Earnings Call Insights: ScanSource (SCSC) Q3 2026 Management View “Our team delivered strong third quarter results with adjusted EBITDA, EPS, free cash flow, and ROIC all increasing versus the prior year,” said CEO Mike Baur (Founder, Chairman, CEO & President), adding that “improved hardware demand drove 9% growth in net sales with growth across most technologies, but especially networking and se...
Earnings Call Insights: ScanSource (SCSC) Q3 2026 Management View “Our team delivered strong third quarter results with adjusted EBITDA, EPS, free cash flow, and ROIC all increasing versus the prior year,” said CEO Mike Baur (Founder, Chairman, CEO & President), adding that “improved hardware demand drove 9% growth in net sales with growth across most technologies, but especially networking and security.” Baur outlined a go-to-market change: “we're taking the next step to help our partners grow their business by launching a new Converged Communications business unit to deliver a unified, 1 ScanSource partner experience.” He said the unit “will include the business development and sales resources, pre-sales engineering, marketing and supplier management functions,” combining “the ScanSource specialty communications team and the Intelisys CX cloud-based solutions team into one combined business unit.” On leadership, Baur said, “The Converged Communications business unit will be led by Katherine White, who brings 5 years of ScanSource experience across both our specialty business and Intelisys.” On AI-related demand in customer experience, Baur said, “Our partners are finding excellent opportunities for AI adoption in the CX solutions area,” and framed recent wins around “AI as automation” and “AI as augmentation.” CFO Steve Jones (Senior EVP & CFO) said, “We're pleased with our Q3 results with consolidated net sales and non-GAAP EPS growing 9% year-over-year,” and added, “We also delivered strong free cash flow in the quarter and feel very well-positioned to deliver our fiscal year 2026 outlook.” Outlook Jones said, “We are maintaining our full year projections for both revenue and adjusted EBITDA,” and added, “for FY '26 free cash flow, we are raising our expectations to at least $90 million.” In Q&A about the cadence implied by the full-year outlook, Jones said, “Q3 delivered on that, and we're confident that we can deliver our full year guidance, but we don't want ...
Guido Mieth/DigitalVision via Getty Images JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ ) is one of the most trusted double-digit-yielding income ETFs out there. It currently offers a 10-12% yield, with a 30-day SEC yield around ~12.70% and a 12-month rolling dividend yield near 11%. Total return has been ~28-29% and ~78%, respectively, over the past 1 and 3 years. Both numbers are well above ...
Guido Mieth/DigitalVision via Getty Images JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ ) is one of the most trusted double-digit-yielding income ETFs out there. It currently offers a 10-12% yield, with a 30-day SEC yield around ~12.70% and a 12-month rolling dividend yield near 11%. Total return has been ~28-29% and ~78%, respectively, over the past 1 and 3 years. Both numbers are well above the ETF median. For most investors, those numbers would be good enough reasons to buy and hold JEPQ indefinitely. But a closer look reveals other details that present a more nuanced picture. Price returns lag 14-15% against the S&P 500 over a one-year period, and nearly 50% over a 3-year period. People do not buy a product like JEPQ expecting a huge equity-like performance; however, in an ideal world, that gap between price return and total return should have been narrower. In a market where many newer covered-call ETFs are offering diverse trade-offs between yield, growth, and tax efficiency—key considerations of income investment—this large gap makes one ask: what is JEPQ paying investors for? As I will argue here, that gap reflects the cost of generating a high income today, trading off with future growth. In the current market environment—characterized by uneven growth, elevated volatility, and uncertain direction in large-cap tech—that trade-off becomes more relevant. For investors who want consistent cash flow from one of the most dependable names in the industry and are happy to look for full upside capture elsewhere, JEPQ is still one of the best core allocations in an income portfolio. The JEPQ Strategy JEPQ combines a large-cap growth equity portfolio with an options strategy on top. There are some 100-110 stocks, using the Nasdaq-100 as the benchmark. Top 10 holdings constitute 40-45% of the portfolio and are in mega-cap tech stocks like NVIDIA Corporation ( NVDA ), Apple Inc. ( AAPL ), Microsoft Corporation ( MSFT ), Amazon.com, Inc. ( AMZN ), and Alphabet Inc. ...
Rackspace Technology (RXT) is back in focus after returning to profitability in Q1 2026 with US$8.3 million net income and signing a Memorandum of Understanding with AMD to develop governed enterprise AI cloud infrastructure. See our latest analysis for Rackspace Technology. The recent Q1 2026 profit and the AMD AI cloud MoU have coincided with a sharp re-rating, with a 30-day share price return o...
Rackspace Technology (RXT) is back in focus after returning to profitability in Q1 2026 with US$8.3 million net income and signing a Memorandum of Understanding with AMD to develop governed enterprise AI cloud infrastructure. See our latest analysis for Rackspace Technology. The recent Q1 2026 profit and the AMD AI cloud MoU have coincided with a sharp re-rating, with a 30-day share price return of 290.85% and a 1-year total shareholder return of 144.44%, although the 5-year total shareholder...
NVIDIA (NasdaqGS:NVDA) and IREN Limited agreed to deploy up to 5 gigawatts of next generation AI infrastructure. NVIDIA also partnered with Span and PulteGroup to create distributed fractional data centers that use residential grid capacity for AI workloads. These partnerships expand NVIDIA's reach across large scale facilities and more distributed, community level compute nodes. NVIDIA, traded on...
NVIDIA (NasdaqGS:NVDA) and IREN Limited agreed to deploy up to 5 gigawatts of next generation AI infrastructure. NVIDIA also partnered with Span and PulteGroup to create distributed fractional data centers that use residential grid capacity for AI workloads. These partnerships expand NVIDIA's reach across large scale facilities and more distributed, community level compute nodes. NVIDIA, traded on NasdaqGS:NVDA, is a central supplier of GPUs and software that power many AI data centers and...
Goldman Sachs expects NVIDIA (NVDA.US) to outperform market expectations in its quarterly results, raising its profit forecast with potential to outpace the broader market. 富途牛牛
Goldman Sachs expects NVIDIA (NVDA.US) to outperform market expectations in its quarterly results, raising its profit forecast with potential to outpace the broader market. 富途牛牛
Zhang Anjiang. Photo: VCG Zhang Anjiang, vice mayor and police chief of the southwestern Chinese megacity of Chongqing, died Thursday morning after a sudden illness, according to state media reports. He was 55. Zhang died at 10:52 a.m. local time on May 7, despite emergency medical treatment, according to an obituary published by the state-run Chongqing Daily. Before his death, Zhang ranked fourth...
Zhang Anjiang. Photo: VCG Zhang Anjiang, vice mayor and police chief of the southwestern Chinese megacity of Chongqing, died Thursday morning after a sudden illness, according to state media reports. He was 55. Zhang died at 10:52 a.m. local time on May 7, despite emergency medical treatment, according to an obituary published by the state-run Chongqing Daily. Before his death, Zhang ranked fourth among Chongqing’s seven vice mayors. He oversaw the city’s public security, judicial administration, petitioning, and state secrecy operations. He also served as head of the Chongqing Public Security Bureau’s Communist Party committee.