Core Viewpoint - Microsoft asserts that it does not believe the U.S. Immigration and Customs Enforcement (ICE) is using its technology for mass surveillance of civilians, despite reports indicating increased reliance on Microsoft's cloud services for operational data storage and analysis [1]. Group 1: Microsoft’s Position - Microsoft provides cloud-based productivity and collaboration tools to ICE and the Department of Homeland Security (DHS) [1]. - The company emphasizes that its policies prohibit the use of its technology for mass surveillance and expresses the belief that ICE is not engaged in such activities [1]. - Microsoft calls for clear legal guidelines from U.S. Congress and the executive branch regarding the use of emerging technologies by law enforcement [1]. Group 2: ICE's Operations - Reports indicate that ICE has more than tripled the amount of data stored in Microsoft's Azure cloud platform in the six months leading up to January 2026, coinciding with an increase in the agency's budget and workforce [1]. - ICE utilizes various forms of technology, including Microsoft's productivity and AI-driven tools, to assist in criminal investigations and arrests [1]. - The agency has refrained from commenting on specific investigative techniques or technologies used in ongoing operations [1]. Group 3: Context and Reactions - The scrutiny of ICE's operations has intensified amid criticisms from human rights advocates regarding the agency's practices and the broader implications of its actions under the Trump administration [1]. - Microsoft has previously faced backlash over its technology's use by governments, including a situation involving the Israeli military, which led to internal protests [1].

DoorDash (NasdaqGS:DASH) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Speaker13Hello, everyone. Thank you for joining us, and welcome to the DoorDash Q4 2025 earnings call. After today's opening statement, we will host a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, please press star one again. I will now hand the call over to Weston Twigg. Please go ahead.Speaker18All right. Thanks, Elizabeth. Good afterno ...

Core Viewpoint - TLGY Acquisition Corp. has announced the effective declaration of its business combination with StablecoinX Inc. and SC Assets, with an extraordinary general meeting scheduled for March 10, 2026, to discuss the merger [2][3]. Group 1: Business Combination Details - The registration statement on Form S-4 related to the business combination has been declared effective by the SEC on February 17, 2026 [2][6]. - The extraordinary general meeting for TLGY's shareholders will take place on March 10, 2026, with a record date of February 4, 2026 [2][6]. - The business combination is anticipated to close in the first quarter of 2026, pending the satisfaction of closing conditions [3]. Group 2: Company Profiles - TLGY Acquisition Corporation is a blank-check company focused on mergers and acquisitions, aiming for long-term value creation through growth companies [4]. - StablecoinX Assets Inc. is a newly-formed company expected to provide infrastructure software and services for the Ethena protocol, including running validators [5]. Group 3: Additional Information - TLGY has mailed the definitive proxy statement/prospectus to its shareholders, which contains important information regarding the business combination [6][7]. - Interested parties can access the Registration Statement and related documents free of charge through the SEC's website [7].

Seattle, Washington-based F5, Inc. (FFIV) provides multicloud application security and delivery solutions in the United States and internationally. The company has a market capitalization of $15.5 billion, and its distributed cloud services enable customers to deploy, secure, and operate applications across any architecture, from on-premises to public cloud. Shares of F5 have underperformed the broader market over the past 52 weeks. FFIV stock has declined 12.8% over this time frame, while the broader S& ...

Equity benchmark indices Sensex and Nifty began the trade on a negative territory on Wednesday (February 18, 2026), tracking losses in IT and Services stocks in a volatile session. After a bearish start, the 30-share BSE Sensex further declined 247.92 points, or 0.30%, to 83,203.04. The 50-share NSE Nifty dropped 70.25 points, or 0.27%, to 25,655.15. Among the Sensex constituents, Infosys, Tech Mahindra, Adani Ports, HCL Technologies, Tata Consultancy Services, Eternal, Maruti Suzuki India, Asian Paints, Tr ...

Core Viewpoint - The article discusses the emergence of "silicon-based assistants" as a solution to the "human resource vacuum" faced by traditional industries, particularly during peak periods like the Spring Festival holiday in China. This innovation is positioned as a transformative shift in productivity paradigms, moving from rigid human resource constraints to flexible productivity guarantees through AI-driven solutions [2][3][10]. Group 1: Silicon-Based Assistants - Silicon-based assistants, defined as AI agents capable of perceiving environments and taking actions to achieve specific goals, are being utilized to alleviate workload for both executives and frontline employees. These assistants can manage tasks such as scheduling and data processing through simple text or voice commands [6][7]. - The implementation of silicon-based assistants has led to a significant increase in productivity, with a silicon-to-carbon employee ratio of 1:150, indicating that one carbon-based employee can manage approximately 150 silicon-based assistants [7]. Group 2: RaaS Model - The article highlights the transition from the Software as a Service (SaaS) model to the Results as a Service (RaaS) model, which charges based on business outcomes rather than the number of employees. This shift is seen as a challenge to the traditional SaaS model, which has become increasingly rigid and less effective in addressing the "human resource vacuum" [10][11]. - RaaS is characterized by its flexibility in pricing based on results, including performance-based metrics, which contrasts with the fixed costs associated with SaaS. This model is gaining traction as it aligns more closely with the evolving needs of businesses in the AI era [16]. Group 3: Impact on Business Operations - The introduction of silicon-based assistants and the RaaS model is reshaping business operations, allowing companies to rapidly scale their workforce in response to fluctuating demands. This capability is essential for maintaining operational efficiency and addressing sudden increases in workload [13]. - The article notes that companies like McKinsey have significantly increased their use of AI agents, with a reported rise from thousands to 25,000 AI agents in just 18 months, indicating a broader industry trend towards integrating AI into workforce management [11]. Group 4: Performance Metrics - The performance of silicon-based assistants is evidenced by substantial improvements in key business metrics, such as a 217% increase in consultation conversion rates and a reduction in recruitment cycles from 28 days to just 2 days. These metrics demonstrate the effectiveness of AI in enhancing operational efficiency [14]. - The article emphasizes that the RaaS model not only benefits the platform provider but also leads to tangible growth for clients, with reported revenue growth of 22% for the company in the first half of 2025 [16]. Group 5: Future of AI in Business - The year 2025 is anticipated to be a pivotal moment for AI agents, with ongoing efforts to establish evaluation standards for their application in enterprises. This shift is expected to redefine industry norms and practices surrounding AI integration [17]. - The article concludes that the advancements in AI technology and the adoption of the RaaS model represent a revolutionary change in productivity paradigms, liberating carbon-based employees from repetitive tasks and allowing them to focus on more creative endeavors [18].

Financial Data and Key Metrics Changes - The company converted over $7 million in one-time revenue to recurring SaaS, increasing recurring revenue from 62% to over 98% of total revenue [4] - Net margin grew from 8% to over 30% since 2020 [5] - GAAP net income for Q2 2026 was $1.7 million, up 9% from $1.6 million last year [9] - Total revenue for fiscal 2026 year-to-date increased 8% from $10.9 million to $11.8 million [11] - Earnings per share for the quarter was $0.09 basic and diluted, reflecting a 13% year-over-year growth [10] Business Line Data and Key Metrics Changes - The company is experiencing growth across all lines of business, with cross-selling initiatives contributing to momentum [12] - Traditional sales are growing, and the focus on customer care and execution remains paramount [12] Market Data and Key Metrics Changes - The traceability segment accounted for between 8% and 10% of total revenue [32] - The company is positioned to benefit from increasing consumer awareness regarding food safety, driven by trends like MAHA and organic food movements [38] Company Strategy and Development Direction - The company aims to maintain a focus on customer care, grow recurring revenue, and return capital to shareholders through dividends and stock buybacks [12] - Investments are being made in product development, including the filing of two patents for Touchless Traceability [7][24] - The company is preparing for an expected surge in demand for traceability solutions as FDA deadlines approach [49] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges of data accuracy in traceability, with error rates from suppliers ranging from 50% to 70% [18] - The company believes that its AI-driven solutions for error detection and correction will provide a competitive advantage [22][35] - Management is cautious about the impact of food inflation on business but has not seen immediate effects [42] Other Important Information - The company has repurchased approximately 80,000 common shares for $1.1 million during Q2 2026 [13] - The board declared a quarterly dividend of $0.02 per share, marking the third 10% increase since the dividend was established [16] Q&A Session Summary Question: What is the current revenue contribution from traceability? - The revenue contribution from traceability is estimated to be between 8% and 10% [32] Question: Can AI improve the accuracy of traceability data? - AI can indeed improve accuracy by detecting and correcting errors in data, which is a significant advantage over traditional methods [34][35] Question: Is there any impact from MAHA on the business? - MAHA increases consumer awareness of food safety, which indirectly benefits the company [38] Question: Can the company provide updates on traceability by ingredients? - The company is capable of tracking products and ingredients, allowing for detailed specifications and compliance with FDA regulations [40] Question: Does food inflation impact the business? - Food inflation has an indirect impact, potentially leading to margin squeezes for supermarkets, which could affect the company's pricing [42] Question: How is investment spending reflected in the results? - Investment spending is more targeted, with less in marketing and more in development, leading to an overall reduction in aggregate spending [44][45] Question: What are the current thoughts on strategic M&A? - The company is focused on existing initiatives and does not see M&A as a priority at this time, although they remain open to opportunities [47][50]

Financial Data and Key Metrics Changes - The company converted over $7 million in one-time revenue to recurring SaaS, increasing recurring revenue from 62% to over 98% of total revenue since 2020 [4] - Net margin grew from 8% to over 30% during the same period [5] - GAAP net income for Q2 2026 was $1.7 million, up 9% from $1.6 million last year [9] - Fiscal 2026 year-to-date total revenue increased 8% from $10.9 million to $11.8 million [11] - Total cash increased to $28.7 million from $28.6 million at June 30, with zero bank debt [10] Business Line Data and Key Metrics Changes - The company is experiencing growth in all lines of business, with cross-selling initiatives delivering continued momentum [12] - Traditional sales are growing, and the focus on customer care and flawless execution remains paramount [12] Market Data and Key Metrics Changes - The ReposiTrak Traceability Network (RTN) is the industry leader, with a growing queue to join the network [16] - The company is addressing the challenge of data accuracy in traceability, with error rates from suppliers ranging between 50% and 70% [17] Company Strategy and Development Direction - The company aims to drive cash and return capital to shareholders while investing in product development and innovation [5][6] - Recent investments include filing for two patents related to Touchless Traceability, enhancing the company's competitive moat [6][23] - The focus on cross-selling and expanding the RTN is expected to generate significant traction [23] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges of data accuracy in traceability and the need for complex process changes across the supply chain [17] - The looming FDA deadline for traceability is expected to accelerate interest in the company's solutions [25][47] - The company is preparing for increased demand for traceability solutions as the deadline approaches [48] Other Important Information - The company has repurchased approximately 80,000 common shares for $1.1 million during Q2 2026 [13] - The board declared a quarterly dividend of $0.02 per share, marking the third 10% increase since the dividend was established [15] Q&A Session Summary Question: What is the current revenue contribution from traceability? - Management indicated that traceability contributes between 8% and 10% of total revenue [31] Question: Can AI improve the accuracy of traceability data? - AI is utilized to detect and correct errors in traceability data, enhancing accuracy significantly [32][34] Question: What impact does MAHA have on the business? - MAHA increases public awareness of food safety, which indirectly benefits the company [37] Question: Can the company provide updates on traceability by ingredients? - The company is capable of tracking products and ingredients, allowing for detailed specifications [39] Question: Does food inflation impact the business? - Food inflation indirectly affects the business as supermarkets face margin squeezes [41] Question: How is investment spending reflected in the results? - Investment spending is more targeted, with less in marketing and more in development [42][43] Question: What are the current thoughts on strategic M&A? - The company is focused on existing initiatives and is not actively pursuing M&A at this time [45][48]

NEW YORK, Feb. 17, 2026 (GLOBE NEWSWIRE) -- February 11, 2026 (ACCESSWIRE) Pomerantz LLP announces that a class action lawsuit has been filed against Oracle Corporation (“Oracle” or the “Company”) (NYSE: ORCL). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.  The class action concerns whether ...

Core Insights - Kessler Topaz Meltzer & Check, LLP is investigating potential violations of federal securities laws on behalf of investors of Commvault Systems, Inc. [1] - Commvault reported a 40% growth in SaaS ARR to $364 million for Q3 fiscal 2026, but this represents a deceleration from the 56% growth reported in Q2 fiscal 2026 [2] - Following the earnings report, Commvault's stock price dropped by approximately 31.1%, from $129.36 to $89.13 per share [3] Company Performance - Commvault's SaaS ARR reached $364 million, indicating significant growth [2] - The company experienced a notable deceleration in growth rate, dropping from 56% to 40% [2] Market Reaction - The stock price decline of $40.23 per share reflects investor concerns regarding the deceleration in growth [3]