Earnings Call Insights: Circle Internet Group (CRCL) Q1 2026 Management View "We ended the quarter with $77 billion of USDC in circulation, representing 28% year-over-year growth." (Co-Founder, Chairman & CEO Jeremy Allaire) "Alongside USDC supply growth, we also saw enormous growth in transaction activity with onchain transaction volume up 263% to $21.5 trillion." (CEO Allaire) "Total revenue and...
Earnings Call Insights: Circle Internet Group (CRCL) Q1 2026 Management View "We ended the quarter with $77 billion of USDC in circulation, representing 28% year-over-year growth." (Co-Founder, Chairman & CEO Jeremy Allaire) "Alongside USDC supply growth, we also saw enormous growth in transaction activity with onchain transaction volume up 263% to $21.5 trillion." (CEO Allaire) "Total revenue and reserve income of $694 million, grew 20% year-over-year." (CEO Allaire) "Adjusted EBITDA grew to $151 million, 24% year-over-year growth, and we continue to maintain a strong adjusted EBITDA margin of 53%." (CEO Allaire) "Today, we announced the presale of the Arc token, raising $222 million at a $3 billion fully diluted network value with lead investor a16z crypto." (CEO Allaire) "Meta, the world's most preeminent social platform began using USDC for creator payouts." (CEO Allaire) "According to Visa's reported figures on commercial transaction volume, USDC continued to gain market share and now accounts for 63% of all stablecoin transactions." (CEO Allaire) "We recently announced the planned introduction of a new Bitcoin product from Circle, cirBTC, which, pending official launch, would provide a compliant and secure wrapped version of Bitcoin that will be issued by Circle on both the Ethereum and Arc networks." (CEO Allaire) "USDC circulation ended the quarter at $77 billion, up 28% year-on-year, although roughly flat sequentially despite the roughly 45% decline in digital asset markets since their peak in October 2025." (Chief Financial Officer Jeremy Fox-Geen) "Other revenue was $42 million, up 2x year-over-year." (CFO Fox-Geen) Outlook "We are leaving our full year 2026 guidance unchanged." (CFO Fox-Geen) "However, this guidance does not include the future financial impacts of the Arc token presale, Arc incentive programs or any Arc-associated revenue streams." (CFO Fox-Geen) "In the future, when Arc tokens are created and delivered, we will recognize the value as ot...
Mohammed Haneefa Nizamudeen BridgeBio Pharma ( BBIO ) is down ~4% in Monday trading despite releasing phase 3 heart failure data for Attruby ( acoramidis). Results from the ATTRibute-CM study found that the drug led to consistent and clinically meaningful benefits across the transthyretin amyloid cardiomyopathy (ATTR-CM) disease spectrum. The data also showed modifying effects across clinical outc...
Mohammed Haneefa Nizamudeen BridgeBio Pharma ( BBIO ) is down ~4% in Monday trading despite releasing phase 3 heart failure data for Attruby ( acoramidis). Results from the ATTRibute-CM study found that the drug led to consistent and clinically meaningful benefits across the transthyretin amyloid cardiomyopathy (ATTR-CM) disease spectrum. The data also showed modifying effects across clinical outcomes, biomarkers, and functional capacity. In an oral presentation, it was explained that with Attruby, there was an association between the treatment-related increase in serum transthyretin (sTTR) and a significant reduction of sTTR variability over time. That reduction is consistent with a decline in all-cause mortality. More on BridgeBio Pharma BridgeBio Pharma, Inc. (BBIO) Q1 2026 Earnings Call Transcript BridgeBio: Attruby's Early Dominance Makes The Bull Case Hard To Ignore BridgeBio Pharma: Genetic Disease Specialist Is Thriving - I'm Upgrading To Buy BridgeBio outlines $500M share repurchase as it targets P&L breakeven in 2027 BridgeBio Pharma Q1 2026 Earnings Preview
Jonathan Kitchen Lux Capital co-founder Josh Wolfe has made two major public conviction calls, Nvidia ( NVDA ) at the Invest for Kids conference in 2016, which returned roughly 80x, and a 2024 bet on memory suppliers around the HBM narrative. His third, which he told his wife and investment committee about on February 21, is "lifecording": the thesis that wearable hardware devices will record dail...
Jonathan Kitchen Lux Capital co-founder Josh Wolfe has made two major public conviction calls, Nvidia ( NVDA ) at the Invest for Kids conference in 2016, which returned roughly 80x, and a 2024 bet on memory suppliers around the HBM narrative. His third, which he told his wife and investment committee about on February 21, is "lifecording": the thesis that wearable hardware devices will record daily life, audio first, then video, with AI continuously processing and surfacing connections. He sees Meta's ( META ) acquisition of the Limitless pendant, Amazon's ( AMZN ) Bee wearable, and the OpenAI/Jony Ive device project as early proof points. "Wall Street doesn't have a name for this yet," he wrote in a playbook shared publicly last week. "That's the opportunity." Following his signature "arms dealers" methodology, backing component suppliers rather than device makers, Wolfe allocated a model $2M across nine positions mapping to the full hardware stack: Nordic Semiconductor ( NDCVF ) for BLE wireless, TDK ( TTDKY ) for MEMS microphones, Himax ( HIMX ) for AR optics, Ambiq Micro ( AMBQ ) for edge AI, Infineon ( IFNNY ) for power management, CEVA ( CEVA ) for DSP licensing, Synaptics ( SYNA ) for IoT SoC, Enovix ( ENVX ) for next-generation batteries, and Cirrus Logic ( CRUS ) for audio codec. Most positions carried sub-$5B market caps at entry, and all are held in his personal account, not the Lux fund. Seeking Alpha's Quant system offers a divided read on the basket. Infineon ( IFNNY ) is the strongest-rated name with a Strong Buy score of 4.81, followed by Synaptics ( SYNA ) at 4.58, two names the Quant system independently endorses on valuation, growth, momentum, and profitability. Cirrus Logic ( CRUS ) and Himax ( HIMX ) sit in Hold territory at 3.27 and 3.26, while CEVA (2.89) and TDK (2.76) also carry Hold ratings. Enovix ( ENVX ) sits at the bottom with a Sell rating of 1.54, a flag worth noting for a position Wolfe sized at 7%. Wolfe's highest-conviction name wa...
Shares in Wise ( WSE ), a fintech focused on moving and managing money, climbed 12% in Monday afternoon trading after they started trading on Nasdaq at 9:30 AM ET. The company will keep a secondary listing on the London Stock Exchange, with its shares continuing to trade on the LSE's Main Market for listed securities. Preliminary fiscal year 2026 results include: Cross-border volume of $243B, up 3...
Shares in Wise ( WSE ), a fintech focused on moving and managing money, climbed 12% in Monday afternoon trading after they started trading on Nasdaq at 9:30 AM ET. The company will keep a secondary listing on the London Stock Exchange, with its shares continuing to trade on the LSE's Main Market for listed securities. Preliminary fiscal year 2026 results include: Cross-border volume of $243B, up 31% Y/Y Transaction revenue of $1.9B, up 22% Y/Y, including: Cross-border revenue of $1.3B, a 17% increase Card and other revenue of $0.6B, up 34%, with card spend of $44B, rising 37% Net revenue of $2.5B, representing a 19% increase Y/Y, including interest income on customer balances of $0.8B and interest expense on customer liabilities of $0.2B. "With $43T moved across borders each year globally, we’re only getting started," said Wise ( WSE ) Chair David Wells. "People and businesses around the world are estimated to be losing over $250B in hidden fees each year — including here in the US, where that figure is expected to hit $43B in 2026." Conference call on May 12 at 10:00 AM ET. More financial sector news FS KKR Capital: It Would Be Hard To Design A Poorer Set Of Results Bullish: Offensive Crypto Growth Play (Rating Upgrade) SoFi Technologies to acquire most of PrimaryBid Brookfield Asset Management to invest $500M in OpenAI's AI deployment platform
Nicolas Laqua, CEO of Corgi, joins Katie Greifeld, Scarlet Fu, and Eric Balchunas on "Bloomberg ETF IQ." Corgi recently launched 34 new ETFs as it looks to draw attention in the industry. (Source: Bloomberg)
Nicolas Laqua, CEO of Corgi, joins Katie Greifeld, Scarlet Fu, and Eric Balchunas on "Bloomberg ETF IQ." Corgi recently launched 34 new ETFs as it looks to draw attention in the industry. (Source: Bloomberg)
Hypoport AG press release ( HYPOF ): Q1 GAAP EPS of €1.18. Revenue of €169.3M. EBIT rose by 40% to €12.1M. EBIT margin of 17%. More on Hypoport AG Hypoport AG 2026 Q1 - Results - Earnings Call Presentation Hypoport AG 2025 Q4 - Results - Earnings Call Presentation Hypoport AG (HYPOF) Q4 2025 Earnings Call Transcript Hypoport AG GAAP EPS of €3.87, revenue of €602.6M Historical earnings data for Hyp...
Hypoport AG press release ( HYPOF ): Q1 GAAP EPS of €1.18. Revenue of €169.3M. EBIT rose by 40% to €12.1M. EBIT margin of 17%. More on Hypoport AG Hypoport AG 2026 Q1 - Results - Earnings Call Presentation Hypoport AG 2025 Q4 - Results - Earnings Call Presentation Hypoport AG (HYPOF) Q4 2025 Earnings Call Transcript Hypoport AG GAAP EPS of €3.87, revenue of €602.6M Historical earnings data for Hypoport AG
Looking at the universe of stocks we cover at Dividend Channel, in trading on Monday, shares of Abbott Laboratories (Symbol: ABT) were yielding above the 3% mark based on its quarterly dividend (annualized to $2.52), with the stock changing hands as low as $82.25 on the day. Di
Looking at the universe of stocks we cover at Dividend Channel, in trading on Monday, shares of Abbott Laboratories (Symbol: ABT) were yielding above the 3% mark based on its quarterly dividend (annualized to $2.52), with the stock changing hands as low as $82.25 on the day. Di
Looking at the universe of stocks we cover at Dividend Channel, in trading on Monday, shares of Yum! Brands Inc (Symbol: YUM) were yielding above the 2% mark based on its quarterly dividend (annualized to $3), with the stock changing hands as low as $149.39 on the day. Dividend
Looking at the universe of stocks we cover at Dividend Channel, in trading on Monday, shares of Yum! Brands Inc (Symbol: YUM) were yielding above the 2% mark based on its quarterly dividend (annualized to $3), with the stock changing hands as low as $149.39 on the day. Dividend
JHVEPhoto/iStock Editorial via Getty Images Activist investor Palliser Capital has taken a stake in Intertek Group Plc ( IKTSF ) as the British product-testing firm has rejected multiple takeover offers from EQT AB. Palliser, a UK activist investor, has been accumulating a position in Intertek ( IKTSF ) as the company sees further pressure to engage with private equity firm EQT, according to a Blo...
JHVEPhoto/iStock Editorial via Getty Images Activist investor Palliser Capital has taken a stake in Intertek Group Plc ( IKTSF ) as the British product-testing firm has rejected multiple takeover offers from EQT AB. Palliser, a UK activist investor, has been accumulating a position in Intertek ( IKTSF ) as the company sees further pressure to engage with private equity firm EQT, according to a Bloomberg report on Monday, which cited people familiar with the matter. The size of Palliser's stake and its intentions weren't immediately known. Intertek ( IKTSF ) last week rejected a third bid from EQT that valued the company at £58 a share, or roughly £8.9 billion ($12.1 billion). Intertek ( IKTSF ) may be willing to engage in talks on a potential deal if the offer is above £60, Bloomberg has previously reported. More on Intertek Group plc Intertek Group plc (IKTSY) Q1 2026 Sales/Trading Call Transcript Intertek Group plc 2025 Q4 - Results - Earnings Call Presentation Intertek Group plc (IKTSY) Q4 2025 Earnings Call Transcript EQT increases offer for Intertek to £8.9B EQT improves takeover offer for Intertek - FT
Angi CEO Jeff Kip joins Bloomberg’s Carol Massar and Tim Stenovec to discuss the company’s latest earnings, AI efforts, and Angi’s outlook on the housing market. (Source: Bloomberg)
Angi CEO Jeff Kip joins Bloomberg’s Carol Massar and Tim Stenovec to discuss the company’s latest earnings, AI efforts, and Angi’s outlook on the housing market. (Source: Bloomberg)
A growing number of Labour MPs are in no mood to heed calls from the PM’s allies to keep faith with their leader UK politics live – latest updates “Has Keir done enough to survive?” was the question anxious Labour MPs were asking each other throughout Monday, after the speech regarded by many as crucial to Starmer’s chances of political survival. But the anxiety for many of them – badly bruised by...
A growing number of Labour MPs are in no mood to heed calls from the PM’s allies to keep faith with their leader UK politics live – latest updates “Has Keir done enough to survive?” was the question anxious Labour MPs were asking each other throughout Monday, after the speech regarded by many as crucial to Starmer’s chances of political survival. But the anxiety for many of them – badly bruised by Thursday’s election crushing – did not stem from concern the prime minister might be ousted. But that he would not. Continue reading...