分组1 - ACI Worldwide reported quarterly earnings of $0.9 per share, missing the Zacks Consensus Estimate of $1.05 per share, and down from $1.08 per share a year ago, representing an earnings surprise of -14.29% [1] - The company posted revenues of $481.6 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.82%, and up from $453.04 million year-over-year [2] - ACI Worldwide has surpassed consensus revenue estimates four times over the last four quarters [2] 分组2 - ACI Worldwide shares have declined approximately 13.2% since the beginning of the year, while the S&P 500 has gained 1.5% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The estimate revisions trend for ACI Worldwide was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] 分组3 - The current consensus EPS estimate for the upcoming quarter is $0.34 on revenues of $402.2 million, and for the current fiscal year, it is $3.41 on revenues of $1.87 billion [7] - The Computer - Software industry, to which ACI Worldwide belongs, is currently in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Insights - Aviat Networks, Inc. has appointed Andrew C. Schmidt as Senior Vice President and Chief Financial Officer, effective immediately, bringing over 25 years of senior financial leadership experience [1] - Mr. Schmidt's previous roles include CFO of Sientra, Inc., where he navigated the company through the COVID-19 pandemic and its sale in 2024, and CFO of Iteris, Inc., focusing on intelligent transportation technology [1] - The appointment aligns with Aviat's strategic goal of driving growth in public safety and increasing software sales [1] Company Overview - Aviat Networks is a leading expert in wireless transport and access solutions, providing dependable products, services, and support to customers [1] - The company has sold over one million systems in 170 countries, serving communications service providers and private network operators, including government and defense organizations [1] - Aviat has a long history of microwave innovations and offers a comprehensive suite of localized professional and support services [1]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Smith Micro Software, Inc. despite lower revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate indicates a quarterly loss of $0.13 per share, reflecting a year-over-year improvement of +56.7% [3]. - Expected revenues are projected at $4.4 million, which is a decline of 5.4% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 5% higher in the last 30 days, indicating a reassessment by analysts [4]. - It is important to note that the direction of estimate revisions may not always align with the overall change in consensus estimates [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, suggesting that recent revisions may provide more accurate predictions [8]. - A positive Earnings ESP reading is a strong indicator of potential earnings beats, especially when combined with a favorable Zacks Rank [10].

Core Insights - Cadence Design Systems (CDNS) reported better-than-expected third-quarter 2025 results, exceeding management's guidance [1] Financial Performance - Non-GAAP earnings per share (EPS) of $1.93 beat the Zacks Consensus Estimate by 7.8% and increased 17.7% year over year [2] - Revenues of $1.339 billion surpassed the Zacks Consensus Estimate by 0.9% and increased 10.2% year over year [2] - Guidance for EPS is set between $1.75 and $1.81 on revenues of $1.305 to $1.335 billion [2] Revenue Breakdown - Product & Maintenance revenues, accounting for 90.2% of total revenues, reached $1.208 billion, rising 9.8% year over year [3] - Services revenues, making up 9.8%, totaled $131 million, increasing 13.9% year over year [3] - Backlog increased, driven by demand in AI, high-performance computing (HPC), and automotive sectors [3] Backlog and Demand - Record backlog of $7 billion at the end of the third quarter, indicating strong customer demand and visibility into 2026 [4] - Current remaining performance obligations were $3.5 billion at quarter-end [4] Industry Trends - AI is significantly transforming semiconductor and system design, with robust design activity in data centers and automotive sectors [5] - Increased R&D budgets in AI-driven automation are benefiting Cadence's solutions, particularly its AI portfolio [6] Strategic Partnerships - Strengthened partnerships with Samsung, TSMC, and OpenAI, with OpenAI utilizing the Palladium emulation platform [7] Future Outlook - Management expects 2025 backlog to reach a new high, supported by multiyear recurring arrangements [8] - Full-year revenue outlook for 2025 raised to $5.262-$5.292 billion, indicating a growth of 13.5% from the previous year [9] - Non-GAAP EPS for 2025 is projected between $7.02 and $7.08, reflecting a rise of 17.8% from the prior year [10]

Company Performance - Pitney Bowes reported quarterly earnings of $0.27 per share, matching the Zacks Consensus Estimate, and showing a significant increase from $0.03 per share a year ago [1] - The company posted revenues of $461.91 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 2.94%, and down from $793.17 million year-over-year [2] - Over the last four quarters, Pitney Bowes has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Movement and Outlook - Pitney Bowes shares have increased approximately 59.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.3% [3] - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $486.32 million, and for the current fiscal year, it is $1.25 on revenues of $1.97 billion [7] Industry Context - The Office Automation and Equipment industry, to which Pitney Bowes belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5][6]

Core Viewpoint - Cadence Design Systems reported strong quarterly earnings, exceeding expectations and showing significant year-over-year growth in both earnings and revenues [1][3]. Financial Performance - The company achieved earnings of $1.65 per share, surpassing the Zacks Consensus Estimate of $1.57 per share, and up from $1.28 per share a year ago, representing a year-over-year increase of approximately 28.8% [1][2]. - Revenues for the quarter reached $1.28 billion, exceeding the Zacks Consensus Estimate by 1.33%, and up from $1.06 billion in the same quarter last year, indicating a year-over-year growth of about 20.8% [3]. Earnings Surprises - The earnings surprise for the latest quarter was +5.10%, following a previous surprise of +5.37% in the prior quarter [2]. - Cadence has consistently surpassed consensus EPS estimates over the last four quarters [2][3]. Stock Performance - Since the beginning of the year, Cadence shares have increased by approximately 10.6%, outperforming the S&P 500's gain of 8.6% [4]. Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.75, with expected revenues of $1.33 billion, and for the current fiscal year, the estimate is $6.77 on $5.2 billion in revenues [8]. - The Zacks Rank for Cadence is currently 4 (Sell), indicating expectations of underperformance in the near future, influenced by unfavorable estimate revisions prior to the earnings release [7]. Industry Context - The Computer - Software industry, to which Cadence belongs, is currently ranked in the top 15% of over 250 Zacks industries, suggesting a favorable environment for stocks within this sector [9].

Company Performance - Marchex reported a quarterly loss of $0.03 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.02, marking an earnings surprise of -50% [1] - The company posted revenues of $11.92 million for the quarter ended December 2024, missing the Zacks Consensus Estimate by 0.72% and down from $12.4 million a year ago [2] - Over the last four quarters, Marchex has only surpassed consensus EPS estimates once and has not beaten consensus revenue estimates [2] Stock Movement and Outlook - Marchex shares have increased by approximately 11.7% since the beginning of the year, contrasting with a -0.7% decline in the S&P 500 [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at -$0.02 for the coming quarter and -$0.04 for the current fiscal year [4][7] - The estimate revisions trend for Marchex is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Services industry, to which Marchex belongs, is currently ranked in the bottom 45% of over 250 Zacks industries, which may negatively impact stock performance [8]