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BlackBerry Lifts Outlook, But Analysts Warn Of QNX Deceleration
Benzinga· 2025-12-19 17:53
Core Insights - BlackBerry Limited's stock declined despite exceeding third-quarter earnings and revenue expectations, along with an improved fiscal 2026 outlook [1][2][3] Financial Performance - The company reported third-quarter revenue of $141.8 million, surpassing analyst estimates of $137.4 million [2] - Adjusted earnings for the quarter were 5 cents per share, exceeding estimates of 4 cents per share [2] - BlackBerry raised its fiscal 2026 revenue guidance to a range of $531 to $541 million, compared to estimates of $531.94 million [3] Analyst Commentary - RBC Capital Markets analyst Paul Treiber maintained a Sector Perform rating with a price target of $4.50, noting that the third-quarter results exceeded both the firm's and consensus expectations [4] - The revenue beat was largely attributed to one-time revenue in the Secure Communications segment, rather than sustained growth in QNX [4] QNX Performance - QNX revenue increased by 10% year-over-year but fell slightly short of expectations and showed a slowdown from the previous quarter's growth rate [5] - Guidance for the fourth quarter indicates a deceleration in QNX's year-over-year growth, suggesting a lower growth trajectory despite easier comparisons [5] - BlackBerry narrowed its fiscal 2026 QNX revenue outlook, with investor visibility into QNX growth diminishing, as recent growth is significantly linked to Radar rather than core demand [5] Market Reaction - Following the earnings report, BlackBerry shares dropped by 11.09%, trading at $3.845 at the time of publication [6]
Birkenstock posts FY25 revenue growth of 18%
Yahoo Finance· 2025-12-19 11:27
UK-based Birkenstock reported fiscal year 2025 (FY25) revenue of €2.09bn ($2.44bn) for the year ended 30 September 2025, surpassing the company’s previously issued guidance. It represents a 16% year-on-year increase and on a constant currency basis, revenue rose 18%, ahead of its 15-17% growth outlook. Net profit increased 82% to €348.3m while earnings per share (EPS) rose to €1.87 from €1.02 a year earlier. Adjusted net profit grew 44% to €345.6m and adjusted earnings per share increased 45% to €1.85. ...
Google Stock's $350 Billion Gift To Investors
Forbes· 2025-12-18 16:05
The Google logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 15, 2025. (Photo Illustration by Jaque Silva/NurPhoto via Getty Images)NurPhoto via Getty ImagesOver the past ten years, Google stock (NASDAQ: GOOGL) has delivered a staggering $357 billion back to its investors through cash, in the form of dividends and stock buybacks. Separately, see –What’s Happening With Oracle Stock?This massive capital return was fueled by explosive revenue growth—Google’s ann ...
Will Strength in Biotechnology Unit Continue to Drive Danaher's Growth?
ZACKS· 2025-12-18 15:56
Key Takeaways Biotechnology segment at DHR posted 6.5% core revenue growth in Q3 2025 on sustained bioprocessing momentum.Strong consumables and mAbs demand drove bioprocessing orders higher for a ninth quarter at Danaher.Despite equipment demand headwinds, Danaher expects Biotechnology core revenues to rise about 5% in Q4 2025.Danaher Corporation (DHR) has been benefiting from strength in its Biotechnology segment. In the third quarter of 2025, the segment’s core revenues increased 6.5% on a year-over-year ...
Investors Heavily Search ONESPAN INC (OSPN): Here is What You Need to Know
ZACKS· 2025-12-18 15:01
OneSpan (OSPN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this internet security company have returned +4.2%, compared to the Zacks S&P 500 composite's +0.9% change. During this period, the Zacks Internet - Software industry, which OneSpan falls in, has gained 3.5%. The key question now is: What could be the stock's future direct ...
Performance Comparison: Broadcom And Competitors In Semiconductors & Semiconductor Equipment Industry - Broadcom (NASDAQ:AVGO)
Benzinga· 2025-12-18 15:00
In today's fast-paced and highly competitive business world, it is crucial for investors and industry followers to conduct comprehensive company evaluations. In this article, we will delve into an extensive industry comparison, evaluating Broadcom (NASDAQ:AVGO) in relation to its major competitors in the Semiconductors & Semiconductor Equipment industry. By closely examining key financial metrics, market standing, and growth prospects, our objective is to provide valuable insights and highlight company's pe ...
Should You Buy, Sell or Hold CCL Stock Before the Q4 Earnings Release?
ZACKS· 2025-12-17 17:11
Key Takeaways CCL's Q4 EPS is projected at 25 cents, implying 78.6% year-over-year growth on higher revenues.Carnival likely saw gains from strong close-in demand, disciplined pricing and rising onboard spending.CCL faces margin pressure from likely high costs, ship maintenance and ongoing destination investments.Carnival Corporation & plc (CCL) is scheduled to release fourth-quarter fiscal 2025 results on Dec. 19.The Zacks Consensus Estimate for CCL’s fiscal fourth-quarter earnings per share (EPS) is pegge ...
Inquiry Into Broadcom's Competitor Dynamics In Semiconductors & Semiconductor Equipment Industry - Broadcom (NASDAQ:AVGO)
Benzinga· 2025-12-17 15:00
In the fast-paced and highly competitive business world of today, conducting thorough company analysis is essential for investors and industry observers. In this article, we will conduct an extensive industry comparison, evaluating Broadcom (NASDAQ:AVGO) in relation to its major competitors in the Semiconductors & Semiconductor Equipment industry. Through a detailed examination of key financial metrics, market standing, and growth prospects, our objective is to provide valuable insights and illuminate compa ...
Bunzl Expects Revenue Growth, Backs Guidance
WSJ· 2025-12-17 08:21
Core Viewpoint - The distribution-and-outsourcing group anticipates strong performance in the final quarter, driven by new business opportunities in North America [1] Group 1 - The company expects good momentum in the final quarter [1] - New business in North America is expected to provide significant support [1]
Champions Oncology(CSBR) - 2026 Q2 - Earnings Call Transcript
2025-12-15 22:32
Financial Data and Key Metrics Changes - Total revenue for Q2 2026 was $15 million, an increase of 11% year-over-year from $13.5 million in Q2 2025, driven by improved conversion of booked work due to a lower level of cancellations [8][9] - Income from operations for the quarter was $185,000, and adjusted EBITDA was approximately $800,000, with the company on track to achieve full-year positive adjusted EBITDA [8][9] - Gross margin improved to 52% compared to 45% in the previous year, supported by flat cost of sales despite increased revenue [9] Business Line Data and Key Metrics Changes - The company reported continued success in radiolabeling and radiopharmaceutical support workflows, which are expected to become a more significant part of the service offering over time [4][5] - Investments in the data platform are ongoing, enhancing its functionality and expanding utility for pharma partners, which is viewed as a critical long-term value driver [5][6] Market Data and Key Metrics Changes - The broader environment shows gradual improvement across pharma and biotech budgets, with customer engagement and opportunity pipeline generation improving relative to the previous year and a half [3] - A recent survey indicated that over a third of biotech executives plan to increase outsourcing next year, suggesting a positive trend for the company's services [15] Company Strategy and Development Direction - The company aims to deliver year-on-year revenue growth, invest in growth levers like data platforms, and maintain fiscal discipline to avoid shareholder dilution [2][3] - Focus remains on execution, maximizing conversion of existing bookings, improving operational efficiency, and advancing capabilities to distinguish the company in the market [3][7] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for booking momentum in the next calendar year as R&D budgets reset for 2026 [3] - The company is encouraged by improved operational discipline, a strengthening commercial position, and strategic investments in areas with competitive advantages [7][11] Other Important Information - Corelia, a wholly-owned subsidiary focused on target discovery, is making progress in discussions with potential venture capital funding partners, with plans to redirect investment dollars toward accelerating growth in the data business once funding is secured [6] Q&A Session Summary Question: Has there been an uptick in inbound call volume regarding RFPs, and how quickly can the company return to double-digit revenue growth? - Management noted optimism regarding opportunity generation and improvements in the market, with investments in the commercial team positioning the company well for recovery [15] Question: Are sales and marketing investments targeting the data opportunity exclusively? - Management highlighted a recent hire to lead the data business, emphasizing the strategic mindset and domain expertise brought to the team, which will support both data and other services [16] Question: What are the expectations for gross margins moving forward? - Management indicated that gross margins for the service business are expected to remain in the 50%-52% range, with potential fluctuations due to various expenses [19][20] Question: Can the company provide updates on Corelia's drug candidates and potential valuations? - Management refrained from sharing specific details about Corelia but expressed excitement about the data and traction with venture capital partners [22]