谷歌母公司Alphabet公司公布了几项新举措，以支持其在印度的扩张，其中包括将印度与美国和南半球 其他地区连接起来的新光纤线路。该公司首席执行官桑达尔·皮查伊在新德里举行的 人工智能峰会上大 力宣传了公司在人工智能领域的努力。印度总理莫迪在峰会上阐述了印度能够在人工智能领域引领潮流 的愿景。皮查伊是众多支持这一努力的知名首席执行官之一。公司表示，最新推出的"美印互联"计划将 铺设新的光纤线路，以提高印度与其他国家之间的网络连接速度和可靠性。该公司此前已在 太平洋、 非洲和澳大利亚周边地区建设海底光缆。 ...

Microsoft and Ericsson bring enterprise-grade 5G laptop management to Windows 11 [Accessibility Statement] Skip Navigation- Seven leading CSPs committed to early launch programs, with broad availability from the second quarter of 2026- Ericsson Enterprise 5G Connect and Microsoft introduce AI-driven connectivity intelligence to enhance performance, security, and user experience- Joint solution makes PCs always connected, secure, and easy to deploy and manage remotelySTOCKHOLM, Feb. 17, 2026 /PRNewswire/ -- ...

ANCHORAGE, Alaska--(BUSINESS WIRE)--As generative artificial intelligence (GenAI) increasingly becomes an essential tool for businesses and enterprises, so does the need for safeguards around data security and protection. Alaska Communications is introducing Alaska businesses to a secure, enterprisegrade path to GenAI adoption through its relationship with SurePath AI. "GenAI has become essential for organizations because of its ability to accelerate problemsolving, increase productivity and. ...

Financial Data and Key Metrics Changes - GAAP EPS for the fourth quarter was $9.05, including a tax benefit of $78.5 million, or $3.98 per share, primarily due to a U.S. tax deduction related to the Prospera investment [20] - Adjusted diluted EPS was $4.92, up 28.1% year-over-year [21] - For the full year, adjusted diluted EPS was $19.09, an increase of 11.1% over 2024 [30] Business Line Data and Key Metrics Changes - Infrastructure sales grew 7.2% year-over-year to $819 million, with utility sales increasing by 21% due to strong market conditions and higher volumes [24] - Agriculture sales decreased 19.9% year-over-year to $222.7 million, with an operating loss of $3.3 million in the fourth quarter [27] - Coatings sales increased by 6.3%, supported by healthy infrastructure demand [26] Market Data and Key Metrics Changes - The utility market is experiencing strong demand driven by electrification, AI, and aging infrastructure replacement, with a backlog of $1.5 billion, up 22% from the previous year [10][44] - North American agriculture markets remain challenged, while international sales declined due to economic conditions in Brazil [27][15] - The telecommunications market has normalized, with ongoing investments in wireless and RAN [72] Company Strategy and Development Direction - The company is focused on disciplined resource allocation, safety, and continuous improvement to enhance performance [9] - Investments in technology and aftermarket services are aimed at improving efficiency and customer experience in agriculture [8][16] - The company plans to host an investor day to share deeper insights into its strategy and long-term financial targets [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the utility market's strength, citing multiple demand drivers and a robust backlog [44] - The agriculture segment is expected to see a meaningful recovery in Q1 2026, with a focus on improving margins [45][49] - The company anticipates net sales for 2026 to be between $4.2 billion and $4.4 billion, with diluted EPS projected in the range of $20.50 to $23.50 [35][36] Other Important Information - The company acquired the remaining 40% of ConcealFab, enhancing its technology and product pipeline [12] - A total of $250 million was returned to shareholders, including $198 million through share repurchases [32] Q&A Session Summary Question: Confidence in utility demand and changes in customer investment - Management is confident in the utility market due to strong drivers like electrification and aging infrastructure, supported by a backlog of $1.5 billion [44] Question: Actions to restore agriculture margins and expected recovery timeline - Management expects a meaningful recovery in agriculture margins in Q1 2026, having taken steps to address previous challenges [45][46] Question: Capital spending increase for utility capacity expansions - The company plans to spend $170 million to $200 million in 2026 on utility capacity expansions, driven by durable demand [53][54] Question: Expected agriculture margins for Q1 and full year - Management anticipates low teens margins in Q1, potentially reaching mid-teens by year-end [51] Question: Growth expectations in non-utility infrastructure segments - Management expects growth across all infrastructure segments, including telecom, coatings, and lighting [72]

Financial Data and Key Metrics Changes - GAAP EPS for Q4 was $9.05, including a tax benefit of $78.5 million, or $3.98 per share, primarily due to a U.S. tax deduction related to the Prospera investment [20] - Adjusted diluted EPS was $4.92, up 28.1% year-over-year [21] - Full-year net sales were $4.1 billion, slightly increasing year-over-year, with operating income at $538 million, or 13.1% of revenue [28] Business Line Data and Key Metrics Changes - Infrastructure sales grew 7.2% to $819 million, with utility sales increasing by 21% due to strong market conditions and higher volumes [24] - Agriculture sales decreased 19.9% year-over-year to $222.7 million, with an operating loss of $3.3 million in Q4 [27] - Coatings sales increased by 6.3%, supported by healthy infrastructure demand [26] Market Data and Key Metrics Changes - The utility market is experiencing strong demand driven by electrification, AI, and aging infrastructure, with a backlog of $1.5 billion, up 22% from the previous year [10] - North American agriculture markets remain challenged, while international sales declined due to economic conditions in Brazil [27][15] - The telecommunications market has normalized capital spending, with ongoing demand for 5G and broadband expansion [12] Company Strategy and Development Direction - The company is focused on disciplined resource allocation and continuous improvement to enhance operational performance [9] - Investments in technology and aftermarket services are aimed at improving efficiency and customer experience in agriculture [8] - The company plans to host an investor day to share deeper insights into its strategy and long-term financial targets [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the utility market's strength, citing multiple demand drivers and a robust backlog [46] - The agriculture segment is expected to see a meaningful recovery in Q1 2026, with North America maintaining double-digit operating margins [50][52] - The company anticipates net sales for 2026 to be between $4.2 billion and $4.4 billion, with diluted EPS projected in the range of $20.50 to $23.50 [35] Other Important Information - The company acquired the remaining 40% of ConcealFab, enhancing its technology and product pipeline [12] - Full-year operating cash flows totaled $457 million, with free cash flow at $311 million, representing approximately 90% of net earnings [30] - The company returned $250 million to shareholders through dividends and share repurchases [32] Q&A Session Summary Question: Confidence in utility demand and changes in customer investment - Management is confident in the utility market due to strong drivers like electrification and AI, with a backlog of $1.5 billion supporting the outlook [46] Question: Actions to restore agriculture margins and expected recovery - Management expects a meaningful recovery in agriculture margins in Q1 2026, with steps taken to strengthen the foundation in Brazil [50][52] Question: Expected ag margins for Q1 and full year - Management anticipates low teens for Q1 margins, potentially reaching mid-teens by year-end [58] Question: Increasing capital spending for utility capacity expansions - Capital spending is projected to be $170 million-$200 million in 2026, primarily for utility, driven by durable demand [61] Question: Balance sheet utilization for pricing - The company plans to use its strong balance sheet for growth rather than trading for better pricing [66] Question: Aftermarket share in a soft ag market - The company is enhancing its e-commerce system to improve aftermarket services for farmers [71] Question: Utility growth potential and pricing - Management sees potential upside in utility growth, with expectations of more volume than price contributing to growth in 2026 [82]

Financial Data and Key Metrics Changes - GAAP EPS for Q4 2025 was $9.05, including a tax benefit of $78.5 million, or $3.98 per share, primarily due to a U.S. tax deduction related to the Prospera investment [13] - Adjusted diluted EPS was $4.92, up 28.1% year-over-year [13] - Full-year adjusted diluted EPS was $19.09, an increase of 11.1% over 2024 [19] Business Line Data and Key Metrics Changes - Infrastructure sales for Q4 2025 were $819 million, growing 7.2% year-over-year, with utility sales increasing by 21% [16] - Agriculture sales decreased by 19.9% year-over-year to $222.7 million, with an operating loss of $3.3 million in Q4 [12][18] - Coatings sales increased by 6.3%, supported by healthy infrastructure demand [16] Market Data and Key Metrics Changes - The utility market is experiencing strong demand driven by electrification, AI, and grid expansion, with a backlog of $1.5 billion, up 22% from the previous year [7][27] - North American agriculture markets remain challenged, with international sales declining due to economic conditions in Brazil [10][12] - The telecommunications market has normalized, with ongoing investments in wireless and RAN [42] Company Strategy and Development Direction - The company is focused on disciplined resource allocation, safety, and continuous improvement to enhance performance [6] - Investments in technology and aftermarket services are aimed at improving efficiency and customer experience in agriculture [11] - The company plans to host an investor day to share deeper insights into its strategy and long-term financial targets [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the utility market's strength, citing multiple demand drivers and a robust backlog [27] - The agriculture segment is expected to see a meaningful recovery in Q1 2026, with a focus on restoring margins [28][29] - The company anticipates net sales for 2026 to be between $4.2 billion and $4.4 billion, with diluted EPS projected in the range of $20.50 to $23.50 [22][23] Other Important Information - The company acquired the remaining 40% of ConcealFab, enhancing its technology and product pipeline [9] - Full-year operating cash flows totaled $457 million, with free cash flow representing approximately 90% of net earnings [19] - The company returned $250 million to shareholders through dividends and share repurchases [20] Q&A Session Summary Question: Confidence in utility demand and competitive landscape - Management is confident in the utility market due to strong drivers like electrification and grid expansion, supported by a backlog of $1.5 billion [27] Question: Actions to restore agriculture margins - Management expects a meaningful recovery in agriculture margins in Q1 2026, having taken steps to address previous challenges [28][29] Question: Capital spending for utility capacity expansions - The company plans to increase capital spending to $170 million-$200 million in 2026 to meet durable demand in the utility sector [31][32] Question: Balance sheet utilization for pricing - The company aims to use its strong balance sheet for growth rather than trading price for prepayments, focusing on improving working capital [34][35] Question: Outlook for agriculture project wins - Management anticipates a slower first half for agriculture but is confident in the pipeline of projects for the second half of the year [39]

Q4 and Full-Year 2025 Earnings Presentation February 17, 2026 Valmont® Industries, Inc.© 2026 Disclosure Regarding Forward-Looking Statements These slides (and the accompanying oral discussion) contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on assumptions made by management, considering its experience in the industries where Valmont operates, perceptions of historical trends, current conditions, expected future develo ...

Core Insights - Inseego Corp. has introduced the FX4210 5G router, which aims to provide a balance between high-performance connectivity and ease of use for enterprise wireless networks [1][3] - The FX4210 is now part of Verizon Business's 5G Business Internet FWA portfolio, targeting various sectors including small and medium-sized businesses, public sector, and first responders [1][2] Product Features - The FX4210 router offers high-speed, reliable 5G connectivity without requiring on-site IT resources, making it suitable for locations such as retail, restaurants, and government offices [2] - Key capabilities include zero-touch setup, enterprise-grade security, and the Inseego Connect software for cloud-based network management, which allows for remote access and device monitoring [4][6] - The device supports Wi-Fi 7 with WPA3 security, allowing up to 256 simultaneous connections, and includes a removable battery backup for enhanced power resilience [6] Availability and Market Position - The Inseego FX4210 and the X700 mesh node are currently available through Verizon Business [5] - Inseego's CEO highlighted the FX4210 as a catalyst for growth in the business FWA market, indicating a strong belief in its potential to drive market expansion [3]

Core Insights - Bank of America (BAC) experienced a significant decline of 7.04% last week, attributed to a sell-off in the financial sector, particularly in commercial real estate [1] - In contrast, Verizon (VZ), Johnson & Johnson (JNJ), and Chevron (CVX) saw positive performance due to dividend hikes, with Verizon leading with a 5.83% weekly return [1] - The overall market sentiment indicates a rotation towards safer blue-chip stocks as investors react to earnings reports and shifting interest rate expectations [1] Company Summaries Bank of America (BAC) - Bank of America fell 7.04% for the week, reversing gains from a strong Q3 earnings report [1] - The bank returned $7.4 billion to shareholders in Q3, but the broader financial sector faced challenges due to concerns over AI disruption and sector rotation dynamics [1] Johnson & Johnson (JNJ) - Johnson & Johnson raised its quarterly dividend to $1.30 per share, a 4.8% increase from $1.24, extending its dividend growth streak to 63 consecutive years [1] - The stock is up nearly 18% year-to-date, making it the 6th best performer in the Dow Jones Industrial Average [1] Verizon (VZ) - Verizon announced a quarterly dividend of $0.7075 and a $25 billion share buyback program, raising its annualized payout to $2.83, which supports a 5.8% yield [1] - The company is expected to grow adjusted earnings from $4.71 in 2025 to $4.91 in 2026, contributing to its stock's 22% increase year-to-date [1] Chevron (CVX) - Chevron increased its quarterly dividend by 4% to $1.78 per share, with the dividend payable on March 10, 2026 [1] - The company reported record production levels and $12.1 billion in buybacks during 2025, demonstrating its commitment to capital returns despite oil price volatility [1]

Core Viewpoint - Rogers Communications Inc. has shown improved financial performance, leading to an increased price target and maintained Buy rating from Canaccord, reflecting confidence in its earnings and cash flow outlook [1][3]. Financial Performance - The fourth-quarter results of Rogers Communications exceeded forecasts, driven by strong performance in the Media segment, particularly from sports assets and new content channels [3]. - Better-than-expected EBITDA and free cash flow were reported, with management's 2026 guidance indicating service revenue and free cash flow projections surpassing analyst expectations [3]. - Capital expenditure plans were slightly reduced, suggesting stronger medium-term cash generation and balance sheet improvement [3]. Market Position and Strategy - Despite flat wireless service revenue and pressure on ARPU, there are signs of stabilization in churn and a potential moderation in competitive intensity [3]. - The Cable segment continues to provide a stable earnings foundation, while the Media segment has emerged as a significant growth lever when programming performance is favorable [3]. - A sum-of-the-parts valuation approach indicates attractive upside potential, supporting a positive investment stance [3]. Company Overview - Founded in 1960 and headquartered in Toronto, Rogers Communications operates in wireless services, cable television, telephony, internet, and professional sports, positioning itself to generate resilient cash flows [4].