Financial Data and Key Metrics Changes - NETGEAR achieved its first year of revenue growth since 2020, with full-year revenues of $699.6 million, up 3.8% year-over-year [26] - Non-GAAP gross margin reached an all-time high of 41.2% in Q4 2025, marking an 840 basis point increase compared to the prior year [27] - Non-GAAP operating profit for the full year was $5.9 million, resulting in a non-GAAP operating margin of 0.8%, the first return to profitability since 2021 [27] Business Line Data and Key Metrics Changes - The enterprise segment generated $89.4 million in revenue for Q4, up 10.6% year-over-year, while the consumer segment reported $93.1 million, down 8.4% year-over-year [22][24] - The enterprise gross margin was 51.4%, up 750 basis points year-over-year, driven by strong demand for Pro AV managed switches [30] - The consumer segment's gross margin improved to 31.4%, a 750 basis point increase year-over-year, aided by a better product mix [30] Market Data and Key Metrics Changes - The enterprise business saw double-digit growth year-over-year, with ASP and units growing in the Pro AV managed switch products [20] - The consumer business experienced a decline in sales to service providers by approximately 30% compared to the prior year, while core consumer business increased by 1.6% [26] - The company ended Q4 with 558,000 recurring subscribers, contributing to an 18% year-over-year growth in ARR, reaching over $40 million [25][79] Company Strategy and Development Direction - NETGEAR is focusing on transforming its business by investing in high-growth opportunities, particularly in the enterprise segment, while also enhancing software capabilities through acquisitions [8][9] - The company aims to increase its enterprise business to represent about 65% of overall revenue, which is expected to drive margin expansion [74] - A recent restructuring was implemented to empower business units and streamline execution, impacting approximately 5% of employees [15] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges due to memory shortages impacting the consumer business, but expressed confidence in mitigating these issues through various strategies [16][17] - The company remains optimistic about its long-term growth trajectory, despite potential headwinds in the second half of 2026 due to rising memory costs [35] - Management emphasized the importance of maintaining operational efficiency and agility in navigating supply chain challenges [19] Other Important Information - NETGEAR repurchased approximately $50 million in shares during 2025, reflecting its commitment to returning capital to shareholders [15][34] - The company is preparing for potential regulatory changes that could impact competition, particularly concerning foreign adversaries in the market [49][50] Q&A Session Summary Question: Can you elaborate on the potential impact of memory prices on the business? - Management indicated that mitigation efforts are in place, including cost-sharing and adjusting procurement strategies, but the impact remains unpredictable [40][42] Question: What is the competitive pricing environment in the consumer market? - Management noted that while enterprise pricing is increasing, the consumer side is more complex, with some competitors not raising prices [46][48] Question: How is the channel inventory health and the rollout of Wi-Fi 7? - Management confirmed that retail partners are tightening inventory levels, aligning with expectations for the new Wi-Fi 7 rollout [62] Question: What is the outlook for operating leverage and margin expansion? - Management stated that investments in the enterprise side are expected to yield long-term benefits, with a focus on maintaining operational discipline [71][74]

Financial Data and Key Metrics Changes - Digi International reported quarterly revenues of $122 million, an 18% increase year-over-year [4] - Annualized recurring revenue (ARR) reached $157 million, up 31% year-over-year, marking the fifth consecutive quarter of double-digit growth [4] - Adjusted EBITDA for the quarter was $32 million, a 23% increase year-over-year, with an adjusted EBITDA margin of 25.8%, a new quarterly record [4] - The company generated $36 million in cash during the quarter [4] Business Line Data and Key Metrics Changes - IoT solutions segment grew by 32% year-over-year, while IoT products and services segment grew by 26% year-over-year [5] - The integration of Jolt into SmartSense One is progressing well, with strong customer response and cross-selling opportunities [5] Market Data and Key Metrics Changes - The company is seeing success across various verticals, including mass transit, utility segments, and retail digital signage, with improvements noted in the data center segment [17] - The demand environment is improving, particularly in the context of AI infrastructure buildout [19] Company Strategy and Development Direction - The acquisition of Particle is expected to enhance Digi's edge-to-cloud capabilities and expand its addressable market in IoT device management [5] - The company aims to achieve $200 million in ARR and adjusted EBITDA by the end of fiscal 2028, with strategic acquisitions being a priority [8] - Digi is focusing on profitable growth rather than growth at all costs, emphasizing the importance of scaling the business sustainably [27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand across various sectors, despite challenges such as tariffs and memory pricing volatility [36] - The company anticipates ARR growth of 23%, revenue growth of 14%-18%, and adjusted EBITDA growth of 17%-21% for fiscal 2026 [10] Other Important Information - The company has updated its adjusted net income per diluted share metric to include interest expense, with an expected range of $0.56-$0.59 per diluted share [11] - The guidance for the second fiscal quarter estimates revenues between $124 million and $128 million, with adjusted EBITDA expected between $31.5 million and $33.0 million [10] Q&A Session Summary Question: Can you comment on the demand environment and specifically on data centers? - Management noted success in various verticals, including data centers, and indicated that the demand environment is improving [17][19] Question: How does the Particle acquisition impact sales synergy opportunities? - The acquisition is expected to enhance embedded-as-a-service offerings and improve customer engagement through direct relationships with OEMs [21][22] Question: What are the dynamics in the competitive landscape for gateways? - Management highlighted the momentum in cellular router and Ventus business segments, noting concerns about Chinese-originated parts among certain customers [45] Question: What is the status of the memory pricing impact on device customers? - Management indicated that while memory pricing is volatile, they are managing supply allocations effectively and do not foresee significant immediate impacts on device customers [54] Question: How are the integration efforts for the Jolt acquisition progressing? - Integration efforts are on track, with successful collaboration between field teams and support services [57]

Financial Data and Key Metrics Changes - Net sales grew 24.6% to $615 million, with product sales increasing 32.2% year-over-year, driven by strong performance in data center, cloud, networking, and security [5][12] - Net earnings from continuing operations increased 129.3% to $33.4 million, with adjusted EBITDA rising 97% to $53.4 million, reflecting a margin of 8.7%, which is 320 basis points higher than the previous year [9][17] - Year-to-date consolidated net sales increased 22.2% to $1.86 billion, with net earnings from continuing operations totaling $98.7 million, a 68.5% increase from the prior year [18] Business Line Data and Key Metrics Changes - Product revenue grew 32.2% year-over-year to $501.9 million, while service revenue totaled $112.8 million, slightly down from $113.6 million in the prior year [12] - Managed services revenue grew 10.5%, while professional services revenue declined 7.8% due to project delays in the retail sector [12][29] - Security gross billings for products and services grew 16.4% year-over-year, with a 27.6% increase over the trailing 12 months, as customers prioritize cybersecurity investments [8] Market Data and Key Metrics Changes - The company saw growth across all customer size segments, with particularly strong performance in the mid-market and enterprise space [4] - Telecom, media, and entertainment accounted for 27% of net sales, while technology, SLED, and healthcare each accounted for 13%, and financial services at 9% [13] Company Strategy and Development Direction - The company is focused on expanding its solutions portfolio, growing professional and managed services capabilities, and extending geographic reach [10] - The strategy emphasizes AI, cloud, security, and networking, which are seen as key growth areas [4][10] - The company is evaluating acquisitions and investments to enhance its position in higher growth areas and support long-term vision [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued growth, supported by industry demand trends and financial flexibility [11] - The company raised its full-year guidance for net sales to 20%-22% year-over-year growth, up from mid-teens, and adjusted EBITDA growth to 41%-43% [22][23] - Potential near-term risks include an industry-wide memory shortage, which could impact customer deployments [23] Other Important Information - The company repurchased over 200,000 shares during the quarter and announced a quarterly dividend of $0.25 per common share [5][20] - Cash and cash equivalents at quarter end totaled $326.3 million, down from $389.4 million, primarily due to working capital needs [19] Q&A Session Summary Question: Nature of outsized projects from enterprise customers - Management noted that mid-market customers had the biggest growth, with some large enterprise customers contributing significantly to Q3 performance, but they do not expect to replicate this in Q4 [26][27] Question: Professional services project delays - Management expects project delays from retail customers to materialize in fiscal 2027, attributing the decline in professional services to a few customers and tough comparisons from the previous year [28][29] Question: Inventory build and project timing - Inventory increased due to demand, and management expects levels to remain inflated in the next several quarters [34] Question: Impact of AI on business - AI is now seen as a tailwind, driving growth in data center, cloud, and networking areas, with customers defining use cases and modernizing legacy systems [36][38] Question: Importance of integrated solutions - Integrated solutions across AI, cloud, and networking are becoming a differentiator for the company, as customers prefer to work with fewer strategic vendors [39]

ASGN (NYSE:ASGN) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsKimberly Esterkin - VP of Investor RelationsMarie Perry - CFOShiv Iyer - PresidentTheodore Hanson - CEOConference Call ParticipantsJeffrey Silber - AnalystKevin McVeigh - AnalystMaggie Nolan - AnalystMark Marcon - AnalystSurinder Thind - AnalystTobey Sommer - AnalystOperatorGreetings, and welcome to the ASGN Incorporated Fourth Quarter and Full Year 2025 Earnings Call. At this time, all participants are on a listen-only ...

As filed with the U.S. Securities and Exchange Commission on February 4, 2026. Registration Statement No. 333-293126 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM S-1/A Amendment No. 1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 IVEDA SOLUTIONS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) 1744 S. Val Vista Suite 213 Mesa, Arizona 85204 (Address, including zip code, and telephone number, ...

Wolfspeed FY26 Q2 Earnings February 2026 © 2026 Wolfspeed, Inc. All rights reserved. Wolfspeed® and the Wolfstreak logo are registered trademarks and the Wolfspeed logo is a trademark of Wolfspeed, Inc. NON-GAAP MEASURES & FORWARD LOOKING STATEMENTS Non-GAAP Financial Measures: This presentation highlights the Company's financial results on both a GAAP and a non-GAAP basis. The GAAP results include certain costs, charges and expenses that are excluded from non-GAAP results. By publishing the non-GAAP measur ...

Core Insights - PTC reported strong financial results for Q1 2026, driven by large deal volumes and competitive displacements, indicating a robust demand capture strategy [2][4] - The company's Intelligent Product Lifecycle vision is gaining traction, emphasizing the importance of product data as a key asset for AI-driven transformation [3] Financial Performance - Annual Recurring Revenue (ARR) for Q1 2026 was $2,494 million, a 13% increase from $2,205 million in Q1 2025 [4] - Revenue reached $686 million, reflecting a 21% year-over-year growth [4][5] - Operating cash flow increased by 13% to $270 million, while free cash flow also rose by 13% to $267 million [4][7] - Earnings per share (EPS) for Q1 2026 was $1.39, up 104% from $0.68 in Q1 2025 [4][6] Strategic Initiatives - The company is executing a $2 billion share repurchase program, having repurchased $200 million worth of shares in Q1 2026 [7][9] - PTC is embedding AI across its portfolio to enhance customer adoption and value [7] - The divestiture of Kepware and ThingWorx is progressing, with expected net after-tax proceeds of approximately $365 million to be used for further share repurchases [11][20] Guidance and Future Outlook - For FY 2026, PTC expects constant currency ARR growth of 7% to 9%, with guidance for revenue between $2,675 million and $2,940 million [10][20] - Operating cash flow is projected to be around $1,030 million, with free cash flow also expected to be approximately $1,000 million [10][20] - The company anticipates a decrease in fully diluted shares to approximately 119 million by Q2 2026 [20]

Group 1 - Las Vegas Sands Corp. (NYSE:LVS) is a significant player in the S&P 500, recently highlighted for its stock performance [1] - The stock experienced a 19% decline last month, attributed to disappointing quarterly results and weak margins in Macau due to high promotional spending [1] - The company operates resorts that include hotels, casinos, and retail malls, along with convention facilities, restaurants, and entertainment venues [2] Group 2 - While Las Vegas Sands shows potential as an investment, certain AI stocks are considered to have greater upside potential and lower downside risk [3]

The December quarter earnings season for the “Magnificent 7” has been tepid at best until now. Tesla (TSLA) closed in the red following its Q4 report, while Apple (AAPL) was flat following the confessional. Microsoft (MSFT), meanwhile, saw a nearly double-digit dip and had its worst year since 2020. Meta Platforms (META), however, stood out and soared after better-than-expected Q4 earnings and upbeat Q1 guidance. All eyes are now on the remaining constituents, with Alphabet (GOOG) (GOOGL) set to report a ...

Core Viewpoint - Kenvue Inc. has been downgraded by Jefferies from Buy to Hold, with a reduced price target of $18, reflecting concerns over limited upside potential and litigation risks following the approval of its merger with Kimberly-Clark [1][7]. Group 1: Merger Approval - Shareholders of both Kimberly-Clark and Kenvue have overwhelmingly approved the merger, with approximately 96% of Kimberly-Clark shares and about 99% of Kenvue's voting shares in favor [2]. - The merger is expected to create a global leader in health and wellness by combining well-known brands such as Huggies, Kleenex, Tylenol, and Neutrogena, with the transaction anticipated to close in the second half of 2026, pending regulatory approvals [3]. Group 2: Company Overview - Kenvue Inc. operates as a consumer health company across various regions, including the US, Europe, the Middle East, Africa, Asia-Pacific, and Latin America, and is structured into three segments: Self Care, Skin Health and Beauty, and Essential Health [4].