The pending $145 million sale of the Video business to MediaKind marks a decisive pivot to a pure-play broadband model, simplifying operations and aligning resources toward high-growth infrastructure opportunities. Record quarterly bookings of $346.9 million were driven by multiyear contracts and significant international diversification, resulting in a 3.5 book-to-bill ratio. Customer diversification accelerated as Rest-of-World revenue grew 33% year-over-year, now representing 41% of total broadband ...

indie Semiconductor, Inc. Q4 2025 Earnings Call Summary - Moby Strategic Performance and Market Dynamics indie's fourth quarter revenue reached $58 million, exceeding the midpoint of the company's outlook and representing sequential growth of approximately 8%. Management attributes long-term growth to the structural transformation of ADAS from premium options to standardized safety features across all vehicle classes. The company is pivoting its automotive sensing technology into the humanoid roboti ...

Performance was constrained in Q4 by slower-than-expected processing of China export permits, despite robust underlying demand for substrate materials. The AI infrastructure build-out is fueling a massive upgrade cycle in data centers, driving indium phosphide backlog to a record high of over $60 million. Management is executing a rapid capacity expansion, having already added 25% more capacity since October with plans to double Q4 2025 levels by year-end 2026. Strategic vertical integration through ...

Achieved a $1 billion annual revenue milestone, validating a business model centered on long-term service provider partnerships rather than seat-based SaaS pricing. Performance attribution shifted toward ARPU expansion in the core residential segment, driven by higher-tier video analytics and remote monitoring adoption. Diversification efforts reached a critical mass, with commercial and energy businesses now contributing 25% of total SaaS revenue and growing 25% year-over-year. EnergyHub's growth w ...

Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. US equities experienced solid returns in 2025, with double-digit gains across all major indices. A copy of the letter can be downloaded here. In 2025, the Conestoga Micro Cap Composite met its purpose of preserving capital during negative market returns and capturing upside during strong market returns. Micro Caps faced significant volatility in 2025. During the course of events, Conestoga Micro Cap Co ...

Core Insights - Conestoga Capital Advisors reported solid returns in US equities for 2025, with double-digit gains across all major indices [1] - The Conestoga Micro Cap Composite returned -1.91% net of fees in Q4 2025 and 16.24% for the full year, underperforming the Russell Microcap Growth Index [1] Company Overview: Alpha Teknova, Inc. (NASDAQ:TKNO) - Alpha Teknova, Inc. is a biotechnology company that provides critical reagents for the development of biopharmaceutical products [3] - As of February 19, 2026, Alpha Teknova's stock closed at $2.09 per share, with a one-month return of -37.05% and a 52-week loss of 71.95% [2] - The company has a market capitalization of $111.876 million [2] Performance and Market Indicators - Alpha Teknova reported a solid quarter, with positive leading indicators in end markets driven by biotech funding and growth with large pharmaceutical companies [3] - Despite positive indicators, these have not yet translated into sales, leading to a cautious investor sentiment regarding early-stage biotech funding [3] Hedge Fund Interest - Alpha Teknova is not among the 30 most popular stocks among hedge funds, with 12 hedge fund portfolios holding the stock at the end of Q3 2025, an increase from 11 in the previous quarter [5] - While the potential of Alpha Teknova as an investment is acknowledged, certain AI stocks are considered to offer greater upside potential and less downside risk [5]

Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. US equities experienced solid returns in 2025, with double-digit gains across all major indices. A copy of the letter can be downloaded here. In 2025, the Conestoga Micro Cap Composite met its purpose of preserving capital during negative market returns and capturing upside during strong market returns. Micro Caps faced significant volatility in 2025. During the course of events, Conestoga Micro Cap Co ...

National average rates for second mortgage home equity loans and lines of credit are nearing 7%, their lowest point since late 2022. Over the years, your home has grown in value. Now you can access that equity at very favorable interest rates. HELOC and home equity loan rates: Friday, February 20, 2026 According to real estate analytics firm Curinos, the average HELOC rate is 7.23%. The national average rate on a home equity loan is 7.44%. Rates are based on applicants with a minimum credit score of 780 ...

This week, mortgage rates hit their lowest point since September 2022. According to Freddie Mac, the average 30-year fixed rate fell eight basis points to 6.01%. The 15-year fixed-rate dropped nine basis points to 5.35%. With rates falling, purchase and refinance demand will grow. If you will be getting a new home loan soon, whether to buy or refi, it might be time to start lining up lenders to get your best offer. Current mortgage rates Here are the current mortgage rates, according to the latest Zill ...

US stock futures slid on Friday as investors digested economic data that showed US economic growth cooling in the fourth quarter, while the Fed's favored inflation gauge heated up to end last year. Wall Street also kept an eye out for US-Iran tensions, private credit jitters, and a potential Supreme Court tariff decision. Contracts on the S&P 500 (ES=F) moved down roughly 0.3%, while Dow Jones Industrial Average futures (YM=F) fell 0.2%, coming off the end of a three-day winning streak on Thursday. Nasdaq ...