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Technology

What did Fabrinet (FN) report for fiscal 2026, and what does it guide next?

The summary of the release reviewed does not give reasons for any market reaction, and none is attributed here. Results are judged against expectations as well as against prior periods.

Sonal Goyal | 28 October 2026

Why does Teradyne's $300m investment matter for FormFactor (FORM) before earnings?

The companies said the collaboration aims to speed the development, validation and high-volume production of next-generation semiconductors. FormFactor contributes probe, interface, test engineering and device characterisation expertise, while Teradyne contributes its automated test platforms. Target areas include high-performance compute, advanced packaging, high-bandwidth memory and …

Sonal Goyal | 28 October 2026

Why did 5N Plus (FPLSF) margins slip as sales jumped 28%?

Revenue rose 28 per cent to USD 122.4 million, from USD 95.3 million a year earlier. Adjusted EBITDA increased by a more modest 10 per cent to USD 26.6 million, so the adjusted EBITDA margin fell to 21.7 per cent from 25.3 per cent. …

Sonal Goyal | 28 October 2026

How is AI demand reshaping Ferrotec (FRRZF) results?

On that basis the company reported net sales of 182.4 billion yen, operating income of 28.1 billion yen andNet Incomeattributable to owners of the parent of 21.5 billion yen. Because the period is not like-for-like, the company did not calculate year-on-year changes, and comparisons …

Sonal Goyal | 28 October 2026

How is Freshworks (FRSH) turning AI adoption into profit?

On a non-GAAP basis, operating income was $55.9m, a 23.6%Marginagainst 21.9%, while non-GAAPEarnings Per Sharewere $0.17, against $0.18 a year earlier. The company's headline profit measures improved in margin terms even though non-GAAP earnings per share dipped slightly, which is a distinction readers should …

Sonal Goyal | 28 October 2026

How is Fastly (FSLY) widening its edge platform with Comcast?

The software runs on virtual cable modem termination systems and handles traffic management, real-time security, edge compute and AI services. On 28 September 2026 the two companies said the model was powering Peacock's biggest live events.

Sonal Goyal | 28 October 2026

Why is Fujifilm (FUJIY) assessing a partial spin-off of Business Innovation?

In the structure still under consideration, the relevant businesses would first be consolidated under FUJIFILM Business Innovation Corp. Holdings would retain less than 20% of its shares and distribute the rest to shareholders as aDividendin kind. The company intends to list that entity on …

Sonal Goyal | 28 October 2026

When GoDaddy (GDDY) reports on 29 October, what should investors measure?

GoDaddy reported second-quarter results on 30 July 2026. Revenue was $1,298.0 million, up 6.6% year on year, or 6.3% in constant currency. Total bookings rose 5.7% to $1,422.1 million, and annualisedRecurring Revenuealso rose 5.7%, to $4,421.4 million.

Sonal Goyal | 28 October 2026

Why did GDS Holdings (GDS) post a profit swing?

The headline swing needs context. The company attributed a share of equity-method investee income of RMB959.9 million (US$141.5 million) mainly to a dilution gain on DayOne, its international data-centre affiliate, following DayOne's issue of Series C convertible preferred shares. Such a gain reflects an …

Sonal Goyal | 28 October 2026

When Grid Dynamics (GDYN) reports on 29 October, what will matter most?

Revenue for the quarter ended 30 June 2026 was $108.2 million, up 7.0% year on year and 3.9% sequentially.GAAPgrossMarginwas 36.6%, compared with 34.1% a year earlier, and non-GAAP gross margin was 36.9%.

Sonal Goyal | 28 October 2026
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