AST SpaceMobile shares fell 12% in after-hours trading following the company’s Q1 double-miss despite its $3.5 billion cash buffer and 95% vertical integration.
AST SpaceMobile shares fell 12% in after-hours trading following the company’s Q1 double-miss despite its $3.5 billion cash buffer and 95% vertical integration.
Greggory DiSalvo/iStock Editorial via Getty Images Telos Corporation ( TLS ) recently reported its Q1 ’26 earnings, which were not very well received, so I wanted to go through the numbers in more detail and give some comments on the outlook and why I am still on the fence. By the Numbers Starting from the top, revenue came in at around $47.74m, which is up 56% y/y, and beat consensus by around $3...
Greggory DiSalvo/iStock Editorial via Getty Images Telos Corporation ( TLS ) recently reported its Q1 ’26 earnings, which were not very well received, so I wanted to go through the numbers in more detail and give some comments on the outlook and why I am still on the fence. By the Numbers Starting from the top, revenue came in at around $47.74m, which is up 56% y/y, and beat consensus by around $3.2m. Looking at the revenue mix, we can see that the growth was primarily driven by higher TSA PreCheck enrollment activity, as well as broader strength across Security Solutions programs, such as DMDC/IT GEMS. Revenue from services increased 46% to $42m, while revenue from products seems a lot more impressive percentage-wise, because it grew 220%, but the dollar value went from $1.7m to $5.68m. Going over the company’s profitability, gross margin was 36.4% on a GAAP basis, which is 340 bps lower than the same time last year. The company also reconciles something called a cash gross margin, which is its own adjusted gross margin without SBC and D&A in the cost of sales line item. I suppose I see the reason to exclude them since they do not represent actual cash change in the quarter, but I’m still not a fan of this extra adjustment right from the top, when most companies are fine with reported GAAP gross margins as their main gross margins. GAAP operating income came in at 3% vs. (29%) at the same time last year, so there was quite a big improvement already. On an adjusted basis, adjusted EBITDA came in at $7.86m, or 16.5% margin, which is also a vast improvement over last year’s 1.2%. GAAP net income was $2m or 4.2% margin, while adjusted bottom line came in at $4.3m, or 9% of revenues. Q1 Adjusted EPS came in at 6 cents, which beat analysts’ estimates by 4 cents. Let’s take a look at the company’s financial position. TLS finished the quarter with around $50m in cash and equivalents against no long-term debt, apart from some operating lease liabilities. Telos continues to ...
Cablevisión Holding S.A. press release ( CVHSY ): Q1 EBITDA reached Ps. 814,217 million as of 1Q26, an increase of 36.9% in real terms compared to 1Q25, mainly driven by the incorporation of TMA's EBITDA, and from cost efficiencies realized by the company, resulting in a higher EBITDA Margin of 34.5% in 1Q26, compared to 32.9% in 1Q25. Consolidated net income amounted to Ps. 628,855 million. More ...
Cablevisión Holding S.A. press release ( CVHSY ): Q1 EBITDA reached Ps. 814,217 million as of 1Q26, an increase of 36.9% in real terms compared to 1Q25, mainly driven by the incorporation of TMA's EBITDA, and from cost efficiencies realized by the company, resulting in a higher EBITDA Margin of 34.5% in 1Q26, compared to 32.9% in 1Q25. Consolidated net income amounted to Ps. 628,855 million. More on Cablevisión Holding S.A. Cablevisión Holding S.A. 2025 Q4 - Results - Earnings Call Presentation Cablevisión Holding S.A. (CVHSY) Q4 2025 Earnings Call Transcript Historical earnings data for Cablevisión Holding S.A. Dividend scorecard for Cablevisión Holding S.A. Financial information for Cablevisión Holding S.A.
International Game Technology ( BRSL ) declares $0.23/share quarterly dividend , in line with previous. Forward yield 7.2% Payable June 11; for shareholders of record May 28; ex-div May 28. See BRSL Dividend Scorecard, Yield Chart, & Dividend Growth. More on International Game Technology Don't Ignore Brightstar Lottery Brightstar Lottery PLC (BRSL) Q4 2025 Earnings Call Transcript Brightstar Lotte...
International Game Technology ( BRSL ) declares $0.23/share quarterly dividend , in line with previous. Forward yield 7.2% Payable June 11; for shareholders of record May 28; ex-div May 28. See BRSL Dividend Scorecard, Yield Chart, & Dividend Growth. More on International Game Technology Don't Ignore Brightstar Lottery Brightstar Lottery PLC (BRSL) Q4 2025 Earnings Call Transcript Brightstar Lottery PLC 2025 Q4 - Results - Earnings Call Presentation Brightstar Lottery falls after Q1 results miss expectations Brightstar Lottery misses top-line and bottom-line estimates; reaffirms FY26 outlook
Murphy USA ( MUSA ) announced on Tuesday the planned private offering of an aggregate principal amount of $500M senior notes due 2034 by its wholly owned subsidiary, Murphy Oil USA. The notes will be guaranteed on a senior unsecured basis by Murphy USA and by certain of Murphy USA’s domestic subsidiaries. Murphy USA intends to use the net proceeds from the offering to redeem an aggregate principal...
Murphy USA ( MUSA ) announced on Tuesday the planned private offering of an aggregate principal amount of $500M senior notes due 2034 by its wholly owned subsidiary, Murphy Oil USA. The notes will be guaranteed on a senior unsecured basis by Murphy USA and by certain of Murphy USA’s domestic subsidiaries. Murphy USA intends to use the net proceeds from the offering to redeem an aggregate principal amount of $300M of the issuer’s existing 5.625% senior notes due 2027 and repay all or a portion of outstanding borrowings under its revolving credit facility. Additionally, the proceeds will be used to pay fees and expenses related to the foregoing and, to the extent any proceeds remain, for general corporate purposes. More on Murphy USA Murphy USA: Iran War Benefits Reflected In The Rally (Downgrade) Murphy USA signals 45 to 55 new sites in 2026 while keeping guidance unchanged amid fuel volatility Murphy USA jumps 8% as Q1 profit doubles; 55-store expansion next
Earnings Call Insights: American Public Education (APEI) Q1 2026 Management View "Total revenue grew 6.2% year-over-year and at the top end of our guidance range," said President, CEO & Director Angela Selden, adding that "Today, we are raising our full year 2026 guidance on both revenue and adjusted EBITDA" and "we are also raising our full year EPS guidance." "Health+ revenue grew 11%, consisten...
Earnings Call Insights: American Public Education (APEI) Q1 2026 Management View "Total revenue grew 6.2% year-over-year and at the top end of our guidance range," said President, CEO & Director Angela Selden, adding that "Today, we are raising our full year 2026 guidance on both revenue and adjusted EBITDA" and "we are also raising our full year EPS guidance." "Health+ revenue grew 11%, consistent with our 4-year plan," said CEO Selden, citing "8% enrollment growth" previously disclosed and stating "our new Rasmussen, Orlando campus now enrolling students and building momentum in its first full quarter of operations." Selden also said, "we expect to complete the relocation of the Hondros College of Nursing Cincinnati campus in the back half of 2026" and expect the "new Detroit campus to be ready to enroll students in the first quarter of 2027." On Military+, Selden said "the 4% registration growth met guidance" and that the segment "operated at an adjusted EBITDA margin of approximately 36% in the first quarter," while noting "a portion of this outperformance was due to shifts in marketing spend between Q1 and Q2." She added that Navy, Air Force and Marine registrations were slowing in Q2 due to deployments, but "we remain confident in our full year guidance." "On April 28, we received approval from our accreditor, Higher Learning Commission to consolidate our APUS Rasmussen and Hondros College of Nursing programs, locations and operations into a single accredited institution," Selden said, adding, "we continue to target an effective date for consummation of the combination at the beginning of the third quarter of 2026." "Total revenue in the first quarter was $174.7 million" and "first quarter adjusted EBITDA was $29.2 million," said Executive VP & CFO Edward Codispoti. He added, "we ended the first quarter in a very strong balance sheet position" with "cash, cash equivalents and restricted cash totaled $221 million" and "total debt under our credit agreement was ...
First Majestic Silver ( AG ) declares $0.0171/share quarterly dividend . Forward yield 0.29% Payable May 29; for shareholders of record May 20; ex-div May 20. See AG Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Majestic Silver Corp. First Majestic Silver: Down From Highs, And I'm Finally Buying First Majestic Silver: Leverage On Silver Works Both Ways (Double Downgrade) First ...
First Majestic Silver ( AG ) declares $0.0171/share quarterly dividend . Forward yield 0.29% Payable May 29; for shareholders of record May 20; ex-div May 20. See AG Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Majestic Silver Corp. First Majestic Silver: Down From Highs, And I'm Finally Buying First Majestic Silver: Leverage On Silver Works Both Ways (Double Downgrade) First Majestic Silver Corp. 2025 Q4 - Results - Earnings Call Presentation First Majestic Silver Non-GAAP EPS of $0.31 in-line, revenue of $476.7M First Majestic Silver Q1 2026 Earnings Preview
Key PointsHormel Foods is quietly reshaping itself into a higher-margin branded protein business while the market still prices it like a struggling commodity company.
Key PointsHormel Foods is quietly reshaping itself into a higher-margin branded protein business while the market still prices it like a struggling commodity company.
China’s Ministry of Foreign Affairs has reaffirmed its “firm support” for Hong Kong’s judicial authorities when asked whether Beijing would consider releasing jailed former media tycoon Jimmy Lai Chee-ying ahead of US President Donald Trump’s three-day state visit starting Wednesday. “[Jimmy] Lai Chee-ying is the principal mastermind and perpetrator behind the riots that shook Hong Kong,” ministry...
China’s Ministry of Foreign Affairs has reaffirmed its “firm support” for Hong Kong’s judicial authorities when asked whether Beijing would consider releasing jailed former media tycoon Jimmy Lai Chee-ying ahead of US President Donald Trump’s three-day state visit starting Wednesday. “[Jimmy] Lai Chee-ying is the principal mastermind and perpetrator behind the riots that shook Hong Kong,” ministry spokesman Guo Jiakun said at a press briefing, when asked whether Beijing would consider Lai’s...
josefkubes/iStock Editorial via Getty Images Viking Holdings ( VIK ) announced the launch of its first fully electric motor coach. The cruise line operator said the launch marks a significant milestone in its ongoing commitment to environmental stewardship. The Viking-branded coach accommodates up to 49 passengers and joins the company’s existing fleet of motor coaches that support its destination...
josefkubes/iStock Editorial via Getty Images Viking Holdings ( VIK ) announced the launch of its first fully electric motor coach. The cruise line operator said the launch marks a significant milestone in its ongoing commitment to environmental stewardship. The Viking-branded coach accommodates up to 49 passengers and joins the company’s existing fleet of motor coaches that support its destination-focused shore excursion program in Vienna. Notably, Viking Holdings ( VIK ) becomes the first river line to operate a 100% electric motor coach for guest transportation in Europe. The vehicle is now in service for Viking ( VIK ) guests in Vienna, with additional electric coaches planned for deployment across Europe in the coming years. "Electric motor coaches are quieter and offer a zero-emission solution, and we look forward to operating them in many more Viking destinations in the coming months and years," highlighted CEO Torstein Hagen. Shares of Viking Holdings ( VIK ) fell 0.7% in premarket trading. The cruise line stock is 13.3% higher on a year-to-date basis. With its FQ2 earnings report, Viking ( VIK ) reported revenue shot up 27.4% during the quarter. The cruise line operator's occupancy rate was 95.0%, and the net yield per passenger cruise day was up 7.7% year over year to $546. Jefferies analyst David Katz noted that the quarter turned in by the cruise line operator continues to demonstrate the bull case of its business, execution, and visible growth. More on Viking Holdings Ltd Viking Holdings: Small But Very Strong Viking Holdings: Better Appreciation Of Moat, Pricing, And Growth Runway Viking Holdings: Fantastic Results Were Already Expected Travel stocks move higher as oil tumbles on US.-Iran deal talks Viking Holdings is called a travel sector standout by Susquehanna
Olemedia GitLab ( GTLB ) was in focus on Tuesday after the company announced layoffs and said it would restructure its business around artificial intelligence, prompting Raymond James to downgrade the stock. Shares tumbled 12% in premarket trading. “We are downgrading GTLB to Market Perform from Outperform as we digest management’s letter to employees released this afternoon outlining an intent fo...
Olemedia GitLab ( GTLB ) was in focus on Tuesday after the company announced layoffs and said it would restructure its business around artificial intelligence, prompting Raymond James to downgrade the stock. Shares tumbled 12% in premarket trading. “We are downgrading GTLB to Market Perform from Outperform as we digest management’s letter to employees released this afternoon outlining an intent for major internal changes in an effort to move GitLab to its second act as a public company,” Raymond James analysts wrote in a note to clients. “F1Q and FY27 guidance was reaffirmed with this release, and while investors may breathe a near-term sigh of relief on F1Q, this creates risk for the remainder of the year as these changes are meaningful. In short, this includes an attempt to rearchitect the platform while also reducing headcount which we find challenging.” More on GitLab GitLab: Something Needs To Change GitLab: Finally Time For A Bullish Stance GitLab: Growth Is Slowing, But Cheap Enough To Keep Buying Biggest stock movers Tuesday: PLUG, HIMS, and more GitLab to cut workforce as it restructures operations around AI