Key Takeaways CYBR posted Q1 ARR of $1.22B, with $46M in net new ARR driven by rising subscriptions and platform use. Subscription ARR hit $1.03B, now nearly 85% of total ARR, underscoring financial stability and growth. New AI tool Secure AI Agent and major machine identity deals highlight CYBR's evolving security strategy.CyberArk Software (CYBR) reported solid first-quarter fiscal 2025 results with Annual Recurring Revenues (ARR) of $1.22 billion, up from $1.17 billion as reported in the last quarter. ...

VERO BEACH, Florida, May 29, 2025 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced the June 2025 cash dividend for the Company's Common Stock. June 2025 Common Stock Dividend Information Month Dividend Holder of Record Date Payment DateJune 2025 $0.24 June 16, 2025 June 27, 2025 Certain Tax Matters ARMOUR has elected to be taxed as a real estate investment trust (“REIT”) for U.S. Federal income tax purposes. In order to maintain thi ...

Company Overview - Armour Residential REIT (ARR) is an agency mREIT with a market capitalization of approximately $1.3 billion and manages a $14.7 billion portfolio of U.S. Government-sponsored mortgage-backed securities, leveraging equity approximately 8.5 times [4]. Investment Strategy - A fixed-income focused strategy called Crazy 8s or Baseline + was developed, aiming to generate returns primarily from dividends of discounted preferred equities, with potential additional returns from declining interest rates pushing share prices toward par [3]. - The preferred shares of ARR, specifically ARR.PR.C, are considered a hybrid fixed-income investment, supported by the income generated from the portfolio [5]. Preferred Shares Characteristics - The preferred issuance has a face value of $171 million, carries a fixed 7.0% coupon, and is currently yielding 8.56%, which is approximately 400 basis points above the current 10-year Treasury yield [6]. - The share price of ARR.PR.C has decreased by about $2 (approximately 9%) since the last coverage, prompting a comparative analysis of its performance against long-term fixed-income alternatives [9]. Market Conditions - The Federal Reserve's interest rate decisions have shifted, with recent indications that very low rates are not guaranteed, impacting the investment landscape [2]. - Current 10-year Treasury yields have risen to over 4.65%, reflecting changing market conditions since the Fed began cutting rates [2]. Historical Performance - Over the past five years, ARR.PR.C has shown a tendency to price in line with yield scarcity while consistently offering a yield coupon significantly above Treasuries [25][26]. - The comparison of ARR.PR.C to long-term Treasuries highlights the substantial credit risk associated with preferred REIT equity versus the riskless nature of T-bonds [23].

Group 1 - The global macroeconomy may be in a shaky condition despite the stock market rallying, affecting companies focused on sales and marketing functions as they strive to retain customers and pursue growth [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and advising seed-round startups, contributing to discussions on industry themes since 2017 [2]

Group 1 - The core thesis for Rapid7 (RPD) is that growth is expected to improve as the macroeconomic environment recovers [1] - The investment strategy focuses on identifying undervalued companies with long-term growth potential, emphasizing a blend of value investing principles [1] - The approach involves purchasing quality companies at a discount to their intrinsic value and holding them for long-term compounding of earnings and shareholder returns [1]

I see a balanced investment profile for ARMOUR Residential REIT, Inc. ( ARR ) which warrants a hold decision. The company’s high dividend yield is attractive for income investors. However, it faces risks from uncertain interest rates and portfolio leverage. While aI'm a seasoned financial analyst with a passion for puzzling out the complexities of the financial world. As a former writer for Fade The Market on Seeking Alpha, I diligently worked to provide insightful analysis and well-researched articles on v ...

Since the previous coverage , Nebius Group N.V. (NASDAQ: NBIS ) stock is up around 50%, demonstrating increasing investor confidence for its infrastructure-first AI strategy. Despite the strong bull run, the stock remains bullish going into Q1Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees ...

HIGHLIGHTS Channel sampling across Cowboy State Mine returned TREO grades up to 13,651 ppm (1.37%)15 of 106 samples exceeded 4,500 ppm TREOMagnet rare earth oxides (MREO) averaged 1,023 ppm, approximately 28% of total TREO compositionHeavy Rare Earth Oxides (HREO) averaged 464 ppm, representing ~13% of TREO compositionResults will be incorporated into the resource model in support of Pre-Feasibility Study, which remains on track for completion in late 2025 DENVER, May 08, 2025 (GLOBE NEWSWIRE) -- American R ...

WithSecure Corporation, Interim Report 1 January – 31 March 2025, 25 April 2025 at 8.00 EEST WithSecure Interim Report 1 January – 31 March 2025: Elements ARR growth continued, 70% ARR growth for Cloud Protection for Salesforce Highlights of January – March 2025 (“first quarter”) Annual Recurring Revenue (ARR)1 for Elements Cloud products and services increased by 8% to EUR 86.6 million (EUR 80.5 million)Elements Cloud ARR increase from previous quarter was 4%Net Revenue Retention (NRR) for Elements Cloud w ...

Laughing Water Capital is a concentrated, long biased investment partnership open to accredited investors. We focus on owning pieces of businesses that are suffering from temporary problems or that are misunderstood by the market due to the vagaries of GAAP accounting or some sort of structural impediment. We consider our portfolio companies to be our partners, and we look for our management teams to have significant equity ownership in our companies. Properly incentivized, we expect our management teams to ...