Professional services revenue was a bright spot, rising 49% year-over-year in the quarter. Heller attributed that to traditional analytics engagements and “a ramp-up in our digital activations activity.”Subscription revenue in Q4 was $58.5 million , down 3% year-over-year, and down 7% excluding data partnership contributions, according to Heller. He said the company saw “modest improvements” in renewal rates year-over-year, “but not to the extent we had hoped.”On a non-GAAP basis, Heller reported adjusted n ...

分组1 - Salesforce reported quarterly earnings of $3.81 per share, exceeding the Zacks Consensus Estimate of $3.03 per share, and up from $2.78 per share a year ago, representing an earnings surprise of +25.69% [1] - The company achieved revenues of $11.2 billion for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.32%, and an increase from $9.99 billion year-over-year [2] - Over the last four quarters, Salesforce has consistently surpassed consensus EPS estimates four times and revenue estimates three times [2] 分组2 - The stock has underperformed the market, losing about 30% since the beginning of the year, while the S&P 500 has gained 0.7% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates of $2.96 on $10.95 billion in revenues for the coming quarter and $12.99 on $45.94 billion in revenues for the current fiscal year [7] - The Zacks Industry Rank places the Internet - Software sector in the top 38% of over 250 Zacks industries, indicating a favorable environment for stock performance [8]

EMERGING TECH RESEARCH Healthtech Public Comp Sheet and Valuation Guide Q4 2025 Institutional Research Group Brian Wright Lead Research Analyst, Healthcare brian.wright@pitchbook.com pbinstitutionalresearch@pitchbook.com Published on February 2, 2026 | Contents | | | --- | --- | | Key takeaways | 2 | | Stock returns | 4 | | Revenue | 5 | | EBITDA | 7 | PitchBook clients can access the full Excel data pack for this report via the Research Center on the PitchBook Platform. Disclaimer: Any -0 values are negati ...

分组1 - Udemy, Inc. reported quarterly earnings of $0.12 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, and showing an increase from $0.1 per share a year ago, resulting in an earnings surprise of +27.66% [1] - The company achieved revenues of $193.99 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.40%, although this represents a decline from $199.94 million in the same quarter last year [2] - Udemy has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance in earnings [2] 分组2 - The stock has underperformed the market, losing about 17.6% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $198.44 million, and for the current fiscal year, it is $0.48 on revenues of $806.03 million [7] - The Internet - Software industry, to which Udemy belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - NCR Atleos reported quarterly earnings of $1.09 per share, exceeding the Zacks Consensus Estimate of $1.01 per share, and showing an increase from $0.89 per share a year ago, resulting in an earnings surprise of +7.92% [1] - The company achieved revenues of $1.12 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.09% and up from $1.08 billion year-over-year [2] - NCR Atleos has outperformed consensus EPS estimates in all four quarters over the past year and has topped revenue estimates twice in the same period [2] Earnings Outlook - The future performance of NCR Atleos shares will largely depend on management's commentary during the earnings call and the sustainability of the stock's price movement based on recent earnings and future expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.40 on revenues of $1.16 billion, while for the current fiscal year, the estimate is $3.98 on revenues of $4.36 billion [7] Industry Context - The Internet - Software industry, to which NCR Atleos belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Thryv Holdings, Inc. reported quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.43 per share, but showing improvement from a loss of $2.65 per share a year ago, resulting in an earnings surprise of -46.51% [1] - The company achieved revenues of $201.56 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.41% and increasing from $179.85 million year-over-year [2] - Thryv shares have declined approximately 21% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The future performance of Thryv's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.37 on revenues of $192.33 million, and for the current fiscal year, it is $1.38 on revenues of $784.94 million [7] Industry Context - The Internet - Software industry, to which Thryv belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

Core Insights - Definitive Healthcare Corp. (DH) is currently positioned as a more attractive investment compared to BlackLine (BL) based on various valuation metrics and earnings outlook [1][7]. Valuation Metrics - DH has a forward P/E ratio of 18.10, while BL has a higher forward P/E of 24.14, indicating that DH may be undervalued relative to BL [5]. - The PEG ratio for DH is 1.98, suggesting a more favorable valuation when considering expected earnings growth, compared to BL's PEG ratio of 3.51 [5]. - DH's P/B ratio stands at 1.37, significantly lower than BL's P/B of 7.75, further indicating DH's relative undervaluation [6]. Earnings Outlook - DH is currently experiencing an improving earnings outlook, which is a key factor in its Zacks Rank of 2 (Buy), while BL holds a Zacks Rank of 4 (Sell) [3][7].

Group 1 - Guangdong cities are accelerating key projects and investment attraction under the "Hundred Thousand Project" initiative [4] - Guangzhou signed 15 agricultural projects with a total investment exceeding 1.5 billion yuan, focusing on modern agricultural productivity [5][20] - Meizhou Pingyuan County signed projects worth 2.38 billion yuan in various sectors including copper materials and cold chain logistics [6][10] Group 2 - Jiangmen City launched a "Media+" initiative to empower seven actions, aiming to conduct over 100 live-streaming sales events in three years [13][42] - Shantou's Haojiang District introduced the cross-border e-commerce platform Dunhuang.com to enhance its cross-border industry ecosystem [11][141] - The "Media+" initiative in Shantou aims to activate the "2+10+N" agricultural industry structure [55] Group 3 - The "Hundred Thousand Project" is being promoted in various counties, with a focus on rural governance and environmental improvement [31][38] - The project aims to enhance agricultural efficiency, rural vitality, and farmer income through media integration [48][60] - The initiative includes training programs for women in community services and elder care to boost employment [66][70] Group 4 - The "Bamboo and Food Health" industry clusters are being developed in Pingyuan County to stimulate economic growth [130][117] - The establishment of the "Luo Ding Good Products" e-commerce platform aims to integrate resources for agricultural product sales [16][138] - The Dunhuang.com Shantou operation center will provide services to local businesses to enhance their international market success [146][148]

Company Performance - Definitive Healthcare Corp. reported quarterly earnings of $0.08 per share, exceeding the Zacks Consensus Estimate of $0.07 per share, and showing an increase from $0.07 per share a year ago, resulting in an earnings surprise of 14.29% [1] - The company posted revenues of $62.29 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 3.02%, although this represents a decline from year-ago revenues of $65.93 million [2] - Over the last four quarters, the company has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - Definitive Healthcare shares have increased approximately 24.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.3% [3] - The current consensus EPS estimate for the upcoming quarter is $0.09 on revenues of $59.65 million, and for the current fiscal year, it is $0.30 on revenues of $241.89 million [7] Industry Outlook - The Internet - Software industry, to which Definitive Healthcare belongs, is currently ranked in the top 33% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Magnite (MGNI) came out with quarterly earnings of $0.34 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this digital ad exchange operator would post earnings of $0.16 per share when it actually produced earnings of $0.17, delivering a surprise of 6.25%.Over the last four quarters, the company has surpassed consensus EPS estimates two times.Magnite, which belo ...