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Technology

Why does ECARX Holdings (ECX) matter after its Flyme purchase?

Flyme comprises Flyme Auto, an in-vehicle cockpit operating system already deployed in 3.5 million production vehicles, and Flyme OS, a cross-device system used in vehicles, smartphones and wearables. About 70% of the price was funded by ten-year syndicated loans from Chinese commercial banks, and …

Sonal Goyal | 28 October 2026

What should be expected from Entegris (ENTG) third-quarter results on 29 October?

In its second-quarter report, released on 4 August 2026 for the quarter ended 27 June, Entegris reported net sales of US$883.2 million, up about 11.5% from US$792.4 million a year earlier and about 8.8% from the first quarter. Advanced Purity Solutions sales were US$514.6 …

Sonal Goyal | 28 October 2026

How is EPAM Systems (EPAM) responding to AI disruption fears?

Cash, cash equivalents and restricted cash were US$794.3 million at 30 June 2026, down 39.0% from US$1.301 billion at the end of 2025. EPAM repurchased US$85 million of shares in the quarter and US$409 million in the first half.

Sonal Goyal | 28 October 2026

How is EROAD (ERDLF) restructuring after its FY26 loss?

Revenue was NZ$195.2 million, up 0.4 per cent. The company said Australia grew and New Zealand grew steadily, while North America declined after a customer non-renewal. Annualised recurring revenue (ARR) was NZ$174.3 million, down 0.5 per cent, so the subscription base was essentially flat. …

Sonal Goyal | 28 October 2026

How is Elastic (ESTC) growing after its latest quarter?

These are reported results. The forward-looking figures covered below are guidance and should be read as management expectations rather than outcomes.

Sonal Goyal | 28 October 2026

Why has EverQuote (EVER) authorised a US$50 million buyback?

The company said the timing and amount depend on factors such as market conditions. It is not obliged to buy any shares, and the programme may be suspended or discontinued at any time. An authorisation is therefore a ceiling, not a commitment to spend.

Sonal Goyal | 28 October 2026

How is FatPipe (FATN) building profitable growth?

The release did not give numerical guidance. As of 27 October 2026 no newer quarterly results have been identified, so this article rests on that July report and the accompanying earnings call.

Sonal Goyal | 28 October 2026

How is AI monetisation shaping Figma (FIG) after its second-quarter results?

The company reported a GAAP loss from operations of $117.3m and a GAAP net loss of $112.2m, or $0.21 per share. On a non-GAAP basis,Operating Incomewas $36.1m, a 10 per cent margin, andNet Incomewas $42.6m, or $0.08 per share. The gap between the two …

Sonal Goyal | 28 October 2026

How is Firy (FIRY), formerly Skillz, rebuilding after its latest results?

Revenue was $31.0m, up 23 per cent from $25.2m a year earlier and up 6 per cent sequentially. RZR passed $10m of quarterly revenue for the first time.Gross Profitwas $27.1m. The release names Skillz, RZR and Beamable as portfolio companies but does not provide …

Sonal Goyal | 28 October 2026

How is Five9 (FIVN) balancing AI-led growth with margins?

GAAP net income was $3.4m, or $0.04 per diluted share, compared with $1.2m, or $0.01, a year earlier. On a non-GAAP basis, diluted earnings per share were $0.70, down from $0.76. Adjusted EBITDA, also non-GAAP, was $70.1m, a 22.4 per cent margin, against $67.9m …

Sonal Goyal | 28 October 2026
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