Core Points - A class action lawsuit has been filed against CoreWeave, Inc. and certain senior executives for securities fraud following significant stock drops due to potential violations of federal securities laws [1][3] - Investors are encouraged to seek additional information regarding the lawsuit and their legal options [2][9] Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure [4] - The company relies on partnerships, including a merger agreement with Core Scientific announced on July 7, 2025 [4] Allegations and Stock Performance - CoreWeave allegedly overstated its ability to meet customer demand and concealed significant construction delays at its data centers [5] - The stock price dropped significantly after key announcements: - On October 30, 2025, the stock fell by $8.87 (over 6%) from $139.93 to $131.06 after the merger with Core Scientific was terminated [6] - On November 10, 2025, the stock dropped by $17.22 (over 16%) from $105.61 to $88.39 following lowered guidance due to construction delays [7] - On December 15, 2025, the stock decreased by $2.85 (over 3%) from $72.35 to $69.50 after reports of further delays in a major data center project [8]

Amazon.com, Inc. (NASDAQ:AMZN) ranks among billionaire David Tepper’s 10 favorite stocks. Benchmark reduced its price target for Amazon.com, Inc. (NASDAQ:AMZN) to $275 from $295 on February 6, but maintained a Buy rating on the tech giant. The drop follows Amazon’s recent earnings report, which included plans to invest $200 billion in capital expenditure this year, which is roughly $40 billion more than the market anticipated. christian-wiediger-rymh7EZPqRs-unsplash Despite a subdued overall reaction to ...

Core Insights - Amazon's cloud unit, Amazon Web Services (AWS), has experienced at least two outages due to errors related to its own AI tools, as reported by the Financial Times [1] Company Impact - The outages could potentially affect AWS's reputation and reliability in the cloud services market, which is critical for maintaining customer trust and competitive advantage [1] Industry Context - The incidents highlight the challenges and risks associated with integrating AI tools into cloud services, emphasizing the need for robust testing and quality assurance processes in the rapidly evolving tech landscape [1]

Tennenbaum said the company’s revenue outperformance versus guidance was driven “primarily by retention improvements across our self-serve SKUs.” Total ARR ended the quarter at $2.526 billion, down 190 basis points year-over-year. Excluding FormSwift, ARR was down 30 basis points year-over-year, with FormSwift representing a 160 basis point headwind to ARR.Chief Financial Officer Ross Tennenbaum, who joined Dropbox in December and delivered his first earnings call in the role, reported fourth-quarter revenu ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 reached $1.095 billion, representing a 7% year-over-year increase as reported and a 6% increase in constant currency [5][16] - Non-GAAP operating margin was 29%, and non-GAAP earnings per share (EPS) was $1.84, up 11% year-over-year as reported and in constant currency [5][16] - Non-GAAP net income for Q4 was $270 million, with a non-GAAP EPS of $1.84, reflecting an 11% year-over-year increase [18] Business Line Data and Key Metrics Changes - Cloud Infrastructure Services (CIS) revenue was $94 million, up 45% year-over-year as reported and 44% in constant currency, marking an acceleration from 39% growth in Q3 [5][16] - Security revenue totaled $592 million, up 11% year-over-year as reported and 9% in constant currency, with API Security and Zero Trust enterprise security revenue growing by 36% year-over-year [10][17] - Delivery revenue was $311 million, down 2% year-over-year as reported and down 3% in constant currency, indicating steady trends in the delivery business [18] Market Data and Key Metrics Changes - International revenue was $542 million, up 11% year-over-year or 8% in constant currency, representing 50% of total revenue in Q4 [18] - The company experienced a negative impact of $5 million from foreign exchange fluctuations on a sequential basis, but a positive impact of $12 million year-over-year [18] Company Strategy and Development Direction - The company is focusing on AI-related infrastructure, launching Akamai Inference Cloud to support AI applications, and has signed a four-year, $200 million commitment with a major U.S. tech company [6][7][21] - Investments of approximately $250 million in CapEx are planned to augment the AI inference cloud [21] - The company aims to report CIS as a standalone revenue category starting Q1 2026, reflecting its significance as a growth engine [24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the rapid growth of CIS, driven by AI-related demand and strong customer interest [9][10] - The company anticipates continued strong demand for security solutions, particularly API Security, which has seen over 100% year-over-year growth [10][17] - Management acknowledged inflationary pressures in the computer hardware market, particularly in memory chip prices, affecting CapEx forecasts [21][30] Other Important Information - The company was recognized as a Customers' Choice for network security micro-segmentation in the Gartner Peer Insights Report for 2026, with a 99% recommendation rate [10] - Akamai was named in Forbes' list of America's Most Trusted Companies and The Wall Street Journal's list of America's Best Managed Companies for 2026 [14][15] Q&A Session Summary Question: Can you discuss the increase in CapEx and its translation into revenue? - Management indicated that $1 of CapEx for $1 of revenue may not hold true due to inflation in memory chips, but it remains a decent model [32][33] Question: What is the pipeline for Akamai Inference Cloud? - The pipeline is strong, with significant interest in AI applications, and the initial offering has already sold out [35][36] Question: Can you provide details on the major U.S. tech customer contract? - This was an existing customer who increased their spend significantly, transitioning from CDN and security services to CIS [40] Question: How are larger CIS deals progressing? - Management noted that larger workloads are ramping up, with the $200 million deal expected to start recognizing revenue in Q4 2026 [58][81] Question: What is the outlook for delivery growth this year? - The company expects mid-single-digit growth in delivery, with longer commitments from customers becoming more prevalent [74][75]

Financial Data and Key Metrics Changes - Akamai reported Q4 2025 revenue of $1.095 billion, representing a 7% year-over-year increase as reported and a 6% increase in constant currency [4][15] - Non-GAAP operating margin was 29%, and non-GAAP earnings per share (EPS) was $1.84, up 11% year-over-year as reported and in constant currency [4][15] - Non-GAAP net income for Q4 was $270 million, with a cash gross margin of approximately 71%-72% expected for Q1 2026 [17][24] Business Line Data and Key Metrics Changes - Cloud Infrastructure Services (CIS) revenue was $94 million, up 45% year-over-year as reported and 44% in constant currency, now representing approximately 50% of total compute revenue [4][15] - Security revenue reached $592 million, up 11% year-over-year as reported and 9% in constant currency, with API security and zero trust enterprise security combined revenue at $90 million, an increase of 36% year-over-year [16][10] - Delivery revenue was $311 million, down 2% year-over-year as reported and down 3% in constant currency, indicating steady trends in the delivery business [17] Market Data and Key Metrics Changes - International revenue was $542 million, up 11% year-over-year or 8% in constant currency, representing 50% of total revenue in Q4 [17] - The company experienced a negative impact of $5 million from foreign exchange fluctuations on a sequential basis, but a positive impact of $12 million year-over-year [17] Company Strategy and Development Direction - Akamai is focusing on its transformation into a cybersecurity and cloud company, with significant investments in AI and cloud infrastructure [14] - The launch of Akamai Inference Cloud aims to support the growing demand for AI applications, with a commitment of $200 million from a major US tech company [6][19] - The company plans to invest approximately $250 million in CapEx to augment its AI inference cloud [19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the AI market entering a critical transition point, with Akamai positioned to benefit from AI-related tailwinds [6] - The company anticipates continued strong demand for its cloud infrastructure services, projecting revenue growth to accelerate further in 2026 [9][25] - Management noted inflationary pressures in the computer hardware market, particularly in memory chip prices, which may impact future CapEx [19][27] Other Important Information - Akamai was recognized as a customer's choice for network security micro-segmentation in the Gartner Peer Insights Report for 2026, earning a 99% recommendation rate [10][13] - The company took a $55 million restructuring charge in Q4, primarily for severance costs and impairments of certain intangible assets [20][82] Q&A Session Summary Question: Can you discuss the increase in CapEx and its translation into revenue? - Management indicated that the increase in CapEx is influenced by inflation in memory chips, and while $1 of CapEx for $1 of revenue may not hold true, it remains a decent estimate [29][30] Question: What is the pipeline for Akamai Inference Cloud? - The pipeline is strong, with significant interest from various sectors, and the initial offering has already sold out [32][35] Question: How did the major U.S. tech customer deal come together? - The deal was with an existing customer who increased their spend significantly, transitioning from CDN and security services to cloud infrastructure [37][38] Question: What are the revenue commitments from customers today? - There is an increase in longer commitments across services, with the delivery growth expected to remain stable at mid-single digits [71][73] Question: How are major events expected to impact revenue? - Events like the Winter Olympics and FIFA World Cup are not expected to have a significant impact on overall revenue, but they are beneficial [50][52]

Financial Results & Investor Presentation Q4 2025 Safe Harbor Statement This presentation contains forward-looking statements. These statements may relate to, but are not limited to, plans for growth, technological capabilities and new features and products and the long-term financial targets of Dropbox, Inc. ("Dropbox," "we," "us," or similar terms), as well as assumptions relating to the foregoing. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predic ...

Core Insights - Amazon.com, Inc. (AMZN) is recognized as a leading consumer marketplace and cloud provider in the current market landscape [1] Group 1 - The focus is on uncovering high-yield investment opportunities for individual investors [1] - The goal is to simplify complex concepts into actionable insights to enhance investment returns [1]

Akamai Technologies forecast 2026 revenue above Wall Street estimates on Thursday, signaling confidence that growth in its cloud infrastructure services will continue to accelerate. ...

Core Insights - Akamai Technologies reported strong financial performance for Q4 and full-year 2025, with notable revenue growth in key product areas, particularly in Cloud Infrastructure Services and security solutions [4][5][6]. Financial Performance - Q4 2025 revenue reached $1.095 billion, a 7% increase from Q4 2024, and a 6% increase when adjusted for foreign exchange [5][6]. - Full-year 2025 revenue totaled $4.208 billion, up 5% year-over-year, and adjusted for foreign exchange [5][6]. - Cloud Infrastructure Services revenue for Q4 was $94 million, reflecting a 45% year-over-year increase, and $314 million for the full year, up 36% [5][6]. - Security revenue for Q4 was $592 million, an 11% increase year-over-year, and $2.243 billion for the full year, up 10% [6][10]. Profitability Metrics - GAAP net income for Q4 was $85 million, a 39% decrease from Q4 2024, while full-year GAAP net income was $452 million, down 10% year-over-year [10][11]. - Non-GAAP net income for Q4 was $270 million, up 6% year-over-year, and $1.046 billion for the full year, a 5% increase [11][12]. - GAAP net income per diluted share for Q4 was $0.58, down 36% from the previous year, while for the full year it was $3.07, down 6% [12][10]. Operational Efficiency - GAAP income from operations for Q4 was $95 million, a 36% decrease from Q4 2024, while full-year GAAP income from operations was $567 million, a 6% increase [8][9]. - Non-GAAP income from operations for Q4 was $316 million, a 6% increase year-over-year, and $1.254 billion for the full year, up 7% [9][8]. Cash Flow and Capital Management - Cash from operations for Q4 was $367 million, representing 33% of revenue, and for the full year, it was $1.519 billion, or 36% of revenue [13][24]. - The company did not repurchase shares in Q4 2025 but spent $800 million to repurchase 10 million shares throughout the year [14]. Geographic Revenue Breakdown - U.S. revenue for Q4 was $553 million, up 4% year-over-year, and $2.139 billion for the full year, up 3% [15][27]. - International revenue for Q4 was $542 million, up 11% year-over-year, and $2.069 billion for the full year, up 8% [15][27]. Future Guidance - For Q1 2026, Akamai expects revenue between $1.060 billion and $1.085 billion, with a non-GAAP operating margin of 26% to 27% [16]. - For the full year 2026, revenue guidance is set between $4.400 billion and $4.550 billion, with a non-GAAP net income per diluted share expected to be between $6.20 and $7.20 [16].