Accenture plc (NYSE:ACN) shares rose Friday after the company announced it has acquired U.S.-based data firm RANGR Data.The move deepens Accenture’s work with Palantir platforms and sharpens its pitch around AI-powered business transformation.Accenture is buying RANGR Data, a certified Palantir Technologies Inc. (NASDAQ:PLTR) partner known for complex data programs. Terms of the transaction were not disclosed.Also Read: VIX Surges 50% In November: History Shows Patient Investor Win Big After PanicRANGR focu ...

COSTA MESA, Calif.--(BUSINESS WIRE)--New research from Experian, a global data and technology leader, spotlights U.S. renters' current sentiments around the prospect of homeownership. ...

SAN FRANCISCO--(BUSINESS WIRE)--Planet Labs PBC (NYSE:PL), a leading provider of daily data and insights about change on Earth, today announced that it plans to release its fiscal third quarter 2026 financial results for the quarter that ended October 31, 2025, after market close on Wednesday, December 10, 2025. Planet's management will host a conference call to discuss the financial results and business outlook at 5:00 p.m. ET / 2:00 p.m. PT the same day. Planet invites you to listen to the co. ...

Core Insights - The Baron Asset Fund underperformed for the second consecutive quarter, declining 4.23% in Q3 2025, while the Index gained 2.78% [3] - The underperformance was primarily due to the Fund's underexposure to Momentum, Beta, and Residual Volatility factors, which led the market higher [3] - The Fund's overexposure to Earnings Quality negatively impacted performance as lower quality stocks rallied during the quarter [3] Sector Performance - Stock selection in IT and Communication Services accounted for about three-quarters of the underperformance, with significant declines from Gartner, Inc. and StubHub Holdings, Inc. [4] - Weakness in Consumer Discretionary was broad-based, with notable declines from Choice Hotels International, Inc. and On Holding AG [5] - Financials were hindered by FactSet Research Systems Inc. and Morningstar, Inc., affected by industry-wide concerns regarding AI and a shift in investor focus [7] - Health Care showed solid stock selection, driven by strong performance from IDEXX Laboratories, Inc. [8] Key Contributors - IDEXX Laboratories, Inc. contributed 1.13% to returns, benefiting from improved foot traffic and revenue growth in its Companion Animal segment [9] - Amphenol Corporation gained 1.01% as expectations for data center spending rose, bolstered by a significant acquisition [10] - SpaceX reported substantial growth in its Starlink service and continued advancements in rocket technology [11][12] Key Detractors - Gartner, Inc. detracted 2.31% from performance due to disappointing earnings and decelerating contract value growth [13] - StubHub Holdings, Inc. faced challenges post-IPO, with investments impacting near-term results [16] - Verisk Analytics, Inc. was affected by a conservative outlook and concerns about the property and casualty insurance market [17]

Market Overview - U.S. equities experienced broad gains in Q3, driven primarily by the Federal Reserve's decision to cut interest rates by 25 basis points, alongside healthy corporate earnings and reduced trade tensions [2][3] - The "Magnificent Seven" stocks contributed significantly, accounting for 62% of the S&P 500 Index's quarterly gains, with Information Technology, Communication Services, and Consumer Discretionary sectors outperforming the broader market [3] Fund Performance - The Baron Asset Fund underperformed, with Institutional Shares declining 4.23% in Q3, trailing the Russell Midcap Growth Index's gain of 2.78% [9] - The Fund's performance was negatively impacted by underexposure to Momentum, Beta, and Residual Volatility factors, which led the market higher during the quarter [9][10] Sector Analysis - Stock selection in Information Technology and Communication Services was a major contributor to underperformance, particularly due to declines in holdings like Gartner, Inc. and StubHub Holdings, Inc. [11] - Consumer Discretionary sector faced challenges, with notable declines from Choice Hotels International, Inc. and On Holding AG, despite On's strong revenue growth of 38% [12][13] - Financials were hindered by performance issues at FactSet Research Systems Inc. and Morningstar, Inc., while Verisk Analytics, Inc. faced challenges in the Industrials sector [14] Top Contributors and Detractors - IDEXX Laboratories, Inc. was a top contributor, with a 1.13% contribution to return, driven by better-than-expected financial results and improved foot traffic to veterinary clinics [16] - Gartner, Inc. and StubHub Holdings, Inc. were significant detractors, with contributions of -2.31% and -1.39% respectively, due to disappointing earnings and challenging market conditions [19][23] Portfolio Structure - As of September 30, 2025, the Fund held 55 positions, with the top 10 holdings representing 47.2% of net assets, and the largest sector being Information Technology at 24.9% [25][26] - The Fund's investment strategy focuses on long-term holdings in companies with competitive advantages and strong management teams [26] Recent Activity - The Fund initiated a position in Loar Holdings Inc., a niche aerospace parts manufacturer, highlighting the attractiveness of the aerospace industry due to strong growth and pricing power [29][30] - Investments were also made in Skyryse, Inc., which is developing a universal flight operating system aimed at improving aviation safety and accessibility [32] Outlook - The Fund's management remains optimistic about the growth opportunities and competitive positions of its portfolio companies, despite the challenging market environment for high-quality stocks [34][36]

Core Insights - Health Catalyst reported total revenue of $76.3 million for Q3 2025, slightly down from $76.4 million in Q3 2024, but achieved an Adjusted EBITDA of $12.0 million, a 64% increase year-over-year [2][3][4] Financial Performance - Total revenue for the three months ended September 30, 2025, was $76,323,000, compared to $76,353,000 in the same period of 2024, reflecting a negligible change of —% [3] - Gross profit increased to $29,979,000, up 8% from $27,758,000 in Q3 2024, resulting in a gross margin of 39% compared to 36% a year earlier [3] - The company reported a net loss of $22,229,000 for Q3 2025, which is a 51% increase from the net loss of $14,726,000 in Q3 2024 [3] - Adjusted Gross Profit for Q3 2025 was $40,133,000, an 11% increase from $36,289,000 in Q3 2024, with an Adjusted Gross Margin of 53% compared to 48% in the prior year [3][22] - Adjusted EBITDA for Q3 2025 was $12,000,000, significantly higher than $7,295,000 in Q3 2024 [3][33] Financial Outlook - The company reaffirmed its full-year 2025 guidance, expecting total revenue of approximately $310 million and Adjusted EBITDA of approximately $41 million [4][5] Company Overview - Health Catalyst is a leading provider of data and analytics technology and services for healthcare organizations, with over 1,100 clients globally [7] - The company focuses on high-impact solutions that demonstrate proven ROI, aiming to drive sustained value for clients and shareholders [2][7]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 reached a record $23.1 million, up 21% year-over-year [6][12] - Adjusted gross profit was a record $19.4 million, resulting in an adjusted gross margin of 84%, up one percentage point [6][12] - Adjusted EBITDA for the quarter was a record $9 million, an increase of 35% year-over-year, with an adjusted EBITDA margin of 39%, up four percentage points [12] - Adjusted net income increased 75% to a record $5.8 million, resulting in adjusted earnings of $0.39 per diluted share [12][17] - Free cash flow for the quarter was a record $7.3 million, a 51% increase from $4.8 million a year ago [17] Business Line Data and Key Metrics Changes - IDI added over 300 customers, ending the quarter with over 9,800 customers [6][12] - Forewarn added over 25,000 users, with over 590 realtor associations contracted [6][12] - The investigative vertical showed strong performance, driven by demand from law enforcement and investigative customers [12][14] - The emerging markets vertical, including retail, legal, repossession, government, and healthcare, contributed to growth [12][14] - Collections experienced high teens revenue growth, indicating a steady recovery [14] Market Data and Key Metrics Changes - Government sector wins included contracts with state toll authorities and departments of revenue, indicating strong public sector performance [7][22] - Gross revenue retention remained strong at 96%, improving by two percentage points year-over-year [15] Company Strategy and Development Direction - The company continues to invest in platform capabilities, product advancements, and AI integration to enhance competitive advantages [6][8] - The strategic focus is on expanding go-to-market capabilities and enhancing proprietary data assets [8][9] - A $15 million increase to the share repurchase program was announced, reflecting confidence in the company's growth trajectory [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in closing out 2025 as another record year, supported by a strong sales pipeline and disciplined execution [11][18] - The company is excited about the opportunities in the public sector and background screening markets, anticipating significant growth in 2026 [22][25] Other Important Information - Cash and cash equivalents were $45.4 million at the end of Q3 2025, up from $36.5 million at year-end 2024 [17] - The company purchased 15,437 shares at an average price of $42.26 during the quarter [17] Q&A Session Summary Question: Details on traction with larger public and enterprise sector customers - Management highlighted investments in the public sector division and background screening solutions, noting recent wins with state toll authorities and large payroll processors [22][23] Question: Addressable market for large toll authorities and payroll processing - Management indicated that every state has some form of toll authority, presenting substantial market opportunities, and emphasized the enormous background screening industry [24][25] Question: Renewals and ARPU growth for Forewarn - Management confirmed strong renewals and retention rates for Forewarn, with plans to add features that could enhance pricing during renewals [30][32] Question: Customer pipeline for Q4 - Management expressed excitement about the strong customer pipeline but noted potential seasonal slowdowns in Q4 due to fewer business days [34] Question: Expectations for gross margin in Q4 - Management expects gross margins to remain consistent with Q3 levels, around 82%-84% [38] Question: Attractiveness of current share price for buyback - Management affirmed that the current share price is attractive and emphasized the importance of investing in the business for long-term growth [39]

Q2 FY26 Earnings Presentation Nov 5, 2025 Cautionary Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including, without limitation, regarding LiveRamp's (the "Company") future business prospects. These statements involve risks and uncertainties that could cause the Company's actual results to differ materially, including, but not limited to competit ...

Core Insights - NowVertical Group Inc. will announce its Q3 2025 financial results on November 12, 2025, before market opening [1] - A webinar will follow at 11:00 AM EST on the same day to discuss the results and provide a business outlook [1][2] Company Overview - NowVertical is a global data and analytics company that transforms data into business value using AI [4] - The company offers a comprehensive suite of solutions and services to help clients optimize decision-making and improve operational efficiency [4] - NowVertical is growing both organically and through strategic acquisitions [4]

Thomson Reuters (NYSE:TRI) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Speaker2Good day, everyone, and welcome to the Thomson Reuters third quarter earnings call. Today's conference is being recorded. At this time, I'd like to turn the call over to Gary Bisbee, Head of Investor Relations. Please go ahead.Speaker1Thanks, Jenny. Good morning, and thank you for joining us today for our third-quarter 2025 earnings call. I'm joined today by our CEO, Steve Hasker, and our CFO, Mike Eastwood, each of whom ...