Check Point Software Technologies press release ( CHKP ): Q4 Non-GAAP EPS of $3.40 beats by $0.63 . Revenue of $745M (+5.8% Y/Y) misses by $1.42M . Calculated Billings* reached $1,039 million, an 8 percent increase year over year Remaining Performance Obligation (RPO)**: $2,728 million, an 8 percent increase year over year Security Subscription Revenues: $325 million, an 11 percent increase year o...
Check Point Software Technologies press release ( CHKP ): Q4 Non-GAAP EPS of $3.40 beats by $0.63 . Revenue of $745M (+5.8% Y/Y) misses by $1.42M . Calculated Billings* reached $1,039 million, an 8 percent increase year over year Remaining Performance Obligation (RPO)**: $2,728 million, an 8 percent increase year over year Security Subscription Revenues: $325 million, an 11 percent increase year over year More on Check Point Software Technologies Check Point Software: Poised To Continue Lackluster Growth Check Point Software Technologies Ltd. (CHKP) Presents at 53rd Annual Nasdaq Investor Conference Transcript Check Point Software Technologies Q4 2025 Earnings Preview China tells local companies to stop using US, Israeli cybersecurity software: report Seeking Alpha’s Quant Rating on Check Point Software Technologies
Shares in Verisure Plc dropped the most on record after earnings from the Swedish alarm group failed to reassure investors who had been selling the stock on fears around artificial intelligence-related disruption. The stock tumbled more than 17% at 10:57 a.m. in Stockholm, the most since its October initial public offering. The shares fell as low as €10.35 ($12.30), a level that continues to pull ...
Shares in Verisure Plc dropped the most on record after earnings from the Swedish alarm group failed to reassure investors who had been selling the stock on fears around artificial intelligence-related disruption. The stock tumbled more than 17% at 10:57 a.m. in Stockholm, the most since its October initial public offering. The shares fell as low as €10.35 ($12.30), a level that continues to pull away from the €13.25 IPO price. Verisure’s listing accounted for more than half of the $7.23 billion raised from IPOs on the Stockholm exchange in 2025, making it one of the most high profile capital markets events in Europe. Chief Executive Officer Austin Lally told Bloomberg TV on Thursday that he was “disappointed” with the recent performance of the share price but expects the stock market to change course as the security company maintains its growth. “It’s important as a CEO that I don’t chase the ticker, I have to focus on delivery,” Lally said in an interview . The share price move comes in the wake of fourth-quarter results in which adjusted earnings before interest, taxes, depreciation and amortization totaled €420.6 million, falling short of the €431.3 million average estimate compiled by Bloomberg. The company said it remained on track to deliver mid-term guidance of 10% growth in annual recurring revenue as well as expansion of its adjusted Ebit margin to 30% over the long term. The 12-month average analyst target price for the stock is €19.27, offering more than 80% upside to current levels. “I don’t believe it’s logical for Verisure to be caught in the selloff affecting technology stocks,” Bloomberg Intelligence analyst Stephane Kovatchev said before the earnings report. Read More: Verisure’s AI Selloff Didn’t Make Sense, Analysts Say: ECM Watch
tsingha25/iStock via Getty Images The following segment was excerpted from the Oakmark Global All Cap Strategy Q4 2025 Commentary. Portfolio Performance The portfolio's return was 4.99% (net) for the reporting period. This compares to the MSCI World Index that returned 3.12% for the same period. Performance highlights Contributors DSV ( DSDVF ) IQVIA Holdings ( IQV ) Samsung Electronics Pfd ( SSNL...
tsingha25/iStock via Getty Images The following segment was excerpted from the Oakmark Global All Cap Strategy Q4 2025 Commentary. Portfolio Performance The portfolio's return was 4.99% (net) for the reporting period. This compares to the MSCI World Index that returned 3.12% for the same period. Performance highlights Contributors DSV ( DSDVF ) IQVIA Holdings ( IQV ) Samsung Electronics Pfd ( SSNLF ) Detractors Alibaba Group ( BABA ) CNH Industrial ( CNH ) Dassault Systemes ( DASTY ) Top contributors: DSV was a contributor during the quarter. The Denmark-headquartered air freight and logistics company's stock price rose as it delivered what we view as solid third-quarter results. DSV is accelerating the timeline for the realization of synergies from its DB Schenker acquisition, which management attributed to having more detailed plans and reducing uncertainties around the integration. We continue to think freight forwarding is a high-growth, return-generative business that benefits from an asset-lite model. In our view, DSV has the industry's best management team, which has the company well-positioned for future growth and to expand its already industry-leading profitability. IQVIA Holdings was a contributor during the quarter. The U.S.-headquartered provider of analytics, solutions, and clinical research services saw its stock price appreciate as it delivered inline third-quarter earnings that were supplemented by what we view as optimistic commentary about the macroeconomic backdrop. Customer demand appears to be improving, and we believe IQVIA is well-positioned to sustain this momentum in the next year. Samsung Electronics was a contributor during the quarter. The South Korea-headquartered tech company's stock price rose as earnings staged a sharp recovery due to strength in its core semiconductor business. We recently met with the company in Korea and were reassured by its confidence in its High Bandwidth Memory product lineup, which has continued to improve un...
Birkenstock Holding Plc saw robust holiday demand for its clogs, boots and high-end shearling-lined footwear as the German sandal maker continues a push to become a footwear brand for all seasons. The closed-toe offerings helped push Birkenstock’s revenue up 18% on a constant-currency basis to €402 million ($477 million) in the three months through Dec. 31, the company said Thursday, confirming pr...
Birkenstock Holding Plc saw robust holiday demand for its clogs, boots and high-end shearling-lined footwear as the German sandal maker continues a push to become a footwear brand for all seasons. The closed-toe offerings helped push Birkenstock’s revenue up 18% on a constant-currency basis to €402 million ($477 million) in the three months through Dec. 31, the company said Thursday, confirming preliminary figures released last month. Chief Executive Officer Oliver Reichert is trying to convince investors that his steady approach to growth will keep Birkenstock hot with consumers for years to come. His strategy relies on Birkenstock manufacturing its own products in Germany and maintaining tight control over where it’s selling its various sandal and closed-toe shoe offerings. Nonetheless, Birkenstock continues to struggle to win investors to its approach. The stock is down 29% in the past year and continues to trade below its 2023 initial public offering price of $46, despite strong growth and profitability. Investors have soured on the footwear world amid concerns of inflationary pressure as President Donald Trump ’s policies increase trade friction and raise anxieties over growth. The weaker US dollar and new tariffs dragged down Birkenstock’s adjusted gross profit margin to 57.4% in the quarter, from 60.3% a year earlier. Demand, however, remained strong across the globe, with constant-currency sales growing 14% in the Americas, helped by momentum from youth-focused retailers and sports stores. The figure was 17% in the EMEA region and 37% in Asia-Pacific, it said. Birkenstock’s business-to-business division grew 24% in constant currency terms, while its direct-to-consumer sales channel rose 12%, it said. The company invested about €38 million in capital expenditures during the recent quarter, with about half of that paying for the acquisition of a new production site in eastern Germany, it said. Birkenstock hopes to generate €1 billion in incremental revenue ove...
India’s textile exports to the US will receive the same benefits Washington has extended to Bangladesh, Commerce and Industry Minister Piyush Goyal said on Thursday. The trade deal between New Delhi and the White House will include a clause on duty benefits if cotton yarn is imported from the US, Goyal told reporters in New Delhi. Neither the joint statement nor the White House factsheet on the In...
India’s textile exports to the US will receive the same benefits Washington has extended to Bangladesh, Commerce and Industry Minister Piyush Goyal said on Thursday. The trade deal between New Delhi and the White House will include a clause on duty benefits if cotton yarn is imported from the US, Goyal told reporters in New Delhi. Neither the joint statement nor the White House factsheet on the India-US deal explicitly mentioned the clause. The remarks follow a US decision to reduce reciprocal tariffs on Bangladeshi goods to 19% and to introduce a provision granting full exemptions for certain textile products that use US-produced cotton or man-made fiber. Bangladesh has a much larger garment export industry than India, and the move had sparked anxiety among Indian textile exporters. The minister’s comments offer more insight into the recently announced India-US interim trade deal, key details of which have so far remained sparse. President Donald Trump announced the trade deal last week, agreeing to cut reciprocal tariffs on Indian goods to 18% from 25%. He also scrapped a 25% punitive duty imposed on India for buying Russian oil. Indian farmers, however, are concerned that New Delhi may have made too many concessions in the agricultural sector to secure lower tariffs. Thousands of farmers across the country gathered on Thursday for large-scale protests against the long-awaited trade deal. The government has sought to dampen concerns . Goyal has repeatedly said that sensitive agricultural products, including dairy and poultry, were excluded from negotiations, and added India had made no concessions on imports of key genetically modified crops, which remain politically sensitive for New Delhi. About 90%-95% of India’s farm produce is out of the deal with US, Goyal said on Thursday, adding that the government has safeguarded fruits, vegetables, ethanol, tobacco, several pulses and millets.
Himax Technologies press release ( HIMX ): Q4 GAAP EPADS of $0.04 in-line. Revenue of $203.08M (-14.4% Y/Y) beats by $3.92M . Q4 GM reached 30.4%, in line with guidance of flat to slightly up from 30.2% in the previous quarter. Himax Q1 2026 revenues to decline 2.0% to 6.0% QoQ vs. $192.80M consensus . GM to be flat to slightly down. Profit per diluted ADS to be in the range of 2.0 cents to 4.0 ce...
Himax Technologies press release ( HIMX ): Q4 GAAP EPADS of $0.04 in-line. Revenue of $203.08M (-14.4% Y/Y) beats by $3.92M . Q4 GM reached 30.4%, in line with guidance of flat to slightly up from 30.2% in the previous quarter. Himax Q1 2026 revenues to decline 2.0% to 6.0% QoQ vs. $192.80M consensus . GM to be flat to slightly down. Profit per diluted ADS to be in the range of 2.0 cents to 4.0 cents vs. $0.05 consensus. More on Himax Technologies Himax Technologies: The Automotive Segment Is Still A Drag (Rating Downgrade) Himax Technologies: Hold Until Profitability Stabilizes And Emerging Technologies Contribute Materially Himax: A Relatively Fine Balance Of Tailwinds And Headwinds Support A Neutral Stance Himax Technologies Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Himax Technologies
In 2025, China’s trade surplus from digital services jumped to a record high of $33 billion, according to data from the State Administration of Foreign Exchange.
In 2025, China’s trade surplus from digital services jumped to a record high of $33 billion, according to data from the State Administration of Foreign Exchange.
Former race car driver Hurley Haywood is offloading his sprawling Florida mansion for $5.2 million, more than a decade after he retired to the Sunshine State property.
Former race car driver Hurley Haywood is offloading his sprawling Florida mansion for $5.2 million, more than a decade after he retired to the Sunshine State property.