Today's Finance Pulse
Autodesk to acquire MaintainX for $3.6B, expanding into operations software
Autodesk announced a $3.6 billion purchase of MaintainX, a leader in operational‑phase software for the built environment. The deal extends Autodesk’s portfolio from design and manufacturing into ongoing building operation, creating an end‑to‑end data loop. CEO Andrew Anagnost said the acquisition unlocks a $40 billion total addressable market.
Also developing:
By the numbers: Pemberton Asset Management closes $3.7B fourth vintage fund
GitLab Inc (GTLB) Q4 2026 Earnings Call Transcript
GitLab reported record annual recurring revenue (ARR) surpassing $1 billion and full‑year revenue of $955 million, a 26% increase year over year. The fiscal fourth quarter delivered $260 million in revenue, 23% growth, and a non‑GAAP operating margin of 20.5%, beating guidance. Management highlighted the launch of the Duo Agent Platform with usage‑based pricing and announced a $400 million share repurchase program. Fiscal 2027 guidance projects 15‑17% revenue growth but notes margin pressure from a higher SaaS mix and ongoing challenges in price‑sensitive and public‑sector segments.
Evolus Inc (EOLS) Q4 2025 Earnings Call Transcript
Evolus Inc. reported fourth‑quarter 2025 net revenue of $90.3 million, a 14% year‑over‑year increase, and full‑year revenue of $297.2 million, marking a sixth consecutive double‑digit growth year. Jeuveau drove the bulk of sales, achieving over 14% U.S. market share, while the newly...
Webtoon Entertainment Inc (WBTN) Q4 2025 Earnings Call Transcript
Webtoon Entertainment reported Q4 2025 revenue of $330.7 million, a 4.1% decline, while full‑year revenue rose 3.9% to $1.4 billion. The quarter’s net loss ballooned to $336.5 million, driven primarily by a goodwill impairment tied to Wattpad. A strategic milestone was Disney’s...
Gran Tierra Energy Inc (GTE) Q4 2025 Earnings Call Transcript
Gran Tierra Energy reported Q4 2020 production of roughly 23,000 barrels of oil per day while sharply curbing costs, cutting operating expenses 39% to $145 million. The company achieved a 133% proved‑developed‑producing reserve replacement ratio and a 1P net present value...
Hyster-Yale Inc (HY) Q4 2025 Earnings Call Transcript
Honeywell reported a strong fourth‑quarter 2025, with organic orders up 23% and a record backlog exceeding $37 billion. Organic sales rose 11% (6% excluding the Bombardier agreement) and adjusted EPS climbed 17% to $2.90. Free cash flow surged 48% to $2.5 billion,...
Civeo Corp (CVEO) Q4 2025 Earnings Call Transcript
Civeo Corp reported Q3 2025 results that highlighted solid growth in its Australian operations and a marked margin improvement in Canada despite lower revenues. The Bowen Basin village acquisition drove a 7% revenue increase and a 19% rise in adjusted...
Thor Industries Inc (THO) Q2 2026 Earnings Call Transcript
Thermon Group Holdings reported record Q3 fiscal 2026 results, with revenue of $147.3 million, up 10% year‑over‑year, and adjusted EBITDA of $35.66 million, a 12% increase. Gross margin improved to 46.6% and adjusted EPS rose 18% to $0.66. Orders grew...
Investors Welcome Bradesco Healthcare Shakeup
Brazilian financial giant Bradesco announced it will consolidate all of its healthcare holdings into a single, publicly listed division. The restructuring creates a dedicated health platform that will house hospitals, insurance operations, and ancillary services under one corporate umbrella. Investors...
Tax Refunds Are Up Double Digits So Far in 2026, IRS Stats Show
Tax refunds are up more than 10% so far in 2026, with the average refund reaching $3,804, a $351 increase over the previous year. Direct‑deposit refunds rose 8.7% to $3,809, even though the number of returns processed fell about 2%....
Harrow Announces Q4 and Full-Year 2025 Financial Results and 2026 Financial Guidance
Harrow, Inc. reported a record fourth‑quarter revenue of $89.1 million, a 33% rise year‑over‑year, and full‑year 2025 revenue of $272.3 million, up 36% from 2024. The company posted GAAP net income of $6.6 million in Q4 but a net loss of $5.1 million for...
ThredUp Announces Fourth Quarter and Full Year 2025 Results
ThredUp reported fourth‑quarter revenue of $79.7 million, an 18% year‑over‑year increase, and full‑year 2025 revenue of $310.8 million, up 20% YoY. Active buyers rose to a record 1.65 million, a 30% jump, while the loss from continuing operations narrowed to $5.6 million in Q4...
Senseonics Holdings, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results
Senseonics Holdings reported fourth‑quarter 2025 revenue of $14.3 million, a 72% year‑over‑year rise, and full‑year revenue of $35.3 million, up 57% YoY. The company saw 103% new‑patient growth in the U.S., expanded its provider network to 60 inserters, and grew active prescribers...
Geopolitical Shock From Operation Epic Fury Tests Muni Market Resilience
Operation Epic Fury, the U.S.-Israeli campaign against Iran, is driving heightened volatility across global markets. Oil and natural‑gas prices have surged, prompting a risk‑off shift in equities and signaling inflation concerns in bond yields. Municipal bond investors face uncertain supply‑demand...
ISDA/ASIFMA Request Clarifications on RBI IRD Master Directions
On February 11, 2026 ISDA and the Association of Securities and Intermediaries in Financial Markets (ASIFMA) sent a joint letter to the Reserve Bank of India requesting clarification on the RBI’s 2025 Master Direction for Rupee Interest Rate Derivatives. The...
#58463
On February 17, 2026 the OCC adjusted SMX (Security Matters) Public Limited Company options, creating the SMX1 contract. Each SMX1 contract now delivers 20 SMX ordinary shares and a cash‑in‑lieu payment of $16.48, calculated using a $34.338299 per‑share price. The cash portion...
California Bill Would Exclude Military Retirement Pay From State Taxable Income
California’s Senate Bill 1407 proposes eliminating the $20,000 cap on military retirement pay exemptions, allowing veterans to exclude their entire pension and survivor benefits from state income tax. The measure, backed by a bipartisan coalition, aims to reverse a loss...
![How to Improve Your M&A Process Using Agile [Must Read]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://cdn.prod.website-files.com/5a710020b54d350001949426/5e975c0ed4e0eadb8569babe_Artboard%201-100.avif)
How to Improve Your M&A Process Using Agile [Must Read]
Kison Patel’s new book *Agile M&A* proposes a project‑management framework that brings responsiveness, collaboration, and continuous improvement to the traditionally rigid M&A process. In a recent interview, Patel explains how techniques such as backlogs, short stand‑up meetings, and cross‑functional squads...
How DealRoom Pipeline Prevents Deals From Slipping Through the Cracks
DealRoom Pipeline introduces a unified platform for M&A deal management, consolidating emails, documents, notes, and task tracking in one view. The solution offers customizable Kanban or spreadsheet‑style pipelines, allowing teams to filter deals by priority, region, or financial metrics. Integrated...
TPM26: Iran Conflict Puts New Risk on US Economic Growth: Yellen
Former Treasury Secretary Janet Yellen warned that the Iran‑Israel conflict threatens to choke oil flows through the Strait of Hormuz, sending crude futures to their highest level in over a year. Higher energy prices could lift inflation and undermine the...
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When to Work With Private Sellers Versus Advisors in M&A
National Express has completed roughly 30 acquisitions of family‑owned transportation firms, largely by contacting private sellers directly. The company balances the benefits of broker‑mediated deals—more organized processes—with the flexibility of unrepresented negotiations, where early valuation ranges help manage inflated seller...
Consark Unveils Its Noa Suite of Autonomous AI Agents for Finance Operations
Consark.ai announced the Noa suite, a collection of autonomous AI agents that continuously prepare and execute financial close, reconciliation, and variance analysis tasks. The agents ingest structured data, apply accounting routines, draft journal entries and explanations, and present outcomes for...
8 Tax Pitfalls to Avoid When Expanding Your U.S. Startup Overseas
The article outlines eight tax pitfalls U.S. startups face when expanding overseas, from permanent‑establishment risks to state‑tax nexus. It explains how U.S. worldwide taxation, foreign filing obligations, and local sales taxes can generate unexpected liabilities. Early strategic planning and specialist...
Fiber Network Provider Fidium's Latest Master Trust Issuance Raises $664.6 Million
Fiber provider Fidium launched a $664.6 million asset‑backed securities program, issuing three tranches (A‑2, B, C) slated to close on March 31. The trust holds conduits, cables, equipment and contracts covering about 351,000 subscribers across eight states, with Maine, New Hampshire and Texas...
L3Harris Appoints New CFO as Firm Prepares to Spin Off Missile Business
L3Harris announced that Kenneth Sharp, former Peraton finance chief, will assume the role of chief financial officer on March 16, succeeding Ken Bedingfield. Bedingfield will concentrate on the company’s Missile Solutions segment as it prepares for a late‑2026 spin‑off and...
BNP Paribas: ‘Alternative” Evergreen Structures Attract Institutional Investors
BNP Paribas highlights the growing appeal of alternative evergreen structures, such as run‑off evergreens and rolling‑vintage umbrella funds, among institutional investors. These vehicles differ from traditional closed‑end drawdown funds by allowing continuous capital commitments and periodic vintage refreshes. The bank...
Amazon Seller Wallet Launches in Europe
Amazon has launched its Seller Wallet in seven European marketplaces—Germany, France, Italy, Spain, Belgium, Ireland and the Netherlands—extending the U.S.‑originated tool that consolidates earnings and payout scheduling. The service lets sellers hold balances in euros or U.S. dollars, view real‑time...
New SPACs: RMG ML Sports Holdings (SHOTU), Mercator Acquisition Corp. (MRCOU) File for IPOs
RMG ML Sports Holdings and Mercator Acquisition Corp have each filed S‑1 registration statements to launch new special purpose acquisition companies (SPACs). RMG ML Sports will trade under the ticker SHOTU and focuses on sports‑media and technology investments, while Mercator...
HGGC Leverages Strong Distributions for Oversubscribed Fund V
HGGC announced that its fifth fund, Fund V, was oversubscribed, driven by a strong track record of returning capital to investors. The firm highlighted that over the past two to three years it has distributed significant cash back to limited...
Strategy Makes Largest Bitcoin Purchase Since January
Strategy, formerly MicroStrategy, announced a $204.1 million purchase of 3,015 Bitcoin on March 2, marking its largest acquisition since January. The buy raises the firm’s total holdings to 720,737 BTC, cementing its position as the world’s biggest corporate Bitcoin holder. In parallel,...
CEE FX: Forint and Lira Seen Under Pressure – ING
ING analyst Frantisek Taborsky warns that Central and Eastern European (CEE) currencies, especially the Hungarian forint and Turkish lira, will feel downward pressure as an Iran‑related energy shock pushes oil and gas prices higher and strengthens the US dollar. The...
Nedbank Wins Regulatory Approval To Take Majority Stake In Kenya’s NCBA
Nedbank has secured regulatory clearance to acquire a 66% controlling stake in Kenya’s NCBA for $855.5 million, marking one of the largest cross‑border banking deals in recent African history. The acquisition gives Nedbank access to NCBA’s $5.4 billion in assets, more than...
SEDEMAC Raises ₹325.9 Cr From Anchor Investors
SEDEMAC Mechatronics secured ₹325.9 crore from anchor investors at the top of its ₹1,287‑₹1,352 price band, allocating 24.10 lakh shares. The anchor tranche was 68% held by domestic mutual funds, while the OFS‑only IPO totals ₹1,087 crore and targets a valuation of about...
Finding Value in Numbers With Ehsan Ehsani – The Special Situations Report Episode 56
Episode 56 of the Special Situations Report features Ehsan Ehsani, executive director at Crescendo Partners and Columbia Business School adjunct, promoting his new book "Finding Value in Numbers." The interview delves into quantitative investing tools, the Kelly Criterion for portfolio...
Mercury's Paid Personal Account Signals Fintech’s Subscription Shift
Mercury charges for a bank account while others give it away. Immad Akhund explains why Mercury Personal targets the mass affluent—and what that says about fintech’s next fight. (0:00) Why Charge for a Bank Account Now? (0:23) Akhund: Who’s the “Mass Affluent”? (0:56)...
FACC Achieves Highest-Ever Annual Revenue, Significant EBIT Increase in 2025 Review
FACC reported record 2025 revenue of €984.4 million, an 11.3% increase over the prior year, while EBIT surged 49.4% to €42.3 million, lifting the margin to 4.3%. The gains stem from the CORE efficiency program and the newly operational Croatia plant, which...
What Do Rising Oil Prices Mean for You?
Oil prices surged after US‑Israeli air strikes on Iran and the killing of Ayatollah Khamenei, pushing Brent crude above $80 a barrel. The conflict threatens the Strait of Hormuz, a chokepoint for roughly 20% of global oil, adding a risk...
Fidelity: Position Portfolios for Resiliency to Navigate Volatility
Fidelity’s Q4 2025 portfolio review of 3,371 advisor‑constructed accounts shows a heavy tilt toward equities, with 72 % of assets in stocks and only 23 % in bonds. U.S. equities dominate the equity sleeve at 79 % and ETFs feature in 59 % of...
Rachel Reeves's Spring Statement – Live Analysis and Commentary
Chancellor Rachel Reeves delivered the 2026 Spring Statement, largely a fiscal update with no new policy announcements. The OBR’s latest outlook shows welfare spending climbing to £407 billion by 2031 and fiscal headroom expanding to £23.6 billion by 2029/30. Unemployment is projected...
Assess IT Spend ROI Amid AI‑Driven FinOps
Are you getting a return from your IT investments or just burning cash? Tomorrow, I'll be participating in a webinar with @Apptio and SunStream Business Services about the realities of FinOps in a dynamic market. Apptio will share its latest...
Blackstone’s Jon Gray Offers SaaS Loans at 98¢
it’s your promotion year at Blackstone and Jon Gray calls and asks if you wanna buy some SaaS loans at 98 cents: https://t.co/7xdf7c8YNt https://t.co/CvnV13BVpL
Wall Street Rebounds as Oil and Gold Retreat
Is the market already done with the US-Iran war? Wall Street erased early losses while gold and crude oil recoiled from panic highs. Now what? #OilPrices #Crude #Iran #IranWar #stockmarkets #Dollar #Macro https://t.co/sUv93zfPtT
Databricks Files Audited GAAPs, Signals IPO Preparation
Databricks today disclosed audited GAAP financials. That's the sort of thing a company does when it's prepping to go public.
Earn Fixed Income on Payroll with Rise
Excited for the @Rise_Pay team and especially excited for their customers. Now if you get payroll paid via Rise, you automatically start earning a fixed income % on that balance, putting your money to work for you better.
Block’s 40% Cuts Dwarfed by Bigger Tech Layoffs
To put Block's 40% layoff in perspective... Here are the largest single layoffs by a public tech company: https://t.co/RIuZwREhhC
Musk's X, XAI to Repay $
*ELON MUSK'S X, XAI PLAN TO PAY BACK $17.5 BILLION OF DEBT Looks like private credit* is good again *actually BSL but the media gets it wrong all the time so who cares
First Round Capital Offers Year-End Funding Options
Chris, saw that First Round Capital is backing startups and helping them grow. Any chance your business could make use of some capital options towards the end of the year?
Mortgage Rates Surge After Iran Strike, Ending Recent Decline
#Mortgage rates jump sharply higher after Iran strikes, reversing last week's decline https://t.co/O08aG0nWf9 @mortgagenewsmnd #realestate #realestateinvesting
Tokenized Gold Offers Safe‑Haven Access During Market Closures
Tokenized gold provided access to a safe-haven asset when traditional exchanges were closed this weekend. My research paper updated today. @DukeFuqua @RA_Insights https://t.co/yA7PGaTTgf
Berkshire Will Buy Back Shares Below Intrinsic Value
Greg Abel: "Share repurchases are another important capital allocation option. We will buy back Berkshire shares when they trade below our estimate of intrinsic value, conservatively determined, ensuring that repurchases enhance per-share value for continuing owners."