ismagilov/iStock via Getty Images By Carsten Brzeski , Global Head of Macro and Bert Colijn , Chief Economist, Netherlands When it comes to using audiovisual promotional materials at least, Europe has clearly caught up with the US. On the European Council's website, today’s so-called informal meeting (these days aka ‘the retreat’) was announced with a fancy video entitled ‘the cards are in our han...
ismagilov/iStock via Getty Images By Carsten Brzeski , Global Head of Macro and Bert Colijn , Chief Economist, Netherlands When it comes to using audiovisual promotional materials at least, Europe has clearly caught up with the US. On the European Council's website, today’s so-called informal meeting (these days aka ‘the retreat’) was announced with a fancy video entitled ‘the cards are in our hands’. We still wonder how borrowing elements of the US communication strategy aligns with Europe’s goal of strategic autonomy. But this is a topic for another day. The subject of today’s meeting was once again centred around the question of how to restore European competitiveness and how to ensure stronger growth in the future. Or, in other words, how to ensure that Europe regains a seat at the table, not by referring to past successes or legacy, but simply because Europe matters globally, both economically and politically. Fortunately, European leaders did not appear to question the need for action and instead seemed united in recognising the urgency to act. When it comes to how to act, however, views have been and still are less united. In the run-up to today’s meeting, the almost traditional rift between European countries surfaced once again. While Germany put its money on deregulation and simplification, further integration of the single market, and a more European energy market, France pushed for Made-in-Europe policies to protect domestic industries and more public investments, preferably funded by eurobonds. In the past, these kinds of stand-offs have ended with standstills. Europe has a plan: One Europe, one market At least judging from the comments by European Commission President Ursula von der Leyen and European Council President Antonia Costa after the meeting, Europe appears to be following the German approach, but without additional fiscal spending. Europe’s answer to geopolitical shifts, the emergence of China as a systemic rival, and its own lack of strategi...
格隆汇2月13日｜半导体设备制造商应用材料(AMAT.US)夜盘涨近13%，报370.83美元。 消息面上，应用材料公布，截至1月止第一财季利润同比增长70%至20.3亿美元，调整后每股收益为2.38美元，高于市场预期的2.21美元；营收则同比下滑2%至70.1亿美元，仍高于市场预期的68.7亿美元。 展望第二财季，应用材料预计营收将介于71.5亿至81.5亿美元之间，调整后每股盈利将介于2.44至2.84美元之间，分别优于市场预期的70.1亿美元及2.28美元。公司CEO Gary Dickerson在一份声明中表示：“关于AI计算领域的全球行业整体投资进程的加速”正在推动公司的业绩迈向强劲增长轨迹。(格隆汇)
Earnings Call Insights: SPS Commerce (SPSC) Q4 2025 Management View Chad Collins, CEO, emphasized SPS Commerce’s milestone of “100th consecutive quarter of revenue growth” and noted the company’s role in “driving efficient collaboration among trading partners as omnichannel retail has evolved and supply chains have grown increasingly complex.” He stated that for the full year 2025, “revenue grew 1...
Earnings Call Insights: SPS Commerce (SPSC) Q4 2025 Management View Chad Collins, CEO, emphasized SPS Commerce’s milestone of “100th consecutive quarter of revenue growth” and noted the company’s role in “driving efficient collaboration among trading partners as omnichannel retail has evolved and supply chains have grown increasingly complex.” He stated that for the full year 2025, “revenue grew 18% to $751.5 million. Recurring revenue grew 20%, driven by fulfillment growth of 22% year-over-year.” Collins detailed the acquisition of Carbon6 in 2025, building on the prior SupplyPike acquisition, to establish SPS’s “clear leadership in revenue recovery solutions.” He identified revenue recovery as a “$750 million addressable market across 1P U.S. sellers and a significant cross-selling opportunity within our network.” The CEO highlighted the launch of “MAX,” a new set of AI capabilities embedded in the SPS supply chain network, describing it as “competitively positioned to deliver more meaningful and scalable AI enhancements across our product portfolio.” Collins announced Kimberly Nelson’s retirement as CFO after nearly 20 years and the appointment of Joseph Del Preto as the incoming CFO. He also referenced the addition of two new independent directors in cooperation with Anson Funds, reflecting “extensive engagement with a number of our large investors, including Anson.” Kimberly Nelson, Executive VP & CFO, stated: “Revenue was $192.7 million, a 13% increase over Q4 of last year and represented our 100th consecutive quarter of revenue growth. Recurring revenue grew 14% year-over-year. Adjusted EBITDA increased 22% to $60.5 million.” Nelson explained that in 2025, SPS deployed “76% of free cash flow to repurchase $115 million of SPS shares” and that the Board approved an increase of $200 million in the share repurchase program, “for a total authorization of up to $300 million.” Outlook SPS Commerce expects Q1 2026 revenue to be in the range of $191.6 million to $193....
Earnings Call Insights: Warrior Met Coal (HCC) Q4 2025 Management View CEO Walter Scheller described 2025 as a "transformative year" for Warrior Met Coal, highlighting that "Blue Creek began reshaping our production profile, cost structure and long-term earnings potential." The longwall operations at Blue Creek started production 8 months ahead of schedule, on budget, and funded by operating cash ...
Earnings Call Insights: Warrior Met Coal (HCC) Q4 2025 Management View CEO Walter Scheller described 2025 as a "transformative year" for Warrior Met Coal, highlighting that "Blue Creek began reshaping our production profile, cost structure and long-term earnings potential." The longwall operations at Blue Creek started production 8 months ahead of schedule, on budget, and funded by operating cash flow. Scheller emphasized that "we achieved an annualized run rate of production during the quarter that well supports our increased volume guidance for 2026," noting the successful ramp-up of Blue Creek and strong legacy mine performance, including record output at Mine 4. The company recorded a total sales volume for 2025 of 9.6 million short tons and production volume of 10.2 million short tons, both new records for Warrior. Scheller stated that "our strong performance in the fourth quarter, including a record high quarterly sales volume wrapped up a remarkably successful year despite weak market conditions for steelmaking coal." The CEO also pointed out, "we were able to start the Blue Creek longwall 8 months ahead of schedule, remain on budget and fund the entire project out of cash flow from operations." CFO Dale Boyles said, "Our fourth quarter adjusted EBITDA of $93 million was 31% higher than the third quarter of 2025, primarily due to the following factors. First, our sales volumes were 22% higher in the fourth quarter, including an increase of tons sold from Blue Creek." Boyles also highlighted lower cash costs per ton, attributing this to Blue Creek's low-cost structure. Outlook Warrior expects steelmaking coal markets to remain consistent with 2025 levels but enters 2026 "from a position of significant strength with higher contracted volumes, record production capacity and a structurally lower cost base driven by Blue Creek," according to CFO Boyles. The company anticipates "total sales and production volumes to be significantly higher in 2026 than 2025 as a re...
Earnings Call Insights: DexCom, Inc. (DXCM) Q4 2025 Management View Jacob Leach, President, CEO & Director, marked his first call as CEO by outlining three strategic priorities: "We will be the premier glucose sensing solution for all," focusing on improving sensor accuracy and reliability; "We will set the standard for customer experience," including the broad rollout of the DexCom G7 15 Day syst...
Earnings Call Insights: DexCom, Inc. (DXCM) Q4 2025 Management View Jacob Leach, President, CEO & Director, marked his first call as CEO by outlining three strategic priorities: "We will be the premier glucose sensing solution for all," focusing on improving sensor accuracy and reliability; "We will set the standard for customer experience," including the broad rollout of the DexCom G7 15 Day system in the U.S. and the launch of My DexCom Account; and "We will expand international market share," with plans to add Stelo and a new CGM system to international markets in 2026. Leach stated, "In the fourth quarter, we delivered revenue growth of 13%, which brought our full year revenue above the high end of our most recent guidance. This reflected continued strong new customer demand and encouraging sell-through trends as the quarter progressed." Leach highlighted operational improvements: "We built our inventory to our preferred levels of finished goods, reestablished more efficient shipping routes through ocean freight and continued to strengthen performance throughout our supply chain." Jereme Sylvain, Executive VP, CFO & Chief Accounting Officer, reported, "For the fourth quarter of 2025, we reported worldwide revenue of $1.26 billion compared to $1.11 billion for the fourth quarter of 2024, representing growth of 13% on a reported basis and 12% on an organic basis." Sylvain called out the G7 15 Day product launch: "This has correlated well with our broader G7 15 Day product launch, which has already generated a lot of interest among customers and prescribers." Outlook DexCom expects 2026 total revenue to be in a range of $5.16 billion to $5.25 billion, representing growth of 11% to 13% for the year. Sylvain indicated, "This guidance assumes continued strong category growth and incremental growth contribution from Stelo and new product advancements across our platform." Gross profit margin is expected to be in the range of 63% to 64%, operating profit margin at appro...
Earnings Call Insights: Arteris, Inc. (AIP) Q4 2025 Management View Karel Janac, Chairman, CEO & President, highlighted that "in the fourth quarter of 2025, we achieved many company records and milestones, including yet another record annual contract value plus royalties of $83.6 million, which represents a 28% year-on-year increase." He indicated that this was driven by broad-based demand, especi...
Earnings Call Insights: Arteris, Inc. (AIP) Q4 2025 Management View Karel Janac, Chairman, CEO & President, highlighted that "in the fourth quarter of 2025, we achieved many company records and milestones, including yet another record annual contract value plus royalties of $83.6 million, which represents a 28% year-on-year increase." He indicated that this was driven by broad-based demand, especially from enterprise computing, automotive, and consumer electronics, with expanding AI-driven semiconductor designs fueling increased deployment of Arteris technology. Janac announced the acquisition of Cycuity, stating it "brings a rich history of strong collaborations with major commercial semiconductor companies as well as companies in the national security sector." He described the Cycuity product line as enabling "early detection of cybersecurity risks in the semiconductor hardware and firmware," which extends Arteris' reach and product value. FlexGen, the AI-driven Smart NoC IP product, saw strong adoption, "licensed for over 30 production device deployments across each of our vertical end markets with customers, including AMD for AI chiplet designs, Dream Chip for automotive and NanoXplore for aerospace applications." Janac reported the company as a founding member of the CHASSIS program led by Bosch, aiming to create an open automotive chiplet platform, and that Arteris is also part of Cadence’s strategic collaboration with Arm, Samsung Foundry, and others for pre-validated chiplet solutions. Nicholas Hawkins, Executive VP & CFO, stated, "We had a strong fourth quarter, beating our guidance on all financial measures." He added, "Total revenue for the fourth quarter was $20.1 million, up 16% sequentially and 30% year-over-year and above the top end of our guidance range." Outlook Hawkins guided for Q1 2026 ACV plus royalties of $85 million to $89 million and revenue of $20.5 million to $21.5 million, with a non-GAAP operating loss of $3.5 million to $2.5 million and...
Earnings Call Insights: Research Solutions, Inc. (RSSS) Q2 2026 Management View Roy Olivier, President, CEO & Chairman, stated fiscal Q2 was a mixed bag, citing a year-over-year decline in transaction results due to one known churned account and volume declines from several larger customers. "We expect that decline to continue in the second half of the year. We do have some levers to pull in this ...
Earnings Call Insights: Research Solutions, Inc. (RSSS) Q2 2026 Management View Roy Olivier, President, CEO & Chairman, stated fiscal Q2 was a mixed bag, citing a year-over-year decline in transaction results due to one known churned account and volume declines from several larger customers. "We expect that decline to continue in the second half of the year. We do have some levers to pull in this segment that we think will improve the results, and we're working hard on those initiatives." Olivier emphasized a strategic focus on B2B annual and multiyear agreements as the primary growth driver and highlighted ongoing product and sales process improvements to increase conversion rates, including the addition of patent data and enhanced software shipping speed. Olivier noted, "We did see strong results in our B2B segment in both ARR bookings and net ARR bookings. The 47 net new deployments in B2B underscores that customers are excited about our current and future product development." Olivier stated, "We do have work to do in terms of the overall SaaS growth rate, and we'll work hard to return that rate to 20-plus percent." Dave Kutil, Interim CFO & Company Secretary, reported, "Total revenue for the second quarter of fiscal 2026 was $11.8 million compared to $11.9 million in the second quarter of fiscal 2025. Our platform subscription revenue increased roughly 14% to $5.2 million." Kutil added, "We ended the quarter with $21.8 million in annual recurring revenue, or ARR, up 14% year-over-year, which consisted of roughly $15.3 million in B2B ARR and approximately $6.4 million in normalized ARR associated with sites B2C subscribers. Total incremental ARR for the quarter was $560,000, the highest organic second quarter in company history." Josh Nicholson, Chief Strategy Officer, described two major shifts: "Our move to API and AI integration and our evolution from a document delivery company to what I call an Answers and access platform." Nicholson highlighted that API in...
Inpex Warns Of Looming LNG Crunch in Asia By Charles Kennedy of OilPrice.com , Japan’s Inpex expects an LNG supply shortfall in the Pacific coastal region, including Asia, in 2035, as demand will nearly double from current levels, the oil and gas major said in its 2025 earnings report on Thursday. Global LNG demand is expected to increase to about 700 million tons per year in 2035, up from the cur...
Inpex Warns Of Looming LNG Crunch in Asia By Charles Kennedy of OilPrice.com , Japan’s Inpex expects an LNG supply shortfall in the Pacific coastal region, including Asia, in 2035, as demand will nearly double from current levels, the oil and gas major said in its 2025 earnings report on Thursday. Global LNG demand is expected to increase to about 700 million tons per year in 2035, up from the current level of around 400 million tons annually, according to the Japanese company, which operates the Ichthys LNG project offshore Western Australia. “Demand will be concentrated in the Asia–Oceania region, accounting for about 60% of the total,” Inpex said in the outlook to 2035. “Supply shortfall is expected in the Pacific coastal region, including Asia,” the company noted in its LNG Supply and Demand Outlook in the report. While other regions look sufficiently supplied, the Pacific coastal region could see a supply shortfall of 231 million tons per year in 2035, according to Inpex. Despite warnings of a near-term global LNG glut, top exporters in the Middle East, including Qatar and the United Arab Emirates (UAE), see strong demand going forward and flag insufficient investment in supply in the medium to long term. The UAE is growing its LNG exports to meet surging global demand that will outpace investment in supply, Energy Minister Suhail al Mazrouei told Reuters at the end of last year. “I agree with his excellency, Minister of Qatar, that the demand is going to be much, much more than the projects that we are seeing,” the UAE official added. Saad Sherida Al-Kaabi, who is QatarEnergy’s CEO as well as the Minister of State for Energy Affairs of Qatar, said in December “I have no worry at all about demand in the future.” “I have a worry about the lack of investment for additional supply in the future, which will cause prices to spike,” Al-Kaabi added. Tyler Durden Thu, 02/12/2026 - 20:05
While the market is trading near all-time highs, the options for buying great stocks at a discount tend to shrink. But there are still attractive stocks to buy right now if you know where to look. One place to look is quickly growing sectors that show no signs of slowing down, such as artificial intelligence (AI). Here are two no-brainer AI stocks worth a closer look right now. Image source: Getty...
While the market is trading near all-time highs, the options for buying great stocks at a discount tend to shrink. But there are still attractive stocks to buy right now if you know where to look. One place to look is quickly growing sectors that show no signs of slowing down, such as artificial intelligence (AI). Here are two no-brainer AI stocks worth a closer look right now. Image source: Getty Images. Continue reading
TMC The Metals Company (NASDAQ: TMC) is a $7 stock that could easily be worth more than seven to eight times what it currently trades at. The deep-sea mining company is trying to harvest polymetallic modules from the seafloor. It owns exploratory rights for the nodule-rich Clarion-Clipperton Zone (CCZ) of the Pacific Ocean. This zone, according to data from the U.S. Geological Survey, may hold mor...
TMC The Metals Company (NASDAQ: TMC) is a $7 stock that could easily be worth more than seven to eight times what it currently trades at. The deep-sea mining company is trying to harvest polymetallic modules from the seafloor. It owns exploratory rights for the nodule-rich Clarion-Clipperton Zone (CCZ) of the Pacific Ocean. This zone, according to data from the U.S. Geological Survey, may hold more nickel, cobalt, and manganese than all the world's known land deposits. It also contains about as much copper as is available on land. Continue reading