June 1, 2025
Operating Assets

Strong Subscription Growth and AI …

Subscription Revenue: $2.059 billion, up 13% year-over-year. Total Revenue: $2.240 billion, growth of 13%. 12-Month Subscription Revenue Backlog (cRPO): $7.63 billion, increasing 15.6%. Total Subscription Revenue Backlog: $24.62 billion, up 19%. Gross Revenue Retention Rate: 98%. Non-GAAP Operating Income: $677 million, representing a non-GAAP operating margin of 30.2%. GAAP Operating Income: $39 million, impacted by

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Operating Assets

Wheaton Precious Metals Announces Record Revenue, Adjusted Net Earnings and Operating Cash Flow for the First Quarter of 2025

Leadership in Sustainability Top Rankings: One of the top-rated companies by Sustainalytics, AAA rated by MSCI (upgraded in 2024 from AA to AAA, the highest possible rating), and Prime rated by ISS. Awarded US$1 million to the winning venture of the inaugural Future of Mining Challenge, ReThink Milling Inc., to advance their Conjugate Anvil Hammer

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Operating Assets

Roper Technologies announces first quarter financial results

Roper Technologies, Inc. Increasing full year guidance SARASOTA, Fla., April 28, 2025 (GLOBE NEWSWIRE) — Roper Technologies, Inc. (Nasdaq: ROP) reported financial results for the first quarter ended March 31, 2025. First quarter 2025 highlights Revenue increased 12% to $1.88 billion; acquisition contribution was +8% and organic revenue was +5% GAAP net earnings decreased 13%

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Operating Assets

Stem Announces First Quarter 2025 Results

“The first quarter of 2025 showed strong execution of our strategic initiatives and demonstrates that we are steering Stem in the right long-term direction,” said Doran Hole, Chief Financial Officer and Executive Vice President of Stem. “We achieved strong GAAP and non-GAAP gross margins, driven by the strength of our high-margin software, services, and edge

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Operating Assets

California Resources Reports First Quarter 2025 Financial and Operating Results

First Quarter 2025 Financial Results Selected Production, Price Information and Results of Operations   1st Quarter     4th Quarter ($ in millions)     2025         2024   Net oil production per day (MBbl/d)     111         112   Realized oil price with derivative settlements ($ per

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Operating Assets

Graham Holdings Company Reports First Quarter Earnings

ARLINGTON, Va., April 30, 2025–(BUSINESS WIRE)–Graham Holdings Company (NYSE: GHC) today reported its financial results for the first quarter of 2025. The Company also filed its Form 10-Q today for the quarter ended March 31, 2025 with the Securities and Exchange Commission. Division Operating Results Revenue for the first quarter of 2025 was $1,165.9 million,

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Intangible Assets

Beachbody (BODi) Reports Fourth Quarter and FY 2024 Financial Results

Full Year 2024 Results Total revenue was $418.8 million compared to $527.1 million in the prior year. Digital revenue was $224.3 million compared to $258.4 million in the prior year. Nutrition and Other revenue was $187.8 million compared to $249.5 million in the prior year. Connected Fitness revenue was $6.6 million compared to $19.2 million

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Operating Assets

Record Backlog and Cloud Growth Propel …

Backlog: Increased by $48 billion, reaching $130 billion, up 63% year-over-year. Cloud Revenue: Total cloud revenue at SaaS and IaaS was $6.2 billion, up 25%. SaaS Revenue: $3.6 billion, up 10%. IaaS Revenue: $2.7 billion, up 51%. Total Cloud Services and License Support Revenue: $11 billion, up 12%. Infrastructure Subscription Revenues: $6.2 billion, up 18%.

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Operating Assets

Taiwan Semiconductor Manufacturing Co Ltd (TSM) Q4 2024 Earnings Call Highlights: Record …

Revenue: Fourth-quarter revenue increased 14.3% sequentially; full-year 2024 revenue increased 30% in USD terms to USD90 billion. Gross Margin: Increased by 1.2 percentage points sequentially to 59% in Q4 2024; full-year 2024 gross margin was 56.1%. Operating Margin: Increased by 1.5 percentage points sequentially to 49% in Q4 2024; full-year 2024 operating margin was 45.7%.

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Tangible Assets

Capital One and Tutor Perini Look Good on Price-to-Cash Flow

An old joke has a chief executive asking his accountant how much the company earned in the latest quarter. How much did you want it to be? the accountant replies. There’s always a bit of judgment that goes into financial figures. I’m a fan of GAAP earnings profits measured by generally accepted accounting principles. But

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