Earnings Call Insights: VeriSign (VRSN) Q4 2025 Management View D. Bidzos, Executive Chairman, CEO & President, highlighted that "2025 marked another solid year for VeriSign as we continue to deliver on our mission by extending our record of 100% service delivery for the .com and net DNS to an unparalleled 28 years even as utilization of our services increased significantly." He reported new regis...
Earnings Call Insights: VeriSign (VRSN) Q4 2025 Management View D. Bidzos, Executive Chairman, CEO & President, highlighted that "2025 marked another solid year for VeriSign as we continue to deliver on our mission by extending our record of 100% service delivery for the .com and net DNS to an unparalleled 28 years even as utilization of our services increased significantly." He reported new registrations during 2025 totaled 41.7 million names, leading to a domain name base of 173.5 million and a 2.6% growth. Bidzos emphasized, "Our revenue grew 6.4% year-over-year while EPS grew by 10.1%. In 2025, we returned $1.1 billion to shareholders through share repurchases and quarterly dividends, which were initiated in the second quarter of 2025." He noted increased strength in new registrations, renewal rates, and growth across the U.S., EMEA, and APAC. For Q4, Bidzos reported net registrations added were 1.58 million, with new registrations of 10.7 million, up from 9.5 million in Q4 2024, and a preliminary renewal rate of 75% compared to 74% a year ago. "For 2026, we expect a domain name base growth rate of between 1.5% and 3.5%," Bidzos stated, and announced a quarterly cash dividend of $0.81 per share, a 5.2% increase. John Calys, Executive VP & CFO, stated, "For the year ended December 31, 2025, the company generated revenues of $1.66 billion, up 6.4% year-over-year. Operating income totaled $1.12 billion in 2025, up 5.9% from the previous year. Full year EPS was $8.81 and 2025 free cash flow was $1.07 billion." Calys added, "For the quarter ended December 31, 2025, the company generated revenue of $425 million, up 7.5% from the same quarter a year ago. Operating expense in Q4 2025 totaled $140 million which compares to $135 million last quarter and $132 million for the fourth quarter of 2024." Bidzos teased, "We now believe we have strong candidates for new services that can help reduce known and unknown vulnerabilities and contribute significantly to information tru...
Earnings Call Insights: Knowles Corporation (KN) Q4 2025 Management View Jeffrey Niew, President and CEO, highlighted 2025 as a breakthrough year, citing the completion of Knowles' portfolio transformation and its transition to an industrial technology company. Niew stated, "Our organic growth in 2025 exceeded our Investor Day expectations and demonstrates our strategy of leveraging our unique tec...
Earnings Call Insights: Knowles Corporation (KN) Q4 2025 Management View Jeffrey Niew, President and CEO, highlighted 2025 as a breakthrough year, citing the completion of Knowles' portfolio transformation and its transition to an industrial technology company. Niew stated, "Our organic growth in 2025 exceeded our Investor Day expectations and demonstrates our strategy of leveraging our unique technologies to design custom engineered solutions and deliver them at scale for blue chip customers in high-growth markets that value our solutions." Niew reported Q4 revenue of $162 million, up 14% year-over-year, EPS of $0.36, up 33% year-over-year, and cash from operations of $47 million, all exceeding guidance. Full-year revenue reached $593 million, up 7%, and EPS reached $1.11, up 21% from 2024. MedTech and Specialty Audio revenue for Q4 was $73 million, up 4% year-over-year, with full-year revenue of $264 million, meeting the high end of previously stated organic growth targets. Precision Device segment revenue for Q4 was $90 million, up 23% year-over-year, with full-year growth of 10%. Niew emphasized robust demand across MedTech, Defense, Industrial, EV, and Energy markets, noting, "In the MedTech market, we have new design wins ramping and repeat orders and production spending across multiple product lines such as high-performance ceramic capacitors and pulse power film capacitors." Niew reiterated optimism for 2026, stating, "We have entered 2026 positioned well for continued strong organic revenue growth above historic levels." He also signaled readiness for acquisitions and continued share buybacks. John Anderson, Senior VP, CFO & Interim Principal Accounting Officer, stated, "We reported fourth quarter revenues of $162 million, up 14% from the year ago period and above the high end of our guidance range. EPS was $0.36 in the quarter, up $0.09 or 33% from the year ago period and above the midpoint of our guidance range." Outlook For Q1 2026, management guided rev...
The stock today trades at its lowest valuation in at least three years. Artificial intelligence (AI) stocks have offered investors major gains in recent years. Many have climbed in the double or triple digits, thanks to promising platforms -- and in some cases, revenue that already is soaring. For example, chip designers and cloud service providers are delivering massive growth as companies flock ...
The stock today trades at its lowest valuation in at least three years. Artificial intelligence (AI) stocks have offered investors major gains in recent years. Many have climbed in the double or triple digits, thanks to promising platforms -- and in some cases, revenue that already is soaring. For example, chip designers and cloud service providers are delivering massive growth as companies flock to their AI products and services. Why is AI stirring up a lot of excitement? Because it could boost efficiency and innovation at companies and therefore lead to earnings growth over time. Though valuations of many AI players have surged, certain stocks still trade at reasonable levels. And the great news is that one of these players is a top-quality company that has demonstrated its ability to win in AI. Wall Street expects this stock to advance 46% in the coming 12 months. And right now, it's dirt cheap. An early AI winner This AI giant is an early winner in the AI space, and it's likely to continue generating growth here too. I'm talking about Microsoft (MSFT 4.98%), a well-established technology powerhouse that brings in revenue through a range of businesses, from cloud services and software to gaming and advertising. Over time, this has resulted in growth in revenue, net income, and return on invested capital (ROIC). The trend in ROIC is important as it shows Microsoft, after spending, has always gone on to benefit from those investments. Though Microsoft stock has delivered gains for investors over the long term, it's faltered in recent times -- and it even plunged about 10% in one trading session last week following its latest quarterly earnings report. Microsoft beat analysts' expectations for revenue and net income, but certain points in the report disappointed investors. And one that stands out is Microsoft's spending on capacity expansion versus the cloud revenue growth resulting from those investments. Capital expenditures have been on the rise as Microsoft buil...
Pål K. Lønseth, head of Økokrim - the economic crime unit investigating Jagland - said: "We consider there are reasonable grounds for investigation, given that he held the positions of chair of the Nobel Committee and Secretary General of the Council of Europe during the period covered by the released documents.
Pål K. Lønseth, head of Økokrim - the economic crime unit investigating Jagland - said: "We consider there are reasonable grounds for investigation, given that he held the positions of chair of the Nobel Committee and Secretary General of the Council of Europe during the period covered by the released documents.
Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 5 p.m. ET Call participants President and Chief Executive Officer — Andrew P. Power Chief Financial Officer — Matthew R. Mercier Chief Investment Officer — Gregory Wright Chief Revenue Officer — Colin McLean Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Core FFO per share -- $1.86 in the fourth quarter and $7.39 ...
Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 5 p.m. ET Call participants President and Chief Executive Officer — Andrew P. Power Chief Financial Officer — Matthew R. Mercier Chief Investment Officer — Gregory Wright Chief Revenue Officer — Colin McLean Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Core FFO per share -- $1.86 in the fourth quarter and $7.39 for the full year, reflecting a 10% increase over 2024. -- $1.86 in the fourth quarter and $7.39 for the full year, reflecting a 10% increase over 2024. 2026 core FFO guidance -- $7.90 to $8 per share, indicating anticipated midpoint growth of 8% year over year. -- $7.90 to $8 per share, indicating anticipated midpoint growth of 8% year over year. Record bookings -- $1.2 billion in new leases for 2025, nearly 70% higher than the prior five-year average. -- $1.2 billion in new leases for 2025, nearly 70% higher than the prior five-year average. Backlog -- nearly $1.4 billion at year-end on a 100% share basis, the highest in company history. -- nearly $1.4 billion at year-end on a 100% share basis, the highest in company history. Zero to one megawatt plus interconnection -- nearly $340 million in full-year bookings, 35% above 2024 levels, with a record $96 million leased in the fourth quarter. -- nearly $340 million in full-year bookings, 35% above 2024 levels, with a record $96 million leased in the fourth quarter. Interconnection bookings -- $18.9 million in the quarter, up 22% year over year, with EMEA setting a regional record. -- $18.9 million in the quarter, up 22% year over year, with EMEA setting a regional record. Hyperscale leasing -- Exceeded $800 million in annual bookings, with the largest company lease signed in 2025. -- Exceeded $800 million in annual bookings, with the largest company lease signed in 2025. Fee income -- More than doubled in 2025 due to funding strategy evolution. -- More than doubled in 2025 due to funding strategy evolution. Same capital cash...
So, all eyes are on what happens after voting this weekend. If, as the polls suggest, the People's Party gets even more seats than last time, it will be well ahead of its closest rival, though the polls show none of the parties getting an overall majority of the 500 seats in parliament. This time the senate is no longer allowed to take part in choosing the next government.
So, all eyes are on what happens after voting this weekend. If, as the polls suggest, the People's Party gets even more seats than last time, it will be well ahead of its closest rival, though the polls show none of the parties getting an overall majority of the 500 seats in parliament. This time the senate is no longer allowed to take part in choosing the next government.
Amazon announced plans to spend $200bn on artificial intelligence and robotics this year, the latest tech giant to vow fresh enormous investments in the artificial intelligence arms race. The news of the investment comes one day after the Washington Post, owned by Amazon founder Jeff Bezos, announced it was cutting approximately a third of employees. Amazon also reported $213bn in revenue on Thurs...
Amazon announced plans to spend $200bn on artificial intelligence and robotics this year, the latest tech giant to vow fresh enormous investments in the artificial intelligence arms race. The news of the investment comes one day after the Washington Post, owned by Amazon founder Jeff Bezos, announced it was cutting approximately a third of employees. Amazon also reported $213bn in revenue on Thursday. The fourth quarter earnings of the ecommerce and cloud computing giant came in slightly below Wall Street estimates even as sales and growth surged. Amazon will increase capital spending to $200bn this year from $125bn, CEO Andy Jassy said in a press release. Wall Street analysts were expecting spending to rise to around $147bn, according to FactSet. “With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital,” Jassy said. Amazon’s investment is latest sign that he cloud computing giants will not be hitting the brakes any time soon on hefty AI investments. Amazon, Microsoft, Alphabet’s Google and Meta are expected to collectively spend more than $630bn this year. Revenue at Amazon rose 14% to $213.4bn in the fourth quarter of fiscal year 2025, compared with $187.8bn in the year-ago period. The company reported net income of $21.2bn, or $1.95 per share, for the three-month period ending on 31 December. That compares with $20bn, or $1.86 per share, in the year-ago quarter. Analysts had expected $1.97 per share on sales of $211.4bn, according to analysts polled by FactSet. Amazon reported the fastest growth in its prominent cloud computing business, Amazon Web Services (AWS), in 13 quarters, with revenue increasing 24% to $35.6bn. Advertising revenue rose 22%, per a press release. Bezos, owner of the Post, is the executive chair of Amazon’s board of direc...
Jeff Bezos at Blue Origin in Cape Canaveral, Florida, on Monday. Photograph: Miguel J Rodriguez Carrillo/AFP/Getty Images · Photograph: Miguel J Rodriguez Carrillo/AFP/Getty Images Amazon announced plans to spend $200bn on artificial intelligence and robotics this year, the latest tech giant to vow fresh enormous investments in the artificial intelligence arms race. The news of the investment come...
Jeff Bezos at Blue Origin in Cape Canaveral, Florida, on Monday. Photograph: Miguel J Rodriguez Carrillo/AFP/Getty Images · Photograph: Miguel J Rodriguez Carrillo/AFP/Getty Images Amazon announced plans to spend $200bn on artificial intelligence and robotics this year, the latest tech giant to vow fresh enormous investments in the artificial intelligence arms race. The news of the investment comes one day after the Washington Post, owned by Amazon founder Jeff Bezos, announced it was cutting approximately a third of employees. Amazon also reported $213bn in revenue on Thursday. The fourth quarter earnings of the ecommerce and cloud computing giant came in slightly below Wall Street estimates even as sales and growth surged. Related: ‘It’s an absolute bloodbath’: Washington Post lays off hundreds of workers Amazon will increase capital spending to $200bn this year from $125bn, CEO Andy Jassy said in a press release. Wall Street analysts were expecting spending to rise to around $147bn, according to FactSet. “With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital,” Jassy said. Amazon’s investment is latest sign that he cloud computing giants will not be hitting the brakes any time soon on hefty AI investments. Amazon, Microsoft, Alphabet’s Google and Meta are expected to collectively spend more than $630bn this year. Revenue at Amazon rose 14% to $213.4bn in the fourth quarter of fiscal year 2025, compared with $187.8bn in the year-ago period. The company reported net income of $21.2bn, or $1.95 per share, for the three-month period ending on 31 December. That compares with $20bn, or $1.86 per share, in the year-ago quarter. Related: Mass layoffs fuel fears of ‘death spiral’ at Washington Post Analysts had expected $1.97 per share on sales of $21...
Mike Cannon-Brookes, Atlassian CEO, discusses the company’s strong financial performance and revenue growth. He tells Romaine Bostick and Katie Greifeld on “The Close” that AI is one of the best things that has ever happened to Atlassian. (Source: Bloomberg)
Mike Cannon-Brookes, Atlassian CEO, discusses the company’s strong financial performance and revenue growth. He tells Romaine Bostick and Katie Greifeld on “The Close” that AI is one of the best things that has ever happened to Atlassian. (Source: Bloomberg)
Earnings Call Insights: CMS Energy Corporation (CMS) Q4 2025 Management View CEO Garrick Rochow emphasized several milestones for 2025, notably the approval of a large load tariff in November aimed at data centers, stating this measure “protects our customers and supports growth in the state” while ensuring existing customers do not bear additional investment costs. Rochow highlighted the approval...
Earnings Call Insights: CMS Energy Corporation (CMS) Q4 2025 Management View CEO Garrick Rochow emphasized several milestones for 2025, notably the approval of a large load tariff in November aimed at data centers, stating this measure “protects our customers and supports growth in the state” while ensuring existing customers do not bear additional investment costs. Rochow highlighted the approval of the company’s 20-year renewable energy plan, which he said “provides visibility and certainty for our long-term investments in solar and wind, providing roughly $14 billion of customer investment opportunity over the next decade.” Rochow reported, “For 2025, we exceeded our adjusted earnings per share guidance and delivered $3.61 per share. This is up over 8% from 2024's actual results and delivers that compounding of earnings you have come to expect from CMS Energy.” He also announced a $24 billion five-year utility customer investment plan, increased by $4 billion from the previous plan. Regarding future growth, Rochow shared, “There has been great progress with the data centers that are considering locating in our service area. Regarding the data center referenced on the Q2 call… we’ve reached commercial terms on the extraordinary facilities agreement.” CFO Rejji Hayes stated, “We met or exceeded all of our key financial objectives for the year, most notably our adjusted earnings per share. We successfully invested $3.8 billion… to make our electric and gas systems safer, more reliable and cleaner.” Hayes outlined that the 2026 adjusted EPS guidance range has increased by $0.03 per share to $3.83 to $3.90, representing 6% to 8% growth off of 2025 actual results, and said, “Our increased 2026 EPS guidance implies 6% to 8% growth with continued confidence toward the high end of the range.” Outlook Rochow announced, “For 2026, we are raising our annual guidance by $0.03 to $3.83 to $3.90, which represents 6% to 8% growth off of 2025 actual results, and we continue to gu...
Photofex-AT/iStock Editorial via Getty Images TAT Technologies (NYSE: TATT ) has surged 28.3% since my strong buy rated report published in August. The stock even reached my most optimistic price target of $48.67 indicating a 34% increase before the stock price retreated. Since I initiated coverage for the stock with a strong buy in April 2024, the share price has risen over 300%. In this report, ...
Photofex-AT/iStock Editorial via Getty Images TAT Technologies (NYSE: TATT ) has surged 28.3% since my strong buy rated report published in August. The stock even reached my most optimistic price target of $48.67 indicating a 34% increase before the stock price retreated. Since I initiated coverage for the stock with a strong buy in April 2024, the share price has risen over 300%. In this report, I discuss the company’s most recent earnings and revisit the valuation for TAT Technologies. What Does TAT Technologies Do? TAT Technologies is a fairly small company and that is also why I am happy with the share price performance. The price performance of TAT Technologies shows two things. The first one is that market outperformance is not reserved for the bigger aerospace and defense companies and often times it is underexposed names such as TAT Technologies that can substantially outperform. Secondly, TAT Technologies had no Wall Street coverage at the moment I initiated coverage and they were not even hosting earnings calls. Being able to detect value in thinly covered names speaks to the ability of Seeking Alpha analysts to pick outperformers and also underlines the value of expertise driven analysis. TAT Technologies (Investor Presentation) TAT Technologies is not a huge company so a good starting point for the analysis is just a quick recap of the business. TAT Technologies is a small but growing MRO (Maintenance, Repair & Overhaul) company with some sales exposure to OEMs (Original Equipment Manufacturer). The company derives 73% of its sales from MRO and 27% of sales from OEM. The company is largely focused on the commercial end market with a 85% sales exposure while military sales account for 15% of sales. We are currently seeing parallel growth for commercial aerospace and defense and TAT Technologies is able to benefit from that, but in defense it is a smaller player. By geographic exposure, we see that the company derives 66% of its sales from North America, w...
Key Points Nvidia is the world's top supplier of the most important data center chips for artificial intelligence (AI) development. The company is drawing an increasing amount of its revenue from a small number of customers, creating a significant risk. Investors seem to be taking a cautious approach to the stock right now, but that might change after Feb. 25. 10 stocks we like better than Nvidia ...
Key Points Nvidia is the world's top supplier of the most important data center chips for artificial intelligence (AI) development. The company is drawing an increasing amount of its revenue from a small number of customers, creating a significant risk. Investors seem to be taking a cautious approach to the stock right now, but that might change after Feb. 25. 10 stocks we like better than Nvidia › Over the last few years, artificial intelligence (AI) companies have been major drivers of overall stock market returns thanks to their incredible revenue and earnings growth. Nvidia (NASDAQ: NVDA) has led the charge with an 11-fold increase in its stock since the start of 2023 alone. Nvidia continues to experience astronomical demand for its industry-leading graphics processing units (GPUs) for data centers, which are the primary chips used in AI development. On Feb. 25, investors will get a fresh sales update when the company reports its operating results for its fiscal 2026 fourth quarter (ended Jan. 25). 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 » The report could dictate the direction of its stock, which is currently trading 10% below its all-time high. While most investors will rightly focus on the company's revenue and earnings, I think there is another key number to watch when Feb. 25 rolls around, and it often gets overlooked. All eyes will be on Nvidia's GPU sales The company's upcoming fourth-quarter operating results will cap off its strongest year ever, with total fiscal 2026 revenue expected to come in at $213 billion, according to management's latest guidance. Almost 90% of that revenue will have come from the data center segment alone, where the company counts its AI GPU sales. Nvidia's current generation of GPUs are based on its Blackwell and Blackwell Ultra architectures, which pro...