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Similarweb(SMWB) - 2025 Q4 - Earnings Call Transcript
2026-02-18 14:32
Similarweb (NYSE:SMWB) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsAdam Hotchkiss - Vice President of Emerging Software Equity ResearchArjun Bhatia - Co-Group Head of Technology, Media, and CommunicationsKincaid LaCorte - Equity Research AssociateMaoz Lakovski - Chief Business OfficerOr Offer - CEO and Co-FounderRaimo Lenschow - Managing DirectorRami Myerson - VP of Investor RelationsRan Vered - CFOConference Call ParticipantsKen Wong - Managing Director and Senior AnalystLuke Ho ...
Deutsche Bank Lowers Unity Software (U) PT to $30 While Maintaining Hold Rating
Yahoo Finance· 2026-02-18 14:28
Unity Software Inc. (NYSE:U) is one of the best stocks under $50 to invest in. On February 13, Deutsche Bank analyst Benjamin Black reduced the firm’s price target on Unity from $45 to $30 while maintaining a Hold rating. A day before  that, Needham lowered its price target on Unity to $35 from $50 with a Buy rating following the company’s Q4 results. The firm highlighted positive execution regarding Vector and noted double-digit sequential growth and expectations for continued momentum throughout FY26. A ...
Clearwater Analytics Holdings (CWAN) Soared Following an Acquisition Announcement
Yahoo Finance· 2026-02-18 14:20
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. As many believe, US equities experienced solid returns in 2025, with double-digit gains across all major indices, yet underlying conditions revealed extreme volatility and market leadership. A copy of the letter can be downloaded here. In Q4 2025, Conestoga Capital Advisors Small Cap Strategy returned -1.89% net-of-fees, trailing the Russell 2000 Growth Index’s 1.22% return. The returns were volatile i ...
Verint Announces Corporate Name for Combined Verint–Calabrio Organization
Businesswire· 2026-02-18 14:03
MELVILLE, N.Y.--(BUSINESS WIRE)-- #AI--Verint®, The CX Automation Company™, today announced the organization formed through the recent Verint–Calabrio® transaction will move forward under a single corporate name: Verint. The decision follows a period during which teams from both companies worked to pull together product strategies and brand identity. The move reflects Verint's commitment to providing customers with clear, simple and consistent experiences as the business accelerates its CX Automation. ...
Sprout Social Launches AI-Powered Solutions and Expanded Reddit Partnership to Help Brands Navigate the Next Era of Discovery
Globenewswire· 2026-02-18 14:00
An expanded Reddit partnership scales brand trust and discovery, enabling teams to authentically engage with Reddit communities directly from the Sprout platform.Recruit, a new AI-powered tool, enables brands to quickly launch creator application pages across any channel to capture, vet and match with authentic partners to drive discovery.The new Trellis Monitoring Agent in NewsWhip by Sprout Social reimagines reputation management by autonomously surfacing early signals on high-stake content, helping teams ...
Oracle Corporation Sued for Securities Law Violations - Contact Levi & Korsinsky Before April 6, 2026 to Discuss Your Rights - ORCL
Prnewswire· 2026-02-18 14:00
Oracle Corporation Sued for Securities Law Violations - Contact Levi & Korsinsky Before April 6, 2026 to Discuss Your Rights - ORCL [Accessibility Statement] Skip NavigationNEW YORK, Feb. 18, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Oracle Corporation ("Oracle" or the "Company") (NYSE: ORCL) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Oracle investors who were adversely affected by alleged securities fraud between June 12, 2 ...
Cadence: A Strong Company, But Overpriced
Seeking Alpha· 2026-02-18 13:41
分组1 - Cadence Design Systems, Inc (CDNS) reported quarterly results that are considered insufficient to justify its premium valuation [1] - The focus is on identifying high-quality companies with a proven ability to reinvest capital for impressive returns [1] - The ideal scenario involves companies demonstrating long-term capital compounding with a high compound annual growth rate, potentially delivering tenfold returns or greater [1] 分组2 - A conservative investment strategy is primarily adopted, with occasional pursuit of opportunities that present a favorable risk-reward ratio [1] - The approach emphasizes maintaining a long-term perspective to generate higher returns compared to market indices in a rapidly evolving investment landscape [1]
Mag 7 or Lag 7: Jay Woods Awaits NVDA Earnings
Youtube· 2026-02-18 13:32
Let's bring in Jay Woods, chief global strategist at Freedom Capital Markets to help set up the action today and kind of talk about where things stand. So, one of the things I just mentioned is uh four of the 11 S&P 500 sectors finish higher, right. >> Small edge for the bulls.What does that mean when you look at the makeup and the construction of the advance. >> Yeah. Well, the breadth has been pretty strong even though the market has been treading water.What we found, we found ceilings. Uh, Dow 50,000, S& ...
Similarweb Ltd. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-18 13:30
Revenue growth of 11% fell below guidance primarily due to the delayed closing of two large, complex LLM data training contracts that remain active in the pipeline. Management achieved a second consecutive year of positive operating profit and ninth quarter of free cash flow through disciplined cost management despite top-line headwinds. The company successfully transitioned 60% of ARR to multi-year contracts, up from 49%, indicating deeper enterprise embedding and improved revenue visibility. AI-re ...
Similarweb(SMWB) - 2025 Q4 - Earnings Call Presentation
2026-02-18 13:30
INVESTOR PRESENTATION Q4 2025 INVESTOR PRESENTATION INVESTOR PRESENTATION Q4 2025 Q4 2025 1 NOTES REGARDING THIS PRESENTATION This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include statements relating to the expected performance of our business, future financial results, strategy, long-term growth and overa ...