MoMo Productions/DigitalVision via Getty Images Investment action I had a hold rating for Robert Half International ( RHI ) previously, as I thought it was too early to turn bullish given the near-term earnings weakness and management guidance. I reiterate my hold rating. While Q4 showed signs of stabilization, which is a real improvement, the business is still declining y/y, and margins remain un...
MoMo Productions/DigitalVision via Getty Images Investment action I had a hold rating for Robert Half International ( RHI ) previously, as I thought it was too early to turn bullish given the near-term earnings weakness and management guidance. I reiterate my hold rating. While Q4 showed signs of stabilization, which is a real improvement, the business is still declining y/y, and margins remain under pressure. Until revenue growth turns positive and cost leverage starts to work in RHI’s favor, I don’t think the setup is attractive yet. Q4 2025 earnings results Topline for Q4 2025 came in at ~$1.3 billion, and on an adjusted basis, enterprise revenue was down 7% y/y, with reported revenue down 6% y/y. Earnings were also down this quarter, with EPS down to $0.32 from $0.53 in Q4 2024, and net income falling to $32 million. The Talent Solutions segment remains the main drag. On an adjusted basis, Talent Solutions revenue was down 9% y/y. US revenue was $623 million, also down 9% y/y, while non-US revenue was $200 million, also down 8% y/y. Protiviti did better, but not enough. Protiviti revenue was $479 million, split between $373 million in the US and $106 million outside the US. On an adjusted basis, Protiviti revenue was down 3% y/y. In the US, Protiviti revenue fell 6% y/y, while non-US Protiviti grew 9% y/y. Margins were mixed. Staffing gross margins held steady, but Protiviti's gross margin contracted to 21.9%, with an adj. margin at 22.8%. Operating leverage still didn’t show up, with SG&A rates (percentage of revenue) moving higher. Developments that support the bull case I think the most positive development in this quarter is that RHI seems to have moved into the “stabilization” phase. Management explicitly said Talent Solutions and enterprise revenue returned to positive sequential growth on a same-day, constant-currency basis for the first time in more than three years. That is a big change vs. where RHI was in Q3 2025, and there are data points that sugges...
2月10日，Supercell CEO Ilkka Paananen发布了2026年初博客。博客中，年度公开信的数字依然滚烫：2025年公司营收达26.5亿欧元（人民币约218亿元），EBITDA突破9.3亿欧元（人民币约77亿元）。 这不仅追平了2024年的历史最佳战绩，也让Supercell在行业普遍“惯性滑行”的当下，再次证明了长期主义的价值。而这份辉煌的成绩单背后，还藏着两个截然不同，并且...
2月10日，Supercell CEO Ilkka Paananen发布了2026年初博客。博客中，年度公开信的数字依然滚烫：2025年公司营收达26.5亿欧元（人民币约218亿元），EBITDA突破9.3亿欧元（人民币约77亿元）。 这不仅追平了2024年的历史最佳战绩，也让Supercell在行业普遍“惯性滑行”的当下，再次证明了长期主义的价值。而这份辉煌的成绩单背后，还藏着两个截然不同，并且不得不提的故事。 一边是《皇室战争》的逆生长。这款即将十岁高龄的游戏接过了《荒野乱斗》的接力棒，上演了历史性的二次爆发。 另一边则是《爆裂小队》的陨落。作为公司史上首款全球发布后被关停的产品，它的离场为Supercell留下了昂贵但宝贵的试错教训。 从痛批行业缺乏创新，到激进重组拥抱创业模式，Ilkka的文字依旧犀利且充满危机感。他试图告诉所有人：在舒适区里优化存量只能维持生存，唯有冒险创新才能赢得未来。 博客标题为《最好的游戏尚未诞生》（The Best Games Haven't Been Made Yet）。 以下为全文编译，总字数约7700字，阅读时间预计15分钟： 00 引言 人们有时会问，为什么我要写这些博客，还要如此公开地分享Supercell的内部运作。 答案其实比你们想的要“自私”一些。我和Supercell的根基都深植于芬兰游戏产业，这里孕育了Remedy、Housemarque、RedLynx和Rovio等传奇工作室。我相信芬兰之所以能取得成功，是因为在过去25年里，我们社区的人们坚信一个理念：一荣俱荣。 Supercell就是最好的例子：当年Rovio凭借《愤怒的小鸟》一飞冲天，让我们在早期融资时轻松了许多。因此，分享与互助符合所有人的利益，因为当他人成功时，回馈的是整个社区。 以此为念，我想和大家分享我对2025年的思考。 这是一个接近历史记录的年份（指2025年），我们的业绩几乎与2024年持平。这一年的主要驱动力，来自《皇室战争》那令人难以置信的、历史性的一年。 但在硬币的另一面，推出新的爆款游戏依然难如登天——不仅仅对我们，对整个行业，尤其是西方游戏行业来说都是如此。《爆裂小队》成为了Supercell历史上第一款在全球上线后被关停的游戏。 我们都应该从中尽可能多地吸取教训，所以我也将在文中分享一些重要的反思，许多教训在事后看来，是如此令人痛...
is transportation editor with 10+ years of experience who covers EVs, public transportation, and aviation. His work has appeared in The New York Daily News and City & State. Toyota unveiled the new 2027 Highlander, a fully redesigned midsize SUV that marks the brand’s first three-row electric vehicle for the US market and the first Toyota EV assembled in America. It’s a familiar name — Toyota has ...
is transportation editor with 10+ years of experience who covers EVs, public transportation, and aviation. His work has appeared in The New York Daily News and City & State. Toyota unveiled the new 2027 Highlander, a fully redesigned midsize SUV that marks the brand’s first three-row electric vehicle for the US market and the first Toyota EV assembled in America. It’s a familiar name — Toyota has been selling gas Highlanders for over 20 years — with an all-new powertrain aimed directly at one of the most popular vehicle segments in the market today. To say this is Toyota’s best chance to best its EV rivals would be an understatement. The announcement comes at a tumultuous time for the world’s best-selling automaker. Toyota’s strategy of emphasizing hybrid vehicles over pure battery-electric ones seems to have been vindicated, as global EV sales slow down and the company’s rivals report huge losses related to their EV investments. But Toyota also has a new CEO, finance chief Kenta Kon, a close ally and former secretary of current chairman Akio Toyoda. Kon’s ascension is seen as an acknowledgement that Toyota, under his financial stewardship, has successfully weathered the chaos around Chinese EVs, global tariffs, and the expensive and extended shift to EVs. The Toyota Highlander is an acknowledgement of some of those challenges. It’s going to be built at Toyota’s factory in Kentucky, at a time when domestic manufacturing is the best way to avoid Donald Trump’s tariffs. It’s a three-row, midsize SUV, which is the most popular vehicle segment in America right now. And it’s using a familiar name plate, acknowledging that most customers didn’t know what “bZ” stood for (it’s “beyond zero”) and weren’t exactly interested in learning. The Toyota Highlander is an acknowledgement of some of those challenges. The new Highlander will only come with two trims: XLE and Limited. The XLE is available with front-wheel drive or all-wheel drive, while the Limited comes standard with A...
Anand Chokkavelu has no position in any of the stocks mentioned. Jason Hall has no position in any of the stocks mentioned. Lou Whiteman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Anand Chokkavelu has no position in any of the stocks mentioned. Jason Hall has no position in any of the stocks mentioned. Lou Whiteman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
ablokhin/iStock via Getty Images Note: I have covered Proficient Auto Logistics, Inc., or "PAL" ( PAL ), previously, so investors should view this as an update to my earlier articles on the company. On Monday, Proficient Auto Logistics reported disappointing fourth-quarter results, with both revenues and profitability missing consensus expectations: Company Press Releases / Regulatory Filings / Ya...
ablokhin/iStock via Getty Images Note: I have covered Proficient Auto Logistics, Inc., or "PAL" ( PAL ), previously, so investors should view this as an update to my earlier articles on the company. On Monday, Proficient Auto Logistics reported disappointing fourth-quarter results, with both revenues and profitability missing consensus expectations: Company Press Releases / Regulatory Filings / Yahoo Finance Following two consecutive quarters of improved profitability and strong cash generation, weaker-than-expected auto sales pressured the company's top line performance. In addition, profitability was impacted by the resulting reduction in operating leverage and higher retention rates under the company's new insurance program. Adding insult to injury, persistently challenging market conditions resulted in the decision to recognize a $27.8 million goodwill impairment charge, which impacted GAAP results quite meaningfully. Adjusted EBITDA declined by almost 25% on a sequential basis to $9.2 million. Based on the quarter-over-quarter reduction in net debt, free cash flow amounted to approximately $4.7 million, well below the levels achieved in Q2 and Q3. However, based on statements made by management on the conference call , capital expenditures for the quarter were approximately $8 million, a multiple of the amount spent during the first nine months of the year. The company finished 2025 with $14.3 million in cash and cash equivalents as well as $74.3 million in debt. Please note that PAL has yet to file its annual report on Form 10-K, which should allow for a more detailed assessment of the company's Q4 cash flow. On the conference call, management warned of seasonal and weather-related weakness in Q1: Thus far in 2026, we have seen extended plant shutdowns and significant weather interference. We expect Q1 revenue to be higher than the first quarter of 2025, but lower sequentially from Q4 of 2025. Expect modest improvement in adjusted operating ratio due to our re...
INVESTOR DEADLINE: Oracle Corporation (ORCL) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces Eastern Progress
INVESTOR DEADLINE: Oracle Corporation (ORCL) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces Eastern Progress
What happened Shares of job marketplace Upwork (NASDAQ: UPWK) plunged on Monday morning, after an analyst lowered his price target for the stock. The market was down sharply as well, exacerbating the pressure on shares of Upwork. As of 1:30 p.m. ET today, the stock was down 10%. So what According to The Fly, BTIG analyst Marvin Fong lowered his price target for Upwork today from $34 per share to $...
What happened Shares of job marketplace Upwork (NASDAQ: UPWK) plunged on Monday morning, after an analyst lowered his price target for the stock. The market was down sharply as well, exacerbating the pressure on shares of Upwork. As of 1:30 p.m. ET today, the stock was down 10%. So what According to The Fly, BTIG analyst Marvin Fong lowered his price target for Upwork today from $34 per share to $30, a decrease of almost 12%. As recently as October, Fong had a price target more than double the current one. However, the stock has fallen by more than 50% since then, and price targets tend to be reactionary to price movements -- when stocks fall, price targets come down. While Fong frequently adjusts his price targets for Upwork stock, he is at least consistent with his rating. According to TipRanks, Fong has issued a statement 25 times since the middle of 2020. During this time, he has resolutely said Upwork stock was a buy. Today's reaction is a reliable quirk in how the market interprets financial news. Fong recommends buying Upwork stock and believes it has about 36% upside from where it trades right now, which sounds bullish. But the market doesn't care about that. All it cares about is that Fong lowered the price target, which is why the stock is down today. Now what For its part, Upwork is scheduled to report financial results for the second quarter of 2022 on July 27. Management previously guided for second-quarter revenue of $147 million to $151 million, which would be an 18% to 22% year-over-year increase. My guess is that Upwork will need to at least hit this and maintain guidance for the year to keep from falling further. However, if the stock does fall further, expect further reactionary price-target decreases from analysts. 10 stocks we like better than Upwork When our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.* They just re...