Regal Rexnord (NYSE:RRX) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker7Good day, and welcome to the Regal Rexnord fourth quarter 2025 earnings conference call. All participants will be in a 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 touchtone phone. To withdraw your question, please pres ...

CHANDLER, Ariz., Jan. 29, 2026 (GLOBE NEWSWIRE) -- Building on decades of experience in serving embedded applications where low power, affordability and ease of development are critical, Microchip Technology (Nasdaq: MCHP) has added PIC32CM PL10 MCUs to its PIC32C family of Arm® Cortex®-M0+ core devices. PL10 MCUs feature a rich set of Core Independent Peripherals (CIPs), 5V operation, touch capabilities, integrated toolsets and safety compliance. The device family targets high-volume applications including ...

Core Thesis - GitLab Inc. is viewed as an attractive investment opportunity due to its positioning to benefit from AI-driven development, despite a broader sell-off in software companies [2][8] Valuation and Financial Metrics - As of December 1st, GitLab's share price was $41.15, with trailing and forward P/E ratios of 485.56 and 40.32 respectively [1] - The company is trading at approximately 7x EV/ARR, indicating a valuation discount compared to high-quality peers [3] Growth Potential - GitLab's revenue has more than tripled since its IPO, and management anticipates around 25% growth in ARR for the current fiscal year [3][5] - The addressable market for GitLab is projected to be $40 billion, driven by the increasing adoption of integrated DevOps platforms by enterprises [5] Competitive Advantage - GitLab employs a land-and-expand strategy, maintaining net revenue retention above 120%, and is enhancing upsell opportunities through its AI agent, Duo [4] - The company's moat is characterized by its integrated, enterprise-grade security and compliance capabilities, which are challenging for competitors to replicate [6] Market Positioning - GitLab serves large, regulated enterprises that require robust security and governance, differentiating itself from competitors like GitHub and Bitbucket that focus on open-source and smaller teams [5] - The rise of AI-generated code increases the importance of GitLab's platform capabilities, particularly in governance, security, and deployment [3][6] Profitability Outlook - With gross margins near 90% and a capital-light model, GitLab is positioned to achieve EPS and free cash flow profitability within 12 to 24 months [6] Risks and Considerations - Noted risks include leadership transition, stock-based compensation, and potential acquisition speculation [7]

Company Overview - Archipelo has appointed Paul Calatayud as Chief Information Security Officer (CISO) and Chief Strategy Officer, enhancing its mission in Developer Security Posture Management (DevSPM) [1][6] - The company focuses on securing software at its source, particularly addressing risks associated with developer actions and AI-generated code [6] Industry Trends - AI-powered software development is rapidly increasing, with over 75% of developers utilizing AI-assisted coding tools, but this also introduces new security vulnerabilities, with approximately 40% of AI-generated code containing such risks [2] - Traditional security tools are inadequate as they primarily focus on post-deployment fixes, while DevSPM aims to embed security into the development process from the outset [5] Strategic Positioning - Calatayud's appointment signifies a pivotal moment in cybersecurity, emphasizing the need for proactive security measures in software development amidst rising cyber threats and evolving geopolitical landscapes [3][4] - Archipelo's DevSPM integrates with existing security frameworks, enhancing Application Security Posture Management (ASPM), Cloud Security Posture Management (CSPM), and Cloud Native Application Protection Platform (CNAPP) [5] Funding and Market Adoption - Archipelo recently completed a $12 million funding round, indicating strong investor interest and growing adoption of DevSPM among Fortune 500 companies [5]