Core Insights - Chegg, Inc. (CHGG) is set to report its fourth-quarter 2025 results on February 9, with expectations of significant declines in both revenue and earnings per share compared to the previous year [1][3]. Financial Performance - In the last reported quarter, Chegg's adjusted earnings per share (EPS) exceeded the Zacks Consensus Estimate by 100%, while net revenues surpassed the estimate by 1.8%. However, year-over-year, the top line fell by 43% [1]. - The Zacks Consensus Estimate for the upcoming fourth-quarter adjusted loss per share is unchanged at 11 cents, reflecting a 164.7% decline from the adjusted EPS of 17 cents reported in the same quarter last year [3]. - The estimated net revenues for the fourth quarter are projected at $71.3 million, indicating a 50.3% decrease from $143.5 million reported in the year-ago quarter [3]. Revenue Breakdown - The decline in revenue is attributed to reduced contributions from Subscription Services, which accounted for 88.9% of third-quarter 2025 net revenues, and Skills and Other segments, which contributed 11.1% [4]. - For the upcoming quarter, revenues from Subscription Services are estimated at $64 million, down from $129 million, while revenues from Skills and Other are expected to be $7.47 million, down from $14.94 million [6]. Subscriber Metrics - Chegg anticipates a significant drop in its subscriber base, with estimates pegged at 1,855, representing a 48.5% year-over-year decline from 3,600 [6]. Margin Expectations - The company's gross margin is expected to range between 57% and 58%, a decrease from 68% reported in the previous year [8]. - Adjusted EBITDA is anticipated to be between $10 million and $11 million, significantly down from $36.6 million reported in the year-ago quarter [8]. Strategic Focus - Chegg is focusing on AI integration and transitioning towards advanced professional upskilling, although it faces challenges from declining subscriber numbers and competition from AI tools [8]. - The company is undergoing restructuring, which is likely to incur additional expenses, further impacting the bottom line despite efforts to control costs [7][8].

With the new year just a month old, maybe you’re like many Americans and have already given up on your resolution to improve your finances in 2026. Don’t be like that. Now is a great time to review your expenses and take a closer look at your budget to see just how you can make that happen. GOBankingRates asked experts to weigh in on common things that people should consider cutting in the upcoming year. Here are the five unnecessary bills you should try to stop paying in 2026. 1. Subscription Services ...

Core Insights - Tenable reported revenue of $260.53 million for the quarter ended December 2025, marking a year-over-year increase of 10.5% and exceeding the Zacks Consensus Estimate by 3.51% [1] - The company's EPS for the same period was $0.48, up from $0.41 a year ago, representing a surprise of 15.3% over the consensus estimate of $0.42 [1] Financial Performance Metrics - Current Billings were reported at $327.79 million, surpassing the average estimate of $321.42 million from six analysts [4] - Subscription revenue reached $238.89 million, exceeding the average estimate of $232.86 million, with a year-over-year change of 10.6% [4] - Revenue from professional services and other was $11.04 million, significantly higher than the estimated $8.08 million, reflecting a year-over-year increase of 38.5% [4] - Revenue from perpetual license and maintenance was $10.61 million, slightly below the estimated $10.79 million, showing a year-over-year decline of 10.3% [4] Stock Performance - Tenable's shares have returned -13.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.9% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - ServiceNow (NOW) is expected to report quarterly earnings of $0.87 per share, reflecting a year-over-year increase of 19.2% [1] - Anticipated revenues for the quarter are projected to be $3.52 billion, also showing a 19.2% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' projections [1][2] - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock [2] Revenue Projections - Analysts estimate 'Revenues- Subscription' to be $3.42 billion, representing a year-over-year change of +19.5% [4] - 'Revenues- Professional services and other' are projected to reach $99.33 million, indicating a +9.2% change from the prior-year quarter [4] Performance Obligations - Current Remaining Performance Obligations (cRPO) - GAAP is estimated at $12.56 billion, up from $10.27 billion a year ago [5] - Remaining Performance Obligations (RPO) - GAAP is projected to be $27.59 billion, compared to $22.30 billion in the same quarter last year [5] Profit Estimates - Gross Profit (Non-GAAP)- Subscription is expected to be $2.85 billion, an increase from $2.42 billion reported in the same quarter last year [6] - Gross Profit (Non-GAAP)- Professional services and other is estimated at $10.21 million, up from $7.00 million a year ago [6] Stock Performance - ServiceNow shares have decreased by -15.8% in the past month, contrasting with the Zacks S&P 500 composite's +0.6% movement [6] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [6]

Core Insights - GoPro is a specialized player in the consumer action-camera market, founded in 2002 and went public in 2014, but has seen its revenue growth stagnate post-IPO [1] - Sales growth has slowed due to market saturation, competition from Chinese manufacturers, and the rise of mobile devices with high-quality cameras; despite a 29% increase in share price over the last year, the stock is down 92% from its all-time high [2] Revenue Generation - GoPro's primary revenue comes from camera sales, but the company is also focusing on building recurring revenue through subscription services; however, sales momentum in both hardware and subscription categories has been disappointing [4] - In Q3 2025, GoPro reported sales of $163 million, a 37% decline year over year, while subscription revenue fell 3% to $27 million; the subscription business, once seen as a growth driver, is now contracting, and hardware demand appears weak, resulting in a net loss of $21 million [5] Market Challenges - GoPro's core business is in a delicate state, with some attention from meme stock traders, but it has only managed to achieve $12 million in operating cash flow in the last quarter, marking its second consecutive quarter of operating-cash-flow profitability [6] - The company faces challenges in product differentiation as more action cameras enter the market and smartphone video capabilities improve, leading to eroding market share unless breakthrough products are delivered [7] - There have been no significant growth catalysts from the launch of panoramic cameras for 3D, virtual reality, and augmented reality applications, making a return to sustainable sales growth in hardware appear risky [8]

Core Insights - Many individuals are facing challenges with credit card debt and strained bank accounts, highlighting a need for financial confidence and control [1] Group 1: Credit Management - A significant 44% of consumers have found errors on their credit reports, which can negatively impact their credit scores, emphasizing the importance of regularly checking credit reports for inaccuracies [2] - Disputing errors found on credit reports can be done through credit bureaus, as advised by the Consumer Financial Protection Bureau [2] Group 2: Savings Strategies - Setting up automatic transfers from checking to savings accounts can help individuals save consistently, with recommendations to reassess and potentially increase savings annually [3][4] - Employers may offer options to split paychecks between checking and savings accounts, providing an additional method for automatic savings [4] Group 3: Debt Reduction - Paying off small debts is considered a significant financial achievement, with suggestions to identify the smallest debt and allocate budget funds to eliminate it quickly [5] - Individuals are encouraged to find ways to cut back on expenses, such as opting for low-cost activities or selling unneeded items to generate funds for debt repayment [6] Group 4: Subscription Management - Conducting an audit of current subscriptions can reveal unnecessary expenses, allowing individuals to cancel those that are no longer needed [7] - Funds saved from canceled subscriptions can be redirected towards debt repayment or savings, enhancing overall financial health [8]

Core Insights - Okta's shares rose 5.46% to close at $86.34 following strong Q3 fiscal 2025 results, with earnings of $0.82 per share beating estimates by 9.33% and increasing 22.4% year over year [1][9] Financial Performance - Total revenues increased 11.6% year over year to $742 million, surpassing consensus estimates by 1.64%, driven by subscription revenues which rose 11.2% to $724 million, accounting for 97.6% of total revenues [2][9] - Professional services and other revenues increased 28.6% year over year to $18 million, representing 2.4% of total revenues [2] Revenue Breakdown - U.S. revenues contributed 81% of total revenues, increasing 12.17% year over year to $590 million, while international revenues accounted for 20.9% and grew 9.35% to $152 million [3] Customer Metrics - Customers with over $100K in Annual Contract Value (ACV) rose 7% year over year to 5,030, with a dollar-based retention rate of 106%, down 2% year over year [4] - Remaining Performance Obligations (RPO) totaled $4.292 billion, up 17% year over year, with current RPO expected to be recognized over the next 12 months at $2.328 billion, up 13% year over year [4] Operating Efficiency - Non-GAAP gross margin remained stable at 81.4%, while research and development expenses decreased to 15% of revenues, general and administrative expenses to 11.2%, and sales and marketing expenses to 31.3% [5] - Non-GAAP operating margin expanded 320 basis points year over year to 24% [5][9] Balance Sheet Strength - As of October 31, 2025, Okta had $2.46 billion in cash, cash equivalents, and short-term investments, with net cash provided by operations at $218 million and free cash flow at $211 million [6] Future Guidance - For Q4 fiscal 2026, Okta expects revenues in the range of $748-$750 million, indicating 10% year-over-year growth, with current RPO projected between $2.445 billion and $2.450 billion, suggesting 9% growth [7] - Non-GAAP operating income is anticipated to be between $189-$191 million, with an expected operating margin of 25% and non-GAAP earnings of 84-85 cents per share [8][10]

Core Insights - Okta reported $742 million in revenue for the quarter ended October 2025, marking an 11.6% year-over-year increase and exceeding the Zacks Consensus Estimate of $730 million by 1.64% [1] - The company achieved an EPS of $0.82, up from $0.67 a year ago, surpassing the consensus EPS estimate of $0.75 by 9.33% [1] Financial Performance Metrics - Current remaining performance obligations (cRPO) stood at $2.33 billion, above the average estimate of $2.26 billion from six analysts [4] - Total remaining performance obligations reached $4.29 billion, compared to the five-analyst average estimate of $4.17 billion [4] - Subscription revenue was reported at $724 million, slightly above the average estimate of $713.53 million, reflecting an 11.2% year-over-year increase [4] - Professional services and other revenue amounted to $18 million, exceeding the average estimate of $15.56 million and showing a 28.6% increase compared to the previous year [4] - The total customer count was 20,000, which is below the three-analyst average estimate of 20,526 [4] - Gross margin for subscription services was 80%, lower than the estimated 83% [4] - Gross margin for professional services and other was -22%, significantly worse than the estimated -7.6% [4] Stock Performance - Okta's shares have returned -5.9% over the past month, contrasting with the Zacks S&P 500 composite's -0.1% 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]

Financial Data and Key Metrics Changes - Total revenues for Q3 2025 reached $126.4 million, representing a year-over-year increase of 57.7% [5][10] - Net income was $550.1 million, compared to $4.4 million in the same period of 2024, primarily due to increased other income from investment gains [16] - Non-GAAP net income was $5.3 million in Q3 2025, compared to $4.9 million in the same period of 2024 [16][17] Business Line Data and Key Metrics Changes - Subscription business generated $40.7 million in revenue, a 22.3% increase year-over-year, with the number of subscribers rising to 6.56 million from 5.51 million [6][10] - Live streaming and other services achieved revenue of $49.1 million, reflecting a significant year-over-year growth of 127.1% [7][11] - Cloud computing business generated $36.6 million in revenue, representing a 44.9% increase year-over-year [8][11] Market Data and Key Metrics Changes - The overseas audio live streaming operations contributed significantly to revenue growth, indicating strong traction in international markets [7] - The acquisition of Hupu enhanced advertising revenue through better monetization opportunities [8] Company Strategy and Development Direction - The company aims to foster innovation and enhance operational resilience while capitalizing on emerging opportunities for long-term growth [9] - Strategic initiatives include continuous product integration and user feedback incorporation to enhance user satisfaction [7] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the future of artificial intelligence and is actively exploring opportunities in this field [22] - The company plans to maintain its growth momentum and deliver durable value to shareholders [9] Other Important Information - The company had cash, cash equivalents, and short-term investments of $284.1 million as of September 30, 2025, an increase from $275.6 million as of June 30, 2025 [17] - For Q4 2025, the company estimates total revenues to be between $131 million and $139 million, indicating a quarter-over-quarter increase of approximately 6.8% [17] Q&A Session Summary Question: Will Xunlei consider dividend distribution in the future given recent gains from Arashi Vision? - Management stated there are currently no plans for share disposals or dividend distribution [20] Question: What progress has been made in embracing artificial intelligence? - Management expressed excitement about AI and mentioned they are actively exploring opportunities in this field [22]

Financial Data and Key Metrics Changes - Total revenues for Q3 2025 reached $126.4 million, representing a year-over-year increase of 57.7% [4][9] - Net income was $550.1 million, compared to $4.4 million in the same period of 2024, primarily due to increased other income from investment gains [15] - Non-GAAP net income was $5.3 million in Q3 2025, compared to $4.9 million in the same period of 2024 [15][16] Business Line Data and Key Metrics Changes - Subscription business generated $40.7 million in revenue, a 22.3% increase year-over-year, with the number of subscribers rising to 6.56 million [5][9] - Live streaming and other services achieved $49.1 million in revenue, reflecting a significant year-over-year growth of 127.1% [6][10] - Cloud computing business generated $36.6 million in revenue, representing a 44.9% increase year-over-year [7][10] Market Data and Key Metrics Changes - The overseas audio live streaming operations contributed significantly to revenue growth, indicating strong traction in international markets [6][10] - The acquisition of Hupu enhanced advertising revenue through better monetization opportunities [7] Company Strategy and Development Direction - The company aims to foster innovation, enhance operational resilience, and capitalize on emerging opportunities for long-term growth [8] - Strategic initiatives include continuous product integration and user feedback incorporation to enhance user satisfaction [6] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about future investment gains strengthening the balance sheet and providing strategic flexibility [5] - The company anticipates total revenues for Q4 2025 to be between $131 million and $139 million, indicating a quarter-over-quarter increase of approximately 6.8% [16] Other Important Information - The increase in cost of revenues was attributed to higher bandwidth costs and revenue-sharing expenses in overseas operations [11] - Operating income for Q3 2025 was $2.7 million, compared to an operating loss of $0.2 million in the same period of 2024 [14] Q&A Session Summary Question: Will Xunlei consider dividend distribution in the future? - Management stated there are currently no plans for share disposals or dividend distribution despite recent gains from investments [19] Question: What progress has been made in embracing artificial intelligence? - Management expressed excitement about the future of artificial intelligence and mentioned actively exploring opportunities in this field [20]