Group 1 - Inseego reported revenue of $40.22 million for the quarter ended June 2025, a decrease of 32% year-over-year, with an EPS of $0.06 compared to $0.04 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $38.3 million by 5.02%, while the EPS surpassed the consensus estimate of $0.05 by 20% [1] - The stock has returned -13.8% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% change, and currently holds a Zacks Rank 3 (Hold) [3] Group 2 - Mobile solutions revenue was reported at $13.67 million, significantly below the two-analyst average estimate of $19.45 million, reflecting a year-over-year decline of 47.2% [4] - Product revenues reached $28.18 million, slightly above the average estimate of $27.1 million, but still represented a year-over-year decrease of 28.1% [4] - Services and other revenues were reported at $12.04 million, marginally below the estimated $12.15 million, marking a 39.7% decline compared to the previous year [4] - Fixed wireless access solutions generated $14.51 million, exceeding the average estimate of $7.65 million, with a year-over-year increase of 9% [4]

Core Insights - Vertiv Holdings (VRT) reported strong second-quarter 2025 non-GAAP earnings of 95 cents per share, exceeding the Zacks Consensus Estimate by 14.46% and reflecting a year-over-year increase of 41.8% [1] - Net sales for the quarter reached $2.64 billion, a 35.1% increase year-over-year, also surpassing the Zacks Consensus Estimate by 11.86% [1] - The company experienced robust organic sales growth of 34% year-over-year [1] Financial Performance - Organic orders rose 11% year-over-year, with a book-to-bill ratio of approximately 1.2x, and a backlog of $8.5 billion, which is 21% higher than at the end of 2024 and up 7% from the end of Q1 2025 [3] - Product revenues, which accounted for 82.1% of total revenues, increased 39.3% year-over-year to $2.16 billion, while service revenues rose 18.7% to $472.1 million [4] - Revenue breakdown by region: - Americas: Revenues increased 42.9% year-over-year to $1.60 billion [4] - Asia and Pacific (APAC): Revenues increased 36.9% year-over-year to $560.2 million [5] - Europe, Middle East, and Africa (EMEA): Revenues increased 12.5% year-over-year to $475.6 million [6] Operating Details - Selling, general and administrative (SG&A) expenses rose 8.7% year-over-year to $395.6 million, but as a percentage of sales, they decreased by 360 basis points to 15% [7] - Adjusted operating profit increased 28.2% year-over-year to $489.3 million, with a non-GAAP operating margin of 18.5%, down 100 basis points year-over-year [7] Regional Performance - Adjusted operating profit by region: - Americas: Increased 34.9% year-over-year to $384.6 million [8] - EMEA: Decreased 4.8% year-over-year to $104.2 million [8] - APAC: Increased 83.3% year-over-year to $59.2 million [8] Balance Sheet and Cash Flow - As of June 30, 2025, cash, cash equivalents, and marketable securities totaled $1.64 billion, up from $1.47 billion at the end of Q1 2025 [9] - Long-term debt decreased slightly to $2.90 billion from $2.904 billion [9] - Cash flow from operating activities was $322.9 million, an increase from $303.3 million in the prior quarter, with free cash flow at $277 million [10] Future Guidance - For 2025, revenues are expected to be between $9.925 billion and $10.075 billion, with organic net sales growth projected at 23% to 25% [11] - Adjusted operating profit is anticipated to be between $1.950 billion and $2.030 billion, with an operating margin in the range of 19.7% to 20.3% [11] - For Q3 2025, revenues are expected to be between $2.510 billion and $2.590 billion, with organic net sales growth projected at 20% to 24% [12]