Company Overview - NORBIT ASA is a global provider of tailored technology aimed at solving challenges and promoting sustainability through innovative solutions, structured into three business segments: Oceans, Connectivity, and Product Innovation & Realization [4] - The Oceans segment focuses on delivering technology solutions to global maritime markets, while the Connectivity segment provides wireless solutions for identification, monitoring, and tracking [4] - The Product Innovation & Realization segment offers R&D services, proprietary products, and contract manufacturing to key customers [4] - NORBIT is headquartered in Trondheim, has manufacturing facilities in Europe and North America, employs around 600 people, and operates a worldwide sales and distribution platform [4] Recent Share Transaction - Petors AS, wholly owned by Per Jørgen Weisethaunet, CEO of NORBIT ASA, sold 153,000 shares in NORBIT ASA at an average price of NOK 193.23 per share for tax-related purposes [1] - Prior to the sale, Petors AS held 7,129,944 shares, representing 11.1% of NORBIT's outstanding shares; after the transaction, it holds 6,976,944 shares [2] - Weisethaunet and closely associated persons now hold a total of 6,986,157 shares, approximately 10.93% of the company's outstanding shares [2]

Core Insights - ePlus inc. reported improved gross profit and gross margin for the fourth quarter and full year of fiscal year 2025, with double-digit growth in earnings per share (EPS) for the fourth quarter [3][4][13] Financial Performance - For the fourth quarter ended March 31, 2025, consolidated net sales decreased by 10.2% to $498.1 million from $554.5 million, while technology business net sales decreased by 10.4% to $487.2 million [5][8] - Consolidated gross profit increased by 11.8% to $145.8 million, with a gross margin of 29.3%, compared to 23.5% in the previous year [10][8] - Net earnings rose by 14.6% to $25.2 million, and diluted EPS increased by 15.9% to $0.95 [13][8] Yearly Overview - For the fiscal year ended March 31, 2025, consolidated net sales decreased by 7.0% to $2,068.8 million from $2,225.3 million, with technology business net sales down by 7.7% to $2,009.1 million [14][19] - Consolidated gross profit for the year increased by 3.3% to $569.1 million, with a gross margin of 27.5%, up from 24.8% in fiscal year 2024 [19][21] - Net earnings for the fiscal year decreased by 6.7% to $108.0 million, with diluted EPS down by 6.5% to $4.05 [21][22] Segment Performance - Professional service revenues increased by 48.4% in the fourth quarter to $60.4 million, primarily due to the acquisition of Bailiwick Services, LLC [7][4] - Managed service revenues grew by 16.6% to $44.5 million, driven by growth in Enhanced Maintenance Support and Cloud services [8][17] - The financing business segment saw net sales increase by 4.9% to $10.9 million, attributed to higher transactional gains and portfolio earnings [9][41] Operational Highlights - Operating expenses increased by 9.6% to $111.0 million, mainly due to higher salaries and benefits from increased headcount [11][20] - The company’s headcount rose to 2,199, up by 299 from the previous year, largely due to the acquisition of Bailiwick Services, LLC [11][20] - Cash and cash equivalents as of March 31, 2025, were $389.4 million, up from $253.0 million a year earlier [23][20] Strategic Outlook - ePlus is initiating fiscal year 2026 guidance for net sales growth in low single digits, with gross profit and adjusted EBITDA expected to grow in the mid-single digits [24][25] - The company remains focused on evolving its service and product offerings, particularly in fast-growing areas such as AI, cloud, security, and networking [25][4]

Core Insights - CSP Inc. (CSPI) experienced a 6% decline in shares following the earnings report for Q2 fiscal 2025, contrasting with a 1.4% gain in the S&P 500 index during the same period [1] - Revenue for the quarter was reported at $13.1 million, a decrease of 4.1% from $13.7 million year-over-year, primarily due to a 74% drop in the High Performance Products (HPP) segment [2] - The company reported a net loss of $108,000, or 1 cent per diluted share, compared to a net income of $1.6 million, or 16 cents per diluted share, in the same quarter last year [3] Revenue and Profitability - Gross profit fell to $4.2 million from $6.5 million, with gross margin narrowing to 32% from 47% [4] - The HPP segment's gross margin decreased to 57% from 86%, while the Technology Solutions (TS) segment's gross margin declined to 31% from 39% [4] - Operating loss was reported at $994,000, compared to operating income of $1.2 million in the same quarter last year [5] Balance Sheet and Capital Allocation - As of March 31, 2025, CSP held $29.5 million in cash and cash equivalents, repurchased approximately $384,000 worth of common stock, and declared a quarterly dividend of 3 cents per share [6] Management Commentary - CEO Victor Dellovo noted that revenue performance was in line with internal expectations, highlighting a modest increase in product sales and a dip in service revenue due to the absence of a repeat multi-million-dollar contract [7] - CFO Gary Levine attributed gross margin compression to higher component costs and the lack of a high-margin sale from the previous year [8] Factors Influencing Performance - The significant revenue drop in the HPP segment was due to the absence of a large ARIA AZT PROTECT order that had boosted last year's results [9] - Foreign exchange losses of $132,000 and a $64,000 decrease in interest income also contributed to the net loss [10] Future Outlook - Management expressed confidence in the AZT PROTECT pipeline and ongoing investments in marketing and reseller partnerships, with an expanding backlog of cloud-based projects [11] - A new reseller partnership with Rexel USA and a significant agreement with Oryx Industries in South Africa were announced, potentially leading to growth in cybersecurity protection for cell towers [12] - Overall, CSP faced challenges in Q2 but is positioned for potential growth in the latter half of fiscal 2025, largely dependent on the success of its AZT PROTECT offerings [13]

Core Insights - NORBIT reported Q1 2025 revenues of NOK 521.7 million, a 29% increase from Q1 2024, with an EBIT of NOK 127.4 million and a margin of 24% [1] - Diluted earnings per share rose to NOK 1.40 from NOK 0.50 year-over-year [1] - The company is optimistic about its 2025 revenue target of NOK 2.2 – 2.3 billion, expecting an improved EBIT margin compared to the previous year's 20% [3] Business Segments Performance - The Oceans segment achieved revenues of NOK 232.7 million, a 92% increase from Q1 2024, with an EBIT margin of 35% [7] - The Connectivity segment reported revenues of NOK 145.9 million, consistent with Q1 2024, and an EBIT margin of 28% [7] - The Product Innovation & Realization segment saw an 11% revenue growth to NOK 160.6 million, with an EBIT margin of 14% [7] Strategic Positioning - NORBIT emphasizes its market-driven innovation and strong operational foundation to meet growing demand across all business segments [2] - The company is focused on strategic investments in capacity and competence to capitalize on growth opportunities [2] - NORBIT operates in three key segments: Oceans, Connectivity, and Product Innovation & Realization, addressing specific market needs [4]

Core Insights - Unisys Corporation reported a significant increase in new business signings, with an over 80% year-over-year growth, indicating strong demand for its innovative solutions [3][6] - The company achieved solid profitability results in the first quarter of 2025, with a focus on improving efficiency and enhancing free cash flow [3][6] - Despite a decline in overall revenue, Unisys reiterated its full-year financial guidance, expecting constant currency revenue growth and a path to exceed profitability guidance [3][16] Financial Performance - Total revenue for 1Q25 was $432.1 million, down 11.4% from $487.8 million in 1Q24, with a constant currency decline of 8.5% [5][6] - Excluding License and Support (Ex-L&S) revenue, the total was $361.0 million, reflecting an 8.5% year-over-year decrease [5][6] - Gross profit margin decreased to 24.9% from 27.9% year-over-year, primarily due to the timing of software license renewals [5][8] Segment Results - Digital Workplace Solutions (DWS) revenue declined 10.4% year-over-year to $118.6 million, with a gross profit margin of 14.2% [9][10] - Cloud, Applications & Infrastructure Solutions (CA&I) revenue decreased 6.3% year-over-year to $176.6 million, maintaining a gross profit margin of 19.5% [9][10] - Enterprise Computing Solutions (ECS) revenue fell 14.8% year-over-year to $118.7 million, with a gross profit margin of 47.7% [11][10] Cash Flow and Balance Sheet - Cash provided by operations increased to $33.3 million from $23.8 million in 1Q24, while free cash flow improved to $13.2 million from $3.9 million [12][6] - The company reported cash and cash equivalents of $393.1 million as of March 31, 2025, up from $376.5 million at the end of 2024 [12][40] Guidance and Outlook - Unisys reiterated its full-year 2025 revenue growth guidance in constant currency, projecting a growth range of 0.5% to 2.5% [16] - The company expects non-GAAP operating profit margin to be between 6.5% and 8.5% for the full year [16]

Panel discussion details: Unisys has been proactively working with businesses to address rising security gaps posed by emerging technologies like AI and quantum computing. Recently, the company launched its first post-quantum cryptography service to help organizations defend against future quantum threats. To learn more about Avasant's Empowering Beyond events, click here. About Unisys BLUE BELL, Pa., April 29, 2025 /PRNewswire/ -- Unisys (NYSE: UIS) has announced its participation in Avasant's Empowering B ...

Core Points - Unisys will release its first-quarter 2025 financial results on April 30, 2025, after the market closes [1] - A conference call to discuss the results will be held on May 1, 2025, at 8 a.m. EDT [1] - The conference call will be accessible via a live webcast on the Unisys Investor Website [2] Financial Communication - Domestic callers can join the conference call by dialing 1-844-695-5518, while international callers can dial 1-412-902-6749 [2] - A replay of the conference call will be available shortly after the event on the Unisys Investor Website [3] - The replay can also be accessed by calling 1-877-344-7529 for domestic callers or 1-412-317-0088 for international callers, using access code 2787914 [3] Upcoming Investor Conferences - Unisys management will participate in one-on-one and group meetings at various upcoming investor conferences [4] - Specific dates include virtual meetings hosted by CEO Mike Thomson on May 9 and 12, 2025, at the Needham Technology, Media, & Consumer Conference [6] - On May 29, 2025, Unisys executive leadership will host meetings at the Goldman Sachs Leveraged Finance and Credit Conference in Dana Point, California [6] Company Overview - Unisys is a global technology solutions company that provides services in cloud, AI, digital workplace, logistics, and enterprise computing [5] - The company has been assisting clients in pushing boundaries for over 150 years [5]

Company Announcement - L.B. Foster Company will present virtually at the Sidoti Small Cap Virtual Conference on March 20, 2025, starting at 2:30 PM EST [1] - Presentation materials will be available on the Company's Investor Relations website on the morning of the conference [1] Webcast Information - A video webcast and replay will be available online, with a registration link provided on the L.B. Foster website on the day of the event [2] - The video replay will be accessible for 90 days following the event [2] Company Overview - L.B. Foster Company, founded in 1902, is a global technology solutions provider specializing in engineered, manufactured products and services for infrastructure [3] - The Company focuses on innovative engineering and product development solutions to meet safety, reliability, and performance needs [3] - L.B. Foster maintains locations across North America, South America, Europe, and Asia [3]

Financial Data and Key Metrics Changes - For the first quarter of fiscal year 2025, the company reported revenue of $37.2 million, a decrease from $50 million in the same period last year, representing a decline of 26% [5][9] - Net income for the quarter was $8.4 million, or $0.65 per diluted share, down from $12.7 million, or $0.94 per diluted share, in the prior year, indicating a decrease of 34% in net income [5][9] Business Line Data and Key Metrics Changes - The Smart Water segment reported revenue of $7.3 million, an increase of 72% compared to $4.2 million in the same period last year, driven by higher demand for Hydrakon cable and connector products [6][9] - The Energy Solutions segment revenue was $24.3 million, down 39% from $39.9 million in the first quarter of fiscal year 2024, influenced by a significant sale of $30 million in the prior year [7][10] - The Intelligent Industrial segment revenue totaled $5.6 million, a decrease of 4% from $5.8 million in the same period last year, attributed to lower demand for imaging products [8][11] Market Data and Key Metrics Changes - The company sees significant potential in the municipal and multifamily marketplace for its water management solutions, indicating a focus on organic growth and potential acquisitions [6] - The company is monitoring the new administration's focus on border security and immigration, which may present opportunities for its products [18][33] Company Strategy and Development Direction - The company has realigned its business segments into Smart Water, Energy Solutions, and Intelligent Industrial to better reflect its technology-driven solutions [6] - The company completed a $7 million stock repurchase program, purchasing approximately 716,000 shares at an average price of $9.72 per share, indicating a commitment to returning value to shareholders [14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding future opportunities in the Smart Water segment, particularly with products like Hydrocon and Aquana, which have seen increased market uptake [27][29] - The company is actively engaging with partners regarding carbon capture technologies, although no immediate revenue opportunities have been identified [19] Other Important Information - Operating expenses for the first quarter were $12.3 million, an increase of 31% compared to $9.4 million in the same period last year, primarily due to higher personnel costs and increased R&D expenditures [12] - The company maintains a strong balance sheet with $22 million in cash and short-term investments, and total liquidity of $34 million [12] Q&A Session Summary Question: Any updates on Homeland Security activities? - Management is monitoring the new administration's direction, particularly regarding immigration and border protection, and is hopeful for opportunities [18] Question: Any developments in carbon capture? - Management continues discussions with partners but has not yet identified revenue-generating opportunities in carbon capture [19] Question: Insights on R&D projects? - Management indicated that some projects are capital intensive with long lead times, and additional R&D investments have been made recently [22][24] Question: Future expectations for Smart Water products? - Management noted strong market interest in Hydrocon and Aquana, with expectations for continued growth in both domestic and international markets [27][29] Question: Optimism regarding Quantum technology and border security? - Management sees potential opportunities but is awaiting clarity on funding allocations from the federal government [33] Question: Developments with PRM technology? - Management mentioned ongoing discussions but noted no pressing opportunities for PRM at this time [37][39]