Eni (NYSE:E) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAdriano Alfani - CEOAlastair Syme - Global Head of Energy ResearchAlejandro Vigil - Head of European Integrated Energy & Chemicals Equity ResearchBiraj Borkhataria - Global Head of Energy Transition ResearchClaudio Descalzi - CEOGuido Brusco - Chief Operating Officer of Global Natural Resources and General ManagerIrene Hermono - Managing Director of Oil & GasJosh Stone - Head of European Energy and Equity ResearchLydia Rain ...

FTAI Aviation (NasdaqGS:FTAI) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAlan Andreini - Head of Investor RelationsAndrew Maller - Managing DirectorBrian McKenna - Managing DirectorDavid Eslami - Managing DirectorDavid Moreno - PresidentEun Nam - CFOGiuliano Anderes-Bologna - Managing DirectorJoseph Adams - Chairman and CEOJosh Sullivan - Managing Director and Equity ResearchKristine Liwag - Head of Aerospace and Defense Equity ResearchMyles Walton - Managing DirectorSathish Siv ...

Eni (NYSE:E) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAdriano Alfani - CEOAlastair Syme - Global Head of Energy ResearchAlejandro Vigil - Head of European Integrated Energy & Chemicals Equity ResearchBiraj Borkhataria - Global Head of Energy Transition ResearchClaudio Descalzi - CEOFrancesco Gattei - Chief Transition & Financial Officer, Chief Operating Officer, and General ManagerGuido Brusco - Chief Operating Officer of Global Natural Resources and General ManagerIrene Himon ...

ACM Research (NasdaqGM:ACMR) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsDavid Wang - CEOMark McKechnie - CFOSteven Pelayo - Managing DirectorConference Call ParticipantsCharles Shi - Managing Director and Senior AnalystEdison Lee - Head of China/HK Tech, Telecom, and Software Research and Senior Equity AnalystJun Hong - Executive Director and Equity Research AnalystOperatorGood day, ladies and gentlemen. Thank you for standing by. Welcome to the ACM Research fourth quarter and f ...

Core Insights - Broadcom anticipates selling at least 1 million 3D stacked chips by 2027, which could generate significant revenue, potentially worth billions of dollars [2][3] Product Development - The 1 million chip projection includes various designs beyond the initial Fujitsu chip, utilizing a stacking technology that enhances data flow speed and energy efficiency [3][4] - Broadcom's stacking technology allows customers to create chips with greater processing power while consuming less energy, addressing the increasing demands of AI applications [4] Market Position - Broadcom's AI chip revenue is expected to double year-over-year to $8.2 billion in its first fiscal quarter, positioning the company as a major competitor to Nvidia and AMD in the semiconductor market [6] - The company collaborates with tech giants like Google and OpenAI to develop custom AI chips, leveraging its engineering expertise to translate designs into manufacturable chips [5][6] Manufacturing Collaboration - Fujitsu is utilizing Broadcom's technology for a data center chip, with Taiwan Semiconductor Manufacturing Co (TSMC) fabricating the chip using advanced 2-nanometer and 5-nanometer processes [7] - Broadcom plans to release two additional products based on its stacking technology in the latter half of the year and aims to sample three more designs by 2027 [8]

Warby Parker (NYSE:WRBY) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAdrian Mitchell - CFODana Telsey - CEO and Chief Research OfficerDave Gilboa - Co-Founder and Co-CEOJaclyn Berkley - Head of Investor RelationsJosh Truppo - VP of Financial Planning and AnalysisNeil Blumenthal - Co-Founder and Co-CEOPaul Lejuez - Managing DirectorConference Call ParticipantsBrooke Roach - VP and Senior Equity Research AnalystMark Altschwager - Senior Research AnalystOliver Chen - Managing Direct ...

HANGZHOU, CHINA - FEBRUARY 25, 2026 - The NVIDIA logo was captured in Hangzhou, Zhejiang Province, China on February 25, 2026. (Photo credit should read CFOTO/Future Publishing via Getty Images)CFOTO/Future Publishing via Getty ImagesNVIDIA stock (NASDAQ: NVDA) is currently riding a wave of massive momentum, with its stock up nearly 50% over the last twelve months. This growth reflects the company’s successful evolution from a mere hardware supplier into the essential infrastructure provider for the global ...

Core Insights - Jack Henry & Associates, Inc. (NASDAQ: JKHY) is recognized as one of the best investments for 2026 and has been added to Wells Fargo's "Fab 5" list of top fintech picks [1][3][9] Company Performance and Outlook - Wells Fargo upgraded JKHY from Equal Weight to Overweight, raising its price target from $181 to $196, reflecting increased confidence in the company's revenue growth for 2027 [3][4] - The firm highlighted JKHY's strong competitive position and attractive valuation, with potential upside compared to 2027 and 2028 estimates [3][4] Recent Developments - On February 11, 2023, Jack Henry announced that Blue Sky Bank selected its technology to modernize retail and commercial banking services, utilizing Jack Henry's core platform and integrated digital solutions [5] - Blue Sky Bank has grown its assets from just over $200 million in 2018 to $1.3 billion today, indicating a significant expansion across 15 branches in Oklahoma and Texas [5] Industry Context - Jack Henry provides technology solutions and payment processing services for banks and credit unions, facilitating secure and efficient financial operations and digital banking experiences [6]

Microsoft Corporation (MSFT) stands among this year’s more sobering mega-cap stories. The stock has declined roughly 17.16% since the start of the year, a clear reminder that even artificial intelligence (AI) cannot suspend valuation gravity. Still, the tape showed a flicker of resilience. Shares gained 1.2% on Tuesday, Feb. 24, after Microsoft unveiled a partnership with SpaceX’s Starlink to expand global internet access. The move signals pragmatic leadership. Despite Elon Musk’s public dispute with Open ...

Group 1 - FC Bayern has migrated its on-premise systems to the cloud through the RISE with SAP initiative, aimed at accelerating innovation and strengthening data protection [1] - The club has enhanced its long-term partnership with SAP by adopting SAP Cloud ERP Private solutions, which serve as the digital core of SAP Business Suite [1] - The transition to the cloud allows FC Bayern to manage over 9.5 million fan and member data records and more than 25,000 product master data records, providing a unified foundation for fan engagement and operational excellence [1] Group 2 - The cloud migration enables FC Bayern to handle match-day traffic peaks more efficiently and simplifies IT operations through a unified data platform [1] - The new cloud environment supports continuous updates, integrated analytics, and AI capabilities, enhancing fan experiences and operational agility [1] - SAP Cloud ERP Private offers advanced analytics, machine learning, and process integration, hosted in certified data centers with a 99.9% service-level agreement [1] Group 3 - The partnership with SAP positions FC Bayern at the forefront of digital innovation, allowing for optimized player performance analytics and streamlined commercial operations [1] - The new environment supports a clean-core approach to cloud ERP and provides a roadmap for adopting future SAP software innovations, including AI-supported capabilities [1] - The transition was completed after rigorous assurance and security measures to comply with FC Bayern's operational and privacy requirements [1]