Revenue of $312.3 million exceeded outlook Gross profit margins improved to 43% with gross profit increasing 15% year-over-year 1 Positive cash flow from operating activities of $28.9 million, and Adjusted Free Cash Flow of $14.9 million Across retail in North America and hospitality in Europe: Revenue grew 21% year-over year, GTV grew 16% year-over-year and ~2,600 net Customer Locations were added in the quarter Lightspeed reports in US dollars and in accordance with IFRS Accounting Standards. MONTREAL, Fe ...

Group 1: Company Overview - Johnson & Johnson (NYSE: JNJ) is a prominent healthcare company with a diverse product range in pharmaceuticals, medical devices, and consumer health, competing with major players like Pfizer and Merck [1] - The company's current trading price is $224.44, with a recent increase of $2.95, marking a 1.33% rise [4] - JNJ's market capitalization is approximately $540.7 billion, with a trading volume of 6,976,710 shares [4] Group 2: Financial Outlook - Johnson & Johnson has projected sales between $100 billion and $101 billion for 2026, exceeding the Zacks Consensus Estimate of $98.5 billion, indicating strong growth potential [2][6] - The company expects adjusted earnings per share to range from $11.43 to $11.63, reflecting confidence in its financial performance [2][6] Group 3: Segment Performance - The Innovative Medicine segment is anticipated to grow despite the loss of exclusivity for Stelara, driven by products like Darzalex and Tremfya, along with new product launches [3] - The MedTech segment is also expected to experience stronger growth, although it may face challenges from China's volume-based procurement policies [3] Group 4: Stock Performance - Over the past year, JNJ's stock price has fluctuated between a low of $141.50 and its current high of $224.44, reflecting the dynamic nature of the healthcare industry [5] - Morgan Stanley has set a price target of $262 for JNJ, suggesting a potential upside of 16.73% from its current trading price [1][6]

Core Insights - CACI International Inc is a key player in the information technology sector, specializing in services for government and commercial clients, particularly in defense, intelligence, and cybersecurity [1] - The company is competing with major firms like Leidos and Booz Allen Hamilton, offering a diverse range of IT services and solutions [1] Financial Performance - On January 22, 2026, a new price target of $800 was set for CACI by Tobey Sommer from Truist Financial, indicating a potential upside of 22.26% from the current stock price of $654.36 [2] - CACI's stock has experienced a positive trend, increasing by 3.45% or $21.80, reaching $654.36, with fluctuations between $622.05 and $661.99, the latter being the highest price in the past year [4] - The company has a market capitalization of approximately $14.45 billion and a trading volume of 595,707 shares, highlighting its significant presence in the market [5] Strategic Outlook - The Q2 2026 earnings call is a critical event for investors, providing insights into CACI's financial health and strategic plans, typically covering revenue growth, profit margins, and significant contracts [3] - The ability to secure substantial contracts and maintain a competitive edge in the IT sector is essential for CACI to achieve the $800 price target set by Truist Financial [5]

Core Insights - Akamai Technologies Inc. experienced significant insider trading activity with the sale of 5,000 shares by Executive Vice President Joseph Paul C at approximately $90.17 each, leaving him with 17,513 shares [1] - An investor conference call is scheduled for February 19, 2026, to discuss the financial results for Q4 and the full year of 2025, with a focus on forward-looking financial guidance [2] - Akamai's stock closed at $90.65, reflecting a 2.01% increase, while the company anticipates an EPS of $1.75 and revenue of $1.08 billion for the upcoming financial results [3][4] Stock Performance - Akamai's stock has shown a 1.28% rise over the past month, which is lower than the sector's gain of 2.62% and the S&P 500's increase of 2.06% [3] - The current market capitalization of Akamai is approximately $13.17 billion, with the stock valued at $91.53 [4]

Core Viewpoint - CuriosityStream Inc. reaffirms its financial outlook for Q4 2025, indicating continued growth and disciplined execution across its business [1] Financial Outlook - The company is maintaining its previously disclosed financial outlook for the fourth quarter ended December 31, 2025 [1] - CEO Clint Stinchcomb emphasized the company's commitment to growth and operational discipline [1] Events - Management will participate in a fireside chat and one-on-one meetings at the 28th Annual Needham Growth Conference on January 14, 2026 [1]

Core Viewpoint - Adeia Inc. has updated its financial guidance for the year ending December 31, 2025, expecting revenue and earnings to significantly exceed prior estimates, primarily due to strong deal execution, particularly with the Disney agreement [1][2]. Financial Outlook - The updated GAAP revenue guidance is projected to be between $425.0 million and $435.0 million, an increase from the previous range of $360.0 million to $380.0 million [3]. - Operating expenses are expected to rise to between $270.0 million and $274.0 million, compared to the prior guidance of $260.0 million to $266.0 million [3]. - Net income is forecasted to be between $96.4 million and $113.9 million, up from the previous range of $52.4 million to $71.6 million [3]. - Non-GAAP net income is projected to be between $169.8 million and $175.9 million, compared to the prior range of $127.4 million to $139.8 million [3]. - Adjusted EBITDA is expected to be between $257.1 million and $265.1 million, an increase from the previous range of $202.3 million to $218.3 million [3]. Management Commentary - The CEO, Paul E. Davis, expressed satisfaction with the expected results exceeding prior guidance, attributing this to the pursuit of multiple opportunities and strong momentum in the business [2]. - The CFO, Keith A. Jones, noted that the increase in revenue guidance is driven by strong deal execution and that higher operating expenses reflect increased variable compensation due to expected overachievement of performance targets [2]. Company Overview - Adeia Inc. is a leading R&D and intellectual property licensing company that focuses on innovative technologies in the media and semiconductor industries, impacting millions of lives globally [9].

Business Transformation & Strategy - Ingevity is simplifying its business by exiting Industrial Specialties, Advanced Polymer Technologies (APT), and Road Markings [11, 12] - The company is establishing "New Ingevity" with two core businesses: Performance Materials and Pavement Technologies [12] - New Ingevity will leverage strong cash flow and divestiture proceeds to invest in organic growth, reduce debt, and return capital to shareholders [11] Financial Performance & Outlook - Pro Forma 2025E Revenue for New Ingevity is approximately $900 million [14] - Pro Forma 2025E EBITDA is approximately $335 million, with an EBITDA margin of approximately 37% [14] - The company expects to generate over $200 million of free cash flow per year in 2026 and 2027 [71] - New Ingevity projects 2027E Revenue of $940-980 million and EBITDA of $350-370 million, resulting in an EBITDA Margin of 36-39% [61] - The company aims to maintain a leverage target of 2 to 2.5x [71] Segment Specifics - Performance Materials expects 2025E revenue of approximately $600 million with EBITDA margins exceeding 50% [27] - Pavement Technologies expects 2025E revenue of approximately $300 million with EBITDA margins of 33% [49] Capital Allocation - The company plans to use divestiture proceeds to repurchase approximately $300 million of shares over the next 2 years [75]

Investment & Savings - The government aims to reform the ISA system, maintaining the full £20,000 allowance while designating £8,000 for investments [3] - Over 50% of the ISA markets are launching new online hubs to help people invest in Britain [3] - Someone who has invested £1,000 a year in an average stocks and shares ISA every year since 1999 would be £50,000 better off today if it put that same money into them, if they put the same money into a cash ISA [2] Taxation & Revenue - A high value Council tax surcharge is being introduced in England from 2028, an annual £2,500 charge for properties worth more than £2 million, rising to £7,500 for properties worth more than £5 million [4] - The new surcharge will raise over £400 million by 2031 and will be charged on less than the top 1% of properties [4] - The government will not increase national insurance, the basic higher or additional rates of income tax [5] Policy Changes - The government will remove the two child limit in full [5]

Core Insights - Comcast Corporation is a significant entity in the telecommunications and media industry, providing services such as cable television, internet, and phone services, and owning NBCUniversal [1] - The company faces competition from major players like AT&T, Verizon, and Disney [1] Financial Performance - For Q3 2025, Comcast reported adjusted earnings of $1.12 per share, exceeding Zacks Consensus Estimate by 1.82%, but remaining flat year over year [3][6] - Consolidated revenues decreased by 2.7% year over year to $31.2 billion, primarily due to the lack of revenue from the previous year's Paris Olympics [3][6] - Revenues surpassed Zacks Consensus Estimates by 1.85% despite the decline [3] Segment Performance - The Connectivity & Platforms segment, accounting for 64.7% of total revenues, saw a slight decline of 0.6% year over year, totaling $20.18 billion [4] - Residential Connectivity & Platforms revenues decreased by 1.5% [4] - Peacock, Comcast's streaming service, generated $1.4 billion in revenue with a reduced EBITDA loss [4] - The Theme Parks segment experienced an 18.7% growth, driven by gains from Epic Universe [4] Stock Performance - CMCSA's current stock price is $27.12, reflecting a decrease of approximately 0.75% [5] - The stock has ranged from a low of $26.35 to a high of $27.26 during the trading day [5] - Over the past year, the stock reached a high of $45.22 and a low of $25.75, with a market capitalization of approximately $99.86 billion [5] Analyst Insights - Maher Yaghi from Scotiabank set a new price target for CMCSA at $41.50, indicating a potential upside of 53.71% from the current trading price [2][6] - This revised target is lower than the previous $45.50, reflecting a more cautious outlook [2]

Financial Performance - Q2 FY26 - Revenue decreased by 8.1% to $2.9 billion, primarily due to a decrease in headcount and a slowed procurement environment[44] - Excluding the prior year change to the provision for claimed costs, revenue was down 4.7%[12, 13] - Adjusted EBITDA decreased by 11.0% to $324 million[12, 21] - Adjusted Diluted EPS decreased by 17.7% to $1.49[12, 21] - Free Cash Flow decreased by 29.8% to $395 million[12] Financial Position - Backlog increased by 3% year-over-year to $40 billion, a Q2 record[13] - Net Leverage Ratio is 2.5x[16, 35] Capital Deployment - $208 million was deployed in share repurchases in Q2 FY26[15] - The company increased repurchase authorization by $500 million[15] - A quarterly dividend of $0.55 per share was approved[15] - $3 million was deployed in strategic investment in Shift5 in Q2 FY26[15] FY26 Guidance Update - Revenue guidance updated to $11.3 - $11.5 billion, representing a growth of (4.0 - 6.0)%[17] - Adjusted EBITDA guidance updated to $1,190 - $1,220 million[17] - Adjusted Diluted EPS guidance updated to $5.45 - $5.65[17] - Free Cash Flow guidance updated to $850 - $950 million[17]