CARLSBAD, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Viasat, Inc. (NASDAQ: VSAT), a global leader in satellite communications, today published its third quarter fiscal year 2026 financial results. The letter to shareholders and accompanying webcast slides are available on the Investor Relations section of the company's website. Conference Call Details As previously announced, Management will host a conference call to discuss the results today, Thursday, February 5, 2026 at 2:30 p.m. PT (5:30 p.m. ET). Access Information: Dial-in: (800) 715-9871 (U.S./Canada toll-free) or (646) 307-1963 (international) Conference ID: 3835630 Live webcast: Available on Viasat's Investor Relations website. A replay of the call will be archived on the Investor Relations site. About Viasat Viasat is a global communications company that believes everyone and everything in the world can be connected. With offices in 24 countries around the world, our mission shapes how consumers, businesses, governments and militaries around the world communicate and connect. Viasat is developing the ultimate global communications network to power high-quality, reliable, secure, affordable, fast connections to positively impact people's lives anywhere they are—on the ground, in the air or at sea, while building a sustainable future in space. In May 2023, Viasat completed its acquisition of Inmarsat, combining the teams, technologies and resources of the two companies to create a new global communications partner. Learn more at www.viasat.com , the Viasat News Room or follow us on LinkedIn , X , Instagram , Facebook , Bluesky , Threads , and YouTube . Copyright © 2026 Viasat, Inc. All rights reserved. Viasat, the Viasat logo and the Viasat Signal are registered trademarks in the U.S. and in other countries of Viasat, Inc. All other product or company names mentioned are used for identification purposes only and may be trademarks of their respective owners. Viasat, Inc. Contacts Scott Goryl/Daniel Bleier, Cor...

Highlights: Fourth quarter intermodal volume increased 1% from prior year Strong year-end balance sheet with cash and restricted cash of approximately $140 million and lower net debt 2025 preliminary operating cash flow of approximately $194 million 2025 capital expenditures of approximately $45 million Introduced preliminary 2026 outlook with expected revenue of $3.65 billion to $3.95 billion and capital expenditures of $35 million to $45 million OAK BROOK, Ill., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Hub Group, Inc. (Nasdaq: HUBG) announced select preliminary fourth quarter and full year 2025 financial results and delayed its earnings release and conference call. The Company also announced that it will restate its financial statements for the first, second and third quarters of 2025 due to an error that resulted in the understatement of purchased transportation costs and accounts payable. There is no expected impact on total cash and cash equivalents or operating cash flow for any periods. Select Preliminary 2025 Financial Results “Hub Group delivered strong operating cash flows and revenue performance in 2025 despite industry headwinds. Intermodal volume growth and new business awards supported top-line results through the year and during the fourth quarter. The Marten Intermodal acquisition performed well and demonstrated our disciplined approach to capital allocation. We believe that our financial strength and ability to navigate shifting market conditions continue to position us well in serving our customers’ evolving business needs. Hub Group remains focused on executing our strategy and delivering accelerating growth,” said Phil Yeager, Hub Group’s President, Chief Executive Officer and Vice Chairman. Consolidated operating revenue for full year 2025 is expected to be approximately $3.7 billion compared to 2024 operating revenues of $3.9 billion, in line with the previously communicated guidance range. Full year 2025 ITS Segment operating revenue is expected to b...

MENLO PARK, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Exponent, Inc. (Nasdaq: EXPO) today reported financial results for the fourth quarter and fiscal year 2025 ended January 2, 2026. “We delivered a strong finish to 2025 reflecting the strength, diversification, and resilience of our portfolio,” stated Dr. Catherine Corrigan, President and Chief Executive Officer. “Growth in proactive engagements during the fourth quarter was driven by increased demand for user research services in the consumer electronics sector and expanded risk management work within utilities. Growth in reactive engagements was led by failure analysis and dispute-related activities across a broad range of sectors, including energy, construction, transportation, and life sciences.” “Our market drivers are stronger than ever, supported by the durable and diversified platform Exponent has built over decades across industries, scientific disciplines, and client engagements,” Dr. Corrigan continued. “As artificial intelligence and other advanced technologies become increasingly embedded in complex and performance-critical systems, rising societal expectations for safety and reliability continue to drive demand for our specialized expertise. Exponent is uniquely positioned to support clients with rigorous and independent insights across the full product lifecycle.” Fourth Quarter Financial Results Total revenues increased 7.8% to $147.4 million during the 13-week fourth quarter of 2025, as compared to $136.8 million during the 14-week fourth quarter of 2024. Revenues before reimbursements increased 4.5% to $129.4 million, as compared to $123.8 million in the fourth quarter of 2024. Net income increased to $24.8 million, or $0.49 per diluted share, in the fourth quarter of 2025, as compared to $23.6 million, or $0.46 per diluted share, in the same period of 2024. The tax benefit associated with share-based awards realized during the fourth quarter of 2025 was $0.1 million as compared to $0.6 million i...

CINCINNATI, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Phillips Edison & Company, Inc. (Nasdaq: PECO) (“PECO” or the “Company”), one of the nation’s largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers, today reported financial and operating results for the fourth quarter and full year ended December 31, 2025 and provided guidance for 2026. For the fourth quarter and full year ended December 31, 2025, net income attributable to stockholders was $47.5 million, or $0.38 per diluted share, and $111.3 million, or $0.89 per diluted share, respectively. Highlights for the Fourth Quarter, Full Year and Subsequent Reported Nareit FFO of $88.8 million, or $0.64 per diluted share, for the fourth quarter Reported Core FFO of $91.1 million, or $0.66 per diluted share, for the fourth quarter Generated Nareit FFO per share of $2.54 for the full year, or 7.2% growth over 2024 Generated Core FFO per share of $2.60 for the full year, or 7.0% growth over 2024 Increased same-center NOI year-over-year by 3.2% for the fourth quarter, and increased same-center NOI by 3.8% for the full year Reported strong leased portfolio occupancy of 97.3% and same-center leased portfolio occupancy of 97.6% Increased leased inline occupancy and same-center leased inline occupancy to a record-high 95.1% Executed portfolio comparable new leases at a rent spread of 34.3% and inline comparable new leases at a rent spread of 27.5% during the fourth quarter Executed portfolio comparable renewal leases at a rent spread of 20.0% and inline comparable renewal leases at a rent spread of 19.8% during the fourth quarter Acquired $395.5 million in assets at PECO’s total prorated share for the full year, which included 18 shopping centers, an outparcel and land for future development Sold $145.4 million in assets at PECO’s total prorated share for the full year, which included nine shopping centers and development land Subsequent to quarter end, acquired $77.0 million in assets, which i...

Q2 FY 2026 Diluted Earnings Per Share of $0.46 $11.6 Million in Net Income and $33.9 Million in non-GAAP EBITDA in Q2 FY 2026 Company Announces Quarterly Cash Dividend Completes Rebrand to Gold.com and Transition to New York Stock Exchange (NYSE: GOLD) COSTA MESA, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Gold.com, Inc. (NYSE: GOLD), (“Gold.com” or the “Company”), a fully integrated alternative assets platform that offers an extensive range of precious metals, numismatic coins, and collectibles to consumers, collectors, and institutional clients worldwide, reported results for the fiscal second quarter ended December 31, 2025. Management Commentary “Our second quarter results demonstrate our ability to successfully navigate rapidly evolving market conditions,” said Gold.com CEO Greg Roberts. “During the quarter, we experienced an increase in consumer demand across our platforms, however, premium spreads remained tight and backwardation in the silver market contributed to trading losses and higher interest expense due to increases in product financing and precious metals lease rates. Despite these headwinds, we delivered $11.6 million in net income and earnings of $0.46 per diluted share, demonstrating the resilience of our diversified platform and disciplined approach to managing market volatility. “During the quarter, we completed several important strategic initiatives, including our rebranding from A-Mark Precious Metals to Gold.com, the transfer of our stock listing from NASDAQ to the New York Stock Exchange under the ticker symbol “GOLD”, and the relocation of our corporate headquarters to Costa Mesa, California. In January 2026, we closed the acquisition of Monex Deposit Company, one of the largest and most established direct-to-consumer precious metal dealers in the United States. These milestones reflect the continued evolution of our business and position us to enhance our visibility, liquidity, and alignment with our long-term strategy. We are also making ...

Revenue up 9% year-over-year Record Quarterly Operating Margin and Operating Cash Flow Share Repurchases totaled $119 million fiscal YTD SAN FRANCISCO, Feb. 05, 2026 (GLOBE NEWSWIRE) -- LiveRamp® (NYSE: RAMP), a leading data collaboration platform, today announced its financial results for the quarter ended December 31, 2025. Q3 Financial Highlights Unless otherwise indicated, all comparisons are to the prior year period. Total revenue was $212 million, up 9%. Subscription revenue was $158 million, up 9%. Marketplace & Other revenue was $54 million, up 8%. GAAP gross profit was $153 million, up 9%. GAAP gross margin of 72% was flat. Non-GAAP gross profit was $156 million, up 7%. Non-GAAP gross margin of 74% compressed by 1 percentage point. GAAP income from operations was $40 million compared to $15 million. GAAP operating margin of 19% expanded by 11 percentage points. Non-GAAP operating income was $62 million, up 36%. Non-GAAP operating margin of 29% expanded by 6 percentage points. GAAP and non-GAAP diluted earnings per share was $0.62 and $0.76, respectively. Net cash provided by operating activities was $67 million compared to $45 million. Third quarter share repurchases totaled 1.4 million shares for $39 million. Fiscal year-to-date share repurchases through December 31, 2025 totaled 4.3 million shares for $119 million. A reconciliation between GAAP and non-GAAP results is provided in the schedules in this press release. Commenting on the results, CEO Scott Howe said: "Third quarter revenue and operating income was ahead of our expectations, and we posted record quarterly operating margin and operating cash flow. Beyond the numbers, we made notable progress with several growth initiatives: We debuted new AI tools in our Data Marketplace, added more AI partners to our network and expanded our partnership with Publicis. As we look ahead to fiscal 2027, we are well-positioned for strong growth." GAAP and Non-GAAP Results The following table summarizes the Company...

– Record $278 Million of Annual Investment Activity in 2025 – – Increases Quarterly Common Stock Dividend by 5.3% – – Announces 2026 Outlook – WINTER PARK, Fla., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Alpine Income Property Trust, Inc. (NYSE: PINE) (the “Company” or “PINE”), an owner and operator of single tenant net leased commercial income properties, today announced its operating results and earnings for the three months and year ended December 31, 2025. Fourth Quarter and Full Year 2025 Highlights Operating results for the three months and years ended December 31, 2025 and 2024 (dollars in thousands, except per share data): Three Months Ended Year Ended December 31, 2025 December 31, 2024 December 31, 2025 December 31, 2024 Total Revenues $ 16,900 $ 13,791 $ 60,532 $ 52,227 Net Income (Loss) Attributable to PINE $ 1,473 $ (958 ) $ (2,657 ) $ 2,066 Net Income (Loss) per Diluted Share Attributable to PINE $ 0.06 $ (0.07 ) $ (0.22 ) $ 0.14 FFO Attributable to Common Stockholders (1) $ 8,460 $ 6,965 $ 29,292 $ 26,098 FFO Attributable to Common Stockholders per Diluted Share (1) $ 0.54 $ 0.44 $ 1.88 $ 1.73 AFFO Attributable to Common Stockholders (1) $ 8,464 $ 6,894 $ 29,373 $ 26,185 AFFO Attributable to Common Stockholders per Diluted Share (1) $ 0.54 $ 0.44 $ 1.89 $ 1.74 _______________________________ (1) See the “Non-GAAP Financial Measures” section and tables at the end of this press release for a discussion and reconciliation of Net Income (Loss) to non-GAAP financial measures, including FFO Attributable to Common Stockholders, FFO Attributable to Common Stockholders per diluted share, AFFO Attributable to Common Stockholders, and AFFO Attributable to Common Stockholders per diluted share. “We delivered a strong finish to 2025, growing AFFO per share by 22.7% in the fourth quarter and 8.6% for the full year compared to the comparable prior year periods. Further, we expect 2026 to also generate significant growth which is reflected in our 2026 earnings guidance and t...

Record second quarter Revenue, Adjusted EBITDA, EPS, and Adjusted EPS Revenue grew 17% versus prior year quarter, fourth consecutive quarter of double-digit growth EPS grew 45% year-over-year to $0.83 and adjusted EPS grew 46% to $0.87 Raises Fiscal Year Revenue and Adjusted EBITDA Guidance WASHINGTON, Feb. 05, 2026 (GLOBE NEWSWIRE) -- IBEX Limited (“ibex”), a leading provider in global business process outsourcing and end-to-end customer engagement technology solutions, today announced financial results for its second fiscal quarter ended December 31, 2025. Three Months Ended December 31, Six Months Ended December 31, ($ millions, except per share amounts) 2025 2024 Change 2025 2024 Change Revenue $ 164.2 $ 140.7 16.7 % $ 315.4 $ 270.4 16.6 % Net income $ 12.2 $ 9.3 31.8 % $ 24.3 $ 16.8 44.4 % Net income margin 7.4 % 6.6 % 80 bps 7.7 % 6.2 % 150 bps Adjusted net income (1) $ 12.8 $ 9.6 33.0 % $ 25.9 $ 18.6 39.0 % Adjusted net income margin (1) 7.8 % 6.8 % 100 bps 8.2 % 6.9 % 130 bps Adjusted EBITDA (1) $ 20.7 $ 16.5 25.2 % $ 40.2 $ 32.1 25.0 % Adjusted EBITDA margin (1) 12.6 % 11.8 % 80 bps 12.7 % 11.9 % 80 bps Earnings per share – diluted (2) $ 0.83 $ 0.57 44.9 % $ 1.65 $ 1.00 65.7 % Adjusted earnings per share – diluted (1,2) $ 0.87 $ 0.59 46.3 % $ 1.77 $ 1.11 59.6 % (1) See accompanying Exhibits for the reconciliation of each non-GAAP measure to its most directly comparable GAAP measure. (2) The current period percentages are calculated based on exact amounts, and therefore may not recalculate exactly using rounded numbers as presented. “Ibex continued to carry forward the momentum built over the past two years, and delivered an outstanding second quarter with revenue growth of 17% to a record $164.2 million and adjusted EPS growth of 46%,” said Bob Dechant, ibex CEO. “This terrific performance is a direct result of exceptional operational delivery for our blue chip clients, enabling us to win significant market share from our competitors. In addition, our new l...

Q2'26 Financial Results Revenue of $302.5 million, up 13% year-over-year Fiscal second quarter Core IoT product sales grew by 53% year-over-year GAAP gross margin of 43.5% Non-GAAP gross margin of 53.6% GAAP loss per share of $0.38 Non-GAAP diluted earnings per share of $1.21 SAN JOSE, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Synaptics Incorporated (Nasdaq: SYNA) today reported financial results for its second quarter of fiscal 2026 ended December 27, 2025. Net revenue for the second quarter of fiscal 2026 was $302.5 million. GAAP net loss for the second quarter of fiscal 2026 was $14.8 million, or a loss of $0.38 per basic share. Non-GAAP net income for the second quarter of fiscal 2026 was $48.4 million, or $1.21 per diluted share. “We delivered another strong quarter, with Core IoT product sales increasing 53% year-over-year, driving total revenue up 13% year-over-year and supporting GAAP and non-GAAP operating margin expansion. The accelerating shift toward physical and edge AI aligns well with our differentiated portfolio of processors, wireless connectivity, and sensing technologies. These trends are creating opportunities to expand into new markets in areas such as robotics, where we are sampling our solutions in humanoids. We believe we are well positioned to capture these opportunities and drive long-term, sustainable growth,” said Rahul Patel, Synaptics' President and Chief Executive Officer. Business Outlook Ken Rizvi, the Company's Chief Financial Officer, added, “We remain focused on disciplined execution and have delivered double-digit year-over-year revenue growth for the fifth consecutive quarter. We entered the third quarter with a healthy backlog and our guidance reflects continued year-over-year growth. We are generating solid operating cash flow and investing in key organic growth initiatives.” The third quarter fiscal 2026 outlook information provided below is based on the Company’s current estimates and is not a guarantee of future performance...

Fourth Quarter 2025 Highlights Revenue grew 15% year over year to $1.91 billion Product revenue grew 20% year over year to $691 million Billings grew 18% to $2.37 billion 1 Unified SASE billings grew 40% GAAP operating margin of 33% Non-GAAP operating margin of 37%1 Full Year 2025 Highlights Revenue grew 14% year over year to $6.80 billion Product revenue grew 16% year over year to $2.22 billion Billings grew 16% to $7.55 billion 1 Unified SASE & SecOps billings grew 24% GAAP operating margin of 31% Non-GAAP operating margin of 35% 1 Free cash flow of $2.21 billion 1 Exceeded the ‘Rule of 45’ for the sixth consecutive year2 SUNNYVALE, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Fortinet® (Nasdaq: FTNT), a global cybersecurity leader driving the convergence of networking and security, today announced financial results for the fourth quarter of 2025 and full year ended December 31, 2025. “We are pleased with our strong finish to the year, highlighted by an excellent fourth quarter driven by broad-based demand across our portfolio, which drove billings above the high end of our guidance,” said Ken Xie, Founder, Chairman and Chief Executive Officer of Fortinet. “We continue to execute our strategy by accelerating our investments in high-growth Unified SASE and Security Operations markets, delivering strong momentum while further strengthening our Secure Networking leadership. As the #1 firewall leader with a 55% unit market share, Fortinet is well-positioned to extend that leadership into SASE, driven by our rapidly expanding SASE adoption and growing customer demand. Our easy-to-adopt FortiSASE solution, powered by our single FortiOS operating system, supports both sovereign and public deployments, delivering high performance with significantly lower total cost of ownership than the competition.” Recent Business Highlights Announced an integrated solution with NVIDIA that delivers isolated infrastructure acceleration for the AI Factory, embedding FortiGate VM on BlueFiel...

COVINGTON, La., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Pool Corporation (Nasdaq: POOL) announced today that the Company will release its full year and fourth quarter 2025 earnings results before the market opens on February 19, 2026, and will hold a conference call to discuss the results at 10:00 a.m. Central Time (11:00 a.m. Eastern Time) that same day. The earnings release as well as a live webcast and replay of the conference call will be available on the Company’s website at www.poolcorp.com. The conference call can also be accessed by dialing 1-888-348-8936 (domestic) or 1-412-902-4265 (international). Pool Corporation is the world’s largest wholesale distributor of swimming pool and related backyard products. POOLCORP operates approximately 455 sales centers in North America, Europe and Australia through which it distributes more than 200,000 products to roughly 125,000 wholesale customers. For more information about POOLCORP, please visit www.poolcorp.com. CONTACT: Kristin S. Byars Director, Investor Relations and Finance 985.801.5153 kristin.byars@poolcorp.com

Q2 2026 Recurring & Other Revenue of $387.0 million, up 11.3% year-over-year Q2 2026 Total Revenue of $416.1 million, up 10.4% year-over-year Continued growth in cash flows - trailing twelve months net cash provided by operating activities margin of 28.3% and free cash flow margin of 23.6% Repurchased $100 million or 690,000 shares in Q2 2026; $600 million or 3.7 million shares repurchased since May 2024 SCHAUMBURG, Ill., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Paylocity Holding Corporation (Nasdaq: PCTY), a leading provider of cloud-based HR, Finance, and IT solutions, today announced financial results for the second quarter of fiscal year 2026, which ended December 31, 2025. “The momentum seen in Q1 continued into the second quarter and contributed to a strong selling season performance and increased revenue and profitability guidance for fiscal 26. Our results continue to be driven by the combination of strong sales, operational execution, and product differentiation – including the addition of new platform capabilities like Benefits Guided Setup to support our clients and broker partners through open enrollment season. Additionally, as highlighted last quarter, we continue to invest in AI and broader automation efforts internally to drive greater efficiency and productivity across our business, as evidenced by our increasing free cash flow and adjusted EBITDA margins. I would also like to thank all of our Paylocity teams as they support our clients through our busiest time of year,” said Toby Williams, President and Chief Executive Officer of Paylocity. Second Quarter Fiscal 2026 Financial Highlights Revenue: Recurring & other revenue was $387.0 million, an increase of 11.3% from the second quarter of fiscal year 2025. Total revenue was $416.1 million, an increase of 10.4% from the second quarter of fiscal year 2025. Operating Income: GAAP operating income was $70.4 million and non-GAAP operating income was $119.1 million in the second quarter of fiscal year 2026 comp...

AUSTIN, Texas, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, announced today financial results for the fourth quarter of 2025. All per share results are presented on a fully diluted basis. Highlights Reported net income available to common stockholders of $0.24 per share in 4Q25, compared to $0.51 in 4Q24 Reported FFO per share of $1.89 in 4Q25, compared to $1.61 in 4Q24 Reported Core FFO per share of $1.86 in 4Q25, compared to $1.73 in 4Q24; reported Constant-Currency Core FFO per share of $1.81 in 4Q25 Reported rental rate increases on renewal leases of 6.1% on a cash basis in 4Q25 Signed total bookings during 4Q25 that are expected to generate $400 million of annualized GAAP rental revenue at 100% share; at Digital Realty’s share, total bookings were $175 million, including a $96 million contribution from the 0-1 megawatt plus interconnection category Reported a backlog of $817 million of annualized GAAP base rent, at Digital Realty’s share, at year end 2025 Introduced 2026 Core FFO per share outlook of $7.90 - $8.00 on a reported and Constant-Currency basis Financial Results Digital Realty reported revenues of $1.6 billion in the fourth quarter of 2025, a 4% increase from the previous quarter and a 14% increase from the same quarter last year. The company delivered net income of $96 million in the fourth quarter of 2025, as well as net income available to common stockholders of $88 million and $0.24 per share, compared to $0.15 per share in the previous quarter and $0.51 per share in the same quarter last year. Digital Realty generated Adjusted EBITDA of $857 million in the fourth quarter of 2025, a 1% decrease from the previous quarter and a 14% increase over the same quarter last year. The company reported Funds From Operations (FFO) of $658 million in the fourth quarter of 2025, or $1.89 per share, compared to $1.65 per share in the...

Digital Realty's data center business is booming as the AI market expands. When investors want to profit from the AI boom, they generally gravitate toward chipmakers like Nvidia (NVDA 1.35%) or software companies like Palantir (PLTR 6.87%). They probably pay less attention to real estate investment trusts (REITs), which are buying up data centers, renting out the space, and paying out most of that income as dividends. One of the largest data center REITs is Digital Realty (DLR 1.28%), which operates more than 300 data centers across over 50 metropolitan areas. It serves over half of the Fortune 500, and its top customers include IBM, Oracle, and Meta. Let's see why it's a reliable long-term play on the cloud and AI markets. What does Digital Realty do? Digital Realty is a triple-net-lease data center REIT, meaning its tenants are responsible for their own maintenance, insurance, and property taxes. Like other REITs, it must pay out at least 90% of its taxable income as dividends to maintain a lower tax rate. From 2020 to 2024, Digital Realty's core funds from operations (FFO) per share -- a key profitability metric for REITs -- rose at a 2% CAGR from $6.22 to $6.72. For 2025, it expects its core FFO per share to rise 9%-10% to $7.32-$7.38. That will easily cover its forward dividend of $4.88 per share, yielding 2.9%. Digital Realty has kept its occupancy rate in the mid-80s over the past five years, and it expects that ratio to expand by 100-200 basis points to 83.9%-84.9% in 2025. Its business continues to grow even as it streamlines its portfolio by divesting its older "non-core" data centers, which have less growth potential than its higher-growth hyperscale data centers. Expand NYSE : DLR Digital Realty Trust Today's Change ( -1.28 %) $ -2.14 Current Price $ 164.65 Key Data Points Market Cap $57B Day's Range $ 162.61 - $ 168.00 52wk Range $ 129.95 - $ 182.48 Volume 2.4M Avg Vol 2M Gross Margin 23.97 % Dividend Yield 2.93 % Why is Digital Realty a worthwhile inve...

Recognized as a Gartner Peer Insights™ Customers’ Choice for Security Service Edge for the third consecutive year, making Fortinet the only cybersecurity vendor to receive this distinction. Announced an integrated solution with NVIDIA that delivers isolated infrastructure acceleration for the AI Factory, embedding FortiGate VM on BlueField-3 DPUs to provide firewalling, segmentation and policy enforcement directly in the infrastructure for higher performance, stronger isolation and simpler operations. “We are pleased with our strong finish to the year, highlighted by an excellent fourth quarter driven by broad-based demand across our portfolio, which drove billings above the high end of our guidance,” said Ken Xie, Founder, Chairman and Chief Executive Officer of Fortinet. “We continue to execute our strategy by accelerating our investments in high-growth Unified SASE and Security Operations markets, delivering strong momentum while further strengthening our Secure Networking leadership. As the #1 firewall leader with a 55% unit market share, Fortinet is well-positioned to extend that leadership into SASE, driven by our rapidly expanding SASE adoption and growing customer demand. Our easy-to-adopt FortiSASE solution, powered by our single FortiOS operating system, supports both sovereign and public deployments, delivering high performance with significantly lower total cost of ownership than the competition.” Story Continues Fortinet Expands Share Repurchase Authorization by $1.0 Billion Fortinet today announced that its Board of Directors has authorized an increase of its share repurchase program by $1.0 billion worth of shares of common stock, for an aggregate authorized repurchase amount of up to $10.25 billion through February 28, 2027. As of February 4, 2026 approximately $1.38 billion remained available under the share repurchase program, including the $1.0 billion increase. Repurchases under Fortinet’s share repurchase program may be made through privately ne...

Micron stock steadies after near 10% drop as AI-spending jitters hit chip trade TechStock²

格隆汇2月6日｜亚马逊(AMZN.O)美股盘后大跌近9%。

格隆汇2月6日｜亚马逊(AMZN.O)：第四季度AWS净销售额为356亿美元。

Bjoern Wylezich/iStock Editorial via Getty Images In my last article, about five months back, which you can find here , I called Vodafone one of the last attractive telecommunication companies on the entire market. After years of underperformance, Vodafone has finally caught a break, and the 2025A performance has been absolutely stellar. I'm very happy, therefore, that I have a major position in Vodafone, and it's one I have had for a while, meaning I now have a well-over 50% RoR inclusive of dividends and FX for the position. Seeking Alpha Vodafone Returns This raises several questions, given the market dynamics we have now. Do we sell? Do we buy more? Do we "HOLD" and keep it here? Vodafone was a great company at a cheap price, but this doesn't mean that it currently pays to hold it or to buy more. My last PT for the company, native, was £0.9/share. The company is now at £1.07/share. That means the company has meaningfully recovered, and were trading at levels of valuation that we have not seen since just after COVID-19. It also means that the updated dividend yield is less than 3.7%; it means that the company is above its 20-year average valuation, and it means that based on current growth estimates, it would require the company to outperform to really do a lot better than this. Of course, as I have stated in recent pieces, I have a proven tendency to exit investments too early once they appreciate – so I need to keep this in mind when looking at this company – and you do as well. Still, my general approach, sentiment, and psychology are that I'd rather exit too early than too late, meaning the company would drop down again. That being said, Vodafone doesn't have a track record of massive, short-term share price movements, so there's some protection from that. Let's see what we have here. Vodafone - Upside is much, much lower at almost £1.1/share. It's fair to say here that the company's risks, which I mentioned in my last piece and will revisit here, have been n...

GOOG stock whipsaws after Alphabet flags up to $185 billion in AI capex TechStock²

格隆汇2月6日｜亚马逊(AMZN.O)：预计2026年第一季度营业利润约为165亿至215亿美元。

Earnings Flash (AMZN) Amazon.com, Inc. Reports Q4 Revenue $213.39B, vs. FactSet Est of $211.44B marketscreener.com

Forex Signals Feb 5: Shell, Linde, Sony, AMZN Amazon Earnings- ECB & BOE Rate Meeting FXLeaders

Earnings Flash (AMZN) Amazon.com Posts Q4 EPS $1.95, vs. FactSet Est of $1.97 marketscreener.com

特朗普推特價藥物資訊網站TrumpRx 稱讓美國人低價買藥 【有線新聞】美國總統特朗普宣布推出新特價藥物資訊平台，讓消費者用低價從藥廠購入處方藥物。 特朗普聲稱新網站「TrumpRx」，讓美國人低價買藥，節省大量開支、變得更健康。新網站針對沒有醫保自費購買藥物的民眾，但並非銷售藥物的平台。新網站提供43種特價藥物，再協助消費者轉到藥廠銷售網站或提供優惠券在藥房買藥，以諾和諾德的減肥藥「維秀美」為例，網站顯示新售價由每月1,349美元減至149美元，大減近9成。16間藥廠早前和美國達成協議同意降低藥價，換取華府豁免加徵關稅。

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Monolithic Power Systems, Inc. press release ( MPWR ): Q4 Non-GAAP EPS of $4.79 beats by $0.05 . Revenue of $751.2M (+20.8% Y/Y) beats by $9.51M . The following are MPS’s financial targets for the first quarter ending March 31, 2026: Revenue in the range of $770.0 million to $790.0 million vs $738.38M consensus GAAP gross margin between 54.9% and 55.5%. Non-GAAP gross margin (1) between 55.2% and 55.8%, which excludes the impact from stock-based compensation and related expenses as well as the impact from amortization of acquisition-related intangible assets. GAAP operating expenses between $207.1 million and $213.1 million. Non-GAAP operating expenses (1) between $156.0 million and $160.0 million, which excludes estimated stock-based compensation and related expenses in the range of $51.1 million to $53.1 million. Total stock-based compensation and related expenses of $52.8 million to $54.8 million including approximately $1.7 million that would be charged to cost of goods sold. Interest and other income in the range of $7.4 million to $7.8 million before foreign exchange gains or losses. Non-GAAP tax rate of 15.0% for 2026. Fully diluted shares outstanding between 49.0 million and 49.4 million. Shares +8% . More on Monolithic Power Systems, Inc. Monolithic Power Systems: Premium Valuation Is Well-Deserved Monolithic Power Systems Is A Silent Killer (Rating Downgrade) Monolithic Power Systems, Inc. Q4 2025 Earnings Preview Notable analyst calls this week: Intel, AMD and Adobe among top picks Seeking Alpha’s Quant Rating on Monolithic Power Systems, Inc.

格隆汇2月6日｜亚马逊(AMZN.O)：预计2026年亚马逊将投资约2000亿美元用于资本支出。

Balance Sheet: Cash and cash equivalents plus marketable securities at the end of the second quarter of fiscal year 2026 totaled $1.6 billion. Net Loss and Net Loss Per Diluted Share: Net loss was $42.6 million for the second quarter of fiscal year 2026, compared with net loss of $38.2 million for the second quarter of fiscal year 2025. Net loss per diluted share was $0.16 for the second quarter of fiscal year 2026, compared with net loss per diluted share of $0.15 for the second quarter of fiscal year 2025. Operating Loss and Operating Margin: Operating loss was $47.7 million for the second quarter of fiscal year 2026, compared with operating loss of $57.5 million for the second quarter of fiscal year 2025. Operating margin was (3%) for the second quarter of fiscal year 2026, compared with (4%) for the second quarter of fiscal year 2025. Revenue: Total revenue was $1,586.3 million for the second quarter of fiscal year 2026, up 23% from $1,286.5 million for the second quarter of fiscal year 2025. "We delivered another strong quarter of enterprise sales and partner execution, which drove total revenue up 23% year-over-year to $1.6 billion, surpassing $6 billion in annual run-rate revenue," said Joe Binz, Atlassian’s CFO. "With RPO up 44% year-over-year to $3.8 billion, our investments across enterprise, AI and system of work are yielding results and deeper, long-term customer commitments to the Atlassian platform." "We closed out Q2 with incredible momentum across the Atlassian platform and achieved some impressive milestones along the way. We delivered our first-ever $1 billion Cloud revenue quarter, which grew 26% year-over-year, crossed 350,000 customers, and Rovo surpassed 5 million monthly active users," said Mike Cannon-Brookes, Atlassian’s CEO and co-Founder. "Companies from the largest enterprises in the world, to the most innovative startups, rely on the Atlassian platform every day to power workflows across their organizations and unleash teamwork and knowl...