Key Takeaways IQVIA beat Q4 earnings and revenue estimates, delivering 9.6% EPS growth and 10.3% Y/Y revenue rise.IQV posted segment gains: R&D and Technology & Analytics grew about 10%, while Contract Sales surged 18.6%.IQVIA guided 2026 revenues at $17.15-$17.35B and reported $2B cash with $561M in Q4 free cash flow.IQVIA Holdings Analytics Inc. (IQV) has reported impressive fourth-quarter 2025 results, wherein earnings and revenues beat the Zacks Consensus Estimate.Adjusted earnings were $3.42 per share, ...

Warsaw, Poland--(Newsfile Corp. - January 18, 2026) - For more than a decade, website analytics has followed the same pattern: increasingly complex dashboards promising deeper insights, while everyday users struggle to find clear answers. Seline is betting that the problem is not a lack of data, but the way humans are forced to interact with it.Seline Introduces Conversational Analytics to Simplify How Teams Understand Their DataTo view an enhanced version of this graphic, please visit:https://images.newsf ...

Group 1: Market Overview - The market is experiencing a renewed appetite for risk, with Bitcoin (BTCUSD) climbing above $95,000 and reaching $97,000 this week, indicating a resurgence in cryptocurrencies after a period of underperformance [1] - This rally is coinciding with cooling U.S. inflation signals, stable employment figures, and strong inflows into crypto ETFs [1] Group 2: Company Profile - MicroStrategy, now operating as Strategy (MSTR), is heavily investing in Bitcoin, demonstrating strong optimism in digital assets [2] - The company is the world's first and largest Bitcoin treasury company, having pivoted from enterprise analytics software to Bitcoin as its primary treasury reserve asset [3] Group 3: Financial Performance - Strategy's market capitalization stands at $49.1 billion [4] - Over the past 52 weeks, Strategy's stock has declined by 52.67%, and by 61.9% over the past six months, while the S&P 500 Index has increased by 16.89% and 10.8% during the same periods [4] - The stock reached a 52-week high of $457.22 in July 2025 but is currently down 62% from that level; however, it has gained 10.4% over the past five days and is up 16% from its 52-week low of $149.75 [5] Group 4: Valuation Metrics - MSTR's stock is trading at a discount compared to its peers, with a price-to-earnings ratio of 6.25x, significantly lower than the industry average of 32.73x [6] Group 5: Recent Earnings Report - On October 30, Strategy reported its third-quarter results for fiscal 2025, with total revenue increasing by 10.9% year-over-year to $128.69 million, surpassing Wall Street analysts' estimate of $117.10 million [7] - The growth was driven by a 62.9% annual increase in total product licenses and subscription services revenue, which reached $63.35 million [7]

Market Overview - The global Cognitive Analytics Market was valued at USD 7.90 billion in 2025 and is projected to reach USD 81.46 billion by 2033, with a CAGR of 33.99% from 2026 to 2033 [1] - The U.S. Cognitive Analytics Market was valued at USD 2.17 billion in 2025 and is expected to grow to USD 22.03 billion by 2033, with a CAGR of 33.61% from 2026 to 2033 [3] Growth Drivers - The market is expanding due to increasing demand for data-driven decision-making, real-time insights, and the growing acceptance of AI and machine learning across various industries [1][3] - Factors contributing to the U.S. market growth include high AI adoption, advanced digital infrastructure, robust business expenditures, and cloud integration [3] Segmentation Analysis By Enterprise Type - Large Enterprises held a 61% market share in 2025, driven by large data volumes and complex business processes, while small and medium enterprises are expected to grow the fastest from 2026 to 2033 due to lower entry barriers from cloud-based solutions [4] By Application - Customer Management accounted for 31% of the market share in 2025, focusing on enhancing customer experience and retention, while Fraud Detection and Security is anticipated to grow the fastest from 2026 to 2033 due to increasing cyber threats [5] By End-User - The BFSI sector dominated with a 28% share in 2025, relying heavily on advanced analytics for fraud prevention and risk assessment, while Retail is expected to experience the fastest growth from 2026 to 2033 as companies leverage cognitive analytics for demand forecasting and personalized promotions [6][7] By Deployment - Cloud deployment led with a 64% market share in 2025 and is projected to grow at the fastest rate from 2026 to 2033, attributed to its scalability and cost efficiency [8] Regional Insights - North America held the largest revenue share of approximately 38% in 2025, benefiting from early AI adoption and a strong presence of major technology providers [9] - The Asia Pacific region is expected to grow at the fastest CAGR of about 15.22% from 2026 to 2033, driven by rapid digital transformation and increasing AI investments [10] Market Trends - There is a rising enterprise focus on data-driven decision-making using AI-powered insights, which enhances operational efficiency and competitive advantage through real-time analysis of consumer behavior and market trends [11] Key Players - Major companies in the cognitive analytics market include Google LLC, Oracle Corporation, IBM Corporation, Microsoft Corporation, and Amazon Web Services, among others [13]

Core Viewpoint - Palantir Technologies Inc. (NASDAQ:PLTR) has seen a significant increase in its stock price, rising by 173% over the past year, and is recognized for its potential in the generative AI space [2]. Group 1: Stock Performance and Analyst Coverage - Palantir's shares are among the top performers in the stock market, with a 173% increase over the past year [2]. - Truist initiated coverage on Palantir on January 6th, setting a price target of $223 per share and a Buy rating, highlighting the company's potential benefits from generative AI adoption [2]. - The firm has experienced robust operating margins and top-line growth due to its Artificial Intelligence Platform (AIP) [2]. Group 2: Management and Investor Sentiment - Jim Cramer expressed confidence in Palantir's management, noting the skepticism surrounding the company's high price-to-earnings ratio of 244 [3]. - Cramer emphasized the effectiveness of Palantir's team, particularly praising CEO Alex Karp and the transformative impact the company has had on its clients [3]. - The Truist report is recommended for those interested in understanding Palantir's stock performance and growth trajectory [3].

Company Overview - Strategy Inc (NASDAQ:MSTR) is an analytics and Bitcoin holding company [2] - The company's shares have lost 48% year-to-date, reflecting the performance of Bitcoin, which has dipped by 5% year-to-date and 28% since early October [2] Analyst Ratings - Citi lowered Strategy Inc's share price target to $485 from $325 while maintaining a Buy rating on December 21st [2] - Bernstein also reduced its price target for Strategy Inc to $450 from $600 on December 8th, citing excessive market concerns despite the cut [2] Market Sentiment - Jim Cramer has discussed Strategy Inc multiple times, acknowledging the company's troubles but referring to CEO Michael Saylor as "Houdini" [2] - Cramer described Strategy Inc as "one of the worst stocks of the year" but still sees potential in the company [3] Future Outlook - Citi remains optimistic about the digital assets group, suggesting that legislative changes could benefit the sector in 2026 [2] - There is a belief that some AI stocks may offer greater promise for higher returns compared to Strategy Inc [3]

Core Insights - nDatalyze Corp. has achieved a significant development milestone for its AI-driven sports performance analytics platform, Epitome, by completing data collection, testing, and calibration across three organized hockey teams [1] - The dataset includes athletes from two Western Hockey League teams and one Ontario University Athletics program, allowing for a comprehensive analysis across different competitive environments [1] - The completion of this milestone reduces technical risk and enables the company to shift focus from platform development to market analysis and commercialization planning [1] Platform Overview - Epitome is designed as a decision-support analytics platform that integrates machine learning with biological, emotional, and environmental data to create individualized athlete profiles, known as "Signatures" [1][3] - The platform aims to support personalized player development strategies, workload management, and organizational decision-making, rather than predicting specific athletic outcomes [1] Milestone Significance - The completion of multi-team data collection and calibration is seen as a validation step for the Epitome platform, demonstrating the consistency of the analytics framework across independent organizations [2][4] - This milestone reduces bias associated with single-team and single-environment data, supporting controlled expansion to additional teams and development pathways [4] Next Steps - Following the completion of data collection and calibration, the company will focus on identifying and quantifying addressable market segments, including specialized hockey academies, junior teams, athlete parents, and scouts [2] - This will form the basis for a data-driven marketing and sales strategy aimed at commercialization [2]

Marchex, Inc. (NASDAQ:MCHX) has a negative ROIC to WACC ratio of -1.28, indicating poor capital efficiency.QuinStreet, Inc. (QNST) and Liquidity Services, Inc. (LQDT) show more favorable financial positions with positive ROIC to WACC ratios, suggesting better capital utilization.Maiden Holdings, Ltd. (MHLD) also struggles with capital efficiency, having an even less favorable ROIC to WACC ratio than Marchex.Marchex, Inc. (NASDAQ:MCHX) is a company that specializes in call analytics and call tracking solutio ...

Group 1 - The company has experienced a reacceleration in growth, achieving an 18% increase, indicating a positive demand environment [1] - The founders recognized that many companies in the analytics ecosystem were not providing a complete platform, leading to efforts to consolidate various functionalities [2] - The company has been developing a range of products around analytics, starting with experimentation and expanding to activation, web analytics, guides, surveys, and session replay [3]

A data breach at analytics giant Mixpanel leaves a lot of open questions https://t.co/JmRVIkyydf ...