Key TakeawaysU.S. futures edged higher with S&P 500 E-minis up 0.1% and Nasdaq 100 futures rising 0.2%, signaling a positive open.Apple (AAPL) gets a boost as YouTube (GOOGL) finally launches a dedicated app for the Vision Pro, filling a major gap in the headset's ecosystem two years after its debut.Taiwan's President hailed a new U.S. trade and tariff deal as a "pivotal moment," securing significant benefits and strengthening the high-tech strategic partnership.Paramount (PARA) is reportedly in talks to no ...

Financial Data and Key Metrics Changes - The company reported record total revenues of $219.0 million for the full year 2025, a 22% increase from $179.5 million in 2024, and Q4 revenues of $62.4 million, up 25% year-over-year from $50.1 million [15][19] - Gross margin for Q4 was 77%, and operating margin was 24%, while for the full year, gross margin was 76% and operating margin was 21%, exceeding previous long-term targets [19][23] - Earnings per share (EPS) for the full year was $0.94, reflecting a 12% growth from $0.84 in the prior year [21] Business Line Data and Key Metrics Changes - Platform revenue for Q4 was $52.5 million, up 20% year-over-year, while volume-based revenue was $9.9 million, up 58% [16] - For the full year, platform revenue was $181.0 million, a 15% increase, and volume-based revenue was $38 million, up 70% year-over-year [17] - Recurring revenue for Q4 was $61.1 million, up 62% year-over-year, and for the full year, it was $205.1 million, a 41% increase [17] Market Data and Key Metrics Changes - The semiconductor industry is projected to exceed $1 trillion in revenue, with increasing complexity in manufacturing processes driving demand for AI-driven collaboration [4][12] - The company anticipates continued growth in 2026, consistent with a long-term target of 20% CAGR, driven by increased customer activity across various segments [12][23] Company Strategy and Development Direction - The company aims to evolve from an analytics platform provider to an AI-driven collaboration platform, enhancing its offerings to meet the needs of customers in the semiconductor industry [5][11] - Strategic acquisitions, such as secureWISE, and partnerships with companies like SAP are integral to expanding the company's capabilities and market reach [7][18] - The focus for the next phase includes establishing orchestration, analytics, and data components across the industry [11][23] Management's Comments on Operating Environment and Future Outlook - Management highlighted the accelerating need for AI-driven collaboration in the semiconductor industry, with expectations for increased customer activity in 2026 [12][23] - The company is optimistic about launching advanced memory solutions and expanding its eProbe machine installations, anticipating nearly doubling the number in the field [12][23] - Management expressed confidence in achieving revenue growth consistent with long-term targets, even without inorganic growth contributions [13][23] Other Important Information - The company ended 2025 with a backlog of $254 million and generated positive operating cash flow of approximately $24 million [18][22] - Capital expenditures for 2025 were approximately $33 million, primarily related to DirectScan systems, with expectations for similar spending in 2026 [22] Q&A Session Summary Question: Clarification on DirectScan systems shipped - The company confirmed that four DirectScan systems were shipped in 2025, with a total of six currently in the field [30] Question: CapEx spending and future expectations - Management indicated that CapEx spending in 2026 is expected to be managed evenly throughout the year, with potential variations [38] Question: SAP relationship and expectations - The company continues to see increased needs for orchestration and expects to build on its partnership with SAP to enhance customer engagement [42][44] Question: Balance sheet and debt levels - Management expressed comfort with current debt levels, indicating a focus on balancing CapEx spending while gradually paying down debt [46][49] Question: Revenue methodology and growth expectations - The company provided insights into its new revenue categorization, emphasizing the importance of volume-based revenue and cross-selling opportunities with secureWISE [52][56]

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv U.S. Trade Representative Jamieson Greer said in a statement that the agreement will boost export opportunities for U.S. farmers, ranchers, fishermen, workers, and manufacturers. "This agreement also builds on our longstanding economic and trade relationship with Taiwan and will significantly enhance the resilience of our supply chains, particularly in high-technology sectors," Greer added. US ...

SANTA CLARA, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor and electronics ecosystem, today announced financial results for its fourth quarter and full year ended December 31, 2025. Financial Highlights of Fourth Quarter 2025 ●Record quarterly total revenues of $62.4 million, up 25% over last year’s comparable quarter●GAAP gross margin of 73% and non-GAAP gross margin of 77%●GAAP operating margin of 6% a ...

As of this writing, Micron shares are currently up 2.9%, Sandisk shares are up 6.2%, Western Digital shares are up 3%, and Seagate shares are up 2.5%.While all four companies make memory chips, Western Digital and Seagate primarily focus on computer storage, leaving Micron and Sandisk as the two primary memory chip makers traded on U.S. exchanges. And those two companies are getting a lot of attention, not just today, but as of late, due to the memory chip shortage that global supply chains are currently de ...

US stock market crashes today: Wall Street plunges as AI “scare trade” spreads from software to logistics: The Dow Jones Industrial Average fell 581 points to 49,540, the S&P 500 dropped 1.15% to 6,861, and the Nasdaq Composite slid 1.56% to 22,707 on renewed Major technology and AI-linked stocks were under pressure. NVIDIA Corporation hovered near $190 on heavy 94 million share volume. Intel Corporation fell over 2%. Netflix, Inc. dropped more than 4%. Palantir Technologies Inc. slid more than 6%. The tri ...

前言 《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①云计算+算力租赁+液冷+智谱AI+AI应用+芯片+机器人！这家公司拟不超40亿元采购设备及配件用于云 计算业务及技术产品研发；②光模块+商业航天+芯片+量子科技！这家公司精密光学元组件产品满足商业 航天卫星激光通信领域要求且已有小批量向客户交付并开展验证；③存储芯片+光刻胶+无人驾驶+锂电 池！公司光刻胶及高纯化学品已用于存储芯片制造。 ...

Nova (NasdaqGS:NVMI) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Company ParticipantsGaby Waisman - President and CEOGuy Kizner - CFOMichael Mani - Equity Research AssociateMiri Segal - CEOConference Call ParticipantsCharles Shi - AnalystElizabeth Sun - Equity Research AnalystEzra Weener - AnalystMatthew Presto - AnalystShane Brett - Equity Research AnalystVedvati Shrotre - Director and Equity Research AnalystOperatorGood day, and welcome to the Nova Ltd. fourth quarter and full year 2025 financial ...

Nova (NasdaqGS:NVMI) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Speaker8Good day, and welcome to the Nova Ltd. fourth quarter and full year 2025 financial results conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on a touchtone phone. To withdraw your questi ...

《科创板日报》2月12日讯（记者 郭辉）华虹公司发布2025年第四季度业绩公告。 | | | | ו. ו׳׳ איז מא | | | | --- | --- | --- | --- | --- | --- | | 按技术平台划分的 | | 二零二五年 二零二五年 二零二四年 | | 二零二四年 | 同比 | | 销售收入 | 第四季度 | 第四季度 | 第四季度 | 第四季度 | | | | 千美元 | % | 千美元 | % | 千美元 | | | (未经审核) | (未经审核) | (未经审核) | (未经审核) | | | 嵌入式非易失性存储器 | 180.187 | 27.3 % | 137.184 | 25.4 % | 43.003 | | 独立式非易失性存储器 | 56,610 | 8.6 % | 46.056 | 8.5 % | 10.554 | | 功率器件 | 168.859 | 25.6 % | 164.954 | 30.7 % | 3.905 | | 逻辑及射频 | 80.424 | 12.2 % | 67.491 | 12.5 % | 12,933 | | 模拟与电源管理 | 17 ...