Financial Results Announcement - Tucows Inc. will report its financial results for the first quarter ended March 31, 2025, on May 8, 2025, at 5:05 p.m. ET [1] - A pre-recorded audio commentary and transcript discussing the quarter and outlook will be available on the Tucows website concurrently with the financial results release [2] Shareholder Engagement - Following the management's commentary, shareholders, analysts, and prospective investors can submit questions until May 15, 2025 [3] - Responses to submitted questions will be posted in an audio recording and transcript on the company's website on May 27, 2025, at approximately 5 p.m. ET [3] Company Overview - Tucows connects people to internet access through various services including communications technology, domain services, and fiber-optic internet infrastructure [4] - The company operates Ting, which provides fixed fiber Internet access, and Wavelo, a telecommunications software suite for service providers [4] - Tucows Domains manages approximately 25 million domain names and offers services through a global reseller network of over 35,000 web hosts and ISPs [4]

Core Viewpoint - The article discusses the potential of dividend growth stocks as a strategy for long-term investors amidst market chaos in 2025, highlighting three specific stocks as attractive buying opportunities. Group 1: American Express - American Express is well-positioned to withstand economic downturns due to its focus on wealthier customers and a low net write-off rate of 2.1% in Q1 2025, which is the lowest in the industry [4][3]. - Over half of American Express's revenue comes from credit card swipe fees, and 14% comes from annual fees, providing diverse revenue streams that can support the company during recessions [5]. - The stock is currently priced around $252 with a dividend yield of 1.16%, and the company has increased its dividend by 17% earlier this year, making it a strong candidate for long-term investment [6]. Group 2: Alphabet - Alphabet, the parent company of Google, has recently started paying dividends with a current yield of 0.52% at a share price of around $152, which is considered cheap given its growth potential in AI and cloud computing [7]. - Google Search revenue grew by 12.5% year-over-year to $54 billion, and its cloud division saw a 30% year-over-year revenue increase, indicating strong performance despite competition [8]. - Alphabet's annual dividend per share is $0.80, significantly lower than its free cash flow per share of $5.74, suggesting ample capacity for future dividend growth [9]. Group 3: Ally Financial - Ally Financial is currently trading at $31.60 with a high dividend yield of 3.8%, making it an attractive option for investors seeking strong and growing dividend income [11]. - The company, which operates as a digital bank focusing on automotive loans, faced challenges due to rising interest rates but is now seeing an expansion in its net interest margin (NIM), which increased to 3.31% from 3.16% year-over-year [12][13]. - Ally has the potential to grow its dividend per share again after being stagnant at $0.30 for the last 10 quarters, making it a compelling dividend growth stock [14].

Core Points - The European Commission fined Apple €500 million (approximately $566 million) and Meta €200 million (approximately $226 million) for violating the Digital Markets Act (DMA) [1][2] - Apple was found to have breached the DMA's anti-steering obligation by restricting app developers from informing consumers about offers outside of its App Store [1][2] - Meta's "Consent or Pay" model, which required EU users to consent to personalized ads or pay for an ad-free service, was deemed non-compliant with the DMA [3][5] Company Responses - Apple criticized the European Commission's actions as unfairly targeting the company and detrimental to user privacy and security [2] - Meta argued that the commission's decision imposes a multibillion-dollar tariff on the company and negatively impacts European businesses and economies [5] - Meta also claimed that the commission is applying different standards to American companies compared to Chinese and European firms [4] Regulatory Context - These fines represent the first penalties imposed under the DMA, indicating a significant enforcement action by the European Commission [5] - The commission has indicated that other companies, such as Google and X, may also face similar fines in the future [6]

Sundar Pichai, CEO of Google and Alphabet Inc., speaks at the inaugural 2024 Business, Government, and Society Forum at the Stanford Graduate School of Business in Stanford, California, on April 3, 2024.Five years removed from the onset of the Covid pandemic, Google is demanding that some remote employees return to the office if they want to keep their jobs and avoid being part of broader cost cuts at the company.Several units within Google have told remote staffers that their roles may be at risk if they d ...

Alphabet’s (GOOGL) first-quarter 2025 results, scheduled to be released on April 24, are expected to benefit from solid momentum in search and cloud businesses. Alphabet’s initiatives to deploy artificial intelligence (AI) and infuse AI in search are noteworthy. Circle to Search is driving additional search and is gaining popularity among young users. This is expected to have driven advertising growth in the to-be-reported quarter.The Zacks Consensus Estimate for advertising revenues is currently pegged at ...

Core Insights - GoDaddy has launched a new partner program called GoDaddy Agency, aimed at connecting digital agencies with small and mid-sized business leads, providing them with tools, services, and support to enhance their client offerings [1][2]. Group 1: Program Features - GoDaddy Agency is designed to serve as a strategic referral partner for digital agencies, enabling them to scale their business through a consistent flow of qualified leads [2][6]. - The program offers tailored support, including access to premium WordPress tools, expert guidance, and co-branded marketing campaigns for top-performing partners [9]. Group 2: Target Audience - The program is specifically beneficial for freelance web developers, web design, and digital marketing consulting agencies in the U.S., allowing them to grow their client base and revenue by connecting with small and mid-sized businesses seeking professional support [3][4]. Group 3: Market Positioning - GoDaddy Agency differentiates itself from other partner programs by providing real, qualified customer referrals, many of whom have already shown interest in GoDaddy's services [6]. - A study indicated that 68% of agencies focus on expanding service offerings, while 67% view referrals as a key growth indicator, both of which are directly supported by the GoDaddy Agency program [7].

Core Viewpoint - Alphabet's upcoming Q1 earnings report is highly anticipated amid ongoing antitrust pressures and a significant decline in stock price, raising questions about potential investment opportunities [2][4]. Group 1: Financial Performance Expectations - Alphabet's Q1 sales are projected to reach $75.53 billion, reflecting a 12% increase from $67.59 billion in the same quarter last year [4]. - The expected Q1 EPS is $2.01, a 6% increase from $1.89 per share a year ago [4]. - Alphabet has consistently exceeded EPS expectations for eight consecutive quarters, with an average earnings surprise of 11.57% in the last four quarters [4][5]. Group 2: Stock Valuation and Market Position - Alphabet currently has the lowest P/E valuation among the "Magnificent 7" tech stocks, trading at a forward earnings multiple of 16.9X, compared to the S&P 500's 19.8X [6]. - The next lowest P/E valuation in the group is Meta Platforms at 19.9X, while Tesla has the highest at 87X [6]. Group 3: Analyst Recommendations and Price Targets - The average price target for Alphabet stock is $202.06, indicating a potential upside of 37% from current levels [8]. - Alphabet has an average brokerage recommendation (ABR) of 1.40, suggesting a "Strong Buy" sentiment based on 53 brokerage firms [9][10]. - The number of "Strong Buy" recommendations has increased from 36 to 41 over the past three months, indicating growing confidence among analysts [10]. Group 4: Future Outlook and Risks - The upcoming Q1 report is critical, as further declines in EPS revisions could lead to a sell rating, while positive revisions may prompt a buy rating [11]. - Despite current challenges, Alphabet's EPS outlook remains attractive, although earnings estimate revisions for fiscal 2025 and FY26 have trended downward [11].

Key Takeaways Alphabet helps headline the reporting docket this week. Shares have become considerably cheap amid the recent weakness. Alphabet's near-term EPS outlook remains cloudy. The beloved Mag 7 group has cooled off in a big way over recent months after big multi-year runs, raising some eyebrows among investors.While the group’s performance in 2025 has left much to be desired, consistently strong top and bottom line growth gives them staying power for many years to come.And this week, a member of th ...

Core Insights - The AI industry is projected to generate $2 trillion in revenue by 2035, presenting attractive investment opportunities in solid companies like Alphabet due to recent stock price declines [2][4]. Company Overview - Alphabet has experienced a nearly 20% decline in stock value in 2025, attributed to market sell-offs and concerns about its position in the AI race [4]. - Despite the decline, Alphabet's revenue growth rate improved to 15% in constant currency in 2024, up from 10% in 2023, with adjusted earnings growth increasing by 11 percentage points [5]. AI Integration and Product Development - Alphabet is integrating AI across various applications, including its search engine, cloud infrastructure, and workplace collaboration tools [5]. - The Google Gemini AI assistant powers seven products with over 2 billion users, and the Circle to Search feature is gaining traction on 200 million Android devices [6][7]. Market Position and User Growth - Google maintains a 90% market share in the search engine market, with plans to increase Gemini users to 500 million by year-end through partnerships, including one with Samsung [7][8]. Cloud Business Performance - Google Cloud revenue increased by 30% in Q4 2024, up from 25% the previous year, driven by demand for AI-powered services [9]. - The number of first-time commitments for Google Cloud more than doubled in 2024, with several strategic deals exceeding $1 billion [10]. Future Growth Potential - The demand for AI services in the cloud is expected to grow at an annual rate of 30% through 2032, positioning Google Cloud for sustained growth [11]. - Alphabet plans to invest $75 billion in capital expenditures in 2025, a 43% increase from the previous year, primarily for servers and data centers [12]. Valuation and Earnings Outlook - Alphabet's trailing earnings multiple has decreased to 19, with a forward earnings multiple of 17, indicating a favorable valuation for investors [13]. - The company is expected to achieve 11% earnings growth despite increased capital expenditures, with potential for better-than-expected performance if it captures a larger share of advertising revenue or successfully monetizes Gemini [15].

Core Viewpoint - Alphabet is expected to report first-quarter 2025 results on April 24, with earnings estimated at $2.01 per share, reflecting a 6.35% year-over-year growth, and revenues projected at $75.53 billion, indicating a significant growth of 111.75% from the previous year [1][2]. Group 1: Earnings and Revenue Expectations - The Zacks Consensus Estimate for Alphabet's earnings is $2.01 per share, which is a slight decrease of one cent over the past month [1]. - The anticipated revenue for the fourth quarter is $75.53 billion, showing a remarkable growth of 111.75% compared to the same quarter last year [1]. Group 2: Business Performance and Growth Drivers - Alphabet's upcoming quarterly results are expected to benefit from strong momentum in its search and cloud businesses, particularly due to advancements in Generative AI capabilities [2]. - The integration of Generative AI technology into Google Search is enhancing search results, with features like Circle to Search gaining popularity among users [3]. - Google Cloud has established itself as the third-largest provider in the cloud infrastructure market, driven by the adoption of Google Cloud Platform and Google Workspace [4]. Group 3: Challenges and Market Position - Alphabet is facing challenges due to a lack of capacity in its cloud segment, which is expected to lead to increased variability in cloud revenues until new capacity comes online in 2025 [5]. - Alphabet's shares have declined by 22.1% year-to-date, although this performance is better than the Zacks Internet Services industry and the Zacks Computer & Technology sector, which dropped by 18.6% and 17.2%, respectively [6]. Group 4: Valuation and Technical Analysis - GOOGL shares are currently considered overvalued, trading at a forward Price/Sales ratio of 5.27X compared to the industry average of 4.47X [9]. - The stock is exhibiting a bearish trend, trading below both the 50-day and 200-day moving averages [12]. Group 5: Strategic Initiatives - Alphabet's initiatives to deploy AI and the upcoming combination with Wiz are expected to enhance its competitive position in the cloud market, particularly in security offerings [15]. - The collaboration with Oracle aims to expand service availability and meet rising customer demand, with plans to extend to 11 new regions over the next year [17].