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Inseego Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-20 03:07
For the full year 2025, Inseego reported revenue of $166.2 million , non-GAAP gross margin of 43% , and Adjusted EBITDA of $20.1 million (a 12.1% margin). Gatoff said the full-year gross margin level was the highest, on an apples-to-apples basis, in more than a decade.Non-GAAP operating expenses: $17.0 million, or 35% of revenue, reflecting investments in sales and marketing and R&D to support Tier 1 execution and new product launches.Gatoff said Q4 revenue was driven by higher mobile volumes, increased cha ...
indie Semiconductor Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-20 03:07
McClymont also emphasized growing interest in humanoid robotics, saying the market is moving from labs to industrial and real-life applications. He said indie’s radar, vision, and interface technologies “align perfectly” with humanoid sensing requirements, adding that the company is already seeing adoption of its solutions by industry leaders in the U.S. and China. As examples, he said indie’s vision products have been deployed by Figure AI and Unitree.CEO and co-founder Don McClymont said the automotive ma ...
ICU Medical Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-20 03:07
Core Insights - ICU Medical reported fourth-quarter 2025 revenue of $536 million, achieving 2% organic growth and 5% organic growth for the full year, with record performance in consumables and infusion systems [4][7] - The company delivered adjusted EBITDA of $98 million and adjusted earnings per share of $1.91, with gross margins remaining above 40% [3][7] - The 2026 outlook anticipates low- to mid-single-digit organic growth, adjusted EBITDA of $400–430 million, and adjusted EPS of $7.75–8.45, with a focus on improving free cash flow to reduce debt [5][15] Financial Performance - Adjusted SG&A expenses were reported at $113 million, and adjusted R&D expenses were $21 million, totaling adjusted operating expenses of $134 million, which is 25% of revenue [1] - The adjusted gross margin for the quarter was 40.5%, consistent with prior guidance of 40% to 41%, impacted by $11 million in tariff expenses [2][7] - Adjusted EBITDA declined 7% year-over-year from $106 million, primarily due to the deconsolidation of IV Solutions and tariff impacts, representing a $25 million EBITDA headwind [7] Business Segments - Consumables revenue grew 6% reported and 5% organic in Q4, with full-year growth of 7% reported and 6% organic, driven by strong demand in infusion consumables and oncology [8] - Infusion systems revenue increased 3% reported and 1% organic in Q4, with expectations of mid-single-digit organic growth in the near term [16] - Vital Care experienced a 6% organic decline and a 35% reported decline due to the IV Solutions deconsolidation, with management focusing on discontinuing loss-making SKUs [16] Regulatory and Integration Updates - The company closed a broad FDA warning letter related to Smiths Medical and completed major manufacturing and ERP integrations, which are expected to unlock synergies [6][11] - ICU Medical is pursuing 510(k) clearances for key products, including the Medfusion 5000 syringe pump and LifeShield software, as part of its strategy to enhance product offerings [10] 2026 Guidance and Strategic Focus - The company projects full-year adjusted gross margin of around 41%, with improvements expected throughout the year, despite manufacturing inflation and tariff expenses [14] - Free cash flow is expected to improve in 2026, with a focus on debt reduction and a long-term leverage target of 2x by early 2027 [18] - Management indicated that any strategic moves would need to avoid value destruction, particularly in the Critical Care segment, which is seen as less synergistic [19]
A Full-Time Mom Got $1.3M In A Divorce Settlement, But $8K Rent In California Is Still Too Much. 'It Almost Feels Illegal'
Yahoo Finance· 2026-02-20 03:00
A newly single mom in Irvine, California, thought a $1.3 million divorce settlement would provide stability after what she described as a “really hellacious divorce.” Instead, she found herself staring at an $8,000 monthly rent bill that had her saying, “It almost feels illegal.” She called into “The Ramsey Show” recently to ask what to do next. Irvine Prices Don’t Care About Divorce Settlements Karen, a full-time mom with two teenagers at home, finalized her divorce after five years of legal battles. ...
Con Edison Earnings Climb as Infrastructure Spend Ramps Up
Yahoo Finance· 2026-02-20 03:00
Consolidated Edison posted net income for common stock of $2.02 billion, or $5.66 per share, for 2025, up from $1.82 billion, or $5.26 per share, in 2024. On an adjusted basis, earnings rose to $5.70 per share from $5.40 a year earlier. The utility’s performance was underpinned by rate base growth at its core subsidiaries - Consolidated Edison Company of New York (CECONY) and Orange and Rockland Utilities (O&R) - as well as continued infrastructure investment tied to grid reliability and clean energy inte ...
Warner Bros Rejects Paramount's Latest Bid But Gives David Ellison's Firm A Week To Submit 'Best And Final' Offer— WBD, PSKY Stock Up Before The Bell
Yahoo Finance· 2026-02-20 02:30
Warner Bros. Discovery (NASDAQ:WBD) on Tuesday rejected the latest hostile takeover bid from Paramount Skydance (NASDAQ:PSKY), giving the David Ellison-led company until February 23 to submit its "best and final offer." This offer can be matched by Netflix Inc. (NASDAQ:NFLX) under the terms of the merger agreement, Warner Bros said in a statement. In the pre-market trading session on Tuesday, shares of Warner Bros. Discovery and Paramount climbed 2.72%, each, while Netflix was trading 0.70% higher at last ...
Harmonic Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-20 02:10
For the fourth quarter, Harmonic reported Broadband revenue of $98.2 million , which management said represented 9% sequential growth and came in above the company’s guidance range of $85 million to $95 million. Jankovic said the revenue upside reflected strong bookings and service deployments during the quarter.Ben-Natan added that the Video business, now classified as discontinued operations, exceeded expectations in the fourth quarter for both revenue and profitability. Management reiterated the planned ...
Guardant Health Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-20 02:10
Adjusted EBITDA loss narrowed to $64.9 million in Q4 from $78.4 million in the prior-year quarter. For the full year, adjusted EBITDA loss improved to $220.9 million versus $257.5 million in 2024.Management attributed the performance to “broad-based growth” across oncology, screening, and the biopharma and data segment. The company reported non-GAAP gross margin of 66% in Q4, up from 63% a year earlier, and 66% for the full year, up from 62% in 2024.Guardant said total revenue increased 39% year over year t ...
Five9 Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-20 02:10
Five9 reported fourth-quarter total revenue of $300 million, up 8% year-over-year. Subscription revenue, which made up 82% of total revenue, grew 12% year-over-year in Q4, which management said was an acceleration versus prior trends. Burkland said enterprise AI bookings more than doubled year-over-year and contributed to higher backlog, while enterprise AI annual run-rate revenue surpassed $100 million in the quarter.Burkland said Five9 grew from roughly $10 million in annual revenue to a “$1.2 billion run ...
Dropbox Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-20 02:10
Tennenbaum said the company’s revenue outperformance versus guidance was driven “primarily by retention improvements across our self-serve SKUs.” Total ARR ended the quarter at $2.526 billion, down 190 basis points year-over-year. Excluding FormSwift, ARR was down 30 basis points year-over-year, with FormSwift representing a 160 basis point headwind to ARR.Chief Financial Officer Ross Tennenbaum, who joined Dropbox in December and delivered his first earnings call in the role, reported fourth-quarter revenu ...