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Technology

How did Cadence Design Systems (CDNS) reach an $8.2 billion backlog?

TheGAAPOperating Marginwas 26.2 per cent, against 31.8 per cent, and the non-GAAP operating margin was 44.1 per cent, against 47.6 per cent.Diluted Earnings per Sharewere $1.05 on a GAAP basis, flat year on year, and $2.11 on a non-GAAP basis, up from $1.93.

Sonal Goyal | 28 October 2026

Why did CDW (CDW) report faster sales growth than profit growth?

Profit grew more slowly than sales on a GAAP basis.Gross Profitrose 6.3 per cent to US$1,319.8 million, taking the gross margin to 20.1 per cent from 20.8 per cent.Operating Incomeincreased 2.0 per cent to US$428.6 million, a 6.5 per cent margin against 7.0 per …

Sonal Goyal | 28 October 2026

Why did Ceva (CEVA) licensing revenue reach a three-year high?

Licensing and related revenue was US$18.2 million, up 21 per cent and, according to the company, its highest level in three years. Chief executive Amir Panush attributed the quarter to that growth.Royaltyrevenue was US$10.8 million, roughly flat year on year at plus 1 per …

Sonal Goyal | 28 October 2026

Why did Cognyte Software (CGNT) report weaker billings alongside faster software growth?

Recurring revenue was $56.2 million, up 18.4 per cent, or 51.4 per cent of revenue. Non-GAAP grossMarginwas 73.7 per cent, up 154 basis points. Chief executive Elad Sharon said the strategy is working and linked execution toDemandfor mission-critical intelligence in high-stakes settings.

Sonal Goyal | 28 October 2026

How is Check Point (CHKP) balancing 12% subscription growth with a US$2 billion convertible?

The revenue mix shifted. Products and security subscriptions rose to US$446.0 million from US$429.8 million, within which security subscriptions grew 12 per cent to US$332.6 million from US$297.9 million, while products and licences fell to US$113.4 million from US$131.9 million. Software updates, maintenance and …

Sonal Goyal | 28 October 2026

How is ChronoScale (CHRN) planning to reach US$1 billion of run-rate revenue?

The legacy exoskeletonBusinesswas sold on 30 September 2026. The company now provides cloud computing for AI, machine-learning and high-performance workloads on GPU infrastructure at third-party colocation facilities in the United States, and it is headquartered in Menlo Park, California. It is a separate company …

Sonal Goyal | 28 October 2026

Why did Cipher Digital (CIFR) price US$850 million of convertible notes?

The initial conversion price is about US$15.31 per share. Net proceeds were expected to be about US$835.1 million. About US$89.7 million was earmarked for capped call transactions with a cap price of US$28.35, and the remainder for the Barber Lake project, high-performance computing (HPC) …

Sonal Goyal | 28 October 2026

How is CI&T (CINT) guiding 2026 revenue growth of up to 18%?

Profitability did not keep pace. Adjusted EBITDA fell 11.8 per cent to US$19.0 million from US$21.5 million, a margin of 13.3 per cent. Profit for the period was US$5.8 million against US$9.7 million, and adjusted profit was US$8.7 million.Diluted Earnings per Sharewere US$0.05, compared …

Sonal Goyal | 28 October 2026

Why did Cellebrite (CLBT) trim its ARR outlook yet raise its profit target?

He said annualRecurring Revenue(ARR) came in below the company's expectations, citing longer sales cycles and less expansion from conversions to its Inseyets product than anticipated. Shareholders approved his compensation package at theAnnual General Meetingon 24 September 2026.

Sonal Goyal | 28 October 2026

Why did Climb Global Solutions (CLMB) grow sales 9% while profit slipped?

Gross profit increased 15 per cent to $30.2 million from $26.3 million.Operating Incomewas $7.4 million, down from $8.0 million, so profit growth lagged sales growth. The improvement inGross Profittherefore did not carry through to operating income. Net income was $5.5 million, or $0.30 per …

Sonal Goyal | 28 October 2026
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