Podcasts about financial results

Stephen Grootes speaks to David Jarvis, Acting Chief Operating Officer at the Industrial Development Corporation (IDC), about the landmark agreement between the IDC, Vision Group and the business rescue practitioners of Tongaat Hulett that paves the way for Tongaat Hulett to exit business rescue, averts a looming liquidation application and aims to protect an estimated 250,000 jobs across the sugar industry value chain. In other interviews, Vukile CEO Laurence Rapp talks about the group’s strong annual results, its growing dominance in Iberian retail property, the strategic expansion into Italy, and how disciplined capital allocation and value-add projects are driving ahead-of-guidance growth. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Vukile CEO Laurence Rapp, about the group’s strong annual results, its growing dominance in Iberian retail property, the strategic expansion into Italy, and how disciplined capital allocation and value-add projects are driving ahead-of-guidance growth. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Chris Boyer and Reed Smith walk through why the gap is structural rather than a marketing problem, then close with David Middendorf at Monigle on what Volume 9 actually says about where consumers are right now. Why engagement in health and engagement with healthcare have decoupled, and what the avoidance number among the most engaged segment actually means The structural reasons the operating model can't win this space, from P&L logic to service-line measurement to where wellness programs sit on the org chart The DTC and subscription brands that took categories that used to be referrals inside a health system, and built continuous relationships around them Why a majority of consumers now believe a technology company is more likely to revolutionize healthcare than a traditional system or provider Trust, local knowledge, the provider relationship, the clinical record, and what it would take to actually deploy those as competitive advantages David Middendorf on the "window not a wave" framing, AI as connective tissue for what Monigle calls a Living System of Experiences, and the three keys to the future: listening, personalization, wellness David Middendorf leads the Humanizing Brand Experience research at Monigle. Volume 9 is the ninth annual installment of the firm's flagship study of healthcare consumer behavior. He joins the show to walk through what the new data is saying and what health system brand and experience leaders should do about it. If your strategy deck still treats the space between sick visits as future state, the disruption has already happened and you missed it. Mentions from the Show: Monigle, Humanizing Brand Experience Vol. 9: Healthcare Edition, 2026: https://www.monigle.com/insights/humanizing-brand-experience-volume-9-healthcare-edition David Middendorf on LinkedIn: https://www.linkedin.com/in/dave-middendorf-195b924/ Monigle: https://www.monigle.com/ Global Wellness Institute, Global Wellness Economy Monitor 2025, November 2025: https://globalwellnessinstitute.org/industry-research/2025-global-wellness-economy-monitor/ Global Wellness Institute, US Wellness Economy Reaches $2 Trillion, March 2025: https://globalwellnessinstitute.org/press-room/press-releases/gow-us-econ-valued-at-2trillion/ Kaufman Hall, National Hospital Flash Report, December 2025 data, February 2026: https://www.kaufmanhall.com/insights/research-report/national-hospital-flash-report-december-2025-data HealthLeaders, Hospital Margins Stabilize as 'New Normal' Takes Hold, February 2026: https://www.healthleadersmedia.com/ceo/hospital-margins-stabilize-new-normal-takes-hold Hims & Hers Health, Q4 and Full Year 2025 Financial Results, February 2026: https://investors.hims.com/news/news-details/2026/Hims--Hers-Health-Inc--Reports-Fourth-Quarter-and-Full-Year-2025-Financial-Results/default.aspx TP481, Building the Schema App With Martha Van Berkel: https://touchpoint.health/podcast/tp481-building-the-schema-app-with-martha-van-berkel/ TP488, A Marketing-Led Approach to Patient Reactivation: https://touchpoint.health/podcast/tp488-a-marketing-led-approach-to-patient-reactivation/ Reed Smith on LinkedIn: https://www.linkedin.com/in/reedtsmith/ Chris Boyer on LinkedIn: https://www.linkedin.com/in/chrisboyer/ Chris Boyer website: http://www.christopherboyer.com/ Chris Boyer on BlueSky: https://bsky.app/profile/chrisboyer.bsky.social Reed Smith on BlueSky: https://bsky.app/profile/reedsmith.bsky.social Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Grootes speaks to Ninety One CEO Hendrik du Toit, about the asset manager’s strong 2026 turnaround, including a 31% jump in assets under management to £171.8 billion, a return to positive net inflows, and how its landmark 15-year strategic partnership with Sanlam is reshaping its growth trajectory. In other interviews, Andrea Slabber, Insights Lead at Trade Intelligence talks about the remarkable growth in South Africa’s pet care industry. Once viewed as a basic grocery category, pet care has evolved into a sophisticated consumer market as owners increasingly treat their pets like family. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Ninety One CEO Hendrik du Toit, about the asset manager’s strong 2026 turnaround, including a 31% jump in assets under management to £171.8 billion, a return to positive net inflows, and how its landmark 15-year strategic partnership with Sanlam is reshaping its growth trajectory. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

eDreams ODIGEO's FY 2026 Key TakeawaysPresented by David Elizaga, CFOIn this latest financial results presentation on seat11a, David Elizaga presents the company's FY 2026 financial results and provides an update on Prime subscriber growth, profitability development, artificial intelligence initiatives, and the company's long-term strategic roadmap.Record Profitability and Continued Prime GrowtheDreams ODIGEO delivered results ahead of expectations during FY26, supported by continued growth of its Prime subscription platform. Prime membership increased by 9% to 7.9 million subscribers, while Adjusted EBITDA rose by 29% to a record €172.3 million. Cash EBITDA reached €157 million, exceeding management's target for the year. Prime-related revenue now represents approximately 75% of total Cash Revenue Margin, underlining the growing importance of the subscription model within the business and the continued transformation away from a traditional online travel agency model.Prime Platform Remains the Core Growth EngineA major focus of the presentation is the continued evolution of the Prime platform. During FY26, the company continued its transition from annual upfront subscription payments toward annual subscriptions with monthly instalments. While this temporarily impacted certain cash metrics, management highlighted that the underlying profitability, subscriber economics, and operational performance of the business continued to strengthen throughout the year. The subscription-based model remains central to eDreams' strategy of increasing customer loyalty, recurring revenue visibility, and long-term customer lifetime value.FY30 Roadmap Targets Significant ExpansionThe company also introduced a new long-term roadmap extending through FY30. Management outlined plans for substantial subscriber growth, expanding Prime membership toward approximately 13 million subscribers while continuing to broaden the business beyond its traditional European flight market. By FY30, management expects a significantly more diversified business mix, supported by growth in non-flight products, international opportunities, and a broader travel ecosystem. The roadmap reflects the company's ambition to further strengthen its position as a subscription-led travel platform with increasing scale and recurring revenue characteristics.Artificial Intelligence Increasingly Embedded Across the BusinessArtificial intelligence remains a key component of the company's operating model. eDreams highlighted more than a decade of AI development and discussed how AI is improving software development, customer service, pricing capabilities, marketing productivity, and customer acquisition. During FY26, AI-assisted productivity increased significantly, while support automation and content generation continued to scale across the organization. Management views artificial intelligence as both an operational efficiency tool and a strategic enabler that can support customer experience improvements, marketing effectiveness, and scalable growth over the long term.Read more on: https://seat11a.com/company/edreams-odigeo-financial-results-fy-2026/ ▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

BRAIN Biotech AG 6M FY 2025/26: Key TakeawaysPresented by Michael Schneiders, CFOIn this latest financial results presentation on seat11a, Michael Schneiders of BRAIN Biotech AG presents the company's 6M FY 2025/26 financial results and provides an update on operational developments across its enzyme business and BioIncubator activities.Industrial Biotechnology Platform with Two-Pillar StructureBRAIN Biotech continues to position itself as a provider of industrial biotechnology solutions, combining enzyme technologies, microbial systems, and biotechnology-driven industrial applications across food, life sciences, chemicals, health, and sustainability-related markets.The company operates through its two-pillar structure consisting of the operational enzyme business BRAINBiocatalysts and the innovation-focused BRAINBioIncubator platform.Sequential Growth in the Enzyme BusinessDuring the first six months of FY 2025/26, the company reported sequential growth in the enzyme business during Q2 compared with Q1, while the enzyme-related CRO business remained solid.BRAIN Biotech also successfully commissioned its new Netherlands production facility on time and within budget, with management expecting operational synergies and efficiency improvements from the site going forward.The continued development of the enzyme business remains strategically important for the company as it seeks to expand its position in industrial biotechnology and higher-value biocatalyst applications.BioIncubator Advances Scientific and Strategic InitiativesWithin the BioIncubator segment, the company continued to advance several strategic and scientific initiatives.BRAIN Biotech received a European patent for its genome editing nuclease BMC®, which management highlighted as opening additional licensing opportunities for the CRO business and biotechnology applications.In addition, portfolio company Akribion Therapeutics published research in Nature magazine related to RNA-triggered cell killing using CRISPR-Cas12a2 technology, underlining ongoing scientific progress within the BioIncubator ecosystem.Improved EBITDA and Ongoing Cost DisciplineFinancially, revenues reached €23.4 million during the first six months, while adjusted EBITDA improved significantly to approximately break-even.Management highlighted milestone income, operational integration measures, and ongoing cost control as important factors during the reporting period.The company continues to emphasize operational discipline, efficiency improvements, and careful capital allocation as part of its broader strategy to strengthen financial resilience while advancing biotechnology innovation.Guidance and Mid-Term Targets ConfirmedBRAIN Biotech also confirmed its FY 2025/26 guidance and maintained its broader mid-term targets presented during the Capital Markets Day in December 2024.These targets include long-term growth ambitions for the enzyme business and continued expansion across biotechnology and bioeconomy applications.Investor PerspectiveFor investors, BRAIN Biotech remains positioned around several structural growth themes, including industrial biotechnology, sustainable production processes, enzyme innovation, genome editing technologies, and bioeconomy..Read more: https://seat11a.com/company/brain-biotech-ag-financial-results-h1-2025-26/ ▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Things are looking rosy in United's accounts, and Ederson may be close to a move to United. Hosted on Acast. See acast.com/privacy for more information.

Stephen Grootes speaks to Life Healthcare CEO Peter Wharton‑Hood about the group’s interim results, the rebound in hospital activity in the second quarter, and its ongoing investments in new facilities, specialised services and infrastructure to meet growing patient demand while driving efficiency and long‑term growth. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Fred Davidson, President and CEO of Impact Silver (TSX.V:IPT) (OTCQB: ISVLF), joins us to outline the key takeaways from the Q1 2026 financial and operations, and provides an update on the current production and exploration upside at the Zacualpan Silver-Gold District, as well as the move-forward plan on the Plomosas Zinc-Lead-Silver Mine in Chihuahua, Mexico.   The Company has 4 underground mines and 1 open-pit mine all feeding into the Guadalupe processing plant in the Zacualpan Silver-Gold District; with a number of other past-producing silver and gold mines across their district-scale land package being explored for future development.   Q1 2026 Highlights:   The Company reported Revenue increased to $31.2 million, nearly three times $10.7 million in Q1 2025, driven by higher silver prices, higher grades, and increased mill throughput at the Zacualpan Silver Operation. Gross profit grew almost ten-fold to $20.3 million, from $2.2 million in Q1 2025. Net income for the quarter was $11.3 million, or $0.03 per share, marking a return to profitability following a net loss of $0.1 million in Q1 2025. At quarter-end, IMPACT held $45.3 million in cash, $4.0 million in guaranteed investment certificates ("GICs"), working capital of $48.0 million, and carried no long-term debt.   Fred outlined that the company delivered their strongest quarterly net income in the history of the Company — all while continuing to invest in development and exploration. While the higher silver price environment is clearly part of the story, he pointed to the bigger story being what is happening on the ground at Zacualpan: higher grades, higher throughput, and the meaningful contribution from the newly developed Kena Vein at the Guadalupe Mine.   Next, we shifted over to all the ongoing exploration work across Zacualpan district, where their 2 rigs have been continually turning at various targets.  Fred reviewed the high-grade exploration targets intercepted at their newer Kena Discovery at the Guadalupe Mine, and how this higher grade was going to increase their overall grade profile, as seen in Q1 numbers.  Additionally, there has been drilling over the last year at the San Ramon Deeps and San Ramon South area at the San Ramon Mine, both a gold-rich and a silver-rich vein respectively at the Alacran Mine, some silver targets like San Antonio at the Mina Grande Mine, and most recently some solid higher-grade precious metals results from the Carlos Pacheco exploration area.   Shifting over to the Plomosas Mine: They reduced expenditures in Q1 by making the decision to temporarily suspend underground mining, while they conduct more exploration and modeling of the mineralization.  After sufficient drilling and interpretation is completed, then the plan is to work towards a more efficient and sustainable mine plan of operations for the longer-term.  He also mentioned that the Company is currently in advanced-stage discussions on toll-milling arrangements at their Plomosa plant with a few nearby third-party operators; which they believe could generate cash flow during the current suspension of mining at Plomosas.     If you have any follow up questions for Fred about Impact Silver, then please email us at Fleck@kerport.com or Shad@kereport.com.   In full disclosure, Shad is a shareholder of Impact Silver at the time of this recording and may choose to buy or sell shares at any time   Click here to follow the latest news from Impact Silver   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Tehillah Niselow speaks to ZEDA CEO, Ramasela Ganda See omnystudio.com/listener for privacy information.

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)  The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex.   The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html   The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR:  BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html   AGAINST:  BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html  

AACo boss David Harris spoke to ABC Rural about the company's FY26 results, as well as its investment in Sorensis, flood losses in Queensland, meat sales into the Middle East, and more.

Kontron AG Q1 2026: Key TakeawaysPresented by Clemens Billek, CFOIn this latest financial results presentation on seat11a, Clemens Billek of Kontron AG presents the company's Q1 2026 financial results and provides an update on operational developments across its IoT, software, and digital infrastructure businesses.Positioned Across Key Digitalisation TrendsKontron continues to position itself as a leading European provider of IoT technologies, embedded computing systems, and smart infrastructure solutions, serving customers across industrial automation, transportation, telecommunications, energy, aerospace, defense, and public sector markets.The company remains active across multiple structural technology trends, including industrial digitalisation, automation, connectivity, edge computing, and AI-enabled systems.Continued Expansion of IoT and Software ActivitiesDuring the first quarter of 2026, Kontron continued to expand its software and IoT-related activities, further strengthening its portfolio of digital infrastructure and embedded computing solutions.Software-enabled systems and recurring revenue activities remained an important part of the company's operational development during the quarter. At the same time, Kontron continued to advance projects and customer activities across industrial IoT, communication systems, transportation technologies, and connected infrastructure applications.Operational Development Across Key BusinessesThe presentation also highlights developments across Kontron's operational businesses, including progress in digital platform integration, software-driven solutions, and broader IoT ecosystem expansion.Kontron continues to operate across a diversified set of industries and end markets, supporting customers in areas such as industrial automation, rail and transportation systems, communication infrastructure, aerospace technologies, and critical public-sector applications.Software Integration and Digital Infrastructure FocusA key operational focus remains the increasing integration of software, connectivity, and embedded hardware solutions. Management continues to position Kontron around the growing demand for intelligent infrastructure systems that combine embedded computing capabilities with software functionality, automation, and secure digital connectivity.The company also continues to expand recurring revenue activities related to software platforms, digital infrastructure, and integrated IoT ecosystems.Industrial and Infrastructure DigitalisationManagement discusses developments across end markets and how digitalisation continues to shape industrial and infrastructure environments across Europe and international markets.Automation, AI-enabled infrastructure, secure connectivity, and edge computing remain central themes across many of Kontron's customer industries, supporting continued demand for embedded systems and digital infrastructure technologies.Investor PerspectiveFor investors, Kontron remains positioned around several structural technology themes, including industrial IoT, embedded computing, digital infrastructure, automation, and AI-enabled industrial systems. ▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

A record season for kiwifruit company Zespri. It cracked $5.9 billion in global sales in its 2025/26 financial results, up from $5 billion the season before. The company also sold a record 248.1 million trays, with strong performances in Europe and North America. CEO Jason Te Brake told Mike Hosking that it's a pretty uncertain world out there, so they just have to navigate some of those challenges and make sure they deliver well. He says they see some really positive tailwinds and more global demand for the product, so they're pretty optimistic about the future. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Kontron AG FY 2025: Key TakeawaysPresented by Clemens Billek, CFOIn this latest financial results presentation on seat11a, Clemens Billek of Kontron AG presents the company's full year 2025 financial results and provides an update on operational developments across its IoT, software, and digital infrastructure businesses.Positioning Around Long-Term Digitalisation TrendsKontron continues to position itself as a leading European provider of IoT technologies, embedded computing systems, and smart infrastructure solutions, serving customers across industrial automation, transportation, telecommunications, energy, aerospace, and public sector applications.The company remains active across several long-term technology trends, including industrial digitalisation, connectivity, automation, edge computing, and AI-enabled infrastructure systems.Expansion of IoT and Software ActivitiesThroughout FY 2025, Kontron continued to expand its software and IoT-related activities, further developing its portfolio of digital infrastructure and embedded computing solutions.Software-enabled systems and recurring revenue activities remained an important part of the company's broader operational development during the year. At the same time, Kontron continued to advance projects and customer activities across industrial IoT, communication systems, transportation technologies, and connected infrastructure applications.Operational Development Across Key Business AreasThe presentation also highlights developments across the company's operational businesses, including progress in digital platform integration, software-driven solutions, and broader IoT ecosystem expansion.Kontron continues to operate across a diversified range of end markets, which include industrial automation, rail and transportation systems, communication infrastructure, aerospace applications, and smart-city related technologies. This broad exposure remains an important element of the company's strategic positioning.Software, Connectivity and Infrastructure IntegrationA key focus for Kontron remains the increasing integration of software, connectivity, and embedded hardware systems. Management continues to position the company around the growing demand for intelligent infrastructure solutions that combine hardware capabilities with software functionality and long-term digital services.The company also continues to develop recurring revenue activities linked to software platforms, connectivity solutions, and integrated digital infrastructure projects.Industrial Digitalisation and AI-Enabled InfrastructureManagement discusses current developments across the company's end markets and how digitalisation continues to shape industrial and infrastructure environments across Europe and beyond.Automation, edge computing, AI-enabled systems, and secure connectivity remain central themes across many of Kontron's customer industries, supporting continued demand for embedded computing and digital infrastructure solutions.Investor PerspectiveFor investors, Kontron remains positioned around several structural technology themes, including industrial IoT, embedded computing, smart infrastructure, and digital transformation across critical industrial and public-sector applications. ▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

In this week's news roundup, the team unpacks Zillow's antitrust lawsuit against Compass and MRED, plus Q3 financial results from REA Group, Realtor.com and Rightmove.Chapters:00:00 Intro01:17 Zillow Sues Compass & MRED22:13 REA Group Q3 2026 Results30:28 Realtor.com Q1 Renaissance41:04 Rightmove Market UpdateZillow Sues Compass & MREDZillow has filed an antitrust lawsuit against Compass and Midwest Real Estate Data (MRED), alleging the two conspired to threaten Zillow's access to listings in Chicagoland if it enforced its listing standards. Harvey, Simon and Ed dig into the philosophical seller-choice vs buyer-information divide, Zillow's spiralling legal costs ($20m incremental in Q2 alone), and why this is the latest sign that agents and brokerages worldwide are starting to push back against portal power.REA Group Q3 2026 ResultsREA Group posted $398m AUD revenue (+6% YoY) and $220m EBITDA (+11% YoY) at a 55.3% margin. But REA India had a disappointing quarter and is starting to look like a soft exit. The team discusses whether owning multiple portals across multiple countries is anything more than a PowerPoint dream, and what Australia's new tax regime around negative gearing means for transaction volumes.Realtor.com - Renaissance Or PE Sale?News Corp CEO Robert Thompson hailed a "renaissance" at Realtor.com - revenues up 10% to $148m USD, 261m monthly visits, 31% portal visit share. Ed wonders whether the unusually effusive CEO commentary is a signal News Corp is teeing the asset up for a private-equity sale.Rightmove Market UpdateRightmove held 8-10% revenue growth guidance and pointed to 2,500 technology releases, 43 live AI initiatives, and LLM referral traffic still under 0.5% (flat since end of 2025). Simon and Harvey debate whether the AI doom narrative is overcooked, or whether traffic is leaking to smaller agents instead of the portals.Presented by:Edmund Keith - https://www.linkedin.com/in/edmund-keith/Harvey Hancock - https://www.linkedin.com/in/harvey-hancock/Simon Baker - https://www.linkedin.com/in/stbaker/

JOST Werke SE Q1 2026: Key TakeawaysPresented by Romy Acosta, Head of Investor RelationsIn this latest financial results presentation on seat11a, Romy Acosta of JOST Werke SE presents the company's Q1 2026 financial results and provides an update on current developments across the global commercial vehicle market.Mixed Market Conditions Across Global Transport MarketsJOST operates as a leading supplier of safety-critical systems for trucks, trailers, agricultural machinery, and off-highway applications. As a globally diversified supplier to transport and logistics markets, the company remains exposed to broader developments in industrial production, freight demand, and commercial vehicle activity across key regions.During Q1 2026, market conditions remained mixed across different geographies and customer groups. Demand trends in truck and trailer markets continued to reflect ongoing macroeconomic uncertainty, while agricultural and off-highway markets developed differently across regions.Against this backdrop, JOST continued to focus on operational discipline, efficiency measures, and maintaining profitability through the cycle.Diversified Business Model Supports ResilienceA key theme of the quarter remains the company's ability to balance cyclical market fluctuations through its diversified business model and broad product portfolio.JOST's portfolio spans multiple commercial vehicle and industrial applications, including truck and trailer systems, agricultural components, and off-highway technologies. This diversification continues to support resilience across varying regional and sector-specific demand environments.The company also benefits from its broad international footprint across Europe, North America, and Asia, as well as long-standing relationships with OEM customers and aftermarket partners.Operational Discipline and Efficiency Measures Remain a PriorityIn the current environment, management continues to prioritize operational execution, cost efficiency, and disciplined resource allocation. JOST remains focused on protecting profitability and maintaining flexibility while navigating cyclical fluctuations in global transport and industrial markets.Supply chain management, production flexibility, and operational efficiency programs remain important levers in balancing market volatility and supporting stable financial performance.Innovation and Long-Term Product DevelopmentAlongside short-term operational priorities, JOST continues to invest in innovation and long-term product development. The company remains focused on safety-critical technologies, efficiency-enhancing systems, and solutions aligned with evolving transport and logistics requirements.Electrification, digital integration, and efficiency improvements across commercial vehicle systems continue to shape the long-term strategic direction of the business.Investor PerspectiveFor investors, the key focus remains on developments in global truck production, trailer demand, freight activity, and broader transport market trends, all of which continue to influence the operating environment for the company.JOST's investment case continues to center around its diversified market exposure, resilient business model, operational discipline, and positioning within global transport and logistics supply chains....▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint

Hypoport SE Q1 2026: Key TakeawaysHypoport SE Q1 2026 Financial ResultsPresented by Ronald Slabke, CEOIn this latest financial results presentation on seat11a, Ronald Slabke of Hypoport SE presents the company's Q1 2026 financial results and provides an update on current developments across its digital finance and real estate platform ecosystem.Gradual Stabilisation in the German Mortgage MarketHypoport remains one of the key listed technology-driven infrastructure providers for the German mortgage and financial services market. Through platforms such as Europace, the company connects banks, brokers, insurers, and real estate participants within a highly scalable digital ecosystem.Following the difficult market environment of recent years, investors are closely watching for further signs of recovery in mortgage financing volumes, transaction activity, and platform utilisation. In Q1 2026, market conditions continued to gradually stabilise in parts of the German real estate financing market.Improving financing conditions and increasing transaction activity supported developments across the platform ecosystem, although the broader environment remained influenced by economic uncertainty, interest rate sensitivity, and cautious market sentiment.Europace and Platform Scalability Remain CentralAgainst this backdrop, Hypoport continued to focus on expanding platform usage, increasing digitalisation, and strengthening its long-term market position within the German housing finance market.A major focus remains the scalability of Hypoport's platform model. As digital processes continue to gain relevance across mortgage finance, insurance, and real estate transactions, Hypoport aims to benefit from increasing platform penetration and network effects across its ecosystem.For investors, Europace remains at the center of the Hypoport investment case. The platform continues to function as one of the most important digital infrastructures for German mortgage finance, connecting lenders, brokers, savings banks, cooperative banks, and financial intermediaries through integrated workflows and transaction processes.Diversified Platform Ecosystem Across Financial ServicesManagement also discusses developments across the company's different segments, including private clients, real estate platforms, and insurance activities, underlining the broad positioning of the group within the German financial services market.This diversified platform structure remains strategically important because it reduces reliance on a single product category and supports the broader long-term thesis that Hypoport is building digital infrastructure layers across multiple adjacent financial and housing-related markets.Long-Term Focus on Digitalisation and Market Share GainsEven though short-term market conditions remain influenced by macroeconomic uncertainty and interest rate sensitivity, Hypoport continues to position itself around long-term structural themes including digitalisation, workflow automation, platform integration, and increasing efficiency across the housing finance ecosystem.Management continues to view the ongoing digital transformation of Germany's mortgage and insurance markets as a significant long-term growth opportunity for the company's platform architecture....▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint

Amadeus Fire AG Q1 2026: Key TakeawaysPresented by Jörg Peters, Head of Investor RelationsIn this latest financial results presentation on seat11a, Jörg Peters, Head of Investor Relations of Amadeus Fire Group, presents the company's Q1 2026 financial results and provides an update on current business trends across the Personnel Services and Training segments.Challenging Macro Environment Continues to Impact Personnel ServicesAmadeus Fire started the year in a still difficult macroeconomic environment in Germany, with weak economic growth, high unemployment, and cautious hiring activity continuing to weigh on the Personnel Services business. Companies remained reluctant to make long-term staffing decisions, recruitment cycles became longer, and candidate willingness to change jobs stayed subdued during the quarter. Against this backdrop, group revenue declined by 9.0% to €89.4 million, while operating EBITA fell to €3.0 million and the operating EBITA margin declined to 3.4%. Nevertheless, management highlighted that business performance stabilised compared with Q4 2025 and developed broadly in line with expectations.Personnel Services Segment Remains Under PressureThe Personnel Services segment remained under pressure, with revenue declining by 17.6% and operating gross profit falling by 18.9% year-on-year. At the same time, the cost and efficiency measures introduced in 2025 continued to show positive effects, helping to stabilise operational performance over the course of the quarter. Management emphasized that strict cost control, productivity management, and cautious internal hiring are expected to support profitability improvements as the year progresses. While the short-term environment remains challenging, the company continues to position itself for improved operating leverage once demand conditions normalise.Training Segment Shows Greater ResilienceIn contrast, the Training segment delivered a more resilient performance. Revenue increased by 3.4% to €41.8 million, supported by the first-time consolidation of acquisitions such as Masterplan and eduBITES. The B2C business developed stable to slightly positive, while the publicly funded B2G market showed improving momentum compared with the previous quarter. This underlines the increasing strategic importance of the Training segment within the broader Amadeus Fire business model.AI-First Strategy Continues to AdvanceStrategically, Amadeus Fire continued to advance its AI-first orientation, with a focus on expanding AI-related training offerings and corporate AI learning solutions to address growing demand for digital skills development. The integration of Masterplan and eduBITES supports the company's ambition to strengthen its position in digital learning, AI-enabled education, and scalable SaaS-driven training solutions. Management continues to view these activities as important long-term growth and margin drivers.FY 2026 Outlook Confirmed Overall, management sees Q1 2026 as the basis for a gradual return to higher profitability over the course of the year and confirmed the outlook for FY 2026. The combination of operational stabilisation, ongoing cost discipline, and improving trends in Training is expected to support a significant increase in earnings as market conditions gradually normalise. ▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Wacker Chemie AG Q1 2026: Key TakeawaysWACKER Chemie AG Q1 Financial Results: Joerg Hoffmann on Performance, Market Trends and Segment DevelopmentsPresented by Joerg Hoffmann, Head of Investor RelationsIn this latest financial results presentation on seat11a, Joerg Hoffmann of Wacker Chemie AG provides an update on the company's Q1 financial performance, recent business developments, and the current trading environment across its key segments.Q1 Performance in a Mixed Market EnvironmentWACKER Chemie started the year in a still mixed market environment, with demand trends varying across regions and end markets. The first quarter reflects continued normalization in some areas, while other segments remain impacted by cautious customer behavior, lower order visibility, and ongoing pricing pressure. As a result, performance in Q1 is shaped by a combination of volume developments, pricing dynamics, and cost factors across the portfolio.Segment Developments: Differentiated Trends Across the PortfolioAcross the business divisions, developments remain differentiated. The chemical segments, including silicones and polymers, continue to reflect broader industrial demand trends, with volumes stabilizing in parts but still influenced by weaker activity in construction and other cyclical end markets. Pricing remains an important factor, as competitive dynamics and market conditions continue to impact margins.Chemical Segments: Silicones and Polymers Under Cyclical PressureThe polysilicon segment remains a key contributor to overall performance, with developments closely linked to the global solar market. In Q1, pricing trends, customer demand, and supply dynamics in the photovoltaic value chain continue to influence the segment's performance. At the same time, WACKER's diversified business model provides exposure to a wide range of industrial and technology-driven applications.Polysilicon: Exposure to Solar Market DynamicsOverall, the first quarter illustrates a market environment that remains in transition, with early signs of stabilization in some areas, while other parts of the portfolio continue to operate below previous levels. The presentation provides a detailed view on how WACKER is performing at the start of the year and how current market conditions are reflected in its Q1 results.Conclusion: Early Signs of Stabilization in a Transitional Market ▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

ZEAL Network SE Q1 2026: Key TakeawaysPresented by Andrea Behrendt, CFOIn this latest financial results presentation on seat11a, Andrea Behrendt of ZEAL Network SE presents the company's Q1 2026 financial results and provides an update on customer growth, lottery billings, games performance, and ZEAL's strategic expansion initiatives.Continued Growth Despite Weak Jackpot EnvironmentZEAL delivered continued growth in the first quarter despite what management described as a particularly weak jackpot environment. Neither Lotto 6aus49 nor Eurojackpot reached peak jackpot levels during Q1 2026, creating difficult conditions for customer acquisition and reactivation. Nevertheless, the company managed to increase revenue, expand its customer base, and further improve its gross margin, highlighting the resilience of ZEAL's platform and marketing execution.Revenue Growth and Targeted InvestmentsRevenue increased by 6.2% to €54.3 million, supported by higher lottery billings, stronger gross margins, and growth in monthly active users. At the same time, EBITDA declined to €15.5 million, reflecting deliberate investments into marketing, personnel expansion, games, and broader diversification initiatives. Management emphasized that these higher expenses are targeted growth investments intended to strengthen ZEAL's long-term positioning and support future scalability.Customer Growth and Lottery Platform ExpansionCustomer acquisition remained strong despite the weak jackpot backdrop. Monthly active users in the lottery business increased by 5% to nearly 1.6 million, while ZEAL added 274 thousand new registered customers during the quarter. These developments underline the continued relevance of ZEAL's digital lottery platform and the company's ability to attract and retain users even in less supportive external conditions.Games Segment Continues to ScaleThe company also continued to expand its Games segment, where revenue grew by 14% and the games portfolio increased to more than 740 games. This reflects ZEAL's broader strategy of diversifying beyond its traditional lottery business and building a broader digital entertainment ecosystem with stronger recurring customer engagement and monetisation opportunities.Strategic Expansion Through Social Lottery ProductsA strategic highlight of the quarter was the launch of the new charity lottery “Traumautoverlosung,” which expands ZEAL's social lottery offering beyond “Traumhausverlosung.” Management sees this as another important step in broadening the company's product portfolio and strengthening the foundations for long-term growth.FY 2026 Outlook ConfirmedLooking ahead, ZEAL confirmed its FY 2026 guidance, expecting revenue of €250–260 million and EBITDA of €70–75 million, while continuing to target double-digit annual revenue growth and EBITDA margins above 30% over the medium term.ConclusionOverall, ZEAL Network SE's Q1 2026 financial results highlight a business that continues to execute well despite an unusually weak jackpot environment. The combination of customer growth, improving monetisation, expanding games activities, and ongoing diversification initiatives reinforces ZEAL's positioning as one of Germany's leading digital lottery and online gaming platforms with a scalable and increasingly diversified business model. ▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

PALFINGER AG Q1 2026: Key TakeawaysPresented by Felix Strohbichler, CFOIn this seat11a presentation, PALFINGER CFO Felix Strohbichler provides a detailed overview of the company's Q1 2026 financial results and discusses the key developments that shaped the start to the year. The presentation covers PALFINGER's first quarter performance, operational progress, current market dynamics and management's priorities for the quarters ahead.Overview of PALFINGER's Q1 2026 Financial ResultsFelix Strohbichler outlines how PALFINGER performed in the opening months of 2026 and explains the main factors that influenced the quarter. He walks through the most important financial and operational developments, highlights the overall business momentum and provides context around how the company is managing through the current market environment. The presentation gives a clear picture of how PALFINGER entered the year and how management is approaching execution in the early part of 2026.Financial Performance in the First Quarter of 2026A central part of the discussion focuses on PALFINGER's financial performance in the first quarter. The video addresses revenue development, profitability trends, operational discipline and the broader factors that shaped the quarter. Felix Strohbichler explains how PALFINGER is balancing demand conditions, pricing, cost control and capacity management, while continuing to maintain a strong focus on execution across the business.Revenue, Profitability and Operational DisciplineThe presentation also touches on regional and market developments. Management comments on the demand environment in relevant markets, the current level of customer activity and the areas where PALFINGER continues to see stability, opportunities or a more cautious backdrop. This provides additional insight into the broader operating environment at the start of 2026 and how the company is responding across its business footprint.Regional and Market Developments in Early 2026Beyond the quarter itself, Felix Strohbichler also highlights PALFINGER's strategic priorities and ongoing operational initiatives. The discussion includes the company's continued focus on innovation, service, digitalisation, efficiency improvements and the further development of its global platform. PALFINGER continues to work on strengthening its market position through a combination of product quality, operational excellence and disciplined strategic execution.Strategic Priorities: Innovation, Service and DigitalisationThe video also includes management commentary on the outlook for the rest of 2026. Felix Strohbichler shares how PALFINGER views the current environment, what management is watching closely in the coming quarters and where the company's main operational focus lies as the year progresses. The outlook section provides a useful summary of PALFINGER's priorities and direction following the first quarter.Outlook for the Rest of 2026Overall, this PALFINGER Q1 2026 Financial Results presentation offers a clear and concise management update on the company's start to the year. It summarises PALFINGER's first quarter performance, operational execution, market backdrop and the company's outlook as 2026 continues. ▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

A new Best's Special Report discussed by AM Best Associate Director Jason Hopper finds the 2025 net income for U.S. life/annuity industry rose to the highest level in the past five years.

Send us Fan MailSAP unveiled its Q1 2026 financial results last week, showing growth in key areas, including overall revenue and its cloud business. This week on ASUG Talks, Isaac Feldberg, ASUG Senior Editor, and SAP analysts Joshua Greenbaum and Jon Reed once again join the podcast to discuss what these results reveal. Key InsightsWhat growth areas mean for SAP customersCEO Christian Klein's comments about AI modelsThe importance of AI in ERP migrationRelated InsightsRead Christian Klein's Financial Times article referenced in this episodeSubmit a question for Joshua and Jon to answer (along with ASUG CEO Geoff Scott) live at SAP Sapphire & ASUG Annual ConferenceRead Isaac's deep dive into the Q1 2026 SAP Earnings Learn about the agentic AI partnership between SAP and Google Cloud

Patrick Moorhead and Daniel Newman break down a massive week in enterprise tech, from Google Cloud Next's full-stack AI push and Amazon's $100 billion Anthropic commitment, to Apple's leadership transition and Intel's long-awaited foundry validation courtesy of Elon Musk. The handpicked topics for this week are: Google Cloud Next 2026: Full-Stack AI and New TPUs — Google Cloud Next has cemented itself as the second-biggest AI event on the calendar, with Thomas Kurian declaring the proof-of-concept era over and enterprises now in full production mode with agents. Google unveiled two next-generation TPUs (the 8i for training and the 8t for high-throughput inference) and reinforced its full-stack differentiation from infrastructure through Gemini Enterprise Workspace. (The Decode) Google's Agentic Security and MCP Push — Google made a significant move into agentic security, combining Wiz and Mandiant into what Pat calls a sleeper announcement of the show. Google also committed to placing MCP servers across all of its data surfaces, meaning even non-Google platforms can tap into Google data without full lock-in. (The Decode) Google Distributed Cloud and On-Prem Agentic Orchestration — Google took the biggest first step Patrick has seen toward a true agentic orchestrator that spans on-prem enterprise and public cloud through progress on Google Distributed Cloud. No other company has yet attempted cross-environment agent coordination at this level. (The Decode) Amazon's $100 Billion Anthropic Commitment — Amazon formalized a commitment of up to $100 billion into Anthropic, including five gigawatts of Trainium capacity, making it the largest non-NVIDIA silicon commitment in history. Anthropic's valuation crossed $1 trillion just weeks after a $350 billion raise, a pace that has left even veteran analysts searching for new language. (The Decode) Adobe Summit 2026: Enterprise Agents and Jensen's Endorsement — Jensen Huang took the stage at Adobe Summit to deepen the NVIDIA-Adobe partnership, calling agentic workflows the new front end for SaaS rather than a replacement for it. Adobe reported $250 million in Firefly ARR and 45% quarter-over-quarter growth in agentic tool usage, yet the stock continued to disappoint investors expecting hypergrowth multiples. (The Decode) Apple's New CEO: John Ternus and Tim Cook's Legacy — Apple named John Ternus as its fourth CEO, closing the book on Tim Cook's 15-year tenure marked by custom silicon success, services expansion, and operational excellence, alongside misses in Vision Pro, the abandoned car project, and Siri's failure to become the AI front end it should have been. Ternus is a continuity hardware candidate, and the most consequential decision may prove to be keeping Johny Srouji over all of hardware. (The Decode) Intel Foundry: Elon Musk, TerraFab, and 14A Validation — One day before Intel's earnings print, Elon Musk publicly confirmed TeraFab will use Intel's 14A process, delivering the first verifiable public wafer commitment on that node. Intel then reported a 23% stock surge, 22% data center growth, and EPS of $0.29 against a $0.01 street consensus. (The Decode) The Flip: TSMC vs. Semiconductor Equipment Makers — Pat and Dan take hard opposing stances on who holds more power in the AI supply chain: TSMC with its control of over 90% of advanced AI silicon and irreplaceable process expertise, or the equipment oligopoly of ASML, Applied Materials, LAM, and KLA without whom no leading-edge fab can operate. The real answer, they conclude, is deep interdependence, though TSMC's combination of talent and leading-edge control gives it outsized leverage today. (The Flip) Intel — Intel's earnings were a blowout across the board, with data center up 22%, EPS of $0.29 versus a $0.01 estimate, and guide raised, driven by CPU price increases, customer pull-ins, and packaging volume growth. Hosts discuss whether the stock at current levels is pricing in foundry revenue that has barely begun to materialize on the tape. (Bulls and Bears) GE Vernova and Vertiv — GE Vernova posted a beat on revenue and EPS with orders up 71% organically and a $163 billion backlog, while Vertiv reported sales up 30% and raised forward guidance to $14 billion. Both companies reflect the acute power infrastructure demand tied to data center buildout, with Patrick noting their growth was likely already baked into share prices heading into the print. (Bulls and Bears) ServiceNow — ServiceNow beat across the board with a Rule of 57 growth result and AI run rate up to $1.5 billion, 50% above its prior target, though margin headwinds from three acquisitions and on-prem impacts from the Middle East conflict weighed on sentiment. Daniel argues the market has not yet accepted that workflow automation at enterprise scale will not be replaced by vibe-coded alternatives. (Bulls and Bears) IBM — IBM posted a triple beat with Red Hat up 13%, software up 11%, and Z mainframe up 48%, the latter driven in part by AI-assisted COBOL modernization tools making the platform newly relevant. The stock slid after hours despite the results, continuing a pattern Patrick describes simply as silly season for enterprise infrastructure names. (Bulls and Bears) SAP — SAP beat on revenue and earnings with cloud revenue up 19%, cloud backlog up 20%, and total backlog up 25%, reinforcing that enterprise ERP customers are not moving away from core platforms. Daniel and Patrick agree this is another data point showing enterprises are building AI on top of existing software stacks, not tearing them out. (Bulls and Bears) The Decode Google Cloud Next 2026 — TPU 8 Dual-Architecture and the Agentic Enterprise Stack https://cloud.google.com/blog/topics/google-cloud-next/welcome-to-google-cloud-next26 https://oplexa.com/google-cloud-next-2026/ https://www.itpro.com/cloud/cloud-computing/google-cloud-next-2026-googles-unique-advantages https://thenextweb.com/news/google-inference-chips-nvidia-challenge-supply-chain Amazon Commits Up to $25B More in Anthropic; $100B+ AWS Commitment in Return https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billion-in-anthropic-part-of-ai-infrastructure.html https://www.nytimes.com/2026/04/20/technology/amazon-anthropic-investment.html https://www.geekwire.com/2026/amazon-doubles-down-on-anthropic-with-25b-investment-mirroring-its-openai-cloud-deal/ https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Adobe Summit 2026 — CX Enterprise, Creative Agent, and Jensen Huang Onstage https://www.cxtoday.com/ai-automation-in-cx/adobe-summit-2026-cx-announcements/ https://www.cmswire.com/digital-experience/nvidia-ceo-jensen-huang-told-the-saas-world-agentic-is-here-adobe-was-listening/ https://www.techradar.com/pro/live/adobe-summit-2026 https://futurumgroup.com/insights/will-adobes-brand-visibility-solution-rewrite-the-rules-of-ai-driven-customer-experience/ https://www.linkedin.com/posts/patmoorhead_adobesummit-googlecloudnext-ai-activity-7451754772128514048-0BwK Apple CEO Transition — Tim Cook to Executive Chairman, John Ternus to CEO https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/ https://www.facebook.com/HBR/posts/on-monday-april-20-2026-apple-announced-that-tim-cook-will-step-down-as-ceo-in-s/1324436846218173/ https://www.apple.com/newsroom/2026/03/introducing-apple-business-a-new-all-in-one-platform-for-businesses-of-all-sizes/ Intel Foundry Lands Tesla for Terafab on 14A — First External 14A Customer, and a Direct Shot at the TSMC Bottleneck https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/ https://www.trendforce.com/news/2026/04/23/news-intel-tapped-as-tesla-wins-first-14a-customer-spot-in-terafab-push/ https://www.benzinga.com/markets/equities/26/04/51992031/musk-bets-on-intels-14a-process-tesla-stock-falls-on-capex-plans https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html The Flip Who has more power in the AI chip supply chain — TSMC (the fabricator) or the equipment companies (ASML, Applied Materials, Lam, KLA)? FOR: TSMC is the single choke point for every leading-edge AI chip in production https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html TSMC's pricing power shows up directly in its gross margins — and customer behavior https://leverageshares.com/en-eu/insights/why-asml-and-tsmcs-q1-2026-results-didnt-stir-markets/ TSMC is now a systems integrator — CoWoS packaging is the real moat, not just lithography https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic AGAINST: ASML is the single point of failure for every advanced node on the planet  https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic Applied Materials, Lam Research, and KLA control the etch, deposition, and metrology steps every fab needs https://finance.yahoo.com/markets/stocks/articles/dear-lam-research-investors-mark-154010553.html The equipment oligopoly has better margin structure and less concentration risk than TSMC https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html Bulls & Bears Intel Q1 2026 — Huge Beat and Q2 Guide Raise; Data Center +22%, Stock +16% After Hours https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html https://seekingalpha.com/news/4578382-intel-q1-2026-beat-guidance-raise-stock-surges https://www.nasdaq.com/articles/intel-reports-net-loss-q1-2026 Veritiv & GE Vernova Q1 2026 — AI Power Trade Reports a Massive Beat https://www.investing.com/equities/ge-vernova-llc-earnings https://www.techi.com/ge-vernova-vertiv-ai-data-center/ ServiceNow Q1 2026 — Strong Beat and Raise, But Middle East Deal Delays Crater the Stock https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html https://www.businessinsider.com/servicenow-ceo-dismisses-ai-threats-parlor-tricks-2026-4 IBM Q1 2026 — Beat on Top and Bottom; Mainframe Surge, Guidance Unchanged Sends Stock Lower https://www.streetinsider.com/PRNewswire/IBM+RELEASES+FIRST-QUARTER+RESULTS/26351381.html https://www.briefs.co/news/ibm-q1-2026-earnings-guidance/ https://seekingalpha.com/news/4578381-ibm-signals-5-percent-2026-revenue-growth-and-about-1b-higher-free-cash-flow-while-keeping https://www.barrons.com/articles/software-stock-selloff-ibm-earnings-servicenow-salesforce-665a8f73 SAP Q1 2026 — Beat on Cloud; Backlog €21.9B (+25% cc), Operating Profit +17% https://www.prnewswire.com/news-releases/sap-quarterly-statement-q1-2026-302752280.html https://www.gurufocus.com/news/8813611/sap-se-sap-reports-strong-q1-earnings-with-revenue-growth https://www.globalbankingandfinance.com/sap-reports-17-rise-first-quarter-profit/ Want the full breakdown from the ground at Google Cloud Next? Check out our live coverage: https://www.sixfivemedia.com/our-events/google-cloud-next-2026 Be part of our community — hit that subscribe button and let us know if you'd like us to go back to Friday drops.  

Akiba Leisman, President and CEO of Mako Mining (TSX.V:MKO – OTCQX:MAKOF), joins me for a comprehensive review of all 4 company Projects, on an operational, developmental and exploration perspective. The Company operates the high-grade San Albino gold mine in Nueva Segovia, Nicaragua. Mako owns the Moss Mine, an open pit gold mine in northwestern Arizona, which is ramping up into commercial production. Mako now controls the permitted development-stage Mt. Hamilton Gold-Silver Project located in White Pine County, Nevada, USA. Mako also holds a 100% interest in the development-stage Eagle Mountain Project in Guyana, South America.   Q1 2026 San Albino Operational Highlights:   50,233 tonnes mined, containing 12,538 ounces ("oz") of gold ("Au") at an average grade of 7.76 grams per tonne ("g/t") Au and 12,460 oz of silver ("Ag") at 7.71 g/t Ag 53,638 tonnes milled containing 13,277 oz Au and 13,274 oz Ag grading 7.70 g/t Au and 7.70 g/t Ag At quarter end, the stockpile was estimated at 124,350 tonnes at an average grade of 2.65 g/t Au for contained Au of 10,558 oz   Q1 2026 Mako Financial Highlights Mako total gold sales of 13,721 oz Au for total revenue of $68.6 million in Q1 2026 San Albino Mine sales of 10,398 oz Au at $4,901(2) per ounce Moss Mine sales of 3,323 oz Au at $4,912 per ounce Delivered 274 oz Au in connection with gold stream related to the purchase of the Mt. Hamilton Project Cash balance and trade receivables of $96.1 million as of March 31st, 2026, after a previously accrued 2025 $13.2 million annual tax payable was paid    We went on to review all the ongoing exploration work at San Albino, the development progress on tap for 2026 at the Moss Mine and at Mt Hamilton, and the permitting progress at Eagle Mountain.   If you have any further questions for Akiba regarding Mako Mining, then please email them into me at  Shad@kereport.com.   In full disclosure, Shad is a shareholder of Mako Mining at the time of this recording and may choose to buy or sell more shares at any time.   Click here for a summary of the recent news out of Mako Mining.   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned, and companies profiled may be sponsors of the KE Report.

Stephen Grootes speaks to Clicks CEO Bertina Engelbrecht about Clicks Group’s resilient interim results, highlighting solid earnings growth, a higher dividend, expanding pharmacy and store footprint, strong loyalty programme performance, and how the retailer is navigating intense competition and constrained consumer spending while continuing to invest in growth and sustainability initiatives. In other interviews, Hylton Kallner, CEO of Discovery Bank talks about the latest SpendTrend26 insights, unpacking how South Africans choose to spend, what they spend on, and when they’re most willing to open their wallets in a rapidly evolving economic landscape. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Clicks CEO Bertina Engelbrecht about the Group’s resilient interim results, highlighting solid earnings growth, a higher dividend, expanding pharmacy and store footprint, strong loyalty programme performance, and how the retailer is navigating intense competition and constrained consumer spending while continuing to invest in growth and sustainability initiatives. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

David Blades, associate director, AM Best, discusses a new Best's Special Report that finds muted insured catastrophe losses during the second half of 2025 significantly benefitted net underwriting income for the year.

Spurs Chat: Discussing all Things Tottenham Hotspur: Hosted by Chris Cowlin: The Daily Tottenham/Spurs Podcast Hosted on Acast. See acast.com/privacy for more information.

Spurs Chat: Discussing all Things Tottenham Hotspur: Hosted by Chris Cowlin: The Daily Tottenham/Spurs Podcast Hosted on Acast. See acast.com/privacy for more information.

Stephen Grootes speaks to Jannie Durand, CEO of Remgro about their latest interim results, which reflect a sharp acceleration in earnings growth and strong cash generation across its portfolio of investee companies. Headline earnings surged, supported by improved operational performance from key assets, while robust dividend inflows enabled a significant uplift in shareholder payouts In other interviews, Joubert Roux, Co‑Founder and Chair of CHARGE talks about the implications of Sanral’s proposed amendments for EV charging infrastructure and roadside businesses. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Jannie Durand, CEO of Remgro, about their latest interim results, which reflect a sharp acceleration in earnings growth and strong cash generation across their portfolio of investee companies. Headline earnings surged, supported by improved operational performance from key assets, while robust dividend inflows enabled a significant uplift in shareholder payouts. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Geoff Whyte, CEO of AdvTech, about their latest results, which saw the group surpass R2 billion in operating profit for the first time, supported by double-digit revenue growth, improved margins, and strong enrollment momentum across its education divisions. The performance reflects continued scale benefits, disciplined cost management, and ongoing investment in infrastructure, technology, and brand consolidation, as the group expands its footprint across South Africa and the rest of the continent. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In this episode of the KE Report, we are joined by Charles Funk, President and CEO of Heliostar Metals (TSX-V: HSTR | OTCQX: HSTXF). We focus on the 2025 financial results and the acquisition of the Goldstrike deposit in Utah. Key Discussion Points: 2025 Financial Results: A review of a "transformational" nine-month fiscal year where the company produced nearly 35,000 ounces of gold, generating over $47 million in operating earnings while outperforming cash cost guidance. The Goldstrike Acquisition: Detailed insights into the strategic purchase of the 1-million-ounce Goldstrike deposit in Utah from Liberty Gold, including the attractive acquisition terms and diversification into the US. Operational Creativity: How the team generated $66 million in earnings from non-reserve ounces through innovative stockpiling and leaching strategies since acquiring their Mexican assets. Antimony Potential: Exploring the high-grade antimony opportunities at the Goldstrike project, situated near other major critical mineral developments. Future Production Outlook: A look toward the company's ambitious "500,000 ounces per year by 2030" goal and how current cash flow is accelerating exploration and development without the need for immediate debt.   Please email me at Fleck@kereport.com with any follow up questions for the team at Heliostar Metals.  Click here to visit the Heliostar Metals website to learn more about the Company - https://www.heliostarmetals.com/   ---------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Send a textEpisode # 153: Strategy rarely changes because of a perfect variance report. It changes when someone connects the numbers to what customers feel, what operations can deliver, and which levers will protect margin and growth. We dig into how FP&A analysts and staff accountants can stop just reporting results and start shaping what happens next by diagnosing drivers, partnering across functions, and communicating like executives.We start with a mindset reset: reporting performance is not the same as shaping performance. You will hear practical ways to move from scorekeeper to strategist, including turning variance reports into conversations, using price‑volume‑mix to explain revenue shifts, and running simple scenario and sensitivity analyses If you are ready to think and operate at a higher level, start building the CFO mindset now: keep technical excellence, expand business acumen, and practice clear, decisive storytelling that earns influence. Episode outline:Shift from scorekeeper to strategist,Build credibility by understanding the business beyond finance, andCommunicate like an executive so your analysis actually drives action.Please connect with me on:1. Instagram: stephen.mclain2. Twitter: smclainiii3. Facebook: stephenmclainconsultant4. LinkedIn: stephenjmclainiiiFor more resources, please visit Finance Leader Academy:  financeleaderacademy.com.Support the show

Stephen Grootes speaks to RCL Foods CEO Paul Cruickshank about the challenging trading environment facing RCL FOODS, including the severe pressure from declining global sugar prices, rising deep-sea imports, subdued consumer demand, and how the company is leveraging NRM and CI initiatives to drive efficiencies, protect market share, and strengthen operational performance across its business units. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Breakdown of Arsenal's Latest Financial Results, Why The Loss Is A Good Thing, Big Names Leaving?Arsenal's latest financial results are out — and despite reporting a loss, there are strong reasons why this could actually be GOOD news for the club. But with financial strategy comes big decisions… could some major names be leaving?In today's episode of The Gooner Talk, Arsenal reporter Tom Canton breaks down Arsenal's newest financial report in detail — including revenue, wage bill, transfer spending, and what the reported loss really means in the context of long-term growth and competitiveness. We explain why the loss may reflect smart investment rather than concern, and how it positions Arsenal moving forward.There's also discussion around potential outgoing players, financial balancing, squad evolution, and what this could mean for Arsenal's next transfer windows.

United posted their financial results and their headlines are strong even if the elephant in the room, the debt attached to the club as a consequence of the Glazer takeover 21 years ago, remains over £1bn. On this day, United have enjoyed plenty of League Cup finals to talk about. Hosted on Acast. See acast.com/privacy for more information.

Stephen Grootes speaks to Craig Miller about Valterra Platinum’s strong 2025 results, including doubled headline earnings, higher PGM prices, improved production and cost savings — as well as the company’s progress following its demerger from Anglo American, and the $100 million in 2025 export proceeds still owed by the Zimbabwean government under its foreign‑currency retention rules. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Duncan Pieterse, Treasury Director-general to unpack Budget 2026 in a nutshell. With inflation-linked personal income tax relief, a higher tax-free savings limit, no VAT or corporate tax hikes, and the withdrawal of the planned R20 billion tax increase, Treasury struck a more optimistic tone. However, fuel and carbon levies will rise, the deficit sits at 4% of GDP, and debt is projected to stabilise at 77.3% of GDP. In other interviews, Motus Chief Executive Officer, Ockert Janse van Rensburg discusses Motus’ improved operational performance, the stronger sales volumes across key markets, and how disciplined strategy execution supported the Group’s robust financial results for the period. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.

Stephen speaks to Motus Chief Executive Officer, Ockert Janse van Rensburg, about Motus’ improved operational performance, the stronger sales volumes across key markets, and how disciplined strategy execution supported the Group’s robust financial results for the period. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.

Dr. Gregg Lunceford, Wealth Advisor at Mesirow Wealth Management, joins Jon Hansen for a Mesirow Monday. Gregg continues his conversation on the importance of discussing your finances with your partner or spouse. Gregg talks about achieving financial success with your spouse and revisits financial infidelity to give one more reason people commit it. For more information, […]

Harvey and Ed discuss the latest financial results from major real estate companies, including Zillow, REA Group, Vend and Realtor.com. They analyze the challenges these companies face in the current market, particularly Zillow's declining share price despite positive financial results. The conversation also covers the competitive landscape in India for REA Group and the introduction of ChatGPT plugins in real estate. Finally, they explore the state of AI search in real estate and upcoming industry events.Chapters00:00 Introduction to the News Roundup01:25 Zillow's Financial Performance and Market Challenges04:42 REA Group's Financial Results and Strategic Changes07:25 Competitive Landscape in India's Real Estate Market10:08 Realtor.com's Performance and New Developments10:51 ChatGPT Collaborations in Real Estate15:37 User Experience with ChatGPT Plugins27:02 AI Search Developments in Real Estate32:21 Upcoming Events and Conclusion

PRIMARY SPONSOR:   Use the promo  manapool.com/promo/magicmics  to get 5000 mana, that's $5 free, while supplies last at  manapool.com. Use ManaTraders.com Promo Code: MAGICMICS_4CI for 10% off your next subscription! Check out the twitch channel: http://twitch.tv/magicmics Visit our subreddit: http://www.reddit.com/r/magicmics Follow us on Twitter: http://twitter.com/magicmicscast   First Pick   B&R Day Roundup Everything But Commander: https://magic.wizards.com/en/news/announcements/banned-and-restricted-february-9-2026 Commander: https://magic.wizards.com/en/news/announcements/commander-banned-and-restricted-february-9-2026 Alchemy Rebalancing: https://magic.wizards.com/en/news/mtg-arena/announcements-february-9-2026#AlchemyRebalances   Gather the Townsfolk Hasbro Financial Report: https://www.businesswire.com/news/home/20260209085774/en/Hasbro-Reports-Fourth-Quarter-and-Full-Year-2025-Financial-Results https://investor.hasbro.com/static-files/8cd9c02e-388e-4d85-8c35-e9d21dbe21bb MTG FIN Boosts Square Enix: https://www.hd.square-enix.com/eng/ir/pdf/26q3slides.pdf   Prof Raises $600K for Trans Lifeline   Desperate Ravings   WotC on Harry Potter: https://old.reddit.com/r/magicTCG/comments/1r12ed3/do_we_think_wotc_would_potentially_touch_the_fire/o4metfg/ https://bsky.app/profile/amazonchique.bsky.social/post/3mekkqg2tlc2h   Splash Damage   Baldur's Gate HBO Series: https://deadline.com/2026/02/baldurs-gate-3-tv-show-craig-mazin-hbo-1236710583/   Amber Glenn: https://bsky.app/profile/marioprime.bsky.social/post/3meeoo3pxhs2i https://youtu.be/5sg9awJFZ0c https://apnews.com/article/milan-cortina-olympics-figure-skating-copyright-0d46df364ff67d430b394e40089926f0 https://bsky.app/profile/hobbesq.bolasgang.com/post/3melznjrhzs2e The Finisher   Magic's cool now! And by cool, I mean the Winter Olympics "cool." Gold medal figure skater and social media star Amber Glenn featured her love of MTG in a vignette live on NBC coverage this past week. So tell me: What other snow-covered crossovers could we look forward to with the Winter Olympics?

HEADLINES:• Middle East Markets Hold Firm as Wall Street Crumbles • Boeing and Airbus in Talks With Saudia for Potential Record Jet Order • Inside ADNOC Distribution's Financial Results with Ali Siddiqi, Chief Financial Officer

Check out the Spawncast network: https://spawncastnetwork.com/ Support the stream: https://streamlabs.com/spawnwave Panel: Radec: https://www.youtube.com/@realradec Celia: https://x.com/CeliaBeee RGT: https://www.youtube.com/@RGT85 Josie: https://www.youtube.com/@Josie_Woah PlayerEssence: https://www.youtube.com/@Playeressence Kimerex: https://www.youtube.com/@KimerexProjekt #Nintendo #Sony #Microsoft

Tesla Q4 and full year 2025 Financial Results and Q&A

PREVIEW. AI, Corporate Staffing Reduction, and Consumer Liquidity Issues Threatening a Recession. Chris Riegel discusses how while AI contributes to corporate staff reduction (e.g., IBM), financial results from quick service restaurants like Chipotle indicate consumer challenges. Specifically, younger consumers are financially strained, leading to negative results and consumers trading down. This problem with consumer liquidity represents early signs of what could become a nasty recession, though its progression is unknown. Retry