In today’s briefing:
- Verint Systems: Why Thoma Bravo May Be Eyeing This Flat-Growth AI Play!
- Netflix Is Going Unscripted: Music Shows, Live Events & Reality TV Shake-Up Its Strategy!
- [ETP 2025/27] WTI Volatile on Supply Risks; Henry Hub Slips on Softer Demand Outlook
- Ambarella in Play? Why This AI Chipmaker Is Suddenly on Every Rival’s Radar
- Why Mobix Labs Wants Peraso: The Surprising Value Behind a Loss-Making mmWave Pioneer!
- Pinterest’s Hidden Comeback: Why This Social Stock May Still Surprise Wall Street
- Core Scientific’s $3.7 Billion Puzzle: Why CoreWeave Might Be Ready to Buy a Loss-Making Giant
Verint Systems: Why Thoma Bravo May Be Eyeing This Flat-Growth AI Play!
- Verint Systems Inc. presented its Q1 2026 earnings results, showcasing a strong beginning to the fiscal year.
- The company reported accelerated annual recurring revenue (ARR) growth of 6%, with total revenue of $208 million and non-GAAP diluted earnings per share (EPS) of $0.29, both surpassing guidance expectations.
- This positive performance was primarily attributed to the company’s expanding AI momentum, led by its AI-powered bots and CX automation platform.
Netflix Is Going Unscripted: Music Shows, Live Events & Reality TV Shake-Up Its Strategy!
- Netflix, once the poster child for prestige TV and high-budget scripted series, is now rewriting its own playbook.
- In a strategic pivot to broaden its appeal, the streaming giant is aggressively moving into unscripted entertainment, including music competitions, celebrity interviews, global live events, and talent shows.
- Among the most notable developments, Netflix is set to debut Building the Band, a reality competition blending the secrecy of Love Is Blind with the structure of The Voice, hosted by Backstreet Boys’ AJ McLean.
[ETP 2025/27] WTI Volatile on Supply Risks; Henry Hub Slips on Softer Demand Outlook
- For the week ending 27/Jun, U.S. crude inventories rose by 3.8m barrels (vs. expectations of a 3.5m barrel decline). Gasoline stockpiles rose more than expected.
- The EIA reported a 55 Bcf storage build, while analysts forecasted a 48 Bcf increase. Storage levels are 6.2% above the five-year average but 5.6% below year-ago levels.
- BlackRock may offload its gas pipeline stake back to Aramco, while JP Morgan cut its 12-month PT on SLB and Goldman Sachs did the same for Halliburton.
Ambarella in Play? Why This AI Chipmaker Is Suddenly on Every Rival’s Radar
- Ambarella Inc., the Santa Clara-based semiconductor designer known for its AI-enabled imaging chips, is reportedly exploring strategic options—including a potential sale.
- The company has engaged bankers and quietly approached potential acquirers, according to Bloomberg.
- Shares of Ambarella surged over 21% on the news, pushing its market capitalization to approximately $2.6 billion.
Why Mobix Labs Wants Peraso: The Surprising Value Behind a Loss-Making mmWave Pioneer!
- Peraso Inc. reported its financial performance for the first quarter of 2025, unveiling a combination of significant advancements and continuing challenges faced by the company.
- The firm’s revenues reached $3.9 million, up from $2.8 million in the same quarter of the previous year, showing a clear year-over-year growth.
- This expansion was driven primarily by increased shipments of millimeter wave (mmWave) products, indicating their growing market acceptance.
Pinterest’s Hidden Comeback: Why This Social Stock May Still Surprise Wall Street
- Pinterest, once seen as an also-ran in the social media race, is quietly engineering one of the most data-driven comebacks in the digital advertising world.
- With its Q1 2025 results showing a 16% year-over-year revenue increase to $855 million and monthly active users (MAUs) hitting a record 570 million (+10% YoY), Pinterest is demonstrating clear traction.
- The platform’s focused evolution—from a passive pinboard to an AI-powered visual discovery engine with deep commerce integrations—is attracting attention across investor circles.
Core Scientific’s $3.7 Billion Puzzle: Why CoreWeave Might Be Ready to Buy a Loss-Making Giant
- Core Scientific’s first quarter fiscal year 2025 results highlight its strategic pivot towards high-density colocation infrastructure, driven largely by its significant agreements with CoreWeave.
- This strategic focus is shaped by the growing demand for advanced computing capabilities informed by AI-driven infrastructures, representing both opportunities and challenges for the company’s future.
- A pivotal point in Core Scientific’s strategy is its collaboration with CoreWeave, which underpins its expansion into AI-focused datacenter infrastructure.
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