NextNav Inc. (NASDAQ: NN) reported an EPS of -$0.51, missing the estimated EPS of -$0.15, indicating a larger-than-expected loss.The company's revenue of $945,000 surpassed the estimated revenue, showing growth in sales despite profitability struggles.NextNav maintains a strong liquidity position with a current ratio of 12.71, suggesting financial stability in the short term.NextNav Inc. (NASDAQ: NN) is a prominent player in the field of next-generation positioning, navigation, and timing (PNT) and 3D geolo ...

Small-cap stocks rarely receive the limelight they deserve. A handful of small-cap companies are quietly laying the groundwork for long-term success. They are expanding market share, improving profitability, and scaling their business models while most investors ignore them for the short-term volatility. With a market cap of $2.07 billion, Alphatec Holdings (ATEC) is one such small-cap stock that investors may regret not buying 10 years from now. More News from Barchart Let’s find out why. www.barchar ...

Core Insights - Keysight Technologies is set to showcase advancements in connected intelligence at Mobile World Congress 2026, focusing on agentic AI and high-fidelity emulation to enhance network performance and reduce deployment risks [1][2]. Group 1: 6G and AI Innovations - Keysight will demonstrate its readiness for 5G-Advanced and early 6G through high-precision RF digital twins and machine learning-based channel state information compression [2]. - The company will highlight realistic channel emulation and closed-loop testing to support AI-native air-interface development and accelerate progress toward 6G [2][3]. Group 2: AI and RAN Validation - Keysight will validate AI and machine learning across various networks and devices, showcasing use cases such as autonomous wireless testing and AI-driven security [4]. - The company will present a streamlined workflow for validating AI-driven RAN modules, including testing, data collection, and AI/ML training [5]. Group 3: Next-Gen Space and NTN Validation - Keysight will feature end-to-end NR-NTN device and modem validation, aiming to reduce deployment risks and ensure performance aligns with commercial NTN service requirements [7]. - The demonstrations will include NTN quality of service evaluation and multi-orbit handover, enabling operationally relevant validation of next-generation satellites and NTNs [8]. Group 4: Company Overview - Keysight Technologies is an S&P 500 company that provides market-leading design, emulation, and test solutions across various industries, including communications and aerospace [9].

Grok is great at waypoints.Tesla navigation has become so good. https://t.co/GrWloWXcY6 ...

Anyone else notice the navigation on your Tesla has been bad lately? I’m disengaging a lot because of it. ...

Financial Data and Key Metrics Changes - Net revenue for Q2 was $369.3 million, at the high end of guidance, up 23.5% sequentially and 36.4% year-over-year [4] - Operating margin for Q2 was 19.3%, above guidance, increasing 360 basis points quarter-over-quarter and 440 basis points year-over-year [4] - EPS was $0.22, above guidance, up $0.07 sequentially and $0.09 year-over-year [5] Business Segment Data and Key Metrics Changes - NSE revenue for Q2 was $291.5 million, at the high end of guidance, up 45.8% year-over-year due to acquisitions [6] - OSP revenue for Q2 was $77.8 million, slightly above guidance, up 9.7% year-over-year, driven by anti-counterfeiting products [7][8] - NSE gross margin was 64.7%, down 10 basis points year-over-year, while operating margin was 15.6%, up from 8.7% last year [7] Market Data and Key Metrics Changes - Strong demand in the data center ecosystem and aerospace and defense sectors contributed to revenue growth [14] - The service provider business remained stable, with some opportunistic demand from cable operators transitioning to new standards [15] Company Strategy and Development Direction - The company is focusing on operational efficiencies through a restructuring plan, impacting approximately 5% of the workforce, with expected annual savings of about $30 million [10][11] - The strategy includes reinvesting savings into higher growth areas, particularly in data center and aerospace and defense applications [11][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued growth driven by strong demand in the data center ecosystem and aerospace and defense sectors [14][15] - The company anticipates revenue for Q3 to be in the range of $386-$400 million, with NSE revenue expected to be between $304 and $316 million [12][13] Other Important Information - Total cash and short-term investments at the end of Q2 were $772.1 million, up from $549.1 million in Q1 [8] - The company plans to pay an earnout liability of about $75 million for Inertial Labs due to strong performance [13] Q&A Session Summary Question: Update on NSE business mix across data center, aerospace and defense, and telco - Management indicated a shift towards 45% data center, 40% service provider, and 15% aerospace and defense, with service provider showing slight recovery [21][22] Question: Visibility on demand and order book - Management confirmed improved visibility on demand, with multi-quarter commitments from hyperscalers [26][27] Question: Impact of restructuring on specific product areas - Restructuring is across multiple functions to enhance efficiency, not targeting specific areas [29][30] Question: Exciting defense and aerospace programs - Key drivers include resilient PNT systems for drones and autonomous systems, with strong growth expected [35][36] Question: Cadence of optical innovation in data centers - Demand is strong across all segments, with significant engagement from semiconductor vendors and module manufacturers [41][42] Question: Seasonal trends in service provider business - Management expects a tailwind in Q4 due to continued strength in data center and aerospace and defense sectors [88]

Financial Data and Key Metrics Changes - Net revenue for Q2 was $369.3 million, at the high end of guidance ($360-$370 million), up 23.5% sequentially and 36.4% year-over-year [4] - Operating margin for Q2 was 19.3%, above guidance (17.3%-18.5%), increasing 360 basis points quarter-over-quarter and 440 basis points year-over-year [4] - EPS was $0.22, above guidance ($0.18-$0.20), up $0.07 sequentially and $0.09 year-over-year [5] Business Segment Data and Key Metrics Changes - NSE revenue for Q2 was $291.5 million, at the high end of guidance ($283 million-$293 million), up 45.8% year-over-year due to acquisitions [6] - OSP revenue for Q2 was $77.8 million, slightly above guidance ($77 million), up 9.7% year-over-year, driven by anti-counterfeiting products [7][8] - NSE gross margin was 64.7%, down 10 basis points year-over-year, while operating margin was 15.6%, up from 8.7% year-over-year [7] Market Data and Key Metrics Changes - Strong demand in the data center ecosystem and aerospace and defense sectors contributed to NSE revenue growth [14] - The service provider business remained stable, with some opportunistic demand from cable operators transitioning to new architectures [15] Company Strategy and Development Direction - The company is focusing on operational efficiencies through a restructuring plan, impacting approximately 5% of the workforce, with expected annual savings of about $30 million [10][11] - The strategy includes reinvesting savings into higher growth areas, particularly in data center and aerospace and defense applications [11][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued strong demand from the data center ecosystem and aerospace and defense customers, expecting revenue momentum to persist through 2026 [14][15] - The company anticipates Q3 revenue to be in the range of $386-$400 million, with NSE revenue expected between $304 and $316 million [12] Other Important Information - Total cash and short-term investments at the end of Q2 were $772.1 million, up from $549.1 million in Q1 [8] - The company plans to pay an earnout liability of about $75 million for Inertial Labs due to strong performance [13] Q&A Session Summary Question: Update on NSE business mix - Management indicated a shift towards 45% data center, 40% service provider, and 15% aerospace and defense, with data center growth driving the change [21][22] Question: Visibility on demand and order book - Management confirmed improved visibility on demand, with multi-quarter commitments from major customers [26][27] Question: Impact of restructuring on specific product areas - Restructuring is across multiple functions to enhance efficiency, not targeting specific areas [29][30] Question: Exciting defense and aerospace programs - Key drivers include resilient PNT systems for drones and autonomous systems, with emerging opportunities in data centers for precise timing [35][36] Question: Breakdown of data center business across lab, production, and field - Management does not provide specific breakdowns but noted that lab instruments are driven by R&D CapEx, while production is linked to volume demand [53][55]

Core Insights - Laughing Water Capital reported a fourth-quarter return of approximately 6.8%, with full-year returns at around 3.9% net of fees and expenses, outperforming the SP500TR and R2000 indexes in the previous year [1] - Cumulative returns since inception for the portfolio are about 400%, compared to approximately 332% for the SP500TR and 175% for the R2000, indicating strong long-term performance [1] Company Highlights - NextNav Inc. (NASDAQ:NN) is highlighted as a key investment, focusing on next-generation positioning, navigation, and timing solutions [2] - As of January 15, 2026, NextNav Inc. shares closed at $14.93, with a one-month return of -11.08% and a 52-week gain of 14.93%, giving it a market capitalization of $2.01 billion [2] - The investment in NextNav is viewed as a backup to GPS, with performance being flat for the year, which negatively impacted overall performance [3] - Future success for NextNav is contingent on obtaining FCC approval for its plans and the valuation of the re-purposed spectrum [3]

Grok navigation is integrated into Tesla navigation. @tesla https://t.co/mJxvZMo9SX ...

Core Viewpoint - Iridium Communications Inc. has appointed Louis Alterman to its Board of Directors, expanding the board to twelve members, with nine being independent [1]. Group 1: Appointment Details - Louis Alterman's appointment is effective immediately and aligns with Iridium's strategic vision for innovative communication services globally [2]. - The CEO, Matt Desch, highlighted Alterman's experience in guiding companies through transformation and growth as a significant asset for Iridium [2]. - Robert H. Niehaus, Chairman of the Board, emphasized Alterman's operational leadership and financial expertise in the communications and technology sectors [2]. Group 2: Background of Louis Alterman - Alterman has been the president and CEO of Stratix Corporation since 2019, which is the largest pure-play enterprise mobility specialist in North America [3]. - He served as CFO of Rackspace from 2017 to 2019 and held various roles at EarthLink from 2003 to 2017, including CFO from 2015 to 2017 [3]. - His board experience includes serving on the board of Diversified and previously on the board of CareerBuilder from 2018 to 2022 [4]. Group 3: Educational Background - Alterman holds a bachelor's degree in business administration from the University of Georgia and an MBA from Emory University's Goizueta Business School [4]. - He has completed executive education at Harvard University [4]. Group 4: Company Overview - Iridium Communications Inc. is the only mobile voice and data satellite communications network that provides global coverage [5]. - The company enables real-time connections for people, organizations, and assets worldwide [5]. - In 2024, Iridium acquired Satelles, enhancing its positioning, navigation, and timing (PNT) services [5].