Quarterly Earnings Results Presentation Q4 2025 (February 2026) Forward Looking Statements This presentation contains certain forward-looking statements, including, but not limited to, certain plans, expectations, goals, projections, and statements, which are not historical facts and are subject to numerous assumptions, risks, and uncertainties. Statements that do not describe historical or current facts, including statements about beliefs and expectations, are forward-looking statements. All forward-lookin ...

Full Year 2025 Net Sales increased 5.4% to a record $1.55 billion Midpoint of 2026 Net Sales guidance reflects an increase of 6.3% versus 2025 CINCINNATI, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Hillman Solutions Corp. (Nasdaq: HLMN) (the “Company” or “Hillman”), a leading provider of hardware-related products and merchandising solutions, reported financial results for the thirteen and fifty-two weeks ended December 27, 2025. Fourth Quarter 2025 Highlights (Thirteen Weeks Ended December 27, 2025) Net sales increa ...

The U.S. stock market delivered a split performance on Monday, February 16th, 2026, as investors navigated a landscape defined by record-breaking technology gains and a slight retreat in blue-chip stocks. While the broader market showed resilience, the spotlight remained firmly on the artificial intelligence (AI) sector and the looming quarterly report from the industry’s primary bellwether.Major Market Indexes Performance RecapThe technology-heavy Nasdaq Composite (^IXIC) was the standout performer of the ...

2月12日，联想公布了历史最高单季业绩，1575亿元营收、36%的净利润增速、三大业务全线双位数增 长，尤其是，AI相关营收同比高增72%，占比升至32%。 从前被"硬件巨头"标签束缚的联想，开始用AI改写故事基调。 当天，联想集团CFO郑孝明首次公开单独接受了包括21世纪经济报道等国内媒体在内的采访。 45分钟里，这位曾任职于花旗、高盛、美林的高管，没有过多谈论当季数字，而是花了大量时间解释底 层逻辑，联想为什么能应对存储芯片"历史上没见过"的上涨，以及联想在AI的战场做了什么。 这不是一场常规的财报解读。存储价格"史无前例"的暴涨、AI训练侧的资本狂潮、终端AI的形态未定， 联想站在哪里？ 郑孝明透露，联想当前的核心发展方向围绕AI全栈布局、ISG业务盈利性增长、把握存储价格周期红利 展开，同时依托全球化供应链和终端优势，抢抓AI时代的市场机会。 而郑孝明在采访中提到的一句话，或许比任何财务数据都更值得机构细读："我们不是完全硬件的厂商 了。" 应对存储暴涨 存储芯片的涨价，是2025年全球科技制造业最不可控的变量。 郑孝明对这场涨价潮的描述是"史无前例"。他在采访中说，有史以来没见过涨这么快的，而且还是 ...

Immersion Corporation Receives Nasdaq Staff Determination Letter; Will Seek Hearing & Continued ListingFeb 13, 2026 4:01 PM Eastern Standard Time# Immersion Corporation Receives Nasdaq Staff Determination Letter; Will Seek Hearing & Continued ListingShare---AVENTURA, Fla.--([BUSINESS WIRE])--Immersion Corporation ("Immersion†, the "Company†, "we†, "us†or "our†) (Nasdaq: IMMR), a leading provider of technologies for haptics, today announced that, on February 10, 2026, the Company received a Staff Det ...

While the artificial intelligence industry touts that AI will replace entry-level jobs, not every company is scaling back hiring these positions. In IBM’s case, it’s going all in. Hardware giant IBM plans to triple entry-level hiring in the U.S. in 2026, according to reporting from Bloomberg. Nickle LaMoreaux, IBM’s chief human resource officer, announced the initiative at Charter’s Leading with AI Summit on Tuesday. “And yes, it’s for all these jobs that we’re being told AI can do,” LaMoreaux said. ...

Wall Street's tech unwind accelerated Thursday, erasing more than $500 billion in market value across 10 heavyweight names. But unlike recent pullbacks triggered by broad-based software stocks selloff, Thursday’s fall also hit legacy hardware giants. According to Coinmarketcap.com, here are the 10 largest single-day market cap loss within the tech sector on Thursday:Why Are Tech Stocks Falling?Fears over AI disruption continue to rattle the software sector. The iShares Expanded Tech-Software Sector ETF (NYS ...

Core Insights - Shenzhen is facing competition from other cities like Hangzhou, which has emerged as an "innovation capital" with strong tech companies, prompting local government to initiate a "defense battle" for its innovation status [1][2] - The city has developed a highly efficient "entrepreneurial assembly line" that allows startups to quickly move from idea to product launch without needing extensive manufacturing knowledge [1][2][10] - The influx of capital from various sources, including professor funds and government-backed investments, has created a supportive environment for entrepreneurs, although challenges such as talent imbalance and increased competition are emerging [2][14][17] Government Support and Policies - Shenzhen's government has implemented numerous supportive policies, including low-interest loans and housing assistance, to alleviate the financial burdens on startups [5][12] - The "six ones" initiative in Nanshan district provides comprehensive support for early-stage entrepreneurs, addressing their needs from housing to funding [5][12] - Despite the generous policies, some entrepreneurs feel that the support is more of a bonus rather than a necessity for survival, emphasizing the importance of product viability over government assistance [7][12] Talent and Workforce - The talent pool in Shenzhen is strong in hardware but lacks sufficient software expertise, leading to a reliance on hiring from cities like Beijing and Shanghai for core algorithm development [7][8][12] - The city has a high density of young talent, particularly in AI hardware, but struggles to attract top-tier software engineers, resulting in higher salary premiums for such positions [7][8][12] Entrepreneurial Ecosystem - Shenzhen's entrepreneurial ecosystem is characterized by a network of hardware solution companies that facilitate the rapid development of prototypes and products for startups [9][10] - The city has a well-established supply chain that supports hardware development, allowing entrepreneurs to outsource various components of their projects efficiently [9][10] - Crowdfunding has become a significant avenue for startups to gain visibility and funding, with many successful projects emerging from Shenzhen [10][11] Investment Landscape - The investment landscape in Shenzhen is vibrant, with significant interest from venture capital firms, particularly in the "AI + hardware" sector, as traditional software investments face uncertainty [14][17] - A three-tiered funding structure has emerged, comprising venture capital, professor-led funds, and government investments, creating a comprehensive support network for entrepreneurs [17][18] - Entrepreneurs are under pressure to secure funding quickly, as the current capital influx is seen as a temporary opportunity that may not last beyond 2026 [18][19]

Core Insights - Zebra Technologies will present at the Citi Global Industrial Tech & Mobility Conference on February 17, 2026, at 8:00 a.m. U.S. Eastern Time [1] - The company is recognized as a leader in digitizing and automating workflows, providing solutions across various industries including retail, manufacturing, transportation, logistics, and healthcare [1] Financial Announcements - Zebra Technologies is set to report its fourth quarter and full year 2025 financial results on February 12, 2026, with a conference call scheduled for 7:30 a.m. CT (8:30 a.m. ET) [1] - The company announced strong third-quarter results for the period ending September 27, 2025, attributing success to solid demand, lower-than-expected tariffs, and effective operational execution [1]

Market Overview - The current leadership rotation in the market is seen as healthy, with over 68% of the S&P 500 above its 200-day moving average, indicating a strong market condition [2] - The S&P 500 has 17% of its components making new highs, while only 3% are making new lows, suggesting positive market momentum [3] Sector Performance - The technology sector, particularly software stocks like Salesforce and Adobe, is experiencing significant challenges, with Salesforce being highlighted as a major laggard [3][8] - The Dow Jones Industrial Average reached a milestone of 50,000, with a third of its components making new highs, reinforcing the notion of a strong secular bull market [4][5] Earnings Insights - Earnings growth remains a key narrative, but the market reaction to earnings reports has been mixed, with companies like Meta and Microsoft facing sell-offs despite solid earnings [6][7] - Upcoming earnings reports from companies such as Apploven, Unity Software, and Data Dog are anticipated to provide further insights into the software sector's performance [11] Investment Strategies - There is a shift towards more stable, dividend-paying stocks in the current market environment, with companies like Coca-Cola and Exxon Mobil being recommended for long-term investment [18][20] - The focus is on identifying individual companies within the software sector that can differentiate themselves and provide guidance to alleviate market fears [12][14] Future Outlook - The market is expected to remain volatile, with attention on upcoming economic indicators such as unemployment numbers and CPI inflation data [8] - The potential for recovery in the software sector is contingent on individual company performance and market sentiment towards technology stocks [10][12]