IREN Reports Q2 FY26 Results
Globenewswire· 2026-02-05 21:03
$3.6bn GPU Financing Secured for Microsoft Contract1 Targeted 140k GPU Expansion on Track to Deliver $3.4bn ARR by End of CY262 New 1.6GW Data Center Campus in Oklahoma NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN” or “the Company”) today reported its financial results for the three months ended December 31, 2025. Highlights $3.6bn GPU financing secured for Microsoft contract1 Interest rate of <6% p.a.Together with Microsoft prepayment ($1.9bn) covers 95% of GPU-related cap ...
Ribbon Communications Inc. Reports Fourth Quarter and Full Year 2025 Financial Results
Prnewswire· 2026-02-05 21:03
Core Insights - Ribbon Communications Inc. reported strong cash flow and bookings driven by an expanding customer base in voice modernization, with U.S. Tier 1 service provider sales projected to increase over 25% in 2025 [1][2] - The fourth quarter results were affected by delays in customer projects and budget timing, but the company achieved a record level of product and services bookings, including over $50 million from new voice modernization programs [2][4] - The company is targeting growth in high-demand AI and defense markets, anticipating increased government spending in these areas [1][2] Financial Performance - Fourth Quarter 2025 financial results showed revenue of $227 million, down from $251 million in Q4 2024, with GAAP operating income of $9 million compared to $33 million in the previous year [4][5] - Non-GAAP adjusted EBITDA for Q4 2025 was $40 million, down from $55 million in Q4 2024, while GAAP gross margin decreased to 53.3% from 55.7% year-over-year [4][5] - For the full year 2025, total revenue was $845 million, slightly up from $834 million in 2024, but GAAP operating income turned to a loss of $3 million compared to a profit of $17 million in 2024 [4][5] Business Outlook - The company projects revenue for 2026 to be between $840 million and $875 million, with non-GAAP gross margin expected to range from 52.5% to 53.5% [6] - For Q1 2026, revenue is projected to be between $160 million and $170 million, with non-GAAP gross margin anticipated to be between 48% and 49% [6] - The company expects to benefit from a new tax advantage that could reduce future cash tax payments by approximately $15-$20 million over the next several years, starting in 2026 [2][6]
Monolithic Power Systems Announces CFO Transition
Globenewswire· 2026-02-05 21:02
SCHAFFHAUSEN, Switzerland, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced that Bernie Blegen will retire from his position as Executive Vice President and CFO effective following the issuance of MPS’s 2025 annual report on Form 10-K. Mr. Blegen will remain with MPS after his retirement to ensure a smooth transition with his eventual successor. “B ...
Teknova to Report Fourth Quarter and Full Year 2025 Financial Results on February 26, 2026
Globenewswire· 2026-02-05 21:01
HOLLISTER, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Alpha Teknova, Inc. (“Teknova”) (Nasdaq: TKNO), a leading producer of critical reagents for the discovery, development, and commercialization of novel therapies, vaccines, and molecular diagnostics, today announced that the Company will report its financial results for the fourth quarter and full year ended December 31, 2025, on Thursday, February 26, 2026, following the close of market. Teknova will host a webcast and conference call on Thursday, Februar ...
Monolithic Power Systems Announces Results for the Fourth Quarter and Year Ended December 31, 2025 and an Increase in Quarterly Cash Dividend
Globenewswire· 2026-02-05 21:01
SCHAFFHAUSEN, Switzerland, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced financial results for the quarter and year ended December 31, 2025. MPS also announced that its Board of Directors has approved an increase in the quarterly cash dividend from $1.56 per share to $2.00 per share. The first quarter dividend of $2.00 per share will be paid on ...
OpenText Reports Second Quarter Fiscal Year 2026 Financial Results
Prnewswire· 2026-02-05 21:01
Total Revenues of $1.33B, 20 Consecutive Quarters of Cloud Organic Growth Delivers Net Income Margin of 13%, Robust Adjusted EBITDA Margin of 37.0% James McGourlay, OpenText Interim Chief Executive Officer "With strong adjusted EBITDA margin and free cash flow performance in the quarter, the strength of the OpenText operating model continues to drive our business to meet the Company's margin targets for Fiscal 2026," said Steve Rai, Executive Vice President, Chief Financial Officer. "Our robust cash flow en ...
Monolithic Power Systems Provides Earnings Commentary for the Quarter and Year Ended December 31, 2025
Globenewswire· 2026-02-05 21:01
Core Insights - MPS reported a record revenue of $2.79 billion for 2025, marking a year-over-year growth of 26.4% driven by consistent execution and innovation [2][8] - The company experienced a significant decline in net income, which fell by 65.5% to $615.9 million compared to $1.79 billion in 2024 [2][11] - MPS's strategy focuses on innovation and expanding into new markets while diversifying its end-market applications and supply chain [10][11] Financial Performance - **2025 Financial Summary**: - Revenue: $2,790.5 million, up from $2,207.1 million in 2024 [2] - Gross Margin: 55.2%, slightly down from 55.3% in 2024 [2] - Operating Margin: Increased to 26.1% from 24.4% [2] - Net Income: $615.9 million, down from $1,786.7 million [2] - Diluted EPS: $12.75, a decrease from $36.59 [2] - **Q4 2025 Performance**: - Revenue: $751.2 million, a 20.8% increase year-over-year [17] - Net Income: $170.1 million, down 88.3% from $1.45 billion in Q4 2024 [28] - Diluted EPS: $3.46, a significant drop from $29.88 in Q4 2024 [28] Revenue by End Market - **2025 Revenue Breakdown**: - Storage & Computing: $732.5 million, up 46.0% year-over-year [12] - Automotive: $592.5 million, a 43.1% increase [13] - Communications: $309.1 million, up 36.8% [14] - Consumer: $255.2 million, a 26.3% increase [14] - Industrial: $199.4 million, up 35.3% [15] - Enterprise Data: $701.8 million, down 2.0% [15] - **Q4 2025 Revenue by End Market**: - Enterprise Data: $233.5 million, up 19.8% year-over-year [18] - Storage & Computing: $162.1 million, up 18.8% [23] - Automotive: $151.0 million, up 17.6% [20] - Communications: $83.7 million, up 31.2% [19] - Consumer: $66.2 million, up 15.5% [22] - Industrial: $54.7 million, up 34.1% [21] Business Outlook - For Q1 2026, MPS forecasts revenue between $770 million and $790 million, with GAAP gross margin expected to be between 54.9% and 55.5% [34] - The company plans to increase its quarterly dividend by 28% to $2.00 per share [35]
After NVIDIA, Is SMCI the Smartest AI Stock to Buy Right Now?
ZACKS· 2026-02-05 21:00
Key Takeaways Supermicro Q2 FY26 net sales jumped 123% to $12.7B as DCBBS gained traction with AI customers.SMCI trades at a forward P/E of 15.83, below its industry, as management guides FY26 sales of at least $40B.Supermicro faces risks as gross margin slid to 6.3% and debt-to-equity rose to 66.9%.NVIDIA Corporation (NVDA) dominates the artificial intelligence (AI) market but carries a high valuation. By contrast, the smaller AI company Super Micro Computer, Inc. (SMCI) delivered strong quarterly results ...
AutoNation, Inc. (NYSE:AN) Earnings Preview: What Investors Should Watch
Financial Modeling Prep· 2026-02-05 21:00
Core Viewpoint - AutoNation, Inc. is expected to release its quarterly earnings on February 6, 2026, with Wall Street estimating an EPS of $4.91 and projected revenue of approximately $7.21 billion, despite anticipated year-over-year declines in earnings due to lower revenues for the quarter ending December 2025 [1][2] Financial Metrics - The company's price-to-earnings (P/E) ratio is approximately 12.20, indicating how the market values its earnings [3] - AutoNation's price-to-sales ratio is about 0.28, reflecting its market value relative to sales [3] - The enterprise value to sales ratio is approximately 0.62, while the enterprise value to operating cash flow ratio is notably high at around 156.70, indicating the company's valuation in relation to its cash flow from operations [4] - The earnings yield is approximately 8.20%, providing insight into the return on investment for shareholders [4] Leverage and Liquidity - AutoNation's debt-to-equity ratio is quite high at about 3.90, suggesting a heavy reliance on debt to finance operations [5] - The current ratio is approximately 0.79, indicating the company's ability to cover short-term liabilities with short-term assets [5]
RGC Resources, Inc. Reports First Quarter 2026 Earnings
Globenewswire· 2026-02-05 21:00
ROANOKE, Va., Feb. 05, 2026 (GLOBE NEWSWIRE) -- RGC Resources, Inc. (Nasdaq: RGCO) announced consolidated Company earnings of $4.9 million, or $0.47 per share, for the first quarter ended December 31, 2025, compared to $5.3 million, or $0.51 per share, for the first quarter ended December 31, 2024. The decrease reflected flat margins and higher costs for personnel, IT, property taxes and depreciation, which were partially offset by lower interest expense. The Company filed a rate case in early December seek ...