分组1 - Coursera reported quarterly earnings of $0.06 per share, matching the Zacks Consensus Estimate, but down from $0.08 per share a year ago, resulting in an earnings surprise of -5.21% [1] - The company posted revenues of $196.9 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 2.67% and up from $179.18 million year-over-year [2] - Coursera has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has underperformed, losing about 17.5% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.11 on revenues of $190.9 million, and for the current fiscal year, it is $0.47 on revenues of $798.29 million [7] - The Zacks Industry Rank indicates that the Technology Services sector is in the bottom 39% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

分组1 - Gen Digital reported quarterly earnings of $0.64 per share, exceeding the Zacks Consensus Estimate of $0.63 per share, and up from $0.56 per share a year ago, representing an earnings surprise of +1.19% [1] - The company achieved revenues of $1.24 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.07%, and an increase from $986 million year-over-year [2] - Gen Digital has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed, losing about 15.7% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.66 on revenues of $1.24 billion, and for the current fiscal year, it is $2.54 on revenues of $4.94 billion [7] - The Zacks Industry Rank places Technology Services in the bottom 39% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Core Viewpoint - LiveRamp (RAMP) reported quarterly earnings of $0.76 per share, exceeding the Zacks Consensus Estimate of $0.69 per share, and showing an increase from $0.55 per share a year ago, indicating a positive earnings surprise of +10.95% [1] Financial Performance - The company achieved revenues of $212.2 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.70% and up from $195.41 million year-over-year [2] - Over the last four quarters, LiveRamp has exceeded consensus EPS estimates three times and topped revenue estimates four times [2] Stock Performance - LiveRamp shares have declined approximately 22.3% since the beginning of the year, contrasting with the S&P 500's gain of 0.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.55 on revenues of $205 million, while for the current fiscal year, the estimate is $2.22 on revenues of $810.38 million [7] - The trend of earnings estimate revisions is mixed ahead of the earnings release, which may influence future stock performance [6] Industry Context - The Technology Services industry, to which LiveRamp belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of LiveRamp may be affected by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Kyndryl Holdings, Inc. (KD) shares rallied 5.3% in the last trading session to close at $23.38. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 16.9% loss over the past four weeks.The stock is benefiting from improving investor sentiment around its turnaround progress, renewed buying interest ahead of earnings, and broader optimism toward IT infrastructure and services names.This company is expected to post q ...

Core Insights - ICF has achieved Cybersecurity Maturity Model Certification (CMMC) Level 2, demonstrating its commitment to federal cybersecurity standards [1][2][3] Group 1: Certification and Compliance - The CMMC Level 2 certification indicates ICF's adoption of cybersecurity practices that protect controlled unclassified information across its operations [2] - This certification allows ICF to assist federal clients in mitigating delays in obtaining Authorizations to Operate (ATO), facilitating quicker program launches and reducing implementation risks [2][3] Group 2: Company Commitment and Strategy - ICF's Chief Technology Officer, Kyle Tuberson, emphasized that securing CMMC Level 2 certification is a significant milestone that reflects the company's dedication to high cybersecurity standards to meet defense contract requirements [4] - The company focuses on providing advanced data modernization solutions to safeguard federal systems against evolving cyber threats [4] Group 3: Company Overview - ICF is a leading global solutions and technology provider with approximately 9,000 employees, combining industry expertise with advanced analytics to address complex challenges [5] - Since its establishment in 1969, ICF has collaborated with public and private sector clients to navigate change and shape the future [5]

Core Insights - Genpact reported net revenues of $5.080 billion for the full year 2025, reflecting a year-over-year increase of 6.6% and 6.4% on a constant currency basis [1] - The company experienced significant growth in Advanced Technology Solutions, with net revenues rising 17.0% year-over-year to $1.204 billion [1] - Diluted EPS for 2025 was $3.13, an increase of 9.8%, while adjusted diluted EPS rose 11.3% to $3.65 [1] Financial Highlights - Full Year 2025 - Digital Operations net revenues reached $2.638 billion, up 4.1% year-over-year, accounting for 52% of total net revenues [1] - Data-Tech-AI net revenues were $2.442 billion, up 9.3% year-over-year, representing 48% of total net revenues [1] - Core Business Services net revenues totaled $3.876 billion, up 3.7% year-over-year, making up 76% of total net revenues [1] - Advanced Technology Solutions contributed 24% to total net revenues with $1.204 billion [1] Financial Highlights - Fourth Quarter 2025 - Net revenues for Q4 2025 were $1.319 billion, a 5.6% increase year-over-year [1] - Digital Operations net revenues were $681 million, up 4.0% year-over-year, representing 52% of total net revenues [1] - Data-Tech-AI net revenues for Q4 were $639 million, up 7.4% year-over-year, accounting for 48% of total net revenues [1] - Core Business Services net revenues were $996 million, up 2.9% year-over-year, representing 76% of total net revenues [1] - Advanced Technology Solutions net revenues were $323 million, up 15.0% year-over-year, contributing 24% to total net revenues [1] Capital Allocation - The Board of Directors declared a quarterly cash dividend of $0.1875 per common share for Q1 2026, marking a 10% increase from the previous year [1] - The planned annual dividend for 2026 is $0.75 per common share, up from $0.68 in 2025 [1] Outlook - For the full year 2026, Genpact anticipates net revenue growth of at least 7% on an as-reported basis or 6.8% on a constant currency basis [1] - Growth is expected to continue in Core Business Services, while Advanced Technology Solutions is projected to grow at least in the high teens [1] - For Q1 2026, net revenues are expected to be between $1.282 billion and $1.294 billion, reflecting year-over-year growth of approximately 5.5% to 6.5% [1]

Core Insights - Chegg, Inc. (CHGG) is set to report its fourth-quarter 2025 results on February 9, with expectations of significant declines in both revenue and earnings per share compared to the previous year [1][3]. Financial Performance - In the last reported quarter, Chegg's adjusted earnings per share (EPS) exceeded the Zacks Consensus Estimate by 100%, while net revenues surpassed the estimate by 1.8%. However, year-over-year, the top line fell by 43% [1]. - The Zacks Consensus Estimate for the upcoming fourth-quarter adjusted loss per share is unchanged at 11 cents, reflecting a 164.7% decline from the adjusted EPS of 17 cents reported in the same quarter last year [3]. - The estimated net revenues for the fourth quarter are projected at $71.3 million, indicating a 50.3% decrease from $143.5 million reported in the year-ago quarter [3]. Revenue Breakdown - The decline in revenue is attributed to reduced contributions from Subscription Services, which accounted for 88.9% of third-quarter 2025 net revenues, and Skills and Other segments, which contributed 11.1% [4]. - For the upcoming quarter, revenues from Subscription Services are estimated at $64 million, down from $129 million, while revenues from Skills and Other are expected to be $7.47 million, down from $14.94 million [6]. Subscriber Metrics - Chegg anticipates a significant drop in its subscriber base, with estimates pegged at 1,855, representing a 48.5% year-over-year decline from 3,600 [6]. Margin Expectations - The company's gross margin is expected to range between 57% and 58%, a decrease from 68% reported in the previous year [8]. - Adjusted EBITDA is anticipated to be between $10 million and $11 million, significantly down from $36.6 million reported in the year-ago quarter [8]. Strategic Focus - Chegg is focusing on AI integration and transitioning towards advanced professional upskilling, although it faces challenges from declining subscriber numbers and competition from AI tools [8]. - The company is undergoing restructuring, which is likely to incur additional expenses, further impacting the bottom line despite efforts to control costs [7][8].

分组1 - ScanSource reported quarterly earnings of $0.8 per share, missing the Zacks Consensus Estimate of $1 per share, and down from $0.85 per share a year ago, representing an earnings surprise of -20.00% [1] - The company posted revenues of $766.51 million for the quarter, missing the Zacks Consensus Estimate by 3.66%, compared to $747.5 million in the same quarter last year [2] - Over the last four quarters, ScanSource has surpassed consensus EPS estimates three times, but has only topped revenue estimates once [2] 分组2 - The stock has gained approximately 13.5% since the beginning of the year, outperforming the S&P 500, which gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.91 on revenues of $766.3 million, and for the current fiscal year, it is $4.13 on revenues of $3.16 billion [7] - The Zacks Industry Rank indicates that the Technology Services sector is currently in the bottom 39% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

分组1 - Byrna Technologies Inc. reported quarterly earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of $0.13 per share, but down from $0.17 per share a year ago, representing an earnings surprise of +7.69% [1] - The company achieved revenues of $35.25 million for the quarter ended November 2025, surpassing the Zacks Consensus Estimate by 0.42% and increasing from $27.98 million year-over-year [2] - Byrna Technologies has surpassed consensus EPS estimates four times over the last four quarters and topped consensus revenue estimates three times during the same period [2] 分组2 - The stock has underperformed, losing about 27.2% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.07 on $30 million in revenues, and for the current fiscal year, it is $0.52 on $139.03 million in revenues [7] - The Zacks Industry Rank indicates that the Technology Services sector is currently in the bottom 39% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Core Insights - IBM has been awarded a contract by the Missile Defense Agency for the SHIELD program, with a ceiling value of $151 billion, aimed at enhancing defense capabilities through innovative technology delivery [1][2]. Company Overview - IBM has a long-standing history of supporting the U.S. federal government, focusing on technology that improves mission outcomes while ensuring security [2]. - The company is leveraging its expertise in AI and advanced technology to enhance efficiency, productivity, and decision-making in defense operations [2][3]. - IBM's commitment to trust, transparency, and inclusivity underpins its service offerings, which include hybrid cloud solutions and AI innovations [3]. Contract Details - The SHIELD program contract is an indefinite-delivery/indefinite-quantity (IDIQ) agreement, allowing for rapid delivery of capabilities to the warfighter [1]. - The contract encompasses a wide range of work areas, emphasizing speed and agility in delivering innovative solutions [1]. Strategic Importance - IBM aims to equip the warfighter with advanced capabilities to respond effectively in complex threat environments, highlighting the importance of agility and confidence in defense operations [3]. - The partnership with the Missile Defense Agency is positioned as a critical step in accelerating the deployment of modern defense capabilities [3].