June 8, 2025
Intangible Assets

Record Sales Amidst Market Challenges

Sales: Increased 1% year over year to $940 million. Operating Margin: Improved by 80 basis points over 2024. Adjusted EPS: $0.99, up approximately 8% versus prior year. Mobile Solutions Sales: $583 million, roughly flat with prior year. Industrial Solutions Sales: Rose 5% to $283 million. Aerospace and Defense Sales: Reached a record $52 million. Life

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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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Intangible Assets

Maximus Reports Fiscal Year 2025 Second Quarter Results

Further Raise to FY25 Revenue and Earnings Guidance TYSONS, Va., May 08, 2025–(BUSINESS WIRE)–Maximus (NYSE: MMS), a leading provider of government services, reported financial results for the three and six months ending March 31, 2025. Highlights for the second quarter of fiscal year 2025 include: Diluted earnings per share were $1.69 and adjusted diluted earnings

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Operating Assets

Fulgent Genetics Inc (FLGT) Q1 2025 Earnings Call Highlights: Navigating Growth and Challenges

Revenue: $73.5 million in Q1 2025, compared to $76.2 million in Q4 2024. GAAP Gross Margin: 38.6%. Non-GAAP Gross Margin: 41%. GAAP Operating Expenses: $48.1 million in Q1 2025. Non-GAAP Operating Expenses: $37.4 million. Adjusted EBITDA Loss: $2.9 million in Q1 2025. Non-GAAP Income: $1.2 million, or $0.04 per share. Stock Repurchase: 646,000 shares repurchased

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Operating Assets

Freshworks Reports First Quarter 2025 Results

Financial Outlook We are providing estimates for the second quarter and full year 2025 based on current market conditions and expectations. The revenue growth rates are adjusted for constant currency to provide better visibility into the underlying business trends. We emphasize that these estimates are subject to various important cautionary factors referenced in the section

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Operating Assets

MSCI Reports Financial Results for First Quarter 2025

First Quarter Consolidated Results Operating Revenues: Operating revenues were $745.8 million, up 9.7%. Organic operating revenue growth was 9.9%. The $65.9 million increase was the result of a $39.6 million increase in recurring subscription revenues and a $27.2 million increase in asset-based fees, partially offset by a $0.9 million decrease in non-recurring revenues. Run Rate

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Intangible Assets

ADTRAN Holdings, Inc. reports preliminary fourth quarter and full-year 2024 financial results

HUNTSVILLE, Ala., February 27, 2025–(BUSINESS WIRE)–ADTRAN Holdings, Inc. (NASDAQ: ADTN and FSE: QH9) (“ADTRAN Holdings” or the “Company”) today announced its preliminary unaudited financial results for the fourth quarter and full-year ended December 31, 2024. Adtran Holdings’ Chairman and Chief Executive Officer Tom Stanton stated, “Market conditions continued to improve during the fourth quarter driven

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Operating Assets

Strong Subscription Growth and Strategic …

Subscription Revenue: Grew 24% to $250.6 million in Q4, representing 96% of total revenue. Confluent Cloud Revenue: Increased 38% to $137.9 million, accounting for 55% of subscription revenue. Confluent Platform Revenue: Grew 10% to $112.7 million, making up 45% of subscription revenue. Non-GAAP Operating Margin: Improved to 5.2% in Q4, exceeding guidance. Free Cash Flow

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Operating Assets

Labor Strikes And Defense Charges Impact Performance, Loses $4.1 Billion In Free Cash Flow

Boeing Q4 Earnings: Labor Strikes And Defense Charges Impact Performance, Loses $4.1 Billion In Free Cash Flow Boeing Co (NYSE:BA) reported a 31% year-over-year revenue decline to $15.242 billion in the fourth quarter of 2024, missing the consensus of $16.174 billion. Adjusted loss per share grew to $5.90 from $0.47 in the same quarter of

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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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