$WEN shares under pressure despite Q4 beat. 📉🍔
✅ Q4 Rev: $543M (Beat $537.5M est)
✅ Q4 EPS: $0.16 (Beat $0.15 est)
⚠️ 2026 Guidance: $0.56–$0.60 EPS (Well below $0.85 consensus)
$MRNA Q4 2025: Turning the corner! 🧬
📉 Rev: $678M (Beat estimates of $663M)
✅ Loss per share: -$2.11 (Better than -$2.62 expected) ✂️ Cost Cutting: Slashed annual expenses by 30% ($2.2B)
🚀 2026 Guidance: Target up to 10% revenue growth!
$DKNG Q4 2025: A record-breaking finish to the year! 📈
🔥 Q4 Revenue: $1.99B (+43% YoY)
🚀 Record Adj. EBITDA: $343.2M (Up 284% YoY)
💰 Fiscal 2025: First full year of positive net income!
Guidance: 2026 Rev expected at $6.5B-$6.9B. The growth engine is still humming.
Palo Alto Networks completes acquisition of CyberArk
Identity Security now a core pillar of PANW’s platformization strategy. Combined platform secures every identity — human, machine & agentic
Deal terms: CyberArk shareholders receive $45 cash+ 2.2005 PANW shares per CYBR share
Cisco Systems ($CSCO) Q2 FY26 Results 🌐
• Revenue: $15.3B (+10% YoY)
– Product revenue +14%
– Services revenue -1%
• Non-GAAP EPS: $1.04 (+11% YoY)
• GAAP EPS: $0.80 (+31% YoY)
McDonald’s ($MCD) Q4 & FY25 Results 🍟
• Q4 revenue: $7.0B (+10% YoY)
– Franchised revenues +9%
– Company-owned sales +10%
• Diluted EPS: $3.03 (+8% YoY)
– $3.12 ex one-time charges
$KO Coca-Cola – Q4 & FY25 Results
Q4:
▪️ Revenue: $11.8B (+2%)
▪️ Organic revenue: +5%
▪️ Net income: -32%
FY25:
▪️ Revenue: $47.9B (+2%)
▪️ Organic revenue: +5%
▪️ Net income: +38%
▪️ Comparable op income: +13%
$ACM AECOM – Q1 FY26 Earnings
▪️ Revenue: $3.83B (↓5% YoY)
▪️ Adj. EBITDA Margin: 16.4% (+100 bps YoY)
▪️ Backlog: Record high, ↑9%
▪️ Book-to-burn: 1.5x
$UBER Uber – Türkiye Expansion
Uber to acquire Getir’s delivery portfolio in Türkiye (food, grocery, retail & water delivery), subject to regulatory approval.
🎯 Strategy:
▪️ Broader consumer selection
▪️ More delivery opportunities
▪️ Higher demand for restaurants & retailers
$NWSA News Corp (Class A) – Buyback Update
On Feb 6, News Corp repurchased:
▪️ 800,095 Class A shares ($20.89M)
▪️ 80,000 Class B shares ($1.84M)
💰 Total spent: ~$22.73M
📈 Price range: $22.405 – $27.21
Continued capital return via buybacks.
Ubiquiti ($UI) posted Q2 FY26 record revenue of $814.9M, up 35.8% YoY
• GAAP EPS: $3.86 | Non-GAAP EPS: $3.88
• Cash dividend: $0.80/share, payable Feb 23, 2026
• Strong growth reflects robust demand and operational performance
Under Armour Class A ($UAA) reported Q3 FY26 revenue of $1.33B, down 5% YoY
• Gross margin fell 310 bps to 44.4%
• Restructuring charges: $75M
• Net loss: $431M, including a $247M deferred tax valuation allowance
MarketAxess ($MKTX) reported Q4 FY25
revenue of $209.4M, up 3.5% YoY
• Growth was largely FX-driven, with $1.6M benefit from currency tailwinds
• Diluted EPS: $2.51 (net income $92.4M), excluding notable items
• On a comparable basis, EPS was $1.68 on $61.9M net income
