Definity Financial press release ( DFY:CA ): Q1 GAAP EPS of $0.97. Net income attributable to common shareholders was $63.9M in Q1 2026 compared to $92M in Q1 2025. More on Definity Financial Definity Financial Corporation (DFY:CA) Discusses Strong Momentum and Operational Achievements Across Business Segments Transcript Definity Financial Corporation (DFY:CA) Q4 2025 Earnings Call Transcript Defi...
Definity Financial press release ( DFY:CA ): Q1 GAAP EPS of $0.97. Net income attributable to common shareholders was $63.9M in Q1 2026 compared to $92M in Q1 2025. More on Definity Financial Definity Financial Corporation (DFY:CA) Discusses Strong Momentum and Operational Achievements Across Business Segments Transcript Definity Financial Corporation (DFY:CA) Q4 2025 Earnings Call Transcript Definity Financial Corporation 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Definity Financial Dividend scorecard for Definity Financial
Earnings Call Insights: TSS, Inc. (TSSI) Q1 2026 Management View “We are off to a fast, strong start in 2026,” and “revenue of $55.3 million in the first quarter was driven by the strength in our higher-margin systems integration business,” said CEO, President & Director Darryll Dewan. Dewan said “demand for AI infrastructure remains at an all-time high and is showing no signs of abating,” and des...
Earnings Call Insights: TSS, Inc. (TSSI) Q1 2026 Management View “We are off to a fast, strong start in 2026,” and “revenue of $55.3 million in the first quarter was driven by the strength in our higher-margin systems integration business,” said CEO, President & Director Darryll Dewan. Dewan said “demand for AI infrastructure remains at an all-time high and is showing no signs of abating,” and described a push to reassess served markets, adding, “we're experiencing very rapid growth in the higher-margin offerings,” while “we are working to understand the potential for us to serve the rack integration requirements of the rest of the overall market.” Dewan highlighted operational scaling at Georgetown: “within this month, we will have completed more rack integrations in 2026 than we delivered all of last year,” while adding “we have remaining capacity within our existing footprint to support additional growth as demand requires.” Dewan also said the company repurposed Round Rock: “we have now dedicated the entire Round Rock facility to warehousing AI rack material for our largest OEM customer,” and “we began providing this service May 1 of this year.” Dewan announced leadership additions: “Matt Wallace appointed to the Chief Strategy Officer and as well David Ho appointed to the Chief Technology Officer,” adding, “these roles are intended to strengthen execution, expand our partnerships and support long-term scaling of the business.” CFO Daniel Chism said Q1 results reflected mix shifts: “consolidated total revenue in the first quarter was $55.3 million,” and “revenue from procurement services totaled $40 million,” while “revenue from our Systems Integration segment increased 88% year-over-year…to $14.1 million.” Outlook Dewan said, “our outlook for adjusted EBITDA in the range of $20 million to $22 million for the full year is supported by a multiyear agreement that provides both revenue visibility [and] downside protection,” and added, “we expect our full year resul...
Earnings Call Insights: Innodata (INOD) Q1 2026 Management View "Q1 was a record quarter for Innodata, and it was record-setting by a wide margin." (Chairman & CEO Jack Abuhoff) "Revenue, adjusted gross profit, adjusted EBITDA and cash all reached new highs." "With 1 quarter behind us and progressively increasing visibility, we are raising our full-year 2026 revenue growth guidance to approximatel...
Earnings Call Insights: Innodata (INOD) Q1 2026 Management View "Q1 was a record quarter for Innodata, and it was record-setting by a wide margin." (Chairman & CEO Jack Abuhoff) "Revenue, adjusted gross profit, adjusted EBITDA and cash all reached new highs." "With 1 quarter behind us and progressively increasing visibility, we are raising our full-year 2026 revenue growth guidance to approximately 40% or more." (Chairman & CEO Jack Abuhoff) "That is up from the 35% or more we guided to on our last call just 10 weeks ago." "Today, we are also announcing a new set of engagements with one of the world's leading big tech companies." (Chairman & CEO Jack Abuhoff) "We believe these engagements could potentially generate approximately $51 million of revenue this year." "We define this as roughly 20 organizations globally that are developing the most advanced foundation models, including the major U.S. labs and sovereign-backed assets." (President & Chief Revenue Officer Rahul Singhal) "We are seeing real accelerating momentum across this customer set." "I'm thrilled to report that just last Friday, we signed our first major platform opportunity, a $1 million engagement with one of our hyperscaler customers." (President & Chief Revenue Officer Singhal) "We also now have 15 other companies actively evaluating the platform." "Revenue for Q1 2026 was $90.1 million, up 54% year-over-year and 24% sequentially from $72.4 million in Q4 2025." (Interim CFO & VP of Finance Marissa Espineli) "Fully diluted earnings per share was $0.42." Outlook "We are raising our full-year 2026 revenue growth guidance to approximately 40% or more." (Chairman & CEO Abuhoff) "We continue to view this guidance as prudent. There are several potentially large programs we have not included in our forecast." "As timing and scope get finalized, we'll adjust our forecast accordingly." (Interim CFO & VP of Finance Espineli) "The fact is that the year is developing faster and across more customers and program...
Earnings Call Insights: Creative Media & Community Trust Corporation (CMCT) Q1 2026 Management view "I'd like to begin with an update on the strategic plan we outlined on prior calls to strengthen our balance sheet, improve liquidity and sharpen our focus on premier multifamily assets and the meaningful progress we've made against those priorities in the first quarter." (Chief Executive Officer Da...
Earnings Call Insights: Creative Media & Community Trust Corporation (CMCT) Q1 2026 Management view "I'd like to begin with an update on the strategic plan we outlined on prior calls to strengthen our balance sheet, improve liquidity and sharpen our focus on premier multifamily assets and the meaningful progress we've made against those priorities in the first quarter." (Chief Executive Officer David Thompson) "During the quarter, we completed the redemption of $243 million of preferred stock into common stock." (Chief Executive Officer Thompson) "We expect the redemption to increase our FFO by approximately $16 million per year and returns to the company's capital structure back in line with our long-term targets." (Chief Executive Officer Thompson) "We have completed financings on 9 assets and have fully retired our recourse credit facility." (Chief Executive Officer Thompson) "As a result, we now operate with minimal recourse debt significantly reducing risk and improving our flexibility." (Chief Executive Officer Thompson) "We also sold our lending division in January of 2026." (Chief Executive Officer Thompson) "After accounting for debt repayment, transaction expenses and other related items, this transaction yielded net cash proceeds to the company of approximately $31 million." (Chief Executive Officer Thompson) "To put that in perspective, on a cost basis, our undepreciated book value was approximately $147 per share at the end of the first quarter." (Chief Executive Officer Thompson) "After several very challenging years in Oakland, we are beginning to see early signs of recovery supported by improving fundamentals in that market." (Chief Executive Officer Thompson) "After several challenging years, we're beginning to see the recovery gain momentum supported by a strengthening San Francisco residential market with demand increasingly bolstered by growth in AI-related employment and investment." (Vice President of Equity Capital Markets Stephen Altebrando) ...
US energy department says 13.5kg of uranium taken from reactor in Caracas – a fraction of the 408kg held by Tehran Donald Trump has succeeded in removing a country’s stash of highly enriched uranium – although that country is not Iran . On Friday, the US Department of Energy announced that “thanks to President Trump’s decisive leadership” 13.5 kilograms (about 30 pounds) of uranium had been remove...
US energy department says 13.5kg of uranium taken from reactor in Caracas – a fraction of the 408kg held by Tehran Donald Trump has succeeded in removing a country’s stash of highly enriched uranium – although that country is not Iran . On Friday, the US Department of Energy announced that “thanks to President Trump’s decisive leadership” 13.5 kilograms (about 30 pounds) of uranium had been removed from a legacy research reactor in Venezuela . Continue reading...
Palantir is generating strong free cash flow (FCF) and higher FCF margins. And analysts keep hiking their revenue forecasts. So, why is PLTR stock so cheap? It could be worth 62% more at $219 per share.
Palantir is generating strong free cash flow (FCF) and higher FCF margins. And analysts keep hiking their revenue forecasts. So, why is PLTR stock so cheap? It could be worth 62% more at $219 per share.
Shopify (NASDAQ: SHOP) just posted another strong quarter of growth, yet the stock remains down 32% year to date. Fears of AI disruption in the software industry seem to be spooking investors. However, it's becoming increasingly clear that AI is a major tailwind for the company, making the stock a compelling buy on the dip. Image source: Getty Images. The company's revenue grew 34% year over year,...
Shopify (NASDAQ: SHOP) just posted another strong quarter of growth, yet the stock remains down 32% year to date. Fears of AI disruption in the software industry seem to be spooking investors. However, it's becoming increasingly clear that AI is a major tailwind for the company, making the stock a compelling buy on the dip. Image source: Getty Images. The company's revenue grew 34% year over year, driven by a 35% increase in gross merchandise volume (GMV) to exceed $100 billion. These are impressive numbers for a company of this size. Continue reading
pakornkrit/iStock via Getty Images AVEM Strategy Avantis Emerging Markets Equity ETF ( AVEM ) is an actively managed ETF launched on 09/17/2019 with a broad portfolio of 3,942 holdings, a 12-month trailing yield of 2.05%, and an expense ratio of 0.33%. Distributions are paid quarterly. As described in the prospectus by Avantis , the fund targets emerging market companies with an emphasis on “small...
pakornkrit/iStock via Getty Images AVEM Strategy Avantis Emerging Markets Equity ETF ( AVEM ) is an actively managed ETF launched on 09/17/2019 with a broad portfolio of 3,942 holdings, a 12-month trailing yield of 2.05%, and an expense ratio of 0.33%. Distributions are paid quarterly. As described in the prospectus by Avantis , the fund targets emerging market companies with an emphasis on “smaller market capitalizations and securities of companies with higher profitability and value characteristics." Value is primarily measured by the adjusted book/price ratio and profitability by the adjusted cash from operations to book value ratio, although other metrics may be considered. The stock selection and weighting process may also involve factors such as industry classification, past performance, liquidity, float, tax, and governance. The fund may also hold derivatives. I will use the iShares MSCI Emerging Markets ETF ( EEM ) as a benchmark. Portfolio The fund is mostly invested in large and mega-cap companies (77% of asset value), with significant exposure in China (24%), Taiwan (23%), South Korea (16%), and India (13%). Other countries are below 6%. The aggregate weight of China and Taiwan (47%) points to significant geopolitical risk, like for most emerging market funds. Compared to the benchmark, AVEM downplays South Korea. AVEM top countries (chart: author; data: Avantis, iShares) The presence of South Korea and Taiwan among emerging markets is debatable. South Korea has been considered a developed country by S&P since 2001, and Taiwan surpassed it in GDP per capita in 2025 . Both countries are ahead of the EU, the UK, and Japan in GDP at purchasing power parity per capita . The fund has a focus on technology (28%) and financials (22%). Other sectors are below 11%. AVEM offers a more balanced sector breakdown than EEM by significantly downplaying technology. AVEM sector breakdown (chart: author; data: Avantis, iShares) Over 10% of asset value is in Taiwan Semicond...
⚽ Championship news from the first leg; kick-off 8pm BST ⚽ Forty years of playoffs | Follow on Bluesky | Mail Simon Well, after 46 games the Championship is over. Now for the important bit. At the end of the regular season Millwall and Hull were separated by precisely 10 points, with the Londoners ending up just a couple away from skipping the playoffs entirely by coming second, and Hull also two ...
⚽ Championship news from the first leg; kick-off 8pm BST ⚽ Forty years of playoffs | Follow on Bluesky | Mail Simon Well, after 46 games the Championship is over. Now for the important bit. At the end of the regular season Millwall and Hull were separated by precisely 10 points, with the Londoners ending up just a couple away from skipping the playoffs entirely by coming second, and Hull also two away from skipping the playoffs by finishing seventh. That despite Millwall scoring just 64 goals, the fewest in the top eight – and, indeed, not as many as Sheffield United, who finished 13th. Continue reading...
Sir Keir Starmer faces a deepening crisis of authority as election losses suggest disappointment with Labour has already curdled into cynicism If you are Sir Keir Starmer, the results of the local and devolved elections make for grim reading . Thursday’s ballot gave almost two-thirds of Britain’s electorate the chance to vote. Fragmentation is no longer the future of British politics. In many plac...
Sir Keir Starmer faces a deepening crisis of authority as election losses suggest disappointment with Labour has already curdled into cynicism If you are Sir Keir Starmer, the results of the local and devolved elections make for grim reading . Thursday’s ballot gave almost two-thirds of Britain’s electorate the chance to vote. Fragmentation is no longer the future of British politics. In many places it is its present. After a quarter-century in which Labour and the Conservatives dominated electoral life, both parties suffered heavy losses in their traditional strongholds. Politics since the turn of the century has been upended: Reform UK seized the Tory bastion of Essex , home territory for Kemi Badenoch; the Greens wrested mayoral power in London’s Hackney and Lewisham from Labour; and Plaid Cymru routed Labour in Wales’ Senedd. This looked like more than the familiar midterm backlash, whatever the party in power. Clearly Sir Keir was on the ballot paper – and was roundly rejected by the voters. The question is whether the prime minister is listening to the electorate – or hearing what suits him. Many voters appear unconvinced that the government represents a meaningful break from the Conservatives. The prime minister said that people had “sent a message that the change that we promised isn’t being delivered in a way they can feel”. Change exists, says Sir Keir, but people don’t perceive it. This message risks patronising voters – or at worst gaslighting them. These elections suggest that disappointment with Sir Keir has already curdled into cynicism. Continue reading...