Core Viewpoint - VEON Ltd. has announced the date for its 2026 Annual General Meeting of Shareholders (AGM) to be held on May 11, 2026, with a record date set for March 31, 2026 [1]. Group 1: Board of Directors and Nominees - The Board and its Nomination Committee have recommended the re-election of seven current Board members, including notable figures such as Michael R. Pompeo and CEO Kaan Terzioglu [2]. - The Chairman of the Board, Augie K Fabela II, emphasized that VEON's performance in 2025 demonstrates the effectiveness of its strategy, which includes a significant 84.1% year-over-year growth in digital revenues, contributing to 20.1% of Group revenue in Q4 2025 [3]. Group 2: AGM Agenda and External Auditor - The AGM agenda will also include the re-appointment of UHY LLP as the external auditor for the financial year ending December 31, 2026, along with the presentation of the auditor's report and the audited financial statements for the year ended December 31, 2025 [3]. - Further details regarding the AGM, including biographies of the nominees and procedural matters, will be provided to registered shareholders prior to the meeting [4]. Group 3: Company Overview - VEON operates as a digital operator, providing connectivity and digital services to over 150 million connectivity users and more than 205 million digital users across five countries, impacting over 6% of the world's population [5].

Dubai and New York, March 27, 2026 — VEON Ltd. (Nasdaq: VEON; “VEON” or the “Company”), a global digital operator, today provided an update underscoring the strong alignment between its management and shareholders, reflected in meaningful share ownership and disciplined capital allocation. As of the date of this release, members of VEON’s management collectively hold 1.84% of the Company’s total share capital in the form of American Depositary Shares (ADSs). This level of ownership reflects a clear and tang ...

Core Viewpoint - Lleida.net has been granted a new patent by the USPTO, enhancing its protection for a method of certifying electronic notices, which is crucial in combating AI-driven fraud in electronic communications [1][5]. Patent Details - The patent, numbered US 12,563,028 B2, covers a method that allows telecommunications operators to send certified notices via email or SMS, ensuring recipient identity verification through a proxy server linked to a certification authority [2]. - This patented method acts as a safeguard against AI-generated impersonation and deepfake fraud, ensuring that certified communications cannot be intercepted or forged by any third party [3]. Legal and Market Relevance - The eIDAS notification method is increasingly important as digital signatures serve as a primary defense against AI-driven fraud, particularly in jurisdictions where certified notifications are legally required for civil litigation, such as Spain under Organic Law 1/2025 [5]. - Spain processes approximately 3.5 million judicial proceedings annually that are influenced by this law, indicating a growing market potential for the patented technology as similar requirements may extend to other jurisdictions in the future [6]. Company Background - Lleida.net holds over 300 patents across more than 60 countries for its innovations in certified electronic signature, notification, and contracting, and has the equivalent European patent for the same eIDAS method [7]. - The company reported a 55.62% increase in active clients, reaching 8,886 at the start of 2026, and achieved record EBITDA of 4.05 million euros and pre-tax profit of 1.40 million euros in 2025, marking all-time highs [10].

Core Insights - The United States Patent and Trademark Office has granted Lleida.net its ninth patent, which covers a method for certification of electronic notices under the eIDAS framework, enhancing the company's position in the digital signature market [1][4]. Patent Details - The patent, numbered US 12,563,028 B2, protects a method that allows telecommunications operators to send certified notices via email or SMS, verifying recipient identity through a proxy server connected to a certification authority [2]. - This patented method acts as a safeguard against AI-generated impersonation and deepfake-driven fraud, ensuring that certified communications cannot be intercepted or forged [3]. Market Relevance - The eIDAS notification method is increasingly important as digital signatures serve as a defense against AI-driven fraud in electronic communications, particularly in jurisdictions where certified notifications are required for civil litigation, such as Spain [5]. - Spain processes approximately 3.5 million judicial proceedings annually that are affected by the requirement for legally valid certified notifications, indicating a significant market potential for this technology [6]. Company Overview - Lleida.net holds the equivalent European patent for the same eIDAS method and has accumulated over 300 patents across more than 60 countries for innovations in certified electronic signature, notification, and contracting [7]. - The company reported a 55.62% increase in active clients, reaching 8,886 at the start of 2026, and achieved record EBITDA of 4.05 million euros and pre-tax profit of 1.40 million euros in 2025, marking all-time highs [10].

Core Viewpoint - Xunlei Limited (XNET) has faced significant stock value decline in recent months, raising concerns among investors about its performance in the digital entertainment and cloud services sectors in China [1]. Company Overview - Xunlei Limited is a provider of digital entertainment, cloud acceleration, and distributed cloud services in China [1]. Stock Performance - The stock has lost a considerable portion of its value recently, indicating potential challenges in maintaining investor confidence [1].

Core Insights - Veon reported a core profit increase of approximately 19% for the full year, attributed to rising demand for digital services [1] Financial Performance - The growth in core profit is primarily driven by the expansion of digital services [1] - The company is looking to enhance its partnership with Starlink, which is expected to further boost its service offerings [1]

Core Insights - VEON reported record digital growth with digital revenues increasing by 84% in Q4 2025, accounting for 20.1% of total revenues, which contributed to a 17% increase in total revenue and a 29% increase in EBITDA for the same quarter [1][4]. Financial Performance - In Q4 2025, total revenue reached USD 1,171 million, a 17.4% year-on-year increase, while EBITDA rose to USD 527 million, marking a 29.1% increase with an EBITDA margin of 45.0% [4]. - For the full year 2025, total revenue was USD 4,399 million, up 9.9% year-on-year, and EBITDA was USD 2,009 million, reflecting an 18.8% increase with an EBITDA margin of 45.7% [4]. - Digital revenues for the full year grew by 62.5% to USD 759 million, representing 17.3% of total group revenue, while financial services revenues increased by 34.3% to USD 425 million [4]. Capital Allocation and Strategic Developments - VEON completed its first USD 100 million buyback program and initiated a second program, targeting at least USD 100 million in annual share repurchases [3]. - The company reached an agreement with the Dhabi Group regarding historical shareholder claims and welcomed a new shareholder, His Highness Sheikh Nahyan bin Mubarak Al Nahyan [4]. - VEON successfully raised USD 140 million from a secondary public offering of Kyivstar shares and acquired Tabletki.ua for USD 160 million to enhance its digital healthcare offerings [5]. Future Outlook - For 2026, VEON anticipates total revenue growth of 9% to 12% year-on-year and EBITDA growth of 7% to 10% year-on-year [5]. - The company expects to maintain a capex intensity of 14% to 16% excluding Ukraine [5]. - VEON's CEO highlighted the pivotal shift in the company’s strategy, noting that digital service customers have surpassed traditional connectivity subscribers for the first time [6].

Core Insights - CI&T reported fourth-quarter revenue of $134.3 million, reflecting 19.3% organic growth compared to Q4 2024 and 13.9% year-over-year on a constant-currency basis, exceeding the top end of its guidance range [1][4] - The company ended 2025 with a global team of 8,000 employees, including an average of 640 AI tech professionals, marking a 14% increase from 2024 [2] - CI&T's management emphasized the transition from AI "assistant" usage to workflow redesign for greater impact, highlighting the importance of AI adoption as a structural necessity [3][5] Financial Performance - For full-year 2025, CI&T reported revenue of $489.7 million, an 11.5% increase from 2024 on a reported basis and 13.2% on a constant-currency basis, marking the fifth consecutive quarter of double-digit organic growth [5] - The fourth-quarter adjusted EBITDA margin was 18.4%, with a full-year adjusted EBITDA margin of 18.3%, impacted by foreign exchange headwinds and upfront investments in AI and workforce reskilling [4][6][7] - The company guided for 2026 revenue between $548.4 million and $568.0 million, indicating 12% to 16% organic growth, with an adjusted EBITDA margin target of 17% to 19% [4][15] Market Trends - CI&T experienced strong growth in Latin America, with revenue increasing by 26.8% for the full year, while North America revenue grew by 9.2% year-over-year [8] - The company noted that revenue from its top 10 clients grew 16.5% year-over-year in 2025, with each generating at least BRL 10 million in annual revenue [10] AI and Technology Initiatives - CI&T has developed an AI transformation framework aimed at identifying high-impact value streams and aligning operating models to scale AI across enterprises [3] - The company introduced the Agentic SDLC, an ecosystem of autonomous AI agents designed to enhance productivity and efficiency, achieving significant productivity gains in various client projects [11] - CI&T is shifting towards fixed price, outcome-based, and consumption-based models to decouple revenue from headcount and directly participate in the value created [12][13] Future Outlook - For Q1 2026, CI&T forecasts revenue of at least $134.7 million, representing a 21.5% growth year-over-year on a reported basis [14] - The company anticipates a favorable foreign-exchange tailwind of approximately 300 basis points, with an average FX rate of 5.3 Brazilian reais per U.S. dollar [15] - Management expressed confidence in core markets like Brazil and the U.S., despite macroeconomic uncertainties [16]

Core Viewpoint - Globant S.A. is considered a cheap AI stock to buy in 2026, despite a lowered price target from Mizuho analyst Dan Dolev, who maintains an Outperform rating [1]. Financial Performance - For Q4 2025, Globant reported revenue of $612.5 million, exceeding guidance but down 4.7% year-over-year. Non-IFRS adjusted diluted EPS was $1.54, compared to $1.75 in the prior-year quarter, with a non-IFRS adjusted operating margin of 15.5% [2]. - For the full year 2025, revenue increased by 1.6% to $2.4549 billion, and non-IFRS adjusted diluted EPS was $6.14 [2]. Management Insights - Management attributed the quarter's performance to improving demand conditions and execution discipline. CEO Martín Migoya mentioned a shift from a traditional seats model to a token-based intelligent subscription approach [3]. - CFO Juan Urthiague noted an improvement in client sentiment, strong operational discipline, a pipeline exceeding $3 billion, and record quarterly free cash flow of $152.8 million [3]. 2026 Guidance - For 2026, Globant guided full-year revenue between $2.46 billion and $2.51 billion, with non-IFRS adjusted diluted EPS projected between $6.10 and $6.50, indicating a relatively in-line outlook [4]. Company Overview - Globant S.A. is a digital native technology services company that assists enterprises with digital transformation, software engineering, design, and AI-focused solutions across various industries [4].

Core Viewpoint - Grab Holdings Limited (NASDAQ:GRAB) is positioned as a low-risk investment opportunity, with a maintained Buy rating from Morgan Stanley analyst Divya Gangahar, emphasizing the company's improved competitive edge and market positioning [1][2]. Group 1: Competitive Positioning - The exit of DoorDash from Singapore and other markets enhances Grab's market dominance in Singapore's food delivery sector, where it continues to gain market share [2]. - Grab operates as a superapp in Southeast Asia, providing a range of services including deliveries, mobility, and digital financial services, serving millions of consumers across multiple countries [4]. Group 2: Financial Performance - The analyst forecasts a sustained revenue growth of 20%, alongside significant improvements in EBITDA and free cash flow, indicating a shift towards robust profitability for Grab [3]. - New business verticals such as grocery delivery and financial services are currently undervalued in Grab's stock price, presenting additional upside potential for the company [3].