Latest news with #softwareindustry
Yahoo
4 days ago
- Business
- Yahoo
Altitude Group Full Year 2025 Earnings: EPS: US$0.016 (vs US$0.012 in FY 2024)
Explore Altitude Group's Fair Values from the Community and select yours Altitude Group (LON:ALT) Full Year 2025 Results Key Financial Results Revenue: US$37.3m (up 23% from FY 2024). Net income: US$1.19m (up 35% from FY 2024). Profit margin: 3.2% (up from 2.9% in FY 2024). EPS: US$0.016 (up from US$0.012 in FY 2024). This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. All figures shown in the chart above are for the trailing 12 month (TTM) period Altitude Group Earnings Insights Looking ahead, revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Software industry in the United Kingdom. Performance of the British Software industry. The company's shares are up 5.3% from a week ago. Risk Analysis We should say that we've discovered 3 warning signs for Altitude Group (1 can't be ignored!) that you should be aware of before investing here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Globe and Mail
01-08-2025
- Business
- Globe and Mail
Top Analyst Reports for Oracle, Walt Disney & KKR
Friday, August 1, 2025 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Oracle Corp. (ORCL), The Walt Disney Co. (DIS) and KKR & Co. Inc. (KKR). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today's research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Jobs Shrink in the Summer of '25, Pre-Markets Lower Today's Featured Research Reports Oracle's shares have outperformed the Zacks Computer - Software industry over the past year (+85.8% vs. +32.6%). The company is benefiting from continued momentum from its Oracle Cloud Infrastructure business, including from winning cloud-computing contracts from AI-focused startups. ORCL's continued investment in cloud infrastructure, comprising NetSuite Enterprise Resource Planning (ERP) and Fusion ERP, positions it well for sustained growth in the dynamic software industry. Its partnership with Amazon for Oracle Database@AWS and general availability of Oracle Database@Google bodes well. Oracle's Gen 2 Cloud is driving artificial intelligence clientele. The company's share buybacks and dividend policy are noteworthy. The Zacks analyst expects fiscal 2026 net sales to grow 14.8% from fiscal 2025. However, higher spending on product enhancements, toward the cloud platform amid increasing competition in the cloud domain, is likely to limit margin expansion. (You can read the full research report on Oracle here >>>) Shares of Walt Disney have outperformed the Zacks Media Conglomerates industry over the past year (+31.2% vs. +27.1%). The company is benefiting from strength in Domestic Parks & Experiences revenues driven by growth at domestic parks, Disney Vacation Club and Disney Cruise Line, partially offset by decline at international locations including Shanghai Disney Resort and Hong Kong Disneyland Resort. In Entertainment, DIS expects double-digit percentage segment operating income growth in fiscal 2025. We expect fiscal 2025 net sales to increase 3.7% from fiscal 2024. However, Disney+'s profitability is expected to be hurt by higher investments in content, which will also increase programming and production costs in the Entertainment segment. For fiscal Q3, Disney expects a modest increase in its Disney+ subscriber base on a sequential basis. Disney's declining ad revenues is an overhang. The company's leveraged balance sheet remains a concern. (You can read the full research report on Walt Disney here >>>) KKR's shares have outperformed the Zacks Financial - Investment Management industry over the past year (+31.2% vs. +28.2%). The company's earnings beat estimates in the trailing four quarters. The second-quarter 2025 results primarily reflect impressive growth in its assets under management (AUM) balance. The company continues to enhance and diversify its offerings, supporting its long-term goal of reaching $1 trillion in AUM by 2030. The addition of the latest capabilities to capture growing opportunities from infrastructure, real estate, growth and core investing activities is expected to scale its core businesses. Its solid liquidity position enables continued capital distribution. However, its lower return on equity (ROE) compared with the industry's average indicates less efficiency in using its shareholders' funds. The stock is trading at a premium, limiting its near-term upside potenial. (You can read the full research report on KKR here >>>) Other noteworthy reports we are featuring today include American Electric Power Company, Inc. (AEP), Principal Financial Group, Inc. (PFG) and Snap-on Inc. (SNA). Mark Vickery Senior Editor Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>> Today's Must Read Oracle (ORCL) Gains from Cloud Suite Adoption & Partnerships Disney (DIS) Banks on Disney+, Theme Parks Business Growth Rising AUM Balance Aid KKR & Co. (KKR) Amid High Expenses Featured Reports Capex Aids American Electric (AEP) Amid High Interest Costs Per the Zacks analyst, solid capital expenditure in transmission and distribution should benefit American Electric. Yet, increasing interest expenses might hurt its bottom-line performance Solid Retirement Business Aids Principal Financial (PFG) Per the Zacks analyst, Principal is set to grow on solid retirement business in Latin America and Asia as well as group benefits and protection in the US. However, higher expenses hurt its margins. Snap-On's (SNA) RCI Program Aids Sales & Margins Growth Per the Zacks analyst, Snap-On's focus on the rapid continuous improvement (RCI) program, designed to enhance organizational effectiveness and minimize costs, has boosted sales, margins Strong Bookings Aid Norwegian Cruise NCLH), High Costs Ail Per the Zacks analyst, Norwegian Cruise benefits from strong booking trends and focus on fleet expansion & enhancements efforts. However, elevated operating expenses and macro woes are concerns. Cabometyx, Positive Pipeline Progress Fuels Exelixis (EXEL) Per the Zacks analyst, Exelixis' lead drug Cabometyx maintains momentum on strong demand along with continued label expansions. The recent pipeline development is encouraging as well. Align (ALGN) Accelerates Global Growth of Invisalign System The Zacks analyst is impressed with Align Invisalign expansion with strong teen adoption, new product launches and geographic growth across APAC, EMEA and North America. Magnolia Oil (MGY) to Gain from Strong Production Volumes The Zacks analyst believes that strong volumes from Giddings asset positions Magnolia for robust operational momentum but its geographic concentration increases operational risks. New Upgrades Cost Structure, Shareholder-Friendly Moves Aid LATAM Airlines (LTM) Per the Zacks Analyst, LATAM Airlines is benefiting from its lean cost structure, expanding operations and strategic partnerships. Efforts to reward shareholders boost investor confidence. InterDigital (IDCC) Rides on Healthy Licensing Momentum Per the Zacks analyst, strong licensing momentum in the smartphone and consumer electronics vertical will likely drive InterDigital's top line. Focus on AI integration is a positive. Sawatch Labs Acquisition & Strong Liquidity Aids WEX (WEX) Per the Zacks analyst, Sawatch Labs' buyout assists WEX in advancing its ability to support customers through EV evaluation processes. It maintains strong liquidity, with a current ratio above 1. New Downgrades Weak Demand, Lower Siloxane Prices Ail Dow (DOW) Per the Zacks analyst, Dow faces headwinds from weaker demand due to lower consumer spending. Weaker siloxane prices will also exert pressure on its margins. Lower Gross Margin Hurts FormFactor's (FORM) Prospects Per the Zacks analyst, FormFactor's gross margin expansion is expected to suffer from unfavorable shift in product mix and higher expenses. Increase In Medical Cost Hurt UnitedHealth's (UNH) Growth Per the Zacks analyst, rising utilization will increase UnitedHealth's medical cost and affect profit level. Moreover, the company's deteriorating MCR is concerning. Zacks' Research Chief Names "Stock Most Likely to Double" Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest. This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%. Free: See Our Top Stock And 4 Runners Up Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American Electric Power Company, Inc. (AEP): Free Stock Analysis Report Snap-On Incorporated (SNA): Free Stock Analysis Report Principal Financial Group, Inc. (PFG): Free Stock Analysis Report Oracle Corporation (ORCL): Free Stock Analysis Report The Walt Disney Company (DIS): Free Stock Analysis Report KKR & Co. Inc. (KKR): Free Stock Analysis Report
Yahoo
12-07-2025
- Business
- Yahoo
Atlassian (NasdaqGS:TEAM) Reports Q3 Net Loss Of US$71 Million
Atlassian recently faced a stock price decline of approximately 6% over the last quarter, potentially influenced by multiple corporate developments. The sharp fall can be viewed alongside their Q3 earnings report, which revealed an increase in revenue contrasted by a net loss of $71 million, compared to a profit in the previous year. Additionally, executive board changes, with Karen Dykstra joining as a director following Enrique Salem's resignation, might have further impacted investor sentiment. Despite these shifts, the broader market remained flat in the short term, while annual forecasts predict earnings to grow by 15%. Be aware that Atlassian is showing 1 warning sign in our investment analysis. We've found 17 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Atlassian's recent stock price decline of around 6% over the last quarter highlights potential investor concern linked to executive changes and financial results. With revenue climbing but a net loss of US$71 million compared to last year's profit, these developments have cast uncertainty over short-term prospects. Over the past five years, the company's total shareholder return, including dividends, was 8.19%, offering a broader context to recent stock movements. Over the past year, Atlassian underperformed the US Software industry, which returned 20.6%, alongside a market return of 13%, underscoring challenges in aligning with broader industry trends. News around AI integration and developments in cloud and government services are poised to influence revenue and earnings projections. Long-term revenue growth is anticipated through enhanced product adoption and enterprise uptake, yet near-term revenue trajectories may face hurdles due to elongated deal cycles and cloud migration timing. Analysts forecast Atlassian's earnings to transition into profitability over the next three years, but recent financial disclosures and board changes introduce risks that may impact these forecasts. Despite a current share price of US$219.36, the consensus price target remains higher at US$278.20, suggesting potential growth opportunity if the projected earnings materialize. The valuation report we've compiled suggests that Atlassian's current price could be quite moderate. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:TEAM. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
06-07-2025
- Business
- Yahoo
Some Investors May Be Worried About Radware's (NASDAQ:RDWR) Returns On Capital
When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in trouble. A business that's potentially in decline often shows two trends, a return on capital employed (ROCE) that's declining, and a base of capital employed that's also declining. This combination can tell you that not only is the company investing less, it's earning less on what it does invest. Having said that, after a brief look, Radware (NASDAQ:RDWR) we aren't filled with optimism, but let's investigate further. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Just to clarify if you're unsure, ROCE is a metric for evaluating how much pre-tax income (in percentage terms) a company earns on the capital invested in its business. To calculate this metric for Radware, this is the formula: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.0012 = US$577k ÷ (US$646m - US$183m) (Based on the trailing twelve months to March 2025). So, Radware has an ROCE of 0.1%. Ultimately, that's a low return and it under-performs the Software industry average of 9.7%. See our latest analysis for Radware Above you can see how the current ROCE for Radware compares to its prior returns on capital, but there's only so much you can tell from the past. If you'd like to see what analysts are forecasting going forward, you should check out our free analyst report for Radware . We are a bit worried about the trend of returns on capital at Radware. Unfortunately the returns on capital have diminished from the 3.2% that they were earning five years ago. Meanwhile, capital employed in the business has stayed roughly the flat over the period. Companies that exhibit these attributes tend to not be shrinking, but they can be mature and facing pressure on their margins from competition. So because these trends aren't typically conducive to creating a multi-bagger, we wouldn't hold our breath on Radware becoming one if things continue as they have. All in all, the lower returns from the same amount of capital employed aren't exactly signs of a compounding machine. Despite the concerning underlying trends, the stock has actually gained 25% over the last five years, so it might be that the investors are expecting the trends to reverse. Either way, we aren't huge fans of the current trends and so with that we think you might find better investments elsewhere. If you want to know some of the risks facing Radware we've found 2 warning signs (1 is significant!) that you should be aware of before investing here. While Radware may not currently earn the highest returns, we've compiled a list of companies that currently earn more than 25% return on equity. Check out this free list here. — Investing narratives with Fair Values Suncorp's Next Chapter: Insurance-Only and Ready to Grow By Robbo – Community Contributor Fair Value Estimated: A$22.83 · 0.1% Overvalued Thyssenkrupp Nucera Will Achieve Double-Digit Profits by 2030 Boosted by Hydrogen Growth By Chris1 – Community Contributor Fair Value Estimated: €14.40 · 0.3% Overvalued Tesla's Nvidia Moment – The AI & Robotics Inflection Point By BlackGoat – Community Contributor Fair Value Estimated: $359.72 · 0.1% Overvalued View more featured narratives — Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Forbes
17-06-2025
- Business
- Forbes
Preparing Finance Leaders For Software Pricing Changes
Scott Woody is the Cofounder & CEO of Metronome, a leading usage-based billing platform. When companies change how they price their product, everything in the company is impacted—especially the finance team. In the software industry, usage-based pricing, also known as UBP, is gaining popularity rapidly as AI and other rapidly growing software providers adopt it or offer it alongside more traditional subscription-based pricing models. With UBP, companies pay for software as they use it. Subscription means they pay per user or a flat fee. Almost half of software-as-a-service (SaaS) providers now use UBP or a hybrid approach, industry research shows. Our own research found that 77% of the largest software companies have some form of UBP. The first mistake companies can make when switching to UBP is to assume it is a simple change in revenue recognition. Nothing in pricing is simple. If a pricing change is not managed effectively, especially by the finance team, companies can experience increased billing errors, customer distress, missed opportunities and unmet revenue targets. Here are five key challenges that finance leaders will face during a transition from subscription to UBP, or to a hybrid approach, along with ways to mitigate them. Many companies still rely on manual tracking and reconciliation processes. This can be especially difficult with UBP. That's because billing amounts can vary by day, week, month and quarter as usage ebbs and flows. Without accurate tracking, revenue leakage and billing errors are more likely. Solution: Automate revenue recognition to minimize manual processes and reduce human errors. Whether a UBP solution is purchased or built in-house, integrate it with other financial systems to ensure accurate revenue tracking in real time. With subscription-based pricing, companies have a clear understanding of the revenue they can expect each month, quarter, or year. That enables them to plan ahead on how to invest that revenue and most traditional forecasting methods are built for predictable revenue. With UBP, revenue becomes highly variable. It depends a lot on the customers using the software, their success in the market, and other factors that the software provider doesn't control. Solution: To improve a CFO's ability to accurately predict revenue when using UBP, having a single source of truth for data pertaining to revenue and usage will be key. Also, machine learning and AI can help analyze factors that impact revenue, such as patterns around product use and broad economic factors, such as recession threats. Finally, teams need to share insights on the pace of sales, whether customers are expanding or shrinking use and updated forecasts. Legacy financial systems were probably not designed for high-volume, real-time and granular usage data. This can lead to data silos, reconciliation delays and operational inefficiencies. Solution: A data-first mindset is critical. Whether you buy it or build it, having data in a centralized warehouse and having standardized data pipelines will help keep financial data consistent and accurate across all teams. With traditional subscription models, payment is upfront, so the risk to the software provider is low that they won't get paid. With UBP, companies pay after they use the software. That shift in cash flow introduces new risks and requires new safeguards. Solution: To guard against defaults, consider 'prepaid commit' features so companies pay for usage upfront and then draw down on that usage. If enterprise customers have strong creditworthiness, postpaid commit pricing—which means they agree to spend a minimum over a set period of time—also reduces risk. In AI-driven SaaS, prepaid models with automatic balance reload mechanisms have also helped prevent service disruptions while protecting against fraudulent consumption spikes. For virtually any business, products need to be well priced to meet customer expectations for value. Hitting this sweet spot involves a lot of moving pieces. UBP introduces new metrics that teams in finance, sales and product need to understand to keep the pricing/value recipe in sync. Being able to closely tie pricing to value and switch it as the equation changes is one of the big benefits of UBP. With subscription pricing, a software provider may not notice that their product isn't being used until it is too late to win the customer back. With UBP, falling usage can be spotted immediately. Everyone can be made aware and help resolve the problem. Solution: Educate all teams about key usage indicators, such as consumption trends and revenue per usage metric, that help align pricing with customer value. The same applies to prepaid commitment pricing, which can be strategically offered to enhance engagement. Also, clearly define KPIs and review cycles to keep your pricing in sync with customer value. Pricing can be a make-or-break moment for companies. The finance team plays a crucial role in ensuring success. By aligning financial operations with real-time customer data, companies can successfully navigate the shift to UBP, ensuring financial stability, customer trust and long-term scalability. Forbes Technology Council is an invitation-only community for world-class CIOs, CTOs and technology executives. Do I qualify?
