大陆玻纤布业再掀涨价潮 月度调整 10% 至 15% 到年底价格可能翻倍 玻璃布供应持续吃紧，业者计划启动第二轮涨价。 陆媒引述供应商和业内人士预计，由于成本上升和供应紧张，大陆玻璃纤维（玻纤布）制造商将启动新一轮涨价 潮，计划月度调价幅度为10% 至 15%，若按此节奏推进，到 2026 年底价格可能较当前翻倍，并将对电子产品及 PCB 产业链带来连锁影响。 值得注意 大陆玻纤布业再掀涨价潮 月度调整 10% 至 15% 到年底价格可能翻倍 玻璃布供应持续吃紧，业者计划启动第二轮涨价。 陆媒引述供应商和业内人士预计，由于成本上升和供应紧张，大陆玻璃纤维（玻纤布）制造商将启动新一轮涨价 潮，计划月度调价幅度为10% 至 15%，若按此节奏推进，到 2026 年底价格可能较当前翻倍，并将对电子产品及 PCB 产业链带来连锁影响。 值得注意的是，这一轮预期涨价并非从低位起步。 2025 年以来，玻璃纤维累计年涨幅已超过50%，新一轮涨价潮是在前期大幅上涨基础上的再次加码。 卓创资讯数据显示，2025 年 10 月、12 月及 2026 年 1 月、2 月，普通电子布已经经历四次涨价，涨价周期由季度 缩短至月度。 ...

Core Insights - Telephone and Data Systems, Inc. (TDS) reported strong fourth-quarter 2025 results, with both revenue and net income exceeding expectations, driven by growth in the Array segment and residential broadband connections [1][2][3] Financial Performance - TDS achieved a net income of $54.5 million or 32 cents per share from continuing operations, a significant increase from $18.3 million or 1 cent per share in the same quarter last year, surpassing the Zacks Consensus Estimate by 23 cents [2] - Total revenues reached $330.7 million, up from $295.4 million year-over-year, exceeding the Zacks Consensus Estimate by $11 million [3] - Array segment revenues increased to $60.3 million from $26.1 million, supported by strong tower rental revenues, resulting in an operating income of $8.6 million compared to a loss of $29.1 million in the prior year [4] Operational Highlights - TDS Telecom contributed $260.9 million to total revenues, slightly down from $264.3 million in the previous year, with total residential connections decreasing to 905,600 from 935,700 [5] - The company deployed 140,000 new marketable fiber addresses in 2025 and recorded 44,900 net broadband additions, with total broadband connections rising to 1,079,500 [6] Cost and Profitability - Total operating expenses were $313.9 million, up 13% from the prior year, while operating income remained relatively stable at $16.83 million [7] - Adjusted EBITDA for TDS Telecom was $85 million, an increase from $80 million, while Array Digital's adjusted EBITDA rose to $52.08 million from $24.5 million [7] Cash Flow and Liquidity - TDS generated $338.3 million in net cash from operating activities, an increase from $295.78 million in the previous year, with cash and cash equivalents totaling $765.9 million as of December 31, 2025 [8] Future Outlook - For 2026, TDS management anticipates total operating revenues for TDS Telecom to be between $1.015 billion and $1.055 billion, with adjusted EBITDA expected in the range of $310 million to $350 million [10] - Array is projected to have operating revenues between $200 billion and $215 billion, with adjusted EBITDA estimated at $200 million to $215 million [11]

Core Insights - Cogent Communications Holdings, Inc. (CCOI) reported mixed fourth-quarter 2025 results, with net income exceeding estimates while revenues fell short [1][9] Financial Performance - The company reported a net loss of $30.8 million or a loss of 64 cents per share, an improvement from a net loss of $43.3 million or a loss of 91 cents per share in the same quarter last year [2] - For the full year 2025, Cogent's net loss was $182.2 million or a loss of $3.80 per share, compared to a net loss of $204.1 million or a loss of $4.28 per share in 2024 [2] Revenue Breakdown - Service revenues decreased to $240.5 million from $252.3 million year-over-year, primarily due to a decline in Off-Net revenues, missing the Zacks consensus estimate of $243.01 million [3] - For 2025, total revenues fell to $975.8 million from $1.04 billion in 2024 [3] - On-Net revenues increased to $134.3 million from $128.8 million year-over-year, surpassing the estimate of $130.9 million, with customer connections rising to 87,944 from 87,500 [3] - Off-Net revenues were $92.9 million, down from $113.2 million in the previous year, with customer connections decreasing to 24,656 from 28,963 [4] - Wavelength revenues rose to $12.1 million from $7 million year-over-year, with customer connections increasing to 2,064 from 1,118 [4] - Non-core revenues decreased to $1.2 million from $3.4 million in the prior year, with customer connections dropping to 2,979 from 5,802 [5] Profitability Metrics - GAAP gross profit was $53.7 million, up from $29.8 million a year ago, with margins improving to 22.3% from 11.8% [6] - Non-GAAP gross profit increased to $112.5 million from $97.6 million year-over-year, with margins rising to 46.8% from 38.7% [6] - EBITDA for the quarter was $51.7 million compared to $41.9 million a year ago, with margins improving to 21.5% from 16.6% [7] - Adjusted EBITDA increased to $76.7 million from $66.9 million year-over-year, with margins rising to 31.9% from 26.5% [7] Cash Flow & Liquidity - In Q4 2025, the company utilized $6 million in cash for operations, compared to a cash generation of $14.5 million in the same quarter last year [10] - For the full year 2025, cash utilized for operating activities was $10.6 million, up from $8.6 million in 2024 [10] - As of December 31, 2025, Cogent had $205.1 million in cash and cash equivalents, down from $227.9 million a year ago, with finance lease obligations increasing to $597.2 million from $517.2 million [11]

Core Insights - Airgain, Inc. has secured a multiyear, multimillion-dollar embedded antenna design win for a next-generation 5G home connectivity platform [1] - The program involves Airgain's antenna systems for both a 5G fixed wireless access router and a companion in-home WiFi extender [1] - This partnership is with a major North American Mobile Network Operator, indicating significant industry collaboration [1] Company Summary - Airgain, Inc. is recognized as a leading provider of wireless connectivity solutions [1] - The company is expanding its product offerings in the 5G sector, which is crucial for future connectivity [1] Industry Summary - The announcement highlights the growing demand for 5G home connectivity solutions in the telecommunications industry [1] - The collaboration with a major North American MNO underscores the competitive landscape and the importance of innovative antenna technology in enhancing wireless services [1]

Telephone and Data Systems (NYSE:TDS) Q4 2025 Earnings call February 20, 2026 10:00 AM ET Company ParticipantsAnthony Carlson - President and CEODavid Barden - Head of US Communication ServicesJohn Toomey - Treasurer and VP of Corporate RelationsKen Dixon - President and CEOKris Bothfeld - VP of Financial Analysis and Strategic PlanningMichael Rollins - Managing DirectorRic Prentiss - Managing DirectorVicki Villacrez - EVP and CFOWalter Carlson - President and CEOConference Call ParticipantsSebastiano Petti ...

Core Insights - Bandwidth Inc. reported modest fourth-quarter 2025 results, with revenues slightly exceeding estimates and adjusted earnings meeting expectations [1][3] Revenue Performance - Quarterly revenues decreased to $207.7 million from $210 million in the prior-year quarter, primarily due to lower messaging surcharges and the absence of political campaign revenues, although it beat the Zacks Consensus Estimate of $207.2 million [5][9] - For 2025, total revenues increased to $753.8 million from $748.5 million in 2024 [5] Income and Earnings - On a GAAP basis, the net loss for the quarter was $3 million or a loss of 10 cents per share, compared to a net loss of $1.8 million or a loss of 6 cents per share in the prior-year quarter [2] - Non-GAAP net income for the quarter was $11.5 million or 35 cents per share, slightly down from $11.6 million or 37 cents per share in the prior-year quarter, aligning with the Zacks Consensus Estimate [3] Gross Profit and Margins - Non-GAAP gross profit for the quarter was $86.3 million with a margin of 57%, compared to $83.4 million and a margin of 58% in the year-ago quarter [7] - For 2025, non-GAAP gross profit rose to $326 million from $307.9 million in 2024, with respective margins of 58% and 57% [7] Cash Flow and Liquidity - In the fourth quarter, cash generated from operations was $38.6 million, up from $36.5 million in the year-earlier quarter [8] - For 2025, cash from operating activities totaled $89.5 million compared to $83.9 million in 2024 [8] Future Outlook - For the first quarter of 2026, Bandwidth expects revenues between $200 million and $203 million, with adjusted EBITDA forecasted in the range of $21 million to $24 million [10] - For 2026, the company anticipates revenues between $864 million and $884 million, indicating approximately 16% year-over-year growth, and adjusted EBITDA expected to be between $117 million and $123 million [11]

Core Insights - Universal Display Corporation (OLED) reported strong fourth-quarter 2025 results, with adjusted earnings exceeding Zacks Consensus Estimate and revenue growth driven by increased material sales, royalties, and license fees [1][3][4] Financial Performance - Net income for Q4 2025 was $66.3 million or $1.39 per share, up from $46.01 million or 96 cents per share in Q4 2024, beating the Zacks Consensus Estimate by 11 cents [3] - Revenues reached $173 million in Q4 2025, compared to $162.3 million in the same quarter last year, matching consensus estimates [4] - For the full year 2025, net income was $242.1 million or $5.08 per share, an increase from $222.1 million or $4.65 per share in 2024 [3] - Total revenues for 2025 were $650.6 million, slightly up from $647.7 million in 2024 [4] Revenue Breakdown - Material sales contributed $95.5 million to revenues, an increase from $93.3 million in the prior-year quarter, exceeding estimates [5] - Revenues from green emitter sales rose to $74 million from $67 million year-over-year, while red emitter sales decreased to $21 million from $25 million [5] - Royalties and license fees generated $72.6 million, up from $64.4 million in the previous year, although it fell short of estimates [6] Operational Metrics - Quarterly gross profit was $131.6 million, compared to $124.9 million in the prior-year quarter, with a gross margin of 76%, down from 77% [7] - Operating income was $67.2 million, with a margin of 39%, compared to $52.5 million and 32% in the year-ago quarter [7] Cash Flow and Liquidity - In 2025, cash generated from operating activities was $210.8 million, down from $253.7 million in the previous year [8] - As of December 31, 2025, the company had $138.4 million in cash and cash equivalents, an increase from $98.9 million a year ago [8] Future Guidance - For 2026, OLED expects revenues between $650 million and $700 million, with a gross margin forecast of 74% to 76% [10][11] - Management remains optimistic about long-term growth potential, driven by increasing OLED usage in various consumer electronics and IT applications [11]

For the full year 2025, Inseego reported revenue of $166.2 million , non-GAAP gross margin of 43% , and Adjusted EBITDA of $20.1 million (a 12.1% margin). Gatoff said the full-year gross margin level was the highest, on an apples-to-apples basis, in more than a decade.Non-GAAP operating expenses: $17.0 million, or 35% of revenue, reflecting investments in sales and marketing and R&D to support Tier 1 execution and new product launches.Gatoff said Q4 revenue was driven by higher mobile volumes, increased cha ...

Q4 2025 revenue of $48.4 million, third consecutive quarter of sequential growthQ4 2025 Adjusted EBITDA* of $6.0 million and 12.4% margin and GAAP Net Income of $0.5 millionEliminated all outstanding Preferred Stock at 38% Discount SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Inseego Corp. (Nasdaq: INSG) (the “Company”), a global leader in 5G mobile broadband and 5G fixed wireless access (FWA) solutions, today reported its results for the fourth quarter and full year ended December 31, 2025. “Q4 was another ...

Liberty Latin America (NasdaqGS:LILA) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBalan Nair - CEOChris Noyes - CFOMichael Rollins - Managing DirectorZoe Lawrenson - Senior Director of Strategy and Corporate DevelopmentConference Call ParticipantsChris Hoare - Equity Research AnalystMatthew Harrigan - Equity Research AnalystOperatorGood day, everyone. You are holding for Liberty Latin America's full year 2025 investor call. Thank you for your patience. The investor call will begi ...