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UK government must act on Iran war impact, retailers warn
Reuters· 2026-05-06 07:04
UK government must act on Iran war impact, retailers warn | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv People and shoppers are reflected in a puddle on Oxford Circus in London, Britain July 31, 2025. REUTERS/Jack Taylor Purchase Licensing Rights, opens new tab LONDON, May 6 (Reuters) - Britain's retail sector called on the government to help with soaring costs as a result of the Iran war on Wednesday, warning that without support it will be harder ...
Astera Labs, Inc.(ALAB) - 2026 Q1 - Earnings Call Transcript
2026-05-06 05:32
Astera Labs (NasdaqGS:ALAB) Q1 2026 Earnings call May 05, 2026 04:30 PM ET Operator Good afternoon, my name is Audra, and I will be your conference operator today. At this time, I would like to welcome everyone to the Astera Labs Q1 2026 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After management remarks, there will be a question and answer session. If you would like to ask a question during this time simply press star followed by the number one on your tel ...
Jacobs Solutions (J) - 2026 Q2 - Earnings Call Transcript
2026-05-06 05:32
Jacobs Solutions (NYSE:J) Q2 2026 Earnings call May 05, 2026 04:30 PM ET Company ParticipantsBert Subin - Senior VP of Investor RelationsBob Pragada - Chair and CEOVenk Nathamuni - EVP and CFOConference Call ParticipantsAdam Bubes - AnalystAndrew Wittmann - AnalystJamie Cook - AnalystJerry Revich - AnalystMichael Dudas - AnalystNatalia Bak - AnalystSabahat Khan - AnalystSangita Jain - AnalystSteven Fisher - AnalystOperatorGreetings, and welcome to Jacobs Fiscal Second Quarter 2026 earnings conference call a ...
Jacobs Solutions (J) - 2026 Q2 - Earnings Call Transcript
2026-05-06 05:32
Jacobs Solutions (NYSE:J) Q2 2026 Earnings call May 05, 2026 04:30 PM ET Company Participants Bert Subin - Senior VP of Investor Relations Bob Pragada - Chair and CEO Venk Nathamuni - EVP and CFO Conference Call Participants Adam Bubes - Analyst Andrew Wittmann - Analyst Jamie Cook - Analyst Jerry Revich - Analyst Michael Dudas - Analyst Natalia Bak - Analyst Sabahat Khan - Analyst Sangita Jain - Analyst Steven Fisher - Analyst Operator Greetings, and welcome to Jacobs Fiscal Second Quarter 2026 earnings co ...
Astera Labs, Inc.(ALAB) - 2026 Q1 - Earnings Call Transcript
2026-05-06 05:32
Astera Labs (NasdaqGS:ALAB) Q1 2026 Earnings call May 05, 2026 04:30 PM ET Company ParticipantsDesmond Lynch - CFOJitendra Mohan - CEO and Co-FounderLeslie Green - Investor RelationsSanjay Gajendra - President, COO, and Co-FounderConference Call ParticipantsAnanda Baruah - AnalystBlayne Curtis - AnalystHarlan Sur - AnalystJoseph Moore - AnalystNatalia Winkler - AnalystQuinn Bolton - AnalystRoss Seymore - AnalystSam Feldman - AnalystSebastien Naji - AnalystSuji DeSilva - AnalystTore Svanberg - AnalystNone - ...
Jacobs Solutions (J) - 2026 Q2 - Earnings Call Transcript
2026-05-06 05:30
Jacobs Solutions (NYSE:J) Q2 2026 Earnings call May 05, 2026 04:30 PM ET Speaker8Greetings, and welcome to Jacobs Fiscal Second Quarter 2026 earnings conference call and webcast. At this time, all participants are on a listen-only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, press star one again. I would now like to turn ...
Astera Labs, Inc.(ALAB) - 2026 Q1 - Earnings Call Transcript
2026-05-06 05:30
Astera Labs (NasdaqGS:ALAB) Q1 2026 Earnings call May 05, 2026 04:30 PM ET Speaker8Good afternoon, my name is Audra, and I will be your conference operator today. At this time, I would like to welcome everyone to the Astera Labs First Quarter 2026 Earnings Conference Call. After management remarks, there will be a question and answer session. I will now turn the call over to Leslie Green, investor relations for Astera Labs. Please go ahead.Speaker6Good afternoon, everyone. Welcome to Astera Labs' First Quar ...
Palantir resets annual forecast on strong U.S. government demand
Yahoo Finance· 2026-05-05 23:33
核心业绩表现 - 2026年第一季度营收达到16.33亿美元 同比增长85% 环比增长16% 创下自2020年上市以来的最快增速 并连续第十一个季度实现收入增长加速 [1][2] - 营收大幅超出伦敦证券交易所集团分析师普遍预期的15.4亿美元 [2] - 调整后每股收益为0.33美元 高于0.28美元的普遍预期 公认会计准则每股收益为0.34美元 [3] - 调整后自由现金流达到9.25亿美元 利润率为57% 季度末现金、现金等价物及美国国债总额为80亿美元 [3] - 公司因此大幅上调了全年业绩指引 幅度令华尔街重新评估 [1] 业务增长驱动力 - 美国政府部门收入同比增长84%至6.87亿美元 增速较第四季度的66%进一步加快 并在当季确认了一份价值3亿美元的美国农业部合同 [5] - 美国政府业务具有长期性、深度嵌入且难以替代的特点 这种客户粘性是公司估值高于同行的主要原因之一 [6] - 即使商业业务受到更多关注 政府板块仍是支撑公司长期收入可见性的基石 [7] - 美国商业收入同比增长133%至5.95亿美元 略低于StreetAccount共识预期的6.05亿美元 [8] - 美国商业客户数量达到615个 同比增长42% [8] 管理层评论与行业定位 - 首席执行官亚历克斯·卡普指出 公司的“Rule of 40”分数飙升至145% 打破了这一衡量标准 [4] - 卡普表示 这一成就目前仅由其他人工智能基础设施公司实现 包括英伟达、美光科技和SK海力士 [4] - 增长动力来自于美国业务规模增长超过一倍 推动上季度实现85%的同比增长 [4]
Nokia Just Sold Its Wi-Fi Box Business. The Market Loved It.
Yahoo Finance· 2026-05-04 23:26
Nokia Just Sold Its Wi-Fi Box Business. The Market Loved It. - Moby THE GIST Nokia has spent years trying to convince investors it is an AI infrastructure play, not a gadget maker. Selling its fixed wireless access business to Inseego is the clearest signal yet that it means it. WHAT HAPPENED Nokia announced it agreed to sell its Fixed Wireless Access customer premises equipment business to Inseego, a San Diego-based wireless broadband specialist. The deal is expected to close in the fourth quarter o ...
SanDisk Stock’s 3,314% Rally Leaves Little Room to Run
Yahoo Finance· 2026-05-04 22:44
An infographic titled 'SanDisk (SNDK) 12-Month Price Prediction'. The top section, 'THE CALL,' shows a starting value of $1,096.51 moving to a target of $1,025.88, representing a -6.4% change, with a 'HOLD' recommendation and 90% confidence. Below, 'HOW WE GOT THERE' details a weighted base of $857.76 derived from Trailing P/E-Based Price $1,096.51, Forward P/E-Based Price $684.89, and Analyst Consensus $986.71. 'OUR ADJUSTMENTS' illustrates that the weighted base of $857.76 is increased by a 247Factor Adju ...