The RealReal (NASDAQ:REAL) Chief Financial Officer Ajay Gopal outlined the company’s view of the luxury resale market, recent growth trends, and key operational initiatives during a fireside chat, emphasizing supply acquisition, trust-driven demand, and increasing use of AI to improve efficiency and
The RealReal (NASDAQ:REAL) Chief Financial Officer Ajay Gopal outlined the company’s view of the luxury resale market, recent growth trends, and key operational initiatives during a fireside chat, emphasizing supply acquisition, trust-driven demand, and increasing use of AI to improve efficiency and
Kuaishou Technology said the rapid scaling up of its generative artificial intelligence tools drove revenue growth. Fourth-quarter revenue for the Beijing-based internet company climbed 12% to to 39.6 billion yuan ($5.7 billion), according to a Wednesday filing , meeting analyst estimates. Adjusted net income increased 16% in the quarter, more than analysts expected. Revenue from Kling AI — its te...
Kuaishou Technology said the rapid scaling up of its generative artificial intelligence tools drove revenue growth. Fourth-quarter revenue for the Beijing-based internet company climbed 12% to to 39.6 billion yuan ($5.7 billion), according to a Wednesday filing , meeting analyst estimates. Adjusted net income increased 16% in the quarter, more than analysts expected. Revenue from Kling AI — its text-to-video AI tool — rose to 340 million yuan in the quarter from more than 300 million yuan in the preceding period, as monetization accelerated with stronger adoption among professional creators and enterprise clients globally. The company increased its research and development spending by 19% last year, primarily from increased investments in AI and higher employee expenses.
mohd izzuan Braze ( BRZE ) stock price surged about 23% to $22.23 on Wednesday during pre-market trade after the cloud-based software company saw an ~28% surge in its Q4 topline to $205.2M, beating analyst expectations of about $198M. The demand indicators strengthened significantly, with bookings rising more than 50% Y/Y, pointing to a robust pipeline and future revenue conversion. Its t railing ...
mohd izzuan Braze ( BRZE ) stock price surged about 23% to $22.23 on Wednesday during pre-market trade after the cloud-based software company saw an ~28% surge in its Q4 topline to $205.2M, beating analyst expectations of about $198M. The demand indicators strengthened significantly, with bookings rising more than 50% Y/Y, pointing to a robust pipeline and future revenue conversion. Its t railing twelve-month dollar-based net retention increased to 109% in Q4. The rally was further supported by bullish forward guidance, as the company saw fiscal year 2027 Q1 revenue between $204.5M and $205.5M, above the consensus of $197.69M . For FY, the company expects revenue between $884M and $889M, above the consensus of $860.55M. While Braze reported adjusted EPS of $0.10, missing estimates of $0.14 , the market largely dismissed the shortfall as investment-driven, prioritizing accelerating revenue growth, strong bookings, and improving long-term visibility. For FY, the company expects EPS between $0.61 and $0.65 vs. a consensus of $0.63. CFO Isabelle Winkels said the quarter was driven by “a combination of existing customer contract expansions, renewals, and new business.” Its subscription revenue jumped 26% in the latest quarter over last year. The company also announced a $100M share buyback program, signaling management confidence and providing a technical tailwind for the stock. Investor sentiment was further supported by AI-driven product momentum, as management highlighted strong adoption of new offerings such as its AI-powered decisioning tools. The stock bags a Wall Street rating of Strong Buy, with a 4.71 score, but Seeking Alpha quant rating of Sell with the lowest factor grades given to momentum. More on Braze Braze, Inc. 2026 Q4 - Results - Earnings Call Presentation Braze, Inc. (BRZE) Q4 2026 Earnings Call Transcript Braze Lacks Operating Progress As GenAI Hollowing Out Threatens (Downgrade) Braze Non-GAAP EPS of $0.10 misses by $0.04, revenue of $205.2M beats b...
Germany ’s business outlook soured as higher energy prices due to the Iran war threaten to derail its nascent economic revival. An expectations index by the Ifo institute dropped to 86 from a revised 90.2 — the lowest in more than a year. That was in line with the expectations of analysts in a Bloomberg survey. A gauge measuring current conditions unexpectedly held steady. “The war in Iran has put...
Germany ’s business outlook soured as higher energy prices due to the Iran war threaten to derail its nascent economic revival. An expectations index by the Ifo institute dropped to 86 from a revised 90.2 — the lowest in more than a year. That was in line with the expectations of analysts in a Bloomberg survey. A gauge measuring current conditions unexpectedly held steady. “The war in Iran has put any hope of a recovery on ice for the time being,” Ifo President Clemens Fuest said Wednesday in a statement. “Uncertainty among companies has increased noticeably.” Germany’s most closely watched sentiment gauge is signaling that Europe’s largest economy — which only just managed to snap two years of contraction in 2025 — is headed for another rough patch. While a splurge on infrastructure and defense was meant to perk up output and encourage spending, events in the Middle East are making that outcome less likely by the day. The chemicals industry, for one, has warned of shockwaves from the conflict as supply squeezes and costlier energy prompt firms to restrain output. Consumption is also set to suffer as inflation broadens from petrol stations to everyday products. Bundesbank President Joachim Nagel has called on Germany’s government to do everything in its power “to seize the opportunities for economic growth that are within our control,” urging reforms and forward-looking investments. But higher interest rates could be coming in response to the Iran war. Nagel has indicated that a hike could arrive as soon as April’s policy meeting, with President Christine Lagarde saying Wednesday that the ECB won’t be “ paralyzed by hesitation .” Economists surveyed by Bloomberg predict Germany’s economy will expand of just 1% this year — an outlook that’s probably now subject to severe downside risks. “We could be sliding into a dramatic situation that threatens this economic upswing we’ve just begun to see,” Vice Chancellor Lars Klingbeil said Sunday. Investors have already sounde...
Markets in Asia and Europe move higher, while crude hovers at about $100 a barrel amid cautious optimism Business live – latest updates The price of oil has dipped and Asian stock markets moved higher after reports that Donald Trump has sent a 15-point framework for peace to Iran, amid hopes of a ceasefire in the Middle East. Oil prices had fallen by 4% in the early hours of Wednesday, with brent ...
Markets in Asia and Europe move higher, while crude hovers at about $100 a barrel amid cautious optimism Business live – latest updates The price of oil has dipped and Asian stock markets moved higher after reports that Donald Trump has sent a 15-point framework for peace to Iran, amid hopes of a ceasefire in the Middle East. Oil prices had fallen by 4% in the early hours of Wednesday, with brent crude futures sinking below $100 a barrel and even moving as low as $97.57 as trading was influenced by the prospect of an end to the conflict easing the squeeze on oil supply. Continue reading...
The market landscape is increasingly controlled by large firms that expand their reach by acquiring smaller competitors - a trend that the Trump administration’s looser regulatory policies will likely intensify. But a handful of under-the-radar players will persist by leaning into their niches.
The market landscape is increasingly controlled by large firms that expand their reach by acquiring smaller competitors - a trend that the Trump administration’s looser regulatory policies will likely intensify. But a handful of under-the-radar players will persist by leaning into their niches.