Microsoft, Ericsson lead global tech alliance for digital trust | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Visitors look at a heat pump that awaits assembling inside utility Fortum's heat pump room that is under construction next to Microsoft's new data centre site in Kirkkonummi, Finland March 7,... [Purchase Licensing Rights, opens new tab] Read more- Companies- Summary- Alliance follows months of discussion- Increasingly is ...

Venezuela to grant more oil drilling blocks to Chevron, Repsol, Bloomberg News reports | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The Chevron offices are pictured in Caracas, Venezuela, December 2, 2022. REUTERS/Gaby Oraa/File Photo [Purchase Licensing Rights, opens new tab]- Companies[Chevron Corp]Follow[Repsol SA]FollowFeb 12 (Reuters) - Venezuela plans to grant more oil-production land to Chevron [(CVX.N), opens new tab] an ...

Verizon Communications Inc. (NYSE:VZ) is included among the Dividend Champions, Contenders, and Challengers List: 15 Highest Yielding Stocks. Verizon (VZ) Gets Target Hike From TD Cowen on Better-Than-Expected Phone Adds Ken Wolter / Shutterstock.com On February 2, TD Cowen lifted its price recommendation on Verizon Communications Inc. (NYSE:VZ) to $54 from $51. The firm reiterated a Buy rating on the stock, citing Verizon’s Q4 results, where phone subscriber additions came in stronger than expected, ev ...

RADCOM (NasdaqCM:RDCM) Q4 2025 Earnings call February 11, 2026 08:00 AM ET Company ParticipantsBenny Eppstein - CEOOperatorLadies and gentlemen, thank you for standing by. Welcome to the RADCOM Limited Results Conference call for the fourth quarter and full year of 2025. All participants are present in a listen-only mode. Following management's formal presentation, instructions will be given for the question-and-answer session. For operator assistance during the conference, please press star 0. As a reminde ...

With the Straits Times Index (SGX: ^STI) at record highs, emotions are also running high – they vary from anxiety that stocks are going to crash, to the fear of missing out (FOMO) should stocks keep appreciating. However, price itself is not the be-all and end-all of things. Today, we examine how to approach stocks at all-time highs using a pragmatic, emotion-free approach.Why Stocks Hit Multi-Year HighsThere are many reasons why a stock could be at multi-year highs. Common reasons include sustained earning ...

According to SoftBank Group (OTC:SFTBF) (OTC:SFTBY) CEO Masayoshi Son, access to artificial superintelligence should be considered “almost like a human right,” on par with electricity and motorization. In an interview with TIME, Son said that 30 years from today, if any village or any country lacks access to superintelligence or superrobotics, it would be “dramatically left out.” The CEO also cautioned that the failure to ensure equal access to technology could widen the economic disparities between countri ...

Financial Performance - Operating revenue increased by 6.9% year-on-year, reaching KRW 28,244.2 billion [22] - Operating profit surged by 205% year-on-year to KRW 2,469.1 billion, driven by core business performance and one-off gains from real estate projects [22] - Net income rose by 340.4% year-on-year to KRW 1,836.8 billion, with EBITDA increasing by 35.5% to KRW 6,349.3 billion [24][22] - Operating expenses remained flat year-on-year at KRW 25,775.1 billion, attributed to lower labor costs and efficient spending [26] Business Line Performance - Wireless revenue grew by 2.8% year-on-year to KRW 7,155.4 billion, supported by subscriber expansion in 5G, which reached a penetration rate of 81.8% [32] - Broadband revenue increased by 1.9% year-on-year to KRW 2,533.5 billion, driven by growth in giga subscribers and value-added services [34] - B2B service revenue rose by 1.3% year-on-year, with AI and IT business growing by 3.1% [39] - KT Cloud revenue saw a significant increase of 27.4% year-on-year, reaching KRW 997.5 billion, due to rising data center usage and AI cloud demand [41] Market Data - The company reported a debt-to-equity ratio of 120.7% at the end of 2025, with a net debt-to-equity ratio decreasing by 0.4 percentage points to 37.4% [28] Company Strategy and Industry Competition - The company is focusing on enhancing its fundamentals and rebuilding customer trust following a data breach incident, with a commitment to invest around KRW 1 trillion in security over five years [16][14] - The new CEO, expected to take office in 2026, is anticipated to maintain the company's growth strategy and shareholder return policy [66][62] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving better performance in 2026 compared to 2025, despite the financial impact of the customer compensation package related to the data breach [59][55] - The company aims to improve operational efficiency in the wireless business and expects continued growth in the B2B sector, particularly in AI and IT [80][82] Other Important Information - The company announced a 20% increase in annual dividends per share from KRW 2,000 in 2024 to KRW 2,400 in 2025, alongside a KRW 250 billion share buyback plan [6][18] - The appointment of a new CEO was confirmed, who is known for expertise in B2B and future technologies [9] Q&A Session Summary Question: What is the financial impact of the customer compensation package regarding the data breach incident? - The estimated benefit for customers is around KRW 450 billion, but not all will be booked as costs, depending on customer usage [55] Question: Will the new CEO maintain the previous shareholder return stance? - The dividend per share has been increased by 20%, and the new CEO and Board of Directors will finalize the shareholder return plan for 2026 [62][64] Question: What is the outlook for the wireless business following the data breach? - Approximately 230,000 subscribers left during the cancellation fee waiver period, but the overall impact was mitigated by previous net additions [77] Question: Why is B2B growth slower compared to peers? - When including KT Cloud revenue, the overall B2B growth is 6%, which is not considered low given the market size [84]

Core Insights - Telecom, media, and entertainment companies are increasingly adopting integrated, cloud-native platforms to enhance operational efficiency and reduce time to market according to ISG [1] Group 1 - The shift towards integrated, cloud-native platforms is driven by the need for higher efficiency in operations [1] - Companies in the telecom, media, and entertainment sectors are focusing on faster time to market as a competitive advantage [1]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and logistics [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of investing in blue-chip companies initially has evolved into a broader investment strategy that includes various industries and market capitalizations [1]

Group 1 - U.S. stock indices fell over 1.2%, with AMD and Qualcomm dropping more than 8%, while the Chinese concept index rose by 0.9% [1] - Bitcoin dropped below $65,000 [1] - Silver prices plummeted by 19.5%, and gold fell by 4% [1] - U.S. crude oil futures closed down over 2.8%, at $63.29 per barrel [1] - UBS and Goldman Sachs warned about volatility and liquidity issues in the silver market [1] - HP and Dell are reportedly researching the use of mainland China's memory chips [1] - South Korean stocks fell by 3.86%, with foreign investors recording a record high net sell-off [1] - JPMorgan stated that strong demand from central banks could push gold prices to $6,300 per ounce by the end of 2026 [1] - In January, the number of layoffs by Challenger companies in the U.S. rose to 108,000, the highest for the same period since 2009 [1] - Nvidia delayed the release of new gaming chips due to a shortage of memory chips [1] - Amazon's stock dropped by 11% after hours, with expected annual capital expenditures of approximately $200 billion [1] Group 2 - Meituan plans to acquire Dingdong for $717 million [2] - Multiple foreign institutions continue to increase their investment willingness in China [2] - China Telecom and China Unicom have initiated trial commercial use of Beidou SMS [2] - AUX announced a price increase of 6%-10% for all central air conditioning products starting March 1 [2] - Hong Kong Stock Exchange reported that the amount raised from IPOs in January was HKD 39.3 billion, a year-on-year increase of 555% [2] - The silicon industry association indicated that the silicon wafer market is expected to remain stable due to adjustments in battery production and expectations of declining silicon prices [2] - NIO expects adjusted operating profit to be between 700 million and 1.2 billion yuan in Q4 2025 [2] - The Bank of England maintained its current policy as expected [2] - Muyuan Foods saw a 1.9% increase in dark trading, earning HKD 74 per lot [2] - Dazhu CNC experienced a 21.71% increase in dark trading, earning HKD 2,080 per lot [2] Group 3 - Hong Kong stocks of Zhuozheng Medical, Dazhu CNC, and Muyuan Foods were listed [3] - Significant accumulation of Tencent shares occurred, with southbound funds net buying a total of HKD 11 billion over four consecutive days [3] - Announcement highlights include Revotek planning a 1 billion yuan investment in a synthetic biology manufacturing project in Xinjiang, and GCL-Poly has not yet received relevant orders in the "space photovoltaic" sector [3] - In A-shares, Beiliang's major shareholder Ma Xuejun is under investigation by the CSRC for alleged market manipulation [3]