Earnings Call Insights: Melco Resorts & Entertainment Limited (MLCO) Q4 2025 Management View Yau Ho, Founder, Chairman & CEO, stated that "2025 was a year of growth and recovery, supported by disciplined cost management and margin expansion." He highlighted group property EBITDA reaching $1.4 billion for the full year of 2025, reflecting a 17% increase compared to 2024. In Macau, Ho emphasized a "...
Earnings Call Insights: Melco Resorts & Entertainment Limited (MLCO) Q4 2025 Management View Yau Ho, Founder, Chairman & CEO, stated that "2025 was a year of growth and recovery, supported by disciplined cost management and margin expansion." He highlighted group property EBITDA reaching $1.4 billion for the full year of 2025, reflecting a 17% increase compared to 2024. In Macau, Ho emphasized a "successful strategic focus" on enhancing customer experience, noting fourth quarter Macau property EBITDA grew 24% year-over-year and full year Macau property EBITDA increased 25%. Ho reported a "strong start to 2026" with Macau market GGR up 24% year-over-year and increasing market share in the first quarter of 2026, as well as a strong Chinese New Year with higher-yielding cash ADRs. The company plans to open the renovated Countdown hotel in the third quarter of 2026 and has started revamping the retail area and upgrading F&B offerings at COD. In the Philippines, Ho described ongoing competitive pressures and industry challenges, but pointed to positive indicators such as visa-free travel for Chinese nationals and infrastructure upgrades, while confirming the decision not to pursue strategic alternatives for COD Manila after evaluation. For Cyprus, Ho announced City of Dreams Mediterranean and the satellite casinos achieved 78% year-over-year growth in property EBITDA to $21 million in Q4 2025. Ho also noted "promising green shoots" in Sri Lanka with ramping up operations in early 2026. Geoffrey Davis, Executive VP & CFO, stated, "Our group-wide adjusted property EBITDA for the fourth quarter of 2025 grew 12% year-over-year to approximately $331 million. Adjusted for VIP hold, our property EBITDA was approximately $323 million." Davis explained that Macau OpEx increased in Q4 due to events, with Macau OpEx at approximately $3.1 million per day excluding certain events, and noted EBITDA was impacted by "additional bad debt provisions" related to a settlement with a former ...
Earnings Call Insights: Materion Corporation (MTRN) Q4 2025 Management View CEO Jugal Vijayvargiya opened the call by addressing a significant quality event impacting Materion's largest customer, stating that "our large precision clad strip customer alerted us to a performance issue with our material during their production process." He emphasized that both affected facilities were temporarily idl...
Earnings Call Insights: Materion Corporation (MTRN) Q4 2025 Management View CEO Jugal Vijayvargiya opened the call by addressing a significant quality event impacting Materion's largest customer, stating that "our large precision clad strip customer alerted us to a performance issue with our material during their production process." He emphasized that both affected facilities were temporarily idled, underwent comprehensive evaluation and process modification, and came back online toward the end of the quarter. Vijayvargiya assured, "We are determined to deliver quality product to our customer and not impact 2026 planned volumes." Vijayvargiya highlighted strong performance in Electronic Materials and Precision Optics, noting 7% year-on-year organic growth in Q4, excluding precision clad strip. He reported Electronic Materials experienced a 20% increase in VA and a 50% rise in EBITDA, crediting the semiconductor market and AI-driven demand. Precision Optics delivered a 26% sales increase and reached nearly 16% EBITDA margin. The CEO discussed several strategic milestones, including the acquisition of Konasol’s semiconductor manufacturing facility in Korea and a multiyear supply agreement with Commonwealth Fusion Systems in the energy market. He also noted surpassing $100 million in defense sales for the second consecutive year, with a $65 million investment secured from a major U.S. defense prime to expand beryllium capacity. Vijayvargiya projected, "we expect to deliver approximately 15% earnings growth on a strong top line sales growth" for 2026, with continued progress toward a 23% midterm EBITDA margin target. CFO Shelly Chadwick stated, "value-added sales, which exclude the impact of pass-through precious metal costs, were $253.9 million, up 7% organically from the prior year, excluding precision clad strip." She reported quarterly adjusted earnings of $1.53 per share, up 9% sequentially. Chadwick added, "Adjusted EBITDA was $57 million or 22.5% of value-added ...
Federal REIT press release ( FRT ): Q4 FFO of $1.84 misses by $0.01 . Revenue of $336.05M (+10.6% Y/Y) beats by $7.03M . The company's initial 2026 guidance is based on the following assumptions: 2026 Guidance 2 Net income available for common shareholders per diluted share $3.90 - $4.00 Nareit FFO per diluted share $7.42 – $7.52 Core FFO per diluted share $7.42 – $7.52 Comparable properties growt...
Federal REIT press release ( FRT ): Q4 FFO of $1.84 misses by $0.01 . Revenue of $336.05M (+10.6% Y/Y) beats by $7.03M . The company's initial 2026 guidance is based on the following assumptions: 2026 Guidance 2 Net income available for common shareholders per diluted share $3.90 - $4.00 Nareit FFO per diluted share $7.42 – $7.52 Core FFO per diluted share $7.42 – $7.52 Comparable properties growth 3.0% - 3.5% Lease termination fees $7 - $8 million Incremental redevelopment / expansion POI 3 $13 - $15 million General and administrative expenses $47 - $49 million Development / redevelopment capital $175 - $225 million Capitalized interest $11 - $12 million Click to enlarge
Pacific Biosciences of California press release ( PACB ): Q4 Non-GAAP EPS of -$0.12 beats by $0.01 . Revenue of $44.6M (+13.8% Y/Y) beats by $1.81M . More on Pacific Biosciences of California PacBio: The Consumables Flywheel Is Turning. The Chart Wants Confirmation Pacific Biosciences of California, Inc. (PACB) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Pacific Bioscienc...
Pacific Biosciences of California press release ( PACB ): Q4 Non-GAAP EPS of -$0.12 beats by $0.01 . Revenue of $44.6M (+13.8% Y/Y) beats by $1.81M . More on Pacific Biosciences of California PacBio: The Consumables Flywheel Is Turning. The Chart Wants Confirmation Pacific Biosciences of California, Inc. (PACB) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Pacific Biosciences of California, Inc. (PACB) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Pacific Biosciences of California Q4 2025 Earnings Preview Pacific Biosciences to collaborate with foundations on rare genetic disease therapies
Earnings Call Insights: Alnylam Pharmaceuticals, Inc. (ALNY) Q4 2025 Management View CEO Yvonne Greenstreet stated that 2025 was "a transformational year for Alnylam," highlighting the approval of AMVUTTRA for ATTR cardiomyopathy and "nearly $3 billion in combined net product revenues, which was 81% growth compared to 2024." Greenstreet announced that "we have achieved GAAP profitability for the 2...
Earnings Call Insights: Alnylam Pharmaceuticals, Inc. (ALNY) Q4 2025 Management View CEO Yvonne Greenstreet stated that 2025 was "a transformational year for Alnylam," highlighting the approval of AMVUTTRA for ATTR cardiomyopathy and "nearly $3 billion in combined net product revenues, which was 81% growth compared to 2024." Greenstreet announced that "we have achieved GAAP profitability for the 2025 full year and expect to sustain profitability going forward." She introduced the new Alnylam 2030 goals, centered on three pillars: achieving global TTR leadership, growing through sustainable innovation, and scaling with discipline for sustained profitable growth. Greenstreet outlined plans to "aspire to lead this market in revenue by 2030," and to launch nucresiran in 2028 for polyneuropathy and 2030 for cardiomyopathy. The company aims to "achieve over 25% revenue CAGR through the end of 2030 and to deliver a non-GAAP operating margin of approximately 30% across the period." CFO Jeffrey Poulton reported, "Total global net product revenues for 2025 were nearly $3 billion or 81% growth versus 2024, driven by a more than doubling of revenue in our TTR franchise." He noted the company "achieved profitability on both a GAAP and non-GAAP net income basis, both in the fourth quarter and for the full year 2025," and ended the year with $2.9 billion in cash, cash equivalents, and marketable securities. Poulton provided 2026 guidance, stating, "We anticipate combined net product sales for our 4 commercial products will be within a range of $4.9 billion to $5.3 billion." Outlook The company reiterated 2026 net product revenue guidance of $4.9 billion to $5.3 billion, reflecting "combined full year growth compared to 2025 of 71% at the midpoint of the guidance range." Rare disease franchise guidance is $500 million to $600 million, and TTR franchise guidance is $4.4 billion to $4.7 billion. Poulton explained, "The 2026 TTR product sales guidance is underpinned by 3 key assumptio...
Earnings Call Insights: First American Financial Corporation (FAF) Q4 2025 Management View CEO Mark Seaton highlighted a "strong" fourth quarter, reporting adjusted EPS of $1.99, a 47% increase from the prior year. Seaton noted, "a strong commercial market contrasted with a sluggish residential market." Commercial revenue grew 35%, with improvement in 9 of 11 asset classes tracked by the company. ...
Earnings Call Insights: First American Financial Corporation (FAF) Q4 2025 Management View CEO Mark Seaton highlighted a "strong" fourth quarter, reporting adjusted EPS of $1.99, a 47% increase from the prior year. Seaton noted, "a strong commercial market contrasted with a sluggish residential market." Commercial revenue grew 35%, with improvement in 9 of 11 asset classes tracked by the company. Seaton emphasized, "Commercial ARPO increased by 22%, while closed orders increased by 10%." The company launched Endpoint, closing the industry's first AI-powered escrow, and initiated a national rollout plan over the next two years. Seaton stated, "We have opened 153 orders and closed 47 on the Endpoint platform. While the volumes are immaterial today, the learnings are highly consequential." On technology, Seaton announced the launch of the enhanced AI-powered Sequoia title production engine, achieving "40% automation rates of the search and examination functions" in select markets, with rollout to expand through 2027. A new owners portal and 1031 exchange product at First American Trust were introduced. Seaton said, "We ended the year with $94 million in 1031 deposits and have quickly grown to over $300 million today. We expect to be closer to $1 billion by year-end." CFO Matthew Wajner stated, "This quarter, we generated GAAP earnings of $2.05 per diluted share. Our adjusted earnings...were $1.99 per diluted share." Wajner detailed onetime benefits totaling $28 million and highlighted commercial revenue of $339 million, a 35% increase over the prior year. Outlook Seaton projected "growth across each of our major revenue drivers, commercial, purchase and refinance" for 2026. He said, "On the commercial side, we expect a record revenue year, exceeding our prior peak in 2022. While uncertainty remains, our pipeline is strong." Open purchase orders were down 7% in Q4, but Seaton expressed expectation of "improvement in 2026 as the rate lock-in effect...fades and slow house...
Dado Ruvic | Reuters Pinterest shares dropped 19% in after-hours on Thursday after the social media company reported fourth-quarter earnings in which the company revealed an earnings per share miss while also providing weak guidance. Here's how the company did, compared to analysts' consensus estimates from LSEG: Earnings per share : 67 cents adjusted vs. 69 cents expected Revenue : $1.32 billion ...
Dado Ruvic | Reuters Pinterest shares dropped 19% in after-hours on Thursday after the social media company reported fourth-quarter earnings in which the company revealed an earnings per share miss while also providing weak guidance. Here's how the company did, compared to analysts' consensus estimates from LSEG: Earnings per share : 67 cents adjusted vs. 69 cents expected Revenue : $1.32 billion vs. $1.33 billion expected Pinterest said it expects first-quarter sales to come in between $951 million to $971 million, trailing analyst estimates of $980 million. This is the second quarter in a row in which Pinterest shed a fifth of its value after delivering Wall Street disappointing results. The company's fourth-quarter sales rose 14% year-to-year. Net income for the fourth quarter came in at $277 million, down 85% from a year prior, when net income was $1.85 billion and included a deferred tax benefit . Fourth quarter sales in the U.S. and Canada region came in at $979 million, which was ahead of StreetAccount's estimates of $973 million. Pinterest recorded $541.5 million in adjusted earnings before interest, taxes, depreciation and amortization, or EBIDTA. That figure fell short of the $550 million that analysts were projecting. The company said that fourth-quarter global monthly active users jumped 12% year-over-year to 619 million. Wall Street was expecting that figure to be 613 million. "Users are at all-time highs and overall engagement continues to grow," Pinterest CEO Bill Ready said in a statement. "As we navigate a dynamic environment, we're laser-focused on execution and transforming our sales and go-to-market efforts so monetization better reflects the valuable commercial intent we see on Pinterest." Pinterest revealed in January that it would lay off less than 15% of its workforce and reduce its office space in an effort to shift resources to technical teams prioritizing the development of "AI-powered products and capabilities." The company then fired sta...
CALHOUN, Ga., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Mohawk Industries, Inc. (NYSE: MHK) today announced fourth quarter 2025 net earnings of $42 million and earnings per share (“EPS”) of $0.68; adjusted net earnings were $124 million, and adjusted EPS was $2.00. Net sales for the fourth quarter of 2025 were $2.7 billion, up 2.4% as reported and down 3.3% on an adjusted basis versus the prior year. Duri...
CALHOUN, Ga., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Mohawk Industries, Inc. (NYSE: MHK) today announced fourth quarter 2025 net earnings of $42 million and earnings per share (“EPS”) of $0.68; adjusted net earnings were $124 million, and adjusted EPS was $2.00. Net sales for the fourth quarter of 2025 were $2.7 billion, up 2.4% as reported and down 3.3% on an adjusted basis versus the prior year. During the fourth quarter of 2024, the Company reported net sales of $2.6 billion, net earnings of $90 million and earnings per share of $1.43; adjusted net earnings were $123 million, and adjusted EPS was $1.95.
NASHVILLE, Tenn., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Healthcare Realty Trust Incorporated (NYSE:HR) today announced results for the fourth quarter ended December 31, 2025 and introduced full year 2026 guidance.
NASHVILLE, Tenn., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Healthcare Realty Trust Incorporated (NYSE:HR) today announced results for the fourth quarter ended December 31, 2025 and introduced full year 2026 guidance.
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha (Seeking Alpha) Seeking Alpha More on Applied Materials Applied Materials: Attractive Buy Ahead Of The Q1 2026 Report Applied Materials: When Chip Complexity Becomes The Real Alpha Applied Materials: Memory Market Boom, China Fears, And Awaiting FY26 Outlook Applied Materials Non-GAAP EPS of $2.38 beats by $0.17, revenue of $7.0...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha (Seeking Alpha) Seeking Alpha More on Applied Materials Applied Materials: Attractive Buy Ahead Of The Q1 2026 Report Applied Materials: When Chip Complexity Becomes The Real Alpha Applied Materials: Memory Market Boom, China Fears, And Awaiting FY26 Outlook Applied Materials Non-GAAP EPS of $2.38 beats by $0.17, revenue of $7.01B beats by $130M Applied Materials to pay $252.5M to settle U.S. export violations probe
Coinbase press release ( COIN ): Q4 Non-GAAP EPS of $0.66 misses by $0.30 . Revenue of $1.78B (-21.6% Y/Y) misses by $50M . Q4 total revenue was $1.8 billion, down 5% Q/Q. Transaction revenue was $983 million, down 6% Q/Q. Subscription and services revenue was $727 million, down 3% Q/Q. Outlook. In Q1’26, through February 10 2026, we have generated approximately $420 million oftransaction revenue....
Coinbase press release ( COIN ): Q4 Non-GAAP EPS of $0.66 misses by $0.30 . Revenue of $1.78B (-21.6% Y/Y) misses by $50M . Q4 total revenue was $1.8 billion, down 5% Q/Q. Transaction revenue was $983 million, down 6% Q/Q. Subscription and services revenue was $727 million, down 3% Q/Q. Outlook. In Q1’26, through February 10 2026, we have generated approximately $420 million oftransaction revenue. Subscription and Services Revenue $550-$630 million Shares -4% . More on Coinbase Coinbase (COIN) Stock Analysis: Why The Quant System Says "Sell" | 2-Minute Analysis Coinbase Global: Buy This Correction On Long-Term Prospects Coinbase: Ride The Everything Expansion Coinbase Q4 earnings preview: Revenue likely to lag, long-term prospects intact Prediction markets speak: See which stocks are favored to miss earnings this week
Yelp press release ( YELP ): Q4 GAAP EPS of $0.61 beats by $0.07 . Revenue of $359.99M (-0.5% Y/Y) beats by $0.77M . The company expects 2026 Net Revenue will be in the range of $1.455 billion to $1.475 billion as Yelp continues to invest in its AI transformation. The company also expects 2026 Adjusted EBITDA 2 will be in the range of $310 million to $330 million. Shares -9.11% AH. More on Yelp Ye...
Yelp press release ( YELP ): Q4 GAAP EPS of $0.61 beats by $0.07 . Revenue of $359.99M (-0.5% Y/Y) beats by $0.77M . The company expects 2026 Net Revenue will be in the range of $1.455 billion to $1.475 billion as Yelp continues to invest in its AI transformation. The company also expects 2026 Adjusted EBITDA 2 will be in the range of $310 million to $330 million. Shares -9.11% AH. More on Yelp Yelp: A Value Trap As Ad Clicks Fall (Downgrade) Yelp Q4 2025 Earnings Preview Yelp to acquire AI lead management platform Hatch Seeking Alpha’s Quant Rating on Yelp Historical earnings data for Yelp
Artivion press release ( AORT ): Q4 Non-GAAP EPS of $0.17 misses by $0.01 . Revenue of $116M (+19.2% Y/Y) misses by $0.41M . More on Artivion Artivion Continues Building Toward Bigger And Better Things Seeking Alpha’s Quant Rating on Artivion Historical earnings data for Artivion Financial information for Artivion
Artivion press release ( AORT ): Q4 Non-GAAP EPS of $0.17 misses by $0.01 . Revenue of $116M (+19.2% Y/Y) misses by $0.41M . More on Artivion Artivion Continues Building Toward Bigger And Better Things Seeking Alpha’s Quant Rating on Artivion Historical earnings data for Artivion Financial information for Artivion
OKYO Pharma Limited ( OKYO ) announced plans to sell ordinary shares in an underwritten public offering. All shares in the offering will be issued and sold by the company. The company expects to grant the underwriter a 30-day option to purchase up to an additional 15% of the shares sold. Proceeds are expected to be used primarily for clinical development, working capital, and general corporate pur...
OKYO Pharma Limited ( OKYO ) announced plans to sell ordinary shares in an underwritten public offering. All shares in the offering will be issued and sold by the company. The company expects to grant the underwriter a 30-day option to purchase up to an additional 15% of the shares sold. Proceeds are expected to be used primarily for clinical development, working capital, and general corporate purposes. More on OKYO Pharma Seeking Alpha’s Quant Rating on OKYO Pharma Historical earnings data for OKYO Pharma Financial information for OKYO Pharma
Ingersoll-Rand press release ( IR ): Q4 Non-GAAP EPS of $0.96 beats by $0.06 . Revenue of $2.09B (+10.6% Y/Y) beats by $50M . Adjusted EBITDA 1 of $580 million, up 9%, with a margin of 27.7% Operating cash flow of $499 million and free cash flow 1 of $462 million Liquidity of $3.8 billion as of December 31, 2025, including $1.2 billion of cash on hand and undrawn capacity of $2.6 billion under ava...
Ingersoll-Rand press release ( IR ): Q4 Non-GAAP EPS of $0.96 beats by $0.06 . Revenue of $2.09B (+10.6% Y/Y) beats by $50M . Adjusted EBITDA 1 of $580 million, up 9%, with a margin of 27.7% Operating cash flow of $499 million and free cash flow 1 of $462 million Liquidity of $3.8 billion as of December 31, 2025, including $1.2 billion of cash on hand and undrawn capacity of $2.6 billion under available credit facilities Full-Year 2025 Highlights (All comparisons against 2024 and results are as reported unless otherwise noted) Orders of $7,716 million, up 9% Revenues of $7,651 million, up 6% Net income attributable to Ingersoll Rand Inc. of $581 million, $1.45 per share Adjusted net income attributable to Ingersoll Rand Inc. 1 of $1,341 million, $3.34 per share, up 2% Adjusted EBITDA 1 of $2,094 million, up 4%, with a margin of 27.4% Operating cash flow of $1,356 million and free cash flow 1 of $1,220 million Returned $1,050 million of value to shareholders through share repurchases and dividends 2026 Guidance Expect full-year 2026 revenue growth of 2.5% to 4.5% and Adjusted EBITDA 1 of $2,130 to $2,190 million, up 2% to 5% over prior year 2026 Adjusted EPS 1 expected to be in a range of $3.45 to $3.57, up 3% to 7% over prior year More on Ingersoll-Rand Ingersoll Rand Inc. (IR) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Ingersoll Rand Inc. (IR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Ingersoll Rand: Upping Bolt-On M&A Amidst Softer Organic Growth Ingersoll-Rand Q4 2025 Earnings Preview Ingersoll Rand acquires Scinomix to expand life sciences portfolio
Sundry Photography Applied Materials ( AMAT ) shares soared more than 8% in extended trading on Thursday after the semiconductor equipment maker reported fiscal first-quarter results and guidance that topped Wall Street's forecast. For the period ending Jan. 25, Applied Materials said it earned an adjusted $2.38 per share as revenue came in at $7.01B, down 2.1% year-over-year. Semiconductor system...
Sundry Photography Applied Materials ( AMAT ) shares soared more than 8% in extended trading on Thursday after the semiconductor equipment maker reported fiscal first-quarter results and guidance that topped Wall Street's forecast. For the period ending Jan. 25, Applied Materials said it earned an adjusted $2.38 per share as revenue came in at $7.01B, down 2.1% year-over-year. Semiconductor systems revenue was $5.14B, while applied global services revenue was $1.56B and other revenue was $312M. Analysts had expected the company to earn an adjusted $2.21 per share on $6.87B in revenue. “Applied Materials delivered strong results in our fiscal first quarter, fueled by the acceleration of industry investments in AI computing,” said Gary Dickerson, President and CEO. “The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic, high-bandwidth memory and advanced packaging. These are areas where Applied is the process equipment leader, and we expect to grow our semiconductor equipment business over 20 percent this calendar year.” Looking ahead to the fiscal second-quarter, Applied Materials expects revenue to be between $7.15B and $8.15B, well above the $7.01B analysts expected. Adjusted earnings per share are forecast to be between $2.44 and $2.84 per share, also well above the $2.28 analysts anticipated. The company will host a conference call at 4:30 p.m. EST to discuss the results. More on Applied Materials Applied Materials: Attractive Buy Ahead Of The Q1 2026 Report Applied Materials: When Chip Complexity Becomes The Real Alpha Applied Materials: Memory Market Boom, China Fears, And Awaiting FY26 Outlook Applied Materials to pay $252.5M to settle U.S. export violations probe Applied Materials says Samsung Electronics will join new EPIC center in Silicon Valley
In this article RIVN Follow your favorite stocks CREATE FREE ACCOUNT The Rivian R2 is on display during the 2025 Los Angeles Auto Show at the Los Angeles Convention Center on Nov. 23, 2025 in Los Angeles, California. Josh Lefkowitz | Getty Images Rivian Automotive on Thursday beat Wall Street's fourth-quarter expectations and said it's targeting a significant increase in vehicle deliveries this ye...
In this article RIVN Follow your favorite stocks CREATE FREE ACCOUNT The Rivian R2 is on display during the 2025 Los Angeles Auto Show at the Los Angeles Convention Center on Nov. 23, 2025 in Los Angeles, California. Josh Lefkowitz | Getty Images Rivian Automotive on Thursday beat Wall Street's fourth-quarter expectations and said it's targeting a significant increase in vehicle deliveries this year, but the automaker also cautioned that it will continue losing money as it launches its crucial R2 next-generation vehicle. Rivian's 2026 guidance includes increasing vehicle deliveries to between 62,000 and 67,000 units, which would be up by 47% to 59% compared to 2025. The electric vehicle maker also said it expects adjusted losses for 2026 of between $1.8 billion and $2.1 billion and capital expenditures between $1.95 billion and $2.05 billion. That compares with nearly $2.1 billion in losses and $1.7 billion in capital expenditures last year. Here's how the company performed in the fourth quarter compared with average estimates compiled by LSEG: Loss per share: 54 cents adjusted vs. a loss of 68 cents expected Revenue: $1.29 billion vs. $1.26 billion expected Rivian's full-year 2025 revenue, including $1.7 billion during the fourth quarter, was up 8% compared with $4.97 billion in 2024. The company was able to achieve a gross profit, which is closely watched by investors, of $144 million in 2025, including $120 million during the fourth quarter. That was driven by its software and services joint venture with Volkswagen offsetting $432 million in losses for its automotive business. Investors view gross profit as a key indicator of a business's profitability before operating expenses, interest and taxes. watch now VIDEO 15:37 15:37 Why the R2 could be Rivian's key to profitability Autos Rivian's net loss last year was $3.6 billion, an improvement from a loss of $4.75 billion in 2024. That includes an $804 million loss during the fourth quarter, accelerated by a decreas...
Toast press release ( TOST ): Q4 GAAP EPS of $0.16 beats by $0.04 . Revenue of $1.63B (+21.6% Y/Y) beats by $10M . For the first quarter ending March 31, 2026, Toast expects to report: Non-GAAP subscription services and financial technology solutions gross profit in the range of $505 million to $515 million (22-24% growth compared to Q1 2025) Adjusted EBITDA in the range of $160 million to $170 mi...
Toast press release ( TOST ): Q4 GAAP EPS of $0.16 beats by $0.04 . Revenue of $1.63B (+21.6% Y/Y) beats by $10M . For the first quarter ending March 31, 2026, Toast expects to report: Non-GAAP subscription services and financial technology solutions gross profit in the range of $505 million to $515 million (22-24% growth compared to Q1 2025) Adjusted EBITDA in the range of $160 million to $170 million For the full year ending December 31, 2026, Toast expects to report: Non-GAAP subscription services and financial technology solutions gross profit in the range of $2,270 million to $2,300 million (20-22% growth compared to 2025) Adjusted EBITDA in the range of $775 million to $795 million Shares -8.19% AH
Oracle secured an $88 million U.S. Department of the Air Force contract to provide cloud infrastructure and AI database solutions as part of a military cloud modernization effort. Oracle Health launched its Clinical AI Agent, Clinical Note, in the UK, giving more than 300 healthcare organizations access to AI supported clinical documentation. The developments expand Oracle's role in public sector ...
Oracle secured an $88 million U.S. Department of the Air Force contract to provide cloud infrastructure and AI database solutions as part of a military cloud modernization effort. Oracle Health launched its Clinical AI Agent, Clinical Note, in the UK, giving more than 300 healthcare organizations access to AI supported clinical documentation. The developments expand Oracle's role in public sector cloud and healthcare AI, with NYSE:ORCL most recently closing at $157.16. For investors...
Didero, a New York–based software company using AI agents to automate enterprise procurement, today announced a $30 million Series A financing round co-led by Chemistry and Headline, with participation from M12, Microsoft's Venture Fund. The new funding will support product development and go-to-market expansion as manufacturers and distributors deploy Didero to reduce manual work, improve visibil...
Didero, a New York–based software company using AI agents to automate enterprise procurement, today announced a $30 million Series A financing round co-led by Chemistry and Headline, with participation from M12, Microsoft's Venture Fund. The new funding will support product development and go-to-market expansion as manufacturers and distributors deploy Didero to reduce manual work, improve visibility, and operate more resilient global supply chains.
Roku press release ( ROKU ): Q4 GAAP EPS of $0.53 beats by $0.25 . Revenue of $1.39B (+15.8% Y/Y) beats by $40M . For Q1, we anticipate Platform revenue growing more than 21% YoY and Devices revenue down mid-single digitsYoY. We expect this to result in Total net revenue of $1.200 billion, up roughly 18% YoY, with Total gross profitof $530 million and Adjusted EBITDA of $130 million. For full year...
Roku press release ( ROKU ): Q4 GAAP EPS of $0.53 beats by $0.25 . Revenue of $1.39B (+15.8% Y/Y) beats by $40M . For Q1, we anticipate Platform revenue growing more than 21% YoY and Devices revenue down mid-single digitsYoY. We expect this to result in Total net revenue of $1.200 billion, up roughly 18% YoY, with Total gross profitof $530 million and Adjusted EBITDA of $130 million. For full year 2026, we anticipate Platform revenue to grow 18% YoY to $4.890 billion, with gross margin between51% to 52%. We expect Devices revenue to grow low-single digits YoY to $610 million, with gross margin in thenegative mid-teens, roughly in line with 2025. We expect Total net revenue of $5.500 billion, Total gross profitof $2.435 billion, and Adjusted EBITDA of $635 million – resulting in an Adjusted EBITDA margin improvementof 267 basis points. Shares +10% . More on Roku Roku Should Surprise Markets This Week (Q4 Preview) Roku, Inc. (ROKU) Presents at 53rd Annual Nasdaq Investor Conference Transcript Roku: Intensified Ad Monetization And Robust Engagement Trigger Compelling Valuations - Reiterate Buy Roku Q4 preview: Ad monetization and subscription growth in focus Earnings week ahead: F, KO, CSCO, SHOP, MCD, BP, AMAT, COIN, MRNA, ROKU, and more
Sabra Health Care press release ( SBRA ): Q4 FFO of $0.36 misses by $0.01 . Revenue of $211.9M (+16.2% Y/Y) beats by $9.93M . Shares -3.26% . 2026 GUIDANCE Sabra is initiating 2026 earnings guidance ranges as follows (attributable to Sabra Health Care REIT, Inc., per diluted common share): Net Income: $0.60 - $0.64 FFO: $1.49 - $1.53 Normalized FFO: $1.49 - $1.53 AFFO: $1.55 - $1.59 Normalized AFF...
Sabra Health Care press release ( SBRA ): Q4 FFO of $0.36 misses by $0.01 . Revenue of $211.9M (+16.2% Y/Y) beats by $9.93M . Shares -3.26% . 2026 GUIDANCE Sabra is initiating 2026 earnings guidance ranges as follows (attributable to Sabra Health Care REIT, Inc., per diluted common share): Net Income: $0.60 - $0.64 FFO: $1.49 - $1.53 Normalized FFO: $1.49 - $1.53 AFFO: $1.55 - $1.59 Normalized AFFO: $1.55 - $1.59 FY FFO consensus is $1.55 FY Revenue consensus is $839.67M More on Sabra Health Care Sabra Health Care: A Compelling REIT Opportunity As SHOP Unlocks Hidden Value Sabra Health Care REIT Remains A Bullish Case, As Senior Care Demand Grows Sabra Health Care: Buy This High Yield For Potentially Solid Total Returns Top performing healthcare REITs year to date Seeking Alpha’s Quant Rating on Sabra Health Care
JFrog press release ( FROG ): Q4 Non-GAAP EPS of $0.22 beats by $0.03 . Revenue of $145.3M (+25.2% Y/Y) beats by $7.21M . Operating Cash Flow was $50.7 million; Free Cash Flow of $49.9 million. Cash, Cash Equivalents and Investments were $704.4 million as of December 31, 2025. Remaining performance obligations were $565.7 million as of December 31, 2025. Fiscal 2025 Financial Highlights Revenue fo...
JFrog press release ( FROG ): Q4 Non-GAAP EPS of $0.22 beats by $0.03 . Revenue of $145.3M (+25.2% Y/Y) beats by $7.21M . Operating Cash Flow was $50.7 million; Free Cash Flow of $49.9 million. Cash, Cash Equivalents and Investments were $704.4 million as of December 31, 2025. Remaining performance obligations were $565.7 million as of December 31, 2025. Fiscal 2025 Financial Highlights Revenue for fiscal 2025 was $531.8 million, up 24% year-over-year. GAAP Gross Profit was $408.4 million; GAAP Gross Margin was 76.8%. Non-GAAP Gross Profit was $443.3 million; Non-GAAP Gross Margin was 83.3%. GAAP Operating Loss was ($91.9) million; GAAP Operating Margin was (17.3%). Non-GAAP Operating Income was $92.1 million; Non-GAAP Operating Margin was 17.3%. GAAP Net Loss Per Share was ($0.62); Non-GAAP Diluted Earnings Per Share was $0.82. Operating Cash Flow was $145.7 million; Free Cash Flow of $142.3 million. More on JFrog JFrog: Re-Accelerating Growth Supports Further Upside JFrog Ltd. (FROG) Presents at Barclays 23rd Annual Global Technology Conference Transcript JFrog Ltd. (FROG) Presents at UBS Global Technology and AI Conference 2025 Transcript JFrog Q4 2025 Earnings Preview Snowflake, MongoDB, Datadog, JFrog likely to rise after 'SaaSpocalypse' ends: BofA
Despite a decline in total revenue, CSP Inc (CSPI) sees significant growth in service revenue and gross margins, driven by technology solutions and managed services.
Despite a decline in total revenue, CSP Inc (CSPI) sees significant growth in service revenue and gross margins, driven by technology solutions and managed services.
Pinterest forecast first-quarter revenue below estimates on Thursday, underscoring the image-sharing platform's ongoing struggle to compete for advertising dollars against deep-pocketed platforms, sending its shares down 12% in extended trading. Social media giants like TikTok and Meta's Instagram and Facebook continue to take a larger chunk of the market as their massive user bases and advance...
Pinterest forecast first-quarter revenue below estimates on Thursday, underscoring the image-sharing platform's ongoing struggle to compete for advertising dollars against deep-pocketed platforms, sending its shares down 12% in extended trading. Social media giants like TikTok and Meta's Instagram and Facebook continue to take a larger chunk of the market as their massive user bases and advanced artificial intelligence tools for ad creation keep luring advertisers. But Pinterest aims to attract more marketers via its AI-powered Performance+ ad suite — having hired former advertising head of Spotify, Lee Brown — and longtime Amazon marketing executive Claudine Cheever, to stand out in a crowded ad market.