Image source: The Motley Fool. Feb. 5, 2026 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Bruce Thames Chief Financial Officer — Jan Schott Chief Operating Officer — Thomas Cerovski Vice President, FP&A and Investor Relations — Ivonne Salem Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $147.3 million, a 10% year-over-year increase, all organic gr...
Image source: The Motley Fool. Feb. 5, 2026 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Bruce Thames Chief Financial Officer — Jan Schott Chief Operating Officer — Thomas Cerovski Vice President, FP&A and Investor Relations — Ivonne Salem Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $147.3 million, a 10% year-over-year increase, all organic growth following the Fati acquisition anniversary. -- $147.3 million, a 10% year-over-year increase, all organic growth following the Fati acquisition anniversary. Gross Profit -- $68.7 million, up 11% year over year, driven by improved operating leverage, price tariff mitigation, and productivity gains. -- $68.7 million, up 11% year over year, driven by improved operating leverage, price tariff mitigation, and productivity gains. Gross Margin -- 46.6%, up 40 basis points, sustained despite a higher mix of large project revenue. -- 46.6%, up 40 basis points, sustained despite a higher mix of large project revenue. Adjusted EBITDA -- $35.66 million for the third quarter, an increase of 12% year over year. -- $35.66 million for the third quarter, an increase of 12% year over year. Adjusted EBITDA Margin -- 24.2% for the third quarter, up 50 basis points. -- 24.2% for the third quarter, up 50 basis points. GAAP Earnings Per Share -- $0.55 for the third quarter, a slight increase from $0.54 in the prior year. -- $0.55 for the third quarter, a slight increase from $0.54 in the prior year. Adjusted Earnings Per Share -- $0.66 for the third quarter, up 18% from $0.56 in the prior year. -- $0.66 for the third quarter, up 18% from $0.56 in the prior year. Orders -- $158.2 million for the third quarter, up 14% year over year, with a book-to-bill ratio of 1.1 times, and backlog growth of 10%. -- $158.2 million for the third quarter, up 14% year over year, with a book-to-bill ratio of 1.1 times, and backlog growth of 10%. Large Project Revenue -- $25.4 million, reflecting 37% year-over-y...
World Anti-Doping Agency chiefs will investigate claims male ski jumpers are injecting their penises in a bid to improve sporting performance, if a complaint is made. In January, German newspaper Bild, external reported that jumpers were injecting their penises with hyaluronic acid before being measured for their suits. Hyaluronic acid, which is not banned in sport, can be used to increase penis c...
World Anti-Doping Agency chiefs will investigate claims male ski jumpers are injecting their penises in a bid to improve sporting performance, if a complaint is made. In January, German newspaper Bild, external reported that jumpers were injecting their penises with hyaluronic acid before being measured for their suits. Hyaluronic acid, which is not banned in sport, can be used to increase penis circumference by one or two centimetres. This would increase the surface area of their suits during competition, which, according to FIS, the international ski and snowboard federation, could increase their flight in the air. "Every extra centimetre on a suit counts. If your suit has a 5% bigger surface area, you fly further," said FIS ski jumping men's race director Sandro Pertile. Asked about the claims in Bild at a press conference at the Milan-Cortina Winter Olympics, Wada director general Olivier Niggli said: "I am not aware of the details of ski jumping, and how that could improve performance. "If anything was to come to the surface, we would look at it and see if it is doping related. We don't address other [non-doping] means of enhancing performance." Clearly entertained by the question, Wada's Polish president Witold Banka joked: "Ski jumping is very popular in Poland so I promise you I'm going to look at it."
In trading on Tuesday, shares of the iShares Russell Mid-Cap Growth ETF (Symbol: IWP) entered into oversold territory, changing hands as low as $120.26 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. I...
In trading on Tuesday, shares of the iShares Russell Mid-Cap Growth ETF (Symbol: IWP) entered into oversold territory, changing hands as low as $120.26 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of iShares Russell Mid-Cap Growth, the RSI reading has hit 28.1 — by comparison, the RSI reading for the S&P 500 is currently 32.9. A bullish investor could look at IWP's 28.1 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), IWP's low point in its 52 week range is $101.12 per share, with $139.68 as the 52 week high point — that compares with a last trade of $121.16. iShares Russell Mid-Cap Growth shares are currently trading down about 2.9% on the day. Click here to find out what 9 other oversold dividend stocks you need to know about » 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.
Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Mark Hill Chief Financial Officer — Graham Shuttleworth Chief Technical Officer — Megan Tibbles Incoming Chief Financial Officer — Helen Cai North America Lead — Jim Cribb Exco Team Member — Seth [surname not provided] Chief Operating Officer — Tim [surname not provided] TAKEAWAYS Free C...
Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Mark Hill Chief Financial Officer — Graham Shuttleworth Chief Technical Officer — Megan Tibbles Incoming Chief Financial Officer — Helen Cai North America Lead — Jim Cribb Exco Team Member — Seth [surname not provided] Chief Operating Officer — Tim [surname not provided] TAKEAWAYS Free Cash Flow -- Record free cash flow enabled $1.5 billion in share repurchases and a dividend increase. -- Record free cash flow enabled $1.5 billion in share repurchases and a dividend increase. EBITDA -- EBITDA rose 82% year over year and 53% sequentially from Q3, driven by increased gold production and higher prices. -- EBITDA rose 82% year over year and 53% sequentially from Q3, driven by increased gold production and higher prices. Revenues -- Revenues increased 45% from Q3, primarily from higher production, sales, and a 21% rise in realized gold prices. -- Revenues increased 45% from Q3, primarily from higher production, sales, and a 21% rise in realized gold prices. Operating Cash Flow -- Annual operating cash flow reached $7.7 billion, with $3.9 billion as free cash flow, representing a 194% annual increase. -- Annual operating cash flow reached $7.7 billion, with $3.9 billion as free cash flow, representing a 194% annual increase. Dividend Policy -- The company raised its base dividend by 40% to 17.5¢ per quarter and will target 50% of attributable free cash flow for payouts, with a Q4 dividend of 42¢ per share, a 140% increase from Q3. -- The company raised its base dividend by 40% to 17.5¢ per quarter and will target 50% of attributable free cash flow for payouts, with a Q4 dividend of 42¢ per share, a 140% increase from Q3. Share Buybacks -- Management will not renew the annual share buyback program, shifting capital return focus to dividends. -- Management will not renew the annual share buyback program, shifting capital return focus to dividends. IPO Initiative -...
Earnings Call Insights: XPO, Inc. (XPO) Q4 2025 Management View CEO Mario Harik reported, "Company-wide, we delivered fourth quarter adjusted EBITDA of $312 million and adjusted diluted EPS of $0.88. Excluding real estate gains in both periods, adjusted EBITDA increased 11% and adjusted EPS increased 18% year-over-year." Harik highlighted that North American LTL adjusted operating income reached $...
Earnings Call Insights: XPO, Inc. (XPO) Q4 2025 Management View CEO Mario Harik reported, "Company-wide, we delivered fourth quarter adjusted EBITDA of $312 million and adjusted diluted EPS of $0.88. Excluding real estate gains in both periods, adjusted EBITDA increased 11% and adjusted EPS increased 18% year-over-year." Harik highlighted that North American LTL adjusted operating income reached $181 million, up 14% year-over-year, and the adjusted operating ratio improved by 180 basis points. He stated, "We've now expanded our LTL margin by 590 basis points since 2022, which marked the start of one of the most prolonged freight downturns in history." Harik emphasized investments in network capacity, reporting "more than 30% excess door capacity" and noted the company’s average tractor age at year-end was 3.7 years. He underscored improvements in cost structure, stating, "We exited the year with the lowest level of outsourced miles in our company's history at 5.1% of total miles." CFO Kyle Wismans stated, "For the total company, revenue increased 5% year-over-year to $2 billion. Revenue in our LTL segment was $1.2 billion, up 1% from last year as our increase in yield more than offset the decrease in volume." Wismans added, "Net income was $59 million and diluted earnings per share was $0.50. Net income includes $14 million of gains on real estate and equipment as well as $33 million of restructuring expense." Chief Strategy Officer Ali-Ahmad Faghri explained, "Our shipments per day declined 1.6% and weight per shipment was down 3%, resulting in a 4.5% decrease in tonnage per day. These trends reflect ongoing softness in the industrial sector, but importantly, we're continuing to take share in the most attractive parts of the market." Outlook Wismans provided planning assumptions for 2026: "We expect total company gross capital expenditures of $500 million to $600 million, interest expense of $205 million to $215 million, pension income of approximately $14 million,...
In trading on Thursday, shares of Intellia Therapeutics Inc (Symbol: NTLA) crossed below their 200 day moving average of $11.86, changing hands as low as $11.42 per share. Intellia Therapeutics Inc shares are currently trading down about 6% on the day. The chart below shows the one year performance of NTLA shares, versus its 200 day moving average: Looking at the chart above, NTLA's low point in i...
In trading on Thursday, shares of Intellia Therapeutics Inc (Symbol: NTLA) crossed below their 200 day moving average of $11.86, changing hands as low as $11.42 per share. Intellia Therapeutics Inc shares are currently trading down about 6% on the day. The chart below shows the one year performance of NTLA shares, versus its 200 day moving average: Looking at the chart above, NTLA's low point in its 52 week range is $5.90 per share, with $28.25 as the 52 week high point — that compares with a last trade of $11.73. 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.
Black_Kira/iStock via Getty Images Fluence Energy ( FLNC ) -28.7% in Thursday's trading after reporting a wider than expected FQ1 GAAP loss even as revenues jumped 154% Y/Y to $475M. Despite the revenue surge, Fluence's ( FLNC ) profitability metrics fell sharply Y/Y: gross profit margin declined to 4.9% from 11.4% in Q1 2025, and adjusted gross profit margin dropped to 5.6% from 12.5%; the compan...
Black_Kira/iStock via Getty Images Fluence Energy ( FLNC ) -28.7% in Thursday's trading after reporting a wider than expected FQ1 GAAP loss even as revenues jumped 154% Y/Y to $475M. Despite the revenue surge, Fluence's ( FLNC ) profitability metrics fell sharply Y/Y: gross profit margin declined to 4.9% from 11.4% in Q1 2025, and adjusted gross profit margin dropped to 5.6% from 12.5%; the company attributed $20M of increased costs affecting Q1 margins. Q1 net loss widened slightly to $63M from $57M in the year-earlier quarter, and adjusted EBITDA came in at negative $52.1M compared to negative $49.7M a year ago. Fluence ( FLNC ) reaffirmed FY 2026 guidance for revenues of $3.2B-$3.6B, in line with the $3.35B FactSet consensus estimate, and maintained its adjusted EBITDA forecast of $40M-$60M, as it signed more than $750M in new orders during the quarter, bringing total backlog to ~$5.5B. "We expect the bookings figure to disappoint given the company's expanding pipeline," even as last quarter's result was "somewhat artificially high" due to a boost from previously delayed projects, Barclays analyst Christine Cho said in a note. Fluence ( FLNC ) is "largely tracking expectations," although investor expectations were elevated ahead of the report, and "the earnings miss could weigh on the stock," J.P. Morgan analyst Mark Strouse wrote. More on Fluence Energy Fluence Energy Q1 2026 Earnings Call Presentation Fluence Energy: The Scalable Solution Powering AI-Driven Data Centers Fluence Energy: Strong Pipeline Could Limit AI Fallout
JHVEPhoto/iStock Editorial via Getty Images Co-authored by Kody's Dividends. Healthcare has been a hot topic for Americans. On one side of the coin, there is a general concern and distrust of healthcare professionals and their ability to take care of Americans effectively. Some Americans now believe that healthcare professionals are not necessarily out for their good, but primarily out for profit....
JHVEPhoto/iStock Editorial via Getty Images Co-authored by Kody's Dividends. Healthcare has been a hot topic for Americans. On one side of the coin, there is a general concern and distrust of healthcare professionals and their ability to take care of Americans effectively. Some Americans now believe that healthcare professionals are not necessarily out for their good, but primarily out for profit. This has led to a larger push for there to be alternative natural ways to approach general wellness. The COVID pandemic only fueled the general distrust in many. On the other side of the coin, millions of Americans are buying GLP-1 weight-loss medicine. This has driven the values of some healthcare companies higher because of their production. Many are finding healthier lifestyles and a higher quality of life from accepting and using new medical solutions. When we look at the healthcare sector ( XLV ) as a whole, this dichotomy can be seen in the extreme volatility. Data by YCharts Part of this winners and losers streak is the divergence of health insurance providers and pharmaceutical manufacturers. We've covered both previously, and after the major selloff of UnitedHealth Group Incorporated ( UNH ) last week, I want to highlight my favorite pick in this litter so far. Let's dive in! Dirt-Cheap With Double-Digit Percentage Growth Potential The Cigna Group January 2025 Investor Presentation The Cigna Group ( CI ) is critical to the American healthcare system. As of September 30th, 2025, the company had 182.5 million total customer relationships . This included 122.5 million pharmacy customers, more than 23.5 million behavioral care customers, over 18.4 million dental customers, and more than 18 million medical customers. As we discussed last November , Cigna announced the launch of a new rebate-free model for pharmacy benefits. The improved transparency for consumers and average savings on brand-name prescriptions of 30% should take the regulatory scrutiny off Cigna. This ...
What Happened? Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) fell 4.5% in the morning session after German regulators ordered the company to stop imposing price controls on its marketplace in the country and to hand over approximately $70 million in alleged unfair gains. Germany's Federal Cartel Office prohibited Amazon from setting price caps for third-party retailers,...
What Happened? Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) fell 4.5% in the morning session after German regulators ordered the company to stop imposing price controls on its marketplace in the country and to hand over approximately $70 million in alleged unfair gains. Germany's Federal Cartel Office prohibited Amazon from setting price caps for third-party retailers, stating the company's methods were "based on non-transparent rules." The watchdog added that it was not clear to sellers how these price limits were determined. This negative regulatory news arrived as the company was scheduled to report its fourth-quarter results, adding to investor unease. Concerns were already present regarding Amazon's rising capital expenditures, which surged in 2025, largely driven by investments in data centers and AI infrastructure. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Amazon? Access our full analysis report here, it’s free. What Is The Market Telling Us Amazon’s shares are not very volatile and have only had 6 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. The previous big move we wrote about was 16 days ago when the stock dropped 2.2% on the news that the U.S. announced potential tariffs on several European countries. The sell-off was a reaction to news that the White House planned to impose a 10% tariff on imports from eight European nations, including France, Germany, and the United Kingdom, starting February 1. Reports indicated the tariffs were intended to pressure Denmark over the potential sale of Greenland to the U.S. and could rise to 25% if a deal was not reached. The announcement caused a significant downturn in U.S. stocks, with the S&P 500 and Dow Jones falling...
What Happened? Shares of cloud computing and online retail behemoth Amazon AMZNfell 4.5% in the morning session after German regulators ordered the company to stop imposing price controls on its marketplace in the country and to hand over approximately $70 million in alleged unfair gains. Germany's Federal Cartel Office prohibited Amazon from setting price caps for third-party retailers, stating t...
What Happened? Shares of cloud computing and online retail behemoth Amazon AMZNfell 4.5% in the morning session after German regulators ordered the company to stop imposing price controls on its marketplace in the country and to hand over approximately $70 million in alleged unfair gains. Germany's Federal Cartel Office prohibited Amazon from setting price caps for third-party retailers, stating the company's methods were "based on non-transparent rules." The watchdog added that it was not clear to sellers how these price limits were determined.This negative regulatory news arrived as the company was scheduled to report its fourth-quarter results, adding to investor unease. Concerns were already present regarding Amazon's rising capital expenditures, which surged in 2025, largely driven by investments in data centers and AI infrastructure. What Is The Market Telling Us Amazon’s shares are not very volatile and have only had 6 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. The previous big move we wrote about was 16 days ago when the stock dropped 2.2% on the news that the U.S. announced potential tariffs on several European countries. The sell-off was a reaction to news that the White House planned to impose a 10% tariff on imports from eight European nations, including France, Germany, and the United Kingdom, starting February 1. Reports indicated the tariffs were intended to pressure Denmark over the potential sale of Greenland to the U.S. and could rise to 25% if a deal was not reached. The announcement caused a significant downturn in U.S. stocks, with the S&P 500 and Dow Jones falling more than 1.4% as investors returned from a holiday weekend and reacted to the heightened trade uncertainty. The downturn was further exacerbated by a spike in Treasury yields. Higher rates particularly hur...
SARINYAPINNGAM/iStock via Getty Images We are only in early February, but tremors are developing throughout the market, asset classes, and the economy. Silver just had its biggest one-day sell-off last Friday since ' Call Me ' from Blondie was the #1 hit in America. Bitcoin's drawdown hit 40% on Tuesday from its highs in October. Ethereum and other cryptocurrencies have seen bigger declines. S&P N...
SARINYAPINNGAM/iStock via Getty Images We are only in early February, but tremors are developing throughout the market, asset classes, and the economy. Silver just had its biggest one-day sell-off last Friday since ' Call Me ' from Blondie was the #1 hit in America. Bitcoin's drawdown hit 40% on Tuesday from its highs in October. Ethereum and other cryptocurrencies have seen bigger declines. S&P North American Technology Software Index (Google Finance) One sell-off in the market has just started to get some mentions in the financial press. The S&P North American Technology Software Index declined some 15% in January, this index's biggest monthly decline since 2008 during the Great Financial Crisis. Worries are growing that AI capabilities will cannibalize a good portion of the existing software industry. The decline has been particularly brutal for the SaaS sector. The fallout from this development is going to have long-term impacts on the sector as well as on the economy. In today's article I am going to dive deeper into a term that is going to see a huge increase in recognition and utilization by the end of 2026. And that is ' White-Collar Recession.' Something I think probably has a coin toss probability of happening by the end of this year. Raymond James As I realized, posted to me, and at current valuations, AI is a potential lose-lose proposition . Scenario 1 is that AI-related revenues don't grow nearly at the pace needed to justify the massive investments being made to build out AI infrastructure. In Scenario 2, AI gains much faster traction than currently envisioned. This development disrupts entire industries and results in a large increase in the unemployment rate. Obviously, this would have significant negative impacts on the U.S. economy as consumption and consumer confidence fell even further. This would also adversely affect federal and state budgets due to higher unemployment insurance payouts as well as decreased tax revenues coming in from wages an...
An aggressive stock market sell-off focused on investors' fears that AI will disrupt the software industry has spread to some of Wall Street's biggest money management firms. And their executives have seen enough. "For those on the call that are thinking Fortune 500 companies are going to take all their software and just rip it out and just say, 'I'll just ask ChatGPT,' that's simply not the way i...
An aggressive stock market sell-off focused on investors' fears that AI will disrupt the software industry has spread to some of Wall Street's biggest money management firms. And their executives have seen enough. "For those on the call that are thinking Fortune 500 companies are going to take all their software and just rip it out and just say, 'I'll just ask ChatGPT,' that's simply not the way it works. Don't take my word for it again. We're not technologists. Take Jensen Huang's words for it," Blue Owl (OWL) co-CEO Marc Lipschultz said on the company's fourth quarter earnings call Thursday morning. Earlier this week, Nvidia's Huang brushed away the worry AI will reinvent enterprise software tools, decimating legacy players. Blue Owl stock fell about 4% on Thursday following the company's quarterly results, which reported $300 billion in assets under management for the first time, bringing its stock losses over the past month to 27%. "In order for us to have material losses, I can't describe for you anything fact-based," Lipschultz added, noting the firm doesn't see losses stacking up that would result in a "material degradation" in the performance of its funds. The company added that its exposure to software loans accounts for 8% of its total assets. About half the company's assets under management are housed within its private credit platform. "Of course, I can do it in math," Lipschultz said. "But there's no relation to any practical statistic that would lead to anything other than ... a lower return for a year, [or] you get a lower return for a couple of years." The executive added that one would "have to destroy 70% of the value of every one of these software companies" for the current losses being priced in by the market to come to fruition. Read more: How to protect your portfolio from an AI bubble UBS strategists warned earlier this week that in an "aggressive disruption" scenario where default rates map to economically stressful times in the past and indu...
Earnings Call Insights: Crown Holdings, Inc. (CCK) Q4 2025 Management View Timothy Donahue, Chairman, President & CEO, stated the company "delivered another solid quarter to complete an outstanding year," highlighting over 20% earnings per share growth and achievement of the long-term leverage target of 2.5x. He emphasized, "fourth quarter global beverage can unit volumes were up 3%, helping to de...
Earnings Call Insights: Crown Holdings, Inc. (CCK) Q4 2025 Management View Timothy Donahue, Chairman, President & CEO, stated the company "delivered another solid quarter to complete an outstanding year," highlighting over 20% earnings per share growth and achievement of the long-term leverage target of 2.5x. He emphasized, "fourth quarter global beverage can unit volumes were up 3%, helping to deliver level global beverage segment income against a very strong prior year fourth quarter." Donahue noted operational excellence in managing the impacts of tariffs and border conflicts, particularly mentioning a 2.5% volume gain in North America offset by a 3% decline in Brazil. He also reported record segment income of over $1 billion in Americas Beverage and record income in European Beverage, which saw a 10% volume increase for both the quarter and the year. On strategic investments, Donahue remarked, "we remain focused on responsibly investing to support our partners' needs to grow their businesses, and we also remain committed to paying a dividend that grows over time and returning the capital to shareholders through disciplined share repurchases." CFO Kevin Clothier reported, "earnings in the quarter were $1.31 per share compared to $3.02 per share in the prior year quarter, which included a $2.32 per share gain from the sale of Eviosys. Adjusted earnings per share were $1.74, up 9% compared to $1.59 in the prior year quarter." Clothier added, "the company generated record free cash flow of $1.146 billion in 2025 compared to the prior year record of $814 million in 2024." He confirmed the company maintained its net leverage target of 2.5x and returned $625 million to shareholders during the year. Outlook Crown Holdings projects Q1 2026 adjusted earnings per diluted share in the range of $1.70 to $1.80, with full year 2026 projected at $7.90 to $8.30 per share. Management also estimates 2026 full year free cash flow to be approximately $900 million after $550 million ...
Earnings Call Insights: Sirius XM Holdings Inc. (SIRI) Q4 2025 Management View Jennifer Witz, CEO, stated that "we delivered on our commitments and finished the year with strong Q4 results, exceeding our guidance and growing free cash flow year-over-year." She highlighted a refocused strategy emphasizing the SiriusXM in-car audience and expanding the ad network, achieving $8.56 billion in revenue,...
Earnings Call Insights: Sirius XM Holdings Inc. (SIRI) Q4 2025 Management View Jennifer Witz, CEO, stated that "we delivered on our commitments and finished the year with strong Q4 results, exceeding our guidance and growing free cash flow year-over-year." She highlighted a refocused strategy emphasizing the SiriusXM in-car audience and expanding the ad network, achieving $8.56 billion in revenue, $2.67 billion in adjusted EBITDA, and $1.26 billion in free cash flow for 2025, while targeting $1.5 billion in free cash flow by 2027. Witz announced a new 3-year agreement with Howard Stern and a slate of new content channels, including Metallica and Unwell Music, as well as expansions in sports audio content and new political programming. She cited increased engagement across channels, with sports listening up year-over-year and the launch of a full-time Megyn Kelly channel. The company launched the automotive Pandora app with GM and expanded 360L platform penetration, now available in more than half of new SiriusXM-enabled vehicle sales and debuting in new models such as the 2026 Toyota RAV4. Witz described product enhancements including continuous service for reduced friction when changing vehicles, companion subscriptions, and positive growth in tailored package offerings, such as the multiyear automotive dealer subscription program and Podcast+. She reported that SiriusXM is now the "#1 podcast network in the nation" with podcast ad revenue growing 41% for the full year and programmatic demand up more than 92% over Q4 2024. Video and social revenue from creators like MrBallen was up 4x year-over-year. Witz introduced new CFO Zach Coughlin, noting his experience and focus on maintaining a strong balance sheet, driving margins, and optimizing cash flows. Zachary Coughlin, CFO, stated, "We closed out 2025 with solid execution against our financial and strategic priorities. We sustained healthy margins, generated strong and growing free cash flow, continue to make disci...
Gold and silver are getting cheaper. So is SSR Mining stock. Owning SSR Mining (SSRM 5.56%) stock hasn't been a lot of fun this past week. Shares of the gold miner (which also mines copper, silver, lead, and zinc) are down 5.4% through 11:40 a.m. ET Thursday. This is only SSR's second straight day of declines, but the stock's down 19% since hitting its all-time high above $28 on Jan. 28. Gold and ...
Gold and silver are getting cheaper. So is SSR Mining stock. Owning SSR Mining (SSRM 5.56%) stock hasn't been a lot of fun this past week. Shares of the gold miner (which also mines copper, silver, lead, and zinc) are down 5.4% through 11:40 a.m. ET Thursday. This is only SSR's second straight day of declines, but the stock's down 19% since hitting its all-time high above $28 on Jan. 28. Gold and silver prices fall What's ailing SSR Mining? No mystery there: After hitting an all-time high of $5,419.80 per ounce on Jan. 28, gold prices plunged below $4,660 through Monday, according to data from TradingEconomics.com. Prices have recovered somewhat since, and stand at 4,879.10 currently. The story on silver is similar -- but worse. Again, prices peaked on Jan. 28 -- at $116.58 per ounce. By Monday, silver was selling for just $79.21. After a brief bounce higher, though, silver prices have resumed falling, hitting $76.82 today. It makes sense that when the products SSR mines and sells get cheaper, so too would its stock price. Expand NASDAQ : SSRM SSR Mining Today's Change ( -5.56 %) $ -1.34 Current Price $ 22.78 Key Data Points Market Cap $4.9B Day's Range $ 22.45 - $ 23.77 52wk Range $ 8.65 - $ 28.81 Volume 95K Avg Vol 3.1M Gross Margin 28.75 % Is SSR Mining stock a sell? And yet, this is hardly news to Wall Street. Gold and silver prices are widely available, and the costs SSR Mining incurs to mine silver and gold are also well known. That makes it easy for Wall Street analysts to do the math and forecast how much SSR is likely to earn. And what do these analysts say? Simply this: SSR stock costs 24 times trailing earnings today. But gold and silver prices are so much higher now than last year (even after their recent decline), that SSR's forward P/E ratio is less than 6. With earnings forecast to more than double next year, SSR stock has a PEG ratio of about 0.2. SSR stock looks like a buy to me.
Earnings Call Insights: InterDigital, Inc. (IDCC) Q4 2025 Management View Liren Chen, President and CEO, stated that "we have exceeded our goals on all these fronts. We finished 2025 with a strong fourth quarter delivering revenue and EPS above the high end of our outlook, build strong momentum across our licensing programs, completed a key acquisition to strengthen our AI research, and added new ...
Earnings Call Insights: InterDigital, Inc. (IDCC) Q4 2025 Management View Liren Chen, President and CEO, stated that "we have exceeded our goals on all these fronts. We finished 2025 with a strong fourth quarter delivering revenue and EPS above the high end of our outlook, build strong momentum across our licensing programs, completed a key acquisition to strengthen our AI research, and added new invention to our patent portfolio, reaching a new record breaking high." He highlighted the completion of the Samsung smartphone licensing contract, extending the relationship to 2030, and new deals with Vivo and Honor. Chen said, "With these additions, we have now licensed 8 of the top 10 largest smartphone manufacturers, covering about 85% of the overall market." He noted smartphone revenue was just below $680 million, up 14% year-over-year. Chen announced a new agreement with HP in the PC segment and a CE device license agreement with a significant social media company, plus a new license with LG Electronics for digital TVs and monitors. He reported over 50 license agreements since 2021 with a total contract value exceeding $4.6 billion. On the video service licensing side, Chen said, "At the beginning of 2025, we launched our enforcement campaign against Disney+, Hulu and ESPN+ streaming services. We received two preliminary injunctions in Brazil and two in Brazil, and two injunctions in Germany against Disney. And in the fourth quarter, we launched an enforcement proceedings against Amazon." Chen emphasized AI leadership, referencing the acquisition of Deep Render and active contributions to the 6G standards process. He said, "Our portfolio grew by 14% year-over-year and passed 38,000 granted patents and applications." Richard J. Brezski, Executive VP, CFO & Treasurer, stated, "Q4 was a strong finish to an excellent year as we delivered revenue, adjusted EBITDA and non-GAAP EPS in Q4 that all exceeded the high end of our outlook. The upside was driven primarily by the ...
National Museum, Cardiff In a superb, mystical retrospective, the painter sheds social trappings – and her clothes – as she uses her enormous intelligence to paint purely This is Gwen John straight, no chaser. Cardiff’s National Museum has put together a superb, daunting retrospective of the woman who is now, perhaps, the most famous Welsh artist. It is not a blow-by-blow biographical story of how...
National Museum, Cardiff In a superb, mystical retrospective, the painter sheds social trappings – and her clothes – as she uses her enormous intelligence to paint purely This is Gwen John straight, no chaser. Cardiff’s National Museum has put together a superb, daunting retrospective of the woman who is now, perhaps, the most famous Welsh artist. It is not a blow-by-blow biographical story of how she was born in Haverfordwest in 1876, how she and her brother Augustus both loved art as children, how she insisted on going to the Slade School of Fine Art like him then made her life in bohemian France. Instead, the moment you enter the show, you are plunged into her spiritual, austere existence. We meet her in the glory of her solitude, painting cats and the sparse rooms she rented in Paris and women alone in moments of calm thought. There is a row of variants of a young woman in a blue dress with long dark hair sitting weakly in an armchair, a table at her elbow, all painted in about 1920. In most there’s a cup and teapot on the table, in one it’s a bowl of soup. She looks down as she reads a letter, occasionally a book. Their titles vary too – The Letter, The Seated Woman, The Convalescent. Continue reading...
Amazon.com Inc (NASDAQ:AMZN) is expected to report fourth quarter results on February 5, with Wedbush analysts noting that investor sentiment has been improving ahead of the release and reiterating an ‘Outperform’ rating and a $340 price target. “Investor confidence has been building, with...
Amazon.com Inc (NASDAQ:AMZN) is expected to report fourth quarter results on February 5, with Wedbush analysts noting that investor sentiment has been improving ahead of the release and reiterating an ‘Outperform’ rating and a $340 price target. “Investor confidence has been building, with...
Commodity markets provided a supportive backdrop for non-ferrous miners during the fourth quarter of 2025, with strength across both precious metals and copper. The mining stocks fall within the broader Zacks Basic Materials sector, which is shaping up favorably this earnings season. Per the latest Earnings Trends report, it is among 11 of the 16 Zacks sectors, which are expected to deliver year-o...
Commodity markets provided a supportive backdrop for non-ferrous miners during the fourth quarter of 2025, with strength across both precious metals and copper. The mining stocks fall within the broader Zacks Basic Materials sector, which is shaping up favorably this earnings season. Per the latest Earnings Trends report, it is among 11 of the 16 Zacks sectors, which are expected to deliver year-over-year growth in earnings in the quarter. Sector earnings are projected to increase 2.8%, driven by a 9.5% rise in revenues, as higher realized commodity prices acted as a key tailwind. Against this favorable backdrop, we have identified four mining companies HudBay Minerals HBM, Lundin Mining LUNMF, First Quantum Minerals FQVLF and Teck Resources TECK, that appear poised to beat earnings estimates this season and are also likely to deliver improved year-over-year results. How Have Things Shaped Up for These Companies? Price movements across key non-ferrous metals during the October–December 2025 period remained favorable, providing meaningful support to miners’ top lines. Gold and silver particularly delivered standout performances in the fourth quarter. Gold touched a high of $4,557 an ounce in the quarter, with average prices soaring 55% year over year to a record $4,135 per ounce. Safe-haven demand as well as central-bank purchases supported prices. Notably, quarterly gold demand reached 1,303 tons, the highest ever for a fourth quarter. This was driven by robust ETF inflows (175 tons) and a 12-year high in bar and coin demand. Silver prices also strengthened materially, hitting a quarterly high of $82.67 per ounce, with average prices up 74% year over year. Ongoing supply deficits, steady industrial demand and safe-haven interest continued to support prices. Copper prices ranged from $4.80 per pound to a high of $5.89 in the fourth quarter. Average prices were $5.21, which were 22% higher than the last year quarter. Steady demand from electrification, renewable energ...