Adyen press release ( ADYEY ): Q1 Revenue of €620.8M, up 16% year-over-year (“YoY”), or 20% on a constant currency basis. Processed volume was €382.0 billion, up 21% YoY. Digital net revenue reached €349.6 million, up 9% YoY, or 13% on a constant currency basis. Unified Commerce net revenue reached €196.2 million, up 24% YoY, or 28% on a constant currency basis. Platforms net revenue reached €75.0...
Adyen press release ( ADYEY ): Q1 Revenue of €620.8M, up 16% year-over-year (“YoY”), or 20% on a constant currency basis. Processed volume was €382.0 billion, up 21% YoY. Digital net revenue reached €349.6 million, up 9% YoY, or 13% on a constant currency basis. Unified Commerce net revenue reached €196.2 million, up 24% YoY, or 28% on a constant currency basis. Platforms net revenue reached €75.0 million, up 35% YoY, or 40% on a constant currency basis. Financial objectives: Net revenue growth: "We expect 2026 net revenue growth of 20 to 22% YoY on a constant currency basis." EBITDA margin: "We expect to increase EBITDA margin levels to above 55% by 2028; we expect 2026 EBITDA margin to remain broadly in line with 2025." Capital expenditure: "We expect to maintain a sustainable capital expenditure level of up to 5% of our net revenue."
(RTTNews) - Bayer AG (BYR.L, BAYRY.PK, BAYZF.PK, BAY.MI, BAYN.DE), a German healthcare and agriculture conglomerate, on Wednesday, announced that it has agreed to acquire Perfuse Therapeutics Inc. for up to $2.45 billion to expand its ophthalmology pipeline.
(RTTNews) - Bayer AG (BYR.L, BAYRY.PK, BAYZF.PK, BAY.MI, BAYN.DE), a German healthcare and agriculture conglomerate, on Wednesday, announced that it has agreed to acquire Perfuse Therapeutics Inc. for up to $2.45 billion to expand its ophthalmology pipeline.
BlackBerry's successful software pivot is validated by strong earnings, a dominant position in automotive tech, and expansion into high-growth AI markets.
BlackBerry's successful software pivot is validated by strong earnings, a dominant position in automotive tech, and expansion into high-growth AI markets.
(RTTNews) - Stock markets in Europe are expected to open on an emphatically positive note on Wednesday. Optimism over a potential U.S.-Iran peace deal signaled by President Donald Trump, that has lifted market sentiment globally is expected to be reflected in the European markets
(RTTNews) - Stock markets in Europe are expected to open on an emphatically positive note on Wednesday. Optimism over a potential U.S.-Iran peace deal signaled by President Donald Trump, that has lifted market sentiment globally is expected to be reflected in the European markets
Earnings Call Insights: Astera Labs (ALAB) Q1 2026 Management View "Astera Labs delivered strong results in Q1 with revenue and non-GAAP EPS above our outlook." (CEO Jitendra Mohan) "Revenue for the quarter was $308 million, up 14% from the prior quarter and up 93% versus Q1 of last year." (CEO Mohan) "Our PCIe 6 business across both AI fabric and signal conditioning was strong in Q1 with revenue ...
Earnings Call Insights: Astera Labs (ALAB) Q1 2026 Management View "Astera Labs delivered strong results in Q1 with revenue and non-GAAP EPS above our outlook." (CEO Jitendra Mohan) "Revenue for the quarter was $308 million, up 14% from the prior quarter and up 93% versus Q1 of last year." (CEO Mohan) "Our PCIe 6 business across both AI fabric and signal conditioning was strong in Q1 with revenue expanding to more than 1/3 of our total revenue" and "we have now shipped millions of PCIe Gen 6 ports to date." (CEO Mohan) "Today, we announced the expansion of our Scorpio product line of AI fabric switches for both scale-up and scale-out use cases" and "we are now shipping initial volumes of our new 320 lane Scorpio X with production volumes ramping in the second half of 2026." (CEO Mohan) "Our acquisition of aiXscale Photonics has created immediate design opportunities, and our Israel design center is fully integrated and working with customers on new programs." (CEO Mohan) "Revenue in the first quarter of 2026 was $308.4 million" and "non-GAAP diluted earnings per share for the quarter was $0.61." (CFO Desmond Lynch) "During the quarter, Scorpio X-Series products began shipping in initial production volumes." (CFO Lynch) Outlook "We expect revenue to be between $355 million and $365 million" and "we are expecting non-GAAP fully diluted earnings per share to be between $0.68 and $0.70." (CFO Desmond Lynch) "We expect second quarter non-GAAP gross margin to be approximately 73%. This outlook includes an estimated 200 basis point noncash impact related to a recently executed warrant agreement with one of our customers." (CFO Lynch) Compared with last quarter’s Q1 outlook of "revenues... $286 million and $297 million" and "non-GAAP fully diluted earnings per share... approximately $0.53 to $0.54." (Former CFO Michael Tate, prior transcript) Financial Results "Non-GAAP gross margin for the first quarter was 76.4%" and "non-GAAP operating margin for the first quarter was 36...
Earnings Call Insights: Jazz Pharmaceuticals (JAZZ) Q1 2026 Management View Renée Galá (President, CEO & Director) described “our highest ever first quarter total revenues of $1.1 billion,” and said performance was “driven by the outstanding performance of Xywav, Epidiolex, Modeyso, and Zepzelca.” Renée Galá (President, CEO & Director) highlighted the regulatory setup for zanidatamab in gastric/GE...
Earnings Call Insights: Jazz Pharmaceuticals (JAZZ) Q1 2026 Management View Renée Galá (President, CEO & Director) described “our highest ever first quarter total revenues of $1.1 billion,” and said performance was “driven by the outstanding performance of Xywav, Epidiolex, Modeyso, and Zepzelca.” Renée Galá (President, CEO & Director) highlighted the regulatory setup for zanidatamab in gastric/GEA: “The FDA recently accepted our sBLA for Ziihera under real-time oncology review and granted priority review with a PDUFA date of August 25, 2026,” adding, “We are ready to launch Ziihera in GEA as soon as we receive FDA approval.” Samantha Pearce (Executive VP & Chief Commercial Officer) reported Xywav “net product sales increased 18% to $408 million,” with “approximately 425 net patient adds,” and “approximately 16,600 active patients taking Xywav.” Samantha Pearce (Executive VP & Chief Commercial Officer) said Zepzelca “net product sales increased 60% to $101 million,” driven by “strong uptake in the frontline maintenance setting following FDA approval of Zepzelca in combination with Tecentriq.” Philip Johnson (Executive VP & CFO) said “record first quarter revenue of $1.07 billion” supported “very robust non-GAAP adjusted EPS of $6.34,” and noted guidance was unchanged: “we are reaffirming our full year 2026 revenue and expense guidance, including total revenue guidance of $4.25 billion to $4.5 billion.” Outlook Philip Johnson (Executive VP & CFO) reaffirmed full-year 2026 total revenue guidance of $4.25 billion to $4.5 billion, while cautioning: “we assume competitive dynamics in our sleep business will increase in the second half of the year.” Philip Johnson (Executive VP & CFO) added the company expects “a decline in Xyrem and high sodium authorized generic revenues as generic high sodium oxybates build their volumes over the course of 2026,” and reiterated (as previously discussed by management) “we expect a decline in second-line use of Zepzelca.” Samantha Pearce...
Suphanat Khumsap/iStock via Getty Images President Donald Trump said he will pause the U.S. military operation to help stranded ships exit the Strait of Hormuz, dubbed "Project Freedom," for a short period to see if a deal can be reached with Iran. "While the Blockade will remain in full force and effect, Project Freedom (The Movement of Ships through the Strait of Hormuz) will be paused for a sho...
Suphanat Khumsap/iStock via Getty Images President Donald Trump said he will pause the U.S. military operation to help stranded ships exit the Strait of Hormuz, dubbed "Project Freedom," for a short period to see if a deal can be reached with Iran. "While the Blockade will remain in full force and effect, Project Freedom (The Movement of Ships through the Strait of Hormuz) will be paused for a short period of time to see whether or not the Agreement can be finalized and signed," Trump posted on Truth Social Tuesday evening. He added that the decision was "based on the request of Pakistan and other Countries, the tremendous Military Success that we have had during the Campaign against the Country of Iran and, additionally, the fact that Great Progress has been made toward a Complete and Final Agreement with Representatives of Iran." Project Freedom started on Monday and aimed to "free up people, companies, and Countries that have done absolutely nothing wrong," Trump said when announcing the operation. The pause on the effort comes following Iranian strikes on the UAE on Tuesday, although U.S. officials insisted that the ceasefire was holding despite the recent escalation. More on oil market Commodities: Trump's 'Project Freedom' Pause Weighs On Oil Prices SPX Realized Skew Inverts As Traders Focus On Right Tail Oil Spikes Rhyme Through Time Oil slips as cease-fire holds, but Hormuz risks keep markets tense Ken Griffin warns prolonged Hormuz closure will spark global recession