Daily Brief United States: Agilent Technologies, Dolby Laboratories Inc Cl A, Millicom International Cellula, Walmart, Zoom Video Communications Inc, Crude Oil, Comcast Corp Class A, Lifevantage , Macy’s Inc, Waterdrop Inc and more

• Agilent Technologies, Inc. recently reported its fourth-quarter results for fiscal year 2025, showcasing robust performance across numerous dimensions.
• The company’s revenue for the quarter was $1.86 billion, representing growth of 7.2% on a core basis.
• This marked Agilent’s sixth consecutive quarter of core revenue growth acceleration, with the results surpassing the high end of their guidance range.

• Dolby Laboratories reported its fourth quarter and full fiscal year 2025 results, revealing a 6% increase in annual revenue, reaching $1.35 billion, which aligns with the company’s previously communicated guidance.
• Operating margins also expanded by 1.8 percentage points.
• Revenue for the fourth quarter came in at $307 million, surpassing the midpoint of guidance, with non-GAAP earnings per share (EPS) at $0.99.

• Millicom International Cellular S.A. has entered a new phase of strategic expansion following its $380 million acquisition of Telefónica Ecuador, coming on the heels of the recently completed Telefónica Uruguay transaction.
• These moves mark the clearest signal yet that TIGO is actively consolidating high-quality telecom assets across Latin America, prioritizing markets with stable macroeconomic frameworks, dollarized or investment-grade characteristics, and strong demand for digital services.
• The Ecuador deal expands TIGO’s footprint to 11 countries and adds a meaningful revenue and EBITDA base while reinforcing its position as the leading pure-play telecom operator in the region.

• Walmart Inc.’s latest earnings call revealed a performance that mirrors both the robust growth and the challenges the company faces as it continues to evolve.
• Walmart’s consolidated revenue in constant currency increased by 6%, marking a significant growth driven largely by e-commerce, which saw a 27% surge in sales.
• This climb reinforces Walmart’s omnichannel model, highlighting the synergy between its physical stores and digital platforms.

• Zoom’s third-quarter financial performance for the fiscal year 2026 showcased several notable achievements and challenges.
• On the positive side, Zoom saw an increase in total revenue, growing by 4.4% year over year to $1.23 billion, surpassing its guidance expectations.
• The company continues to benefit from its Enterprise segment, which grew 6.1%, representing 60% of its total revenue, up one percentage point from the previous year.

• Crude oil futures were sliding lower Monday as concerns over a massive oversupply in the new year again offset geopolitical events, leaving benchmarks floundering at around two-month lows.
• Front-month Feb26 ICE Brent  futures were trading at  $60.39/b (2055 GMT) versus Friday’s settle of $61.12/b, while Jan26 NYMEX WTI was at $56.67/b against a previous close of $57.44/b.
• While the market has been dogged by fears of a 2026 surplus, geopolitical uncertainty has injected some risk premium into prices and provided something of a floor, although benchmarks remain close to 2025 lows.

• Comcast plans to spin off its cable networks business in early 2026, with regular-way trading expected to begin on January 6, 2026.

• Versant generates meaningful adjusted EBITDA and free cash flow.

• However, despite the cash generation, it is difficult to build conviction in the equity story.

• Macy’s, Inc.’s third-quarter 2025 results demonstrate positive momentum and promising indicators for future performance, underpinned by the ongoing execution of its “Bold New Chapter” strategy.
• There are significant positive trends, yet several challenges remain.
• From an optimistic standpoint, Macy’s, Inc. exceeded its guidance in multiple key metrics.

• Waterdrop Inc. is a leading technology platform in China’s online insurance and healthcare sector, leveraging a unique business model that combines a medical crowdfunding platform with an online insurance marketplace.
• The company has demonstrated a strong growth trajectory and a consistent record of profitability, having maintained GAAP profitability for 15 consecutive quarters. Recent quarters show significant year-over-year growth in revenue and net profit, driven by its core insurtech business and advancements in AI.
• Key risks for investors include the stringent and evolving regulatory landscape in China, intense market competition, and geopolitical risks associated with its U.S. stock listing.

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