Completed the acquisition of Worldpay and divestiture of Issuer Solutions, shifting the corporate identity to a pure-play commerce solutions provider focused on scale and specialized capabilities. Transitioned from a holding company structure to a unified global operating model to eliminate silos, increase accountability, and accelerate innovation cycles. Realigned the go-to-market strategy around three client-centric channels—Enterprise, Integrated & Platforms, and SMB—rather than traditional product ...

Rezolve AI PLC (NASDAQ:RZLV) is one of the best high-return penny stocks to buy right now. On February 11, H.C. Wainwright kept its Buy rating and $12 price target for Rezolve AI PLC (NASDAQ:RZLV). This came after Rezolve announced it is buying Reward Loyalty UK Limited for $230 million in cash. Reward Loyalty works in card-linked banking loyalty programs and data services across Europe, the Middle East, and Asia. Rezolve said this deal will help grow its AI shopping and payments platform. The company expe ...

Core Insights - Avenue Z has acquired Varfaj, enhancing its capabilities in AI-powered, agent-led commerce experiences [1][2] - The acquisition positions Avenue Z as a comprehensive growth engine in eCommerce, integrating performance media, AEO, and eCommerce development [3][5] - Varfaj's expertise in Shopify development will complement Avenue Z's existing services, optimizing eCommerce for consumers and AI agents [2][4] Company Overview - Avenue Z is a hybrid agency focused on driving revenue and reputation for fast-moving brands, utilizing AI and data-driven strategies [7] - Varfaj, founded in 2018, specializes in Shopify development and has delivered over 200 storefronts, emphasizing performance optimization for growth [8] Strategic Implications - The integration of Varfaj will allow Avenue Z to scale its operations and enhance its service offerings, aiming to help brands grow from startup to nine-figure revenues [4][5] - The acquisition reflects a trend towards convergence in digital marketing, combining performance media, design, and cultural influence to enhance customer experiences [6] Performance Metrics - Avenue Z has driven over $1 billion in eCommerce revenue through client campaigns, completed over 500 Shopify builds, and secured more than 25,000 earned media placements [6]

Tyler Crowe: [ Shopify 's] earnings and conference call had two very different reactions. This is Motley Fool Money. Welcome to Motley Fool Money. I'm Tyler Crowe. Today, I'm joined by longtime Fool contributors, Matt Frankel and Jon Quast. We got a pretty good show today. We're going to talk about Moderna's recent I'll say challenges with the FDA approval on some of its flu vaccines. We'll do our normal Thursday thing where we do stocks on our radar. But we wanted to open today's show with Shopify's up and ...

Group 1 - Shopify Inc. (NASDAQ:SHOP) is recognized as one of the best innovative stocks to buy according to Wall Street analysts, with varying price targets from different firms [1][3] - Stifel has lowered its price target for Shopify to $115 from $175 while maintaining a Hold rating, following a solid Q4 2025 quarterly report that showed positive growth driven by enterprise and international expansion [1] - DA Davidson has maintained a Buy rating with a price target of $195, highlighting Shopify's leadership in e-commerce and significant global reach, supported by the adoption of agentic commerce features [3] Group 2 - Shopify's orders from AI searches have increased 15-fold since January of the previous year, indicating a strengthening position in agentic commerce [3] - After an initial 8% increase on results day, Shopify shares fell approximately 12% by midday trading, attributed to the ongoing "SaaS-Pocalypse" and lower-than-expected free cash flow for Q1 2026, although this pullback is viewed as a buying opportunity by DA Davidson [4] - Shopify provides tools and software for businesses to sell products across various platforms, including online, in stores, and through social media or marketplaces [4]

Pinterest (NYSE:PINS) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Company ParticipantsAndrew Somberg - VP of Investor Relations and TreasurerBill Ready - CEOBrian Nowak - Managing DirectorEric Sheridan - Managing DirectorJulia Donnelly - CFORon Josey - Managing DirectorConference Call ParticipantsColin Sebastian - Baird logo Managing Director and Senior Research Analyst for Internet and Digital MediaDoug Anmuth - Managing Director and Internet AnalystJustin Patterson - Managing Director and Equity R ...

Financial Data and Key Metrics Changes - In Q4 2025, global revenue reached $1.319 billion, reflecting a 14% year-over-year increase or 13% on a constant currency basis [31] - Adjusted EBITDA for Q4 was $542 million, with an Adjusted EBITDA margin of 41%, up 20 basis points year-over-year [33] - Free cash flow for the full year 2025 increased by 33% to $1.25 billion, representing a free cash flow conversion of 99% [34] Business Line Data and Key Metrics Changes - The company ended Q4 with 619 million global monthly active users (MAUs), a 12% increase year-over-year, marking the tenth consecutive quarter of record-high users [30] - In Q4, ad impressions grew by 41%, while ad pricing declined by 19% year-over-year, primarily due to a mix shift from growing ad impressions in under-monetized international markets [32] - Revenue from the US and Canada was $979 million, growing 9%, while Europe saw revenue of $245 million, growing 25% [31] Market Data and Key Metrics Changes - The US and Canada region had 105 million MAUs, growing 4%, Europe had 158 million MAUs, growing 9%, and the rest of the world had 356 million MAUs, growing 16% [30] - Revenue from the rest of the world was $96 million, growing 64% on a reported and constant currency basis [32] Company Strategy and Development Direction - The company aims to broaden its revenue mix and accelerate growth with mid-market, SMB, and international advertisers, moving away from a heavy reliance on large retailers [19][21] - The introduction of new leadership, including a Chief Business Officer, is expected to enhance monetization efforts and sales execution [20] - The company is focused on leveraging AI to improve user experiences and optimize internal operations, with AI at the core of its strategy [7][16] Management's Comments on Operating Environment and Future Outlook - Management expressed dissatisfaction with Q4 revenue performance, attributing it to external factors such as tariffs affecting ad spend from top retail advertisers [5][17] - The company anticipates continued headwinds in Q1 due to the same dynamics impacting large retailers and is undergoing a sales and go-to-market transformation [44] - Management remains optimistic about long-term growth potential, citing strong user engagement and the need to close the monetization gap [66][74] Other Important Information - The company has made significant progress in AI initiatives, with approximately 50% of new code being AI-generated [16] - The acquisition of tvScientific is expected to enhance monetization opportunities beyond Pinterest's own surfaces [24] Q&A Session Summary Question: Can you talk more about the drivers of Q4 revenue and the Q1 guidance? - Management noted that larger retail advertisers created a headwind in Q4 as they pulled back on ad spend, which is expected to continue into Q1 [43][44] Question: How is the new go-to-market team likely to drive wallet share and digital advertising for Pinterest? - The new team is focused on broadening revenue and improving performance selling capabilities, particularly among mid-market and SMB advertisers [48][49] Question: What tech investment is necessary to broaden and deepen the advertiser base? - Management indicated that significant tech investment is needed to enhance measurement and attribution capabilities, which are crucial for attracting a broader advertiser base [55][61]

Salesforce (CRM) has entered into a definitive agreement to acquire Cimulate, a rising player in AI-powered product discovery and agentic commerce, according to the company announcement. The deal is expected to close in the first quarter of fiscal year 2027, subject to customary closing conditions. The acquisition brings some interesting firepower to Salesforce's Agentforce Commerce platform. Cimulate specializes in intent-aware search technology that goes way beyond basic keyword matching. More News fr ...

Financial Data and Key Metrics Changes - Revenue for 2025 was $342 million, representing a 3% year-over-year increase, with non-GAAP operating income at $28 million, indicating strong cash generation improvements [5][16] - Operating cash flow for Q4 was $3 million and $27 million for the full year 2025, reflecting improved working capital management [16] - The company ended 2025 with $359 million in ARR and a net debt position reduced from $33 million in 2024 to $11 million in 2025, a decrease of nearly 67% year-over-year [17] Business Line Data and Key Metrics Changes - Subscription ARR from B2B customers grew nearly 20% in 2025, with B2B-oriented customers representing the majority of new platform ARR over the past three quarters [7] - Enterprise customer count increased to 6,648, up 897 accounts sequentially, while average revenue per account (ARPA) decreased by 8% sequentially to $43,200 [18] Market Data and Key Metrics Changes - The platform delivered nearly $32 billion in GMV for 2025, with GMV growth of 12% in 2025 and 11% in 2024 [14][19] - Net revenue retention (NRR) was 95.2% in Q4, up from 95.0% in Q4 2024, indicating a focus on improving customer retention and expansion [20] Company Strategy and Development Direction - The company is focused on three priorities: simplifying the business, realigning investments around high-value initiatives, and building infrastructure to scale as AI and agentic commerce evolve [5][11] - R&D investment is set to increase by nearly 30% in 2026, with a focus on delivering AI capabilities, expanding Feedonomics, rolling out BigCommerce Payments, and launching Makeswift [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the foundation built in 2025 and emphasized a shift from foundation building to execution and monetization in 2026 [15][21] - The guidance for Q1 2026 expects revenue between $82.5 million and $83.5 million, and for the full year 2026, revenue is expected between $347.5 million and $369.5 million, reflecting 2%-8% growth [20][21] Other Important Information - The company is transitioning to new metrics, including total GMV and company-wide NRR, to provide clearer visibility into business performance [19][20] - The partnership with PayPal for BigCommerce Payments is expected to launch around the end of Q1 2026, aimed at simplifying onboarding for merchants and driving higher monetization [10][56] Q&A Session Summary Question: What opportunities does the company see in the agentic commerce landscape? - Management noted strong momentum and alignment with major partners like PayPal and Stripe, emphasizing their readiness to take advantage of evolving opportunities [26] Question: How should the market anticipate changes in take rates? - Management indicated that monetization will come from product shipments and better monetization of the B2B install base, with a focus on improving take rates over time [33][34] Question: What is the rationale behind the wide guidance range for 2026? - The wide range reflects both conservatism due to potential macro issues and optimism about significant innovation and growth opportunities in the pipeline [40][41] Question: What is the core driver for improving NRR? - Management acknowledged that improving NRR is a priority and is linked to better customer engagement and product offerings, with several initiatives aimed at enhancing retention and expansion [67][70]

Financial Data and Key Metrics Changes - In 2025, the company reported revenue of $1.9 billion, with contribution ex-TAC growing 3.5% at constant currency to $1.2 billion, benefiting from a $14 million tailwind from foreign currencies [22][23] - Adjusted EBITDA margin was strong at 35%, supported by operational leverage and productivity improvements, with free cash flow of $211 million, up 16% year-over-year [23][28] - For Q4 2025, revenue was $541 million, with contribution ex-TAC at $330 million, reflecting a year-over-year tailwind from foreign currencies of $8 million [23][24] Business Line Data and Key Metrics Changes - Performance media revenue was $1.7 billion, with contribution ex-TAC at $915 million, up 4% at constant currency, while retail media revenue was $264 million, with contribution ex-TAC at $260 million, up 2% year-over-year at constant currency [22][23] - The Commerce Growth solution within performance media grew by 5%, while ad tech services declined by 3% [22] - Retail media contribution ex-TAC grew 16% when excluding two clients with scope changes, indicating strong underlying growth [22][24] Market Data and Key Metrics Changes - Travel was the fastest-growing vertical in performance media, with growth accelerating to 37%, while department stores and fashion saw declines of 13% and 12%, respectively [24][25] - Media spend growth accelerated in EMEA, while trends were softer in the U.S. and Asia Pacific [25] - Auction-based display in retail media saw a 65% increase in media spend this quarter, indicating strong adoption and performance [19] Company Strategy and Development Direction - The company is focusing on commerce intelligence and AI decisioning to simplify operations and scale as a commerce AI platform [5][8] - Key strategic priorities include leading in agentic commerce, scaling the AI-powered performance engine, and reinforcing retail media leadership [8][12] - The company aims to optimize performance at scale through proprietary commerce intelligence and AI decisioning, with a focus on self-service and cross-channel activation [12][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's potential beyond current low growth expectations for 2026, emphasizing the importance of agentic commerce as a growth opportunity [8][21] - The company anticipates a flat to 2% growth in contribution ex-TAC for 2026, with underlying growth expected to be in the high single digits when excluding client scope reductions [29][30] - Management highlighted the importance of disciplined execution and capital allocation to enhance shareholder value [21][35] Other Important Information - The board increased the share buyback authorization to up to $200 million, reflecting confidence in the business's value [21][29] - The company is progressing with a redomiciliation to Luxembourg and plans to pursue a further redomiciliation to the U.S. to broaden access to capital markets [34][35] Q&A Session Questions and Answers Question: Can you discuss the prospects for the AI recommendation service? - Management indicated that partnerships are being broadened to enhance product recommendations, emphasizing the need for high-quality recommendations to compete effectively [39][40] Question: What is the impact of department store weakness? - Management noted that department stores are down 13%, with ongoing headwinds expected to continue into 2026 [43] Question: How is retail media growth expected to progress throughout the year? - Management expects growth to be front-loaded, with Q1 and Q2 more impacted by client scope changes, but anticipates a ramp-up in the second half of the year [46][49] Question: What is the pricing model for new AI initiatives? - Management explained that monetization opportunities vary, with a take rate model for retail and potential participation in LLM monetization models as they develop [72][73]