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Daily
Every morning
Weekly
Tuesday recap
AutoNation (AN) reported Q4 2025 revenue of $6.9 billion, a 4% decline year‑over‑year, driven by a 9% drop in new‑vehicle sales and a 60% plunge in battery‑electric units. Despite the revenue headwind, aftersales and Customer Financial Services (CFS) posted record gross‑profit growth, lifting adjusted EPS 2% to $5.08 and full‑year EPS 16% to $20.22. The company returned $785 million to shareholders via share repurchases, cutting the share count by 10%, while deploying $1.5 billion in capex and acquisitions. Management warned of a softer automotive market in 2026 but emphasized continued profitability in services and finance segments.
Core Laboratories reported Q4 2025 revenue of $138.3 million, up 3% sequentially and 7% year‑over‑year, driven by stronger international demand for reservoir rock and fluid analysis. The Reservoir Description segment posted a 14% operating margin, expanding 60 basis points, while Production...
CONMED reported Q4 2025 revenue of $373.2 million, a 7.9% year‑over‑year increase, and full‑year sales of $1.375 billion, up 5.2%. Orthopedic sales jumped 12.1% in the quarter, while international sales surged 15.4%, offsetting modest U.S. growth. Adjusted EPS rose 6.7% to $1.43,...
Grove Collaborative reported Q3 2025 revenue of $43.7 million, a 9.4% year‑over‑year decline—the smallest drop since 2021, while active customers fell 7% to 660,000 and orders slipped 12.5%. Adjusted EBITDA was a negative $1.2 million, but management expects a positive...
This week MarkLives MEDIA highlighted six South African media leaders discussing the innovations that reshaped the industry in 2025, ranging from AI‑driven content creation to programmatic television buying. The upcoming issue will feature an exclusive interview with Merissa Himraj, WPP Media’s...
Figma reported $250 million revenue for fiscal Q2 2025, a 41% year‑over‑year increase and a new quarterly record. The company posted a 129% non‑GAAP net dollar retention rate, 90% gross margin, and a 5% operating margin, while noting near‑term margin compression from...
Alight Inc. reported FY 2025 revenue of $2.3 billion, a 5% decline, with recurring revenue down 2.2% and project revenue falling 22%. Adjusted EBITDA slipped to $561 million (24.8% margin) and adjusted EPS to $0.50, while a $83 million goodwill impairment and higher...
Gille Klabin, after a traditional distributor release of his debut, chose self‑distribution for his $296,000 horror‑comedy “Weekend at the End of the World.” He partnered with aggregator Bitmax for technical delivery, kept full rights, and used data‑driven micro‑ads, tiered pricing,...
Workday implementations often fall short of ROI because organizations neglect data integrity, fail to redesign processes, and underutilize standard configurations and pre‑built connectors. Poor data quality can trigger compliance issues, while custom integrations inflate development time and cost. Leveraging Workday’s...
Oil markets are grappling with heightened volatility as the Strait of Hormuz—through which roughly one‑fifth of global oil passes—remains effectively shut. The closure is forcing traders to reassess supply‑demand balances for refined products, especially diesel and gasoline, which are seeing...
The unboxing moment begins with a delivery notification and culminates when the customer lifts the box, shaping brand perception before the product is seen. Research shows first impressions form in just 0.2 seconds, with 94% of judgments based on packaging...
European gas prices surged 70 % in a single week as the Middle East conflict intensified, coinciding with historically low storage levels. Despite the spike, EU officials assert there is no immediate risk to gas or oil supplies, citing existing contracts...
Codific’s new analysis outlines five recurring cyber‑attack pathways that threaten power‑grid operations, from spear‑phishing and credential theft to remote‑access exploitation, ransomware, and the misuse of legitimate industrial commands. The report stresses that most disruptive incidents follow familiar patterns rather than...
Nikkei futures surged 3.8% to 56,310, reversing a 3.6% drop the day before. The index remains up 7.7% year‑to‑date and 45% over the past year, reflecting strong investor appetite for low‑multiple Japanese stocks and tech exposure. The Bank of Japan...
CommonSpirit Health at Home is charting a 2026 roadmap that moves care upstream by using EHR‑based eligibility triggers to engage patients earlier in hospice and home‑health pathways. The provider plans a measured AI rollout focused on predictive analytics and operational...
The United States convened a critical‑minerals summit to curb China’s overwhelming role in battery and electric‑vehicle supply chains, but China still controls over 80 percent of global lithium‑ion battery production and 90 percent of grid‑scale storage. Washington has taken minority stakes in...
The escalating U.S.-Israeli war on Iran is spilling over into Africa, where Iran has cemented security ties with Sahelian juntas in Burkina Faso, Mali and Niger. Western attention is being diverted, prompting the United States to scale back counter‑terrorism support while...
Ontario’s labour arbitrator upheld a three‑month unpaid suspension rather than termination after an employee was found to have smoked cannabis during a lunch break. While the arbitrator accepted eyewitness testimony—specifically the distinct odor of marijuana—as clear evidence of use, the...
The Texas Business Court affirmed an arbitration award in BNSF Railway Co. v. Level 3 Communications, holding that the arbitrators, not the court, decide arbitrability when the Commercial Rules of the American Arbitration Association are incorporated. The court rejected BNSF’s motion...
The Komo Club opened applications for Cohort 3 of its structured performance program, which runs from April 20 to June 12. Founder Rohit Bhargava frames the initiative as a “human accelerator,” applying the same systematic frameworks used to scale companies to founders’ health, clarity,...
RSAC is coming up. I will be there with the ISMG team. If you are attending, let’s connect. Curious what themes you expect to dominate this year. AI security? Identity? Platform consolidation?
Jeremy Toms, owner of Legacy Custom Builders in Temple, Texas, leads a firm that specializes in high‑quality custom residential construction. His business model centers on meticulous craftsmanship, transparent client communication, and long‑term community ties. Toms actively participates in the Central...
NASA has launched the NASA Force program, in partnership with the Office of Personnel Management, to recruit high‑impact technical talent from the private sector for two‑year federal assignments. The initiative mirrors OPM’s Tech Force effort and offers participants a pathway...
The U.S. Department of State revised the Foreign Affairs Manual to create a distinct “Specialized Trainers” category under the B‑1 visa, expanding eligibility for foreign experts who provide proprietary technical training on imported industrial equipment. The change separates training from...
The Bank of Russia has filed a claim at the EU General Court challenging a December 2025 EU regulation that freezes its assets until the European Union’s demands related to Ukraine are satisfied. The bank argues the measure violates the...
The U.S. Army is revamping its direct‑commissioning program to accelerate the entry of civilian technologists into officer roles. By moving oversight to the Army Recruiting Command and streamlining medical, security, and training steps, the accession timeline has dropped from roughly...
ABC announced a $1,000 per‑head bonus and a revised pay package for roughly 4,500 staff in a bid to avert a strike. The offer includes annual wage increases of 3.5%, 3.25% and 3.25% over three years, progression to band six,...
Kroenke Sports & Entertainment promoted Kathleen Charapata to Executive Vice President, Distribution and Deputy General Counsel for KSE Media Ventures. Charapata, who joined KSE in 2024 after serving as Deputy General Counsel and previously as Chief Administrative Officer and General...
Philo CEO Andrew McCollum announced his departure after more than a decade, naming COO Mike Keyserling as his successor effective immediately. McCollum will transition to Executive Chairman, continuing to shape long‑term strategy. The streaming service, which offers over 80 premium...
David Ellison’s Skydance is set to acquire Warner Bros. Discovery in a $111 billion transaction priced at $31 per share, representing roughly a five‑times multiple to the pre‑deal market price. The deal awards CEO David Zaslav about $800 million in proceeds and...
In this episode, Lorenzo Thione, Managing Director at Gaingels and former founder of PowerSet (acquired by Microsoft), shares his journey from an Italian graduate student to AI pioneer, angel investor, and LGBTQ+ entrepreneurship advocate. He discusses the early challenges of...
In this training episode, Ezra Firestone explains how e‑commerce brands can turn email and SMS into 30‑40% of total revenue by implementing a strategic merchandising calendar. He differentiates major campaigns from micro‑offers, shows how to layer content, product launches, and...
Canada faces a 25% vacancy rate in B‑ and C‑class office buildings, prompting Toboggan Flats to convert these spaces into affordable coliving units in just nine months. The model leverages existing structures to cut capital costs, offering rents at roughly...
In this episode, host discusses Amazon listing optimization with Daniela Boltzmann, founder of Mindful Goods, highlighting the costly mistake of repurposing Shopify creatives for Amazon. Daniela shares her journey from a full‑service agency to a project‑based model focused on high‑converting...
Poland’s right wing president Karol Nawrocki is hatching a plan to use the NBP (Polish central bank) to help finance Polish rearmament. Except as Bloomberg notes, legally, the cbank isn’t allowed to finance the govt. Why do they want this?...
This is a predictable trend and highlights the importance of companies moving supply chains back to the Americas. Middle East today, Asia tomorrow.
Health systems are drowning in operational blind spots, especially in financial operations, while existing software focuses on clinical documentation. The essay maps a high‑value opportunity stack—from payer‑contract intelligence and AP automation to workforce forecasting, OR utilization, and prior‑authorization automation—highlighting quantifiable...
I am very confused why they keep downplaying the momentum. They did the same thing in 2020 during the early days of the COVID recovery and were slow to recognize the freight recession in 2022.
Takeda to Cut 400 US Jobs as Part of Overhaul, Nikkei Says @business cc @dailyjobcuts @MacroEdgeRes
Okta reported fourth‑quarter 2026 earnings that topped Wall Street forecasts, posting adjusted EPS of $0.90 and revenue of $761 million, an 11% year‑over‑year increase. Despite the beat, the company issued a cautious first‑quarter outlook, projecting revenue of $749‑$753 million and adjusted EPS...
Union Pacific claims that’s its merger with NS would take 2m truckloads off the road each year. That is approx 6k trucks in total, roughly equivalent to Prime’s fleet. Pretty inconsequential in the big scheme of things.
NEW: Do you use an #LMS for #training? Eventually, you'll face contract renewal. But what should you do before you re-up? Take a beat. Here's my renewal advice as a longtime consultant: "Should You Renew Your LMS? Navigating 4 Decision Gates"➡️https://t.co/DQ4MXQo5oG #B2B #ATD...
A recent Center for Audit Quality survey of 300 institutional investors shows that 90% rely on audited financial statements and 91% trust their accuracy. Yet 35% remain concerned about auditor independence, with 14% extremely worried. Investors cite clearer standards, better...
The Extinction of Private Equity? My latest memo on the potential of AI to disrupt the software industry and its effect on private equity: https://t.co/GMi44JG2PQ https://t.co/oZYyMnfppx
Netflix, After Walking Away From Warner Bros. Deal, Will ‘Move Forward’ With ‘$2.8 Billion in Our Pocket That We Didn’t Have a Few Weeks Ago,’ CFO Says https://t.co/ztTl2wiPxD via @variety
"We had high confidence" of getting through regulatory, says Netflix CFO Spencer Neumann on pursuit of Warner's studios and streaming operations.
AI is rewriting the rulebook for leadership. 🤖📈 @Gartner_inc reveals how CIOs must evolve as AI transforms the workplace. It’s time to move beyond the hype and use AI for real strategic planning and continuous improvement. Read more here: https://t.co/XDAHd3CquP #GartnerIT #CIO #AI...
Netflix CFO Spencer Neumann says at Morgan Stanley conference that the streaming company "is small" with a runway for organic growth.
The Largest VC Firms in the New York Area according to Crain’s New York Business (2/23/26) https://t.co/lbkNXcwzE2
Oil and gas price shocks hit emerging markets more than developed. Not to mention South Korea and Japan are major buyers (read: dependent). BOJ inflation-induced rate hike can be pulled forward from my Q3 projection to Q2. $USDJPY
