Procore Technologies reported Q4 FY2025 revenue of $349 million, a 15.6% year‑over‑year increase, and a non‑GAAP operating margin of 15%. The company added 2,700 $100,000‑plus ARR customers, now representing 66% of total ARR, and saw free cash flow rise 69% to $90 million. Guidance for FY2026 projects $1.49‑$1.494 billion revenue with 17.5‑18% margin and a 19% free‑cash‑flow margin. Management highlighted AI‑driven product bundles, a FedRAMP authorization, and a major U.K. hyperscaler win as growth catalysts.
Navitas Semiconductor reported Q3 2025 results that met guidance, but highlighted a decisive strategic shift called Navitas 2.0. The company is deprioritizing its low‑margin mobile business, especially in China, and reallocating resources toward high‑power markets such as AI data centers,...
Vanda Pharmaceuticals reported a 9% rise in total revenue to $216.1 million for 2025, driven primarily by a 24% jump in Fanapt sales and a successful bipolar disorder launch. The company secured FDA approval for tradipitant (Nirius) for motion‑sickness prevention, marking...
CareDx reported Q4 2025 revenue of $108.4 million, up 25% year‑over‑year, propelled by testing services and a 47% surge in patient‑digital solutions. Adjusted EBITDA fell 34% because of a $6.7 million one‑time executive bonus, while cash balances reached $201 million and the company...
First Solar reported record 2025 module shipments of 17.5 GW, a 24% increase year‑over‑year, and net sales of $5.2 billion at the top of its guidance range. Gross margin fell to 41% from 44% due to tariff costs and under‑utilized overseas plants,...
DigitalOcean reported Q4 2024 revenue of $205 million, a 13% year‑over‑year increase, and lifted net dollar retention to 99%, with core cloud services hitting 100% retention for the first time since mid‑2023. Higher‑spend "Scalers+" customers grew 17% in count, contributed 22%...
Verra Mobility reported Q3 2025 revenue of $262 million, up 16% year‑over‑year, and adjusted EBITDA of $113 million, delivering a 44% margin. Growth was powered by a 28% surge in Government Solutions revenue, highlighted by a 46% jump from the New York City red‑light camera...
AbCellera Biologics reported a transformative 2024, shifting from a partnership platform to a clinical‑stage biotech. The company advanced two internal antibody programs, ABCL635 and ABCL575, toward CTA filings in Q2 2025 and highlighted a $800 million liquidity position. It outlined a...
Henry Schein reported $3.4 billion in Q4 2025 sales, a 7.7% increase and the strongest growth in over three years. Non‑GAAP operating margin held at 7.42% while cash flow from operations jumped to $381 million. Cloud‑based Dentrix Ascend reached over 11,000 subscribers,...
Flywire reported Q4 2024 revenue of $112.8 million, a 17.4% year‑over‑year increase, and adjusted EBITDA that rose roughly 700 basis points, meeting the midpoint of its guidance. The company highlighted strong growth in its travel vertical—over 50% organic expansion making it...
Harmony Biosciences reported $714.7 million net product revenue for 2024, a 23% year‑over‑year increase, with Q4 sales of $201.3 million driven largely by its flagship narcolepsy drug Wakix. The company announced a generic settlement with Novogen that postpones competition until at least...
American Well Corp (AHCO) reported Q4 2025 revenue of $55.3 million, a 22.1% YoY decline, as the company completed its pivot from a multi‑product telehealth provider to a pure SaaS platform. Subscription revenue now represents 53% of total revenue, reflecting...
Red Hat announced the January and February 2026 batches of validated AI models alongside the Red Hat AI 3.3 release. The collections feature frontier‑class reasoning, multimodal, and NVFP4‑quantized models packaged as ModelCar OCI containers for seamless deployment. Validation delivers hardware‑specific performance baselines, integrity...
Cytokinetics announced rapid global regulatory clearance for MYCorzo, securing FDA, China NMPA, and European Commission approvals within a single week. The company launched the drug in the U.S. with over 700 REMS‑certified physicians and more than 12,000 customer engagements in...
Fidelity National Information Services (FIS) posted Q4 2025 adjusted revenue of $2.7 billion, up 6.3% year‑over‑year, and lifted its full‑year revenue growth outlook to 5.4‑5.7%. Adjusted EBITDA margin expanded to 41.8% with a sequential 200‑basis‑point improvement, while free cash flow conversion...
Iovance Biotherapeutics reported third‑quarter product revenue of about $68 million, a 13% sequential increase, driven primarily by $58 million in Amtagvi sales and $10 million in Proleukin revenue. Gross margin improved to roughly 43% after a restructuring that cut cost of sales by...
Pacific Biosciences reported Q4 2025 revenue of $44.6 million, a 14% year‑over‑year increase, driven by record consumable sales and higher Vega system placements. Consumables generated $21.6 million, up 15% YoY, pushing non‑GAAP gross margin to 40% for the quarter and the full...
Clean Energy Fuels reported adjusted EBITDA of $67.6 million for 2025, topping the high end of its $65 million guidance despite the loss of alternative fuel tax credits. GAGA loss widened to $222 million, mainly from non‑cash interest charges tied...
In 2026 AI leaders face a shift from building models to managing the cost of running them at scale. Fragmented cloud stacks create hidden expenses through data egress, idle compute, and the engineering "glue" needed to keep services synchronized. Upsun...
Day One Biopharmaceuticals reported a breakout 2025, with Ojemda generating $155.4 million in net product revenue—a 172% year‑over‑year increase—and over 4,600 prescriptions. The company achieved its first profitability milestone as Ojemda’s revenue exceeded combined cost of sales and SG&A, while ending...
Fulcrum Therapeutics reported a strong fourth‑quarter, posting $1.51 billion in revenue, a 28% year‑over‑year increase, and a full‑year 2025 revenue of $5.14 billion, up 21%. Core product sales accelerated, led by Jakafi’s $828 million Q4 revenue and Opsilura’s 28% sales jump to $207 million....
Fastly is rolling out private notifications for security‑related maintenance and incidents, delivered through an SSO‑protected status page and direct Slack alerts. The new system provides service‑specific, detailed updates that remain hidden from the public internet, mitigating information‑leak risks. Integration with...
Fastly Object Storage has doubled its global footprint by adding five new regions—us-central-1, uk-east-1, eu-south-1, jp-central-1, and au-east-1—to its existing network. The expansion targets lower latency and egress‑free data delivery for developers building edge‑centric applications. Fastly also highlights regional redundancy,...
Marqeta reported Q4 2024 total processed volume (TPV) of $80 billion, a 29% year‑over‑year increase, and net revenue of $136 million, up 14%. Adjusted EBITDA turned positive at $13 million, delivering a 9% margin, marking the company’s first profitable quarter. The firm announced...

Harness announced the general availability of its Artifact Registry, a unified platform that combines artifact storage, security scanning, and governance within the CI/CD workflow. The service supports a wide range of formats—including Docker, Helm, Python, npm, Go, NuGet, Conda, and...
BridgeBio Pharma reported Q4 2025 revenue of $120.7 million, a surge driven primarily by Attruby net product sales of $108.1 million and expanding royalty streams. The company announced statistically significant Phase III readouts for BBP-418 in limb‑girdle muscular dystrophy and...

Observability and monitoring are often conflated, but they serve distinct purposes. Monitoring continuously watches predefined metrics and alerts when thresholds are breached, providing real‑time detection of outages or performance degradation. Observability goes deeper, aggregating metrics, logs, and traces to infer...
Ceribell reported a 34% year‑over‑year revenue increase to $24.8 million in Q4 2025, reaching $89.1 million for the full year. Gross margins remained high at 87% for the quarter, with a cash balance of $159.3 million, while net loss widened to $13.5 million due...
Tigo Energy reported Q3 2025 revenue of $30.6 million, up 115% year‑over‑year and 27% sequentially, driven by a 68% jump in U.S. sales and strong repowering demand. The company returned to GAAP operating profitability with $0.6 million operating income and...
Researchers have demonstrated a new class of multiferroic tunnel junctions (MFTJs) built entirely from van der Waals (vdW) stacked two‑dimensional crystals. By integrating ferromagnetic Fe3GeTe2 (F3GT) with ferroelectric CIPS and In₂Se₃ layers, the devices exhibit both tunnel magnetoresistance and electroresistance...
Microsoft is embedding its AI assistant Copilot deeply into Windows 11 and Microsoft 365, positioning the feature as a core productivity tool. The FTC has opened an antitrust investigation, probing whether the bundling of AI with the operating system and...
Global Industrial reported Q2 2025 revenue of $358.9 million, up 3.2% year‑over‑year, and posted a record gross margin of 37.1%, a 190‑basis‑point improvement. Operating income reached $33.5 million, lifting operating margin to 9.3% as strategic accounts drove growth while smaller...

The Australian Education Department has created a new working group to streamline higher‑education regulation. Co‑chaired by Secretary Tony Cook and Universities Australia, the group includes regulators, peak bodies, unions and student representatives. Its mandate is to identify practical, commonsense actions,...

OpenAI’s new Realtime API introduces a WebSocket‑based mode that streams audio directly to GPT‑4o, collapsing the traditional STT‑LLM‑TTS chain into a single, stateful connection. The protocol delivers full‑duplex communication, allowing the model to listen and speak simultaneously while maintaining session...

Episode 135 features Gauge’s Caelean Barnes discussing how artificial intelligence is reshaping SEO. Barnes explains Gauge’s AI‑driven keyword research, content optimization, and SERP forecasting tools. He shares case studies showing traffic lifts of 30‑50% after implementing AI recommendations. The episode...
In January 2026 Iran imposed a nationwide internet blackout that remains heavily filtered, coinciding with a violent crackdown on protesters and attacks on hospitals. The shutdown has crippled emergency medical coordination, tele‑medicine, and public‑health reporting, contributing to thousands of preventable...
X announced new anti‑AI‑bot measures, including user‑added tags for AI‑generated posts and upgraded detection tools, while simultaneously promoting its Grok chatbot across the platform. Head of product Nikita Bier emphasized the need to protect the “human pulse” of X from synthetic...

The 2025 CSBS Annual Survey reveals community banks are feeling heightened pressure from non‑bank competitors, especially in payments and wealth‑management services, while deposit‑rate volatility forces more aggressive pricing. Cybercrime emerges as the top internal risk, with card and identity fraud...

India reaffirmed its commitment to digital health at the IGSTC Strategic Conclave 2026, spotlighting telemedicine advancements for the Armed Forces and the broader public. The event announced expanded collaboration with Germany and highlighted the integration of telehealth into the Ayushman...
The Philippines is accelerating digital transformation in both domestic and overseas services. Quezon City’s QCitizen ID program surpassed 1.5 million registrations, offering a QR‑enabled, four‑category identity card that streamlines health, education, and welfare access. Meanwhile, the Department of Migrant Workers signed...

Malaysia’s Ministry of Foreign Affairs unveiled a 2026‑2030 strategic plan that places digital capability, science and innovation at the core of its diplomatic agenda. The eight‑thrust framework embeds technology cooperation into bilateral and multilateral engagements, targeting the digital economy, renewable...
The University of Iowa Health Care has proposed a $12 million renovation of its downtown radiology department. The plan replaces end‑of‑life CT and nuclear medicine scanners and adds two new CT units plus a cardiac camera. The upgrade targets faster patient...

The MarkTechPost tutorial shows how to construct a production‑grade customer‑support automation pipeline with Griptape, combining deterministic Python tools and an LLM‑driven agent. Custom tools handle PII redaction, ticket categorization, priority scoring, SLA assignment, and escalation payload creation before any language...

Security firm Oversecured scanned ten Android mental‑health apps with more than 14.7 million combined installs and uncovered 1,575 vulnerabilities. The flaws include 54 high‑severity and 538 medium‑severity issues such as insecure intent handling, plaintext API keys, and weak random number generation....

WinDC has teamed up with Indigenous‑led MSP Yirigaa to roll out modular, high‑density AI data centres powered by renewable energy at generation sites across regional Australia. The partnership couples WinDC’s zero‑scope‑2 emissions compute modules with Yirigaa’s ISO‑27001‑certified workforce, delivering training,...
Researchers at Washington University in St. Louis have engineered muscle‑inspired protein fibers using synthetic biology, creating filamin‑based threads that combine high tensile strength, toughness, damping and shape‑memory. By growing genetically modified microbes in bioreactors, they achieved higher protein yields and...

A new ACT survey shows that more than two‑thirds of independent agencies intend to increase AI use within the next 12 months, yet only 8% currently have AI embedded in daily workflows. Operational efficiency (60%) and staff productivity (52%) drive...
IonQ has been named an eligible contractor for the Missile Defense Agency’s SHIELD IDIQ contract, a multi‑year procurement vehicle with a $151 billion ceiling. The selection positions IonQ among more than 2,400 firms competing for future task orders that support rapid,...

Chinese AI startup DeepSeek is set to launch its V4 model, following the market‑shaking debut of V3 last year. V3’s release knocked the Nasdaq composite down 3% and sent Nvidia shares tumbling 17%, wiping out roughly $600 billion in value. Analysts...
Anthropic disclosed that three Chinese AI labs—DeepSeek, Moonshot AI and MiniMax—used roughly 24,000 fraudulent accounts to conduct over 16 million interactions with its Claude models, targeting reasoning, coding and tool‑use capabilities. The coordinated distillation attacks extracted large‑scale training data, effectively stealing...