Group 1 - The Marketing Cloud, a Stagwell company, announced significant expansions to its Agent Cloud platform, which simplifies access to AI tools and marketing assistants [1] - Since its launch in October 2025, Agent Cloud has seen a 30% increase in monthly agent interactions, reaching over 25,000 interactions per month [1] - The platform now supports over 500 custom-built agents and has increased daily engagement time by 25% [1]

Core Insights - The article discusses the importance of understanding past performance as it relates to future investment opportunities and risks [2][3] Group 1: Company Performance - Past performance is not an indicator of future performance, emphasizing the need for careful analysis when considering investments [2][3] - The article highlights that information presented is believed to be factual and up-to-date, but does not guarantee accuracy [2][3] Group 2: Investment Advice - No specific investment recommendations are provided, and the article serves more as an educational piece rather than a solicitation for buying or selling securities [2][3] - The views expressed may not reflect the opinions of the broader platform, indicating a diversity of perspectives among analysts [3]

Core Insights - BlackSky Technology, Inc. (NYSE: BKSY) reported revenue of $35.2 million, adjusted EBITDA of $8.8 million, and EPS of ($0.02), which fell short of consensus estimates [1][7] Financial Performance - Revenue from Imagery and Software Analytical Services decreased to $14.5 million, representing a 17% year-over-year decline, attributed to EOCL-related budget uncertainty [1] - Mission Solutions revenue increased significantly to $9.5 million from $1.0 million last year, driven by a new international Gen-3 contract and milestone deliveries [1] - Professional and Engineering Services revenue slightly decreased to $11.2 million from $11.9 million year-over-year due to project timing [1] - Adjusted EBITDA rose to $8.8 million from $7.4 million, supported by higher revenue and cost discipline, while gross margin improved to 72.6% from 65.3% in the previous year [1][7] Backlog and Future Outlook - The company secured over $240 million in new awards, increasing its backlog to $345 million, primarily from international Gen-3 contracts [7] - FY26 guidance indicates ongoing investment in scaling capacity [7]

Market Overview - Global wearable device shipments surpassed 200 million units in 2025, marking a 6% year-on-year growth [1] - The market is experiencing increased consolidation among top vendors, with Xiaomi leading at 18% market share, followed by Apple at 17% and Huawei at 16% [1][5] Competitive Landscape - The competition in the wearables market is shifting from hardware-driven to ecosystem-led, emphasizing cross-device integration and monetizable data services [2] - Xiaomi's growth is attributed to a multi-category strategy, while Apple maintains a premium position through advanced health features and 5G connectivity [2] - Huawei is focusing on professional sports and medical-grade health applications to strengthen its market presence [2] Revenue Models - AI and subscription services are becoming essential revenue drivers, transforming from optional features to critical components for growth and profitability [3] - Subscription services are increasingly vital for vendors with higher-priced portfolios, providing a buffer against hardware margin compression due to rising component costs [3] Future Outlook - The global wearables market is expected to see modest single-digit growth in 2026, driven by advancements in on-device AI and demand for professional-grade health management [4] - Key physiological metrics, such as blood glucose and blood pressure monitoring, will be crucial for growth among leading smartwatch vendors [4] - Smartwatches are projected to show the strongest momentum, integrating advanced sensing and AI analytics for enhanced ecosystem connectivity [4]

Core Viewpoint - Chip Wilson, the founder of lululemon athletica, is intensifying his campaign against the company, criticizing the board for weak governance and slow engagement while advocating for significant changes [1] Group 1 - Chip Wilson is pushing for sweeping changes within lululemon athletica [1] - The founder accuses the board of the company of having weak governance [1] - There is a concern regarding the board's slow engagement in addressing issues [1]

Reporting by Pooja Menon in Bengaluru; Editing by Shailesh Kuber Our Standards: The Thomson Reuters Trust Principles., opens new tab Purchase Licensing Rights Read Next Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv BlackRock's GIP, EQT near deal to acquire AES Corp, Bloomberg News reports February 27, 20262:26 PM UTCUpdated ago By Reuters Item 1 of 2 A view shows EQT AB's logo at the company's office in Tokyo, Japan May 13, 2025. REUTERS/ ...

Core Viewpoint - Block, the fintech company founded by Jack Dorsey, announced a significant layoff of approximately 40% of its workforce, equating to over 4,000 employees, which may be the largest single-round percentage job cut in S&P 500 history [1] Group 1: Company Strategy and Rationale - Dorsey framed the layoffs as a pivot towards AI, stating that the decision was not due to financial troubles but rather a response to a fundamental shift in the business landscape [2][3] - The company aims to adopt smaller and flatter teams enabled by intelligence tools, which Dorsey believes will fundamentally change company operations [3] Group 2: Employee Transition and Support - Departing employees will receive a severance package that includes 20 weeks of salary plus one week for each year of tenure, equity vested through the end of May, six months of healthcare, corporate devices, and $5,000 for transition support [4] Group 3: Market Reaction and Criticism - Following the announcement, Block's shares rose by 20% in after-hours trading, similar to trends seen in other tech companies that have announced layoffs with AI-focused justifications [5] - Critics argue that the AI rationale is questionable, especially given the company's recent history of increased spending, including a $68 million party for employees just five months prior to the layoffs [6][7] - Concerns have been raised about corporate bloat, as Block tripled its headcount from 2019 to 2022, and Dorsey has acknowledged overbuilding within the organization [7][8]

LAKELAND, Fla.--(BUSINESS WIRE)--JBT Marel, the global leader in advanced automation for the food and beverage industry, today unveiled the newly renovated Customer Innovation Center (CIC) in Lakeland, Florida. The renovated facility is now JBT Marel's premier customer destination for sustainable food tech—from production of fresh fruit and vegetables to ready meals to beverages and dairy. JBT Marel's dozens of CIC facilities around the world enable customers to work side by side with experts t. ...

Core Insights - Ericsson has completed the world's first 6G pre-standard over-the-air (OTA) session, marking a significant milestone towards commercial 6G networks and reinforcing U.S. leadership in next-generation wireless innovation [1] Group 1: Technological Advancements - The demonstration showcased cloud-hosted AI large language model processing, robotics, and video streaming using new 6G centimeter wave spectrum and cloud-native infrastructure [1] - The test was conducted using an Ericsson test bed device at the company's U.S. headquarters in Plano, Texas [1] Group 2: Investment and Manufacturing - The event underscores long-term U.S. investment in innovation and manufacturing, with Ericsson planning to manufacture next-generation 6G network equipment at its USA 5G Smart Factory in Lewisville, Texas [1]

Welcome back. Let's bring in our panel to tee up the trading day ahead. Cameron Dawson is New Edge Wealth as at New Edge Wealth.Terry Haynes is of Pangia Policy Advisory and Jan Niffin is Jay Rogers Niffin Worldwide. We only have a couple minutes here. We're going to get as much in as quickly as we can. We're going to do lightning round style.Jan, I'm going to start with you. The week that was in in in the consumer space. What are we seeing.What is it signaling. >> I thought it was fine. almost everybody be ...