Core Insights - Globant reported its highest revenue and strongest free cash flow in 2025, with a fourth-quarter revenue of $612.5 million, exceeding guidance and reflecting improved client sentiment [1][3] - The company is transitioning to a token-based, intelligent subscription model, moving beyond the traditional 'seats' model, and focusing on AI-native Pods for software development [1][2] - The company achieved a record quarterly free cash flow of $152.8 million, indicating strong operational discipline [1][3] Fourth Quarter 2025 Financial Highlights - Non-IFRS Adjusted Diluted EPS was $1.54, down from $1.75 in Q4 2024 [1][3] - IFRS Diluted EPS increased to $0.93 from $0.85 in Q4 2024 [1][3] - Non-IFRS Adjusted Profit from Operations Margin was 15.5%, slightly down from 15.7% in Q4 2024 [1][3] - Revenues for Q4 2025 were $612.5 million, representing a 4.7% year-over-year decline [1][3] Full Year 2025 Financial Highlights - Non-IFRS Adjusted Diluted EPS was $6.14, compared to $6.40 in 2024 [1][3] - IFRS Diluted EPS decreased to $2.29 from $3.72 in 2024 [1][3] - Revenues rose to $2,454.9 million, reflecting a 1.6% year-over-year growth [1][3] Customer and Geographic Insights - In 2025, Globant served 944 customers, with 336 accounts generating over $1 million in annual revenues [1][3] - Revenue breakdown for Q4 2025: 53.8% from North America, 21.1% from Latin America, 19.3% from Europe, and 5.8% from New Markets [1][3] Cash Flow and Investment Highlights - The company invested $50 million in its share repurchase program during Q4 2025 [1][3] - Cash and cash equivalents were $250.3 million as of December 31, 2025 [1][3] 2026 Outlook - For FY 2026, Non-IFRS Adjusted Diluted EPS is estimated to be between $6.10 and $6.50 [1][3] - FY 2026 revenues are projected to be between $2,460 million and $2,510 million, indicating a year-over-year growth of 0.2% to 2.2% [1][3] - Q1 2026 revenues are estimated to be between $598 million and $604 million, representing a decline of 2.1% to 1.2% year-over-year [1][3]

Core Viewpoint - MARA Holdings, Inc. has entered a strategic partnership with Starwood Capital Group to develop next-generation digital infrastructure, aiming to deliver approximately 1 gigawatt of near-term IT capacity with a pathway to over 2.5 gigawatts [1][2][3] Group 1: Partnership Details - The partnership will involve joint development, financing, and operation of digital infrastructure projects across MARA's existing power-rich portfolio [2] - Starwood Digital Ventures will lead the design, development, tenant sourcing, construction, and facility operations, while MARA will provide dedicated energy-advanced data center sites [2][3] - The collaboration is expected to accelerate the buildout of digital infrastructure, enhancing project-level economics through Starwood's investment expertise [2][3] Group 2: Strategic Advantages - MARA's sites provide predictable access to energy at scale, which is crucial for customers needing capacity certainty for diverse workloads [3][4] - The partnership will prioritize sites with low-cost energy access and strong interconnection positions, allowing for flexibility in operations between Bitcoin mining and AI compute [5] - This flexibility is anticipated to create upside for both partners and support long-term growth [5] Group 3: Company Background - MARA focuses on deploying digital energy technologies to transform excess energy into digital capital, balancing the grid and advancing critical infrastructure [9] - Starwood Capital Group manages over $125 billion in assets and has a significant presence in the data center development sector, with a strong portfolio and investment capabilities [10][11] - Starwood Digital Ventures specializes in digital infrastructure investment, leveraging a team with extensive data center expertise [12]

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Block's fourth-quarter profit rises, announces over 4,000 job cuts February 26, 20269:14 PM UTCUpdated ago By Reuters Feb 26 (Reuters) - Block (XYZ.N), opens new tab said on Thursday its fourth-quarter profit rose on strong demand for its payments products and services, and it will cut over 4,000 jobs, sending shares up 20% in after- hours trading. The company said it expects to incur roughly ...

Group 1 - Coupang reported a fourth-quarter revenue of $8.8 billion, reflecting an 11% increase year-over-year, but fell short of analyst expectations of $8.9 billion [1][1][1] - The revenue forecast was based on LSEG SmartEstimate, which prioritizes analysts with a consistent track record of accuracy [1][1][1] Group 2 - The results indicate a potential challenge for Coupang in meeting market expectations despite a year-over-year growth in revenue [1][1][1] - The e-commerce sector continues to face scrutiny as companies navigate competitive pressures and changing consumer behaviors [1][1][1]

Core Insights - The article emphasizes that intelligence tools have fundamentally transformed the way companies are built and operated, as stated by CEO Jack Dorsey [1] Group 1 - Companies are increasingly relying on intelligence tools to enhance operational efficiency and decision-making processes [1] - The integration of these tools is seen as a pivotal shift in corporate strategy and management [1] - Dorsey highlights that the evolution of technology is reshaping traditional business models and practices [1]

Core Viewpoint - SiTime Corporation will participate in the Morgan Stanley Technology, Media & Telecom Conference, highlighting its position in the Precision Timing industry and its leadership in semiconductor MEMS programmable solutions [1]. Company Overview - SiTime is recognized as the Precision Timing company, offering semiconductor MEMS programmable solutions that enhance product performance, reduce size, lower power consumption, and improve reliability [3]. - The company has shipped over 4 billion devices, indicating a significant impact on the timing industry [3]. Industry Insights - Precision Timing is crucial for the performance, resilience, and scalability of electronic systems, traditionally dominated by quartz devices, which face challenges in demanding environments [4]. - MEMS-based Precision Timing technology provides superior accuracy, compact size, and resilience, powering over 400 applications, including those in high-growth sectors such as AI datacenters, automated driving, industrial and humanoid robots, wearables, and IoT [4].

Core Insights - Beamr Imaging Ltd. is focusing on long-term growth by enhancing video data solutions for AI systems, targeting both human viewers and machine vision [1][2] - The company has made significant advancements in AI-driven video solutions, positioning itself ahead of competitors in the rapidly evolving market [3][4] Company Strategy - Beamr plans to transform complex workflows into reliable, scalable, and monetizable pipelines for video data in AI systems [2] - The company aims to introduce proprietary technology to video operators in media and entertainment (M&E) and AI industries, emphasizing the importance of validation frameworks for AI-enhanced video quality [6] Market Position and Achievements - In 2025, Beamr validated its technology for the autonomous vehicle (AV) sector, projecting potential storage cost savings of 20%-50% [7] - The company has engaged with top-tier AV businesses, confirming the demand for its patented content-adaptive compression technology [8] Financial Performance - Beamr reported revenues of $3.09 million for 2025, a slight increase from $3.06 million in 2024, driven by new customer acquisitions [25] - Research and development expenses rose by 59% to $4.6 million, while selling and marketing expenses surged by 248% to $2.3 million, reflecting increased personnel and marketing efforts [25] Partnerships and Collaborations - Beamr has strengthened its partnerships with NVIDIA and AWS, participating in key industry events to enhance market awareness and showcase its technology [12][14] - The company has joined the AWS ISV Accelerate program, aligning with AWS's go-to-market strategies [14] Technological Innovations - Beamr's CABR technology has demonstrated up to 50% file size reduction while maintaining machine learning model accuracy, showcasing its effectiveness in AV and machine learning applications [10][11] - The company has received industry recognition, including the NAB Show Product of the Year award for its scalable video content upgrade solution [24] Future Outlook - In 2026, Beamr will focus on high-priority opportunities with global industry leaders, referred to as "lighthouse" accounts, to validate its business approach and accelerate market adoption [26] - The company is well-positioned to convert its pipeline momentum in autonomous vehicles, machine vision, and AI video workflows into tangible commercial outcomes [27]

Core Viewpoint - ROHM Co., Ltd. is integrating its GaN power device technologies with TSMC's process technology to create an end-to-end production system, aiming to enhance supply capabilities for growing demand in AI servers and electric vehicles [1][6]. Group 1: Technology Integration - ROHM will license TSMC's GaN technology to strengthen its production capabilities [1]. - The integration represents an evolution of the existing partnership, with a new license agreement facilitating technology transfer to ROHM Hamamatsu [6]. - The production system is expected to be established by 2027 to cater to the increasing demand in applications like AI servers [6]. Group 2: Market Demand and Applications - GaN power devices are recognized for their high-voltage and high-frequency performance, improving efficiency and reducing size across various applications [2]. - The demand for GaN devices is expanding in high-voltage applications, particularly in AI server power units and electric vehicle onboard chargers [2]. - ROHM has been proactive in developing GaN power devices, having established a mass-production system for 150V GaN in March 2022 and adopted a 650V GaN process since 2023 [3]. Group 3: Strategic Partnerships - ROHM's collaboration with TSMC has deepened, particularly in the automotive sector, with a partnership established in December 2024 [3]. - Upon completion of the technology transfer, the automotive GaN partnership between ROHM and TSMC will conclude, while both companies will continue to collaborate on enhancing power supply systems [7]. Group 4: Product Branding and Adoption - ROHM's EcoGaN brand focuses on energy conservation and miniaturization by maximizing GaN characteristics [9]. - The EcoGaN series has been adopted in various consumer and industrial products, including Innergie's 45W AC adapter in 2023 and power supplies for AI servers from Murata Power Solutions in 2024 [10].

Group 1 - CoreWeave reported fourth-quarter revenue of $1.57 billion, exceeding analysts' average estimate of $1.55 billion, driven by the demand for computing power for AI models [1] - The company is benefiting from the artificial intelligence boom, which has led to increased usage of its platform [1] Group 2 - Dell forecasts fiscal 2027 revenue above Wall Street estimates, attributing this to rising demand for its AI-optimized servers [3]

Core Insights - Dell forecasts fiscal 2027 revenue to be between $138 billion and $142 billion, exceeding Wall Street's average estimate of $125.54 billion, driven by increasing demand for AI-optimized servers [4][5] - The company anticipates AI server revenue to grow by 103% to approximately $50 billion in fiscal 2027 [3][7] - Dell's shares rose about 6% in extended trading following the revenue forecast announcement [1] Financial Performance - Dell reported record revenue of $33.4 billion in the fourth quarter, surpassing estimates of $31.73 billion [6] - The adjusted earnings per share (EPS) for the fourth quarter was $3.89, exceeding the expected $3.53 [6] - Revenue from the infrastructure solutions group, which includes storage, software, and server offerings, increased by 73% to $19.60 billion, while the client solutions group revenue rose by 14% to $13.49 billion [6] Market Dynamics - Major tech firms, including Alphabet, Microsoft, Amazon, and Meta, are projected to invest at least $630 billion in AI infrastructure this year, which will enhance demand for vendors like Dell [2] - Rising memory chip costs and U.S. trade regulations have led Dell and HP to implement price increases to mitigate cost pressures [3] - Dell has over 4,000 AI server customers, including notable companies like Elon Musk's xAI and CoreWeave [4][7]