Earnings Call Insights: KVH Industries (KVHI) Q4 2025 Management View President, CEO & Director Brent Bruun highlighted a strategic transformation, stating KVH “made a deliberate strategic decision to reposition our business around LEO airtime, subscriber growth and high-value managed services. 2025 was the year that strategy began to pay off.” Bruun emphasized service revenue growth, noting "In t...
Earnings Call Insights: KVH Industries (KVHI) Q4 2025 Management View President, CEO & Director Brent Bruun highlighted a strategic transformation, stating KVH “made a deliberate strategic decision to reposition our business around LEO airtime, subscriber growth and high-value managed services. 2025 was the year that strategy began to pay off.” Bruun emphasized service revenue growth, noting "In the fourth quarter, service revenue grew to $28.3 million, a 27% increase from Q4 2024." He also referenced a major Starlink data pool contract: “We contracted for our second Starlink data pool, a 300% increase from our initial pool, representing a $45 million 18-month commitment.” The company expanded its installed base by approximately 2,000 vessels, which Bruun described as “a 28% increase, ending the year with more than 9,000 vessels under contract.” KVH surpassed 1,000 CommBox Edge subscribers and plans to introduce a vessel-based managed IT solution in the coming weeks. The integration of a maritime communications customer base in the Asia Pacific region was completed, adding over 800 vessels and more than 4,400 land-based subscribers. The Board increased the share repurchase program from $10 million to $15 million. Bruun stated, “our Board continues to view our common stock as undervalued.” Chief Financial Officer Anthony Pike reported, “service gross profit was $9.8 million, which is up $1.1 million from the prior quarter. Service gross margin was 34%, which remained flat compared to the prior quarter.” Pike noted operating expenses of $10.5 million in Q4, including $0.9 million of nonrecurring costs related to the recent acquisition and restructuring. Outlook Guidance for 2026 is revenue of $130 million to $145 million and adjusted EBITDA of $11 million to $16 million. Pike indicated, “our cost of service sales related to our legacy network will reduce in 2026 as our minimum bandwidth commitment reduces by $7 million compared to 2025.” KVH expects continued growth i...
As SAVE Act Vote Looms, FBI Expands 2020 Election Probe To Arizona The federal government's post-2020 election reckoning has arrived in Arizona. Warren Petersen, the Arizona Senate President, confirmed Monday that federal investigators came knocking — and he answered. "Late last week I received and complied with a federal grand jury subpoena for records relating to the Arizona State Senate's 2020 ...
As SAVE Act Vote Looms, FBI Expands 2020 Election Probe To Arizona The federal government's post-2020 election reckoning has arrived in Arizona. Warren Petersen, the Arizona Senate President, confirmed Monday that federal investigators came knocking — and he answered. "Late last week I received and complied with a federal grand jury subpoena for records relating to the Arizona State Senate's 2020 audit of Maricopa County," Petersen wrote on X. "The FBI has the records. Any other report is fake news." The records in question trace back to the infamous Cyber Ninjas audit, the Republican-commissioned hand-count of Maricopa County ballots that election experts widely dismissed as partisan theater. Many mainstream media outlets reported that the audit vindicated Joe Biden, when in fact, the audit found that there were “sufficient discrepancies among the different systems that, in conjunction with some of our findings, suggest that the delta between the Presidential candidates is very close to the potential margin of error for the election.” There were 57,734 impacted ballot—which was larger than Biden’s margin of victory in the state, which was just under 10,500. The Arizona subpoena marks the second known federal probe into 2020 election administration, following the FBI's January raid on a Fulton County, Georgia, election hub, where agents carted off truckloads of voting documentation. Multiple U.S. officials told Fox News that the DOJ examined Arizona election data spanning both 2020 and 2024. The White House redirected press inquiries to the FBI, which declined to comment. While President Donald Trump expressed enthusiasm for the news in a post on Truth Social, Democrats are less than thrilled. Arizona Attorney General Kris Mayes, a Democrat, disputed the investigation's legitimacy. "What the Trump administration appears to be pursuing now is not a legitimate law enforcement inquiry," she claimed. "It is the weaponization of federal law enforcement in service of crac...
(RTTNews) - Pangaea Logistics Solutions Ltd. (PANL) reported a profit for its fourth quarter that Increases, from last year The company's earnings came in at $11.88 million, or $0.19 per share. This compares with $8.44 million, or $0.18 per share, last year. Excluding items, Pangaea Logistics Solutions Ltd. reported adjusted earnings of $10.10 million or $0.16 per share for the period. The company...
(RTTNews) - Pangaea Logistics Solutions Ltd. (PANL) reported a profit for its fourth quarter that Increases, from last year The company's earnings came in at $11.88 million, or $0.19 per share. This compares with $8.44 million, or $0.18 per share, last year. Excluding items, Pangaea Logistics Solutions Ltd. reported adjusted earnings of $10.10 million or $0.16 per share for the period. The company's revenue for the period rose 24.9% to $183.88 million from $147.18 million last year. Pangaea Logistics Solutions Ltd. earnings at a glance (GAAP) : -Earnings: $11.88 Mln. vs. $8.44 Mln. last year. -EPS: $0.19 vs. $0.18 last year. -Revenue: $183.88 Mln vs. $147.18 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
On February 17, 2026, Tremblant Capital Group disclosed a buy of Varonis Systems (NASDAQ:VRNS) , adding 3,058,524 shares in a trade estimated at $128.40 million based on quarterly average pricing. According to a SEC filing dated February 17, 2026, Tremblant Capital Group acquired 3,058,524 additional shares of Varonis Systems. The estimated transaction value, based on the mean unadjusted closing p...
On February 17, 2026, Tremblant Capital Group disclosed a buy of Varonis Systems (NASDAQ:VRNS) , adding 3,058,524 shares in a trade estimated at $128.40 million based on quarterly average pricing. According to a SEC filing dated February 17, 2026, Tremblant Capital Group acquired 3,058,524 additional shares of Varonis Systems. The estimated transaction value, based on the mean unadjusted closing price for the quarter ended December 31, 2025, was approximately $128.40 million. At quarter end, the fund’s stake in Varonis Systems was valued at $115.12 million, with the net position change—driven by both trading activity and stock price movements—totaling $89.19 million. Varonis Systems, Inc. is a leading provider of software for securing, managing, and analyzing enterprise data both on-premises and in the cloud. The company leverages advanced analytics and automation to help organizations protect sensitive files, emails, and intellectual property from internal and external threats. With a global customer base and a focus on data-centric security, Varonis positions itself as a strategic partner for enterprises seeking robust data governance and compliance solutions. Continue reading
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Sean Darby of Mizuho Securities says the markets "were perhaps too benign over the whole inflation story" but now investors will "experience that inflation shock much, much quicker" due to the Middle East conflict. (Source: Bloomberg)
Sean Darby of Mizuho Securities says the markets "were perhaps too benign over the whole inflation story" but now investors will "experience that inflation shock much, much quicker" due to the Middle East conflict. (Source: Bloomberg)
Cerebras Systems CEO Andrew Feldman attends The Grove by Village Global at Carneros Resort and Spa in Napa, Calif., on Dec. 12, 2025. As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing customer: Oracle . On a conference call with analysts on Tuesday following Oracle's quarterly earnings, Clay Magouyrk, one of the software vendor's ...
Cerebras Systems CEO Andrew Feldman attends The Grove by Village Global at Carneros Resort and Spa in Napa, Calif., on Dec. 12, 2025. As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing customer: Oracle . On a conference call with analysts on Tuesday following Oracle's quarterly earnings, Clay Magouyrk, one of the software vendor's two CEOs, indicated that his company's infrastructure includes Cerebras chips, alongside graphics processing units (GPUs) from market leader Nvidia and rival Advanced Micro Devices . "We build infrastructure which is flexible, fungible, and can support the smallest workloads up to the largest," Magouyrk said. "We continually offer the latest in accelerators, from the most recent Nvidia and AMD options to emerging designs from companies like Cerebras and Positron," another AI hardware startup. Cerebras offers cloud services that employ its large-scale WSE-3 chips. The company filed paperwork for an IPO in 2024 but withdrew the filing last October. Days later, it announced a $1.1 billion funding round at a valuation of $8.1 billion, and CEO Andrew Feldman said Cerebras still intends to go public. For prospective investors, one of the most glaring concerns from Cerebras' original prospectus was its reliance on a single customer based in the Middle East. G42, backed by Microsoft, is headquartered in Abu Dhabi, United Arab Emirates, and in the first half of 2024, it accounted for 87% of Cerebras' revenue. Bolstering its client roster with a name like Oracle could be a big boon for Cerebras, and it would follow another significant announcement earlier this year. In January, Cerebras said it had received a $10 billion commitment from OpenAI, which relies on Oracle, and other companies, for cloud services. The next month, OpenAI said it was collaborating with Cerebras on a research preview of Codex-Spark, a fast-acting AI model geared toward software development, for ChatGPT Pro cu...
(RTTNews) - The Australian stock market notably higher on Tuesday, recouping some of the losses in the previous three sessions, with the benchmark S&P/ASX 200 staying above the 7,400 level, despite the broadly positive cues from global markets overnight, boosted by gains in energy and technology stocks. The benchmark S&P/ASX 200 Index is gaining 26.00 points or 0.35 percent to 7,443.80, after touc...
(RTTNews) - The Australian stock market notably higher on Tuesday, recouping some of the losses in the previous three sessions, with the benchmark S&P/ASX 200 staying above the 7,400 level, despite the broadly positive cues from global markets overnight, boosted by gains in energy and technology stocks. The benchmark S&P/ASX 200 Index is gaining 26.00 points or 0.35 percent to 7,443.80, after touching a high of 7,476.60 earlier. The broader All Ordinaries Index is up 26.60 points or 0.35 percent to 7,641.10. Australian stocks closed modestly lower on Monday. Among the major miners, Mineral Resources is losing more than 1 percent, while Rio Tinto and Fortescue Metals are edging down 0.2 percent each. BHP Group is edging up 0.1 percent and OZ Minerals is flat. Oil stocks are mostly higher. Santos is edging up 0.4 percent, Beach energy is adding more than 3 percent and Woodside Energy is up almost 1 percent. Origin Energy is losing more than 1 percent. Among tech stocks, Afterpay owner Block is gaining almost 3 percent and Zip is edging up 0.5 percent, while WiseTech Global and Xero are adding more than 2 percent each. Appen is losing almost 5 percent. Gold miners are mostly higher. Northern Star Resources and Newcrest Mining are edging up 0.4 to 0.5 percent each, while Resolute Mining is gaining more than 2 percent. Gold Road Resources and Evolution Mining are flat. Among the big four banks, National Australia Bank, Westpac and ANZ Banking are edging up 0.1 to 0.4 percent, while Commonwealth Bank is flat. In other news, shares in James Hardie are down almost 4 percent after the manufacturing company cut its profit guidance for the full year. Shares in Ansell dropped almost 9 percent after it lowered its earnings per share guidance amid falling sales. Shares in Temple & Webster are tumbling almost 22 percent after the online homewares outlet reported a 12 percent drop in sales for the half year. It also did not pay a dividend. In the currency market, the Aussie dollar ...
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跑馬地司徒拔道發現懷疑手榴彈 EOD到場處理 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】跑馬地發現一枚懷疑手榴彈，警方爆炸品處理課到場處理。 發現的懷疑手榴彈表面佈滿鏽跡，周遭有雜物。下午一時許，警方接獲途人報案，司徒拔道威利閣附近山坡有一枚懷疑手榴彈，爆炸品處理課人員到場處理。期間司徒拔道介乎山頂道與黃泥涌峽道一度要全線封閉。
Key Points Goodlander Investment Manage exited its position in Primoris during the fourth quarter, selling 275,000 shares. The quarter-end position value decreased by $37.77 million as a result. The Primoris stake was previously 14.4% of the fund’s AUM as of the prior quarter. 10 stocks we like better than Primoris Services › On February 17, 2026, Goodlander Investment Management disclosed in a U....
Key Points Goodlander Investment Manage exited its position in Primoris during the fourth quarter, selling 275,000 shares. The quarter-end position value decreased by $37.77 million as a result. The Primoris stake was previously 14.4% of the fund’s AUM as of the prior quarter. 10 stocks we like better than Primoris Services › On February 17, 2026, Goodlander Investment Management disclosed in a U.S. Securities and Exchange Commission filing that it sold out of Primoris (NYSE:PRIM), an estimated $37.77 million transaction based on last-disclosed position values. What happened According to an SEC filing dated February 17, 2026, Goodlander Investment Management, LLC sold all 275,000 shares of Primoris during the fourth quarter of 2025. This move eliminated the fund’s exposure to Primoris, with the net position value dropping by $37.77 million over the quarter. What else to know Top holdings after the filing: NYSE:SEI: $44.13 million (16.9% of AUM) NYSE:MTZ: $36.95 million (14.1% of AUM) NYSE:EME: $36.71 million (14.0% of AUM) NYSE:LBRT: $36.00 million (13.8% of AUM) NYSE:GEV: $29.41 million (11.2% of AUM) As of February 17, 2026, shares of Primoris were priced at $162.38, up 124.2% over the past year and vastly outperforming the S&P 500’s nearly 20% return in the same period. Company overview Metric Value Market capitalization $8.77 billion Revenue (TTM) $7.46 billion Net income (TTM) $277.14 million Price (as of market close February 17, 2026) $162.38 Company snapshot Primoris provides construction, fabrication, maintenance, replacement, and engineering services across utilities, energy/renewables, and pipeline segments in the United States and Canada. The firm generates revenue through contracted specialty services for infrastructure projects, including installation and maintenance of utility and energy systems, as well as pipeline construction and related facility work. It serves natural gas and electric utilities, communications providers, renewable energy firms, p...