Core Insights - Capgemini exceeded its revenue growth objectives for 2025, achieving a revenue of €22,465 million, which represents a year-on-year increase of +1.7% and a constant currency growth of +3.4% [8][11] - The company reported a stable operating margin of 13.3% of revenues, with net profit decreasing by -4.2% to €1,601 million [9][15] - Capgemini's strategic focus on AI, cloud, and digital services has driven growth, with generative AI accounting for over 10% of Group bookings in Q4 [4][7] Financial Performance - Revenues for 2025 reached €22,465 million, up +1.7% from 2024, with a constant currency growth of +3.4% [8][11] - Operating profit decreased to €2,199 million, representing 9.8% of revenues, down from 10.7% in 2024 [9][13] - Basic earnings per share fell by -3.7% to €9.46, while normalized earnings per share increased by +5.8% to €12.95 [15] Market Dynamics - The demand for Capgemini's services in cloud, data, and AI has been strong, particularly in North America and the UK, where revenues grew by +7.3% and +10.5% respectively [20][21] - The company has seen a significant increase in bookings, with a total of €24.4 billion for the year, reflecting a book-to-bill ratio of 1.08 [12] - Capgemini's strategic acquisition of WNS has enhanced its capabilities in delivering AI-powered operations [6] Regional Performance - North America accounted for 29% of Group revenues, with a +7.3% increase at constant exchange rates, driven by strong performance in Financial Services [20] - The UK and Ireland region saw a +10.5% revenue increase, primarily from Financial Services and Public sectors [21] - France experienced a revenue decline of -4.1%, attributed to challenges in the Manufacturing and Energy sectors [22] Strategic Initiatives - Capgemini plans to invest approximately €700 million over the next two years for workforce and skills adaptation initiatives [5][38] - The company aims for revenue growth of +6.5% to +8.5% in 2026, with an operating margin target of 13.6% to 13.8% [7][42] - Capgemini is focusing on AI-led transformation programs and intelligent operations to drive future growth [7][10] ESG Performance - Capgemini has made significant progress in its ESG commitments, achieving a 94% reduction in Scope 1 and 2 emissions and reaching 100% renewable electricity for all operations [33][34] - The company aims to maintain a gender balance of 40% women in its global workforce and has achieved 30.5% in executive leadership positions [35] - Capgemini's commitment to responsible business practices is reflected in 72% of total purchases made with ESG-compliant suppliers [36]

Core Insights - Atlassian (TEAM) reported Q2 fiscal 2026 earnings of $1.22 per share, exceeding the Zacks Consensus Estimate of $1.12, and up from $0.96 per share a year ago, marking a 20.67% earnings surprise over the last four quarters [1][9] Financial Performance - Revenues for the quarter ended December 2025 were $1.59 billion, surpassing the Zacks Consensus Estimate by 3%, compared to $1.29 billion in the same quarter last year [2][9] - Subscription revenues increased by 24.3% year over year to $1.51 billion, driven by strong Cloud migrations, paid seat expansion, and enterprise adoption [3][9] - Cloud revenues reached $1.07 billion, up 26% year over year, while Data Center revenues rose 20% to $435.6 million [4] - Non-GAAP gross profit was $1.39 billion, with a non-GAAP gross margin of 88%, an increase of 300 basis points from the prior year [4] Operating Metrics - Non-GAAP operating income increased to $430.2 million, with a non-GAAP operating margin of 27%, up 100 basis points year over year [5][9] - The company held $1.6 billion in cash, cash equivalents, and marketable securities as of December 31, 2025, generating $177.8 million in operating cash flow and $168.5 million in free cash flow during the quarter [6] Future Guidance - For Q3 fiscal 2026, Atlassian projects revenues between $1.689 billion and $1.697 billion, indicating a 21% year-over-year growth, with a non-GAAP gross margin expected to remain at 88% [7] - The Zacks Consensus Estimate for Q3 fiscal 2026 earnings is $1.29, reflecting a 33% year-over-year growth, while total revenue growth for fiscal 2026 is anticipated to be approximately 22% [8]

Core Viewpoint - Piper Sandler considers the recent selloff of Roblox Corporation (NYSE:RBLX) as exaggerated, attributing it to broader software market weakness and end-of-January ETC purges, while highlighting the company's discounted valuation ahead of upcoming earnings [1]. Group 1: Market Analysis - Gaming stocks, including Roblox, experienced volatility, with Piper Sandler noting that the selloff on January 30, 2026, was influenced by new AI capabilities and market conditions [1]. - Wedbush lowered its price target for Roblox from $165 to $110 but maintained an 'Outperform' rating, citing strong engagement metrics despite challenges [2]. Group 2: Financial Projections - Wedbush adjusted its FY26 estimates for Roblox, reducing Bookings growth from 24% to 18% and EBITDA margin from 23% to 21%, indicating potential guidance below market expectations for the fourth quarter [2]. Group 3: Company Overview - Roblox Corporation provides online gaming services through its Roblox Client, Studio, and Cloud, allowing users and developers to create and engage in immersive 3D experiences on its platform [3].

Alphabet (GOOGL) stock crashed today, Feb 5: Alphabet Inc. (GOOGL) sent shockwaves through Wall Street on Thursday as its shares plummeted 7% to $309.32, marking the tech giant's steepest intraday decline since May. Despite posting a robust $97.23 billion in fourth-quarter sales—beating the $95.2 billion consensus—the market recoiled at a staggering 55% jump in projected capital expenditures. ’s parent company shocked analysts by forecasting up to $185 billion in 2026 infrastructure spending, nearly $65.5 b ...

Core Insights - Telecom and media firms in EMEA are experiencing increasingly interconnected digital environments due to the influence of AI, cloud, and 5G technologies [1] Group 1 - The operating models of telecom and media companies are being reshaped by advancements in AI, cloud computing, and 5G [1]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Core Insights - CDW's fourth-quarter performance exceeded expectations, driven by strong growth in software, cloud, and professional managed services, leading to the highest gross margin of the year at 22.8% [3][5][7] Financial Performance - For Q4, CDW reported net sales of $5.5 billion, a 5% increase year over year, with gross profit ranging from $1.25 billion to $1.3 billion, reflecting a 9% increase [4][7] - Non-GAAP diluted EPS for the quarter was $2.57, up 4%, while non-GAAP operating income was approximately $502 million to $503 million, up roughly 1% [4][7] Market Dynamics - The company anticipates a low-single-digit growth in the U.S. IT market for 2026, targeting 200 to 300 basis points of outperformance [5][18] - CDW's revenue mix is shifting towards higher-margin categories such as cloud and SaaS, with netted down revenues representing 36.1% of gross profit in Q4, up from 35.8% year over year [13] Segment Performance - Double-digit growth was observed in software, cloud, and professional managed services, with cloud contributing approximately half of the gross profit growth for the quarter [3][9] - Small business sales grew by 18%, driven by cloud consumption and modernization of client devices, while corporate sales declined by 1% due to slowing hardware solutions [8][11] Operational Efficiency - Non-GAAP SG&A expenses increased by 14.6% year over year to $752 million, primarily due to higher commissions and performance-based expenses [14] - Adjusted free cash flow for Q4 was $418 million, with a full-year total of $1.09 billion, representing 82% of non-GAAP net income [15] Capital Allocation - CDW returned nearly $1 billion to shareholders in 2025 through dividends and share repurchases, exceeding its initial target of 50% to 75% of adjusted free cash flow [17] - The company plans to continue returning 50% to 75% of adjusted free cash flow to shareholders in 2026 while remaining active in M&A [17]

Core Insights - AIGH Capital Management LLC has completely sold its stake in Lumen Technologies, with the transaction valued at approximately $15.61 million based on quarterly average pricing [1][2]. Company Overview - Lumen Technologies is a prominent provider of telecommunications and technology solutions, utilizing a vast fiber network and advanced services to facilitate digital transformation for businesses and consumers [6]. - As of February 2, 2026, Lumen's stock price was $8.82, with a market capitalization of $9.05 billion and a total revenue of $12.69 billion over the trailing twelve months (TTM) [4]. - The company reported a net income loss of $1.65 billion (TTM) [4]. Recent Performance - Lumen Technologies' stock has increased by 78.5% over the past year, significantly outperforming the S&P 500 by 64.2 percentage points [8]. - The company has successfully leveraged its fiber network to support major artificial intelligence (AI) companies with data center connectivity, contributing to its recent stock surge [10]. Strategic Moves - Lumen Technologies has made strategic investments in fiber and cloud capabilities to enhance its competitive position in the evolving communications and enterprise markets [6]. - The company sold its mass market fiber business to AT&T for $5.75 billion, which has helped fund its new buildout initiatives [10].

SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (NASDAQ: SMCI) ("Supermicro†or the "Company†), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its second quarter of fiscal year 2026 ended December 31, 2025. Second Quarter Fiscal Year 2026 Highlights Net sales of $12.7 billion versus $5.0 billion in Q1'26 and $5.7 billion in Q2'25 Gross margin of 6.3% versus 9.3% in Q1'26 and 11.8% in Q2'25 Net income of $401 millio. ...

On February 2, 2026, CapWealth Advisors, LLC disclosed a buy of Lumen Technologies (NYSE:LUMN) shares worth an estimated $9.92 million, based on quarterly average pricing, in a Securities and Exchange Commission (SEC) filing. Lumen Technologies delivers integrated communications and fiber infrastructure services to business and residential customers worldwide. What happened According to a Securities and Exchange Commission (SEC) filing dated February 2, 2026, CapWealth Advisors, LLC bought 704,970 addi ...