imaginima/E+ via Getty Images The American Petroleum Institute reportedly shows a surprise build of 13.4M barrels of oil in U.S. commercial stockpiles for the week ending February 6, after declining by 11.1M barrels in the previous week. Gasoline inventories reportedly show a build of 3.3M barrels for the week, distillate inventories reportedly show a draw of 2M barrels, and Cushing inventories re...
imaginima/E+ via Getty Images The American Petroleum Institute reportedly shows a surprise build of 13.4M barrels of oil in U.S. commercial stockpiles for the week ending February 6, after declining by 11.1M barrels in the previous week. Gasoline inventories reportedly show a build of 3.3M barrels for the week, distillate inventories reportedly show a draw of 2M barrels, and Cushing inventories reportedly show a build of 1.4M barrels. The Energy Information Administration is scheduled to release its weekly U.S. petroleum supply report on Wednesday; the average of analysts surveyed by The Wall Street Journal forecast domestic commercial crude stocks would fall by 400K barrels, gasoline inventories were expected to rise by 300K barrels, and distillate inventories were expected to decline by 2.1M barrels. WTI front-month March crude oil ( CL1:COM ) recently traded at $64.30/bbl after settling Tuesday at $63.96/bbl. ETF: ( USO ) More on crude oil Rout In The U.S. Dollar: A Warning For Non-Farm Payrolls? WTI Crude Oil Range-Bound Near $65 As Iran Talks Cap Upside U.S. November Oil Production Drops
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 5 p.m. ET Call participants Chief Executive Officer — Bernard Zovighian Chief Financial Officer — Scott Ullem Senior Vice President, Investor Relations — Jerrianne Sarte Vice President, TAVR Global — Daniel Lippis Vice President, TMTT Surgical and IHFM — Daveen Chopra Need a quote from a Motley Fool analyst? Email [email protected] Takeaways...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 5 p.m. ET Call participants Chief Executive Officer — Bernard Zovighian Chief Financial Officer — Scott Ullem Senior Vice President, Investor Relations — Jerrianne Sarte Vice President, TAVR Global — Daniel Lippis Vice President, TMTT Surgical and IHFM — Daveen Chopra Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $1.57 billion, representing 11.6% year-over-year growth. -- $1.57 billion, representing 11.6% year-over-year growth. TAVR Product Group Sales -- $1.16 billion, up 10.6% year over year, with high single-digit procedural growth and stable pricing. -- $1.16 billion, up 10.6% year over year, with high single-digit procedural growth and stable pricing. TMTT Product Group Sales -- $156 million, increasing more than 40% year over year, with fiscal TMTT sales (period ended Dec. 31, 2025) exceeding $500 million. -- $156 million, increasing more than 40% year over year, with fiscal TMTT sales (period ended Dec. 31, 2025) exceeding $500 million. Surgical Product Group Sales -- $254 million, up 2% year over year; fiscal surgical sales (period ended Dec. 31, 2025) surpassed $1 billion for the first time. -- $254 million, up 2% year over year; fiscal surgical sales (period ended Dec. 31, 2025) surpassed $1 billion for the first time. Adjusted Earnings Per Share (EPS) -- $0.58, with management citing higher spending on patient access initiatives and increased tax rate as the reason for the lower figure. -- $0.58, with management citing higher spending on patient access initiatives and increased tax rate as the reason for the lower figure. GAAP EPS -- $0.11, reflecting one-time charges from the GennaValve acquisition that did not close and litigation expenses. -- $0.11, reflecting one-time charges from the GennaValve acquisition that did not close and litigation expenses. Adjusted Gross Profit Margin -- 78.3%, compared to 79% a year ago, attributable to increased manufacturing ...
Alexi J. Rosenfeld/Getty Images News One of my biggest weaknesses as an investor is that I sometimes give too much credit to companies that are experiencing rapid growth. Yes, as a value investor, I am always skeptical of businesses that are trading at insanely high multiples. But I am also hesitant to take a bearish stance on a company that is expanding rapidly and moving quickly toward achieving...
Alexi J. Rosenfeld/Getty Images News One of my biggest weaknesses as an investor is that I sometimes give too much credit to companies that are experiencing rapid growth. Yes, as a value investor, I am always skeptical of businesses that are trading at insanely high multiples. But I am also hesitant to take a bearish stance on a company that is expanding rapidly and moving quickly toward achieving profitability. Sometimes, this leads me to be too generous in my rating. A good example of this can be seen by looking at monday.com Ltd. ( MNDY ), a rather interesting company dedicated to providing no-code and low-code software services. Back in June of 2021, I talked about how a potential buyout could be in the cards for the business. This, combined with the rapid growth that the company was experiencing, justified a Hold rating even though the stock was priced into the stratosphere. But since then, the stock has fallen 67%. This is at a time when the market is up 66.9%. With a decline like this, you might expect that financial performance for the business had deteriorated. But that's not what happened. In fact, revenue, profits, and cash flows continue to grow nicely. The number of paid customers that the company has is increasing. And with a strong balance sheet , especially relative to the size of the business, I definitely view it in a more favorable light than I did back then. In fact, after the stock plunged 20.8% on February 9th after management announced financial results for the final quarter of the firm's 2025 fiscal year, I believe that upgrading to a soft Buy rating finally makes sense. Taking A Fresh Crack At monday.com Given how much time has passed since my last article about monday.com, I think it would be useful to talk about exactly what the business does. After all, in the era of AI, the firm has truly transformed. The company promotes a multi-product strategy that is focused on catering to customers with specific software needs. To be honest with you...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Matthew Prince President — Michelle Zadlin Chief Financial Officer — Thomas Seifert Moderator — Phil Winslow Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $614.5 million, up 34% year over year, marking the third consecutive quarter of acceleration. ...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Matthew Prince President — Michelle Zadlin Chief Financial Officer — Thomas Seifert Moderator — Phil Winslow Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $614.5 million, up 34% year over year, marking the third consecutive quarter of acceleration. -- $614.5 million, up 34% year over year, marking the third consecutive quarter of acceleration. Large Customers -- 4,298 customers paying over $100,000 annually, a 23% increase year over year. -- 4,298 customers paying over $100,000 annually, a 23% increase year over year. Large-Customer Revenue -- These customers contributed 73% of total revenue, up from 69% in the prior-year quarter. -- These customers contributed 73% of total revenue, up from 69% in the prior-year quarter. Dollar-Based Net Retention Rate -- 120%, a 1% sequential increase and 9% year-over-year increase. -- 120%, a 1% sequential increase and 9% year-over-year increase. Gross Margin -- 74.9%, slightly below the stated long-term target range of 75%-77%. -- 74.9%, slightly below the stated long-term target range of 75%-77%. Operating Profit -- $89.6 million, representing a 14.6% operating margin, and a 33% year-over-year increase in operating income. -- $89.6 million, representing a 14.6% operating margin, and a 33% year-over-year increase in operating income. Free Cash Flow -- $99.4 million, 16% of revenue, up from $47.8 million or 10% of revenue in the prior-year quarter. -- $99.4 million, 16% of revenue, up from $47.8 million or 10% of revenue in the prior-year quarter. New Annual Contract Value Bookings ("ACV") -- Record new ACV bookings, with nearly 50% year-over-year growth and both year over year and sequential acceleration. -- Record new ACV bookings, with nearly 50% year-over-year growth and both year over year and sequential acceleration. Million-Dollar Customers -- Ended 2025 with 269 customers sp...
Fast Reading 大模型的扩散几乎不依赖新增物理基础设施：算力集中在云端，终端只是入口。具身智能则完全不同，它是一个集硬件、算法、环境感知与运维体系于一体的物理系统。 当前大多数机器人虽已有很大进步，但还是“局限在一个工作台上”，难以跨空间、跨模态完成连续复杂任务。 对具身智能而言，“ChatGPT时刻”更像一个外借的隐喻，而非可复制的路径。如果说大模型证明了算法的爆发力，那么具身智能考验...
Fast Reading 大模型的扩散几乎不依赖新增物理基础设施：算力集中在云端，终端只是入口。具身智能则完全不同，它是一个集硬件、算法、环境感知与运维体系于一体的物理系统。 当前大多数机器人虽已有很大进步，但还是“局限在一个工作台上”，难以跨空间、跨模态完成连续复杂任务。 对具身智能而言，“ChatGPT时刻”更像一个外借的隐喻，而非可复制的路径。如果说大模型证明了算法的爆发力，那么具身智能考验的，则是整个产业系统的耐力。 在人工智能的诸多分支中，具身智能是近一年间被高频提及的方向之一。 从工业机器人到服务机器人，从自动驾驶到人形机器，各条技术路线每隔一段时间就会被寄予一次“通用智能入口”的期待。 但与算法驱动的软件革命不同，它始终被现实世界的摩擦力拖慢节奏。 如果只看公开视频，具身智能的公共叙事几乎被同一组类似的画面占据：机器人跑得更稳了，抓得更准了，动作更连贯，任务更复杂。融资在加速，模型在迭代，具身智能似乎正处在一条确定无疑的上升曲线。 成功被循环播放，失败被剪掉 ——在实验室之外，另一种叙事同时存在：部署成本、稳定性、维护复杂度，仍在反复拉长商业化的时间表。 2月10日，原力灵机的首次技术开放日在北京中关村国家自主创新示范区展示中心举行。 原力灵机发布了三款核心产品：具身原生大模型 DM0、具身原生开发框架 Dexbotic 2.0、以及具身原生应用量产工作流 DFOL。这也是原力灵机成立近一年来，公司核心团队第一次集体公开亮相。 在当天的“Physical Al Next 圆桌论坛”上，来自产、学、研的五位嘉宾花了约一半的时间，讨论一个问题： 具身智能的ChatGPT时刻何时到来？ 具身智能的ChatGPT时刻——这是一个混合了技术突破、产品体验与商业想象的复合概念。它既指模型能力的跃迁，也暗含一种期待：像ChatGPT一样，被非技术用户快速理解、低成本使用，并形成规模化扩散。 它带着某种技术乐观主义的兴奋。毕竟，大模型在ChatGPT发布后迅速从实验室走向全球数亿用户，完成了一次清晰可辨的跃迁。 人们自然期待，当人工智能拥有了身体——能行走、抓取、操作物理世界的实体——是否也会迎来类似的爆发点？ ChatGPT的成功，在于它提供了一种使用成本低、使用结果高度稳定且可重复验证的体验：任何人打开浏览器，输入一句话，几秒内就能获得输出。这种“即开即用”的特性...
The S&P 500 Index ($SPX) (SPY) on Tuesday closed down -0.33%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.56%. March E-mini S&P futures (ESH26) fell -0.30%, and March E-mini Nasdaq futures (NQH26) fell -0.50%. Stock indexes gave up early gains on Tuesday and settled mixed, with the Dow Jones Industrials climbing to a new all...
The S&P 500 Index ($SPX) (SPY) on Tuesday closed down -0.33%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.56%. March E-mini S&P futures (ESH26) fell -0.30%, and March E-mini Nasdaq futures (NQH26) fell -0.50%. Stock indexes gave up early gains on Tuesday and settled mixed, with the Dow Jones Industrials climbing to a new all-time high. The broader market initially found support from Tuesday’s weaker-than-expected reports on Dec retail sales and the Q4 employment cost index, which knocked bond yields lower and reinforced the case for the Fed to resume its interest rate cuts this year. The 10-year T-note yield fell to a 3.5-week low on Tuesday at 4.13%. Join 200K+ Subscribers: Gains in stocks were limited as US retail sales unexpectedly stagnated in December, suggesting some weakness in consumer spending. Also, the weakness in retail sales could lead to a downward revision in Q4 GDP. Stock indexes fell back from their best levels on Tuesday and traded mixed after hawkish Fed comments dampened speculation of imminent Fed interest rate cuts. Cleveland Fed President Beth Hammack said, “Rather than trying to fine-tune the funds rate, I’d prefer to err on the side of patience as we assess the impact of recent rate reductions and monitor how the economy performs. Based on my forecast, the Fed could be on hold for quite some time.” Also, Dallas Fed President Lorie Logan said it would take “material” weakness in the US labor market for her to support more interest rate cuts. The US Q4 employment cost index rose +0.7% q/q, weaker than expectations of +0.8% q/q and the smallest increase in 4.5 years. US Dec retail sales were unchanged m/m, weaker than expectations of +0.4% m/m. Dec retail sales ex-autos were also unchanged m/m, weaker than expectations of +0.4% m/m. The markets this week will focus on corporate earnings results and economic news. On Wednesday, Jan nonfarm payrolls are expected to climb +6...
Key Points Taiwan Semiconductor is benefiting from AI tailwinds, but it serves other areas too. The chipmaker is highly profitable, boasting a profit margin of 54%. Yet, the shares are attractively valued, trading at just 8 times forward earnings 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor Manufacturing(NYSE: TSM) stock has gained 61% over the past year,...
Key Points Taiwan Semiconductor is benefiting from AI tailwinds, but it serves other areas too. The chipmaker is highly profitable, boasting a profit margin of 54%. Yet, the shares are attractively valued, trading at just 8 times forward earnings 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor Manufacturing(NYSE: TSM) stock has gained 61% over the past year, crushing the S&P 500's 14% rise. But it still has a huge opportunity, and even if you've missed out on the stock until now, you can still benefit from buying it today. Here are three reasons why you might want shares of this dominant semiconductor foundry in your portfolio. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. It's a key player in AI While artificial intelligence (AI) stocks have captivated the markets for a few years already, AI is still in its infancy. The large hyperscalers are all planning to invest even more money in developing their platforms this year than last year, when it was already several hundred billion dollars. Taiwan Semiconductor partners with nearly all of the major players in AI development by fabricating the chips they design. Companies like Nvidia and Apple are its biggest clients. Before AI, it worked with other kinds of technology, like smartphones and gaming products, which are still a large part of its business. Today, the high-performance computing segment, which includes AI, is responsible for 58% of its revenue. Smartphones accounted for 29% of the total in 2025. One thing I love about Taiwan Semiconductor's business is its timelessness. It serves any kind of technology, so it's not locked into changing fads that could disappear when the market moves on to the next one. Even better, it actually benefits from every new trend. 2. It has a highly profitable business...
ASX Ltd. shares declined after the company said embattled chief executive Helen Lofthouse will leave the role in May without naming a successor, as the Australian exchange grapples with challenges including a regulatory probe. The stock fell as much as 5.1% on Wednesday, the most since Dec. 15, after the bourse announced her departure in a statement after market hours on Tuesday. A global search i...
ASX Ltd. shares declined after the company said embattled chief executive Helen Lofthouse will leave the role in May without naming a successor, as the Australian exchange grapples with challenges including a regulatory probe. The stock fell as much as 5.1% on Wednesday, the most since Dec. 15, after the bourse announced her departure in a statement after market hours on Tuesday. A global search is underway to identify the next CEO, with internal candidates being considered, ASX said. The planned exit of Lofthouse — the first female chief of the exchange — comes as ASX faces competition from Cboe Global Markets Inc. in listings, as well as a wide-ranging regulatory probe begun in June into the bourse’s governance and risk management practices. The inquiry’s final report is due to be delivered by March 31. ASX was hit with a capital charge of A$150 million ($106 million) from the Australian Securities & Investments Commission in December , amid a review stemming from a series of technical glitches and a long-stalled upgrade of its clearing and settlement system. The exchange operator last month increased its full-year expenses forecast partly due to costs tied to the inquiry, and is due to release half-year results on Thursday. On Dec. 1, the bourse experienced an hourslong technical outage that stopped company statements, adding pressure on Lofthouse and emboldening calls for accountability. The shares of the stock exchange have slumped 14% over the past year, underperforming the benchmark S&P/ASX 200 Index’s 1.4% gain. Shares of Singapore Exchange Ltd. and Cboe have risen more than 30% over the same time frame. Lofthouse, who previously worked for UBS Group AG and JPMorgan Chase & Co., has spent more than a decade at ASX, becoming its chief executive in 2022. Months after taking on the role, she called for a reassessment of a yearslong project to replace the bourse’s settlement and clearing platform with a blockchain-based system after reviews. The ambitious plan, ...
Taiwan Semiconductor stock is crushing the market. Taiwan Semiconductor Manufacturing (TSM +1.85%) stock has gained 61% over the past year, crushing the S&P 500's 14% rise. But it still has a huge opportunity, and even if you've missed out on the stock until now, you can still benefit from buying it today. Here are three reasons why you might want shares of this dominant semiconductor foundry in y...
Taiwan Semiconductor stock is crushing the market. Taiwan Semiconductor Manufacturing (TSM +1.85%) stock has gained 61% over the past year, crushing the S&P 500's 14% rise. But it still has a huge opportunity, and even if you've missed out on the stock until now, you can still benefit from buying it today. Here are three reasons why you might want shares of this dominant semiconductor foundry in your portfolio. 1. It's a key player in AI While artificial intelligence (AI) stocks have captivated the markets for a few years already, AI is still in its infancy. The large hyperscalers are all planning to invest even more money in developing their platforms this year than last year, when it was already several hundred billion dollars. Taiwan Semiconductor partners with nearly all of the major players in AI development by fabricating the chips they design. Companies like Nvidia and Apple are its biggest clients. Before AI, it worked with other kinds of technology, like smartphones and gaming products, which are still a large part of its business. Today, the high-performance computing segment, which includes AI, is responsible for 58% of its revenue. Smartphones accounted for 29% of the total in 2025. One thing I love about Taiwan Semiconductor's business is its timelessness. It serves any kind of technology, so it's not locked into changing fads that could disappear when the market moves on to the next one. Even better, it actually benefits from every new trend. 2. It has a highly profitable business AI is heating up and driving growth, but as a well-established business with a strong model, the company is efficient and profitable, and it keeps getting better. In the 2025 fourth quarter, gross margin was 62.3%, up from 59% the previous year, and operating margin was 54%, up from 49% the prior year. Management noted that capital expenditures are going to increase this year as the company builds out to meet soaring demand, but it also said that these deep investment periods...
Key Points Taiwan Semiconductor is benefiting from AI tailwinds, but it serves other areas too. The chipmaker is highly profitable, boasting a profit margin of 54%. Yet, the shares are attractively valued, trading at just 8 times forward earnings 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor Manufacturing (NYSE: TSM) stock has gained 61% over the past year...
Key Points Taiwan Semiconductor is benefiting from AI tailwinds, but it serves other areas too. The chipmaker is highly profitable, boasting a profit margin of 54%. Yet, the shares are attractively valued, trading at just 8 times forward earnings 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor Manufacturing (NYSE: TSM) stock has gained 61% over the past year, crushing the S&P 500's 14% rise. But it still has a huge opportunity, and even if you've missed out on the stock until now, you can still benefit from buying it today. Here are three reasons why you might want shares of this dominant semiconductor foundry in your portfolio. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. It's a key player in AI While artificial intelligence (AI) stocks have captivated the markets for a few years already, AI is still in its infancy. The large hyperscalers are all planning to invest even more money in developing their platforms this year than last year, when it was already several hundred billion dollars. Taiwan Semiconductor partners with nearly all of the major players in AI development by fabricating the chips they design. Companies like Nvidia and Apple are its biggest clients. Before AI, it worked with other kinds of technology, like smartphones and gaming products, which are still a large part of its business. Today, the high-performance computing segment, which includes AI, is responsible for 58% of its revenue. Smartphones accounted for 29% of the total in 2025. One thing I love about Taiwan Semiconductor's business is its timelessness. It serves any kind of technology, so it's not locked into changing fads that could disappear when the market moves on to the next one. Even better, it actually benefits from every new trend. 2. It has a highly profitable busines...
Taiwan Semiconductor Manufacturing (NYSE: TSM) stock has gained 61% over the past year, crushing the S&P 500's 14% rise. But it still has a huge opportunity, and even if you've missed out on the stock until now, you can still benefit from buying it today. Here are three reasons why you might want shares of this dominant semiconductor foundry in your portfolio. Image source: Taiwan Semiconductor. W...
Taiwan Semiconductor Manufacturing (NYSE: TSM) stock has gained 61% over the past year, crushing the S&P 500's 14% rise. But it still has a huge opportunity, and even if you've missed out on the stock until now, you can still benefit from buying it today. Here are three reasons why you might want shares of this dominant semiconductor foundry in your portfolio. Image source: Taiwan Semiconductor. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » 1. It's a key player in AI While artificial intelligence (AI) stocks have captivated the markets for a few years already, AI is still in its infancy. The large hyperscalers are all planning to invest even more money in developing their platforms this year than last year, when it was already several hundred billion dollars. Taiwan Semiconductor partners with nearly all of the major players in AI development by fabricating the chips they design. Companies like Nvidia and Apple are its biggest clients. Before AI, it worked with other kinds of technology, like smartphones and gaming products, which are still a large part of its business. Today, the high-performance computing segment, which includes AI, is responsible for 58% of its revenue. Smartphones accounted for 29% of the total in 2025. One thing I love about Taiwan Semiconductor's business is its timelessness. It serves any kind of technology, so it's not locked into changing fads that could disappear when the market moves on to the next one. Even better, it actually benefits from every new trend. 2. It has a highly profitable business AI is heating up and driving growth, but as a well-established business with a strong model, the company is efficient and profitable, and it keeps getting better. In the 2025 fourth quarter, gross margin was 62.3%, up from 59% the previous year, and operating margin was 54%, up from 49% the prior year. Management noted that ...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Owen Ryan Chief Financial Officer — Patrick Villanova Chief Technology Officer — Jeremy Young Vice President, Investor Relations — Matt Humphries Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- Total revenue reached $183 million, an 8% increase, drive...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Owen Ryan Chief Financial Officer — Patrick Villanova Chief Technology Officer — Jeremy Young Vice President, Investor Relations — Matt Humphries Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- Total revenue reached $183 million, an 8% increase, driven by both subscription and services performance. -- Total revenue reached $183 million, an 8% increase, driven by both subscription and services performance. Subscription Revenue -- Subscription revenue registered 8% growth as reported by management. -- Subscription revenue registered 8% growth as reported by management. Services Revenue -- Services revenue rose 17%, attributed to accelerated customer go-lives and implementations. -- Services revenue rose 17%, attributed to accelerated customer go-lives and implementations. Annual Recurring Revenue (ARR) -- ARR stood at $702 million, growing nearly 10%, with a 1.5% benefit from FX impact during the quarter. -- ARR stood at $702 million, growing nearly 10%, with a 1.5% benefit from FX impact during the quarter. Bookings -- Full-year bookings rose 22%, marking the strongest in company history, with three-quarters of Q4 bookings from existing customers. -- Full-year bookings rose 22%, marking the strongest in company history, with three-quarters of Q4 bookings from existing customers. Remaining Performance Obligations (RPO) -- RPO expanded 23% to $1.1 billion, supported by platform adoption and multiyear renewals. -- RPO expanded 23% to $1.1 billion, supported by platform adoption and multiyear renewals. Current RPO -- Current RPO increased 13%, directly reflecting higher market demand in the quarter. -- Current RPO increased 13%, directly reflecting higher market demand in the quarter. Platform Pricing Adoption -- Platform pricing ARR reached 11% of eligible ARR, up from 4% in the prior quarter, with Q4 seeing nearly 75% of n...
Rapid7 NASDAQ: RPD executives used the company’s fiscal fourth-quarter 2025 earnings call to emphasize strategic investments in AI-enabled security operations while reporting results that exceeded guidance for revenue, annual recurring revenue (ARR) and operating income. Get Rapid7 alerts: Sign Up Q4 and full-year results topped guidance CEO Corey Thomas said Rapid7 exited fiscal 2025 with “outper...
Rapid7 NASDAQ: RPD executives used the company’s fiscal fourth-quarter 2025 earnings call to emphasize strategic investments in AI-enabled security operations while reporting results that exceeded guidance for revenue, annual recurring revenue (ARR) and operating income. Get Rapid7 alerts: Sign Up Q4 and full-year results topped guidance CEO Corey Thomas said Rapid7 exited fiscal 2025 with “outperformance against our Q4 ARR revenue and profitability guidance,” ending the year with ARR of $840 million and total revenue of $860 million, both ahead of guidance. New CFO Rafe Brown, who joined the company in early December, provided additional detail on the quarter. Rapid7 generated Q4 total revenue of $217.4 million, up 0.5% year-over-year, and full-year 2025 revenue of $859.8 million, up 1.9% year-over-year. Product revenue in Q4 was $209.1 million, up 1.4% year-over-year, while professional services revenue was $8.2 million versus $9.9 million in the prior-year period. Brown said the decline in professional services reflects an “intended shift” toward greater use of partners for professional services delivery. Rapid7 ended the year with ARR of $839.9 million, which Brown described as “approximately flat year-over-year” as the business digests a mix shift toward detection and response, which now represents “just over 50%” of ending ARR. Profitability, cash flow and balance sheet highlights On profitability, Brown said Q4 non-GAAP operating income was $30.1 million, representing a 13.9% margin and coming in “incrementally ahead of expectations.” He attributed the sequential margin decline to the continued ramp of investments across areas including a global capacity center in India, go-to-market and product teams, and organizational leadership additions, noting the higher Q4 expense base would carry into 2026. For Q4, Rapid7 posted non-GAAP earnings of $0.44 per diluted share, at the high end of guidance. For the full year, the company delivered non-GAAP operating income...
Image source: The Motley Fool. Tuesday, February 10, 2026 at 5 p.m. ET Call participants Chief Executive Officer — Jeremy Wacksman Chief Financial Officer — Jeremy Hofmann Senior Vice President, Investor Relations — Bradley Berning Takeaways Total revenue -- $654 million for Q4, up 18% year over year and near the top of the quarterly outlook range. -- $654 million for Q4, up 18% year over year and...
Image source: The Motley Fool. Tuesday, February 10, 2026 at 5 p.m. ET Call participants Chief Executive Officer — Jeremy Wacksman Chief Financial Officer — Jeremy Hofmann Senior Vice President, Investor Relations — Bradley Berning Takeaways Total revenue -- $654 million for Q4, up 18% year over year and near the top of the quarterly outlook range. -- $654 million for Q4, up 18% year over year and near the top of the quarterly outlook range. Full year revenue -- $2.4 billion, a 16% increase matching the stated mid-teens growth outlook. -- $2.4 billion, a 16% increase matching the stated mid-teens growth outlook. EBITDA -- $149 million in Q4 with a 23% margin, up 260 basis points year over year; $420 million for the year, up 25% from 2024. -- $149 million in Q4 with a 23% margin, up 260 basis points year over year; $420 million for the year, up 25% from 2024. GAAP net income -- $23 million for the full year 2025, delivering full-year profitability as projected. -- $23 million for the full year 2025, delivering full-year profitability as projected. For sale revenue -- $475 million in Q4, up 11% year over year and about 800 basis points higher than the 3% industry growth rate reported by NAR. -- $475 million in Q4, up 11% year over year and about 800 basis points higher than the 3% industry growth rate reported by NAR. Residential revenue -- $418 million in Q4, growing 8% year over year, supported mainly by agent and software products as well as new construction marketplace contributions. -- $418 million in Q4, growing 8% year over year, supported mainly by agent and software products as well as new construction marketplace contributions. Mortgages revenue -- $57 million in Q4, a 39% increase year over year, exceeding the 20% outlook due to higher mortgage funnel conversion rates; annual mortgages revenue up 37% to $190 million. -- $57 million in Q4, a 39% increase year over year, exceeding the 20% outlook due to higher mortgage funnel conversion rates; annual mortgage...
Federal judge acknowledges 'abusive workplace' in court order toggle caption Steve Helber/AP An unnamed federal judge acknowledged to investigators the atmosphere in their court chambers "at times resulted in an abusive workplace" and agreed to take corrective measures after a law clerk complained about bullying, according to an order made public Tuesday by the U.S. Court of Appeals for the Fourth...
Federal judge acknowledges 'abusive workplace' in court order toggle caption Steve Helber/AP An unnamed federal judge acknowledged to investigators the atmosphere in their court chambers "at times resulted in an abusive workplace" and agreed to take corrective measures after a law clerk complained about bullying, according to an order made public Tuesday by the U.S. Court of Appeals for the Fourth Circuit. The order described allegations that a judge subjected clerks to harassment, verbal abuse and erratic behavior during the COVID pandemic. For example, the judge expected clerks to give weekly updates on some 200 cases assigned to them and would unleash "a verbal browbeating" if the clerks could not provide exact details "at a moment's notice," the order said. On another occasion, the judge banged on the door when a clerk was using a bathroom in chambers, yelling, "that's my bathroom." Sponsor Message The order did not identify the judge in question but two sources familiar with the process told NPR it is U.S. District Judge Lydia Kay Griggsby, of Maryland. Judge Griggsby, 58, was appointed by President Biden and confirmed by the Senate for the lifetime tenured job in 2021. Earlier in her career, Griggsby worked for the U.S. Justice Department and served as counsel to the Senate Select Committee on Ethics. She also worked as the chief counsel for privacy and information policy for the Senate Judiciary Committee. Judge Griggsby did not respond to a message left on her voicemail in chambers Tuesday afternoon. The circuit executive, James Ishida, also had no immediate response. A spokesperson for the Administrative Office of the U.S. Courts in Washington declined to comment. The newly published order, signed by Chief Judge Albert Diaz of the U.S. Court of Appeals for the Fourth Circuit, which oversees Maryland, North Carolina, South Carolina, Virginia and West Virginia, concluded that at least some of the allegations "may be explained by poor communication, unstated a...
Names will likely start to appear on the stock split calendar for 2026, and investors want to know if Nvidia will be on it. Looking back on some of the noteworthy stock splits of 2025, like ServiceNow and Netflix, many investors have been searching for clues that may hint at which stocks will split their stocks in 2026. Nvidia (NVDA 0.80%) stock, for example, has risen about 78% over the past 18 m...
Names will likely start to appear on the stock split calendar for 2026, and investors want to know if Nvidia will be on it. Looking back on some of the noteworthy stock splits of 2025, like ServiceNow and Netflix, many investors have been searching for clues that may hint at which stocks will split their stocks in 2026. Nvidia (NVDA 0.80%) stock, for example, has risen about 78% over the past 18 months as of this writing. Between the semiconductor stock's impressive performance and its continued prominence on investors' radars, many are wondering whether Nvidia will soon split its stock. The stock's recent rise, however, isn't a guarantee that management is readying for a stock split in the near future, so let's take a closer look at the factors that provide insight into the likelihood that Nvidia will soon appear on the stock split calendar. Splitting stock is familiar ground for Nvidia While Microsoft wins the title for the most stock splits (nine) of the Magnificent Seven stocks, Nvidia isn't far behind in second place, having split its stock six times since its initial public offering in 1999. The artificial intelligence (AI) titan's first go-round was in 2000, when it executed a 2-for-1 stock split, while its most recent was in 2024, when it completed a 10-for-1 split. Expand NASDAQ : NVDA Nvidia Today's Change ( -0.80 %) $ -1.51 Current Price $ 188.53 Key Data Points Market Cap $4.6T Day's Range $ 188.12 - $ 192.48 52wk Range $ 86.62 - $ 212.19 Volume 3.8M Avg Vol 182M Gross Margin 70.05 % Dividend Yield 0.02 % Of course, the company's past stock splits don't guarantee that management will choose another split, but they're certainly a clear indication that the company isn't averse to the possibility. You don't need the power of AI computing to calculate the likelihood of Nvidia splitting its stock Many investors are enthusiastic about finding potential stock splits. They're under the delusion that if they buy shares before the stock splits (at least with respe...