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 ...

Core Insights - Dell Technologies is capitalizing on its "AI opportunity," with shares rising 20% following strong fiscal 2026 fourth-quarter results that exceeded analyst expectations [1][5] Financial Performance - The company reported adjusted earnings of $3.89 per share and revenue of $33.38 billion, reflecting a 39% year-over-year increase, surpassing analyst expectations of $3.53 per share and $31.72 billion in revenue [2] AI Infrastructure and Growth Outlook - Dell's results indicate a significant increase in corporate spending on AI infrastructure, translating into heightened demand for hardware. The fiscal 2027 outlook is notably above Wall Street expectations, suggesting that AI is becoming a sustainable growth driver [3] - The company projected revenue, AI-optimized servers revenue, and adjusted EPS for fiscal 2027 that exceeded consensus expectations [3] Strategic Initiatives - The COO and vice chairman highlighted that Dell secured over $64 billion in AI-optimized server orders and shipped more than $25 billion throughout the year, entering FY27 with a record backlog of $43 billion, demonstrating strong engineering leadership and differentiated AI solutions [4] - Alongside its financial results, Dell announced a $10 billion increase to its buyback plan and a 20% increase in dividends [4][5]

Core Insights - TeraWulf (WULF) reported a significant miss on Q4 earnings and revenue, with a loss of $0.28 per share and revenue of $35.84 million, which was 17% below expectations [1] - Despite the revenue miss, the company saw a 35% sequential increase in HPC lease revenue, reaching $9.70 million, indicating a strategic pivot towards high-performance computing [1] - TeraWulf secured $12.8 billion in contracted long-term revenue across 522 MW of HPC capacity, backed by Google credit, showcasing strong future revenue potential [1] Financial Performance - Q4 revenue was $35.84 million, a 2.3% year-over-year increase but a 17.71% miss on expectations [1] - The reported net loss for the quarter was $661.42 million, primarily due to a $429.79 million non-cash charge related to changes in fair value of warrants and derivatives [1] - Full-year 2025 revenue reached $168.46 million, reflecting a 20% year-over-year growth [1] Strategic Outlook - CEO Paul Prager emphasized the company's aggressive growth strategy, entering 2026 with 522 MW of contracted HPC capacity and a multi-regional platform designed for long-term expansion [1] - Key capacity delivery milestones are scheduled throughout 2026, with significant revenue contributions expected from design optimizations on upcoming projects [1] - All 12 analysts covering TeraWulf maintain a buy rating, with a consensus price target of $23.56, indicating strong market confidence despite recent performance [1]

Core Viewpoint - Block announced a significant workforce reduction, cutting nearly half of its employees to integrate artificial intelligence (AI) into its operations [1][2]. Group 1: Workforce Reduction - The layoffs will impact over 4,000 jobs, reducing the workforce from over 10,000 to just under 6,000 [2]. - CEO Jack Dorsey stated that the decision was made to allow the company to grow on its own terms rather than react to market pressures [2]. Group 2: Transition Support - Block will provide affected employees with 20 weeks of salary, one week per year of tenure, equity vested through the end of May, six months of healthcare, corporate devices, and $5,000 for transition assistance [5]. Group 3: Strategic Direction - Dorsey emphasized that the company is focusing on embedding intelligence at the core of its operations, which will fundamentally change how the company builds and runs its business [6]. - The company acknowledges that it over-hired during the COVID-19 pandemic and is now correcting its organizational structure [6]. Group 4: Market Reaction - Following the announcement of the layoffs, Block's shares surged by 17% during Friday morning trading and are up 22% over the past week, although they are down over 2% year to date [9].

Core Insights - Sandisk (SNDK) and Micron Technology (MU) are key players in the NAND flash memory market, benefiting from AI-driven data center demand and a tightening supply environment that is elevating NAND prices [1][2] Company Performance Sandisk (SNDK) - Sandisk specializes in NAND flash-based data storage solutions across various markets, including data centers and consumer products, with a strong focus on AI infrastructure [3] - The enterprise SSD business is experiencing rapid growth, with data center revenues increasing by 76% year-over-year to $440 million in the fiscal second quarter [4] - Fiscal third quarter revenues are projected between $4.4 billion and $4.8 billion, indicating a year-over-year growth of 171% at the midpoint, with non-GAAP gross margins expected between 65% and 67% [5] - The Zacks Consensus Estimate for SNDK's fiscal 2026 EPS is $27.2, reflecting a 57.2% increase over the past 30 days and an 809.7% year-over-year growth [6] Micron Technology (MU) - Micron offers a diverse range of memory and storage solutions, including DRAM and NAND, and is also involved in AI infrastructure [7] - The data center business is the largest revenue contributor, with data center NAND revenues surpassing $1 billion in the fiscal first quarter [8] - The Zacks Consensus Estimate for MU's fiscal 2026 EPS is $33.79, showing a 2.71% increase over the past 30 days and a year-over-year growth of 307.6% [11] Market Dynamics - Over the last three months, SNDK shares have surged by 200.4%, while MU shares increased by 79.8%, driven by AI infrastructure spending and a tightening NAND supply [12] - SNDK trades at a price-to-sales ratio of 4.42x compared to MU's 5.49x, indicating a relative valuation discount despite strong growth prospects [15] Conclusion - Both SNDK and MU are positioned to benefit from the AI-driven NAND upcycle, with SNDK's focused strategy and valuation discount making it a more attractive investment option at this stage [17]