Key Takeaways AI-driven sell-off hit software on pricing-power fears and worries that hyperscaler AI capex may slow.ETSY saw a 3.1% broker-rating upgrade in four weeks, with 2026 earnings expected to be up 141%.CBRE & ASB log 7.7% and 8.3% broker-rating upgrades, respectively, and 2026 earnings are seen up 15.4% & 6.9%.This year has begun on a subdued note. The U.S. markets have witnessed an AI-driven sell-off as investors repriced lofty expectations. Several software stocks fell on fears that AI tools coul ...

Key Takeaways Baidu reported Q4 non-GAAP EPS of $1.52, topping estimates despite 4% revenue decline.Baidu's Core AI revenues topped RMB 11B, with AI Cloud infra up 143% year over year.Baidu authorized a $5B buyback, launched its first dividend and advanced Kunlunxin spin-off.Baidu (BIDU) reported fourth-quarter 2025 non-GAAP earnings of $1.52 per ADS (American Depositary Share), which surpassed the Zacks Consensus Estimate by 3.4%. The figure decreased 42% year over year. In domestic currency (Renminbi), th ...

David Wang: Thanks, Steven. And hello, everyone, and welcome to ACM's Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. I'm pleased with our fourth quarter results, which capped off a solid year of execution. Revenue grew 9% in the fourth quarter and 15% for the full year. We continue to execute well across our core business. We made a lot of progress with new product platforms, and we strengthened our position in China and globally. Investment in AI and data center infrastructure is reshaping t ...

Financial Data and Key Metrics Changes - In Q4 2025, the company reported a 24% increase in revenue and a 58% increase in net income compared to the previous year [4] - For the full year, revenue increased by 27% to $513.2 million from $402.7 million, and net income increased by 56% to $115.6 million from $74.2 million [5] - Earnings per share rose to $2 from $1.27, marking the first time in 23 years that the company achieved this level [5][6] Business Line Data and Key Metrics Changes - Homesite gross margins increased to 51% from 47%, while leasing gross margins rose to 57% from 54% [7] - Hospitality gross margins slightly decreased to 31% from 32%, attributed to opening expenses related to new facilities [7] Market Data and Key Metrics Changes - The company has local and state government approval for 10 Detailed Specific Area Plans (DSAPs), each with at least 1,000 acres of mixed-use projects, indicating a strong pipeline for future growth [9] - The residential home site pipeline had approximately 23,900 home sites in various stages of planning, an increase of 2,200 from the end of 2024 [9] Company Strategy and Development Direction - The company aims to continue growing its recurring revenue, which currently constitutes 56% of its total revenue, as part of its sustainable business model [6][34] - Plans for breaking ground on new commercial buildings and an apartment complex in 2026 were discussed, reflecting ongoing development efforts [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the performance of the new Delta flight from New York, indicating it has been performing well and may lead to increased demand for hospitality offerings [42] - The company is cautiously optimistic about the progress of the FSU Health Campus, which is expected to be a significant catalyst for the region [23] Other Important Information - The company accelerated stock repurchases in 2025, buying back 798,622 shares at an average price of $50.10, the highest repurchase in any quarter of 2025 [8] - The company has been actively managing its debt, with a focus on paying down higher-interest debt while maintaining low-cost long-term financing [24][26] Q&A Session Summary Question: Are there any new multifamily units or hotel operations planned for 2026 or 2027? - The company plans to break ground on a new apartment complex near the FSU Health campus and is constantly evaluating opportunities for new hotels and acquisitions [12] Question: What developments are coming in the Pier Park area? - The company is planning Pier Park East, which will include a family-oriented surf park as a second anchor alongside Topgolf [14] Question: Is stock buyback still a prudent allocation of capital given the recent price increase? - Management confirmed that stock buybacks remain a component of their capital allocation strategy [15] Question: How is the company addressing the high-value home sites at Camp Creek? - The company is planning new high-end retail custom home sites in Origins West, with ongoing planning and permitting [19] Question: What is the status of the Lake amenity and Pigeon Creek neighborhood? - The Lake amenity is in the planning phase, and discussions with a new builder for Pigeon Creek are progressing well [20][21] Question: How is the brokerage business performing? - The reception from the agent community has been positive, with more agents expressing interest in joining the brokerage than anticipated [43]

Duolingo said Thursday (Feb. 27) that it plans to shift its focus from financial growth to user growth amid a challenge posed by artificial intelligence.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Louis von Ahn ...

Key Takeaways Amkor is expanding HDFO capacity to capture rising AI and chiplet-driven demand.Multiple HDFO programs are nearing qualification, with AI data center volumes acting as a catalyst.The Zacks Consensus Estimate for advanced product revenues signals solid year-over-year growth.Amkor Technology (AMKR) is accelerating its High-Density Fan Out (HDFO), with the platform emerging as a key revenue catalyst. As the semiconductor industry shifts toward chiplet architectures and heterogeneous integration, ...

Key Takeaways Markets swung on AI fears, geopolitics, sticky inflation and weaker 1.4% GDP growth.Ross, Globe Life, BBVA, Zoetis and TEL screen strong on high ROE and cash flow.Screen favors low Price/Cash Flow, high ROA and solid 5-year EPS growth momentum.The broader equity markets witnessed a roller-coaster ride this week as concerns regarding AI disruption across the spectrum and geopolitical unrest triggered a downslide. As simmering tensions between the United States and Iran kept the markets on edge, ...

Financial Data and Key Metrics Changes - For Q4 2025, the company reported a 24% increase in revenue and a 58% increase in net income year-over-year [4] - Full year revenue increased by 27% to $513.2 million from $402.7 million, and net income increased by 56% to $115.6 million from $74.2 million [5] - Earnings per share rose to $2 from $1.27, marking the first time the company surpassed $500 million in revenue in 20 years and reached $2 per share in 23 years [6] Business Line Data and Key Metrics Changes - Homesite gross margins increased to 51% from 47%, while leasing gross margins rose to 57% from 54% [7] - Hospitality gross margins slightly decreased to 31% from 32%, attributed to opening expenses related to new facilities [7] Market Data and Key Metrics Changes - The company has local and state government approval for 10 Detailed Specific Area Plans (DSAPs), each with at least 1,000 acres of fully entitled mixed-use projects [10] - The residential home site pipeline had approximately 23,900 home sites in various stages of planning, an increase of 2,200 home sites compared to the end of 2024 [10] Company Strategy and Development Direction - The company aims to continue growing its recurring revenue, which is seen as a more sustainable and scalable revenue stream compared to pure transactions [38] - Plans for breaking ground on new commercial buildings and an apartment complex in 2026 were discussed, indicating ongoing development efforts [11][10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the performance of the new Delta flight from New York, indicating it has been performing well and may lead to increased demand for hospitality offerings [46][47] - The company is cautiously optimistic about the progress of the FSU Health Campus, which is expected to be a significant catalyst for the region [25] Other Important Information - The company has accelerated stock repurchases, with $15.1 million spent in Q4 2025, the highest in any quarter of 2025 [5] - The company has a multifaceted capital allocation strategy, with 47% allocated for capital expenditures, 33% for dividends and stock repurchases, and 20% for debt reduction [8] Q&A Session Summary Question: Are there any new multifamily units on the horizon for 2026 or 2027? - Management confirmed plans to break ground on a new apartment complex near the FSU Health campus and is always evaluating opportunities for new hotels and acquisitions [13] Question: Any new developments coming in the near future for the Pier Park area? - Management announced plans for Pier Park East, which will include a family-oriented surf park as a second anchor alongside Topgolf [14][15] Question: Does management still view buybacks as a prudent allocation of capital given the recent share price increase? - Management affirmed that stock buybacks remain a component of their capital allocation strategy, depending on market conditions [16] Question: Can you help break down the 47% year-over-year increase in real estate revenue in Q4? - Management explained that the increase was driven by higher average sales prices and normal land sales, alongside new residuals [19] Question: What are the company's short and long-term goals for the percentage of revenue that is recurring? - Management emphasized the importance of growing recurring revenue as a key part of their business strategy [38] Question: How is AI going to be implemented into the infrastructure of operations inside of St. Joe? - Management stated that they are exploring AI as a tool to improve operational efficiency [39] Question: What is the status and current timing around Pigeon Creek? - Management indicated they are in discussions with a builder for the Pigeon Creek project and are optimistic about moving forward soon [23] Question: Any updates on the Lake amenity or Pigeon Creek neighborhood? - Management confirmed they are in the planning phase for the Lake amenity and are progressing with discussions for Pigeon Creek [22] Question: What is the company's estimate of the average value per unused acre of land in the portfolio? - Management noted that there is no one-size-fits-all number for land value due to various factors affecting developability [40] Question: Is there any new info on West Bay Parkway, Walton segment? - Management expressed satisfaction with the progress of the road and is working closely with planning organizations for further steps [50]

Core Insights - DÉKUPLE Group achieved solid growth in 2025, with net sales of €242.6 million, an increase of 11.4%, and net revenue of €180.5 million, up 6.8%, demonstrating the robustness of its business model in a challenging economic environment [2][9] Financial Performance - Net sales for 2025 reached €242.6 million, reflecting an 11.4% increase compared to 2024 [9] - Net revenue amounted to €180.5 million, marking a 6.8% growth year-over-year [9] - Digital Marketing activities contributed significantly, with net revenue of €110.4 million, up 17.2%, and now representing 71.1% of consolidated net sales [4][16] - International net revenue surged to €25.4 million, a remarkable increase of 153.9%, now accounting for 14.1% of total net revenue [5][14] Business Segments - Digital Marketing showed strong performance with a net revenue increase of 17.2%, driven by acquisitions and a rebound in the second half of the year [16][17] - The Magazines segment reported a decline in net revenue to €62.2 million, down 6.7%, amid a challenging market [20] - The Insurance business also faced a decrease, with net revenue of €7.8 million, down 4.0%, due to increased selectivity in marketing campaigns [21] Strategic Initiatives - The company is undergoing a transformation towards Artificial Intelligence and agent-based systems, which are now central to its service offerings [3] - DÉKUPLE launched its Ambition 2030 plan, aiming to enhance its integrated model and accelerate international development [8] - The Group is focusing on profitable segments and scalable solutions to generate recurring revenues [6] Market Outlook - Despite a challenging economic environment, DÉKUPLE Group is optimistic about future growth, aligning with its Ambition 2030 strategic plan [22]

Ilkka Oyj Stock Exchange Release 27 February 2026, at 07:00 p.m. EETIlkka Oyj: Acquisition of own shares on 27 February 2026 Date27 February 2026 Exchange transactionBuy Share trading codeILKKA2 Amount, shares2,491 Average price/share (EUR)4.3211 Total cost (EUR)10,763.86 After the acquisitions Ilkka Oyj holds a total of 97,034 treasury shares (ILKKA2). On behalf of Ilkka Oyj Danske Bank A/S, Finland Branch Antti Väliaho Jonathan Nyberg For more information, please contact:Olli Pirhonen, CEO, Ilkka Oyjolli ...