In today’s briefing:
- Power Integrations Powers Up with GaN Breakthroughs—Is It Time To BUY Into the Future?
- NCR Voyix: How Its Gradual Transition to a Recurring Revenue Model Is Panning Out In Terms Of Financial Impact!
- Frontdoor Just Launched a Game-Changing App—Is This the Future of Home Services?
- Is the Valuations Divergence Justified? Mediatek Vs TSMC
- Braze Inc: How Are They Demonstrating Resilience in a Dynamic Competitive Landscape?
- Lululemon Athletica Faces New Tariff Pressures Through Vietnam
- Cable One’s Billion-Dollar Bet: Can Tech Upgrades & Customer Gains Help Them Outrun the Competition?
- GameStop’s Secret Weapon: How Smart Vendor Deals Could Revive Its Fortunes!
- DoubleVerify Just Partnered With Meta and TikTok—Is This the Ultimate Social Media Power Play?
- PVH Corporation’s Mixed Bag: Calvin Klein & Tommy Hilfiger Shine But Global Headwinds & China Are A Cause Of Concern!
Power Integrations Powers Up with GaN Breakthroughs—Is It Time To BUY Into the Future?
- Power Integrations, Inc., a company renowned for its high-performance electronic components focused on power conversion, reported its fourth quarter and full-year results, highlighting a mix of challenges and opportunities.
- The company’s Q4 revenue reached $105 million, marking an 18% increase year-over-year but a sequential decline of 9%.
- Despite these mixed signals, revenue for 2024 stood at $419 million, reflecting a 6% decrease from the previous year.
NCR Voyix: How Its Gradual Transition to a Recurring Revenue Model Is Panning Out In Terms Of Financial Impact!
- NCR Voyix’s latest earnings offers crucial insights into the company’s strategic position and operational performance over the fourth quarter of 2024.
- The company reported a decline in revenue, notably from its hardware division, aligning with expectations of a challenging market environment.
- The total revenue stood at $682 million, with adjusted EBITDA showing a significant increase by 75% to $114 million, aided by cost-cutting measures and a focus on recurring revenue streams.
Frontdoor Just Launched a Game-Changing App—Is This the Future of Home Services?
- Frontdoor’s financial performance in the third quarter of 2024 reflects both achievements and challenges for the company as it navigates a fluctuating market environment.
- The company reported a 3% increase in revenue to $540 million compared to the same period last year, alongside a notable rise in gross profit margin by 550 basis points to reach 57%.
- Net income saw a substantial uptick of 40% to $100 million, while Adjusted EBITDA increased by 29% to $165 million.
Is the Valuations Divergence Justified? Mediatek Vs TSMC
- From mid-Feb-25 to yesterday, MTK’s stock has declined -18% versus TSM -25%. Similar enough. But Mediatek is trading at average forward PEx 16.6x whereas TSMC is cheap at 12.8x.
- Consensus forecasts more growth for TSM over 2025-27, a strong 2025 with EPS up 33%. Less growth for MTK, a slow 2025 with EPS up 9%. Why MTK more expensive?
- Higher growth but lower PEx, how much risk in TSM earnings? Low valuations could reflect a misunderstanding on the impact of US import tariffs.
Braze Inc: How Are They Demonstrating Resilience in a Dynamic Competitive Landscape?
- Braze, a customer engagement platform, reported its fiscal fourth-quarter 2025 results, showcasing several key developments and financial performance metrics.
- The company recorded revenue of $160.4 million, marking a 22% year-over-year increase and a 5% growth from the previous quarter.
- This performance highlights the continued high return on investment (ROI) and enduring value of the Braze Customer Engagement Platform, bolstered by effective global team execution.
Lululemon Athletica Faces New Tariff Pressures Through Vietnam
- Lululemon Athletica Inc. recently reported its fourth-quarter and full-year financial results, marking another year of growth, while also spotlighting both achievements and challenges.
- The company reported total revenue for the fourth quarter, excluding the 53rd week, increased by 8% year-over-year, or 9% on a constant currency basis.
- Operating margin expanded by 40 basis points to 28.9%, and earnings per share rose by 16%.
Cable One’s Billion-Dollar Bet: Can Tech Upgrades & Customer Gains Help Them Outrun the Competition?
- Cable One’s recent earnings presented a mixed set of financial results for its fourth quarter and full-year 2024.
- The company, while navigating competitive pressures and changes in subscriber programs, managed to demonstrate some resilience in strategies aimed at stabilizing its business.
- On the positive side, Cable One reported growth in its business broadband revenue by 2.6% year-over-year, driven by rising demand across its carrier, enterprise, and wholesale segments.
GameStop’s Secret Weapon: How Smart Vendor Deals Could Revive Its Fortunes!
- GameStop Corporation reported its fourth-quarter and full-year financial results for 2022 with a noticeable shift toward profitability and efficient operations amidst a challenging retail environment.
- The company’s transformation over the past couple of years has been a story of significant restructuring and strategic shifts aimed at revitalizing its financial health and market positioning.
- A notable positive from the results is GameStop’s turnaround from a net loss in the fourth quarter of 2021 to a net income of $48.2 million in the same period of 2022.
DoubleVerify Just Partnered With Meta and TikTok—Is This the Ultimate Social Media Power Play?
- DoubleVerify, a company providing digital media measurement solutions, concluded 2024 with several notable achievements and a number of challenges that shape both its financial performance and future outlook.
- Overall, DoubleVerify delivered substantial growth in revenue, achieving a 15% year-over-year increase to $657 million.
- This growth was driven by significant momentum across its three main revenue streams.
PVH Corporation’s Mixed Bag: Calvin Klein & Tommy Hilfiger Shine But Global Headwinds & China Are A Cause Of Concern!
- PVH Corp’s recent earnings reflects a mix of achievements and challenges in the fiscal year 2024 and sets cautious expectations for 2025.
- The company, which owns iconic brands Calvin Klein and Tommy Hilfiger, surpassed its initial 2024 guidance both in terms of revenue and non-GAAP EPS.
- However, it faced a decrease in overall revenue compared to previous years, largely attributed to divestitures and external economic factors.
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