Earnings Call Insights: OneSpan (OSPN) Q1 2026 Management view “We had a good first quarter with strong profitability and solid revenue growth,” said (CEO & President Victor Limongelli), adding, “subscription revenue grew 8% year-over-year, and our adjusted EBITDA margin was 32%.” “Our gross revenue retention increased again in Q1, reaching 90% for the company as a whole and 94% for our Digital Agreements business,” (CEO & President Limongelli) said, while also noting capital return activity: “share buybacks... totaled approximately 1.5 million shares for more than $18 million over the past 3 quarters” and “an increased quarterly dividend as well.” (CEO & President Limongelli) said the company “completed the acquisition of Build38,” describing the rationale as mobile becoming “a critical attack surface for banks to protect,” and adding, “we now offer a comprehensive set of leading mobile application security technologies across the app shielding landscape.” (CEO & President Limongelli) updated on NOK NOK Labs: “we have grown that business materially with ARR having increased about 20% in less than 10 months since closing,” and said, “we now have the broadest B2B2C authentication offering, both hardware and software, cloud and on-prem and OTP and FIDO.” “We acquired Build38 on February 27. And as such, our first quarter results include just over one month of Build38's financial contribution,” said (CFO & Treasurer Jorge Martell), while also disclosing a revenue presentation change: “we now include term maintenance revenue within subscription revenue.” Outlook “We are affirming our full year 2026 guidance for revenue and adjusted EBITDA, and we are raising our guidance for ARR,” said (CFO & Treasurer Martell). “For the full year 2026, we expect total revenue to be in the range of $244 million to $249 million,” (CFO & Treasurer Martell) said, adding, “We expect software and services revenue to be in the range of $201 million to $204 million” and “hardware revenue to be...

Stagwell (NASDAQ:STGW) reported first-quarter 2026 results that management said were “firmly in line with our expectations,” while emphasizing a strong start in net new business and continued investment in AI-enabled products and sales capabilities. Chairman and CEO Mark Penn said the company is “hi

SPS Commerce (NASDAQ:SPSC) reported first-quarter 2026 results showing continued growth in its core operations, while management acknowledged ongoing pressure in the Amazon portion of its revenue recovery business. Revenue rose 6% year over year to $192.1 million, with recurring revenue up 7% and fu

Roku (NASDAQ:ROKU) executives highlighted what CEO Anthony Wood called an “outstanding quarter” on the company’s first-quarter 2026 earnings call, pointing to accelerating platform growth, expanding advertising capabilities, and continued momentum in subscriptions. Management also discussed product

四大指数均大幅上涨，品高股份问鼎月度牛股，寒武纪成“新股王”，主力大幅买入立讯精密>>

格隆汇5月1日｜据AXIOS援引两名美国官员表示，美国中央司令部指挥官布拉德·库珀海军上将和联合参谋长主席丹·凯恩将军今天向特朗普总统简报了45分钟，讨论了针对伊朗可能采取的军事行动新计划。

格隆汇5月1日｜据猫眼专业版数据，截至4月30日23时24分，2026年五一档新片总票房已破亿元，《穿普拉达的女王2》《给阿嬷的情书》《寒战1994》暂列五一档新片票房榜前三位。

美国总统特朗普4月30日在社交媒体上发文说，他将取消针对英国苏格兰威士忌的关税和进口限制。 英国苏格兰威士忌协会数据显示，美国是苏格兰威士忌最大的海外单一出口市场，占2025年苏格兰威士忌出口总额近20%。受美国加征关税影响，2025年苏格兰威士忌对美国出口金额和数量分别下降4%和9.2%。 长期以来，美英威士忌产业保持双向贸易关系，在苏格兰威士忌出口美国的同时，美国企业向苏格兰威士忌厂家大量出口二手木制酒桶用于威士忌陈酿。根据美英2025年5月达成的贸易协议，美国对英国输美威士忌征收10%的进口关税，这一税率保持至今。(新华社)

格隆汇5月1日｜WTI原油期货涨幅扩大至1%，报106.21美元/桶。

Source: Bloomberg, 5:22

格隆汇5月1日｜据乐有家研究中心今日公布的数据，2026年4月深圳一二手住宅总网签量9044套，环比上涨15%，时隔12个月再破9000套大关。其中，一手住宅合计网签3400套，环比上涨20%。具体来看，新房预售网签1844套，环比上涨17%，现售网签1556套，环比涨24%；二手住宅网签5644套，环比上涨11%。

格隆汇5月1日｜据伊朗新闻电视台，伊朗外长阿拉格齐4月30日同黎巴嫩议长贝里通电话，强调“制止以色列侵略黎巴嫩”是伊朗和美国停火方案的一个组成部分。双方在通话中讨论了地区局势发展以及巴基斯坦正在斡旋的谈判。阿拉格齐高度赞扬黎巴嫩对以色列侵略的抵抗，重申对黎巴嫩的坚定支持。

美國聯邦通訊委員會周四表決通過，推動禁止中國實驗室對在美國使用的電子設備進行測試。 提案禁止範圍包括智能手機、相機和電腦等電子設備。委員會估計約七成半美國電子產品在中國測試；又指表決推動該新提案，旨在優先考慮國家安全。 最新提案內容將禁止認可未與美國簽署相互承認協議或其他同等互惠貿易協定國家的測試實驗室與認證機構，而中國並未簽訂此類協議。若最終獲通過，預計經中國實驗室測試與認證的產品將在新規定實施後的2年內，逐步退出市場。

乐有家研究中心今日公布的数据，2026年4月深圳一二手住宅总网签量9044套，环比上涨15%，时隔12个月再破9000套大关。其中，一手住宅合计网签3400套，环比上涨20%。具体来看，新房预售网签1844套，环比上涨17%，现售网签1556套，环比涨24%；二手住宅网签5644套，环比上涨11%。（财联社）

最低工資即日起上調至時薪43.1元。 行政長官會同行政會議在二月接納最低工資委員會建議，法定最低工資時薪加1元，由42.1加至43.1元。 今次加幅是檢討機制首次採用「一年一檢」，並按新的方程式計算後得出，即以通脹、甲類消費物價指數及本地生產總值計算的經濟增長率得出調整幅度。 勞工處提醒僱主，記錄僱員每月金額上限，亦由即日起由每月17,200元提高至17,600元，以配合新法定最低工資水平的實施。

根据一份监管命令，美国证券交易委员会周四批准了 纳斯达克 NDAQ.O期权交易平台的一项提案，允许其上市并交易一种与主要指数挂钩的新类别的股市预测工具。 随着预测市场日益获得认可，并开辟了新的收入来源和市场洞察，多家公司正积极寻求进入该领域，该市场允许用户对现实世界事件的结果进行投注。 这家总部位于纽约的交易所运营商推出的产品是现金结算合约，到期时将根据指数收盘价是高于还是低于设定水平支付固定金额。 美国证券交易委员会表示，二元期权——一种根据“是”或“否”的投注结果提供收益的合约——若到期时处于实值状态，其“固定、全有或全无的行权结算金额”为100美元。 由纳斯达克运营的美国电子期权交易所纳斯达克MRX（Nasdaq MRX）将首先推出与纳斯达克100指数及纳斯达克100微型指数挂钩的期权产品。 纳斯达克100指数追踪纳斯达克交易所上市的100家最大型非金融公司，包括 苹果 、英伟达和 英特尔 。微型指数的基准值相当于纳斯达克100指数总市值的1/100。 该委员会批准了纳斯达克于3月通过提交的加速审批申请，称该提案“符合法案要求”，且未引发新的监管担忧。 “我们欢迎美国证券交易委员会批准纳斯达克MRX关于上市和交易与纳斯达克100指数挂钩的成果相关期权（OROs）的提案，”一位纳斯达克发言人表示。 其同行兼期权巨头Cboe全球市场CBOE.Z也计划于第二季度推出专注于金融和经济事件的“全有或全无”式合约，具体取决于监管批准。 责任编辑：刘明亮

财联社5月1日讯（记者 王俊仙 卢阿峰） 今年五一，对医药界而言意味深远，最高人民法院、最高人民检察院联合发布的《关于办理贪污贿赂刑事案件适用法律若干问题的《解释（二）》》（简称“《解释（二）》”）于5月1日正式施行，给长期处于灰色地带的医药营销划下了明确的刑事责任“时间红线”。 “在五一之前的这段时间，我们一些医药代表不去医院了，保持静默。”一位中部地区医药上市公司市场部人士向财联社记者反馈，部分医院专家已预期学术会议组织难度将明显上升。 “最近我们律所收到的有关这个司法解释的培训需求、咨询需求显著增多。”天驰君泰律师事务所上海分所高级合伙人徐佐旗告诉记者，近期医药、医疗企业人员以及医院医生对司法解释的关注度逐步提升，都在通过各种渠道研究影响和后续措施。 在一线执行层面，调整已深度波及药企营销和组织架构。医库公司董事长涂宏钢观察到，目前药企已普遍开展“全链条”的系统性学习，传统的经销与代理体系正经历清理与重构，而且出现了小微CSO的加速收缩及部分推广合同的停顿。与此同时，内部人员由于掌握业务细节，其发起的“内部举报”或将成为药企面临的重大不确定性风险。 而这其实是近年来医疗卫生领域商业贿赂整顿的缩影之一，正如多位受访人士所言，当依靠灰色空间获益的逻辑失效，产品力与真实疗效的回归将成为行业走向成熟的必经之路。 刑事风险高悬 与以往纲领性的合规指引不同，《解释（二）》细化了贪污贿赂犯罪的数额认定标准，且明确在食品医药、医疗等重点领域行贿，更低数额即可追责，例如非国家工作人员受贿罪、对非国家工作人员行贿罪的量刑标准分别参照受贿罪、行贿罪（单位行贿罪）定罪量刑标准执行，而根据2016年的《解释（一）》，受贿罪“数额较大”的起刑点为3万元。因此，非国家工作人员受贿罪的“数额较大”标准从原先的6万元（即受贿罪标准的二倍）降至3万元。 另一层震慑来自对“单位意志”认定的穿透。 《解释（二）》第十六条规定，为谋取不正当利益向国家工作人员行贿，具有下列情形之一的，以单位行贿罪定罪处罚：（一）单位集体决定，违法所得归单位所有的；（二）单位实际控制人或者主管人员决定，违法所得归单位所有的。个人财产和单位财产高度混同，单位通过行贿获得不正当利益实际归个人所有的，以行贿罪定罪处罚。 徐佐旗告诉财联社记者，过往案发后，绝大多数涉案企业惯用核心免责抗辩理由为：违规返利、学术赞助勾兑、渠道回扣等...

中国上市公司协会发布2025年上市公司经营业绩报告。报告显示，2025年上市公司整体业绩企稳回暖，核心资产稳健向好。全市场上市公司营收同比增长1.2%，整体实现净利润5.4万亿元，增长2.6%。全市场超七成上市公司实现盈利，北交所盈利面最高（83%）。3235家公司营收正增长，2425家公司盈利正增长，370家公司实现扭亏。政策引导下，科技创新和产业创新深度融合，未来产业保持快速发展势头，核聚变等前沿领域固定资产投资增长8.0%，传统产业转型升级不断深入，通用设备行业固定资产投资增长8.7%。2025年，全市场上市公司研发投入合计1.94万亿元，连续4年正增长，约占全社会研发经费投入的一半；研发强度2.66%，较上年继续提高。上市公司研发人员共327万人，占员工总数的10.4%。研发投入额前100名的上市公司主要分布于电子、汽车、电力设备等行业，其中17家公司研发强度超10%。（央视新闻）

ASEAN economic ministers say Middle East war could significantly slow regional growth Reuters

記者表示，西九龍高鐵站出境人流較多，過關通道有不少人排隊等候。不過現場屏幕顯示，現在過關時間少於十五分鐘，比較暢通。 有市民表示，會去前海、深圳灣等地方玩，因為消費平價，距離又近，適合假期去玩。 不少旅客陸續抵港，大部分來香港遊玩兩至三日，主要前往主題樂園或維多利亞港等等。不過有旅客選擇即日來回，因為香港住宿比較貴。 開往重慶、北京等地的長途列車班次已售罄，一些短途列車仍有剩餘車票。

【有線新聞】警方拘捕3名的士司機，涉嫌濫收車資及危險駕駛等，涉案的士被扣留調查。 警方星期四派員喬裝遊客，揭發兩名的士司機涉嫌濫收車資、沒有顯示的士咪錶及展示司機證，其中一宗個案一般車資應為200元，但涉案司機索價540元。警方今天又拘捕一名駕駛新界的士的男司機，涉嫌由西貢駕車至香園圍過程在車輛中間左穿右插，時速一度高達160公里，他亦曾多次在網上發布危險駕駛片段，涉嫌危險駕駛被捕。

內地五一黃金周假期展開。 假期首日，在高鐵西九龍站，不少旅客一早抵港，拖著行李一家大小來到。入境處早前預計，五一黃金周期間，約600萬人次進出香港，內地旅客約98萬人次，周日是入境高峰。 有旅客打算即日來回，節省酒店住宿，亦有旅客指會到離島深度遊。

【有線新聞】在世界太極拳錦標賽獲得佳績的武術港隊凱旋。 太極拳、太極劍的莫宛螢獨取三金，16位參賽港將當中成績最好。港隊今屆共奪得9金7銀4銅，力壓國家隊、越南等排獎牌榜榜首，另外表演項目就獲得12個一等獎及10個二等獎。賽事在保加利亞舉行，吸引來自38個國家及地區超過300名運動員、教練及隨隊人員參與。

1 In 5 Americans Are Still Working From Home The COVID-19 pandemic marked a dramatic shift in workplace dynamics, as working from home suddenly became the norm for millions of workers in the United States and across the globe. As Statista's Felix Richter notes, this transformation offered employees newfound flexibility, enabling them to manage their time more effectively, eliminate commutes, facilitate childcare and often achieve a better work-life balance. Remote work also allowed for a customized work environment, fostering comfort and productivity for many. However, traditional office settings continue to hold unique advantages, which is why, six years later, more and more employers have called their workers back to the office for most days of the week. Offices facilitate in-person collaboration, spontaneous brainstorming and social interaction, all of which are challenging to replicate virtually. Additionally, the structured environment of an office can provide clearer boundaries between work and personal life, reducing distractions and helping employees switch off when at home. According to Statista Consumer Insights , 1 in 5 American employees still worked from home regularly in 2025 , while 43 percent of respondents regularly worked in a company office. You will find more infographics at Statista In many cases, hybrid models combining the benefits of both setups have emerged, catering to diverse employee preferences and living situations and striking a balance between the benefits and disadvantages of both working from home and in the office. Tyler Durden Thu, 04/30/2026 - 22:30

Despite the rhetoric suggesting otherwise, a bunch of people are going to remain in New York when they retire. A handful of individuals will even move to New York in their golden years. And this begs the question... What does it cost to afford a comfortable retirement in the state of New York? Take any such estimate with a grain of salt -- it's usually a sweeping calculation using a wide range of input that may or may not work for you. Also bear in mind that living in a more metropolitan area like New York City will cost considerably more than retiring in a rural area like Hamilton County, in the north-central part of the state. Continue reading

虽然南北响堂山石窟的形制相似，但南响堂山石窟规模相对较小，造像表现也更加放松自如 《行路中国看古迹》“财新mini+”连载中，查看 已更新内容 《行路中国》点此优惠购买 河北·邯郸 南响堂山石窟 推荐级别：●●●●● 简介◎ 南响堂山石窟位于河北省邯郸市峰峰矿区鼓山南麓，现存石窟7座，与北响堂山石窟相距约15公里，合称响堂山石窟。最早开凿于北齐，此后隋、唐、宋、元、明均有不同规模的增凿。1961年响堂山石窟被国务院列为第一批全国重点文物保护单位。 地址：河北省邯郸市峰峰矿区鼓山南麓

据知情人士透露，受伊朗战事持续推高燃油成本影响，维珍澳大利亚航空控股公司或将把航班削减措施延续至2026年第三季度。这家澳大利亚第二大航空公司此前已宣布，将在截至6月的季度削减运力。在此之后，维珍航空的燃油对冲保障空间所剩无几，更容易受到市场油价波动冲击。这位因相关事项尚未公开而要求匿名的知情人士称，公司也可能通过上调机票票价来弥补燃油成本，不过目前尚未作出最终决定。 责任编辑：王永生

Maskot/DigitalVision via Getty Images Introduction It’s been fun hunting potential investment ideas in the software space. Since the start of the year, the iShares Expanded Tech-Software Sector ETF ( IGV ) has fallen 20% on the back of AI fears and investors questioning how AI might disrupt software business models. Data by YCharts One such company I think has slid quite far is Q2 Holdings ( QTWO ), a digital banking software company that’s fallen 27% year to date. In my view, the competitive advantages, a margin expansion story that is playing out in the numbers, and a management team that is allocating capital intelligently make this a story worth diving into. After reporting Q1'26 results this week, my hesitation about the business is more around what you’re paying for it. In the low $50 range, this is a stock where the quality of the business isn't really in question; the price is. A look at Q1'26 results Q2 Holdings provides digital banking software to banks, credit unions, and fintechs. Essentially, the platform sits between a financial institution and its end users. Chances are you’ve interacted with their technology without realizing it. Q2 Holdings builds the apps where you check your balance, deposit checks via your camera, and move money between accounts. They also handle data for hundreds of banks as it relates to security and fraud detection by using AI to spot unusual patterns (like a login from a different country) and block hackers. Finally, Q2 also provides a software for when a small business applies for a loan; they help banks digitize the paperwork to make decisions faster. As shown below, the business is predominantly subscription-based, with subscription revenue making up 83% of total revenue. Company Filings That context matters because when looking at what drove Q1'26 , the headline 14% revenue growth actually understates the momentum in the core business. Subscription revenue grew 16% year over year to $179.9 million , while transactional re...