Eutelsat “on Track”, LEO Revenues up 60%
Eutelsat’s mid‑year update highlighted a 60% surge in LEO (OneWeb) revenue, now accounting for more than one‑third of its Connectivity earnings. Overall revenue slipped to €574 million, while the Video division fell 12.3% amid continued Russian sanctions. Fixed Connectivity, Government services and Mobile Connectivity all posted double‑digit growth, and the company secured rating upgrades from Moody’s and Fitch after completing a refinancing plan. The contracted backlog stands at €3.4 billion, down from €3.7 billion a year earlier.
T-Mobile US Still Winning in Wireless but the Interest Is in Fixed
T‑Mobile US posted 962,000 post‑paid net adds in Q4 2025, keeping it ahead of AT&T and close to Verizon, though slightly below analyst expectations. The carrier’s earnings call, led by new CEO Srini Gopalan, emphasized steady wireless momentum while hinting at...
DraftKings Stock Tumbles on New Full-Year Revenue Estimate
DraftKings' shares fell 13% after the company reported fourth‑quarter earnings and issued FY2026 revenue guidance that missed analysts' expectations. Revenue reached $2 billion, matching consensus, while earnings per share rose to $0.25 versus the $0.16 forecast. The 2026 sales outlook of...
Roku Made Over $4.7 Billion in 2025
Roku reported $4.737 billion in net revenue for 2025, a 15% year‑over‑year increase, while streaming hours rose 15% to 145.6 billion. The company highlighted record‑breaking Premium Subscriptions net adds in Q4 and a 75% jump in Roku Sports sign‑ups. The Roku Channel...
Roku Sees Higher Revenue, Positive Net Income For 2025 As Platform Makes Gains
Roku reported a strong fourth‑quarter 2025, posting $1.5 billion in revenue—a 16% year‑over‑year increase—and its first positive net income of $80.5 million. Platform revenue surged 18% to $1.2 billion, driven by higher video‑ad sales and a record share of streaming minutes. The company...
Trinity: ‘Disciplined Lease Pricing’ and ‘Active Portfolio Management’ Delivers ‘Strong’ 4Q25, Full-Year Results
Trinity Industries posted Q4 2025 revenue of $611.2 million, a 2.97% decline year‑over‑year, driven by weaker external deliveries in its Rail Products Group. The Rail Products segment saw a 23.3% revenue drop to $426.7 million, while the Railcar Leasing and...
CBRE Sees 13% Growth in Facilities Management Revenue
CBRE reported a 13% year‑over‑year increase in facilities‑management revenue for Q4 2025, driven by strong data‑center services and expanding local operations in the Americas. The building operations and experience segment grew 15%, bolstered by recent acquisitions of Industrious and Pearce...
Adyen Shares Plummet After Payments Giant Posts Weak Revenue Growth Outlook
Adyen’s shares tumbled up to 20% after the payments firm issued a 2026 net‑revenue growth outlook of 20%‑22%, falling short of analysts’ 22.8% expectation. In the second half of 2025 the company posted 17% year‑on‑year net‑revenue growth to €1.27 billion, while...
Relx Reassures as AI Fears Hit Data Stocks
Relx posted FY2025 revenue of £9.59 bn, a 7% increase, with operating profit climbing to £3.03 bn and earnings per share rising to 112.6p. The company also raised its full‑year dividend to 67.5p and completed £1.5 bn of share buybacks. These results arrived...
Surge in ANZ, CBA Helps Drive ASX Higher; AMP, Temple & Webster Tumble
Australian equities rose 0.3% to 9,043.5 as a surge in bank stocks lifted the S&P/ASX 200. ANZ Bank reported a $1.9 bn profit for the December quarter, sending its shares up 8.5% and sparking gains across Commonwealth, Westpac and NAB. In contrast,...
Ray-Ban Maker EssilorLuxottica Says It More than Tripled Meta AI Glasses Sales in 2025
EssilorLuxottica reported that it sold more than 7 million Meta‑powered AI glasses in 2025, more than tripling the combined 2023‑24 volume of 2 million units. The sales surge spans its flagship Ray‑Ban line and the newer Oakley smart‑glasses, driven by a $799...
Shopify Stock Drops Despite Revenue Beat, $2 Billion Buyback
Shopify reported fourth‑quarter revenue of $3.67 billion, topping forecasts, but earnings per share fell short at 48 cents versus the 51‑cent consensus. The company projected first‑quarter revenue growth in the low‑30% range and a free‑cash‑flow margin in the low‑to‑mid teens, slightly below...
Cloudflare Rises 5% as AI Agent Wave Led by Viral Moltbot Boosts Security Demand
Cloudflare’s shares jumped 5% after the company beat Q4 expectations, driven by surging demand for its edge networking and security services from AI agents like the viral Moltbot. The firm reported adjusted earnings of 28 cents per share on $615 million...
French Software Maker Dassault Systèmes Plunges 18%, on Track for Worst Day Ever
Dassault Systèmes reported a 5% drop in Q4 software revenue and flat full‑year sales at €6.24 billion, missing analysts’ €6.3 billion forecast. The earnings release triggered a share plunge of up to 21%, marking the company’s worst trading day. Management highlighted an industrial‑AI...
Teradata Tops Expectations on Public Cloud Momentum and Its Stock Surges
Teradata reported fourth‑quarter earnings of $0.74 per share, well above the $0.54 consensus, and revenue of $421 million, a 3% year‑over‑year increase. Recurring revenue now represents 87% of total sales, while public‑cloud annual recurring revenue jumped 15% to $701 million. The company...
SiriusXM Rebounds in Q4 Subscribers
SiriusXM’s Q4 earnings showed flat revenue year‑over‑year but a notable subscriber rebound, with 110,000 new self‑pay users offsetting a full‑year loss of 301,000. Monthly churn among self‑pay customers improved, falling to 15% from 16% YoY, leaving the company with a...
Omega Execs Tout Nursing Home Operator Credit Quality, Predict Strong 2026, Offer Genesis Sale Updates
Omega Healthcare Investors reported a stronger‑than‑expected fourth‑quarter 2025, posting EPS of $0.55 versus the $0.49 consensus and adjusted FFO of $0.80 per share, beating estimates. The REIT lifted its 2026 AFFO outlook to $3.15‑$3.25 per share, slightly above analyst expectations....
Data and Functionality Signaled Chubb’s Strong 4Q Underwriting Income
Chubb posted fourth‑quarter earnings of $7.52 per share, comfortably beating FactSet’s $6.77 consensus. The insurer’s combined ratio improved to 81.2%, well under the 84.4% estimate, driving record underwriting profitability. Investment income surged, helped by a bond‑heavy portfolio and a favorable...
Take-Two Raises Outlook, Expects Record FY2027 Net Bookings Driven by GTA 6
Take‑Two Interactive reported third‑quarter FY2026 net bookings of $1.76 billion, a 28% year‑over‑year increase, driven largely by recurrent consumer spending that now represents 76% of total bookings. GAAP net revenue rose to $1.70 billion while the operating loss narrowed to $92.9 million. The...