I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortabl ...

Corning Incorporated (NYSE:GLW) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer highlighted the company’s $6 billion deal with Meta, as he stated: If you use your powers of observation, if you exercise some curiosity, you can find some very, very good investments. And that’s what happened to the Charitable Trust today when we struck gold with Corning, which rallied more than 15% on news of a gigantic contract from Meta for $6 billion in fiber optic cables… Now, today i ...

Key Takeaways Viavi posted Q2 FY26 revenues of $369.3M, up 36.4% year over year, with results topping estimates.VIAV's NSE segment rose 45.8% to $291.5M, driven by data center demand and ongoing 5G and fiber upgrades.VIAVI sees Q3 FY26 revenues of $386-$400M, with OSP boosted by defense demand.Viavi Solutions Inc. (VIAV) reported strong second-quarter fiscal 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate.The company posted a solid 36.4% year-over-year increase in revenu ...

Key Takeaways Nokia posted stronger-than-expected Q4 results, with both revenues and earnings topping consensus estimates.NOK's revenues rose 2% YoY, led by growth in IP Networks and Optical Networks within Network Infrastructure.Nokia's net income fell YoY as higher operating expenses weighed on profits despite solid sales growth.Nokia Corporation (NOK) reported stronger-than-expected fourth-quarter 2025 results, with both top and bottom lines beating the Zacks Consensus Estimate. The company's top line in ...

Calix (NYSE:CALX) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsCory Sindelar - CFOGeorge Notter - Managing DirectorJoe Cardoso - VPMichael Weening - President and CEONancy Fazioli - VP of Investor RelationsScott Searle - Managing DirectorTim Savageaux - Managing DirectorConference Call ParticipantsChristian Schwab - Senior Research AnalystMichael Genovese - Senior Research AnalystRyan Koontz - Senior AnalystOperator...Greetings, everyone, and welcome to the Calix fourth quarter 202 ...

Calix (NYSE:CALX) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Speaker7...Greetings, everyone, and welcome to the Calix fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. The question and answer session will follow the brief prepared remarks. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Nancy Fa ...

New orders demonstrate rapid expansion following initial deployment announcement in December 2025, with carrier's network including hundreds of thousands more connections that may be upgradedSUNNYVALE, Calif., Jan. 29, 2026 (GLOBE NEWSWIRE) -- Actelis Networks, Inc. (NASDAQ: ASNS) ("Actelis" or the "Company"), a market leader in cyber-hardened, rapid deployment networking solutions for IoT and broadband applications, today announced it has received approximately $200,000 in new orders from the major U.S. te ...

To participate in the Q2 FY2026 teleconference, dial 1-833-752-3965 or 1-647-849-3105. Alongside the conference call, we will be hosting a live audio webcast, available at: https://event.choruscall.com/mediaframe/webcast.html?webcastid=SBviZJrm Following the call, the audio webcast will also be archived on the Vecima website: https://vecima.com/investor- relations/earnings-call-archive/ VICTORIA, British Columbia--(BUSINESS WIRE)--Vecima Networks Inc. (TSX: VCM) today announces that it will hold a conferenc ...

Financial Data and Key Metrics Changes - In Q4 2025, net sales increased by 3% to EUR 6.1 billion, with an operating profit of EUR 1 billion and free cash flow of EUR 0.2 billion [4][16] - For the full year 2025, net sales reached EUR 19.9 billion, with an operating profit of EUR 2 billion, slightly above guidance [4][16] - Free cash flow conversion was 72%, consistent with guidance [4][16] - Gross margin improved by 90 basis points to 48.1%, while operating margin was 17.3%, down 90 basis points due to increased investments [16][17] Business Line Data and Key Metrics Changes - Network Infrastructure saw a 7% increase in net sales in Q4, driven by a 17% growth in optical networks [5][17] - Cloud and Network Services experienced a 4% decline in Q4, attributed to revenue recognition timing, but had a 6% growth for the full year [17][18] - Mobile Networks net sales increased by 6%, with growth in the Middle East, Africa, Japan, and Indonesia [18] - Nokia Technologies faced a 17% decline in net sales in Q4, impacted by lower catch-up sales and a EUR 20 million impairment charge [19] Market Data and Key Metrics Changes - AI and cloud customers accounted for 16% of total net sales and 30% of Optical Networks in Q4 [17] - North America showed strong growth in Network Infrastructure, while Cloud and Network Services and Mobile Networks declined [20] - In APAC, growth was noted in Japan and Indonesia, while declines were seen in India and Greater China [20] Company Strategy and Development Direction - The company aims to focus on long-term value creation, emphasizing AI and cloud opportunities, and has simplified its operating model [4][11] - A new Mobile Infrastructure segment was formed to enhance accountability and profitability [8] - The company is investing in defense-grade solutions and has established Nokia Defense as a new incubation unit [10] - The target for operating profit in 2026 is set between EUR 2 billion and EUR 2.5 billion, with a focus on disciplined execution [12][16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term potential of optical networking and AI infrastructure, despite a conservative growth forecast for 2026 [30][31] - The company anticipates a somewhat lower than normal seasonal decline in Q1 2026 due to strong Q4 performance [33] - Management highlighted the importance of clarity in regulatory frameworks like the Cybersecurity Act for future business opportunities [54][56] Other Important Information - The company closed the acquisition of Nokia Shanghai Bell, expecting EUR 200 million in cost synergies [11] - A new head of IP networking has been appointed to enhance focus on this area [47] - The company plans to invest EUR 900 million to EUR 1 billion in CapEx, primarily for optical networks [35][36] Q&A Session Summary Question: Growth expectations for optical networks - Management acknowledged the strong growth in Q4 but guided for a more conservative 10%-12% growth in 2026 due to transitioning from a telco-centric base [30][31] Question: Seasonal trends in Q1 - Management indicated that a slower start to the year is typical following a strong Q4, particularly in mobile networks [33] Question: CapEx visibility and order book - Management emphasized long-term trends and confidence in the market, noting that CapEx investments are aimed at supporting future growth [36] Question: Impact of restructuring costs - Management confirmed ongoing restructuring costs but expects significant savings in the long term [38] Question: North America market dynamics - Management acknowledged headwinds from customer losses but noted positive trends in AI and cloud segments [66][67] Question: Supply constraints in optical networks - Management confirmed supply constraints exist but emphasized ongoing investments to support capacity and capability in the ecosystem [60][62]

Nokia (NYSE:NOK) Q4 2025 Earnings call January 29, 2026 04:30 AM ET Company ParticipantsAlexander Duval - Head of Europe Technology Hardware and Semiconductors Equity ResearchDavid Mulholland - Head of Investor RelationsJustin Hotard - President and CEOMarco Wirén - CFOSami Sarkamies - Head of TMTSimon Leopold - Managing DirectorSébastien Sztabowicz - Head of IT Hardware and Semis Sector ResearchTerence Tsui - VPConference Call ParticipantsArtem Beletski - Equity AnalystDaniel Djurberg - Senior Equity Analy ...