U.S. Communications Stock News

Procore Technologies recently reported second quarter results, exceeding analyst expectations with revenue of US$323.92 million and earnings per share that were ahead of estimates, despite reporting a widened net loss compared to the same period last year. The company also highlighted ongoing adoption of its new AI-driven solutions and provided guidance projecting continued revenue growth in both the third quarter and full year 2025. We'll now examine how Procore's robust revenue performance...

ZoomInfo Technologies reported second quarter 2025 results, announcing US$306.7 million in revenue and a shift from a net loss to net income year-over-year, while also raising its full-year revenue guidance and confirming Michael Graham O’Brien as permanent Chief Financial Officer. The company expanded API access across all Copilot plans and highlighted advances in AI-driven data innovation, strengthening its position in upmarket segments and with enterprise customers. We'll examine how...

Cadence Bank reported its second quarter earnings, noting year-over-year growth in net interest income to US$378.14 million, steady net income, and declared quarterly cash dividends for both common and preferred shareholders, with the next payouts scheduled for late August and early October 2025. The bank’s recent financial updates highlighted stable net charge-off trends and no activity under its announced share buyback program, coupled with continued capital returns to shareholders. We’ll...

Old National Bancorp recently reported its second-quarter 2025 earnings, highlighting growth in net interest income to US$514.79 million and an increase in net income to US$125.41 million year-over-year, with no shares repurchased during the quarter under its existing buyback program. An important leadership transition occurred as Timothy M. Burke, Jr. was appointed President and COO, bringing substantial Midwest banking experience to the company’s executive team. We’ll explore how the...

Agree Realty Corporation recently reported second quarter 2025 results, with revenue increasing to US$175.53 million and net income at US$49.2 million, while also raising its full-year investment and AFFO per share guidance. The company’s enhanced investment targets and robust liquidity position, including over US$2.3 billion available and no significant debt maturities until 2028, highlight confidence in continued acquisition activity and future growth potential. We'll explore how Agree...

On July 23, 2025, Victoria’s Secret launched the Body by Victoria FlexFactor Lightly Lined Plunge Demi Bra, the latest addition to its top-selling Body by Victoria collection, with the innovative design featuring wireless comfort and flexible support via advanced bra technology. This expansion of the brand’s number one collection, with one bra sold every 5 seconds and thousands of top reviews, underscores Victoria’s Secret’s continued emphasis on product innovation and consumer-focused...

In the past quarter, Centene Corporation reported a net loss of US$253 million and withdrew its 2025 financial guidance due to lower-than-expected market growth and higher morbidity across its markets, leading to several securities class action lawsuits over alleged misrepresentations regarding financial health and enrollment trends. Centene's decision to halt guidance and legal developments come after previously announcing extensive share buybacks exceeding US$8.7 billion and serve as a...

Packaging Corporation of America recently reported second quarter 2025 results showing US$2.17 billion in sales and net income of US$241.5 million, both up from a year earlier, and issued third quarter earnings guidance of US$2.80 per share, excluding special items. This announcement highlights consistent year-over-year growth in both revenue and profit, as well as management's expectations for continued earnings strength into the coming quarter. We'll explore how the company's increased...

Lincoln Electric Holdings recently reported second quarter 2025 earnings, with net income reaching US$143.4 million on sales of US$1,088.67 million, both up from the prior year, and announced the completion of a multi-year share repurchase program totaling approximately US$811.77 million for 7.84% of outstanding shares. Analysts responded by raising revenue and earnings forecasts for the company, as the outperformance against expectations strengthened market confidence in Lincoln Electric’s...

TechnipFMC recently reported second-quarter 2025 earnings, highlighting year-over-year growth with revenue reaching US$2.53 billion and net income rising to US$269.5 million, alongside the completion of a major share buyback and confirmation of its quarterly dividend. These developments show the company's focus on both financial performance and returning value to shareholders through consistent buybacks and dividends. We'll explore how TechnipFMC's strong earnings performance and ongoing...

MakeMyTrip Limited recently announced its earnings for the first quarter ended June 30, 2025, revealing increased revenue at US$268.85 million and net income at US$25.92 million compared to the same period last year. Despite a decrease in sales, the company achieved higher profits and improved earnings per share, signaling enhanced operating efficiency over the past year. We'll explore how MakeMyTrip's increased net income and rising earnings per share may reshape the company's investment...

Aramark’s Board of Directors recently approved a quarterly dividend of US$0.105 per share, payable to shareholders of record as of August 6, 2025, with payment scheduled for August 20, 2025. This dividend announcement highlights management’s confidence in the company’s ongoing financial stability and commitment to returning value to shareholders. We’ll now examine how this dividend decision shapes Aramark’s investment narrative, particularly its implications for shareholder value and cash...

Hut 8 Corp. recently released an operations update highlighting progress on energizing new infrastructure at its Cedarvale site and advancing commercialization efforts for its 205-megawatt Texas Panhandle project, both aimed at strengthening its low-cost operations model. The company's clear timeline for expanding and upgrading to next-generation ASICs reflects an intensifying focus on operational efficiency and future-ready capacity. We'll examine how the successful energization of new...

In the past week, Alphatec Holdings reported its second-quarter 2025 earnings, posting US$41.14 million in net loss while raising its full-year revenue guidance to US$742 million, now anticipating 21% annual growth. The company highlighted significant advancements in surgical technologies, including robotics and imaging, as key contributors to its improved outlook and strengthened market position. We will explore how Alphatec's raised revenue expectations, driven by strong surgical revenue...

FirstCash Holdings recently reported second-quarter 2025 results, highlighted by increased net income to US$59.81 million and an 11% quarterly dividend increase to US$0.42 per share, along with reaffirmed positive earnings guidance for the year. This performance occurred despite nearly flat year-over-year revenue, signaling resilience in the company's core pawn lending and retail services business. We'll examine how the significant dividend increase highlights management's confidence in...

Molina Healthcare recently issued updated earnings guidance for 2025 through 2027, projecting premium revenue targets of US$42 billion for 2025, US$46 billion for 2026, and at least US$52 billion for 2027, while reporting strong second-quarter revenue growth despite a reduction in net income compared to the previous year. While the company confirmed these ambitious long-term growth targets, there were no share repurchases conducted under its authorized buyback program during the latest...

Generac Holdings recently announced second quarter 2025 results, reporting US$1.06 billion in sales and net income of US$74.02 million, both increases from the prior year, alongside an updated full-year sales growth guidance of 2% to 5% and a completed share buyback tranche. The company's decision to narrow its sales growth guidance range and complete further share repurchases highlights management’s response to operational outperformance and evolving market conditions, including lower...

In late July 2025, Akamai Technologies partnered with Aqua Security to create an integrated solution that protects enterprise AI applications from development to deployment, addressing threats such as prompt injection and model manipulation across cloud, hybrid, and edge environments without requiring code changes. This collaboration combines Akamai’s Firewall for AI with Aqua’s runtime defense, offering organizations comprehensive visibility, control, and real-time threat mitigation as AI...

Dorman Products recently reported second quarter 2025 results showing US$540.96 million in sales and US$58.71 million in net income, both rising from last year, and raised its full-year earnings and sales growth guidance. Management attributed the improved performance and outlook to strong demand in its Light Duty business segment, as well as successful cost-saving and supply chain initiatives that boosted margins. We will explore how Dorman Products' increased annual earnings guidance,...

Corebridge Financial reported second quarter 2025 results showing revenue of US$2.74 billion and a net loss of US$660 million, compared to revenue of US$3.71 billion and net income of US$365 million a year earlier. Despite the reported net loss and lower revenues, the company declared a quarterly dividend and completed the majority of a major variable annuity reinsurance transaction, highlighting a focus on capital returns and risk reduction. We'll explore how Corebridge's strong adjusted...

East West Bancorp recently reported second quarter 2025 results, highlighting net interest income of US$617.07 million and net income of US$310.25 million, both higher than the prior year, along with ongoing share repurchases under its buyback program. An interesting development is that recent insider share purchases and the completion of a multi-year buyback signal strengthened confidence from both management and shareholders. We'll now examine how robust earnings growth and insider buying...

In late July 2025, International Flavors & Fragrances declared a regular quarterly cash dividend of US$0.40 per share, payable on October 10, 2025, and announced the appointment of Jesus Mantas and Paul Fribourg to its Board of Directors, with each taking roles on key board committees. The addition of two external directors, one with expertise in transformational business consulting and the other with a long-standing record in agribusiness and investment, may influence the company’s...

In late July 2025, Avidity Biosciences announced completion of enrollment in its global Phase 3 HARBOR trial for del-desiran in myotonic dystrophy type 1, and received FDA Breakthrough Therapy designation for delpacibart zotadirsen targeting Duchenne muscular dystrophy with exon 44 skipping. These milestones mark significant regulatory recognition and late-stage clinical progress for rare neuromuscular disease therapies, in areas where there are currently no approved treatments. We’ll...

Hims & Hers Health, Inc. recently reported second quarter 2025 earnings, highlighting a significant year-over-year sales increase to US$544.83 million and net income of US$42.51 million, but issued third-quarter revenue guidance below analyst expectations and faces escalating regulatory challenges following the termination of its Novo Nordisk partnership. While the company continues to post notable subscriber growth and introduces innovative personalized weight loss programs, ongoing legal...