In today’s briefing:
- NCC Group’s Strategic Review and Potential Sale: Examining Escode Division’s Impact on Shareholder Returns and Market Valuation
- Apple’s AI Gamble: Out With Giannandrea, In With Subramanya!
- Datadog Inside the Security Surge: Can Unified Observability + Security Redefine the Entire Market?
- Marvell Technology Acquires Celestial AI & Buys Into the Future of AI—$3.25 Billion Says It’s Serious!
- Check Point Software: Will Its Focus On Next-Gen Endpoint & Mobile Solutions Pay Off In The Long Term?
- SiTime’s $2 Billion Timing Bet? Why Renesas’s Clock Unit Could Be A Game-Changer!
- ServiceNow’s Next AI Leap Starts With Veza—Here’s What Analysts Are Missing!
- Take-Two Interactive: The Power Move Behind GTA VI’s Most Explosive Release Ever!
- Friday Take Away: 28 November 2025
NCC Group’s Strategic Review and Potential Sale: Examining Escode Division’s Impact on Shareholder Returns and Market Valuation
- NCC Group is considering selling its Escode division, potentially valued at GBP 300-350m, with proceeds likely returned to shareholders.
- The cybersecurity division could be sold for GBP 200m or more, with strategic buyers showing interest amid industry consolidation.
- Richard Griffith, a major shareholder with a 15% stake, indicates potential corporate action, supported by recent entity registrations.
Apple’s AI Gamble: Out With Giannandrea, In With Subramanya!
- Apple Inc.’s recent earnings call for Q4 Fiscal Year 2025 presents a mixed yet enlightening perspective on the company’s performance and outlook.
- Apple reported revenue of $102.5 billion, marking an 8% increase year-over-year, a record for the September quarter.
- This growth was significantly driven by the Services segment, which achieved an all-time revenue record of $28.8 billion, up 15% from the previous year.
Datadog Inside the Security Surge: Can Unified Observability + Security Redefine the Entire Market?
- Datadog reported a strong financial performance in Q3 2025, marked by significant revenue growth and a substantial increase in customer adoption.
- The company’s revenue reached $886 million, reflecting a 28% increase year-over-year, driven by robust customer acquisition and expansion among existing clients.
- Notably, new logo annualized bookings more than doubled year-over-year, indicating growing interest and adoption of Datadog’s platform.
Marvell Technology Acquires Celestial AI & Buys Into the Future of AI—$3.25 Billion Says It’s Serious!
- Marvell Technology Inc.’s latest financial results for the third quarter of fiscal year 2026 highlight both strengths and challenges that would inform an investment thesis.
- Marvell reported record revenue of $2.075 billion, marking a 37% year-over-year growth and a 3% sequential increase.
- This growth was primarily driven by the data center segment, which saw a substantial 38% year-over-year growth due to robust demand for Artificial Intelligence (AI) products.
Check Point Software: Will Its Focus On Next-Gen Endpoint & Mobile Solutions Pay Off In The Long Term?
- Check Point Software Technologies Ltd. recently reported strong financial performance for the third quarter amid rising demand across their cybersecurity portfolio.
- The company demonstrated robust growth, with calculated billings up 20% year-over-year, fueled by disciplined execution and heightened demand.
- Revenue increased by 7% to $678 million, exceeding guidance expectations.
SiTime’s $2 Billion Timing Bet? Why Renesas’s Clock Unit Could Be A Game-Changer!
- SiTime Corporation reported a notably strong financial performance for the third quarter of 2025, marked by significant revenue growth and enhanced profitability metrics.
- The revenue for the quarter reached $83.6 million, representing a 45% increase year-over-year, underscoring robust demand across SiTime’s diversified markets, particularly in AI-driven sectors.
- This performance was buoyed by considerable growth in the communications, enterprise, and datacenter (CED) sectors, which grew by 115% compared to the same period last year, and now constitute 51% of the company’s total revenue.
ServiceNow’s Next AI Leap Starts With Veza—Here’s What Analysts Are Missing!
- ServiceNow delivered a robust set of results for Q3 2025, demonstrating strong performance across key metrics and highlighting significant advances in their AI-driven strategy.
- The company reported subscription revenue growth of 20.5% year-over-year in constant currency, surpassing the top end of their guidance.
- The current remaining performance obligations (cRPO) matched this growth rate, exceeding expectations.
Take-Two Interactive: The Power Move Behind GTA VI’s Most Explosive Release Ever!
- Take-Two Interactive Software’s fiscal year 2026 second-quarter earnings report showcases a period of remarkable achievements and strategic advancements.
- The company reported net bookings of $1.96 billion, marking the best second quarter of net bookings in its history, driven by successful game releases, particularly in mobile gaming, and increased consumer engagement.
- NBA 2K26’s launch was a significant contributor, setting multiple records with high in-game spending, while Grand Theft Auto Online continued to enjoy a robust, active community.
Friday Take Away: 28 November 2025
- Friday Takeaway—delving a little deeper into UK small caps Friday Takeaway from UK Small Caps This will delve a little deeper on individual companies and focus on non-house stocks under £200m market capitalisation to raise awareness 28th November 2025 Alphabetically arranged Share prices and market capitalisations taken from Alpha Terminal from the current price on the day of publication.
- Top three shareholders are taken from the websites of the companies that we are writing about, unless there is a more up to date TR-1 notification RNS announcement.
- Advancing technology should benefit these two companies MTEC Helping Big Brother TCF Passing Milestones
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
