U.S. Communications Stock News

Southern Energy S.A. announced it has reached final investment decision for the 20-year charter of Golar LNG’s 3.5MTPA MK II FLNG unit, with an expected annual net charter hire of US$400 million plus a commodity-linked tariff, set to commence operations in Argentina around 2028. This charter adds substantial, highly visible long-term revenue, and marks a significant step in establishing Argentina as a new LNG export hub involving leading local industry partners. We'll explore how securing a...

In late July 2025, Matson, Inc. reported its second quarter earnings, raised its full-year guidance, and announced the completion of a significant tranche under its ongoing share buyback program, having repurchased 860,000 shares worth US$92.73 million. Management's willingness to boost full-year earnings expectations and execute share repurchases highlights confidence in performance, even as the company anticipates softened freight rates and volumes in upcoming quarters. We’ll explore how...

On August 5, 2025, News Corporation reported fourth quarter results with revenue of US$2.11 billion and net income of US$743 million, alongside the launch announcement of The California Post by New York Post Media Group. The California Post aims to strengthen News Corp’s national media reach, tapping into California’s large digital audience and growing interest in locally relevant reporting. We'll assess how News Corp’s significant increase in earnings and new media expansion could shape its...

Marqeta, Inc. recently reported second quarter 2025 results, with quarterly sales reaching US$150.39 million, up from US$125.27 million a year earlier, while moving from a net income of US$119.11 million last year to a small net loss of US$647,000. The company also raised its full-year 2025 revenue growth outlook following strong transaction volume growth across core lending and expense management verticals, despite some macroeconomic uncertainties. We’ll now explore how Marqeta’s upgraded...

PTC Therapeutics, Inc. reported its second quarter and six-month earnings for the period ended June 30, 2025, showing a decrease in quarterly revenue to US$178.88 million and a reduction in net loss to US$64.85 million compared to the previous year. For the first half of 2025, the company posted a very large improvement, moving from a net loss to net income of US$801.71 million and reporting basic earnings per share of US$10.22 from continuing operations. We'll explore how the significant...

Pagaya Technologies reported strong second quarter 2025 results, with revenue of US$326.4 million and net income of US$16.66 million, reversing a significant loss from the previous year, and raised both third-quarter and full-year earnings guidance. This shift from loss to profitability and the company's increased confidence in future revenue and net income reflect continued momentum and operational progress in its AI-driven financial services platform. We'll examine how Pagaya's transition...

In the past week, Quaker Chemical Corporation reported second quarter results, posting sales of US$483.4 million and a net loss of US$66.58 million, primarily due to an US$88.8 million goodwill impairment charge in its EMEA segment. Despite a dividend increase and completing a share repurchase program, Quaker Chemical's results reflected ongoing economic headwinds and a significant decline in profitability compared to last year. We'll explore how the goodwill impairment and weak earnings...

Apple and Corning recently announced an expansion of their partnership, with Apple committing US$2.5 billion to produce all iPhone and Apple Watch cover glass at Corning's Harrodsburg, Kentucky facility, making it the sole global supplier of this glass. This move marks the first time all iPhone and Apple Watch cover glass will be manufactured entirely in the U.S., and includes the creation of the world's largest smartphone glass production line along with a dedicated innovation center for...

Rigetti Computing reported its Q2 2025 results on August 12, revealing quarterly sales of US$1.8 million and a net loss of US$39.65 million, both weaker than the prior year. While financial performance faced pressure, management emphasized continued advances in quantum hardware and developing partnerships as key areas of long-term focus. We’ll examine how Rigetti’s ongoing investments in quantum technology innovation shape the company’s investment narrative following these quarterly...

On August 6, 2025, Power Integrations announced a US$0.21 per share dividend and reported second-quarter revenue of US$115.85 million, up from US$106.2 million a year earlier, while providing guidance for third-quarter revenues of US$118 million, plus or minus US$5 million. Despite higher revenues and ongoing share repurchases, the company continues to face headwinds from tariffs and slower bookings, especially in the appliance segment, even as it expresses optimism about long-term growth...

Capri Holdings Limited recently reported its first quarter results for fiscal 2026, posting net income of US$53 million on sales of US$797 million, a return to profitability compared to a loss a year ago, and issued new revenue and earnings guidance for the next quarter and full year. Shortly after, Capri Holdings also filed a US$52.1 million shelf registration for 2.5 million ordinary shares in an ESOP-related offering, suggesting a focus on employee engagement and potential changes to its...

Earlier today, Lululemon Inc. experienced a Power Inflow event, a key trading signal interpreted as institutional buying activity and heightened investor interest in the stock. This surge in trading volume is considered a bullish indicator by market participants, reflecting strong involvement from 'smart money' and potentially amplifying momentum in Lululemon shares. We'll examine how this signal of institutional accumulation could reshape Lululemon's investment narrative, with a focus on...

Edgewell Personal Care recently reported third quarter results showing sales of US$627.2 million and net income of US$29.1 million, and lowered its full-year guidance, now anticipating a 1.3% decline in organic net sales and GAAP EPS of about US$1.73. Despite ongoing share buybacks and a maintained quarterly dividend, management’s move to cut outlook highlights near-term operational challenges facing the company. We'll explore how Edgewell’s reduced full-year outlook affects the company's...

In August 2025, Watts Water Technologies reported solid second-quarter earnings, with sales rising to US$643.7 million and net income increasing to US$100.9 million compared to a year earlier, alongside an improved outlook for the remainder of the year. The company's raised sales and margin guidance reflects management's increased confidence in both operational performance and market demand, as reinforced by active share repurchases and a dividend affirmation. Next, we'll examine how Watts’...

Unity Software Inc. recently announced its second-quarter 2025 results, reporting a year-over-year sales decrease to US$440.94 million and a narrowed net loss of US$108.8 million, while also issuing third-quarter revenue guidance of US$440 million to US$450 million. In addition, the company's property and equipment impairments for the quarter dropped significantly compared to the same period last year, indicating tighter asset management. We'll examine how Unity's new earnings guidance and...

On August 1, 2025, iQIYI announced that Mr. Junjie He and Ms. Shanshan Cui resigned from the board and were replaced by Mr. Haijian He, who became board chairman, and Mr. Zhanbing Xu, both joining the compensation committee. The appointment of Baidu’s CFO, Mr. Haijian He, and an experienced compensation leader from Baidu brings significant financial and management expertise to iQIYI’s leadership team. We’ll examine how the addition of Mr. Haijian He as chairman could influence iQIYI’s...

Topgolf Callaway Brands Corp. recently reported second quarter 2025 results showing a decline in revenue to US$1.11 billion and net income to US$20.3 million, and lowered its full-year 2025 consolidated net revenue guidance to a range between US$3.80 billion and US$3.92 billion from its previous projection. The company also announced the upcoming resignation of CEO Artie Starrs, who will remain with the business until September 2025 to assist with the leadership transition. With the lowered...

SiTime Corporation recently reported its second quarter results with sales of US$69.49 million and a reduced net loss of US$20.18 million compared to the previous year, while also issuing third quarter revenue guidance of US$77 million to US$79 million. A key insight is that the company not only delivered substantial year-over-year revenue growth, but also indicated an expectation of further improvement in the upcoming quarter, signaling continued momentum in its business performance. We'll...

Cabot Corporation recently reported third-quarter fiscal 2025 earnings above analyst expectations, with adjusted earnings per share reaching US$1.90 despite a 9.2% year-over-year decline in net sales to US$923 million. In addition to reaffirming its fiscal 2025 guidance, Cabot has outlined plans for acquisitions and investments targeting growth areas such as batteries and conductive materials, while highlighting robust cash flow and a disciplined capital allocation approach. We'll explore...

Intellia Therapeutics recently announced that Dr. David Lebwohl, its Executive Vice President and Chief Medical Officer, will retire effective August 7, 2026, and also reported second quarter 2025 financial results showing a reduced net loss year-over-year. The decrease in net loss, both for the quarter and the first half of the year, stands out as a significant shift in the company’s financial trajectory. We’ll explore how the improved quarterly loss positions Intellia Therapeutics within...

DHT Holdings, Inc. recently reported second quarter 2025 results, revealing a year-over-year revenue decline to US$128.32 million but an increase in net income to US$56.1 million, while also securing a US$308.4 million senior secured credit facility to finance four newbuild VLCCs scheduled for delivery in 2026. Heightened activity in the options market and downward revisions in earnings estimates reflect a degree of uncertainty around DHT Holdings’ near-term outlook despite improved net...

Gap has recently drawn investor interest after several quarters of exceeding earnings estimates and amidst optimistic analyst expectations ahead of its next earnings report, while broader retail sentiment was boosted by milder inflation data and easing tariff concerns with China. An important insight is that Gap's momentum appears to be supported both by company-specific performance signals and a more favorable economic backdrop that may benefit retail spending. We'll examine how renewed...

Earlier this month, Rayonier Inc. reported second quarter 2025 earnings showing a significant increase in net income, driven by the completed sale of its New Zealand joint venture for US$710 million and a robust performance in Pacific Northwest Timber and Real Estate segments. This asset sale has allowed Rayonier to focus on its core U.S. operations, strengthen its balance sheet, and pursue capital returns to shareholders through buybacks and potential debt reduction. We'll examine how...

The Walt Disney Company recently reported strong third quarter and nine-month earnings, with revenue rising to US$23.65 billion and net income more than doubling year-over-year, while ESPN and WWE announced an exclusive U.S. streaming rights partnership for WWE premium live events beginning in 2026. This development is poised to significantly expand ESPN's direct-to-consumer reach, integrating high-demand sports and entertainment content to further boost Disney's streaming offerings and...