EARNINGS CALLS PULSE
Friday, February 20, 2026
Market Intelligence for Earnings Calls Professionals
🎯 Today's Earnings Calls PulseUpdated 3m ago
What's happening: Howard Hughes Holdings posts 57% profit drop as Ackman pushes diversification
Pershing Square’s Bill Ackman acquired Howard Hughes Holdings for $900M in May 2025 and is steering the commercial‑real‑estate firm toward a diversified holding model. The company disclosed a $2.1B purchase of Vantage Group’s insurance business, expected to close this quarter. Full‑year 2025 net income fell 57% to $123.8M.
Also developing:
- •Harmonic Inc. reports Q4 2025 earnings amid mixed guidance
- •Alarm.com Holdings posts Q4 2025 results, highlights security software growth
- •TDS Telecom raises fiber service target to 2.1M addresses after strong 2025 performance
🚀 Top Earnings Calls Headlines
Megaport Sees Record Revenue in First Half FY26
Publicly listed cloud connectivity provider, Megaport has seen revenue rise 26 per cent to $134.9 million for the first half of FY26, while group annual recurring revenue (ARR) was up 49 per cent year-on-year, to $338 million. Post-tax profit was $19.1 million in the red due to acquisition activity. Megaport CEO Michael Reid said its employees delivered “an outstanding first half performance, demonstrating the strength and resilience of the underlying business”. “Importantly, we achieved this while completing two strategic acquisitions and executing a successful capital raise,” he said. “These initiatives extend our platform into adjacent markets and position Megaport for accelerated growth across network, compute, and AI.” Acquisition-related costs of $15.8 million stemmed from buying 100 per cent of the share capital of both New York-based compute-as-a-service platform Latitude.sh and Indian internet exchange operator Extreme IX in November and December, respectively. Excluding acquisition-related costs from the equation results in a net loss after tax of $3.3 million.This is down from the previous corresponding period’s net profit after tax of $886,000 in the black. Additionally, earnings before interest, tax, depreciation, and amortisation (EBITDA) rose by 28 per cent, to $35.3 million. During the period, the provider also raised $218.2 million in equity on the ASX through a fully underwritten $200 million institutional placement and $18.2 million through a share purchase plan. Megaport also updated its FY26 guidance, which now sits at revenue of $302 million to $317 million, EBITDA of 21 to 24 per cent, and capex of $90 million to $100 million. The guidance includes a $4 million raise at the lower end of its revenue guidance for its core Megaport Network business in constant currency; unchanged HY2 revenue guidance for Latitude.sh, now Megaport Compute; and HY2 revenue guidance of $3 million to $4 million for Extreme IX, among other factors. “Our updated guidance reflects the strategic expansion of the group through the acquisitions of Latitude.sh and Extreme IX, as well as the impact of foreign exchange movements,” Reid added.
ARN (Australia)
BAE Systems Reports Record Sales and GBP 83.6bn Order Backlog
BAE Systems has reported another year of strong growth, with record sales and a rising order backlog as the company says it is well positioned to benefit from increased defence spending. BAE Systems reports record sales and GBP 83.6bn order backlog first appeared on UK Defence Journal.
UK Defence Journal – Air
Airbus Reports Full-Year (FY) 2025 Results
Airbus SE (stock exchange symbol: AIR) reported consolidated Full-Year (FY) 2025 financial results and provided guidance for 2026.
Airbus – Newsroom
Is Working for Salesforce Still the Dream Job?
Is working at Salesforce still the dream job? For a long time, Salesforce has been “the Mothership”. The endgame. The logo that many professionals wanted on their resume. In our own salary survey, around 40% of respondents said they aspired to work for Salesforce at some point in their career. But over the past couple […] The post Is Working for Salesforce Still the Dream Job? appeared first on Salesforce Ben.
Salesforce Ben
Figma (NYSE: FIG)
Executive Summary Ticker / Market Cap: FIG / ~$11.19B What it is: Figma is the undisputed industry standard for digital product design. It’s a cloud-native, browser-based platform that allows teams to ideate (FigJam), design (Figma Design), and hand off code to developers (Dev Mode). After a failed $20B acquisition by Adobe in late 2023, Figma […]
Lark Davis
