VERO BEACH, Florida, July 23, 2025 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR PRC) (“ARMOUR” or the “Company”) today announced the Company's unaudited Q2 results and June 30, 2025 financial position. Q2 2025 Results GAAP net loss related to common stockholders of $(78.6) million or $(0.94) per common share.Net interest income of $33.1 million.Distributable Earnings available to common stockholders of $64.9 million, which represents $0.77 per common share (see explanation of this no ...

VERO BEACH, Florida, July 22, 2025 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced the August 2025 cash dividend for the Company's Common Stock. August 2025 Common Stock Dividend Information Month Dividend Holder of Record Date Payment DateAugust 2025 $0.24 August 15, 2025 August 29, 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 maintai ...

Core Points - ARMOUR Residential REIT, Inc. will host a conference call on July 24, 2025, to discuss its second quarter 2025 operating results [1] - The earnings release for the second quarter 2025 will be issued after market close on July 23, 2025 [1] Company Overview - ARMOUR primarily invests in fixed rate residential, adjustable rate, and hybrid adjustable rate residential mortgage-backed securities issued or guaranteed by U.S. Government-sponsored enterprises or the Government National Mortgage Association [4] - The company is externally managed and advised by ARMOUR Capital Management LP, which is registered with the Securities and Exchange Commission [4] Investor Information - The live webcast of the conference call will begin at 8:00 a.m. (Eastern Time) on July 24, 2025 [2] - An online replay of the conference call will be available on the company's website for one year [3] - Additional information can be found on the SEC's website or the company's website [5]

Wall Street expects a year-over-year decline in earnings on higher revenues when Armour Residential REIT (ARR) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, th ...

Core Insights - CyberArk (CYBR) reported a significant increase in subscription annual recurring revenues (ARR), reaching $1.03 billion, which is a 65% increase year-over-year [1][10] - The company's recurring revenues for the first quarter amounted to $298.2 million, constituting 94% of total revenues, driven by a higher proportion of self-hosted subscription deals [2] - Subscription ARR now represents nearly 85% of total ARR, up from 77% a year ago, indicating a strong shift towards recurring revenue models [2] Subscription Growth Drivers - A key factor in the growth of subscription revenues is CyberArk's success in cross-selling additional solutions to existing customers, leading to larger and more stable contracts [3][5] - Notable customer expansions include a Fortune 100 financial services firm that increased its engagement with CyberArk's offerings, and PDS Health, which expanded its use of CyberArk's machine identity solutions [4][5] Competitive Landscape - Competitors such as Zscaler (ZS) and SentinelOne (S) are also experiencing growth, with Zscaler reporting $2.9 billion in ARR, a 23% year-over-year increase, and SentinelOne reaching $948 million in ARR, reflecting a 24% growth [6][7] Financial Performance and Valuation - CyberArk's shares have increased by 21.6% year-to-date, slightly trailing the Zacks Security industry's growth of 25.7% [8] - The company trades at a forward price-to-sales ratio of 13.47, which is below the industry average of 15.07, indicating potential valuation upside [12] Earnings Estimates - The Zacks Consensus Estimate for CyberArk's earnings suggests a year-over-year increase of 26.4% for 2025 and 25.1% for 2026, although these estimates have been revised downward in the past month [15]

Core Viewpoint - The recommendation to maintain a Buy rating for Extreme Networks, Inc. (NASDAQ: EXTR) remains despite stock volatility over the past six months [1]. Company Analysis - The analyst emphasizes a focus on companies that exhibit strong fundamentals and real potential, particularly in the tech, infrastructure, and internet services sectors [1]. - The article aims to provide thoughtful breakdowns and investment ideas, fostering a community of investors interested in long-term returns rather than short-term fluctuations [1]. Market Context - The article reflects a broader trend of volatility in the stock market, indicating that even with fluctuations, certain stocks like Extreme Networks are still considered valuable [1].

VERO BEACH, Florida, July 01, 2025 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today confirmed the July 2025 cash dividend for the Company's Common Stock, consistent with the previous guidance which the Company released on June 24, 2025. The Company also confirmed the Q3 2025 monthly cash dividend rate for the Company's Series C Preferred Stock. July 2025 Common Stock Dividend Information Month Dividend Holder of Record Date Payment DateJuly 2025 $0. ...

Core Viewpoint - ARMOUR Residential REIT, Inc. has announced a cash dividend of $0.24 per Common share for July 2025, with the holder of record date set for July 15, 2025, and payment date on July 30, 2025 [1][2]. Dividend Information - The July 2025 cash dividend is $0.24 per Common share [2]. - The holder of record date is July 15, 2025, and the payment date is July 30, 2025 [2]. Tax Matters - ARMOUR is taxed as a real estate investment trust (REIT) and must distribute substantially all of its ordinary REIT taxable income to maintain this status [3]. - Dividends exceeding current tax earnings and profits for the year are generally not taxable to common stockholders [3]. - The board of directors determines actual dividends based on various factors including operational results, cash flows, financial condition, and market conditions [3]. Company Overview - ARMOUR primarily invests in fixed-rate residential, adjustable-rate, and hybrid adjustable-rate residential mortgage-backed securities issued or guaranteed by U.S. Government-sponsored enterprises [4]. - The company is externally managed and advised by ARMOUR Capital Management LP, which is registered with the SEC [4].

Core Insights - Nebius Group N.V. (NBIS) is targeting annualized run-rate revenue (ARR) of $750 million to $1 billion and total revenues of $500–$700 million by 2025, following a 385% year-over-year revenue increase in Q1 2025 and a 700% surge in ARR [1][9] - The company reported an ARR of $310 million in April 2025, indicating strong momentum for the second quarter [1] Company Growth and Strategy - Nebius is experiencing solid growth in its core artificial intelligence (AI) business, benefiting from a full-stack approach that includes high-performance GPU cloud infrastructure and AI development tools [2] - The company raised $700 million in funding from notable investors like NVIDIA and Accel in December 2024, which is being used to expand aggressively in North America and Europe [3] - In June 2025, Nebius announced a private placement of $1 billion in convertible notes to capitalize on the AI-infrastructure boom and enhance revenue opportunities in 2026 [3] Market Position and Competition - Nebius holds a minority stake of approximately 28% in ClickHouse, which is reportedly in a fundraising round that may value it at around $6 billion [4] - The global demand for AI-specific infrastructure is increasing, with IDC forecasting AI infrastructure spending to reach $223 billion by 2028, where cloud environments will account for 82% of the market [5] Financial Performance - Nebius shares surged 153.3% over the past year, outperforming the Internet – Software and Services industry's growth of 39.3% [10] - The company's shares are currently trading at a price/book ratio of 3.58X, lower than the industry's 4.07X [11]

Core Insights - CyberArk Software (CYBR) reported strong first-quarter fiscal 2025 results with Annual Recurring Revenues (ARR) of $1.22 billion, an increase from $1.17 billion in the previous quarter, and a net new ARR of $46 million driven by subscription growth and identity security platform adoption [1][10] Group 1: Financial Performance - Subscription ARR surpassed $1.03 billion, accounting for nearly 85% of total ARR, with an addition of $51 million in net new subscription ARR, indicating enhanced financial stability and predictability [2][10] - CyberArk aims for full-year fiscal 2025 ARR to reach between $1.41 billion and $1.42 billion, reflecting approximately 21% year-over-year growth, supported by a robust subscription base and new customer additions [5] Group 2: Product Development and Strategy - CyberArk is expanding into artificial intelligence (AI) with its new "Secure AI Agent" product, designed to protect both autonomous and human-controlled AI systems, addressing the growing need for security in AI tools [2][3] - The company reported that machine identity products were featured in nine of the ten largest deals in the quarter, showcasing its capability to protect non-human identities [3] Group 3: Competitive Landscape - Competitors like Zscaler and SentinelOne are also experiencing growth, with Zscaler achieving $2.9 billion in ARR (23% year-over-year growth) and SentinelOne reaching $948 million in ARR (24% year-over-year growth) [6][7] - CyberArk's shares have gained 19.5% year-to-date, compared to the Zacks Security industry's growth of 22% [8] Group 4: Valuation Metrics - CyberArk trades at a forward price-to-sales ratio of 13.76, which is below the industry's average of 14.77, indicating potential valuation attractiveness [12]