Earnings Call Insights: Blackbaud (BLKB) Q1 2026 Management View “We delivered solid execution against our operating plan to start 2026 with a continued focus on efficiency and a strong pace of product innovation,” said Michael Gianoni (President, CEO & Vice Chairman of the Board), adding, “AI enablement remains key to our success.” Gianoni positioned agentic AI as a new monetization vector: “Agen...
Earnings Call Insights: Blackbaud (BLKB) Q1 2026 Management View “We delivered solid execution against our operating plan to start 2026 with a continued focus on efficiency and a strong pace of product innovation,” said Michael Gianoni (President, CEO & Vice Chairman of the Board), adding, “AI enablement remains key to our success.” Gianoni positioned agentic AI as a new monetization vector: “Agents For Good is a new product category for Blackbaud,” and “in Q1, we launched our first Agent For Good solution, the Blackbaud Fundraising Development Agent.” He also called it “a new revenue line and a significant accomplishment for Blackbaud.” On monetization and cross-sell, Gianoni said, “the pricing model is an annual subscription fee,” and “we expect the price will be in the tens of thousands per year, and we expect to cross-sell subscriptions to thousands of existing customers in addition to new logo sales.” He added an attach opportunity: “Applicable donations raised by the development would be processed through Blackbaud Integrated Payments platform, driving additional transactional revenue.” Chad Anderson (Executive VP & CFO) framed Q1 execution around the operating model: “we were focused on durable subscription-led performance, prudent expectations around transactional revenue and steady progress on profitability and cash flow.” Outlook Anderson said, “we are reaffirming the full year guidance ranges and assumptions we provided in February,” and reiterated seasonality: “we expect 2026 quarterly financial performance, including revenue growth and profitability to be heavily weighted to the back half of the year and particularly the fourth quarter.” On near-term investment pacing, Anderson added, “we expect adjusted EBITDA dollars to decline slightly year-over-year in the second quarter due to planned AI investments for customer-facing products as well as for internal operations.” In contrast to the prior quarter’s timeline for agentic commercialization, Gianoni sa...
Moment Capsule Photography/iStock Editorial via Getty Images Introduction Pollard Banknote ( PBL:CA ) is not a name that shows up in most investors. It’s a small/mid-cap Canadian company that doesn’t have a big institutional following as it doesn’t fit squarely in any one sector category. But since I’ve been covering the name for almost 2 years, I think the business has continued to look more attr...
Moment Capsule Photography/iStock Editorial via Getty Images Introduction Pollard Banknote ( PBL:CA ) is not a name that shows up in most investors. It’s a small/mid-cap Canadian company that doesn’t have a big institutional following as it doesn’t fit squarely in any one sector category. But since I’ve been covering the name for almost 2 years, I think the business has continued to look more attractive and could be ripe for a takeout candidate given the valuation now. Last month, the company reported another solid quarter to close out FY’25, capping a record revenue year while absorbing some deliberate and, in my view, temporary margin pressure from its push into higher-value digital platforms. The lottery and gaming services space isn't glamorous, but Pollard has built a business with long-duration contracted revenue, pricing power in its core instant ticket segment, and a growing digital platform business that I think the market is undervaluing. With some of the heavier investment spending now in the rearview mirror, it would seem to me that this year is shaping up to be a cleaner and more obvious earnings story. Recent Results Pollard Banknote reported Q4’25 revenue of $150.8 million , up from $140.3 million in the prior year period but missing slightly by $0.3 million on sellside estimates. Including the company's 50% share of NeoPollard Interactive, combined sales reached $185 million, a 10% increase year over year. For the full year, revenues were up 7.0% to $596.0 million . Company Filings To unpack what drove revenue growth, it’s helpful to unpack it by revenue drivers. This quarter, higher average instant ticket selling prices and an improved proprietary mix contributed $1.4 million, while growth in other lottery products and services added $2.8 million, driven largely by the successful Kansas iLottery launch on the Catalyst platform. The Pacific Gaming acquisition added $2.1 million in charitable volume gains, stronger Michigan iLottery sales contributed ...
If you want to get a piece of the data center buildout, the last thing I’d do is go knee-deep into overhyped stocks that already trade at triple-digit valuations. Data center stocks like Johnson Controls (NYSE:JCI), Cogent Communications (NASDAQ:CCOI), and NuScale Power (NYSE:SMR) are still under-the-radar and have plenty of upside potential left. It may not look like it ... 3 Data Center Stocks Y...
If you want to get a piece of the data center buildout, the last thing I’d do is go knee-deep into overhyped stocks that already trade at triple-digit valuations. Data center stocks like Johnson Controls (NYSE:JCI), Cogent Communications (NASDAQ:CCOI), and NuScale Power (NYSE:SMR) are still under-the-radar and have plenty of upside potential left. It may not look like it ... 3 Data Center Stocks You Haven’t Heard of With 300% Upside Potential
Fresh off a $20-a-share drop Tuesday, shares of Micron (NASDAQ: MU) bounced back strongly Wednesday morning -- and investors can thank Seagate Technology (NASDAQ: STX) for the bump. Seagate blew past analyst forecasts last night, reporting $4.10 per share in non-GAAP earnings instead of $3.48. Sales of $3.1 billion likewise beat expectations for less than $3 billion. Investors are exuberant, and t...
Fresh off a $20-a-share drop Tuesday, shares of Micron (NASDAQ: MU) bounced back strongly Wednesday morning -- and investors can thank Seagate Technology (NASDAQ: STX) for the bump. Seagate blew past analyst forecasts last night, reporting $4.10 per share in non-GAAP earnings instead of $3.48. Sales of $3.1 billion likewise beat expectations for less than $3 billion. Investors are exuberant, and they're buying all the computer memory stocks they can find this morning. Image source: Getty Images. Continue reading
Starbucks ( SBUX ) was up 6.7% in early trading on Wednesday as the coffee chain's FQ2 earnings report was well received by investors. The stock trades just off its 52-week high as Wall Street analysts gave the company credit for turning a corner. Read key snippets below from their post-earnings analysis. Morgan Stanley analyst Brian Harbour (Overweight rating) "A beat at a high level, with 7% US ...
Starbucks ( SBUX ) was up 6.7% in early trading on Wednesday as the coffee chain's FQ2 earnings report was well received by investors. The stock trades just off its 52-week high as Wall Street analysts gave the company credit for turning a corner. Read key snippets below from their post-earnings analysis. Morgan Stanley analyst Brian Harbour (Overweight rating) "A beat at a high level, with 7% US SSS better and EPS ahead also, a bit less so ex-China, but it would seem the negative revision cycle is past, which will be needed for this high multiplestock to continue to work. An improving story; debate about earnings power not going away." TD Cowen analyst Andrew Charles (Hold rating) "We expect SBUX turnaround plans and new sales initiatives should continue supporting a sales recovery, w/ improvement across operations, marketing, and menu innovation. But we believe shares already reflect a solid multiyear sales and earnings recovery, and we don't view the return compelling from current levels based on a reasonable valuation and the upper end of (or above) the '28 target earnings range." UBS analyst Dennis Geiger (Neutral rating) "We expect SBUX turnaround plans and new sales initiatives should continue supporting a sales recovery, w/ improvement across operations, marketing, and menu innovation. But we believe shares already reflect a solid multiyear sales and earnings recovery, and we don't view the return compelling from current levels based on a reasonable valuation and the upper end of (or above) the '28 target earnings range." RBC Capital Markets analyst Logan Reich (Sector Perform rating) "We expect SBUX turnaround plans and new sales initiatives should continue supporting a sales recovery, w/ improvement across operations, marketing, and menu innovation. But we believe shares already reflect a solid multiyear sales and earnings recovery, and we don't view the return compelling from current levels based on a reasonable valuation and the upper end of (or above) t...
Nvidia stock was edging down on Wednesday. Investors were holding off piling back into the chip maker following concerns about artificial-intelligence growth and ahead of earnings from four Big Tech titans. Nvidia shares were down 0.8% at $211.38 in early trading.
Nvidia stock was edging down on Wednesday. Investors were holding off piling back into the chip maker following concerns about artificial-intelligence growth and ahead of earnings from four Big Tech titans. Nvidia shares were down 0.8% at $211.38 in early trading.
Seagate Technology ( STX ) declares $0.74/share quarterly dividend , in line with previous. Forward yield 0.44% Payable July 7; for shareholders of record June 24; ex-div June 24. See STX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Seagate Technology Seagate Technology Holdings plc 2026 Q3 - Results - Earnings Call Presentation Seagate Technology Holdings plc (STX) Q3 2026 Earnings...
Seagate Technology ( STX ) declares $0.74/share quarterly dividend , in line with previous. Forward yield 0.44% Payable July 7; for shareholders of record June 24; ex-div June 24. See STX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Seagate Technology Seagate Technology Holdings plc 2026 Q3 - Results - Earnings Call Presentation Seagate Technology Holdings plc (STX) Q3 2026 Earnings Call Transcript Seagate: HAMR Has Matured Into A Supply Story Seagate Technology is seeing unprecedented benefits from AI, analysts say Seagate surges 17% after raising annual revenue growth target amid AI boom
gorodenkoff/iStock via Getty Images Silicon Motion ( SIMO ) shares surged 30% during morning trading on Wednesday, following first-quarter results that featured a year-over-year revenue gain of 105%. Analysts were impressed by the results and outlook as William Blair maintained its Outperform rating on the stock. "Revenue pulled ahead of consensus and the high end of management's guide, powered by...
gorodenkoff/iStock via Getty Images Silicon Motion ( SIMO ) shares surged 30% during morning trading on Wednesday, following first-quarter results that featured a year-over-year revenue gain of 105%. Analysts were impressed by the results and outlook as William Blair maintained its Outperform rating on the stock. "Revenue pulled ahead of consensus and the high end of management's guide, powered by 205% sequential growth in SSD solutions," said William Blair analysts Sebastian Naji and Ana Bilbao in an investor note. The guidance proved to be even stronger than the first quarter results. "Management expects strong growth momentum to continue in the second quarter, guiding to revenue of $402M at the midpoint ($95M ahead of the Street)," Naji noted. "Non-GAAP gross margin came in slightly ahead of consensus, while non-GAAP operating margins of 21.5% were 565 basis points above the Street." "Based on our existing backlog, we expect our strong start to 2026 to continue in the second quarter and drive sequential growth throughout this year as these new programs scale further and our share gains accelerate," said Silicon Motion CEO Wallace Kou. "We are benefiting from the cumulative impact of investments we have made over the past several years and expect our share gains and market expansion into enterprise and data center to drive strong sustainable revenue and profitability growth." More on Silicon Motion Technology Silicon Motion Q1 Preview: AI Growth Is Unstoppable Silicon Motion: Further Upside Beckons As Demand For Enterprise-Grade SSDs Steps Up A Memory Super-Cycle Is Highlighting Silicon Motion's Opportunity Silicon Motion Technology Non-GAAP EPS of $1.58 beats by $0.28, revenue of $342.1M beats by $42.52M Silicon Motion Technology likely to report 'solid' Q1, Wedbush says
Scharfsinn86/iStock via Getty Images Aurora Innovation's ( AUR ) stock appears to have found a floor over the past 6 months as momentum in the underlying business begins to build. I previously suggested that Aurora was making material progress in its attempt to scale driverless freight operations. This has continued in recent months, with driverless miles and deployed capabilities both increasing....
Scharfsinn86/iStock via Getty Images Aurora Innovation's ( AUR ) stock appears to have found a floor over the past 6 months as momentum in the underlying business begins to build. I previously suggested that Aurora was making material progress in its attempt to scale driverless freight operations. This has continued in recent months, with driverless miles and deployed capabilities both increasing. While the early signs are positive, it will be late 2026 at the earliest before Aurora really demonstrates its ability to scale driverless operations though. Aurora's stock has performed poorly since listing, but the next 12 months could be more constructive due to the accelerated deployment of driverless trucks. It will likely will be 2028 before Aurora's revenue multiple begins to look more reasonable, although this matters little, as the company has a long growth runway and just needs to demonstrate its ability to scale. Market Conditions While macro uncertainty is elevated at the moment, and diesel prices could cause disruptions to the freight industry, Aurora's macro exposure is limited at the moment due to a lack of scale. A severe downturn could create caution amongst potential customers, but Aurora's growth is likely to remain dictated by supply rather than demand. On the supply side, Aurora is making progress with its manufacturing partnerships and continues to expand its operating envelope. The company has suggested that its addressable market is now over 3.6 billion vehicle miles . Aurora Innovation Aurora surpassed 250,000 driverless miles in January, suggesting that the company's driverless operations have continued to ramp in recent months. It is unclear how many driverless vehicles the company now has on the road, but Aurora was previously targeting 10 driverless vehicles by the end of 2025. It is also worth noting that Aurora still has an observer in its vehicles due to partner requirements. Aurora is now targeting 200 driverless trucks in operation by the ...
Congress has allocated more than $500 million for family planning work internationally. The Trump administration hasn't spent it — and the consequences are already being felt. (Image credit: Edward Echwalu for NPR)
Congress has allocated more than $500 million for family planning work internationally. The Trump administration hasn't spent it — and the consequences are already being felt. (Image credit: Edward Echwalu for NPR)
Ford Motor reports first-quarter earnings on Wednesday afternoon. Wall Street is looking for an operating profit of $1.3 billion from sales of $42.7 billion.
Ford Motor reports first-quarter earnings on Wednesday afternoon. Wall Street is looking for an operating profit of $1.3 billion from sales of $42.7 billion.