Cognizant Technology Solutions Corp. grew the fastest among large Indian and Indian-heritage IT services firms in calendar year 2025, reporting a 6.95% dollar revenue expansion to $21.12 billion—its best show since 2021 and a sharp turnaround from 2023, when it saw its revenue decline.A Bloomberg poll of 26 analysts had expected it to end the year with a revenue of $21.09 billion. With this, the company also exceeded its own guidance of 6.6-6.9% full-year growth, set in October 2025.A little over a third of ...

Yum China (NYSE:YUMC) Q4 2025 Earnings call February 04, 2026 07:00 AM ET Company ParticipantsAdrian Ding - CFOJoey Wat - CEOMichelle Shen - Senior Director of Investor RelationsConference Call ParticipantsNone - AnalystJoey WatGood day, and thank you for standing by. Welcome to Yum China's fourth quarter and fiscal year 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question dur ...

American Express Earnings Conference Call Q4'25 JANUARY 30, 2026 Business Highlights Refer to Slide 31 for notes. 2 • FY 2025 revenue growth of 10%, and EPS of $15.38, up 15% YoY adjusted for the prior year gain on sale from Accertify(1) • FY 2026 guidance of revenue growth of 9% - 10%, and EPS of $17.30 - $17.90(2) • Plan to increase quarterly dividend per common share by 16% to $0.95 • Signed a multi-year extension of our British Airways Cobrand Card partnership • Advanced Gen AI and agentic commerce init ...

ING Groep (NYSE:ING) Q4 2025 Earnings call January 29, 2026 03:00 AM ET Company ParticipantsBenjamin Goy - Managing DirectorBenoît Pétrarque - Head of Thematic Banking ResearchSeamus Murphy - Head of ResearchSteven van Rijswijk - CEOTanate Phutrakul - CFOConference Call ParticipantsAnke Reingen - Banks AnalystChris Hallam - Senior Equity AnalystCyril Toutounji - Equity AnalystDelphine Lee - Research AnalystFarquhar Murray - Senior AnalystGiulia Miotto - Equity AnalystJohan Ekblom - Research AnalystMatthew C ...

ING Groep (NYSE:ING) Q4 2025 Earnings call January 29, 2026 03:00 AM ET Company ParticipantsBenjamin Goy - Managing DirectorBenoît Pétrarque - Head of Thematic Banking ResearchSeamus Murphy - Head of ResearchSteven van Rijswijk - CEOTanate Phutrakul - CFOConference Call ParticipantsAnke Reingen - Banks AnalystChris Hallam - Senior Equity AnalystCyril Toutounji - Equity AnalystDelphine Lee - Research AnalystFarquhar Murray - Senior AnalystGiulia Miotto - Equity AnalystJohan Ekblom - Research AnalystMatthew C ...

ING Groep (NYSE:ING) Q4 2025 Earnings call January 29, 2026 03:00 AM ET Speaker0Good morning. This is Laura welcoming you to ING's 4Q 2025 conference call. Before handing this conference call over to Steven van Rijswijk, Chief Executive Officer of ING Group, let me first say that today's comments may include forward-looking statements, such as statements regarding future developments in our business, expectations for our future financial performance, and any statement not involving a historical fact. Actual ...

Founded in 1999, MercadoLibre, Inc (NASDAQ: MELI) is the leading company in e-commerce and financial technology in Latin America, with operations in 18 countries. It offers a complete ecosystem of solutions for individuals and businesses to buy, sell, advertise, obtain credit and insurance, collect, send money, save, and pay for goods and services both online and offline. Mercado Libre looks to facilitate access to commerce and financial services in Latin America, a market that offers great opportunities an ...

Financial Data and Key Metrics Changes - For Q4 2025, sales increased by 14% year-over-year to $4.41 billion, and EPS grew by 26% to $0.72. Operating margin expanded by 170 basis points to 20.2%, and ROIC increased by 150 basis points to 14.2% [5][20][19] - For the full year 2025, sales grew by 13% to a record $16.4 billion, with EPS growing 29% to $2.52. Operating margin expanded by 180 basis points to 19.3%, and free cash flow reached $1.7 billion [20][19] Business Segment Data and Key Metrics Changes - **Optical Communications**: Q4 sales were $1.7 billion, up 24% year-over-year, with net income increasing by 57% to $305 million. For the full year, sales were $6.3 billion, up 35% year-over-year, driven by strong adoption of new Gen AI products [20][21] - **Display**: Q4 sales were $955 million, with net income of $257 million. For the full year, net income reached $993 million, exceeding the target range [21][22] - **Specialty Materials**: Q4 sales increased by 6% to $544 million, with net income up 22% to $99 million. For the full year, sales grew by 10% to $2.2 billion, and net income increased by 41% to $367 million [23] - **Automotive**: Q4 sales were $440 million, down slightly year-over-year, with a full-year decline of 3%. Net income for the full year was $63 million, up 7% [25] - **Life Sciences**: Full year sales were $972 million, consistent with the prior year, and net income was $61 million [25] - **Hemlock and Emerging Growth Businesses**: Q4 sales were $526 million, up 62% year-over-year, driven by growth in polysilicon and module sales for the solar industry [26] Market Data and Key Metrics Changes - The enterprise business within Optical Communications grew by 61% year-over-year, with hyperscale data center sales growing significantly faster [21] - The heavy-duty diesel market in North America and Europe remained weak, impacting the Automotive segment [25] Company Strategy and Development Direction - The company upgraded its Springboard plan to add $11 billion in incremental annualized sales by the end of 2028, up from the original $8 billion target [7][17] - A multi-year agreement with Meta, valued at up to $6 billion, aims to support Meta's AI ambitions and enhance domestic supply chains [9][10] - The company is focusing on organic growth opportunities and plans to invest significantly in capacity expansions, with a capital expenditure target of $1.7 billion for 2026 [31][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position entering 2026, citing strong demand for innovations and manufacturing capabilities [8][18] - The company expects year-over-year growth to accelerate in Q1 2026, with core sales projected to increase by approximately 15% [8][26] Other Important Information - The company celebrated its 175th anniversary, highlighting its long-standing history and commitment to innovation [18] - Ann Nicholson, the head of Investor Relations, announced her retirement after 40 years of service [34][35] Q&A Session Summary Question: Are similar long-term agreements with other major customers included in the Springboard plan? - Management indicated that these agreements are significant but have not yet been fully included in the Springboard plan as they are still being finalized [39] Question: Is the optical fiber market experiencing supply constraints? - Management believes there is enough fiber to meet demand but noted robust demand for new high-density products, leading to capacity expansions [41] Question: Will Meta disproportionately increase purchases after the agreement? - Management clarified that while Meta's agreement is significant, they are concluding similar agreements with other major customers, which will expand the overall market [48] Question: How will the Meta deal be accounted for? - The deal will be accounted for in the enterprise business, while sales to carriers will be recorded in the carrier business [58] Question: What is the expected CapEx for 2026? - The company plans to spend about $1.7 billion in CapEx, which includes investments related to the Meta project [60][67]

Full-Year 2025 Investor Call Corning Reports Fourth-Quarter and Full-Year 2025 Financial Results January 28, 2026 Forward-Looking and Cautionary Statements The statements contained in this presentation and related comments by management that are not historical facts or information and contain words such as "will," "believe," "anticipate," "expect," "intend," "plan," "seek," "see," "would," "target," "estimate," "forecast" or similar expressions are forward-looking statements. These forward-looking statement ...

Core Insights - Corning Incorporated (GLW) is set to report its Q4 earnings on January 28, indicating a focus on upcoming financial performance and market expectations [1] Company Overview - Corning is recognized for its long-term investment potential, appealing to investors with a 5-10 year horizon [1] - The company is part of a diversified portfolio strategy that includes growth, value, and dividend-paying stocks, with a particular emphasis on value investments [1] Investment Strategy - The investment approach includes a mix of stock types, with a tendency to prioritize value stocks over others [1] - The company also engages in options trading as part of its investment strategy [1]