Core Insights - Ribbon Communications Inc. reported strong cash flow and bookings driven by an expanding customer base in voice modernization, with U.S. Tier 1 service provider sales projected to increase over 25% in 2025 [1][2] - The fourth quarter results were affected by delays in customer projects and budget timing, but the company achieved a record level of product and services bookings, including over $50 million from new voice modernization programs [2][4] - The company is targeting growth in high-demand AI and defense markets, anticipating increased government spending in these areas [1][2] Financial Performance - Fourth Quarter 2025 financial results showed revenue of $227 million, down from $251 million in Q4 2024, with GAAP operating income of $9 million compared to $33 million in the previous year [4][5] - Non-GAAP adjusted EBITDA for Q4 2025 was $40 million, down from $55 million in Q4 2024, while GAAP gross margin decreased to 53.3% from 55.7% year-over-year [4][5] - For the full year 2025, total revenue was $845 million, slightly up from $834 million in 2024, but GAAP operating income turned to a loss of $3 million compared to a profit of $17 million in 2024 [4][5] Business Outlook - The company projects revenue for 2026 to be between $840 million and $875 million, with non-GAAP gross margin expected to range from 52.5% to 53.5% [6] - For Q1 2026, revenue is projected to be between $160 million and $170 million, with non-GAAP gross margin anticipated to be between 48% and 49% [6] - The company expects to benefit from a new tax advantage that could reduce future cash tax payments by approximately $15-$20 million over the next several years, starting in 2026 [2][6]

Key Takeaways Motorola reports Q4 on Feb.11, with consensus revenues of $3.34B, rising from the year-ago quarter.MSI gains near-term revenues from Silvus StreamCaster launches and U.S. DoD approval, enabling defense orders.Motorola boosts software and services via AI-assisted policing tools and the Blue Eye acquisition.Motorola Solutions, Inc. (MSI) is scheduled to report fourth-quarter 2025 results on Feb.11, after the closing bell. In the last reported quarter, the company delivered an earnings surprise o ...

Core Viewpoint - The AI sector remains promising, with significant growth potential and opportunities for investment despite recent volatility in stock prices [7][40][67]. Market Overview - The AI stocks experienced a sell-off similar to previous market declines, with the S&P 500 dropping approximately 15% during a recent period [8]. - The current market is characterized by confusion, with geopolitical events influencing investor behavior and leading to volatility in both tech and safe haven sectors [17][22]. AI Sector Insights - The global AI market is projected to grow from $539 billion in 2026 to over $3 trillion by 2033, driven by investments from major tech companies and increasing demand for data centers [40][42]. - Adoption of AI technologies is expanding across various sectors, including healthcare and manufacturing, indicating a long-term trend rather than a temporary phase [15][20]. Stock Recommendations - The top 10 AI stocks recommended show an average revenue growth rate of 38% and an EPS growth rate of 99%, significantly outperforming the S&P 500 and the Magnificent Seven stocks [66][67]. - Specific stocks highlighted include: - **Lumentum Holdings (LITE)**: Up 402% in the last year, with a long-term growth rate of 61% [70]. - **Micron Technology (MU)**: Up 387% in the last year, with a long-term growth rate of 51% [72]. - **Ciena (CIEN)**: Up 215% in the last year, with a long-term EPS growth CAGR of 44% [74]. - **General Motors (GM)**: Up 76% in the last year, utilizing AI for enhanced vehicle connectivity [79]. - **Taiwan Semiconductor Manufacturing (TSM)**: Up 71% in the last year, with strong growth metrics [80]. - **Credo Technology (CRDO)**: Despite recent declines, it has strong growth potential with a forward EPS growth rate of 248% [97]. - **AppLovin (APP)**: Up almost 1000% within Alpha Picks, with a long-term growth rate of 48% [98]. - **Globus Medical (GMED)**: In the healthcare sector, showing strong growth metrics [100]. Investment Strategy - The strategy emphasizes buying on dips, particularly for stocks with strong fundamentals that have recently experienced price declines [35][106]. - The quant model used for stock selection focuses on multiple factors, including growth, value, and profitability, ensuring a diversified approach to investment [51][60].

Sangoma Technologies (NasdaqGS:SANG) Q2 2026 Earnings call February 04, 2026 05:30 PM ET Company ParticipantsCharles Salameh - CEOJeremy Wubs - COOLarry Stock - CFORobert Young - Managing Director and Head of ResearchSamantha Reburn - Chief Legal OfficerSuthan Sukumar - Managing DirectorConference Call ParticipantsDavid Kwan - Director and Equity Research AnalystGavin Fairweather - AnalystOperatorThank you for standing by. This is the conference operator. Welcome to Sangoma's second quarter fiscal 2026 conf ...

Explore Alpha Picks Today! Follow Steven Cress on Seeking Alpha! Check Out Pro Quant Portfolio Now! Read the 10 Stocks Article Here! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Daniel Snyder: Hello, everyone. I'm Daniel Snyder from Seeking Alpha. Thank you so much for taking the time to hang out with us for this hour. Today, we have a s ...

Aviat Networks (NasdaqGS:AVNW) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsAndrew Fredriksen - VP of Corporate Development and Investor RelationsAndy Schmidt - CFOPete Smith - President and CEOConference Call ParticipantsScott Searle - Managing Director, Senior Research AnalystTheodore O'Neill - CEO and Senior AnalystTim Savageaux - Managing Director and Senior Research AnalystOperatorGood afternoon. Welcome to Aviat Networks' second quarter fiscal 2026 earnings call. At this tim ...

Aviat Networks (NasdaqGS:AVNW) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsAndrew Fredriksen - VP of Corporate Development and Investor RelationsAndy Schmidt - CFOPete Smith - President and CEOConference Call ParticipantsScott Searle - Managing Director, Senior Research AnalystTheodore O'Neill - CEO and Senior AnalystTim Savageaux - Managing Director and Senior Research AnalystOperatorGood afternoon. Welcome to Aviat Networks' second quarter fiscal 2026 earnings call. At this tim ...

Aviat Networks (NasdaqGS:AVNW) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Speaker2Good afternoon. Welcome to Aviat Networks' second quarter fiscal 2026 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to your host, Mr. Andrew Frederiksen, Vice President of Corporate Finance. Thank you. You may begin.Speaker0Thank you, and welco ...

On a GAAP basis, fourth-quarter gross margin was 65.6% versus 66.2% a year ago. Operating income was $3.7 million (6% of revenue), down from $4.1 million (6.7%) in the prior-year quarter. GAAP net income fell to $1.9 million , or $0.07 per diluted share, from $6.8 million, or $0.22 per diluted share, in Q4 2024.By geography in the quarter, revenue was split 47% North America, 35% EMEA, 13% Asia Pacific, and 5% Central and Latin America. Baruch said the top 15 customers represented 58% of fourth-quarter reve ...

智通财经APP讯，中兴通讯(00763)公布，公司于 2025 年 12 月 12 日召开的第十届董事会第十七次会议 审议通过了《关于以集中竞价交易方式回购公司 A 股股份方案的议案》，同意公司使用自有资金以集 中竞价交易方式回购公司 A 股股份，用于实施公司员工持股计划或者股权激励。回购资金总额不低于 人民币 10 亿元且不超过人民币 12 亿元(均包含本数)，回购价格不超过人民币 63.09 元/股。截至 2026 年 1 月 31 日，公司尚未实施本次股份回购。 ...