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]

Key Takeaways OLED reported Q4 EPS of $1.39, up from 96 cents, as revenues rose to $173M and met estimates.Material sales and royalties drove growth, with green emitter sales climbing to $74M in the quarter.OLED expects revenues of $650M-$700M and gross margin of 74%-76% in 2026.Universal Display Corporation (OLED) reported relatively healthy fourth-quarter 2025 results, with adjusted earnings beating Zacks Consensus Estimate while the top line matched the same. The company reported a top-line expansion yea ...

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 ...

中新社北京2月18日电 题：拓新、驰骋、交流：北京高校台生的马年关键词 作者 李百加 2026年，他期盼继续在专业领域"驰骋"，"持续突破，为通信技术高质量发展贡献力量"。 在近年的人工智能发展中，通义千问、DeepSeek等人工智能大模型稳步领跑。来自台湾桃园市的赖瀚 宇并不意外，在高中时他便看好大陆在这一领域集聚的潜力与动能。由此，赖瀚宇选择到北京清华大学 深造，最初就读于电子信息类专业，后来转入计算机科学与技术系，一路攻读至博士三年级。2025年， 他所参与的团队在开源模型方向取得阶段性成果，相关应用引发业内一定的关注。 赖瀚宇认为，大陆人工智能将在底层模型和关键技术层面迎来更多突破，其开源生态也将加速产业自我 迭代，成为赋能各行业的重要力量。 "大陆以拓新之势持续领跑，已跻身人工智能发展全球第一梯队。"赖瀚宇同样以"拓新"展望自己的2026 年，期盼在基础研究与应用落地之间持续深耕。 驰骋：为通信技术发展贡献力量 "通信、感知、控制一体化技术主要通过优化时延、可靠率等关键指标，提升智能工厂产线效能。"谈起 专业，来自台湾新北市的陈光思路清晰。 基于对大陆通信技术发展及深度嵌入实体产业的观察，陈光在高中 ...

Core Insights - Khaveen Investments is a global investment advisory firm that serves high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund has a diversified portfolio with exposure to various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing global macro, fundamental, and quantitative strategies [1] - The firm's expertise focuses on disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Viewpoint - The SPDR Gold Trust provides direct exposure to gold prices, while the iShares Silver Trust is highlighted as a potentially better investment due to silver's broader industrial applications and recent price corrections [1][2]. Investment Performance - The SPDR Gold Trust has increased by over 70% in the past year and nearly tripled in value over the last five years [2]. - The iShares Silver Trust is suggested as a more favorable option following a significant price correction [2]. Industrial Demand for Silver - Silver has more industrial applications than gold, making it essential for sectors like artificial intelligence, electronics, medical devices, and 5G infrastructure [4][5]. - The artificial intelligence market is projected to grow at a 30.6% CAGR until 2033, while the 5G market is expected to maintain a 13.1% CAGR during the same period [5]. Price Potential - As demand from various industries increases, silver is anticipated to experience price rallies, benefiting the iShares Silver Trust [6]. - Silver serves as a store of value and an inflation hedge, similar to gold, but with additional industrial demand [7]. Market Correlation - Silver has a lower correlation to the stock market compared to other assets, although it still has some correlation due to its industrial uses [8]. - The industrial applications of silver are currently acting as significant tailwinds for its demand [9]. Risk and Upside - Silver is considered less risky than other lesser-known metals used in AI infrastructure, while offering higher potential upside compared to gold in a bullish economic cycle [9].

Core Viewpoint - Turkcell Iletisim Hizmetleri A.S. is identified as one of the best undervalued European stocks to buy, with a price target set at TRY126.40 while maintaining a Buy rating from BofA Securities [1]. Group 1: Financial Performance and Projections - Turkcell's revenue is projected to increase by approximately 7% excluding inflation by 2026, with strong margins expected to be around 43% [1][2]. - The company's financial position is anticipated to show a net debt to EBITDA ratio of 0.9x by 2026, which indicates a manageable leverage level [3][4]. - Turkcell is expected to maintain a dividend payment ratio of 50% due to its modest net foreign exchange exposure [4]. Group 2: Growth Catalysts - The commercial introduction of 5G in April 2026 is seen as a potential catalyst for Turkcell's performance [2][3]. - Turkcell's unique presence in data centers is projected to contribute approximately 10% of its revenue over the next five years [2][3]. Group 3: Company Overview - Turkcell Iletisim Hizmetleri A.S. is a Turkish provider of converged telecommunication and technology services, offering tower and satellite services, fixed data services, international roaming services, and voice services [5].