Commission. Forward-looking statements speak only as of the date of the document in which they are contained, and the Company does not undertake any duty to update any forward-looking statements except as may be required by law.Important Notice Regarding Our Regulation A OfferingAn offering statement regarding our offering of units consisting of one share of class A common stock and a warrant to purchase one share of class A common stock has been filed with the SEC. The SEC has qualified that offering state ...

OpenText Increases Share Repurchase Program to US$500 Million [Accessibility Statement] Skip NavigationWATERLOO, ON, Feb. 10, 2026 /PRNewswire/ -- OpenTextâ"¢ (NASDAQ: OTEX), (TSX: OTEX) (the Company), today announced that it has increased its previously announced Fiscal 2026 share repurchase program by US$200 million, whereby it intends to purchase for cancellation up to a maximum aggregate value of US$500 million of its common shares (Common Shares) pursuant to a normal course issuer bid (NCIB). The maxim ...

these non-GAAP measures are useful to investors, as a supplement to GAAP measures, in evaluating its ongoing operational performance and trends and in comparing its financial results from period-to-period with other companies in Blackbaud's industry, many of which present similar non-GAAP financial measures to investors. However, these non-GAAP financial measures may not be completely comparable to similarly titled measures of other companies due to potential differences in the exact method of calculation b ...

effect of non-cash items and certain variable charges not expected to recur and (ii) transactions that are not meaningful in comparison to our past operating performance or not reflective of ongoing financial results. Lastly, we believe that our core operating performance offers a supplemental measure for period-to-period comparisons and can be used to evaluate our historical and prospective financial performance, as well as our performance relative to competitors.The non-GAAP definitions and explanations t ...

Brand Engagement Network Terminates $50 Million Standby Equity Purchase Agreement, Strengthening Balance Sheet and Reducing Potential Dilution[Accessibility Statement] (https://www.cision.com/about/accessibility/)[Skip Navigation](#main)# Brand Engagement Network Terminates $50 Million Standby Equity Purchase Agreement, Strengthening Balance Sheet and Reducing Potential Dilution[![(PRNewsfoto/Brand Engagement Network, Inc. (BEN))]( "(PRNewsfoto/Brand Engagement Network, Inc. (BEN))")](#)## News provided by[ ...

Core Insights - Cadence Design Systems, Inc. (CDNS) has entered a technical collaboration with Lightmatter to develop co-packaged optics (CPO) solutions aimed at enhancing AI and high-performance computing (HPC) systems [1][9] Group 1: Collaboration and Technology Development - The partnership combines Cadence's high-speed SerDes IP and Universal Chiplet Interconnect Express (UCIe) technology with Lightmatter's Passage optical engine to create manufacturing-ready CPO platforms [1][9] - The collaboration focuses on integrating advanced-node CMOS and industry-standard packaging workflows to meet the increasing demands for bandwidth and power efficiency in modern AI infrastructure [2][4] - Cadence's expertise in optics-optimized connectivity IP and chiplet disaggregation is being leveraged alongside Lightmatter's strengths in silicon photonics to support hyperscalers in building custom AI and HPC chips [3] Group 2: Market Position and Strategic Initiatives - Cadence's strategic acquisition strategy has been crucial for its growth, including the acquisition of Secure-IC and the Design & Engineering division of Hexagon AB, which will enhance its IP portfolio [5][6] - The company is well-positioned to benefit from the rising demand for AI-driven solutions, with its Cadence.ai portfolio gaining traction and new product launches like Cerebrus AI Studio expected to sustain momentum [6] - For Q4 2025, Cadence anticipates revenues between $1.405 billion and $1.435 billion, compared to $1.356 billion in the same quarter last year, with non-GAAP EPS projected between $1.88 and $1.94 [7] Group 3: Stock Performance - Cadence currently holds a Zacks Rank 3 (Hold), with its shares increasing by 7.6% over the past year, outperforming the Zacks Computer-Software industry's growth of 0.1% [8]

Core Insights - Cadence Design Systems (CDNS) has delivered breakeven returns over the past six months, contrasting with broader enthusiasm in the AI and semiconductor sectors [1] - The company is a leader in electronic system design, providing software, hardware, and IP to transform design concepts into reality [2] Competitive Landscape - Competitive pressures from Synopsys and macroeconomic volatility are key concerns, with Synopsys' acquisition of Ansys expected to intensify competition [3] - Despite these pressures, CDNS has outperformed the Computer Software industry, which has seen a decline of 13.7% over the same period [6] Business Performance - CDNS ended Q3 with a $7 billion backlog and is experiencing strong demand driven by AI-led initiatives in EDA and hardware systems [8] - The core EDA business is growing due to AI-driven design solutions, with significant demand from AI and HPC clients [10] Financial Health - In Q3, CDNS reported revenues of $1.339 billion, a 10.2% year-over-year increase, with operating cash flow of $311 million and free cash flow of $277 million [14] - The company has a strong balance sheet with cash and cash equivalents of $2.753 billion and long-term debt of $2.479 billion [14] Strategic Initiatives - CDNS is pursuing an inorganic growth strategy, acquiring companies to enhance operational efficiency and reduce costs [15] - The company is actively repurchasing shares, with $200 million in buybacks in Q3 and plans for another $200 million in Q4 [16] Future Outlook - Revenue estimates for 2025 are projected between $5.262 billion and $5.292 billion, with operating cash flow expected to be between $1.65 billion and $1.75 billion [17] - CDNS is well-positioned to benefit from increased R&D spending in AI-driven automation, capitalizing on the AI super cycle [12]

Market Overview - A-shares experienced significant volatility, with early gains followed by a sharp decline in the afternoon due to the increase in margin requirements for financing [1][14]. - The total trading volume reached approximately 3.99 trillion yuan, indicating a high level of market activity [4][5]. - The Shanghai Composite Index closed down 0.31% at 4126.09 points, while the ChiNext Index saw a smaller gain of 0.82% [5]. Sector Performance - The computer, communication, and media sectors showed resilience, with notable gains, while sectors like banking and real estate faced declines [6][11]. - The computer sector rose over 3%, with 18 stocks hitting the daily limit up [8]. - The media sector also performed well, with several stocks reaching their daily limit up, indicating strong investor interest [11]. Trading Dynamics - The market is currently in a "gear-shifting" phase characterized by high volatility and divergence, suggesting increased short-term risk [3][14]. - Investors are advised to focus on individual stocks rather than indices, avoiding blind chasing of high-flying stocks [3][20]. - The adjustment in margin requirements is seen as a signal to stabilize the market and shift from speculative trading to a more fundamental-driven approach [16][20]. Future Outlook - The market is expected to continue its structural rotation with a focus on sectors supported by fundamentals, such as AI applications and high-end manufacturing [15][19]. - Analysts suggest that while the overall bullish trend remains intact, the pace may slow down, and investors should be cautious of high valuations in certain sectors [19][20]. - Recommendations include maintaining a balanced portfolio with a focus on sectors with real growth potential and avoiding excessive leverage [20].

Core Insights - Adobe's prospects are bolstered by an expanding partner base, including major players like Amazon Web Services, Microsoft Azure, Google, and OpenAI [1][10] - The launch of Premiere Mobile in Q4 FY2025 enhances Adobe's position in AI video editing, supported by partnerships with Google and YouTube [2] - A strategic partnership with Runaway allows Adobe to integrate advanced video technology into its offerings, making Runaway's latest models available to Adobe clients [3] Financial Performance - Adobe reported annual recurring revenues (ARR) of $25.2 billion for FY2025, reflecting an 11.5% year-over-year growth, with expectations to reach $25.6 billion by the end of FY2026 [4][10] - The Zacks Consensus Estimate for Q1 FY2026 revenues is projected at $6.28 billion, indicating a 9.89% increase from the previous year, while earnings are expected to grow by 15.4% to $5.86 per share [15] Competitive Landscape - Adobe's AI business remains small compared to competitors like Microsoft and Alphabet, which have significantly larger user bases and revenue streams from AI services [5][6][7] - Microsoft has 900 million monthly active users of AI features, while Alphabet's AI Mode has over 75 million daily active users [6][7] Stock Performance and Valuation - Adobe's stock has declined by 21.6% over the past year, underperforming the broader Zacks Computer and Technology sector, which returned 22.9% [8] - The stock is currently trading at a premium, with a trailing price/book ratio of 12.71 compared to the sector's 10.76 [12]

Core Insights - Adobe reported fourth-quarter fiscal 2025 non-GAAP earnings of $5.50 per share, exceeding the Zacks Consensus Estimate by 2.04% and reflecting a year-over-year increase of 14.3% [1][10] - Total revenues reached $6.194 billion, surpassing the consensus mark by 1.5% and showing a year-over-year growth of 10.5% [2][10] - Annualized recurring revenues (ARR) at the end of Q4 fiscal 2025 were $25.66 billion, indicating an 11.5% growth from the previous year [2] Revenue Breakdown - Subscription revenues accounted for $5.989 billion, representing 96.7% of total revenues and an 11.6% year-over-year increase [4] - Product revenues totaled $74 million, down 8.6% year over year, while services and other revenues were $131 million, down 18.1% year over year [4] - Digital Media segment revenues were $4.62 billion, up 11% year over year, with an ARR of $19.2 billion [5] - Digital Experience revenues increased to $1.52 billion, a 9% year-over-year rise, with subscription revenues of $1.41 billion growing 11% [6] Customer Metrics - Total customers with ARR exceeding $10 million grew by 25% year over year to over 150 [2] - Customer Group subscription revenues were $5.96 billion, reflecting a 12% year-over-year increase [7] Operating Performance - GAAP gross margin for Q4 was 90.4%, expanding by 10 basis points year over year [8] - Operating expenses rose to $2.78 billion, up 12.6% year over year, with the adjusted operating margin contracting to 45.6% [8] Financial Position - As of November 28, 2025, cash and short-term investments stood at $6.6 billion, up from $5.94 billion [9] - Long-term debt remained unchanged at $6.2 billion [9] Future Guidance - For Q1 fiscal 2026, Adobe expects total revenues between $6.25 billion and $6.30 billion [12] - Fiscal 2026 non-GAAP earnings are projected to be between $23.30 and $23.50 per share [14]