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Gilat Reports First Quarter 2025 Results
GlobeNewswire News Room· 2025-05-19 11:21
Revenues Increased 21% Year-over-Year with Adjusted EBITDA of $7.6 Million Reiterates Guidance for 2025 PETAH TIKVA, Israel, May 19, 2025 (GLOBE NEWSWIRE) -- Gilat Satellite Networks Ltd. (NASDAQ: GILT, TASE: GILT), a worldwide leader in satellite networking technology, solutions and services, today reported its results for the first quarter, ended March 31, 2025. First Quarter 2025 Financial Highlights Revenues of $92million, up 21% compared with $76.1million in Q12024;GAAP operating loss of $2.7 million,c ...
思科-人工智能订单增长及稳健的核心订单趋势提升 2026 财年展望
2025-05-18 14:09
ab 15 May 2025 Global Research Cisco Systems Inc. AI order growth & solid core order trends boost F26 outlook FQ3 Summary Cisco reported a modest top and bottom-line beat in FQ3 as stronger Networking growth drove the revenue beat while margin and EPS benefited from a more favorable tariff environment than in the guide and a lower tax rate. The FQ4 guide was also modestly better than expected, but the highlight in the quarter was the over $600M of AI orders in FQ3 that drove total AI orders in F25 over the ...
Cisco Systems: Recent Quarter The Start Of A New Age For This Networking Giant?
Seeking Alpha· 2025-05-17 12:30
Core Viewpoint - Cisco Systems' stock performance has been disappointing for many shareholders until a recent increase in share price over the past year [1] Group 1: Company Performance - Cisco's share price has shown significant improvement recently, indicating a potential turnaround for investors [1] Group 2: Investment Perspective - The article emphasizes the importance of quality dividend-paying stocks for long-term investment strategies, particularly for retirement income [1]
3 Intriguing Tech Stocks to Watch After Earnings: CRWV, CSCO, CYBR
ZACKS· 2025-05-16 23:56
Group 1: CoreWeave (CRWV) - CoreWeave reported a net loss of $149.6 million or -$1.49 per share, but Q1 sales surged 420% year-over-year to $981.6 million, indicating strong future earnings potential [2] - Nvidia disclosed a major stake in CoreWeave, owning 24.18 million shares, and has secured a $4.1 billion deal with OpenAI, with other notable customers including Microsoft and Meta Platforms [3] - CoreWeave's stock spiked over 35% this week and has increased over 100% since its IPO, reaching an all-time high of $84 per share [4] Group 2: Cisco Systems (CSCO) - Cisco Systems exceeded both top and bottom-line expectations for its fiscal third quarter, with Q3 sales rising 11% to $14.15 billion compared to $12.7 billion a year ago [5][6] - The company's Security segment revenue climbed 54% to $2.01 billion, and it reported over $600 million in AI infrastructure orders during the quarter [6] - Cisco has announced collaboration with the AI Infrastructure Partnership (AIP) to invest in scalable AI data centers alongside Microsoft, BlackRock, and Nvidia [7] Group 3: CyberArk Software (CYBR) - CyberArk reported Q1 sales of $317.6 million, a 43% increase year-over-year, exceeding estimates of $305.66 million, with EPS rising 30% to $0.98 from $0.75 a share [11] - The company has integrated artificial intelligence into its identity security solutions, enhancing threat detection and response capabilities [10] - CyberArk's stock is trading over $350 a share and has increased 35% in 2025, with an impressive average earnings surprise of 44.33% over the last four quarterly reports [11][12] Group 4: Market Sentiment - The quarterly reports of CoreWeave, Cisco Systems, and CyberArk have generated positive investor sentiment, suggesting potential for further stock price increases as the market sentiment turns bullish and AI continues to drive growth [13]
Cisco Stock Eyes New Highs in 2025 on AI, Earnings, Upgrades
MarketBeat· 2025-05-16 12:02
Core Viewpoint - Cisco Systems' stock price is expected to reach new highs in 2025 and continue to trend higher into 2026, driven by strong performance in Q3, positive guidance for Q4, and the impact of AI on business strength [1][4]. Financial Performance - Cisco reported Q3 net revenue of $14.15 billion, reflecting an 11.4% year-over-year increase and exceeding MarketBeat's consensus by 65 basis points [5]. - Product sales increased by 15%, while services saw a 3% rise, with all end markets showing growth, particularly a 54% increase in Security [6]. - Adjusted earnings were $0.96, approximately 200 basis points above consensus, indicating a 9% gain for investors [7]. Guidance and Analyst Sentiment - The guidance for Q4 and FY has been raised, with analysts' consensus at or below the lower end of the new targets [8]. - Analysts have increased their price targets for Cisco, with many projecting a range of $70-$75, representing a potential 15% upside [3][10]. Market Trends and Institutional Support - Institutional trends are favorable, with nearly 75% of the stock owned by institutions, providing a solid support base unlikely to sell [10]. - The stock price surged over 5% following the release of Q3 results, indicating positive market sentiment [11]. Dividend and Share Repurchase - Cisco maintains a dividend yield of 2.55% with an annual dividend of $1.64, supported by a solid cash flow and free cash flow [7]. - The company has $15 billion remaining under its share repurchase authorization, expected to last for about 10 quarters at the current pace [9].
Hello Group to Report First Quarter 2025 Results on June 5, 2025
Prnewswire· 2025-05-16 10:30
Group 1 - Hello Group Inc. will release its unaudited financial results for Q1 2025 on June 5, 2025, before U.S. markets open [1] - An earnings conference call will be held on June 5, 2025, at 8:00 a.m. U.S. Eastern Time [1] - Participants can preregister for the conference call through a provided link and will receive dial-in details upon registration [2] Group 2 - A telephone replay of the conference call will be available until June 12, 2025, with specific dial-in details for different regions [3] - Hello Group Inc. is a leading player in Asia's online social networking space, operating applications like Momo and Tantan [4] - Momo facilitates social interactions based on location and interests, while Tantan focuses on romantic connections [4]
Cisco Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise
ZACKS· 2025-05-15 18:36
Cisco Systems (CSCO) reported third-quarter fiscal 2025 non-GAAP earnings of 96 cents per share, beating the Zacks Consensus Estimate by 5.49%. The figure increased 9.1% year over year.Revenues of $14.15 billion surpassed the Zacks Consensus Estimate by 0.65%. The top line increased 11.4% year over year.Cisco shares were up 4.13% in pre-market trading. In the year-to-date period, CSCO shares have gained 3.6%, outperforming the Zacks Computer & Technology sector’s 2.4% decline.CSCO’s Top-Line DetailsRevenues ...
ETFs to Gain as Cisco Beats on Q3 Earnings, Lifts 2025 Outlook
ZACKS· 2025-05-15 16:31
Tech prime Cisco Systems (CSCO) reported robust third-quarter fiscal 2025 results, beating both earnings and revenue estimates. It lifted its outlook for the fiscal year, fueled by continued demand for the company’s technologies.CSCO shares jumped about 2% in after-market hours. Smooth trading is expected to continue in the ETF world as well, thereby making ETFs with the largest allocation to this networking giant compelling. The ETFs include iShares U.S. Telecommunications ETF (IYZ) , First Trust Nasdaq Cy ...
5 Technology Stocks Powering S&P 500 ETF
ZACKS· 2025-05-15 15:31
Market Overview - The S&P 500 returned to positive territory in 2025, erasing all its losses, primarily driven by technology stocks, marking the fastest recovery since 1982 [1] - The market's recovery followed a significant drop due to President Trump's tariff plans, with the S&P 500 recovering a 15% year-to-date loss in less than six weeks [1] Economic Factors - A 90-day U.S.-China trade truce and strong earnings from tech giants have renewed market optimism [2] - April inflation data showed a decrease to 2.3% year-over-year, the lowest since February 2021, supporting the case for easing by the Federal Reserve [5] - The U.S. labor market added 177,000 jobs in April, with the unemployment rate steady at 4.2%, indicating economic resilience [6] SPDR S&P 500 ETF Trust (SPY) Insights - SPY holds 503 stocks, with no single stock exceeding 6.7% of its assets, ensuring a balanced portfolio [7] - The ETF has an AUM of $576.1 billion and charges 9 basis points in fees per year, with an average daily trading volume of 66 million shares [8] Leading Technology Stocks - Microchip Technology Inc. (MCHP) saw a stock increase of nearly 60% in a month, with a Zacks Rank of 3 [9] - Seagate Technology (STX) experienced a 44% stock jump, with a solid earnings estimate revision of 30 cents for the fiscal year ending June 2025, and a growth rate of 510% [10] - Palantir Technologies Inc. (PLTR) rose about 40% in a month, with an estimated growth of 43.9% and a Zacks Rank of 3 [11] - Micron Technology (MU) increased over 37% in a month, with an estimated earnings growth of 433.1% and a Zacks Rank of 3 [12] - Arista Networks Inc. (ANET) gained about 37% in a month, with an estimated growth rate of 12.78% and a Zacks Rank of 2 [13] Market Outlook - Wall Street strategists are becoming increasingly bullish on the S&P 500, with Goldman Sachs raising its year-end target to 6,100 and Yardeni Research lifting its forecast to 6,500, indicating an additional 11% potential gain [4]
RADCOM Q1 Earnings & Revenues Beat Estimates, '25 Top-Line View Raised
ZACKS· 2025-05-15 14:01
Core Viewpoint - RADCOM Ltd. (RDCM) reported strong first-quarter 2025 results, with non-GAAP EPS of 25 cents, exceeding estimates by 13.6%, and revenues of $16.6 million, a 17.5% year-over-year increase [1][2] Financial Performance - Non-GAAP net income for the quarter was $4.1 million, up from $2.8 million year-over-year [2] - Non-GAAP operating income increased to $3.1 million from $1.7 million in the same period last year [3] - Non-GAAP operating expenses rose to $9.5 million from $8.8 million [3] Cash Flow and Liquidity - As of March 31, 2025, RDCM had $99.1 million in cash and equivalents, marking the highest cash balance in the company's history [4] - The company reported a cash flow of $4.4 million for the quarter, remaining completely debt-free [4] Revenue Guidance - For full-year 2025, RDCM expects revenue growth between 15% and 18%, with a midpoint of $71 million, indicating a 13.5% increase from 2024 [5] Recent Developments - RADCOM renewed and expanded a multi-year, eight-figure contract with a tier-one North American customer, reflecting strong confidence in its solutions [6] - The company partnered with Nvidia and ServiceNow to enhance customer insights and automation [6][7] - RADCOM became the first assurance vendor integrated into ServiceNow's AI Agent Fabric, supporting advanced AI workflows [7] Industry Performance - RDCM shares have surged 43.3% over the past year, outperforming the Zacks Computer – Networking industry's growth of 22.9% [8]