Core Insights - Nvidia's annual report for this year is significantly leaner, omitting key sections on climate change and diversity compared to last year's report [1][2] - The company reported strong fiscal year 2026 earnings, with revenue of $68.1 billion, a 73% year-over-year increase, and profits of approximately $43 billion, up 94% from the previous year [7] Sustainability and Governance - The 2025 section on "sustainability and governance," which previously included commitments to clean energy and emissions, is absent in this year's report [1] - Sustainability is mentioned only in the context of business sustainability and compliance with related laws [1] Human Capital and Diversity - The human capital section has been significantly reduced, with previous subheadings on compensation, benefits, and diversity omitted this year [2] - Diversity is mentioned only in a single line regarding employee feedback systems, with no detailed discussion on diversity initiatives [3][4] China Market Focus - The report highlights the impact of U.S. government chip export restrictions on China, stating that Nvidia cannot deliver competitive products to the Chinese data center market [5] - The company acknowledges that this situation allows competitors to build larger customer bases globally, which could adversely affect Nvidia's business [6] Financial Performance - Nvidia's fiscal year 2026 earnings exceeded expectations, driven by strong demand for AI data center products, resulting in a notable increase in both revenue and profits [7]

Alkami (NasdaqGS:ALKT) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAdam Hotchkiss - VP and Emerging Software Equity ResearchAlex Markgraff - VP and Equity ResearchAlex Shootman - CEOAlexei Gogolev - Executive DirectorCassandra Hudson - CFOSaket Kalia - Managing DirectorSteve Calk - Investor RelationsConference Call ParticipantsAlex Sklar - AnalystCristopher Kennedy - Equity Research AnalystJacob Stephan - Senior Research AnalystJeff Van Rhee - Partner and Equity Research AnalystO ...

Sezzle (NasdaqCM:SEZL) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsCharlie Youakim - CEO and Executive ChairmanHal Goetsch - Managing Director and Head of FinTech and FinancialsKyle Peterson - Principal in Equity ResearchLee Brading - CFOConference Call ParticipantsAndrew Sherman - Director and Senior Equity Research AnalystMike Grondahl - Director of Research and Senior Research AnalystRayna Kumar - Managing Director and Senior AnalystOperatorGood day. Welcome to the Sezzle Inc. ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBrent Thill - Tech Sector Leader of Software & Internet ResearchGabriela Borges - Managing Director and Head of US Software Equity ResearchJason Lemkin - Founder and CEOJeff Ballotti - President and CEOKirk Materne - Senior Managing Director of SoftwareMarc Benioff - Chair and CEOMark Barrocas - CEO and DirectorMiguel Milano - President and Chief Revenue OfficerMike Spencer - EVP of Finance and Investor RelationsPa ...

Alkami (NasdaqGS:ALKT) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAdam Hotchkiss - VP and Emerging Software Equity ResearchAlex Shootman - CEOAlexander Neumann - Equity Research Associate and FinTech and PaymentsAndrew Schmidt - Managing Director and Head of FinTech ResearchCassandra Hudson - CFOEleisha Smith - Corporate Finance and Data Product OwnerSaket Kalia - Managing DirectorSteve Calk - Investor RelationsConference Call ParticipantsCristopher Kennedy - Equity Research Ana ...

Sezzle (NasdaqCM:SEZL) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsCharlie Youakim - CEO and Executive ChairmanHal Goetsch - Managing Director and Head of FinTech and FinancialsKyle Peterson - Principal in Equity ResearchLee Brading - CFOConference Call ParticipantsAndrew Sherman - Director and Senior Equity Research AnalystMike Grondahl - Director of Research and Senior Research AnalystRayna Kumar - Managing Director and Senior AnalystOperatorGood day. Welcome to the Sezzle Inc. ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBrent Thill - Tech Sector Leader of Software & Internet ResearchGabriela Borges - Managing Director and Head of US Software Equity ResearchJason Lemkin - Founder and CEOJeff Ballotti - President and CEOKirk Materne - Senior Managing Director of SoftwareMarc Benioff - Chair and CEOMark Barrocas - CEO and DirectorMiguel Milano - President and Chief Revenue OfficerMike Spencer - EVP of Finance and Investor RelationsPa ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker6Good afternoon, everyone. My name is Layla, and I will be your conference operator today. At this time, I would like to welcome you to the Salesforce Fourth Quarter and Full Year Fiscal 2026 conference call. This conference is being recorded, and all lines have been placed on mute to prevent any background noise. After the speakers' prepared remarks, there will be a question and answer session. At this time, I would like to tu ...

Alkami (NasdaqGS:ALKT) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker9Good afternoon, ladies and gentlemen, and welcome to the Alkami Technology Fourth Quarter 2025 Financial Results Conference Call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star 0 for the operator. This call is being recorded on Wednesday, February 25th, 2026. I'd like ...

Let's bring in Invidia Bull Chris Roland. He's a senior semiconductor analyst at Sysuana Sescuana. He's got a $250 price target on the stock.Chris, great to have you with us. >> Hi, Melissa. >> What What's your take so far.>> Yeah, it was a monster guide. Uh we were really concerned about capping that guide on supply constraints, but they are managing very well. >> Are you concerned about the impact of memory costs.Memory costs not so much, memory availability perhaps, but they h they have probably the best ...