Core Insights - CoreWeave has achieved a significant milestone by becoming the fastest cloud provider to reach $5 billion in annual revenue, with total annual revenue increasing from $1.9 billion in 2024 to $5.1 billion in 2025, representing a 168% growth [1] - The company's revenue backlog has surged to $66.8 billion, more than quadrupling from $15 billion at the beginning of the year, indicating strong future demand [2] - CoreWeave received a $2 billion investment from Nvidia, enhancing its position as a preferred partner for Blackwell GPU deployments and the first to deploy Nvidia GB300 NVL72 systems [2] Growth Challenges - Despite strong growth, CoreWeave's shares have declined from their peak of approximately $187 due to three main factors: the expiration of the IPO lock-up period, sales by early investor Magnetar Capital, and a significant debt load incurred to meet rising demand [3][4] - The expiration of the IPO lock-up period in August is expected to reduce insider selling pressure over time [5] - Magnetar Capital, while having sold some shares, has indicated no plans for further divestment, suggesting continued confidence in CoreWeave's long-term prospects [5] Strategic Positioning - CoreWeave's growth strategy is likened to that of Amazon, focusing on substantial upfront investments with the expectation of high long-term margins once infrastructure is established [6] - The company is prioritizing growth over short-term profitability, similar to Amazon's historical approach [8] - The volatility in CoreWeave's stock is viewed as a result of its rapid scale rather than fundamental weaknesses, supported by a large backlog and strong backing from Nvidia [7]

on 26-Feb-2026 25 February 2026 Global Memory Korea Memory Export Tracker (Jan): Samsung tracking better in both revenue & price Mark Li +852 2123 2645 mark.li@bernsteinsg.com Between Samsung & SK hynix, Samsung Jan HBM export grew QoQ and suggested decent QoQ growth for 1Q26 HBM revenue. Export from S. Chungcheong Province (where Samsung packages HBM) fell seasonally MoM but was up 55% QoQ (vs. Oct). Regression suggested 1Q26 HBM revenue to rise by 6% QoQ, but should the recent backend-loaded monthly seaso ...

PRA Group (NasdaqGS:PRAA) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsMartin Sjolund - President and CEONajim Mostamand - Vice President of Investor RelationsRakesh Sehgal - EVP and CFOConference Call ParticipantsDavid Scharf - AnalystMark Hughes - AnalystRobert Dodd - AnalystOperatorGood evening, and welcome to PRA Group's Q4 and Full Year 2025 Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pres ...

Golar LNG Limited (NASDAQ:GLNG) is included among the 14 Best LNG Stocks to Buy Now. Is Golar LNG (GLNG) Among the Best LNG Stocks to Buy Now? As one of the world’s largest independent owners and operators of marine-based LNG midstream infrastructure, Golar LNG Limited (NASDAQ:GLNG) designs, converts, owns, and operates marine infrastructure that turns natural gas into LNG. Golar LNG Limited (NASDAQ:GLNG) received a boost on February 2 when Goldman Sachs analysts added the stock to the firm’s US Convict ...

Ac t i o n | 23 Feb 2026 20:46:05 ET │ 31 pages China Communication Infrastructure CPO scale-up a new TAM, on top of upbeat 2027 pluggable demand CITI'S TAKE We evaluate the potential TAM for CPO optics supply chain in this report given the deployment in scale-up likely to come in late 2027. The optics supply chain will likely see stocking demand in 2H27. We assume 300/5k/209k units of CPO switches in 2025/26/27E (vs. prior 100k in 2027E) in which 169k units of CPO switch shipments are assumed for scale- up ...

Verra Mobility (NasdaqCM:VRRM) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsCraig Conti - CFODaniel Moore - Partner and Director of ResearchDavid Roberts - CEOFaiza Alwy - Managing Director, US Company ResearchMark Zindler - Vice President of Investor RelationsShefali Tamaskar - Equity Research AssociateTomohiko Sano - Co-head of Japan Equity ResearchConference Call ParticipantsDavid Koning - Senior Research AnalystOperatorGood afternoon, ladies and gentlemen, and welcome to Verra ...

Realty Income (NYSE:O) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Speaker13Good day, and welcome to the Realty Income Fourth Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on your touch-tone phone, and to withdraw your question, pl ...

Financial Data and Key Metrics Changes - The company reported a net room growth of 4% and full-year comparable adjusted EBITDA and adjusted EPS growth of 4% and 6%, respectively [5][30] - Adjusted diluted EPS for the quarter was $0.93, down 4% on a comparable basis, while full-year adjusted diluted EPS increased 6% to $4.58 [30][32] - Adjusted free cash flow was $433 million for the full year, with a conversion rate from adjusted EBITDA of 60% [32][34] Business Line Data and Key Metrics Changes - The company opened a record 72,000 rooms, which is 13% more than the previous year, and signed 870 deals, an 18% increase from 2024 [6][7] - Ancillary fee streams increased by 15%, contributing to a total of $433 million in adjusted free cash flow [7][18] - The development pipeline now carries an average FeePAR premium of 30% domestically and nearly 20% internationally compared to the existing system [7] Market Data and Key Metrics Changes - Domestic RevPAR declined about 6% in constant currency, while international RevPAR declined by 1% [15][16] - EMEA region saw a RevPAR increase of 7%, while Latin America experienced a 6% increase [17] - Southeast Asia and the Pacific Rim RevPAR was down 2%, and China saw a decline of 10% [17][18] Company Strategy and Development Direction - The company aims to expand its portfolio with more aspirational upscale hotels and resorts, enhancing opportunities for Wyndham Rewards members [12] - The focus remains on high-return growth opportunities and digital technology to drive profitability [40] - The company is also enhancing its AI capabilities to improve guest experiences and increase direct bookings [20][78] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the improvement in RevPAR trends, particularly in January, indicating signs of recovery [43][46] - The company expects full-year global net room growth of 4%-4.5% and anticipates U.S. RevPAR to range from -3% to -2% in the first quarter [35][36] - Management highlighted the resilience of the business model amid macroeconomic uncertainties and the potential for significant demand tailwinds [40] Other Important Information - The company recorded non-cash charges of $160 million related to the insolvency of a large European franchisee, Revo Hospitality Group [22][27] - The board authorized a 5% increase in the quarterly cash dividend, reflecting confidence in the business model [34] Q&A Session Summary Question: What is the current RevPAR trend and occupancy build? - Management noted significant improvement in January, with U.S. RevPAR down only 4% normalized, indicating positive demand trends [43][44] Question: What is the most positive aspect of the earnings report? - Management highlighted the acceleration in net room growth and the strength of the development pipeline as the most exciting aspect [52][55] Question: How does infrastructure-related demand compare to leisure travelers? - Infrastructure demand is expected to improve and perform better than leisure, with ongoing private investment projects driving growth [58][59] Question: What was the RevPAR impact from the government shutdown? - The government shutdown had a minor impact of about 50 basis points in Q4, which will provide a slight tailwind in the upcoming Q4 [64][65] Question: Can you elaborate on the Revo situation? - Management confirmed that the insolvency was tied to previous loan investments and is currently working with advisors to determine next steps [66][67] Question: Are there other franchisees in danger? - Management indicated that the Revo situation is an outlier, with minimal exposure to other franchisees [71][72] Question: What are the potential benefits of AI initiatives? - AI initiatives are expected to drive significant cost savings and new revenue streams, enhancing guest engagement and franchisee profitability [78][80]

Core Viewpoint - Akamai Technologies is experiencing significant stock price movement and growth opportunities driven by increasing demand for its security solutions and advancements in API security technology [1][2][3]. Group 1: Stock Performance - Akamai's shares rose 10.3% in the last trading session, closing at $104.61, with trading volume significantly higher than normal [1]. - The stock has gained 4.6% over the past four weeks, indicating a positive trend [1]. Group 2: Growth Opportunities - The demand for Akamai's security solutions is expected to grow significantly due to the rapid adoption of cloud computing and increasing security concerns among enterprises [2]. - Large enterprises are anticipated to increase their security budgets to address these concerns effectively [2]. - The deployment of 5G and IoT devices is expected to drive higher demand for Akamai's security offerings related to data computing at the edge [2]. Group 3: API Security Market - The market for API security is projected to grow substantially, and Akamai is actively pursuing this opportunity [3]. - Akamai's acquisitions of Neosec and Noname Security have accelerated the development of its AI-powered API security solution, which analyzes APIs, detects vulnerabilities, and minimizes risks [3]. - The increasing use of APIs among enterprises is expected to boost demand for Akamai's API security solutions [3]. Group 4: Earnings Expectations - Akamai is expected to report quarterly earnings of $1.75 per share, reflecting a year-over-year increase of 5.4%, with revenues projected at $1.08 billion, up 5.6% from the previous year [4]. - The consensus EPS estimate for Akamai has been revised marginally higher over the last 30 days, indicating a positive trend that may lead to price appreciation [5]. Group 5: Industry Context - Akamai Technologies is part of the Zacks Internet - Services industry, where another company, Sprout Social, has seen a decline of 5.6% in its stock price recently [5].

Palantir Technologies Inc. (NASDAQ:PLTR) has fundamentally shifted the enterprise software landscape following a historic fourth-quarter earnings report that saw the company nearly double its forward-looking guidance for 2026. This pushed the stock’s growth score to the top decile of Benzinga Edge’s Stock Rankings.Explosive Growth And Market DominanceDriven by an “unprecedented acceleration” in AI adoption, the company also reported a Rule of 40 score of 127, a metric that combines growth and profitability ...