U.S. Communications Stock News

Wayfair Inc. recently reported its second quarter 2025 financial results, showing sales growth to US$3.27 billion and a return to net profitability, with basic earnings per share from continuing operations reaching US$0.11 compared to a loss a year ago. An interesting highlight is Wayfair's physical retail expansion, with the announcement of a new large-format store in Denver, marking its growing presence in the Mountain West and underscoring its focus on combining digital and in-person...

Perella Weinberg Partners has announced a strong earnings turnaround for the second quarter of 2025, completed additional share buybacks, appointed new independent directors, and reaffirmed its quarterly dividend of US$0.07 per share. This combination of improved profitability and multiple shareholder-focused actions highlights the firm's efforts to strengthen its governance, capital allocation, and operational performance. We'll explore how Perella Weinberg's swing to profitability and...

In recent news, Ross Stores has expanded its store base at an average annual rate of 4.2% over the last two years, while same-store sales have grown by 3.5% per year in that period. This robust short-term growth, however, comes alongside concerns about the company's longer-term annualized revenue increase of only 5.8% over six years, suggesting questions around the sustainability of its current expansion strategy. We’ll examine how this accelerated pace of store openings could influence Ross...

Affirm announced it has expanded its collaboration with Google Pay, now enabling flexible payment options through autofill on Chrome, allowing eligible U.S. shoppers to access pay-over-time plans seamlessly across more online stores without extra merchant integration. This integration could significantly broaden Affirm’s reach by making its payment solutions conveniently available at checkout for Chrome and Android users, potentially expanding its user base and supporting continued...

Lincoln National Corporation recently reported its second quarter 2025 results, revealing that revenue fell to US$4.04 billion and net income dropped to US$699 million compared to the previous year, while also declaring dividends on Series C and D preferred stock and announcing no new share repurchases in the latest quarter. The earnings report also showed a swing to a small net loss for the first half of 2025, contrasting with strong profits a year earlier, underlining pressure on the...

Telephone and Data Systems, Inc. recently announced its second quarter 2025 earnings, reporting revenues of US$1.19 billion versus US$1.24 billion a year earlier, along with a net income increase to US$12 million from US$3 million. The company also revised its full-year revenue guidance downward and declared quarterly dividends on both its common and preferred shares, signaling an active approach to capital management amid changing financial conditions. We'll examine how the downward...

ARMOUR Residential REIT, Inc. recently completed a follow-on equity offering of 18,500,000 common shares, raising approximately US$302.48 million after amending its authorized share count from 125,000,000 to 175,000,000 shares. This sequence of actions expands the company's financial flexibility and alters its future capital structure and potential growth trajectory. We'll explore how ARMOUR Residential REIT's expanded authorized shares and completed equity offering shape its overall...

At Black Hat 2025, 7AI announced a collaboration with DXC Technology to launch the Agentic Security Operations Center, integrating autonomous AI agents into DXC’s managed security services for enhanced global coverage and response capability. This move places DXC Technology at the forefront of AI-driven security operations, leveraging 7AI’s agentic technology to deliver greater speed, accuracy, and efficiency for enterprise clients worldwide. We’ll explore how DXC’s integration of autonomous...

RBC Bearings recently announced its earnings for the first quarter ended June 28, 2025, reporting sales of US$436 million and net income of US$68.5 million, both higher than the prior year, alongside an updated guidance for the second quarter of fiscal 2026 projecting net sales between US$445 million and US$455 million. While the company did not repurchase any shares in the latest reported period, it completed a total buyback of 240,006 shares for US$48.3 million under its 2019 repurchase...

Middleby recently reported its second quarter 2025 earnings, showing year-over-year declines in both sales and net income, and issued updated revenue guidance for the upcoming quarter and year, alongside disclosing a significant share buyback completion totaling 6.48 million shares for US$903.43 million. While earnings and revenue softened compared to last year, the recently completed share buyback reduces outstanding shares and may influence future earnings per share calculations. With...

Legend Biotech reported its second-quarter and first-half 2025 earnings, revealing revenue of US$255.06 million and US$450.11 million with net losses of US$125.38 million and US$226.3 million respectively, compared to smaller losses last year, as its lead CAR-T therapy CARVYKTI achieved record sales and expanded patient access following an FDA label update. Despite wider losses year over year, the company’s outlook benefited from positive long-term clinical data, strong commercial momentum...

BKV Corporation reported second quarter 2025 results with revenue rising to US$322.04 million and net income reaching US$104.74 million, marking a move from a net loss last year. The company also expanded a strategic partnership to advance carbon capture and sequestration, reflecting increased focus on environmental growth initiatives. We'll explore how BKV's improved profitability and expansion into carbon capture shape the company's evolving investment narrative. Trump has pledged to...

Grab Holdings Limited recently reported second-quarter 2025 earnings, shifting to profitability as net income reached US$35 million and sales rose to US$819 million, while management confirmed full-year 2025 revenue guidance of US$3.33 billion to US$3.40 billion, projecting 19% to 22% year-over-year growth. The company also completed a share repurchase program totaling 126 million shares for nearly US$500 million, signaling confidence in its financial position and future prospects. With Grab...

International Paper Company reported second-quarter 2025 results on July 31, showing sales of US$6.77 billion with net income of US$75 million, compared to sales of US$4.73 billion and net income of US$498 million a year ago. Despite weaker profitability in the past quarter, the company announced guidance projecting a substantial sequential increase in third-quarter earnings, signaling management’s expectation for a near-term rebound. We'll explore how International Paper's outlook for...

In early August 2025, Illinois Tool Works announced a 7% increase in its quarterly dividend, setting the payout at US$1.61 per share and declaring a raised full-year earnings guidance following solid second-quarter execution. This move highlights management’s confidence in the company’s operational resilience, which included double-digit growth in its China automotive segment despite ongoing industry headwinds. We'll explore how the dividend hike and raised earnings guidance could reshape...

Earlier this month, The Ensign Group announced the acquisition of Pine Crest Health and Memory Care in Wisconsin, Crystal Heights Care Center in Iowa, and a substantial portfolio of skilled nursing and assisted living facilities across California, adding over 1,200 beds and units to its operational footprint. This expansion significantly grows Ensign’s capacity and presence in key regions, reinforcing its role as a major provider in the skilled nursing sector. Let’s consider how this...

Brinker International announced its fourth-quarter 2025 earnings results on August 13, highlighting a period in which the company exceeded analysts’ revenue expectations and outperformed on key operational metrics. Analyst optimism ahead of the announcement was supported by Brinker's prior strong revenue growth, ongoing menu innovation, and effective marketing strategies driving positive revisions to earnings forecasts. We'll examine how growing analyst confidence, bolstered by strong prior...

TFS Financial Corporation recently reported third quarter and nine-month earnings, with net interest income and net income both increasing compared to the previous year, and provided an update on its share buyback program through June 30, 2025. The company’s ongoing share repurchases, totaling over US$76 million since 2016, reflect a continued focus on returning value to shareholders. We’ll explore how TFS Financial’s rising net interest income reinforces its investment narrative in the...

Janus International Group recently reported second quarter 2025 earnings, revealing revenues of US$228.1 million and net income of US$20.7 million, alongside the completion of a buyback totaling 8,984,576 shares, or 6.24% of shares outstanding, under its February 2024 repurchase program. The company also reaffirmed its full-year 2025 revenue guidance and expanded its share repurchase program by US$75 million, signaling management’s ongoing confidence and focus on returning capital to...

Archer Aviation recently announced two acquisitions to accelerate the development of its next-generation defense aircraft, including acquiring patents and talent from Overair and a large composite manufacturing facility from Mission Critical Composites. This move follows a December 2024 partnership with Anduril and significant capital raising efforts, highlighting Archer's growing focus on defense opportunities and in-house manufacturing capabilities. We'll examine how Archer's continued...

Procore Technologies recently reported its second quarter 2025 financial results, highlighting revenue growth to US$323.92 million and a net loss of US$21.09 million, and updated guidance for continued growth in the third quarter and full year. While revenue growth remains steady, the company’s net loss widened compared to the previous year, drawing attention to the balance between top-line expansion and profitability. We will examine how Procore’s strong revenue growth, despite rising net...

Viasat recently unveiled its HaloNet portfolio, a modular communications architecture designed to unify space and terrestrial connectivity for government and commercial missions, supporting multi-orbit operations up to 1,100 km altitude with solutions for telemetry, data relay, and secure communications. This launch signals Viasat's expanded focus on flexible, high-capacity communications infrastructure meeting rising demand for secure and resilient connectivity across satellite and ground...

Pulse Biosciences recently reported a net loss of US$19.17 million for the second quarter ended June 30, 2025, alongside updates on its nsPFA technology programs and regulatory progress. The company is advancing key clinical milestones, including expanding its pilot program for soft tissue ablation and preparing for pivotal trials in atrial fibrillation and benign thyroid disease. We'll examine how the expanded pilot program for the nsPFA Percutaneous Electrode influences Pulse Biosciences’...

Dropbox reported second quarter 2025 results that exceeded analyst expectations for both revenue and profitability, alongside the completion of buybacks totaling 23,942,239 shares for US$657.15 million announced in December 2024. An important insight is that improved operating margins were driven by significant cost reductions and early traction in Dropbox's AI-powered Dash product despite declines in revenue and paying users. We'll explore how Dropbox's ongoing cost efficiency efforts and...