Core Insights - James Nicholas achieved his first career win at the Astara Golf Championship, completing rounds of 68-65-66-66 for a total of -19 [1] - Protiviti commemorated Nicholas' victory by donating 25,000 meals through its 'Birdies for Meals' campaign, which has provided over 800,000 meals since its inception in 2021 [2] - Nicholas became a Protiviti brand ambassador in 2025, aligning his professional growth story with Protiviti's commitment to career and people development [3] Company Initiatives - Protiviti's president and CEO, Joseph Tarantino, expressed pride in supporting Nicholas and highlighted the company's commitment to helping food-insecure communities through the meal donation initiative [4] - The Birdies for Meals program reflects Protiviti's dedication to social responsibility and community support [4] Company Background - Protiviti has been recognized on the Fortune 100 Best Companies to Work For® list for 11 consecutive years, serving a significant portion of Fortune 100 and Fortune 500 companies [7] - The firm operates globally with over 90 offices in more than 25 countries, providing consulting and managed solutions across various sectors [6]

Company Overview - BTS Group AB is a leading global consultancy specializing in strategy execution, change, and people development [2] - The company is headquartered in Stockholm, Sweden, and has approximately 1,200 professionals across 37 offices on six continents [2] - BTS competes in talent and HR consulting as well as traditional consulting markets, addressing a wide range of client challenges [2] Upcoming Presentation - BTS Group AB will present its interim report on February 20, 2026, at 09:30 am CET, led by CEO Jessica Skon [1] - The report will be published earlier that day at 08:00 am CET [2] - The presentation will be accessible via a Teams link, allowing for oral and chat questions [1] Investor Relations - Michael Wallin is the Head of Investor Relations at BTS Group AB, available for inquiries via email and phone [2] - The presentation and slides will be made available later on the company's investor relations website [2] Stock Information - BTS Group AB is publicly listed on the Nasdaq Stockholm exchange under the symbol BTS B [3]

Financial Data and Key Metrics Changes - Total revenues for Q4 2025 increased by 8% to $147.4 million, while net revenues rose by 5% to $129.4 million compared to Q4 2024 [12][13] - Net income for Q4 was $24.8 million, or $0.49 per diluted share, up from $23.6 million, or $0.46 per diluted share in the prior year [14] - EBITDA for Q4 was $34.7 million, with a margin of 26.8% of net revenues, compared to $31.2 million or 25.2% in the same period of 2024 [15] - For the full year 2025, total revenues grew by 4% to $582 million, while net revenues increased to $536.8 million [18] - Net income for the year decreased by 3% to $106 million, or $2.07 per diluted share [18] Business Line Data and Key Metrics Changes - The engineering and other scientific segment represented 85% of net revenues in Q4 2025, with a 7% increase in net revenues for the quarter and a 4% increase for the full year [22] - The environmental and health segment accounted for 15% of net revenue in Q4, with a 5% decrease in revenues for the quarter, while remaining flat for the full year [23] Market Data and Key Metrics Changes - Growth in proactive engagements was driven by increased demand in user research and consumer electronics, as well as risk management work in the utility sector [4][5] - Reactive engagements saw growth due to failure analysis and dispute-related services across various industries, including energy and transportation [7] Company Strategy and Development Direction - The company aims to leverage artificial intelligence and complex technologies to enhance its service offerings and maintain a competitive edge [10][30] - Exponent is focused on diversifying its client base and product offerings, particularly in the consumer electronics and energy sectors [11][46] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand environment, particularly in AI and novel technologies, which are expected to drive growth in 2026 [36][39] - The company anticipates high single-digit growth in net revenues for Q1 and full year 2026, with EBITDA margins expected to remain stable [24][28] Other Important Information - The company distributed $61.5 million to shareholders through dividends and repurchased $97.8 million of common stock in 2025 [21] - As of year-end, Exponent had $221.9 million in cash and cash equivalents [22] Q&A Session Summary Question: Performance of consumer electronics in proactive business - Management noted an uptick in user research engagements, particularly related to health-related products and novel AI-driven devices [33][34] Question: Guidance and visibility for 2026 - Management indicated strong visibility into market demands and trends, with a positive outlook for headcount growth and utilization [36][39] Question: Characterization of 2026 compared to 2025 - Management highlighted an acceleration of growth and demand across various sectors, particularly in consumer electronics and energy [44][46] Question: AI's impact on litigation support and investigation services - Management discussed the integration of AI tools to enhance efficiency while also emphasizing the need for high-level expertise to handle complex data [50][52] Question: Expectations for net headcount growth in 2026 - Management expects net headcount growth of 40-50, focusing on areas such as transportation, energy, and cybersecurity [56][58] Question: AI's contribution to growth - Management affirmed that AI is a net benefit, driving growth in various sectors, including transportation and user research [60][68]

Financial Data and Key Metrics Changes - For Q4 2025, total revenues increased by 8% to $147.4 million, while net revenues rose by 5% to $129.4 million compared to Q4 2024 [12][13] - Net income for Q4 was $24.8 million, or $0.49 per diluted share, up from $23.6 million, or $0.46 per diluted share in the prior year [14] - EBITDA for the quarter was $34.7 million, with a margin of 26.8% of net revenues, compared to $31.2 million or 25.2% in the same period of 2024 [15] - For the full year 2025, total revenues grew by 4% to $582 million, while net revenues increased to $536.8 million [18] - Net income for the year decreased by 3% to $106 million, or $2.07 per diluted share [18] Business Line Data and Key Metrics Changes - The engineering and other scientific segment represented 85% of net revenues in Q4 2025, with a 7% increase in net revenues for the quarter and a 4% increase for the full year [22] - The environmental and health segment accounted for 15% of net revenues in Q4, with a 5% decrease in revenues for the quarter and flat revenues for the full year [23] Market Data and Key Metrics Changes - Growth in proactive engagements was driven by increased demand in user research and consumer electronics, as well as risk management work in the utility sector [4][5] - Reactive engagements saw growth due to failure analysis and dispute-related services across various industries, including energy and transportation [7] Company Strategy and Development Direction - The company aims to leverage artificial intelligence and complex technologies to enhance its service offerings and maintain a competitive edge [10][11] - Exponent is focused on diversifying its client base and expanding its range of products and technologies to meet rising market demands [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term market drivers, including increasing complexity and rapid technological innovation, which are expected to support sustained demand for Exponent's services [10][30] - The outlook for Q1 and full year 2026 anticipates net revenue growth in the high single digits, with EBITDA margins expected to remain stable [24][28] Other Important Information - The company distributed $61.5 million to shareholders through dividends and repurchased $97.8 million of common stock in 2025 [21] - As of year-end, Exponent had $221.9 million in cash and cash equivalents [21] Q&A Session Summary Question: Insights on consumer electronics performance - Management noted an uptick in user research engagements, particularly related to health-related products and novel AI-driven devices [33][34] Question: Guidance and visibility for 2026 - Management indicated strong visibility into market demands and trends, with a focus on AI and novel technologies driving growth [36][39] Question: Characterization of 2026 compared to 2025 - Management highlighted an acceleration of growth and demand across various sectors, particularly in consumer electronics and energy [44][46] Question: AI's impact on litigation support services - Management discussed the integration of AI tools to enhance efficiency while also emphasizing the need for high-level expertise to analyze complex data [50][52] Question: Expectations for net headcount growth in 2026 - Management expects net headcount growth of 40-50, focusing on areas such as transportation, energy, and cybersecurity [56][58] Question: AI's contribution to company growth - Management affirmed that AI is a net benefit, driving growth in various sectors, including transportation and user research [60][68]

Core Viewpoint - FTI Consulting, Inc. will announce its financial results for Q4 and the full year of 2025 on February 26, 2026, before the market opens [1] Group 1: Financial Results Announcement - The financial results will be released before the New York market opens on February 26, 2026 [1] - A conference call to discuss these results will take place on the same day at 9:00 a.m. Eastern Time [1] Group 2: Conference Call Details - The conference call will be available via a live simulcast on the Company's investor relations website [2] - A replay of the webcast will be accessible for 90 days on the investor relations website [2] Group 3: Company Overview - FTI Consulting is a leading global expert firm specializing in crisis and transformation, with over 8,100 employees in 32 countries as of September 30, 2025 [3] - The Company generated $3.70 billion in revenues during the fiscal year 2024 [3]

Group 1 - NerdWallet will release its fourth quarter and full-year 2025 financial results on February 25, 2026, and will hold a conference call at 1:30 PM Pacific Time to discuss these results [1] - Investors can access the conference call through a registration link on NerdWallet's Investor Relations site, where a letter to shareholders will also be posted [1] - A webcast replay of the conference call will be available on the Investor Relations website for 12 months following the event [1] Group 2 - NerdWallet is a personal finance website and app that provides consumers with trustworthy financial information to help them make informed financial decisions [1] - The platform offers free access to expert content and comparison shopping marketplaces, along with a data-driven app to assist users in managing their finances [1] - NerdWallet operates in multiple countries, including the U.S., UK, Canada, and Australia [1]

Core Insights - FTI Consulting has appointed Jane Wanklyn as a Senior Managing Director in the Business Transformation practice within the Corporate Finance & Restructuring segment [1] - Ms. Wanklyn brings over 20 years of experience in large-scale procurement, supply chain, and organizational transformations across various sectors [2] - Her role will focus on driving sustainable results for clients through cost and organizational transformations, leveraging her expertise in innovative strategies [3] Company Overview - FTI Consulting is a leading global expert firm specializing in crisis and transformation, with over 8,100 employees in 32 countries as of September 30, 2025 [6] - The company generated $3.70 billion in revenues during the fiscal year 2024 [6] Leadership and Expertise - Jane Wanklyn is recognized for her impactful solutions in supply chain and procurement, with a strong background in sourcing, spend management, and cost savings strategies [4] - Prior to joining FTI Consulting, she was a Partner at Kearney, where she accumulated over 25 years of experience [4] Strategic Focus - Ms. Wanklyn emphasizes the importance of strong organizational structures, digital solutions, and relationships with customers and suppliers in procurement [5] - She aims to provide customized procurement programs, collaborative sourcing, and strategies for tariff and inflation management to optimize value creation [5]

Core Insights - FTI Consulting has appointed Shelly Irvine as a Senior Managing Director in the Dispute Advisory Services practice, focusing on intellectual property matters [1][4] Company Overview - FTI Consulting, Inc. is a leading global expert firm specializing in crisis and transformation, with over 8,100 employees in 32 countries as of September 30, 2025 [5] - The company generated $3.70 billion in revenues during the fiscal year 2024 [5] Appointment Details - Shelly Irvine has nearly three decades of experience in intellectual property, having worked with clients in the US, Asia, UK, and Europe [2] - Her expertise includes litigation support, testifying roles, and consulting on strategic IP issues, particularly in life sciences, telecom, software, cloud computing, clean energy, and manufacturing [2][3] - Irvine has provided testimony in various legal settings regarding patent, copyright, trademark infringement, and trade secrets misappropriation [3] Strategic Focus - The appointment is expected to enhance FTI Consulting's ability to navigate complex international standards for IP litigation and protection [4] - Irvine's previous experience includes a role as Managing Director at Ocean Tomo, specializing in IP disputes, and nearly two decades at FTI Consulting [4]

Core Insights - Enterprises migrating to SAP S/4HANA are prioritizing short-term stability over long-term transformation, which may hinder their ability to leverage automation, analytics, and AI effectively [1] - A significant disconnect exists between companies' transformation ambitions and their actual adoption practices of S/4HANA, with fewer than 20% re-implementing SAP processes and technology during migration [1] - Nearly 49% of organizations perform little or no re-engineering, opting to maintain legacy processes and data, which can limit future operational gains [1] Migration Challenges - Many enterprises face cost overruns and missed deadlines during S/4HANA transitions, with nearly 60% of migrations reported as behind schedule and over budget due to underestimated complexity and internal capacity constraints [1] - Weak governance is often the primary cause of delays, rather than technical challenges, indicating deeper systemic issues within migration programs [1] - Fragmented accountability and misaligned incentives among multiple systems integrators and service providers contribute to scope creep and delays in migration projects [1] Strategic Recommendations - To unlock the full potential of automation, analytics, and AI, enterprises must commit to fundamental changes in governance, data quality, and process standardization during their SAP migrations [1] - Companies should avoid sequencing transitions solely around maintenance deadlines and instead focus on strategic transformation to enhance their future competitiveness [1] - Establishing strong governance and clear decision rights is essential for effective management of SAP migration projects, ensuring accountability and oversight of critical activities [1]

Company Overview - Booz Allen Hamilton Holding Corporation (NYSE:BAH) is one of the largest consulting firms globally [2] - The company's shares have decreased by 31% over the past year but have increased by 4% year-to-date [2] Recent Developments - The firm faced a setback when the Treasury Department terminated contracts due to a tax data leak, impacting approximately $4.8 million in annual revenue [2] - Despite this, Booz Allen Hamilton's total annual revenue stands at $11.41 billion, indicating that the lost contracts represent a small fraction of its overall income [2] Analyst Ratings and Price Targets - Truist maintained a Hold rating on Booz Allen Hamilton with a price target of $98 [2] - DA Davidson raised its price target for the stock from $73 to $81 while keeping a Neutral rating, citing increased earnings estimates for 2026 and 2027, now projected at $6.10 and $6.75 respectively [2] Market Commentary - Jim Cramer mentioned Booz Allen Hamilton positively after the firm reported earnings, noting a significant increase in stock price due to market factors [2] - There is a belief that while Booz Allen Hamilton has potential, some AI stocks may offer better returns with lower risk [3]