Generally when when they are events they might be a flight to to to safer economies or to quality. And then around, you know, what interest rates are doing inflation is doing so in in environments with low interest rates. Often people are happy to take investors are happy to take more risk.What we are seeing now is and this has been the case for a couple of years now, investors are less happy internationally. However, what what what we find is our portfolio companies who enter these markets have done really ...

UK Prime Minister Keir Starmer declined to rule out extending a freeze in income tax thresholds as his government faces growing pressure to boost tax revenues https://t.co/6BuC9t2vUa ...

South Africa’s National Treasury is worried that the US’s proposed 30% tariff could hit tax revenues and is modeling the impact it may have on the nation’s budget https://t.co/Tm8Ok8fPXr ...

Japan’s tax revenues hit a record in the fiscal year ended March, surpassing government forecasts. But the windfall left questions over how Prime Minister Shigeru Ishiba will fund his cash handouts, a key election pledge. https://t.co/mJOKXhxGi6 ...

Key Takeaways COIN's subscription and services revenues rose to 36% of net revenues in Q1 2025, up from 32% a year ago. Stablecoin income, Coinbase One, and custody services are key drivers of this expanding revenue stream. COIN expects $600M to $680M in Q2 2025 subscription and services revenues despite blockchain reward declines.Coinbase Global Inc. (COIN) is steadily expanding its subscriptions and services revenues to diversify income and enhance business resilience. Transaction revenues continue to b ...

Key Takeaways Palo Alto Networks' NGS ARR hit $5.09B in Q3 of fiscal 2025, growing 34% year over year. XSIAM bookings neared $1B as ARR from the AI platform soared more than 200% year over year. PANW now has 130 customers with $5M in NGS ARR, and 44 customers surpassing $10M .Palo Alto Networks (PANW) surpassed a key milestone during the third quarter of fiscal 2025, wherein the annual recurring revenues (ARR) for its next-generation security (NGS) solutions hit the $5 billion mark. In the third quarter, ...

Group 1 - The company aims to invest in firms with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them indefinitely [1] - The investment strategy focuses on maintaining a concentrated portfolio to avoid underperformers while maximizing exposure to high-potential winners [1] - The company plans to publish articles on selected companies approximately three times a week, including extensive quarterly follow-ups and constant updates [1] Group 2 - The analyst has a beneficial long position in the shares of RACE, indicating a personal investment interest in the company [2] - The article reflects the analyst's own opinions and is not influenced by compensation from any external sources [2]

Key Takeaways NTGR stock rose 15% in six months and nearing their 52-week high of $31.55. Growth in NFB segment and rising recurring revenues supported momentum despite top-line softness. Strategic realignment, cost cuts and inventory reductions have improved financial flexibility for NTGR.NETGEAR Inc.’s (NTGR) share price has appreciated 15% in the past six months, outperforming the Computer Networks Industry’s growth of 6.4%. Over the same time frame, the broader Zacks Computer and Technology and the S& ...

QIAGEN N.V.’s (QGEN) first-quarter 2025 adjusted earnings per share (EPS) were 55 cents, and 56 cents at constant exchange rate (CER). The bottom line increased 17% from the year-ago level. Additionally, it surpassed the Zacks Consensus Estimate by 10%.The adjustment excludes the impact of certain non-recurring items, such as business integration, acquisition and restructuring-related expenses, purchased intangible amortization expenses and non-cash interest expense charges, among others.On a GAAP basis, EP ...

The upcoming report from Bentley Systems, Incorporated (BSY) is expected to reveal quarterly earnings of $0.30 per share, indicating a decline of 3.2% compared to the year-ago period. Analysts forecast revenues of $364.69 million, representing an increase of 8% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earnings an ...