(Primary Standard Industrial Classification Code Number) Cayman Islands 7373 Not Applicable (I.R.S. Employer Identification No.) 28 Genting Lane, #05-07, Platinum 28, Singapore 349585 As filed with the U.S. Securities and Exchange Commission on February 10, 2026. Registration No. 333-292044 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Evvolutions LeadTech Inc (Exact Name of Registrant as Specified ...

Arrow Electronics (NYSE:ARW) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsBill Austin - Interim President and CEOEric Nowak - President of Global Enterprise Computing SolutionsMelissa Fairbanks - VP of Equity ResearchMichael Nelson - VP of Investor RelationsRaj Agrawal - CFORick Marano - President of Global ComponentsConference Call ParticipantsRuplu Bhattacharya - Director and Senior Equity Research AnalystWill Stein - Managing Director and Senior Equity Research AnalystOperatorG ...

Group 1 - Zscaler Inc. (NASDAQ:ZS) is recognized as a promising stock within the QQQ index, with Citizens reaffirming a Market Outperform rating and a price target of $355, highlighting strong client retention metrics despite some customers considering downgrades [1] - The typical onboarding duration for network security services is between 50 and 180 days, which leads to significant renewal activity for Zscaler Inc. as companies incur costs with both current and prospective vendors [2] - Mizuho upgraded Zscaler Inc. to Outperform, citing valuation support and the company's strong positioning in the SASE/Zero Trust market, despite concerns regarding near-term growth and a demand for more transparency on organic growth [3]

Core Viewpoint - Huntington Ingalls Industries, Inc. (HII) is a prominent U.S. defense contractor with a market capitalization of $15.2 billion, specializing in military ship design, construction, and advanced mission technologies. Financial Performance - HII is expected to report Q4 2025 earnings of $3.75 per share, reflecting a 19.1% increase from $3.15 per share in the same quarter last year [2] - For fiscal 2025, analysts project an EPS of $15.07, an increase of nearly 8% from $13.96 in fiscal 2024, with further growth anticipated to $17.19 in fiscal 2026, representing a 14.1% year-over-year increase [3] Stock Performance - HII's stock has increased by 107.1% over the past 52 weeks, significantly outperforming the S&P 500 Index's 19.4% rise and the State Street Industrial Select Sector SPDR ETF's 23.7% return during the same period [4] - Following the release of strong Q3 2025 results, HII shares rose by 6.9%, with record revenues of $3.2 billion and net earnings of $145 million, or $3.68 per share [5] Operational Highlights - The company has raised its full-year free cash flow guidance to between $550 million and $650 million, supported by a robust backlog of $55.7 billion and $2 billion in new contract awards during the quarter [6] Analyst Sentiment - Analysts maintain a cautiously optimistic view on HII, with a consensus "Moderate Buy" rating; among 12 analysts, five recommend a "Strong Buy," six suggest a "Hold," and one advises a "Moderate Sell" [7]

Core Viewpoint - The recent U.S. military action in Venezuela, which holds the world's largest proven oil reserves, has created significant geopolitical implications for global equity markets, particularly affecting sectors like defense, technology, and healthcare [2][3]. Energy Sector Impact - Venezuela possesses approximately 303 billion barrels of proven oil reserves, accounting for 17-18% of global oil reserves, but its crude production has fallen to below 2 million barrels per day from about 3.5 million barrels per day due to infrastructure issues and sanctions [4]. - The U.S. military intervention has renewed interest in Venezuelan crude flows, but analysts caution that any significant increase in production will require years of investment and political stabilization [5][6]. - Major U.S. energy companies like Chevron, which operates in Venezuela under a special license, have seen limited immediate impact from the situation, as Venezuelan operations contribute only a small portion to overall revenues [7]. Defense Sector Benefits - Defense stocks are expected to be the primary beneficiaries of heightened geopolitical tensions, as historical patterns show increased military spending during such periods [9]. - Companies like Lockheed Martin and Northrop Grumman are likely to benefit from long-term contracts and increased order backlogs due to the current geopolitical climate [10][11]. Technology Sector Dynamics - Technology stocks typically respond to geopolitical shocks through risk sentiment rather than direct revenue exposure, with initial pressure on high-value stocks [12]. - Over the medium term, companies like CrowdStrike Holdings and Palo Alto Networks may benefit from increased demand for cybersecurity solutions as security-driven spending rises [12]. Healthcare Sector Resilience - Healthcare equities tend to remain stable during geopolitical uncertainty due to the inelastic nature of demand, with pharmaceutical and medical device companies being less affected by conflicts [13]. - Large healthcare firms and those involved in medical readiness are expected to benefit as governments focus on biosecurity and supply-chain resilience during global instability [13]. Conclusion on Market Dynamics - The evolving geopolitical landscape suggests that defense stocks will benefit most directly, while select technology firms will gain over time through security-related demand, and healthcare will act as a stabilizing force in the market [14][15].

Core Viewpoint - CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is recognized as a high-growth large-cap stock with a bullish outlook from analysts, particularly J.P. Morgan, which maintains a "Buy" rating based on the company's structural advantages in next-gen security [1][2]. Group 1: Analyst Ratings and Market Position - J.P. Morgan analyst Brian Essex emphasizes that CrowdStrike offers a faster and more cost-effective alternative to traditional SIEM platforms through its unified data and security functions, utilizing a single-agent architecture and LogScale's index-free data engine [2]. - Citizens also maintains a "Market Outperform" rating for CrowdStrike with a price target of $550.00, asserting that the company's premium valuation is justified due to its strong leadership in the endpoint protection market and the expansion of its total addressable market [4]. Group 2: Technological Advancements and Operational Efficiency - The integration of Onum enhances detection and response capabilities closer to data sources, while automation features like Charlotte AI and agentic SOAR help address staffing constraints in Security Operations Centers (SOC) and improve operational efficiency [3]. - The disciplined integration of mergers and acquisitions, along with robust execution since mid-year, has strengthened the platform's cohesion and overall effectiveness [3].

Core Insights - BlackBerry Limited (NYSE:BB) is recognized as one of the best stocks under $5 to buy, with RBC Capital reaffirming a Sector Perform rating and a price target of $4.50 following the company's Q3 FY26 earnings report [1] Financial Performance - BlackBerry reported Q3 2026 results on December 18, achieving total revenue of $141.8 million, which exceeded prior guidance and represented a 9% sequential increase from Q2, although it showed a 1% year-over-year decline [2] - The QNX IoT division achieved record quarterly revenue of $68.7 million, marking a 10% year-over-year growth, driven by deeper automotive penetration and expansion into adjacent markets [3] - Other revenue segments included Secure Communications at $67 million and Licensing and other revenue totaling $6.1 million [3] Guidance and Future Outlook - Management raised the full-year FY26 revenue guidance midpoint to $531-541 million from the previous $519-541 million, while maintaining adjusted EBITDA at $82-101 million and non-GAAP EPS at $0.11-0.15 [4] - The sustained momentum in QNX and Secure Communications is identified as key growth drivers for the company [4] Company Overview - BlackBerry Limited is a cybersecurity and software company that provides intelligent security software and services to enterprises and governments, with a portfolio that includes cybersecurity solutions, unified endpoint management, and QNX software for mission-critical applications [5]

Core Insights - Cisco Systems Inc. is a global leader in networking and IT infrastructure, particularly noted for its advancements in AI and cybersecurity, maintaining market dominance against competitors like Hewlett Packard Enterprise and Arista Networks [1] - The company's stock performance has shown strong momentum, particularly in AI and security, significantly outperforming competitors and the broader market [2][4] Financial Performance - Cisco's stock has increased by 33.8% over the past year, compared to a 21.1% gain in the Zacks Computer and Technology sector [4] - The revenue forecast for fiscal year 2026 is promising, projected between $60.2 billion and $61 billion, driven by substantial orders from hyperscaler clients expected to reach $3 billion [3][4] Market Position - Cisco's current stock price is $77.55, with a slight decrease of 0.89%, and a market capitalization of approximately $306.4 billion, indicating strong investor confidence [3] - The company has received an "Overweight" rating from Morgan Stanley, with a price target increase from $82 to $91, reflecting positive market sentiment [1][3] Challenges - Despite strong performance in AI, Cisco's core business may face challenging year-over-year comparisons, potentially impacting overall growth [2][4] - High valuation and macroeconomic risks could limit further stock appreciation, posing challenges to the company's growth trajectory [3][4]

As filed with the U.S. Securities and Exchange Commission on December 10, 2025. Registration No. 333-[ ] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Evvolutions LeadTech Inc (Exact Name of Registrant as Specified in its Charter) | | | (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification No.) 28 Genting Lane, #05-07, Pl ...

Arrow Electronics Conference Call Summary Company Overview - **Company**: Arrow Electronics (NYSE:ARW) - **Date**: December 02, 2025 - **Speaker**: Bill Austin, Interim President and CEO Key Industry Insights - **Market Position**: Arrow is a leading distributor in the global electronics and enterprise IT ecosystems, serving large end markets such as industrial, transportation, aerospace and defense, medical, consumer electronics, and data center [2][5] - **Market Growth**: The distribution total addressable market (DTAM) for Arrow's core distribution business exceeds $250 billion, with the existing product distribution market growing at an annual rate of 6-10% [8][9] Core Business Strategies 1. **Investment Thesis**: Arrow's investment strategy is built on four pillars: - Leading position in expanding markets - Shift towards higher-margin value-added services - Diversified business model providing financial flexibility - Focused capital allocation strategy [2][4] 2. **Value-Added Services**: The company is increasing its mix of higher-margin services, which now account for approximately 30% of total operating income, up from less than 20% historically [9][10] 3. **Global Components Business**: This segment represents roughly 70% of total revenue, focusing on semiconductors and interconnects, with a strong emphasis on value-added solutions [6][7] 4. **Enterprise Component Solutions (ECS)**: Comprising about 30% of total revenue, ECS delivers hybrid cloud infrastructure, cybersecurity, and AI-driven solutions, with a significant portion of billings now coming from software and services [22][23] Financial Performance - **Free Cash Flow**: Arrow has generated approximately $3.1 billion in free cash flow over the last five years, demonstrating resilience across market cycles [29] - **Capital Allocation**: Since 2020, Arrow has returned about $3.5 billion to shareholders through share repurchases, representing roughly one-third of outstanding shares [5][31] Operational Excellence - **Productivity Initiatives**: Arrow is focused on simplifying operations and consolidating resources to drive cost efficiencies and reinvestment capacity for growth [4] - **Customer Engagement**: The company aims to deepen customer relationships through its value-added services, which enhance supply chain visibility and accelerate time to market [11][17] Future Outlook - **Market Trends**: Arrow is well-positioned to benefit from secular trends in cloud, AI, automation, and electrification, which are driving demand in core end markets [8][29] - **Strategic Partnerships**: The company is evolving its role from a traditional distributor to a strategic partner, enabling technology makers to focus on innovation while Arrow manages go-to-market complexities [24][25] Conclusion - Arrow Electronics is strategically positioned to leverage its diversified business model and operational strengths to create long-term value for shareholders, with a clear focus on higher-margin offerings and sustainable growth in expanding markets [31][32]