HOUSTON--(BUSINESS WIRE)--HPE (NYSE: HPE) will conduct a live audio webcast of a conference call with analysts to review financial results for the first quarter of fiscal 2026, ending January 31, 2026. The call is scheduled for Monday, March 9, at 4:00 p.m. CT (5:00 p.m. ET), and the webcast will be available at www.hpe.com/investor/2026Q1Webcast. A replay of the webcast will be available at the same website shortly after the call and will remain available for approximately one year. For additional inform ...

Core Viewpoint - Zensar Technologies Ltd is experiencing reduced business from Cisco Systems, one of its top clients, due to Cisco's vendor rationalization and cost-cutting measures, which is impacting growth prospects for mid-tier IT outsourcers [1][2][4]. Company Summary - Zensar is expected to lose a portion of its $40 million annual revenue from Cisco, which constitutes approximately 6% of its total business, as Cisco reduces the number of IT vendors it collaborates with [4][6]. - The company reported a revenue of $160.5 million in Q3FY26, reflecting a 1.4% sequential decline, primarily attributed to weakness in the telecom, media, and technology (TMT) sector, which accounts for about 20% of its total business [5][6]. - Zensar's revenue from Cisco has been declining, which could hinder its goal of reaching $1 billion in revenue [4][20]. - The management acknowledges the shift in client spending towards automation and AI-related investments, moving away from traditional IT services [16][20]. Industry Summary - Zensar's challenges are part of a broader trend affecting other Indian IT services companies, particularly mid-sized firms, which have also reported reduced business from major clients [2][9]. - Companies like Sonata Software and LTIMindtree are similarly facing decreased business from significant clients, indicating a widespread issue in the industry [10][11]. - The pressure is beginning to extend to larger players, with Infosys expected to lose substantial revenue from a major client starting next year [13]. - Analysts express caution regarding Zensar's growth prospects, noting that the company has experienced revenue declines in two of the last five years [17][19].

Summary of Credo Technology Group FY Conference Call Company Overview - **Company**: Credo Technology Group (NasdaqGS:CRDO) - **Founded**: 2008 - **Headquarters**: San Jose, California - **Mission**: Redefine high-speed connectivity for AI, cloud, computing, and hyperscale networks by addressing bandwidth bottlenecks while improving power, security, and reliability [1][2] Industry Insights - **Market Focus**: Data center interconnect market, particularly in the context of AI clusters and high-performance computing [3][4] - **Reliability Importance**: Emphasis on network reliability to prevent link flaps in interconnected systems, which can disrupt operations [3][4][5] - **Customer Conversations**: Engaged with major players like xAI and Oracle to develop solutions that enhance reliability and performance [4][5] Product Development and Innovations - **Core Competencies**: - Strong focus on SerDes technology as a foundational element for product development - Integration of chip design and system-level engineering to enhance product reliability [7][8] - **New Products**: - **Active Electrical Cables (AECs)**: Expected to reach lengths of 5 meters, with a significant market opportunity [10] - **Active Micro-LED Cables (ALCs)**: Will extend reach from 5 meters to 30 meters, providing a thinner and more efficient alternative [10][46] - **Zero-Flap Optical Transceivers**: Designed to enhance reliability in laser-based optical connections, with expected gross margins of 63%-65% [40][41] Market Opportunities - **Customer Base Expansion**: While existing customers include hyperscalers, there is potential to attract smaller companies that require off-the-shelf solutions for rapid deployment [12] - **Data Center AI Spending Outlook**: Anticipated strengthening in demand despite concerns about circular investments in the AI ecosystem [13][15] - **Adoption of AECs**: Currently in early stages, with significant growth potential as more customers begin to deploy these solutions [16][18] Competitive Landscape - **Transition to 800 Gig**: Credo is well-positioned with over half of its AEC connections at the 800 gig level, indicating readiness for market demands [28][29] - **Comparison with Competitors**: Credo emphasizes its system-level ownership and ability to deliver comprehensive solutions as a competitive advantage [29][30] Future Projections - **Market Growth**: Expectation of a multi-billion-dollar market for new products, particularly in the optical module sector [42][48] - **TAM Expansion**: ALCs are projected to double the total addressable market compared to AECs, with potential cannibalization of AECs depending on customer preferences [48][49] - **Long-term Forecasts**: Standard practice of receiving 12-month forecasts from major customers, with some extending to 24 months, providing visibility into future demand [36][38] Financial Strategy - **Recent Financing**: Successfully raised $750 million, enhancing strategic flexibility for potential acquisitions and investments [68][69] - **Capital Allocation**: Focus on tuck-in acquisitions that align with current business operations, maintaining a strong cash flow and profitability [68][69] Conclusion Credo Technology Group is positioned for significant growth in the data center interconnect market, driven by innovations in high-speed connectivity solutions. The company is focused on reliability, expanding its product offerings, and capitalizing on emerging market opportunities while maintaining a strong financial position.

Unisys is a global technology solutions company that powers breakthroughs for the world's leading organizations. Our solutions – cloud, AI, digital workplace, logistics and enterprise computing – help our clients challenge the status quo and unlock their full potential. To learn how we have been helping clients push what's possible for more than 150 years, visit unisys.com and follow us on LinkedIn. BLUE BELL, Pa., Jan. 6, 2026 /PRNewswire/ -- Unisys (NYSE: UIS) has announced its participation in the Needha ...

Core Insights - Tata Consultancy Services (TCS) has agreed to acquire Coastal Cloud, a Salesforce consulting firm, for $700 million in cash, gaining full ownership of the company [1] - Coastal Cloud specializes in Salesforce consulting services for enterprise-scale transformations across various sectors and has a team of over 400 professionals with more than 3,000 multi-cloud certifications [2] Company Overview - Coastal Cloud was established in 2012 and is recognized as a Salesforce Summit Partner, participating in the Salesforce Partner Advisory Board [2] - The company provides advisory and business consulting in areas such as sales, service, marketing, revenue, CPQ, commerce, and Salesforce data cloud [2] Strategic Implications - The acquisition is expected to enhance TCS's global Salesforce advisory and business consulting capabilities, increasing access to the mid-market customer segment [3] - TCS aims to build a world-class Salesforce practice by combining Coastal Cloud's multi-cloud capabilities with the expertise of ListEngage, another recent acquisition [4][5] Future Plans - TCS plans to continue pursuing acquisitions aligned with its strategic focus areas, including AI, cloud, cybersecurity, digital engineering, and enterprise solutions [4] - The completion of the acquisition is subject to regulatory reviews and standard closing requirements [6]

Core Insights - A compelling and diversified product portfolio is driving revenues for players in the Zacks Securities and Exchanges industry, with expected benefits from rising trading volumes, product expansion, and increased adoption of crypto assets [1] - The industry is experiencing a shift towards non-trading revenue sources, which enhances business dynamism and stability [4] - Mergers and acquisitions are accelerating as companies seek growth and innovation [5] - Continuous investment in technology, particularly AI and blockchain, is crucial for enhancing competitiveness and operational efficiency [6][7] Industry Overview - The Zacks Securities and Exchanges industry includes companies that operate electronic marketplaces for trading stocks, options, bonds, and commodities, generating revenue from fees and data services [2] - The industry is witnessing increased adoption of crypto assets, but faces challenges due to regulatory compliance [2] Trends Impacting the Industry - Volatility is driving trading volume, with a projected market size of $49.6 billion by 2028, growing at a CAGR of 12.1% [3] - Companies are diversifying into recurring revenue sources to reduce reliance on trading income, focusing on data services and technology platforms [4] - M&A activity is on the rise, with firms pursuing strategic deals to enhance competitiveness [5] Technology Investments - Industry players are increasing technology investments to improve market models and operational efficiency, leveraging AI and blockchain [6][7] Industry Performance - The Zacks Securities and Exchanges industry ranks 28, placing it in the top 11% of 244 Zacks industries, indicating positive near-term prospects [8] - The industry has underperformed compared to the broader Zacks Finance sector and the S&P 500, with a year-to-date gain of 5.4% versus 13.3% and 16.1% respectively [12] Valuation Metrics - The industry is currently trading at a trailing P/E of 23.57X, compared to the S&P 500's 23.2X and the sector's 17.5X [15] Company Highlights - Cboe Global Markets is positioned for growth with an expanding product line and recurring revenues [19] - S&P Global is well-positioned to benefit from the demand for business information services, with a focus on innovation through acquisitions [28] - Nasdaq is enhancing its non-trading revenue base and focusing on technology and analytics [26] - CME Group is the largest futures exchange, with growth driven by product expansion and global presence [31]

Core Insights - Kyivstar Group Ltd reported a strong financial performance in Q3 2025, with total revenue growth of 20.9% year-over-year, reaching UAH 12.3 billion (USD 297 million) [3][10] - The company's EBITDA increased by 21.5% year-over-year to UAH 7.1 billion (USD 171 million), with an EBITDA margin of 57.6% [4][10] - Digital revenue surged by 531% to UAH 1.5 billion (USD 35 million), now accounting for nearly 12% of total revenues, driven by the acquisition of Uklon [5][10] Financial Performance - Total revenue grew to UAH 12.3 billion, reflecting a 20.9% increase YoY, and a 19.8% increase in USD terms [3][10] - EBITDA rose to UAH 7.1 billion, marking a 21.5% YoY growth, with a 20.4% increase in USD terms [4][10] - Adjusted net profit was reported at USD 73 million, excluding a non-cash charge of USD 162 million related to the company's listing [10] Digital Strategy - Direct digital revenue reached UAH 1.5 billion, contributing 11.9% to total revenue, supported by the integration of Uklon [5][10] - The number of multiplay users increased by 24.8% YoY to 6.6 million, representing 31.7% of one-month-active mobile customers [5][10] - Digital monthly active users (MAUs) grew by 49.4% to 13.5 million, indicating strong customer engagement [10] Strategic Initiatives - Kyivstar became the first Ukrainian company to list on the NASDAQ on August 15, 2025 [7] - The company is advancing its digital ecosystem, including the launch of Ukraine's first Starlink Direct to Cell network and the development of a national large language model in partnership with the Ministry of Digital Transformation [7][9] - Kyivstar plans to invest USD 1 billion in Ukraine from 2023 to 2027, focusing on infrastructure and technological development [15] Future Outlook - The company anticipates revenue growth of 24% to 27% YoY and EBITDA growth of 23% to 26% YoY in UAH terms for the full year [8] - In USD terms, revenue growth is expected to be between 20% to 23% YoY, with EBITDA growth of 19% to 22% YoY for 2025 [8]

Core Insights - Lumentum (LITE) reported first-quarter fiscal 2026 non-GAAP earnings of $1.1 per share, exceeding the Zacks Consensus Estimate by 6.80% and up from $0.18 per share in the same quarter last year [1][8] - Revenues reached $533.8 million, marking a 58% year-over-year increase and an 11% sequential rise, surpassing the Zacks Consensus Estimate by 1.43%, driven by growth in cloud and AI sectors [1][8] Revenue Breakdown - Component revenues, which account for 71% of total revenues, increased by 63.9% year over year to $379.2 million, with an 18.5% sequential increase [2] - Systems revenues, making up 29% of total revenues, rose 46.5% year over year to $154.6 million, although they saw a sequential decline of 3.6% [2] Operating Performance - Non-GAAP gross margin expanded by 660 basis points year over year to 39.4% [3] - Non-GAAP operating income was reported at $99.8 million, significantly up from $10 million in the previous year, with an operating margin of 18.7% compared to 3% a year ago [4] - Adjusted EBITDA increased to $127.6 million from $37 million in the year-ago quarter [4] Financial Position - As of September 27, 2025, Lumentum had cash and cash equivalents and short-term investments totaling $1.12 billion, down from $8.77 billion as of June 28, 2025 [5] - Long-term debt decreased to $2.16 billion from $2.56 billion reported as of June 28, 2025 [5] Future Guidance - For the second quarter of fiscal 2026, Lumentum expects revenues between $630 million and $670 million, with a non-GAAP operating margin projected between 20% and 22% [6] - Non-GAAP earnings are anticipated to range from $1.30 to $1.50 per share [6]

Company Overview - SentinelOne is set to report its Q2 2026 earnings on August 28, 2025, with expected revenues of $242 million, reflecting a 22% year-over-year growth, and a reduction in net losses to approximately $0.19 per share [2] - The company has a current market capitalization of $5.6 billion and reported revenues of $864 million over the last twelve months, alongside operational losses of $331 million and a net income loss of $427 million [3] Product and Market Position - SentinelOne's product portfolio is centered around its Singularity platform, which leverages AI-driven automation for real-time cyber threat management across endpoints and cloud workloads, distinguishing it from traditional vendors [2] - The company has seen a 24% year-over-year growth in Annualized Recurring Revenue (ARR), totaling $948.1 million, indicating strong customer retention and growth within existing accounts [2] Customer Metrics - The number of customers with an ARR of $100,000 or more increased by 22% to 1,459, showcasing stronger penetration into larger enterprises [2] Historical Performance Insights - Over the past five years, SentinelOne has recorded 15 earnings data points, with only 4 positive one-day returns, resulting in a 27% positive return rate, which drops to 18% when considering the last three years [8] - The median of the 4 positive returns stands at 8.5%, while the median of the 11 negative returns is -5.9% [8]

Financial Performance - AWS added $16 billion of revenue quarter over quarter, indicating significant growth [1] Cloud Adoption and Potential - Estimates suggest only 10% to 15% of workloads have moved to the cloud, highlighting enormous potential for future growth [2] AI Strategy and Customer Focus - AWS is laying the groundwork for enterprises to realize value from AI, modernization, and cloud perspectives over the next 2-5 years [3] - Customers are excited about AI's transformative potential across businesses, workflows, and jobs [4] - AWS prioritizes supporting mission-critical enterprise and startup workflows to ensure customers can run their businesses and trust AWS long-term [7] Supply Constraints and Strategic Considerations - AWS acknowledges supply constraints, particularly for very large customers building large training clusters, and is working to mitigate these [6] - The industry is experiencing rapid growth, making it challenging for any single provider to meet all demands [8] - Constraints include chips, power, components, and demand [8] Partnership with Nvidia - AWS is a close partner with Nvidia, with DGX cloud running on AWS [10] - AWS adds value to Nvidia GPUs through its Nitro system, enhancing enterprise security, isolation, and encryption [12]