U.S. Communications Stock News

5N Plus Inc. recently announced a new and expanded supply agreement with First Solar, increasing production and delivery of cadmium telluride (CdTe) and adding cadmium selenide (CdSe) for First Solar's thin-film photovoltaic solar modules over 2025–2028, alongside revised higher volume commitments. This agreement not only deepens their collaboration but also supports First Solar’s expansion of U.S. manufacturing capacity and pursuit of American-sourced materials for solar module...

Haemonetics Corporation recently reported first quarter 2025 earnings, with sales of US$321.39 million and net income of US$34.03 million, both lower than the prior year, and reaffirmed full-year 2026 guidance for a 3% to 6% revenue decline. These announcements underscore ongoing revenue challenges, highlighting management’s continued focus on addressing market headwinds and reaffirming expectations for a contracting top line in the near term. We’ll now explore how the reaffirmed revenue...

JFrog Ltd. recently reported its second quarter 2025 results, with revenue reaching US$127.22 million and net loss expanding to US$21.68 million compared to the previous year. Alongside the earnings update, JFrog issued revenue guidance for the upcoming quarter and full year, offering clearer expectations amid ongoing growth and increased investment. We'll examine how JFrog's widening net loss, despite strong revenue growth, influences the company's long-term investment narrative and...

Earlier this month, Carvana announced it has expanded same-day vehicle delivery and same-day vehicle drop-off services to customers in the greater Chicago area, enabled by its integrated logistics and reconditioning network. This move brings faster, more convenient online car buying and selling to one of the nation’s largest metropolitan markets, highlighting Carvana’s focus on scaling operational capabilities and meeting consumer demand for speed in digital auto retail. To understand how...

In recent days, analyst commentary highlighted that Alkermes plc is facing investor concerns due to a projected 21% annual contraction in earnings per share over the next three years, significantly lagging market expectations. This outlook has led to a low price-to-earnings ratio for Alkermes, with skepticism about whether potential improvements are enough to support a higher valuation. Given these lowered earnings forecasts and persistent investor caution, we'll explore how this shifts...

Earlier this month, DocuSign introduced new AI-powered contract management tools and announced an upcoming local data centre in Australia at its Momentum 25 event in Singapore, aiming to address efficiency, compliance, and digital transformation needs across Asia-Pacific. This expansion combines advanced AI automation with regional infrastructure, enabling DocuSign to support customers navigating complex privacy regulations and cross-border agreements in key APAC markets. We'll explore how...

In recent weeks, United Airlines Holdings completed the U.S. Department of Transportation review for its partnership with JetBlue Airways, unlocking new opportunities for collaboration and enhanced customer benefits, while also executing a share buyback of over 3.5 million shares. These developments have coincided with increased travel bookings, a rise in airfares, and declining fuel costs, highlighting positive industry trends and potentially improving United Airlines' revenue outlook. To...

Acadia Healthcare Company recently reported second quarter 2025 earnings, showing sales of US$869.23 million and net income of US$30.13 million, alongside the announced departure of Chief Financial Officer Heather Dixon, who is leaving to become President and COO at another company, with Timothy Sides named interim CFO as the company initiates a nationwide search for a permanent replacement. Despite higher revenues compared to the prior year, the company experienced a substantial decline in...

Nebius Group (NasdaqGS:NBIS) just raised the bar with its latest update. If you are wondering what to do after Nebius Group (NasdaqGS:NBIS) rocketed higher this month, you are not alone. Following a blockbuster second quarter featuring a shift from steep losses to strong net income, the company bumped up its full-year revenue outlook to as much as $1.1 billion. Management credited a big jump in core AI infrastructure revenue and rapid data center expansion, moves that are clearly capturing...

Revolution Medicines recently announced its second quarter and first half 2025 earnings, reporting a net loss of US$247.79 million for the quarter and increasing its full-year loss guidance to between US$1.03 billion and US$1.09 billion. This outcome highlights the company's rising research and development spending as it continues to advance its pipeline while operating without commercial revenue. We’ll take a closer look at how expanding projected losses shape the investment narrative for...

Sealed Air Corporation recently announced its second quarter 2025 results, reporting net sales of US$1,335 million and issuing full-year sales guidance between US$5.10 billion and US$5.50 billion. An important development is the appointment of Kristen Actis-Grande as CFO, which marks a leadership change during a period of transition highlighted by updated earnings guidance and year-over-year performance comparisons. We'll now examine how Sealed Air's updated earnings guidance influences the...

Earlier this month, Privia Health Group raised its full-year 2025 revenue guidance above the previous US$1.80 billion to US$1.90 billion range and reported US$521.15 million in second-quarter sales, representing strong year-over-year growth. Despite a small decline in quarterly net income, the significant boost in revenue expectations reflects management's confidence in ongoing business expansion and patient volume trends. We'll explore how the raised full-year revenue guidance helps shape...

On August 12, 2025, Molina Healthcare, Inc. amended its credit agreement to secure a US$500 million delayed draw term loan, with proceeds earmarked to temporarily fund its existing stock repurchase program ahead of expected subsidiary dividends later in the year. This move illustrates Molina Healthcare's ability to manage capital flexibly, facilitating shareholder returns even while optimizing cash flows across its organization. We'll see how this new credit arrangement, aimed at supporting...

SolarEdge Technologies reported its second quarter 2025 results, showing sales of US$289.43 million, up from US$265.41 million a year before, and a reduced net loss of US$124.74 million, along with revenue guidance of US$315 million to US$355 million for the coming quarter. Earlier in August, Schaeffler announced a partnership with SolarEdge to roll out around 2,300 electric vehicle charging points across European sites, highlighting growing adoption of SolarEdge’s integrated software and...

Earlier this month, DaVita Inc. reported second quarter earnings with US$3.38 billion in revenue and net income of US$199.34 million, alongside the completion of major share repurchases under two buyback programs totaling billions of US dollars. The simultaneous announcement of revenue growth and significant share buyback completion highlights DaVita's dual focus on operational results and capital return to shareholders. We'll explore how the completion of DaVita's substantial buybacks could...

In August 2025, Omnicom Group Inc. announced a fixed-income exchange offer involving several corporate bond notes and also presented at the Morgan Stanley Media & Communications Corporate Access Day in New York. Institutional investor HOTCHKIS & WILEY made a very large increase in their Omnicom holdings during Q2 2025, reflecting renewed confidence following Omnicom’s strong second-quarter earnings that surpassed expectations and drove analyst estimate revisions. We’ll examine how Omnicom’s...

The Coca-Cola Company recently announced a series of new product launches and a high-profile three-year partnership agreement with Manchester United, aimed at increasing consumer engagement and expanding its brand presence across key markets. Innovations like Sprite + Tea, an upcoming cane sugar variant of Coca-Cola in the US, and a renewed "Share a Coke" campaign are shaping Coca-Cola's response to changing consumer tastes and global beverage trends. We'll explore how Coca-Cola's...

In recent weeks, Comcast opened a new US$5.9 million Florida Region headquarters, launched the exclusive World Soccer Ticket package for Xfinity customers, and completed broadband expansions in Georgia to increase digital access and community engagement. These initiatives highlight Comcast’s dual focus on product innovation and broadening its community impact through infrastructure investments and digital inclusion efforts. We'll now explore how Comcast’s all-in-one World Soccer Ticket...

BellRing Brands, Inc. recently reported its third quarter 2025 earnings, highlighting higher sales of US$547.5 million compared to the previous year, alongside a significant decrease in net income to US$21 million and completion of a share buyback program repurchasing 1.23% of shares. While the company achieved sales growth, the sharp drop in profit and narrowed annual net sales guidance present mixed signals for BellRing's operational outlook. We'll explore what BellRing's higher sales but...

Progyny, Inc. recently reported stronger-than-expected second quarter results and raised its full-year 2025 revenue and earnings guidance, projecting annual revenue of US$1.24 billion to US$1.27 billion and net income of US$52.3 million to US$58.9 million. Excluding the impact of a transitioning large client, the company's outlook highlights robust underlying growth, driven by expanding demand for its fertility and women’s health benefits. We'll explore how Progyny's upgraded guidance,...

Enovis Corporation recently reported its second quarter 2025 results, showing sales of US$564.55 million and a net loss of US$36.74 million, and raised its full-year 2025 revenue guidance to between US$2.245 billion and US$2.275 billion. Despite widening losses, management's decision to lift revenue expectations suggests increased confidence in the company's ability to grow sales in the current year. We'll examine how Enovis's raised revenue outlook, despite ongoing net losses, may affect...

Sphere Entertainment Co. recently reported its second quarter 2025 earnings, revealing sales of US$282.68 million and net income of US$151.82 million, representing a significant turnaround from a net loss a year earlier. This achievement also marked a shift to positive basic earnings per share of US$4.18 after recording losses in the previous year, highlighting a material improvement in profitability. We'll examine how Sphere Entertainment's return to profitability for the quarter may...

Earlier this month, Superluminal Medicines announced a multi-billion dollar collaboration with Eli Lilly to develop AI-driven small molecule drugs for cardiometabolic diseases and obesity, while Lilly confirmed a price increase for its diabetes drug Mounjaro in the UK and reported significant insider executive share purchases. This series of developments highlights Eli Lilly's ongoing efforts to strengthen its leadership in obesity therapeutics through advanced research, proactive pricing...

Earlier this month, DigitalOcean Holdings reported second quarter sales of US$218.7 million and net income of US$37.03 million, announced optimistic revenue guidance for the upcoming quarter and full year, and completed a US$550 million zero-coupon convertible note offering due 2030. In addition to strong results and forecasts, the company continued its share buyback program, repurchasing 691,290 shares, a move often seen as a signal of management's confidence in the business. Next, we'll...