 2025. Kimberly White | TechCrunch | Getty Images Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, "this is the most exciting moment we've ever had." Wall Street doesn't see...
In this article CRM NOW BOX TEAM Follow your favorite stocks CREATE FREE ACCOUNT Aaron Levie, co-founder and CEO of Box, speaks at the TechCrunch Disrupt conference in San Francisco on Oct. 29, 2025. Kimberly White | TechCrunch | Getty Images Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, "this is the most exciting moment we've ever had." Wall Street doesn't see it that way. The stock is down 17% in 2026 after starting the year with its steepest monthly drop since 2023. It's gotten caught up in a software swoon, as investors dump shares of companies that they worry will get displaced by the rise of artificial intelligence agents. The WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, including a 6.5% drop this week. A number of companies are faring far worse than Box. HubSpot has fallen 39% this year following a 42% slump in 2025. Figma has plunged 40% this year, Atlassian is down 35%, and Shopify has dropped 29%. The generative AI boom, kickstarted by OpenAI's ChatGPT a little over three years ago, has rapidly pushed into the business realm, with new tools that can create apps, websites and other digital products in a matter of seconds or minutes with a few text prompts. Levie describes the "cognitive dissonance" happening inside the industry, as companies see the power of the new technology to enhance their products, while also reckoning with the broader outside fear that AI will destroy them. "It somewhat misunderstands this idea of where companies tend to spend their resources and their time and their energy," Levie told CNBC's "The Exchange" on Wednesday. He made the case that businesses would much rather pay for products and services from a vendor specializing in back office software or customer relationship management systems than do it themselves and carry all the liabilities that follow. watch now VIDEO 2:54 02:54 Agent-based systems are replacing the client service software of the past, says Salesfor...
Translate webpages in Chrome: On your computer, open Chrome. Go to a webpage written in another language. At the top, click Translate. Chrome will translate the webpage one time. If you haven't installed Google Chrome. Please download and install it. Down
Translate webpages in Chrome: On your computer, open Chrome. Go to a webpage written in another language. At the top, click Translate. Chrome will translate the webpage one time. If you haven't installed Google Chrome. Please download and install it. Down
Robust revenue growth and the announcement of a fresh acquisition weren't enough to push the company into positive territory for the day. Varonis Systems (VRNS 11.04%) stock dipped notably in price, with its shares ultimately closing the day nearly 11% lower. That was on the back of an earnings report that missed notably on net income guidance. Investors also seemed displeased about a looming acqu...
Robust revenue growth and the announcement of a fresh acquisition weren't enough to push the company into positive territory for the day. Varonis Systems (VRNS 11.04%) stock dipped notably in price, with its shares ultimately closing the day nearly 11% lower. That was on the back of an earnings report that missed notably on net income guidance. Investors also seemed displeased about a looming acquisition. A tale of two line items In its fourth quarter of 2025, Varonis reported total revenue of nearly $173.4 million, up 9% year over year. Net income not in accordance with generally accepted accounting principles (GAAP) very much veered in the other direction for the data security specialist, declining by a steep 53% to $11.1 million ($0.08 per share). On average, analysts tracking the company were modeling $168.5 million on the top line, and $0.03 per share for non-GAAP (adjusted) net income. The motor of Varonis' growth during the period was its key software-as-a-service (SaaS) offerings, the revenue for which nearly doubled to more than $142 million. Separately, Varonis announced that it is acquiring privately held AllTrue.ai for an undisclosed price. This is a business which is, in the acquirer's words, "an artificial intelligence (AI) trust, risk, and security management (AI TRiSM) company that helps organizations understand and control how AI systems behave across the enterprise." Expand NASDAQ : VRNS Varonis Systems Today's Change ( -11.04 %) $ -2.93 Current Price $ 23.60 Key Data Points Market Cap $3.1B Day's Range $ 20.09 - $ 24.48 52wk Range $ 20.09 - $ 63.90 Volume 1.2M Avg Vol 2.3M Gross Margin 80.04 % A big miss with guidance Varonis also proffered guidance for its current (first) quarter and the entirety of 2026. For the year, it's anticipating $722 million to $730 million, with the former number being 16% higher than the 2025 result. Per-share, adjusted net income is anticipated to be $0.06 to $0.10. But investors are judging software companies harshly ...
Those calling the Access to Work helpline to submit new applications for the scheme have most recently been met with a message warning them it could take "up to 30 weeks" for their application to be acknowledged. That's 210 days, more than double the 85-day wait at the same point last year.
Those calling the Access to Work helpline to submit new applications for the scheme have most recently been met with a message warning them it could take "up to 30 weeks" for their application to be acknowledged. That's 210 days, more than double the 85-day wait at the same point last year.
Earnings Call Insights: Moelis & Company (MC) Q4 2025 Management View CEO Navid Mahmoodzadegan opened the call highlighting "significant momentum" at the end of 2025, noting "record fourth quarter revenues of $488 million" and a 28% full-year increase in adjusted revenues to $1.54 billion. Mahmoodzadegan said, "Our revenues in 2025 were driven by 35% growth in M&A, a record-setting year for our ca...
Earnings Call Insights: Moelis & Company (MC) Q4 2025 Management View CEO Navid Mahmoodzadegan opened the call highlighting "significant momentum" at the end of 2025, noting "record fourth quarter revenues of $488 million" and a 28% full-year increase in adjusted revenues to $1.54 billion. Mahmoodzadegan said, "Our revenues in 2025 were driven by 35% growth in M&A, a record-setting year for our capital markets business and double-digit increases in both average fees and number of completed transactions." The CEO detailed recent advisory roles on high-profile transactions, including Netflix's acquisition of Warner Bros., Allied Gold's sale to Zijin Gold, and Ventyx Biosciences' sale to Eli Lilly. Mahmoodzadegan emphasized the company's expanding private capital advisory (PCA) business, stating, "Following substantial investment in 2025, our private capital advisory business is gaining meaningful traction and is well positioned to serve our sponsor clients as the GP-led secondary market continues to hit record levels." The CEO highlighted talent investments, with "21 managing directors added during 2025, including 9 lateral hires" and "an additional 13 professionals promoted to Managing Director at the beginning of 2026," bringing the MD count to 178. CFO Christopher Callesano stated, "We reported record fourth quarter revenues of $488 million, an increase of 11% versus the prior year period. For the full year, our adjusted revenues increased 28% to $1.54 billion." Callesano noted, "Our adjusted compensation expense ratios were 61.1% for the fourth quarter and 65.8% for the full year, down from 69% last year." The CFO added, "For full year 2025, we reported adjusted EPS of $2.99 per share, representing an increase of 64% from the $1.82 per share in 2024." The Board declared a regular quarterly dividend of $0.65 per share and authorized a new share repurchase program of up to $300 million with no expiration date. Outlook Management described "a constructive backdrop" f...