Revenue

Snap Inc. exceeded Q4 sales expectations with $1.72 billion revenue and announced a $500 million stock repurchase program. While daily active users slightly missed projections, average revenue per user increased. The company anticipates Q1 revenue below estimates, and faces regulatory headwinds. Net income surged nearly 400% year-over-year. Snap is prioritizing profitable growth and expanding its subscription services, while also investing in AR technology through its new subsidiary, Specs Inc., aiming for a 2026 AR glasses launch.

Uber exceeded Q4 revenue expectations, driven by strong mobility and delivery growth. However, a cautious profit outlook and equity revaluation headwinds led to a share price dip. The company saw significant user growth and bookings, with positive projections for Q1. Uber also announced a new CFO and remains bullish on autonomous vehicles, aiming for global AV facilitation by 2029. Investments in Uber One, advertising, and AI integrations are also key priorities.

ServiceNow exceeded Q4 revenue and earnings expectations, reporting $3.57 billion in revenue and 92 cents EPS. Despite strong results and a 20.5% year-over-year revenue increase, shares saw a slight dip. The company announced a $5 billion share buyback authorization and provided optimistic guidance for Q1 and FY26. ServiceNow is actively investing in AI and security, evidenced by recent acquisitions like Moveworks and the planned Armis deal, aiming to integrate these capabilities for enhanced enterprise solutions.

ADTRAN Holdings reported preliminary Q4 2025 revenue between $290M-$293M, significantly exceeding previous guidance and signaling strong market demand. Full-year revenue is projected at $1,082.2M-$1,085.2M. Preliminary non-GAAP operating margin is expected at 6.0%-6.9%. These results reflect increased broadband infrastructure demand, a robust product portfolio, and effective operational execution. Audited results will be released on February 25, 2026.

OpenEvidence, an AI startup for physicians, has raised $250 million at a $12 billion valuation, bringing its total funding to $700 million in under a year. The platform, trained on medical literature, aims to assist doctors in clinical decision-making. It claims over 40% adoption among US physicians and generates revenue through advertising. Despite competition from giants like OpenAI and Anthropic, OpenEvidence leverages its specialized focus and user data as competitive advantages. The founder aims for long-term independent growth, viewing potential IPOs from other AI leaders as paving the way for future public offerings.

OpenAI is introducing ads to its free ChatGPT tier and a new “Go” offering in the U.S. to generate revenue, while premium subscriptions remain ad-free. Advertisements will appear at the bottom of responses, clearly marked, and will not influence chatbot output. User data will not be sold to advertisers, and ads will be excluded for users under 18 and from sensitive topics like politics, health, and mental health. This move aims to support OpenAI’s significant infrastructure costs and growth ambitions.

ASE Technology Holding reported strong 2025 results, with consolidated net revenues reaching approximately US$20.8 billion, an 11.8% increase year-over-year. The fourth quarter also saw robust growth. Demand for advanced packaging and testing services, driven by AI, 5G, and complex ICs, fueled this performance. The Advanced Technology Materials segment showed significant year-over-year revenue growth, highlighting its critical role in next-generation chip manufacturing.

Foxconn reported a 22% year-over-year revenue increase in Q4 2025, driven by strong demand for AI infrastructure. As a key manufacturer for Nvidia and a partner with OpenAI, Foxconn’s components and cloud computing segments saw significant growth. This performance, coupled with strategic investments and partnerships in AI development and data centers, has bolstered investor confidence and led to a substantial rise in its share price. The company anticipates continued high earnings due to robust AI rack shipment demand.

Salesforce’s fiscal Q3 beat EPS expectations ($3.25 vs. $2.86) with $10.26 bn revenue, an 8.6% YoY rise, and net income up to $2.09 bn aided by a $263 m investment gain. The company highlighted accelerated cloud adoption for Tableau and MuleSoft, and forecast FY Q4 revenue of $11.13‑$11.23 bn with adjusted EPS of $3.02‑$3.04. Growth is driven by AI‑focused acquisitions (Regrello, Waii), the new Agentforce platform, and the $8 bn Informatica deal. Despite a 29% stock decline this year, free cash flow grew 22% to $2.18 bn, though below consensus.

TRX Gold reported Q4 2025 and FY 2025 results with record revenue ($57.6 M) and cash generation. Q4 poured 6,404 oz and sold 6,977 oz at $3,363/oz, delivering $23.5 M revenue, $12.6 M gross profit and $12.7 M adjusted EBITDA (54% margin). FY 2025 adjusted EBITDA reached $22.0 M and net income $6.6 M; working capital improved to a 1.3 current ratio and short‑term debt was repaid. The Buckreef PEA projects 62,000 oz/yr and a $1.9 B pre‑tax NPV5%. FY 2026 guidance calls for 25‑30 k oz production, $15‑20 M capex, funded internally, with plant expansion and intensified exploration as key risks.