Earnings Call Insights: Fiverr International Ltd. (FVRR) Q1 2026 Management View "Q1 was a solid quarter of execution with both revenue and adjusted EBITDA coming in at the high end of our guidance range" (Co-Founder, CEO & Chairman of the Board Micha Kaufman), while he emphasized a multi-year repositioning: "we are in the early stages of a multiyear journey to reposition Fiverr from a transaction...
Earnings Call Insights: Fiverr International Ltd. (FVRR) Q1 2026 Management View "Q1 was a solid quarter of execution with both revenue and adjusted EBITDA coming in at the high end of our guidance range" (Co-Founder, CEO & Chairman of the Board Micha Kaufman), while he emphasized a multi-year repositioning: "we are in the early stages of a multiyear journey to reposition Fiverr from a transaction-oriented marketplace into a trusted work platform for complex high-value outcomes." "Projects over $1,000 continue to grow at a strong double-digit rate with clients completing $1,000-plus projects, up 18% year-over-year" (CEO Kaufman), alongside product and infrastructure work: "we are rebuilding our matching infrastructure from the ground up" and "moving from keyword-based matching to context-aware, outcome-driven matching powered by a knowledge graph." "Recent tests in Fiverr Pro show mismatch rates down nearly 10%" (CEO Kaufman), as Fiverr "shift[ed] ranking from optimizing for conversion to optimizing for expected project success and buyer satisfaction" and described early behavioral signals: "we are consistently seeing higher value engagements, leading to stronger repeat behavior." "We delivered a strong first quarter with both top and bottom lines exceeding the midpoint of our guidance" (Chief Financial Officer Esti Dadon), adding: "Revenue was $105.5 million, down 1.6% year-over-year" and "Adjusted EBITDA was $22.6 million, up 16.3% year-over-year and representing an adjusted EBITDA margin of 21%." Outlook "For the full year 2026, we expect revenue to be in the range of $380 million to $420 million" (CFO Dadon), and "we are raising our full year adjusted EBITDA guidance and now expect it to be in the range of $64 million to $80 million." "For the second quarter of 2026, revenue is expected to be between $95 million to $103 million" (CFO Dadon), and "Adjusted EBITDA is expected to be between $16 million to $20 million." "Looking ahead, macro conditions remain largel...
Earnings Call Insights: Cognizant (CTSH) Q1 2026 Management view "We delivered a solid first quarter with revenue growth in the upper half of our guidance range, expanded adjusted operating margin and strong bookings growth" (CEO & Director Ravi Kumar S). "Q1 bookings grew 21% year-over-year" and "we signed 7 large deals with TCV of $100 million or greater, including 1 mega deal valued at more tha...
Earnings Call Insights: Cognizant (CTSH) Q1 2026 Management view "We delivered a solid first quarter with revenue growth in the upper half of our guidance range, expanded adjusted operating margin and strong bookings growth" (CEO & Director Ravi Kumar S). "Q1 bookings grew 21% year-over-year" and "we signed 7 large deals with TCV of $100 million or greater, including 1 mega deal valued at more than $500 million" (CEO & Director Ravi Kumar S). "We just announced a definitive agreement to acquire Astreya" and "upon closing, we believe Astreya will add a critical layer to our AI Builder technology stack" (CEO & Director Ravi Kumar S). "Market conditions have become more complex since the start of the year, and we expect the impact from heightened macroeconomic uncertainty to persist in the near term" (CEO & Director Ravi Kumar S). "In Q1, revenues of $5.4 billion, grew 3.9% year-over-year in constant currency" (Chief Financial Officer Jatin Dalal). "First quarter adjusted operating margin of 15.6%" and "first quarter adjusted EPS was $1.40" (Chief Financial Officer Dalal). Outlook "For the second quarter, we expect revenue to grow 3.2% to 4.7% year-over-year in constant currency" and "this includes approximately 150 basis points from our recently completed acquisitions, including a partial quarter contribution from Astreya" (Chief Financial Officer Dalal). "Our full year revenue guidance is unchanged at 4% to 6.5% in constant currency" and "we expect large deal ramps and 2 full quarters of Astreya contribution to be meaningful second half drivers" (Chief Financial Officer Dalal). "The expected savings generated from the program, net of investments are enabling us to raise our 2026 adjusted operating margin guidance range to 16% to 16.2%" (Chief Financial Officer Dalal). "This leads to EPS guidance of $5.63 to $5.77" and "for 2026, we still expect to return approximately $1.6 billion of capital to shareholders" (Chief Financial Officer Dalal). Financial results "On a tr...
Here are the stocks making headlines in midday trading. Regeneron — The biotech stock slid nearly 6% after the company reaffirmed its full-year forecast for adjusted gross margin on net product sales of 83% to 84%. Regeneron also said that its board authorized a new $3 billion share repurchase program. GE HealthCare Technologies — Shares tumbled 12% after the company dialed back its forecast for f...
Here are the stocks making headlines in midday trading. Regeneron — The biotech stock slid nearly 6% after the company reaffirmed its full-year forecast for adjusted gross margin on net product sales of 83% to 84%. Regeneron also said that its board authorized a new $3 billion share repurchase program. GE HealthCare Technologies — Shares tumbled 12% after the company dialed back its forecast for full-year adjusted earnings. GE HealthCare is now calling for a range of $4.80 to $5 a share, compared to its earlier guidance of $4.95 to $5.15 per share. Free cash flow guidance of about $1.6 billion for the full year was also lower than the company's earlier forecast for roughly $1.7 billion. Brinker International — The parent company of Chili's Grill & Bar jumped about 13%. Third-quarter adjusted earnings topped estimates, landing at $2.90 per share versus the FactSet consensus call for $2.86 a share. Brinker raised the lower end of its forecast for full-year earnings, calling for adjusted earnings of $10.60 to $10.85 per share. Seagate Technology — The data storage stock popped 12%. Seagate sees fiscal fourth-quarter revenue coming in at $3.45 billion, plus or minus $100 million, and adjusted earnings of $5 per share, plus or minus 20 cents. That compares to the LSEG estimate of $3.97 per share in earnings and revenue of $3.16 billion. Third-quarter results beat estimates on the top and bottom lines. Memory stocks — Seagate's earnings boosted other names in the memory group too. Western Digital surged more than 9% and Sandisk jumped 7%. Mondelez International — The maker of Oreo cookies and Sour Patch Kids candy added 5% after reporting first-quarter adjusted earnings of 67 cents per share on revenue of $10.08 billion. Analysts polled by FactSet had anticipated earnings of 61 cents per share and $9.75 billion in revenue. Robinhood — The maker of the trading app saw shares tumble nearly 14% after first-quarter results fell short of expectations. Robinhood posted earnings...
9parusnikov/iStock via Getty Images Apple ( AAPL ) plans to add more artificial intelligence features to the iOS 27 operating system, including a Siri mode inside its camera app along with other new AI visual features, according to Bloomberg. The company's Visual Intelligence feature will be located within the camera app, the report said. It will appear as a new toggle option. The updates are part...
9parusnikov/iStock via Getty Images Apple ( AAPL ) plans to add more artificial intelligence features to the iOS 27 operating system, including a Siri mode inside its camera app along with other new AI visual features, according to Bloomberg. The company's Visual Intelligence feature will be located within the camera app, the report said. It will appear as a new toggle option. The updates are part of Apple's broader efforts to incorporate AI and will likely be revealed at its Worldwide Developers Conference in June. These updates to Apple's visual AI capabilities will likely play a role in new devices the company is reportedly working on, such as smart glasses and a pendant. They will allow Siri to scan environments and provide details back to the user. Apple is also developing an updated version of its Photos app. These include new AI-powered tools for editing and enhancing images, the report said. These will likely be ready for the release of the iPhone 18 series when it's released in September. More on Apple Apple: Tim Cook Exits At The Top Apple: A New Boss And A New And Higher Dividend (Rating Upgrade) Wall Street Brunch: Five Of The Mag 7 Ride Into Earnings Town Apple’s leadership transition, AI vision under new CEO Ternus to steal spotlight during earnings Apple offers developers new way to make App Store subscriptions more affordable
US President Donald Trump warned Tehran on Wednesday that it should “get smart soon” and capitulate to Washington’s demands for tight controls on its nuclear programme, as a US naval blockade turned the screws on Iran’s economy. The US could extend its naval blockade of Iran for months more, oil executives were told in a meeting with Trump, an official said, after press reports that he had rejecte...
US President Donald Trump warned Tehran on Wednesday that it should “get smart soon” and capitulate to Washington’s demands for tight controls on its nuclear programme, as a US naval blockade turned the screws on Iran’s economy. The US could extend its naval blockade of Iran for months more, oil executives were told in a meeting with Trump, an official said, after press reports that he had rejected Iran’s latest proposed deal to reopen the Strait of Hormuz. “Iran can’t get their act together …...
Shares of Bloom Energy (NYSE:BE) are zooming higher at midday Wednesday, with BE stock up 23% to $278.50 after the company posted a blowout Q1 2026 report and raised its full-year outlook. The move is dragging the rest of the fuel cell complex sharply higher. FuelCell Energy (NASDAQ:FCEL) shares are up 32% to $13 and ... Fuel Cell Stocks Erupt: Bloom Energy Surges 23%, FuelCell Energy Rockets 32%,...
Shares of Bloom Energy (NYSE:BE) are zooming higher at midday Wednesday, with BE stock up 23% to $278.50 after the company posted a blowout Q1 2026 report and raised its full-year outlook. The move is dragging the rest of the fuel cell complex sharply higher. FuelCell Energy (NASDAQ:FCEL) shares are up 32% to $13 and ... Fuel Cell Stocks Erupt: Bloom Energy Surges 23%, FuelCell Energy Rockets 32%, Plug Power Climbs 9%
One of the most popular pieces of conventional investing wisdom couldn’t be more misguided, according to a recent analysis from Bloomberg Intelligence.
One of the most popular pieces of conventional investing wisdom couldn’t be more misguided, according to a recent analysis from Bloomberg Intelligence.
Pershing Square founder and CEO Bill Ackman says he doesn't see any strategic dislocations in markets during an interview with Dani Burger on "Bloomberg Deals." Ackman’s combined IPO for his closed-end fund and alternative asset manager raised $5 billion. (Source: Bloomberg)
Pershing Square founder and CEO Bill Ackman says he doesn't see any strategic dislocations in markets during an interview with Dani Burger on "Bloomberg Deals." Ackman’s combined IPO for his closed-end fund and alternative asset manager raised $5 billion. (Source: Bloomberg)
The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.48%. June E-mini S&P futures (ESM26 ) are down -0.05%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.48%. June E-mini S&P futures (ESM26 ) are down -0.05%, and June E-mini Nasdaq futures...