News
Q2 CY 2026 results also exceeded expectations: revenue climbed 10.9 % to $865.1 million; non‑GAAP profit was $4.73 per share, 18.3 % above consensus; adjusted operating income $302.7 million beat estimates by 8.3 %. Guidance for Q3 CY 2026 projects revenue of $880 million, surpassing the $858.5 million consensus. Full‑year adjusted EPS guidance was...
30/07/2026 | F5, Inc.
The company raised its FY 2026 revenue growth outlook to 9 – 10 % from the prior 7 – 8 %. Full‑year adjusted EPS guidance is now $17.21 – $17.33, up from $16.25 – $16.55. Q4 guidance projects revenue of $870 – $890 million, with non‑GAAP earnings of $4.14 – $4.26 per diluted share, implying 9 % YoY growth at the midpoint.
30/07/2026 | F5, Inc.
Supply chain constraints remain a key risk, with tightness and rising lead times cited as significant variables. Despite these challenges, Rambus maintains a long‑term product gross‑margin target of 60 % to 65 %. The company’s balance sheet remains strong, and its guidance indicates continued double‑digit growth in product revenue for Q3 and beyond...
30/07/2026 | Rambus Inc.
The company has built inventory up by $16 million to manage lengthening supplier lead times and to support future DDR5 ramps. Rambus continues to focus on ASC 606 revenue reporting, narrowing the gap between royalties and licensing billings. Management anticipates minimal MRDIMM contribution in Q4, with a more material role expected in 2027 as CPU...
30/07/2026 | Rambus Inc.
Non‑GAAP earnings per share hit $0.77, a 24 % year‑over‑year gain and a 21 % sequential rise, comfortably above the consensus estimate of $0.71. GAAP diluted EPS was $0.61. Operating cash flow was $61 million and free cash flow $49 million, with a cash and marketable securities balance of $825 million. Management expects the silicon IP business to...
30/07/2026 | Rambus Inc.
Rambus (RMBS) reported Q2 2026 revenue of $207.4 million, a 20 % year‑over‑year increase and the company’s first time exceeding $200 million. Product revenue reached a record $99.2 million, up 13 % from the prior quarter and 22 % year‑over‑year, driven by strong demand for DDR5 RCDs and complete DDR5 9600 chipsets for client and server memory modul...
30/07/2026 | Rambus Inc.
Despite the robust earnings performance, the company’s stock fell 6.5 % to $80.60 on the day of the announcement. Analyst coverage remains mixed; MoffettNathanson cut its price target to $85 from $95, and Goldman Sachs reduced its target to $138 from $146. Market‑capitalisation sits at $23.49 billion, and Omnicom’s adjusted operating margin of 14.1...
30/07/2026 | Omnicom Group Inc.
Guided by this momentum, Omnicom now projects full‑year organic revenue growth of 4.5 %–5 %, up from the prior 4 %, and adjusted earnings growth exceeding 15 % for 2026, driven by the synergy pipeline and the company’s “more integrated and connected” operating model. Free cash flow for the first six months of 2026 totaled $1.50 billion, with $3 bil...
30/07/2026 | Omnicom Group Inc.
Omnicom Group (NYSE:OMC) disclosed its Q2 2026 results on July 24, 2026, reporting revenue of $6.56 billion, a 6.1 % organic increase, and adjusted earnings of $2.65 per share. The figures beat consensus estimates by 0.4 % and 0.8 % respectively. Core Operations, which grew 6.1 % organically to $6.0 billion, delivered an adjusted EBITA of $1.1 bill...
30/07/2026 | Omnicom Group Inc.
Risk factors highlighted the ongoing legal proceedings related to Philips Respironics and the DreamStation recall, which resulted in a $1.1 billion settlement. China presented procurement pressure and cost inflation, leading to expectations of lower Q3 comparable sales growth and an adjusted EBITA margin below the prior‑year level. The company anti...
29/07/2026 | Koninklijke Philips N.V.