BOCA RATON, Fla., Feb. 09, 2026 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE: ADT) today announced its inclusion into the S&P SmallCap 600® Index, effective prior to the opening of trading this morning, Feb. 9, 2026. “ADT’s inclusion in the S&P SmallCap 600 represents an important milestone for our company and reflects the resilience of our recurring revenue model and the progress we’ve made strengthening our business and delivering consistent performance,” said ADT Chairman, President and CEO, Jim DeVries. “As we re ...

Core Viewpoint - Alarm.com Holdings, Inc. will report its fourth quarter and full year financial results for 2025 on February 19, 2026, after market close [1] Group 1: Financial Reporting - The financial results will be discussed in a conference call and webcast at 4:30 p.m. ET on the same day [1] - A pre-registration link is provided for the conference call, allowing participants to obtain their dial-in number and individual passcode [1] Group 2: Company Overview - Alarm.com is recognized as the leading platform for intelligently connected properties, serving millions of homeowners and businesses [3] - The company offers a comprehensive suite of solutions, including security, video surveillance, access control, active shooter detection, intelligent automation, energy management, and wellness [3] - Alarm.com's services are delivered exclusively through a trusted network of thousands of professional service providers and commercial integrators across North America and globally [3] - The company's common stock is traded on Nasdaq under the ticker symbol ALRM [3]

Group 1 - Artificial intelligence (AI) is evolving rapidly, becoming a critical partner in various sectors, including coding, healthcare, and scientific research [1] - By 2026, companies are expected to invest over $500 billion in AI, facing pressure to deliver tangible returns from these investments [2] - Investors are shifting focus from quick wins to long-term value, seeking companies with solid business models that can maximize AI's potential [3] Group 2 - The Motley Fool's report indicates that 93% of AI investors plan to maintain or increase their investments in AI over the next year [4] - In 2026, there may be a shift in investor interest towards companies that provide foundational technology for AI, such as data center builders and network suppliers [6] - Emcor, a company providing critical infrastructure, has seen a 29% year-over-year increase in its remaining performance obligations, driven by demand from data centers [8]

Group 1 - Netskope Inc. (NASDAQ:NTSK) is recognized as a promising stock by Wall Street, with analysts providing varying price targets and ratings [1][2][3] - RBC Capital analyst Matthew Hedberg lowered the price target for Netskope to $23 from $27 while maintaining an Outperform rating, emphasizing that 2026 will be a pivotal year for companies based on their AI readiness [1][3] - Deutsche Bank analyst Brad Zelnick raised the price target for Netskope to $26 from $25, maintaining a Buy rating following the company's Q3 2025 earnings report [2] Group 2 - Netskope is a cybersecurity company that offers security, networking, and analytics solutions to large enterprises and mid-sized companies globally [4] - The company's debut earnings report as a public entity on December 11 showcased impressive results, particularly in annual recurring revenue growth [3]

Core Viewpoint - Verizon Communications Inc. is set to report its fourth-quarter 2025 earnings on January 30, 2026, with a webcast presentation scheduled for 8:00 a.m. Eastern Time [1]. Group 1: Company Overview - Verizon is headquartered in New York City and serves customers worldwide, including nearly all of the Fortune 500 companies [2]. - The company generated revenues of $134.8 billion in 2024, highlighting its significant market presence and operational scale [2]. - Verizon focuses on delivering mobility, reliable network connectivity, and security to meet customer demands [2]. Group 2: Investor Relations - Access to fourth-quarter 2025 earnings materials, including press releases and financial tables, will be available on Verizon's Investor Relations website at 6:30 a.m. ET on the earnings report date [1]. - The company provides various resources for media and investors, including news releases and media contacts, through its online media center [3].

Core Insights - Microsoft Corporation is recognized as a significant player in the AI sector, with a positive outlook from Barclays, which has set a price target of $625.00 and an "Overweight" rating on the stock [1] - The company announced price increases for Office and Microsoft 365 subscriptions, effective July 1, 2026, marking the second increase since the launch of Office 365 in 2011 [2][4] Pricing Strategy - The price hikes are justified by the addition of 1,100 new features across Microsoft 365, Security, Copilot, and SharePoint over the past year [2][4] - The M365 F1 subscription has seen the highest increase, raised by 33%, reflecting strong net seat expansions in that segment [3][4] Market Position - The developments reinforce Microsoft's pricing leverage driven by AI advancements and steady enterprise demand [4]

Core Viewpoint - Microsoft Corporation is set to increase prices for its Office and Microsoft 365 commercial subscriptions, effective July 1, 2026, marking the second major price adjustment since the launch of Office 365 in 2011 [2][3]. Group 1: Price Increase Details - The upcoming price increase will see the Microsoft 365 F1 plan experience a significant rise of 33%, from $2.25 to $3 [3]. - The price adjustments are attributed to the substantial expansion of product capabilities, with over 1,100 new features released in the past year across Microsoft 365, Security, Copilot, and SharePoint [3]. Group 2: Market Position and Strategy - Barclays maintains an Overweight rating on Microsoft with a price target of $625, indicating confidence in the company's ability to monetize its AI-driven product leadership [1][3]. - The company continues to invest in innovation and aims to enhance security, productivity, and AI capabilities for its users [3][4].

Core Insights - Lumen Technologies is attempting a significant turnaround after over a decade of challenges, with potential substantial upside for investors if successful [1] - The company is currently avoiding disaster, but a full recovery may take until 2028 or 2030, with ongoing risks including a high debt load of $17.5 billion against $9 billion in revenue for the first three quarters of the fiscal year [2][6] - New business partnerships and a clear vision for the digital future, along with successful debt restructuring, are positive developments for Lumen [3] Financial Performance - Lumen has achieved a savings of $135 million in annual interest expenses year to date, indicating progress in improving its balance sheet [7] - The company's total debt has decreased from a peak of $37 billion in 2017 to the current $17.5 billion [7] Strategic Initiatives - Management is focused on becoming a key player in the artificial intelligence economy by enhancing connectivity through its existing network and simplifying services for customers [8] - The company is working on creating partnerships within an ecosystem to extend its reach and improve growth metrics [8] Market Position - Lumen is facing tough competition from larger telecom companies and has had limited success in recent years, but there is potential for investor rewards if interest rates decline and the company can refinance its debt [6]

Core Insights - Cisco Systems (CSCO) reported first-quarter fiscal 2026 non-GAAP earnings of $1 per share, exceeding the Zacks Consensus Estimate by 2.04% and reflecting a year-over-year increase of 9.9% [1] - Revenues reached $14.88 billion, surpassing the Zacks Consensus Estimate by 0.71%, with a year-over-year growth of 7.5% [2] Financial Performance - Total Annual Recurring Revenues (ARR) were $31.4 billion, up 5%, with product ARR growth of 7% [2] - Total subscription revenues amounted to $8 billion, representing 54% of Cisco's total revenues [2] - Total software revenue increased by 3% year over year to $5.7 billion [2] - Product revenues in Q1 were $11.08 billion, accounting for 74.4% of total revenues, with a year-over-year increase of 9.5% [5] - Service revenues were $3.81 billion, making up 25.6% of total revenues, and increased by 2.1% year over year [5] Segment Performance - Networking revenues were $7.77 billion, up 15% year over year [4] - Security revenues decreased by 2% to $1.98 billion [4] - Collaboration revenues fell by 3% to $1.06 billion [4] - Observability revenues increased by 6% to $274 million [4] Geographic Performance - Americas' revenues grew by 9% year over year to $8.99 billion [6] - EMEA revenues climbed by 5% year over year to $3.78 billion [6] - APJC revenues also increased by 5% year over year to $2.11 billion [6] Operating Metrics - Non-GAAP gross margin was 68.1%, expanding by 120 basis points year over year [7] - Non-GAAP operating income was $5.12 billion, reflecting an 8.4% year-over-year increase [8] - Operating margin improved by 30 basis points year over year to 34.4% [8] Balance Sheet and Cash Flow - As of October 25, 2025, cash and cash equivalents totaled $15.7 billion, down from $16.1 billion [9] - Total debt remained stable at $28.1 billion [9] - Cisco returned $3.6 billion to stockholders through share buybacks and dividends [10] Guidance - For Q2 fiscal 2026, Cisco expects non-GAAP earnings between $1.01 and $1.03 per share, with revenues projected between $15 billion and $15.2 billion [11] - For the full fiscal 2026, non-GAAP earnings are expected to be between $4.08 and $4.14 per share, with revenues anticipated between $60.2 billion and $61 billion [12]

Core Insights - Cisco Systems reported $14.88 billion in revenue for the quarter ended October 2025, marking a year-over-year increase of 7.5% and an EPS of $1.00 compared to $0.91 a year ago, exceeding the Zacks Consensus Estimate of $14.78 billion by 0.71% [1] Revenue Breakdown - Revenue from Networking products was $7.77 billion, surpassing the estimated $7.34 billion by analysts, reflecting a 15% increase year-over-year [4] - Revenue from Observability products was $274 million, slightly below the estimated $288.48 million, with a year-over-year increase of 6.2% [4] - Services revenue reached $3.81 billion, aligning closely with the $3.8 billion average estimate, representing a 2.1% year-over-year increase [4] - Security product revenue was $1.98 billion, falling short of the $2.24 billion estimate, indicating a year-over-year decline of 1.8% [4] - Total Product revenue was $11.08 billion, exceeding the $10.95 billion estimate, with a year-over-year growth of 9.5% [4] - Collaboration product revenue was $1.06 billion, below the $1.09 billion estimate, reflecting a year-over-year decrease of 2.8% [4] Gross Margin Insights - Non-GAAP Gross Margin for Services was reported at $2.69 billion, matching the average estimate [4] - Non-GAAP Gross Margin for Products was $7.45 billion, slightly above the estimated $7.38 billion [4] Stock Performance - Cisco shares returned +4.4% over the past month, compared to the Zacks S&P 500 composite's +4.6% change, with a current Zacks Rank of 3 (Hold) indicating potential performance in line with the broader market [3]