Core Insights - NETGEAR will host an Investor Day on November 17, 2025, to showcase business transformation progress and long-term growth strategy [1] - The event will feature updates from the leadership team, including a financial outlook and a live Q&A session [2] Event Details - Date: November 17, 2025 - Time: 2:00 p.m. – 4:00 p.m. ET - Location: New York City, New York - Registration for the webcast is available online [1][2] Leadership Presentations - CEO CJ Prober will provide an introduction and transformation update - Pramod Badjate, President & General Manager of NETGEAR Enterprise, will discuss enterprise strategies - Jonathan Oakes, Senior Vice President & General Manager of Consumer, will cover consumer insights - CFO Bryan Murray will present the financial outlook [2] Company Overview - NETGEAR, founded in 1996, is a leader in innovative networking technologies for businesses and consumers - The company offers a range of solutions including switches, routers, and security features designed for both small and medium enterprises and home users [4]

Core Insights - Ubiquiti Inc. reported revenues of $733.8 million for the first quarter of fiscal 2026, marking a 3.3% decrease from the previous quarter but a 33.3% increase year-over-year [8][9][18] - The company declared a cash dividend of $0.80 per share, payable on November 24, 2025 [2] Financial Performance - Revenues breakdown: - Enterprise Technology: $657.1 million (up from $470.2 million year-over-year) - Service Provider Technology: $76.6 million (down from $80.2 million year-over-year) [3][4] - Gross profit was $337.4 million with a gross margin of 46.0%, an increase from 45.1% in the previous quarter and 42.1% year-over-year [10][11] - Operating expenses totaled $75.7 million, leading to income from operations of $261.7 million [3][25] Net Income and Earnings - GAAP net income was $207.9 million, reflecting a 62.4% increase year-over-year, with GAAP diluted EPS at $3.43 [18][25] - Non-GAAP net income was $209.3 million, with non-GAAP diluted EPS at $3.46, also showing significant year-over-year growth [18][26] Research and Development - R&D expenses were $48.5 million, up from $38.0 million year-over-year, driven by higher employee-related costs [12][13] Sales, General and Administrative Expenses - SG&A expenses were $27.1 million, a decrease from the previous quarter but an increase from the same period last year [14][15] Interest Expense - Interest expense and other net expenses were $3.2 million, consistent with the previous quarter and a decrease from $10.6 million year-over-year [16][17] Revenue by Geography - North America: $382.8 million (up from $271.2 million year-over-year) - Europe, the Middle East, and Africa: $263.1 million (up from $204.9 million year-over-year) - Asia Pacific: $53.1 million (up from $40.9 million year-over-year) - South America: $34.7 million (up from $33.3 million year-over-year) [7][8]

Core Points - Lumen Technologies will host an Investor Day meeting on February 25, 2026, to discuss its financial goals and long-term growth strategies [1][2] - The event will be led by CEO Kate Johnson and CFO Chris Stansbury at The Mandarin Oriental Hotel in New York, with an online webcast available [2] - A replay and summary materials will be accessible online approximately 24 hours after the event [3] Company Overview - Lumen Technologies aims to unleash the world's digital potential by connecting people, data, and applications efficiently and securely [4] - The company positions itself as a trusted network for AI, leveraging its extensive network to help businesses maximize AI's capabilities [4]

Core Insights - Extreme Networks reported a 15% year-over-year increase in revenue for Q1 fiscal 2026, marking the sixth consecutive quarter of sequential growth [1][4] - The company's SaaS Annual Recurring Revenue (ARR) rose by 24% year-over-year, indicating strong momentum in its subscription model [1][4] - The CEO highlighted improved execution, increasing customer demand, and interest in AI-powered networking solutions as key drivers of growth [2][4] Financial Performance - Total revenue for Q1 2026 was $310.2 million, up from $269.2 million in Q1 2025, reflecting a $41 million increase [4][6] - GAAP diluted EPS improved to $0.04, compared to a loss of $0.08 in the previous year [4][8] - Non-GAAP diluted EPS was $0.22, up from $0.17 year-over-year [4][8] Margins and Profitability - GAAP gross margin was 60.6%, down from 63.0% in the prior year [4][6] - Non-GAAP gross margin decreased to 61.3% from 63.7% year-over-year [4][8] - The company achieved a GAAP operating profit margin of 3.6%, compared to a loss margin of 1.8% in the previous year [4][8] Cash Flow and Liquidity - The ending cash balance was $209.0 million, a decrease of $22.7 million from the previous quarter but an increase of $49.5 million year-over-year [7][9] - Net cash for Q1 was $7.8 million, down from $51.7 million at the end of Q4 2025 [7][9] Business Outlook - For Q2 fiscal 2026, the company targets total net revenue between $309.0 million and $315.0 million [11][12] - The full-year fiscal 2026 revenue guidance is set between $1,247.0 million and $1,264.0 million [13] Recent Key Highlights - Significant wins include a major government contract in APAC and partnerships with various organizations to enhance their networking capabilities [7][8] - The deployment of Extreme's solutions in notable venues like the T-Mobile Center and Hyatt Regency Samarafushi Maldives showcases the company's expanding market presence [7][8]

Core Points - Extreme Networks has opened registration for its Investor Day scheduled for November 10, 2025, at the Nasdaq MarketSite in New York City [1][6] - The company has announced its investor conference schedule for October and November 2025, including participation in various conferences [5][6] Company Overview - Extreme Networks, Inc. is a leader in AI-powered cloud networking, providing solutions that help businesses connect devices, applications, and users [3] - The company emphasizes the use of artificial intelligence, analytics, and automation to address industry challenges and drive innovation [3] Upcoming Events - Investor Day on November 10, 2025, at 11:00 a.m. ET [5] - Participation in the Annual Needham Tech Week Conference on November 21, 2025 [5] - Attendance at the UBS Global Technology & AI Conference on December 3, 2025 [5] - Involvement in the Raymond James TMT and Consumer Conference on December 10, 2025 [5]

Core Insights - NETSCOUT Systems, Inc. is enhancing its solutions to help cable providers and multiple service operators (MSOs) improve customer experience while reducing operational costs [1][4][5] Industry Overview - The demand for high-speed, scalable Internet infrastructure is driven by streaming entertainment, gaming, interactive content, and home automation, with the number of IoT devices expected to grow from 19.8 billion in 2025 to over 40.6 billion by 2034 [2] - The fiber-to-the-home (FTTH) market is projected to grow from $56.03 billion in 2024 to $110.44 billion globally by 2030 [2] Company Solutions - NETSCOUT's Omnis™ AI Insights provides real-time network visibility and high-quality user experiences for video streaming and OTT services, helping MSOs lower operational costs by resolving issues remotely [4][5] - The solution supports AI and machine learning processes, enabling MSOs to predict and avoid service outages and prioritize support efforts based on the impact on subscribers [5][6] - Deep-packet inspection (DPI) technology is utilized to enhance customer experience metrics and reduce costs, which is crucial in the competitive content delivery landscape [6]

Core Insights - Vecima Networks Inc. reported a quarterly revenue of $68.8 million and a full-year revenue of $285.9 million for the fiscal year ending June 30, 2025, reflecting a decrease from $291.0 million in the previous year [1][14] - The company experienced a significant decline in gross margin, with Q4 gross margin at 27.3% compared to 47.9% in Q4 FY24, and full-year gross margin at 38.3% compared to 48.7% in FY24 [2][14] - Net loss for the fourth quarter was $(13.2) million, resulting in a full-year net loss of $(17.8) million, contrasting with a net income of $19.4 million in FY24 [2][14] Financial Highlights - Q4 FY25 revenue decreased by 21.4% year-over-year from $87.5 million in Q4 FY24 [2] - Full-year revenue decreased by 1.8% from $291.0 million in FY24 [2] - Adjusted EBITDA for FY25 was $28.9 million, down from $53.2 million in FY24 [2][14] - Adjusted gross margin for FY25 was 40.6%, down from 49.2% in FY24 [2][14] Business Segment Performance - Video and Broadband Solutions (VBS) segment achieved full-year sales of $237.9 million, consistent with $236.1 million in FY24, but Q4 sales decreased by 22.2% year-over-year [12] - Entra DAA sales increased by 5% year-over-year to a record $222.7 million, with Q4 sales growing 26% quarter-over-quarter [15][38] - Content Delivery and Storage (CDS) segment generated full-year sales of $40.1 million, down 17% from $48.2 million in FY24 [21] Strategic Developments - Vecima's new vCMTS solution achieved its first revenue in Q4 FY25, marking a significant milestone in the company's product offerings [6][15] - The company secured a multi-year vCMTS contract with Cox Communications, positioning itself strongly in the growing vCMTS market, projected to reach $350 million annually by 2028 [9][15] - The launch of the EN3400, a compact version of the EN9000, is expected to contribute meaningfully to FY26 revenues [9][15] Market Outlook - The company anticipates a strong outlook for FY26, driven by ongoing customer rollouts and the introduction of higher-margin products [10][29] - Vecima expects to return to strong annual growth and achieve new record quarterly run rates as it exits FY26 [10][29] - The company has built a comprehensive portfolio of innovative cable and fiber access products, establishing multiple growth engines as global adoption of DAA increases [10][29]