Marion added that gross billings grew 15.6% in the quarter to $982.1 million, while year-to-date gross billings increased 18.7% to nearly $3 billion, reflecting the company’s focus on AI, cloud, security, and networking.CFO Elaine Marion said consolidated net sales were $614.8 million, with product revenue of $501.9 million and services revenue of $112.8 million. Managed services revenue grew 10.5% on demand for cloud and enhanced maintenance support, while professional services revenue declined 7.8% due to ...

ePlus (NasdaqGS:PLUS) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsElaine Marion - CFOKley Parkhurst - Senior VPMark Marron - CEO and PresidentConference Call ParticipantsGreg Burns - AnalystMaggie Nolan - Research AnalystOperatorEarnings results conference call. As a reminder, this conference call is being recorded. All lines have been placed on mute to prevent any background noise, and after the speaker's remarks, there will be a question-and-answer session. If you would like to ...

ePlus (NasdaqGS:PLUS) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Speaker3Earnings results conference call. As a reminder, this conference call is being recorded. All lines have been placed on mute to prevent any background noise, and after the speaker's remarks, there will be a question and answer session. If you would like to ask a question at that time, please press star, then the number one on your telephone keypad to raise your hand and enter the queue. If you would like to withdraw your questi ...

Group 1 - Cloudflare, Inc. is transitioning from a usage-based platform to a fundamental enterprise infrastructure platform focusing on security, networking, and AI computation [1] - The company is leveraging its software-defined edge to facilitate this transition [1] Group 2 - The investment style focuses on identifying high-potential winners before they break out, emphasizing asymmetric opportunities with an upside potential of 3-5 times outweighing downside risk [1] - Risk management is prioritized, aiming for a strong margin of safety to protect against capital impairment while maximizing long-term compounding [1] - The investment horizon is set at 2-3 years to ride out volatility, ensuring that patience, discipline, and intelligent capital allocation drive outsized returns over time [1]

January 20, 2026 04:30 PM GMT Sustainability | Europe Defence in Sustainability: Six Trends into 2026 In 2025, we closely monitored the Defence in Sustainability debate; we spoke to >100 stakeholders, incl. investors, regulators, think-tanks and national banks. We highlight six trends for 2026 across exclusions, positioning, dual-use, autonomous weapons, anti-defence tech, and ripple effects. M Key Takeaways Exclusions easing across conventional and nuclear weapons. Positioning up by ~5pp and ~10pp in Artic ...

Core Insights - MKS Inc. (MKSI) shares have increased by 41.7% over the past three months, significantly outperforming the Zacks Electronics – Miscellaneous Products industry's growth of 11.5% and the broader Zacks Computer and Technology sector's return of 5% [1][10] - The company is experiencing growth due to rising demand in semiconductor, electronics, and packaging markets, particularly in AI-related applications and NAND upgrades [1][10] Company Developments - MKS is set to showcase its latest Photonics Solutions at Photonics West 2026 in San Francisco, highlighting advancements from its brands Newport, Ophir, and Spectra-Physics, which will enhance its presence in AI, quantum, biophotonics, and security applications [2] - The "Surrounding the Workpiece" strategy is employed by MKS to optimize manufacturing precision and accelerate innovation through comprehensive product offerings, system integration, and lifecycle management [3] - The semiconductor business is expected to benefit from a strong portfolio and an improving market environment, with growth noted in chemistry and chemistry equipment businesses [4] Financial Performance and Guidance - MKS anticipates fourth-quarter 2025 revenues to be approximately $990 million, with a potential variance of $40 million, indicating a 6.1% growth compared to the previous year [5] - The expected adjusted earnings for the fourth quarter are projected at $2.27 per share, with a growth of 4.6% from the same quarter last year [6] - For the full year 2025, the revenue consensus estimate stands at $3.89 billion, reflecting an 8.4% increase from 2024, while the earnings consensus is $7.62 per share, indicating a growth of 15.8% from 2024 [7] Market Position - MKS currently holds a Zacks Rank 2 (Buy), indicating a favorable outlook compared to other stocks in the sector [8] - Other top-ranked stocks in the sector include Micron Technology, Ciena, and Amphenol, which have also shown significant price increases in the past three months [9]

Group 1 - In 2025, investors could have achieved 42% returns by investing in the top 10 performers of 2024, significantly outperforming the S&P 500's 16% gain [2] - Hindsight investing can lead to significant losses, as seen with Signature Bank and Ford Motor Co. in 2022, where they experienced declines of 63% and 42% respectively [3] - Current trends that drove growth in 2024 and 2025 are becoming less reliable, prompting a need for investors to adapt to new trends in the next 60 to 90 days [5] Group 2 - The anticipated trend of rate cuts in 2026 may be underestimated, with betting markets suggesting at least three cuts, which could benefit Rocket Cos. Inc. (RKT) [8][9] - Rocket Cos. is positioned to capitalize on potential refinancing activity if mortgage rates fall below 6%, following a recent upgrade to an "A" grade in the Stock Grader system [12][13] - Gene editing technologies are emerging as a significant trend, with Crispr Therapeutics AG (CRSP) being a leading company in this space, expected to see substantial revenue growth from its sickle-cell therapy [14][20] Group 3 - Evolv Technologies Holdings Inc. (EVLV) is positioned to benefit from increased demand for security solutions, particularly in public spaces, as it offers advanced weapon detection technology [22][24] - Evolv has shifted to a subscription model and improved its operations following a scandal, which may lead to better-than-expected growth in 2026 [25][26] - The overall market is showing signs of potential downturns, with historical parallels to previous market collapses, indicating that current optimism may be misplaced [27][28]

How do we take what a nation is already good at whether that's making cars whether that's building energy systems whatever it is and really put that on steroids like just turbocharge that with AI both those things come into play and then what's in common in terms of solutions that DDM provide is security the ability to deploy fast at large scale within different nations that means global support global management global integration with our NVIDIA partners and And finally, secure data sharing. ...

Ethereum's Position - Ethereum quietly reinforced its position at the center of onchain activity [2] - Ethereum remained the dominant settlement layer for stablecoins, real-world assets (RWAs), and tokenized financial infrastructure [2] Institutional Adoption - Large, risk-averse players overwhelmingly chose Ethereum for stablecoins, RWAs and tokenized financial infrastructure [2] - Institutions chose Ethereum because of its proven track record of security, liquidity, tooling, compliance pathways, and developer depth [2] Market Perception vs Data - Narrative might suggest Ethereum lost ground, but data indicates otherwise [1][2]

Security Measures - Trust Wallet stopped over $190 million from reaching scam wallets [1] - Trust Wallet recovered over $600 thousand in user funds [1] User Protection - Security is a constant priority for Trust Wallet, ensuring user safety [1]