CALGARY, Alberta, July 10, 2025 (GLOBE NEWSWIRE) -- News Release – TC Energy Corporation (TSX, NYSE: TRP) (TC Energy or the Company) will hold a teleconference and webcast on Thursday, July 31, 2025, to discuss its second quarter financial results. François Poirier, TC Energy President and Chief Executive Officer, Sean O’Donnell, Executive Vice-President and Chief Financial Officer and other members of the executive leadership team will discuss the financial results and Company developments at 6:30 a.m. MT ...

Core Insights - The ISG Global Index Call provides insights into the IT and business services industry, influencing approximately $200 billion in technology spending annually [2][4]. - The index measures the health and growth of the technology industry, focusing on managed technology services and cloud-based software and infrastructure services [4]. Company Overview - Information Services Group, Inc. (ISG) has been hosting index calls for over 20 years, showcasing its expertise in the industry [2]. - The current call marks the 91st consecutive ISG Index Call, indicating the company's long-standing presence and commitment to industry analysis [4]. Industry Analysis - The index tracks and analyzes annual contract value (ACV) as a leading indicator of revenue trends within the technology sector [4].

Key Takeaways TPC's Q1 2025 EPS rose 77% year over year, with revenues up 19% to $1.25B on stronger project execution. Backlog surged 94% year over year to $19.4B, driven by $2B in new awards and contract adjustments. EPS estimates for 2025 and 2026 rose to $1.75 and $3.09, reflecting growth of 155.9% and 76.6%, respectively.Tutor Perini Corporation (TPC) is benefiting from increased project execution activities backed by the robust public infrastructure spending market in the United States. Owing to this ...

Core Insights - Akamai Technologies is a significant player in the content delivery network (CDN) and cloud infrastructure services market, valued at $11.5 billion [1] - The company aims to enhance content delivery over the Internet, addressing issues like traffic congestion and bandwidth constraints, particularly in high-definition video streaming [2] Financial Performance - Akamai reported a 3% year-over-year revenue increase, reaching $1.02 billion, driven by strong demand in Security and Compute verticals [6] - GAAP net income decreased to $123.2 million or $0.82 per share, down from $175.4 million or $1.11 per share in the previous year, primarily due to high operating expenses [4] - Non-GAAP net income slightly increased to $256.1 million or $1.70 per share, surpassing the Zacks Consensus Estimate by $0.12 [5] Revenue Breakdown - Security Technology Group revenues grew by 8% year-over-year to $530.7 million, supported by demand for Guardicore Segmentation Solution and API security solutions [7] - The Delivery segment's revenues fell to $319 million from $351.8 million in the previous year, while the Compute segment saw an increase to $165.5 million from $144.5 million [8] Management Outlook - For Q2 2025, Akamai anticipates revenues between $1.012 billion and $1.032 billion, with a projected non-GAAP operating margin of 28% [10] - For the full year 2025, the revenue forecast is between $4.050 billion and $4.2 billion, with non-GAAP earnings projected at $6.10 to $6.40 per share [12] Market Position and Future Potential - Despite current growth challenges, Akamai may have opportunities in the emerging AI economy if it can develop new growth drivers [13]

Oracle is on track to exceed its long-term guidance At its financial analyst meeting held in September last year, Oracle management's fiscal 2029 guidance called for at least $104 billion in revenue, along with annual earnings per share growth of 20%-plus. However, the company now seems on track to exceed those projections. Oracle now anticipates fiscal 2026 revenue to land at $67 billion, which is higher than the $66 billion guidance issued in September last year. That's not surprising, as Oracle managemen ...

Key Takeaways EME and PWR are gaining from public infrastructure spending, mainly in data centers and energy transition. EME trades at a lower forward P/E than PWR, suggesting a more attractive entry point. EMCOR boasts a 37.1% ROE, higher than Quanta, signaling strong shareholder value generation.The United States-based engineering and construction firms are experiencing a boom in public infrastructure demand fueled by several government initiatives, namely the Infrastructure Investment and Jobs Act (IIJ ...

APi Group (APG) FY Conference June 05, 2025 12:20 PM ET Speaker0 We're good to go. Thanks everyone for joining. My name is Tim Mulrooney. I'm the research analyst here at William Blair that covers API Group, and I'm required to inform you that for a complete list of research disclosures or potential conflicts of interest, please visit our website at WilliamBlair.com. That's the last time I have to do that this this week. So API is a leader of fire and life safety solutions, and they've got a specialty infra ...

Key Takeaways NBIS surged 57% in a month, driven by AI demand and stronger global infrastructure plans. Q1 revenues grew 385% year over year; April ARR hit $310M with 2025 guidance set at $750M-$1B. Nebius deepened ties with NVIDIA and expanded globally, but still projects negative adjusted EBITDA for 2025.Nebius Group N.V. (NBIS) shares have gained 57.3% over the past month, outperforming the Zacks Computer & Technology sector and the Zacks Internet Software Services industry’s growth of 10.1% and 10.6%, ...

Core Insights - Jacobs Solutions Inc. is currently trading at a discount compared to its industry peers, with a forward 12-month price-to-earnings (P/E) ratio of 18.97X, lower than the industry average of 24.73X and the broader Business Services sector's 22.69X [1][9] - The company's stock has gained 5% in the past month, underperforming the industry and S&P 500, which increased by 15.7% and 6.3% respectively, due to rising direct costs and unfavorable currency movements [5] - Jacobs' backlog rose 20% year-over-year to $22.16 billion, driven by strong demand in key markets, supporting its growth prospects [9][10] Valuation Comparison - Jacobs is trading below similar players such as EMCOR Group (19.75X), AECOM (20X), and Sterling Infrastructure (21.87X) [2] - The company's discounted valuation may appeal to investors looking for long-term value [19] Growth Prospects - Jacobs forecasts a 5% to 7% year-over-year increase in net revenues for the fiscal third quarter, primarily from its current backlog [11] - The company has seen steady growth in Water and Environmental services, and double-digit revenue growth in Life Sciences and Advanced Manufacturing, supported by significant contracts [12] - Jacobs is expanding its presence in the data center infrastructure market, securing key roles in emerging technology projects [14][15] Backlog and Revenue Growth - The Infrastructure & Advanced Facilities segment's backlog increased to $21.77 billion from $18.13 billion year-over-year [10] - The earnings estimate for fiscal 2025 indicates a 13.8% year-over-year growth, reflecting optimism among investors despite a downward revision trend [16] Market Challenges - Jacobs faces pressure from rising direct costs and currency fluctuations, which may impact margins in the near term [18] - The company experienced unfavorable foreign exchange impacts of $2.3 million in the first half of fiscal 2025, contrasting with favorable impacts of $59 million in the previous year [18]

Core Viewpoint - Dycom Industries, Inc. has shown strong stock performance, significantly outperforming its industry and the broader market over the past three months, with a stock price increase of 38.9% compared to the industry's 11.5% growth [1][5]. Financial Performance - In the first quarter of fiscal 2026, Dycom reported adjusted earnings and contract revenues that exceeded the Zacks Consensus Estimate, with a year-over-year revenue increase of 10.2% driven by strong contributions from AT&T and other customers [2]. - The company's backlog at the end of the fiscal first quarter reached $8.127 billion, up from $7.760 billion at the end of fiscal 2025 and $6.364 billion in the first quarter of fiscal 2025, with $4.685 billion projected to be completed in the next 12 months [11]. Growth Drivers - Dycom is experiencing growth in fiber-to-the-home projects and maintenance contracts, benefiting from customers increasing or reconfirming fiber deployment targets [10]. - The company is expanding its work with hyperscalers by connecting fiber networks and data centers, which opens new markets and enhances its digital infrastructure services [12]. - The service and maintenance segment is a steady source of recurring revenues, with significant new contracts secured during the quarter [14]. Market Position and Valuation - Dycom's stock is currently trading at a premium relative to its industry and historical metrics, with a forward 12-month price-to-earnings (P/E) ratio above the five-year average [17]. - The company's P/E ratio is higher than some industry peers, such as MasTec, EMCOR, and Fluor, which trade at 23.28X, 19X, and 15.67X, respectively [19]. Challenges - Ongoing tariffs and trade tensions pose risks for equipment costs and project margins, with expected increases in costs for offshore-sourced equipment components [20]. - Despite these challenges, Dycom's focus on fiber-to-the-home and hyperscaler initiatives supports long-term growth visibility [21].