Microsoft said it plans to invest more than $1 billion in Thailand over the next two years in cloud and artificial intelligence infrastructure, as demand for AI computing continues to grow in the regi... ...

It has been about a month since the last earnings report for ADTRAN Holdings (ADTN) . Shares have added about 30.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is ADTRAN Holdings due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.ADTRAN Beats Q4 Earnings Estimates on Heal ...

Accenture Plc reported an 8% increase in revenue to $18 billion, surpassing the Bloomberg consensus estimate of $17.86 billion, according to its earnings statement released on Thursday. The Dublin-based firm also recorded its highest-ever second-quarter bookings, which rose 6% to $22.1 billion. Diluted earnings per share for the quarter grew 4% to $2.93.The company said it now expects full-year revenue growth of 4% to 6% in local currency, compared with its earlier guidance of 3% to 5%, excluding an estima ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Insights - Oracle reported $17.19 billion in revenue for the quarter ended February 2026, marking a year-over-year increase of 21.7% and exceeding the Zacks Consensus Estimate by 1.77% [1] - The earnings per share (EPS) for the same period was $1.79, up from $1.47 a year ago, representing a surprise of 5.24% over the consensus estimate of $1.70 [1] Revenue Performance - Geographic Revenue: - Americas: $11.36 billion, exceeding the average estimate of $10.93 billion, with a year-over-year change of +26.2% [4] - Asia-Pacific: $1.87 billion, below the average estimate of $1.96 billion, with a year-over-year change of +9.1% [4] - Europe, Middle East and Africa: $3.96 billion, slightly below the average estimate of $4.01 billion, with a year-over-year change of +15.9% [4] - Revenue Breakdown: - Hardware: $714 million, slightly below the average estimate of $718.52 million, with a year-over-year change of +1.6% [4] - Software: $6.12 billion, exceeding the average estimate of $6.02 billion [4] - Services: $1.44 billion, above the average estimate of $1.33 billion, with a year-over-year change of +11.8% [4] - Cloud: $8.91 billion, slightly above the average estimate of $8.85 billion [4] - Cloud and Software combined: $15.03 billion, exceeding the average estimate of $14.87 billion [4] - Software Revenue: - Software License: $1.15 billion, slightly above the average estimate of $1.14 billion [4] - Software Support: $4.97 billion, exceeding the average estimate of $4.88 billion [4] - Cloud Revenues by Offerings: - Cloud Infrastructure: $4.89 billion, slightly above the average estimate of $4.85 billion, but down 21.1% year-over-year [4] - Cloud Applications: $4.03 billion, above the average estimate of $4.01 billion, with a year-over-year change of -16.3% [4] Stock Performance - Oracle's shares have returned -3.2% over the past month, compared to the Zacks S&P 500 composite's -2.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Stock Market Fades Off Highs After Early Strength; Oracle Soars Late As Cloud Growth Accelerates | Investor's Business DailyBREAKING: Stocks Closed Narrowly Mixed Amid Oil Swings; Oracle Jumps Late--- The Nasdaq's rally looked good for a while in the stock market Tuesday as fiber-optic, mining and data-storage stocks continued their winning ways. Early in the session, the Nasdaq rallied 0.9% and moved above its 21-day exponential average, but the gain faded to mostly flat by the close. Oil prices were volat ...

@Sony Interactive Entertainment and AMD push gaming forward across console, PC, and cloud to deliver the power behind every play. Discover more: https://www.amd.com/en/corporate/amd-story/most-trusted-companies.html *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Gaming Discord Server: https://discord.gg/amd-gaming Visit the AMD Gaming Community Website: https://www.amdgaming.com/ Like us on Facebook: https://bit.ly/AMD_on_Facebook Follow us on Twitter: https://bit.ly/AMD_On_Twitter Follow us on ...

Investment Rating - The report assigns a rating of "Outperform" for On Holdings AG, indicating an expected total return over the next 12-18 months that exceeds the relevant market benchmark [19]. Core Insights - For FY2025, On Holdings AG achieved record high revenue and gross margin, with net sales surpassing CHF 3 billion for the first time, reflecting a 30% year-on-year increase in reported currency and a 35.6% increase in fixed currency [2][8]. - The company raised its full-year guidance for 2026, projecting at least a 23% increase in net sales at fixed currency, with a compound annual growth rate of at least 30.5% from 2023 to 2026 [5][11]. - The DTC (Direct-to-Consumer) channel's share rose to 41.8%, up 110 basis points year-on-year, indicating strong growth across various regions, particularly in APAC [2][8]. Summary by Sections Financial Performance - In FY2025, net profit was CHF 203 million, down 15.9% year-on-year, while gross margin reached 62.8% and adjusted EBITDA margin hit a record high of 18.8% [2][8]. - For Q4 FY2025, net sales reached CHF 743.8 million, a 22.6% increase year-on-year, with a gross margin of 63.9%, up 180 basis points from the previous year [3][9]. Regional Performance - The Americas, EMEA (Europe, Middle East, and Africa), and APAC regions all showed robust expansion, with APAC being the standout performer, achieving a 70.8% increase in net sales in reported currency [4][10]. - By region, net sales in the Americas totaled CHF 434.3 million, up 12.8% in reported currency, while EMEA reached CHF 183 million, up 24.2% [10]. Product Categories - Multi-category expansion significantly contributed to performance growth, with apparel sales increasing by 75.5% and accessories by 135.1% on a fixed currency basis [2][8]. - Footwear net sales reached CHF 687.3 million, reflecting a 20.8% increase in reported currency, driven by high-performance running shoes and popular product lines [10].

Investment Rating - The report assigns a rating of "Outperform" for On Holdings AG, indicating an expected total return over the next 12-18 months that exceeds the return of its relevant broad market benchmark [19]. Core Insights - For FY2025, On Holdings AG achieved record high net sales exceeding CHF 3 billion, with a reported currency increase of 30% year-on-year and a fixed currency increase of 35.6%. The gross margin reached 62.8%, and adjusted EBITDA margin hit a historical high of 18.8%. However, net profit declined by 15.9% year-on-year to CHF 203 million [2][8]. - The company raised its full-year guidance for 2026, expecting net sales to increase by at least 23% at fixed currency, with a compound annual growth rate of at least 30.5% from 2023 to 2026. The gross margin is projected to rise to at least 63% compared to 2025, driven by brand appeal and operational efficiency [5][11]. Summary by Sections Financial Performance - In FY2025, net sales reached CHF 3.0 billion, with a gross margin of 62.8% and adjusted EBITDA margin of 18.8%. Net profit was CHF 203 million, down 15.9% year-on-year. Cash reserves exceeded CHF 1 billion, and inventory stood at CHF 419.8 million [2][8]. - For Q4 FY2025, net sales were CHF 743.8 million, a 22.6% increase year-on-year, with a gross margin of 63.9%, up 180 basis points from the previous year [3][9]. Regional Performance - The Americas, EMEA, and APAC regions all showed robust expansion. DTC channel sales grew approximately 20%, with APAC being the core growth engine, achieving a 70.8% increase in net sales [4][10]. - By region, net sales in the Americas totaled CHF 434.3 million, up 12.8% at reported currency. EMEA net sales reached CHF 183 million, up 24.2%, while APAC net sales hit CHF 126.5 million, up 70.8% [10]. Future Outlook - The company anticipates that DTC business will outpace wholesale business, with apparel sales expected to grow significantly faster than the overall level. The reported net sales target for 2026 is at least CHF 3.44 billion [5][11]. - The company expects a gross margin for FY2026 to hit a new record high, with an adjusted EBITDA margin forecasted between 18.5% to 19% [11].

CDW Conference Call Summary Company Overview - **Company**: CDW (NasdaqGS:CDW) - **Event**: Morgan Stanley TMT Conference - **Date**: March 02, 2026 Key Points Industry and Market Context - **Post-COVID Recovery**: The company faced challenges in 2023 and 2024 due to macroeconomic factors, elongated decision-making, and funding cycles in the public sector, leading to a temporary slowdown in growth [4][6] - **2025 Growth**: CDW experienced a sustainable return to growth in 2025, taking advantage of market share opportunities and executing effectively [4][6] Customer Insights - **Customer Sentiment**: Customers are described as cautious and intentional with their spending, prioritizing budgets without cutting them [13] - **Focus Areas**: Corporate customers are particularly focused on AI infrastructure, while small businesses have shown resilience and adaptability, focusing on security, cloud, and client devices [15][18] - **Public Sector Dynamics**: The public sector has been uneven, with state and local governments performing well, while federal funding has been choppier due to shutdowns and funding cycles [18][30] Sector Performance - **Healthcare**: The healthcare sector has been a strong performer, with expectations for continued growth as investments in verticalization pay off [15][32] - **Education**: Education spending is expected to surpass pre-pandemic levels, with positive growth anticipated in 2026 [20] - **International Business**: The international segment has shown resilience, with consistent performance across regions like the U.K., Europe, and Canada [34] Product and Infrastructure Outlook - **PC Demand**: There remains significant demand for PCs, driven by Windows 11 refresh cycles and AI-related interests, although supply constraints may impact the second half of the year [40][43] - **Enterprise Infrastructure**: Infrastructure spending has been delayed, but there is growing interest in aligning capacity to support AI, indicating a potential inflection point in spending [48][49] AI and Technology Integration - **AI as an Enabler**: CDW positions itself as an enabler of AI, with increasing customer interest in AI workloads and infrastructure support [51][56] - **Hybrid Environments**: Corporates are contemplating hybrid environments to manage costs effectively, balancing on-premise and cloud solutions [60][61] Financial Performance and Projections - **Netted Down Revenue**: The trend of netted down revenues is expected to persist, contributing significantly to gross profit, with a current contribution of 36% [70][74] - **Operating Expenses**: CDW aims to achieve operating leverage through structural savings and reinvestment, with modest growth projections for 2026 [85][89] Capital Allocation Strategy - **Share Buybacks**: The company plans to lean into buybacks, viewing its stock as attractive, while also considering M&A opportunities [90][92] - **Cash Flow Management**: CDW emphasizes its cash flow-oriented nature, focusing on disciplined working capital management to support capital allocation strategies [94] Market Perception - **Investor Awareness**: The company seeks to remind investors of its scale, sophistication, and the importance of its role as a trusted advisor in a dynamic market environment [93][94] Additional Insights - **Execution and Adaptability**: CDW's ability to navigate supply chain challenges and maintain customer engagement is highlighted as a key strength [94] - **Future Growth Potential**: The company expresses optimism about future growth opportunities, particularly in AI and infrastructure sectors, while remaining cautious about market conditions [56][89]