We're happy to have all you here. I'm Curt Nagle. I'm the new senior analyst for the sector. Really excited to be covering the sector. Really excited to be working with you all. We have a really ...
AI-driven HBM shift, 2026 sold-out contracts, rising margins and EPS amid low valuation. Read more macro analysis here.
Earnings call Bridgepoint Group exceeded 2025 market expectations with 24% AUM growth (to $94.1bn), 13% management fee growth, and a 53% EBITDA margin. Management reaffirmed its EUR 24bn fundraising ...
At embedded world, on the DigiKey booth, Lucy Barnard speaks with Marta Barbero at Arduino, about the new Arduino product announcement.
Routine home cleaning helps remove dust, allergens, and everyday contaminants that collect within indoor spaces”— ...
Earnings call OUTsurance Group reported 7.7% normalized earnings growth (OGL) and 12.6% (OHL) for H1 FY2026, driven by strong premium growth in core segments and significant cost efficiencies, despite ...
At embedded world 2026 on the DigiKey booth, Lucy Barnard spoke with Mike Fitton, Vice President and General Manager at Altera, about NPIs, overall business updates, industry trends, and more. Altera ...
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