Bandwidth (NasdaqGS:BAND) Q4 2025 Earnings call February 19, 2026 08:00 AM ET Speaker6Good day, and welcome to the Bandwidth Inc. fourth quarter and full year 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your telephone keypad, and to withdraw your que ...

Core Insights - Snowflake Inc. has experienced a significant decline in stock value, losing over 36% since early November 2025 due to market revaluation amid AI-related threats, referred to as the "SaaSpocalypse" [2] Company Overview - Snowflake Inc. is categorized under SaaS-associated stocks, which have been heavily impacted by market conditions and investor sentiment regarding high-multiple valuations [2] Investment Analysis - Oakoff Investments, a personal portfolio manager and quantitative research analyst, provides insights into balancing growth and value, sharing proprietary Wall Street information [2] - The investing group Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [2]

Financial Data and Key Metrics Changes - Revenue for the fourth quarter increased by 4.9% in constant currency, with e-commerce growth at 24% [4][14] - Adjusted operating income grew by 10.5%, outpacing sales growth [4][14] - For the full year, total revenue exceeded $700 billion for the first time, with a 5% increase in constant currency [14] - Adjusted operating income for the full year grew by 5.4%, despite a 300 basis point headwind from increased claims expenses [14][23] Business Line Data and Key Metrics Changes - Walmart U.S. comp sales rose by 4.6%, with e-commerce sales growing by 27% [14][15] - International segment operating income increased by over 26%, driven by improved e-commerce economics [15] - Advertising income globally increased by 37%, with Walmart Connect in the U.S. up by 41% [16][35] - Membership income grew by over 15%, reflecting strength in Sam's Club in China and the U.S. [16] Market Data and Key Metrics Changes - E-commerce sales in China grew by 28%, representing more than 50% of the sales mix in that market [15] - Fast delivery services in the U.S. saw a growth of over 60% year-over-year [9][15] - The majority of share gains in the U.S. came from households earning over $100,000, while lower-income households are managing spending carefully [5][6] Company Strategy and Development Direction - The company is focused on an omnichannel strategy, leveraging technology and automation to enhance customer experience and delivery speed [4][9] - Investments in AI and technology are aimed at improving inventory management and customer engagement through tools like Sparky [10][11] - The strategy includes capital allocation based on return on investment, with a focus on maintaining a strong value proposition for customers [7][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's momentum and the ability to navigate complex operating conditions [13][41] - The outlook for the upcoming fiscal year includes sales growth expectations of 3.5% to 4.5% and operating income growth of 6% to 8% [21][22] - Management remains cautious about potential economic headwinds but is optimistic about the company's ability to outperform guidance [41][42] Other Important Information - The company authorized a $30 billion share repurchase program, its largest to date, reflecting confidence in cash flow generation [23] - Capital expenditure levels for FY 2027 are expected to be approximately 3.5% of sales, with a focus on supply chain automation and store remodels [24] Q&A Session Summary Question: On agentic commerce and its impact on customer traffic and advertising - Management highlighted that agentic commerce is part of the omnichannel strategy, enhancing customer intent understanding and driving higher average order values [28][29][32] Question: Regarding unexpected costs and outlook for the year - Management noted a measured approach to guidance, considering potential economic indicators while maintaining flexibility [37][41] Question: On disinflation and its impact on pricing - Management indicated that inflation trends are expected to remain stable, with some pressures from legislation affecting drug prices [44][45] Question: About e-commerce profitability and competition - Management emphasized the importance of maintaining share momentum through effective inventory management and leveraging technology [84]

Johnson Controls International (NYSE:JCI) 2026 Conference February 19, 2026 08:00 AM ET Company ParticipantsAndy Kaplowitz - Managing Director and Head of the Industrials Sector Research TeamMarc Vandiepenbeeck - EVP and CFOAndy KaplowitzWe're very excited to start day three of our conference with Johnson Controls. We've got Marc Vandiepenbeeck with us, who is the EVP and CFO of Johnson Controls. Marc, as I walk over, a lot's been going on over the last year for you guys. I wanna start with JCI's transforma ...

Raspberry Pi, the maker of basic, cheap computers, is in the midst of a retail investor stock frenzy that brings the glory days of GameStop to mind. Over the past week, shares in the company, which trades on the London Stock Exchange, have increased nearly 50%. The spike came as a surprise to pretty much everyone, including CEO Eben Upton, who was on vacation when the sharp rise began. “It does seem like people are picking us for these applications,” Upton told Bloomberg. “I don’t know if ‘meme stock’ is ...

2026年2月18日消息，腾讯于昨日发文公布了元宝分10亿红包春节活动数据，活动期间主会场累计抽奖达36亿次，用户AI创作互动超10亿次。 本次活动依托微信生态与AI互动设计，腾讯元宝为用户提供了全面，且富有节日趣味的互动体验，成为春节AI应用场景的重要实践。 官方表示，春节期间，元宝派里会继续派发红包，与好友一起热聊、一起看、一起听，将有机会掉落惊喜。 此外，活动期间超3400万人领取了好友分享红包，累计领取次数达2.1亿次。 具体来看，抢红包活跃用户中49%来自三四线及以下城市，下沉市场成为本次活动主力军；30-40岁用户最爱使用"拜年朋友圈"功能，成为春节线上社交核 心人群；马上就发财"红包封面最受用户欢迎，登顶热门祝福封面榜首。 ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying TEM stock? Here’s what analysts think: Photo via Shutterstock ...

2 This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include but are not limited to statements relating to: our financial guidance for 2026 and underlying assumptions; expected timing of the closing of the Depop transaction; the impact of AI, ML, and LLMs, including expanded AI-driven tools and insights; the impact of agentic shopping and our partnerships with OpenAI, Google Gemini, Microsoft Copilot, and Stripe; our product de ...

Company expects 48% increase in annual revenue to $20-$22 million, positive adjusted EBITDA from operations of $1.5-$2.0 million in 2026 SINGAPORE, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Genius Group Limited (NYSE American: GNS) (“Genius Group”, “GNS” or the “Company”), a leading AI-powered, Bitcoin-first education group, today released its AI Powered Education Plan and Financial Outlook for 2026. The Company has organized its business units under three business units in 2026: Genius School, Genius Academy and ...

Q2 FY26 Investor presentation . Disclaimer. This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation, other than statements of historical facts, are forward-looking statements. The words "believe," "estimate," "expect," "may," "will" and similar expressions are intended to identify forward- looking statements. Such forward-looking statements include, but are not limited to, the statements r ...