Key Takeaways WWD will supply spoiler systems and long-term services for Airbus' A350 under its FHS program. The deal reinforces WWD's role in flight-critical systems and expands its partnership with Airbus. WWD raised its FY25 Aerospace revenue outlook to 8-13% growth, citing strong defense and aftermarket demand.Woodward, Inc. (WWD) has recently been chosen by Airbus SE (EADSY) to supply the electro-hydraulic Spoiler Actuation System for the A350 aircraft. This flagship jet plays an integral part in mod ...

Key Takeaways Harmonic's cOS platform will drive Vectra's shift to multigigabit broadband and deep fiber infrastructure. Vectra is the first to adopt HLIT's PTP-less DAA, reducing complexity and boosting operational reliability. Harmonic's SeaStar Node enables fiber in MDUs via coax, easing DOCSIS-to-PON migration for Vectra.Harmonic, Inc. (HLIT) recently announced that Poland-based Vectra, a top Internet provider, will deploy HLIT’s industry-leading cOS virtualized broadband platform. The initiative aims ...

Motorola Solutions, Inc. (MSI) recently announced that it has signed a definitive agreement to acquire Silvus Technologies, Inc. The transaction is valued at $4.4 billion and is expected to be completed in the second half of 2025, subject to regulatory approvals. Following the completion of the buyout, Silvus stands to receive a business performance-based earnout of up to $600 million between 2027 and 2028.Rationale for the AcquisitionHeadquartered in Los Angeles, Silvus Technologies is a leading developer ...

Core Viewpoint - Viasat, Inc. reported mixed results for the fourth quarter of fiscal 2025, with adjusted earnings missing estimates while revenue exceeded expectations. The overall revenue remained flat year-over-year, impacted by declines in fixed broadband and product revenues, but offset by growth in Aviation and Information Security, as well as Defense and Advanced Technologies segments [1][4]. Financial Performance - Viasat incurred a net loss of $246.1 million, or a loss of $1.89 per share, compared to a net loss of $100.3 million, or a loss of 80 cents per share in the prior-year quarter [2]. - For fiscal 2025, the company reported a net loss of $575 million, or a loss of $4.48 per share, an improvement from a net loss of $1.06 billion, or a loss of $9.12 per share in fiscal 2024 [3]. Revenue Breakdown - Total revenues for Q4 were $1.15 billion, surpassing the consensus estimate by $13 million. Product revenues increased to $349.7 million from $337.9 million year-over-year, while service revenues decreased to $797.4 million from $812 million [4]. - Communication Services segment revenues were $825 million, down 4% from $859.9 million in the prior-year quarter, primarily due to declines in fixed services and maritime service revenues [5]. - Defense and Advanced Technologies segment revenues were $322 million, up 11% year-over-year, driven by growth in information security and cyber defense [6]. Operational Metrics - Viasat reported an operating loss of $153.8 million in Q4, compared to an operating income of $0.3 million in the prior-year quarter. Adjusted EBITDA increased to $374.8 million from $357.7 million [7]. - The company generated an operating cash flow of $298 million in Q4, up from $232 million in the prior-year period, reflecting improved operating performance [8]. Future Outlook - For fiscal 2026, Viasat expects low single-digit year-over-year revenue growth and flat adjusted EBITDA. The Communication Services segment is anticipated to show flat revenue performance, while the Defense and Advanced Technologies segment is expected to grow in the mid-teens [10].

Core Insights - Ubiquiti, Inc. reported strong third-quarter fiscal 2025 results, with both revenue and net income exceeding Zacks Consensus Estimates, driven by robust demand in the Enterprise Technology segment [1][2]. Financial Performance - Net income on a GAAP basis was $180.4 million or $2.98 per share, a significant increase from $76.3 million or $1.26 in the same quarter last year [2]. - Non-GAAP net income was $181.8 million or $3 per share, compared to $77.6 million or $1.28 in the prior year, beating the consensus estimate by $1.14 [2]. - Revenue for the quarter reached $664.2 million, up from $493 million year-over-year, surpassing the consensus estimate by $50 million [3]. Segment Performance - The Enterprise Technology segment generated $585.7 million in revenues, a substantial increase from $414.3 million in the prior-year quarter, exceeding the estimate of $526.5 million [3]. - Service Provider Technology revenues were $78.4 million, slightly down from $78.7 million year-over-year, primarily due to soft demand in North America, South America, and Asia Pacific [4]. Regional Performance - North America revenues increased to $322.7 million from $242.5 million year-over-year [5]. - EMEA revenues rose to $282.1 million from $200.7 million [5]. - Asia Pacific revenues grew to $37.5 million from $26.5 million, while South America revenues decreased to $21.8 million from $23.4 million [5]. Profitability and Expenses - Gross profit was $295.9 million, up from $174.1 million in the prior year, with gross margins improving to 44.5% from 35.3% [6]. - Research and development expenses increased to $44.3 million from $42.5 million due to higher software and employee-related expenses [7]. - Operating income rose to $226.9 million from $111.2 million year-over-year [7]. Cash Flow and Liquidity - Ubiquiti generated $509.7 million in cash from operating activities in the first nine months of fiscal 2025, compared to $310.1 million in the prior year [8]. - As of March 31, 2025, the company had $151 million in cash and cash equivalents, with $22.1 million in other long-term liabilities [8].

Zillow Group, Inc. (ZG) reported relatively mixed first-quarter 2025 results, wherein the bottom line missed the Zacks Consensus Estimate but the top line beat the same. It reported revenue expansion year over year.The company has a solid brand position in the residential real estate industry, boasting 227 million average monthly unique users across the Zillow ecosystem of apps and sites. Its advanced technology, such as Zillow Showcase, featuring various AI features, Real Time Touring and New Construction ...

Cogent Communications Inc. (CCOI) reported soft first-quarter 2025 results, with the bottom and top lines missing the Zacks Consensus Estimate. The Washington, DC-based leading Internet service provider reported a top-line decline year over year, owing to weakness in enterprise and corporate business.CCOI’s Net IncomeThe company reported a net loss of $52 million or a loss of $1.09 per share compared with a net loss of $65.3 million or a loss of $1.38 in the year-ago quarter. Despite top-line decline, lower ...