Call Start: 14:20 January 1, 0000 2:50 PM ET Fiserv, Inc. (NYSE:FI) William Blair 45th Annual Growth Stock Conference June 04, 2025 02:20 PM ET Company Participants Robert W. Hau - Chief Financial Officer Conference Call Participants Andrew William Jeffrey - William Blair & Company L.L.C., Research Division Andrew William Jeffrey I think we're ready to go. Good afternoon, everybody. Thanks for joining us. My name is Andrew Jeffrey. I'm fintech analyst covering Fiserv, along with Chris Kennedy, who's right t ...

Nikesh Arora, CEO of Palo Alto Networks, appears on CNBC's "Squawk Box" at the WEF Annual Meeting in Davos, Switzerland on Jan. 16th, 2024.Nikesh Arora, the CEO of Palo Alto Networks, is joining Uber's board of directors, the company announced in a regulatory filing Wednesday.It comes amid a broader executive shakeup this week at the ride-hailing company, which saw head of delivery Pierre-Dimitri Gore-Coty depart after 13 years. Andrew Macdonald, head of mobility, was promoted to president and chief operati ...

Core Insights - MongoDB reported total revenue of $549.0 million for the first quarter of fiscal 2026, representing a 22% increase year-over-year [1][7] - The company added 2,600 customers, bringing the total customer count to over 57,100 as of April 30, 2025 [1][7] - MongoDB Atlas revenue grew by 26% year-over-year, accounting for 72% of total revenue in Q1 [1][7] - An additional share repurchase authorization of $800 million was announced, increasing the total buyback authorization to $1 billion [1][7] Financial Performance - Subscription revenue reached $531.5 million, also up 22% year-over-year, while services revenue increased by 28% to $17.5 million [7] - Gross profit for Q1 was $391.0 million, yielding a gross margin of 71%, down from 73% in the previous year [7] - The loss from operations was $53.6 million, an improvement from a loss of $98.2 million in the same period last year [7] - Non-GAAP income from operations was $87.4 million, compared to $32.8 million in the year-ago period [7] Cash Flow and Liquidity - As of April 30, 2025, MongoDB had $2.5 billion in cash, cash equivalents, and short-term investments [7] - The company generated $109.9 million in cash from operations, up from $63.6 million in the prior year [7] - Free cash flow for the quarter was $105.9 million, compared to $61.0 million in the same period last year [7] Strategic Developments - MongoDB launched two new retrieval models, voyage 3.5 and voyage 3.5 lite, enhancing AI application capabilities [7] - The MongoDB Model Context Protocol (MCP) Server was introduced in public preview, facilitating natural language interactions with data [7] - Mike Berry was appointed as the new Chief Financial Officer, bringing over 30 years of experience in technology and software [7] Guidance - For Q2 fiscal 2026, MongoDB expects revenue between $548.0 million and $553.0 million, and for the full year, revenue is projected to be between $2.250 billion and $2.290 billion [6][8]

Peloton introduced its own peer-to-peer resale marketplace, Repowered.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The launch aims to capture a segment of the expanding resale market for connected fitness equipm ...

JACKSON, Mich., June 4, 2025 /PRNewswire/ -- CMS Energy Corporation ("CMS Energy") (NYSE: CMS) announced today the commencement of a cash tender offer (the "Tender Offer") for up to $125 million aggregate principal amount (the "Aggregate Tender Cap") of the outstanding bonds listed in the table below (the "Bonds"), which were issued by Consumers Energy Company ("Consumers").The table below summarizes certain information regarding the Bonds and the Tender Offer, including the acceptance priority levels (the ...

Imagine a world where every legal sports wager — whether placed through a smartphone in New York or tapped out in a Las Vegas casino — is reliant on a single company’s technology to supply real-time, quick, and dependable data. Such a world already exists, andVolatility and Reason (V&R) is a space for clear-headed market commentary. No hot takes, no blind optimism, and no empty noise. I explore business, economics, and investing with a simple principle: logic over sentiment, curiosity over distraction. My g ...

ATLANTA, June 04, 2025 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against BigBear.ai Holdings, Inc. (“BigBear.ai” or “the Company”) (NYSE: BBAI). The lawsuit alleges that Defendants made materially false and/or misleading statements, and/or failed to disclose material adverse facts regarding BigBear.ai business, operations, and prospects, including allegations that: (i) BigBear maintained deficient accounting review policies related to the reporting and disclosure of certain non-r ...

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]

Atlassian Corporation (NASDAQ:TEAM) William Blair 45th Annual Growth Stock Conference Call June 4, 2025 1:00 PM ET Company Participants Brian Duffy - Chief Revenue Officer Martin Lam - Head of Investor Relations Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division Arjun Rohit Bhatia All right. Perfect. We'll go ahead and get started. Thanks, everyone, for joining us. My name is Arjun Bhatia. I'm the analyst here at team here. We have Brian Duffy, who's the CFO; ...

Core Viewpoint - Couchbase's stock experienced significant fluctuations, initially declining but later gaining 3.3% following the release of its earnings report, which exceeded market expectations [1][2]. Financial Performance - In Q1 of the current fiscal year, Couchbase reported a non-GAAP loss of $0.06 per share on sales of $56.52 million, outperforming analyst expectations of a loss of $0.08 per share on sales of $55.59 million [4]. - Revenue increased approximately 10% year-over-year, and the adjusted loss per share improved from $0.10 in the prior-year period [4]. - Annual recurring revenue (ARR) reached $252.1 million at the end of the quarter, reflecting a 21% year-over-year increase [4]. Future Guidance - For Q2, Couchbase anticipates sales between $54.4 million and $55.2 million, indicating a potential sequential decline but a year-over-year growth of 6.2% [5]. - For the full fiscal year, management targets sales between $228.3 million and $232.3 million, which would represent an annual growth of 9.9% if the midpoint is achieved [6]. - The company expects performance to improve in the second half of the year despite current macroeconomic uncertainties [5].