Key Takeaways Viasat unveiled a unified global Ka-band SATCOM network for government and military customers.VSAT's network integrates its satellites, Global Xpress assets and partner systems into one architecture.Viasat's Ka-band network delivers up to 200 Mbps speeds with enhanced resilience and global coverage.Viasat, Inc. (VSAT) announced a major upgrade to its network capabilities for government and military customers. The company is unifying its Viasat Ka-band satellites, the Global Xpress satellite fl ...

It has been about a month since the last earnings report for AST SpaceMobile, Inc. (ASTS) . Shares have added about 7.3% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is AST SpaceMobile due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for AST SpaceMobile, Inc. before we dive into how investors and analysts have reacted as of late.ASTS ...

Key Takeaways NOK partners with Airtel to open up network capabilities through the Network as Code platform.Airtel's APIs will be offered by subscription, enabling AI, 5G and edge-based developer solutions.NOK expands its ecosystem with 60 partners and recent alliances across security and FTTH.Nokia (NOK) has announced a new collaboration with Bharti Airtel to provide third-party developers access to the operator’s network capabilities via Nokia’s Network as Code platform and developer portal. This partners ...

Core Insights - Nokia and Senetas Corporation have formed an alliance to provide integrated, mission-critical security solutions for modern defense environments, combining Nokia's network solutions with Senetas' quantum-resistant encryption technology [1][11]. Partnership Overview - The collaboration aims to enhance security for high-speed, geographically dispersed operations against sophisticated cyber threats by integrating Nokia's Optical LAN, IP, and Optical portfolios with Senetas' advanced encryption [2]. - This partnership offers robust, end-to-end protection from core networks to tactical edges, addressing the need for enhanced sovereign defense capabilities and critical infrastructure resilience in Asia [3]. Security Enhancements - The alliance focuses on eliminating vulnerabilities across the entire communications chain, including data centers and frontline environments, which are crucial for Intelligence, Surveillance, and Reconnaissance (ISR) and combat operations [4]. - Senetas' quantum-resistant encryption provides military-grade protection across various mission environments, safeguarding critical assets from advanced cyber threats [4]. Compliance and Standards - The Nokia-Senetas solution enables defense and government organizations to maintain data integrity and confidentiality while adhering to stringent security certification requirements, including FIPS and Common Criteria [5]. - The partnership emphasizes a commitment to sovereign, trusted solutions, leveraging Nokia's leadership in secure networks and Senetas' independently certified encryption technology [5]. Strategic Benefits - Nokia's management highlighted the company's role as a trusted partner in the defense community, enhancing its quantum-safe capabilities through this partnership to meet specific defense requirements [6]. - The strategic alliance is expected to significantly benefit Nokia, as it continues to pursue growth in various segments, including Network Infrastructure and Cloud services [9].

Core Insights - Workday, Inc. (WDAY) reported strong third-quarter fiscal 2026 results, with both revenue and net income exceeding Zacks Consensus Estimates, driven by customer wins across various industries and a focus on innovation and AI integration [1][9] Financial Performance - Net income on a GAAP basis was $252 million or 94 cents per share, up from $193 million or 72 cents in the year-ago quarter, with non-GAAP net income per share at $2.32 compared to $1.89 previously, beating estimates by 19 cents [2] - Net sales for the quarter reached $2.43 billion, an increase from $2.16 billion year-over-year, surpassing the Zacks Consensus Estimate by $17 million [3] Revenue Breakdown - Subscription services revenues were $2.24 billion, up from $1.95 billion in the prior year, while total subscription revenue backlog was $25.96 billion, reflecting a 17% year-over-year increase [5] - Professional services revenues were $188 million, slightly down from $201 million in the previous year, but still beating estimates of $180.1 million [5] Customer Growth and Industry Demand - The company experienced strong traction in sectors such as tech, media, financial services, healthcare, and education, with notable new customer wins and expansion agreements [4][9] Operating Metrics - Operating income for the quarter was $259 million, compared to $165 million in the year-ago quarter, with non-GAAP operating income at $692 million, reflecting improved margins [6] Cash Flow and Liquidity - Workday generated $588 million in cash from operating activities, up from $406 million in the prior-year quarter, and had cash and cash equivalents of $6.84 billion as of October 31, 2025 [7] Future Outlook - For the fourth quarter of fiscal 2026, Workday expects subscription services revenues to be $2.35 billion, indicating a growth of 14%, with a non-GAAP operating margin projected at 28.5% [8] - For the full fiscal year 2026, subscription revenues are anticipated to reach $8.82 billion, also reflecting a 14% year-over-year growth [10]

分组1 - Clearfield (CLFD) reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, compared to a loss of $0.06 per share a year ago, representing an earnings surprise of +44.44% [1] - The company posted revenues of $41.1 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 16.89%, and down from $46.77 million year-over-year [2] - Clearfield has surpassed consensus EPS estimates four times over the last four quarters and topped consensus revenue estimates two times during the same period [2] 分组2 - The stock has underperformed the market, losing about 5.2% since the beginning of the year, while the S&P 500 has gained 14% [3] - The current consensus EPS estimate for the coming quarter is breakeven on $44.35 million in revenues, and $0.67 on $208 million in revenues for the current fiscal year [7] - The Zacks Industry Rank indicates that the Wireless Equipment sector is in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Insights - Investors are evaluating the value opportunities in Wireless Equipment stocks, specifically comparing Ericsson (ERIC) and InterDigital (IDCC) [1] Valuation Metrics - Both Ericsson and InterDigital currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3] - Ericsson has a forward P/E ratio of 12.90, while InterDigital has a forward P/E of 23.89, suggesting that Ericsson may be undervalued compared to InterDigital [5] - The PEG ratio for Ericsson is 1.53, and for InterDigital, it is 1.59, indicating similar expected earnings growth rates [5] - Ericsson's P/B ratio is 2.9, compared to InterDigital's P/B of 7.87, further supporting the notion that Ericsson is the more attractive value option [6] - Based on these valuation metrics, Ericsson has earned a Value grade of A, while InterDigital has a Value grade of C, reinforcing the conclusion that Ericsson presents a superior value opportunity [6]

Core Insights - ViaSat (VSAT) reported quarterly earnings of $0.09 per share, exceeding the Zacks Consensus Estimate of a loss of $0.11 per share, and showing improvement from a loss of $1.07 per share a year ago [1] - The earnings surprise was +181.82%, with the company previously expected to post a loss of $0.05 per share but instead reported earnings of $0.17, resulting in a surprise of +440% [2] - The company generated revenues of $1.14 billion for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.68%, but showing an increase from $1.12 billion year-over-year [3] Financial Performance - ViaSat has surpassed consensus EPS estimates two times over the last four quarters [2] - The company has also topped consensus revenue estimates two times in the last four quarters [3] - Year-to-date, ViaSat shares have increased by approximately 317%, significantly outperforming the S&P 500's gain of 14.3% [4] Future Outlook - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook [4][5] - Current consensus EPS estimate for the upcoming quarter is $0.84 on revenues of $1.17 billion, and for the current fiscal year, it is $1.69 on revenues of $4.67 billion [8] - The Zacks Rank for ViaSat is currently 3 (Hold), indicating expected performance in line with the market in the near future [7] Industry Context - The Wireless Equipment industry, to which ViaSat belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Core Insights - Ubiquiti Inc. reported quarterly earnings of $3.46 per share, exceeding the Zacks Consensus Estimate of $2.48 per share, and showing a year-over-year increase from $2.14 per share, resulting in an earnings surprise of +39.52% [1] - The company achieved revenues of $733.77 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.50% and increasing from $550.34 million year-over-year [2] - Ubiquiti's stock has increased approximately 128.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 14.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.75, with expected revenues of $684.38 million, and for the current fiscal year, the EPS estimate is $11.97 on revenues of $2.89 billion [7] - The estimate revisions trend for Ubiquiti was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Wireless Equipment industry, to which Ubiquiti belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

In the latest close session, AST SpaceMobile, Inc. (ASTS) was down 7.25% at $65.28. The stock trailed the S&P 500, which registered a daily loss of 1.12%. On the other hand, the Dow registered a loss of 0.84%, and the technology-centric Nasdaq decreased by 1.9%. The company's shares have seen a decrease of 13.33% over the last month, not keeping up with the Computer and Technology sector's gain of 3.58% and the S&P 500's gain of 1.26%.Market participants will be closely following the financial results of AS ...