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Jonathan Chaplin
  • Jonathan Chaplin

What happened to the US broadband market?

We have covered a lot of ground on the broadband sector over the last two weeks. I thought it might help to pull together some of the more important threads, in case you missed them during the busy reporting seasons.

 PRESS RELEASE

Cirrus Logic Reports Fiscal Fourth Quarter Revenue of $371.8 Million a...

AUSTIN, Texas--(BUSINESS WIRE)-- Cirrus Logic, Inc. (NASDAQ: CRUS) today posted on its website at investor.cirrus.com the quarterly Shareholder Letter that contains the complete financial results for the fourth quarter and full fiscal year 2024, which ended March 30, 2024, as well as the company’s current business outlook. “Cirrus Logic made excellent progress in FY24. During the year, we introduced a third-generation camera controller, ramped new products in support of our growing momentum in the laptop market, and completed development of our next-generation custom boosted amplifier and fi...

 PRESS RELEASE

New Tentative Agreement Reached Between CN and Unifor Affiliated CNTL ...

New Tentative Agreement Reached Between CN and Unifor Affiliated CNTL Drivers MONTREAL, May 07, 2024 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today that CNTL, a CN subsidiary dedicated to first and last mile trucking container pickup and deliveries, has reached a second tentative agreement with owner-operators affiliated with Unifor. The first tentative agreement, announced on January 17,2024, was not ratified. This four-year agreement covers approximately 750 owner-operators under contract with CNTL in Canada until December 31, 2027. About CNCN is a world-class transporta...

 PRESS RELEASE

Le CN et les camionneurs de CNTL affiliés à Unifor concluent un nouvel...

Le CN et les camionneurs de CNTL affiliés à Unifor concluent un nouvel accord de principe MONTRÉAL, 07 mai 2024 (GLOBE NEWSWIRE) -- Le CN (TSX : CNR) (NYSE : CNI) a annoncé aujourd’hui que CNTL, une filiale du CN affectée au ramassage et à la livraison par camion de conteneurs au premier et au dernier mille, a conclu un deuxième accord de principe avec les tractionnaires représentés par Unifor. Le premier accord de principe, annoncé le 17 janvier 2024, n’a pas été ratifié. Cet accord, d’une durée de quatre ans, régira environ 750 tractionnaires ayant un contrat avec CNTL au Canada jusqu’a...

Terex Corp: 1 director

A director at Terex Corp sold 17,190 shares at 58.260USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...

Jonathan Chaplin
  • Jonathan Chaplin

CHTR Quick Hit: Charter Buys Back $140MM of Shares in April

Advance/Newhouse filed its latest Charter ownership disclosure earlier today. The buyback amount was slightly higher than consensus expectations. We now expect Charter to repurchase $500MM of shares in 2Q24.

Charter Communications Inc: 1 director

A director at Charter Communications Inc sold 71,911 shares at 264.220USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two y...

 PRESS RELEASE

Ghislain Houle and Patrick Whitehead to Address Investor Conferences o...

Ghislain Houle and Patrick Whitehead to Address Investor Conferences on May 14 and 15 MONTREAL, May 06, 2024 (GLOBE NEWSWIRE) -- Ghislain Houle and Patrick Whitehead (TSX: CNR) (NYSE: CNI), to address upcoming conferences: Ghislain Houle, Executive Vice-President and Chief Financial Officer and Patrick Whitehead, Executive Vice-President and Chief Network Operating Officer of CN (TSX: CNR) (NYSE: CNI), will address the RBC Capital Markets Canadian Automotive, Industrials and Transportation Conference on May 14, 2024 at 8:00 a.m. Eastern Time (ET); Ghislain Houle, Executive Vice-Presiden...

 PRESS RELEASE

Ghislain Houle et Patrick Whitehead prendront la parole lors de confér...

Ghislain Houle et Patrick Whitehead prendront la parole lors de conférences à l’intention des investisseurs les 14 et 15 mai MONTRÉAL, 06 mai 2024 (GLOBE NEWSWIRE) -- Ghislain Houle et Patrick Whitehead du CN (TSX : CNR) (NYSE : CNI) prendront la parole lors de prochaines conférences : Ghislain Houle, vice-président exécutif et chef de la direction financière et Patrick Whitehead, vice- président exécutif et chef de l’exploitation du réseau du CN (TSX : CNR) (NYSE : CNI), prendront la parole lors de la conférence canadienne sur le secteur automobile, le secteur industriel et les transp...

Jonathan Chaplin
  • Jonathan Chaplin

Autumn for Broadband 1Q24

In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Industry net adds were substantially weaker in 1Q24 with all technologies seeing slower growth (except DSL which was flat). Cable was impacted the most.

Royal Caribbean Group: 1 director

A director at Royal Caribbean Group sold 9,944 shares at 141.230USD and the significance rating of the trade was 79/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...

 PRESS RELEASE

Fox Factory Holding Corp. Reports First Quarter Fiscal 2024 Financial ...

Fox Factory Holding Corp. Reports First Quarter Fiscal 2024 Financial Results DULUTH, Ga., May 02, 2024 (GLOBE NEWSWIRE) -- Fox Factory Holding Corp. (NASDAQ: FOXF) (“FOX” or the “Company”), a premium brand and a global leader in the design, engineering and manufacturing of performance-defining products and systems for customers worldwide, today reported financial results for the first fiscal quarter ended March 29, 2024. First Quarter Fiscal 2024 Highlights Strategic diversification, demonstrated as the mix of aftermarket sales, increased to 59% of net sales from 46% in the prior year ...

 PRESS RELEASE

Amphenol Announces Second Quarter 2024 Dividend

WALLINGFORD, Conn.--(BUSINESS WIRE)-- Amphenol Corporation (NYSE: APH) announced today that its Board of Directors approved the second quarter 2024 dividend on its Common Stock in the amount of $0.22 per share at its meeting held on May 1, 2024. The Company will pay this second quarter 2024 dividend on July 10, 2024 to shareholders of record as of June 18, 2024. About Amphenol Amphenol Corporation is one of the world’s largest designers, manufacturers and marketers of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and...

 PRESS RELEASE

Apollo Reports First Quarter 2024 Results

Apollo Reports First Quarter 2024 Results NEW YORK, May 02, 2024 (GLOBE NEWSWIRE) -- Apollo Global Management, Inc. (NYSE: APO) (together with its consolidated subsidiaries, “Apollo”) today reported results for the first quarter ended March 31, 2024. Marc Rowan, Chief Executive Officer at Apollo said, “Our solid FRE and SRE results in the first quarter were on-trend with normalized growth rates for the business. Capital formation and origination activity in the quarter were robust, with inflows and debt origination volume each totaling $40 billion. With visible momentum across the platfo...

 PRESS RELEASE

EXL Reports 2024 First Quarter Results

EXL Reports 2024 First Quarter Results 2024 First Quarter Revenue of $436.5 Million, up 9.0% year-over-yearQ1 Diluted EPS (GAAP) (1) of $0.29, down 3.3% from $0.30 in Q1 of 2023Q1 Adjusted Diluted EPS (Non-GAAP) (1) (2) of $0.38, up 8.9% from $0.35 in Q1 of 2023 NEW YORK, May 02, 2024 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. (NASDAQ: EXLS), a leading data analytics and digital operations and solutions company, today announced its financial results for the quarter ended March 31, 2024. Rohit Kapoor, Chairman and Chief Executive Officer, said, “We are pleased with our first quart...

Wedbush Research
  • Wedbush Research
MTB M&T BANK CORPORATION
SIVB SVB FINANCIAL GROUP
USB U.S. BANCORP
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WING WINGSTOP INC.
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
SBNY SIGNATURE BANK
RF REGIONS FINANCIAL CORPORATION
PZZA PAPA JOHN'S INTERNATIONAL INC.
PPBI PACIFIC PREMIER BANCORP INC.
PB PROSPERITY BANCSHARES INC.(R)
NYCB NEW YORK COMMUNITY BANCORP INC.
KEY KEYCORP
JACK JACK IN THE BOX INC.
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
ETSY ETSY INC.
DIN DINE BRANDS GLOBAL INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
COLB COLUMBIA BANKING SYSTEM INC.
CHUY CHUY'S HOLDINGS INC.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
CAKE CHEESECAKE FACTORY INCORPORATED
BZH BEAZER HOMES USA INC.
BXP BOSTON PROPERTIES INC.
BKU BANKUNITED INC.
BANC BANC OF CALIFORNIA INCORPORATED
GRBK GREEN BRICK PARTNERS
CFR CULLEN/FROST BANKERS INC.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
EA ELECTRONIC ARTS INC.
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
ZNGA ZYNGA INC. CLASS A
HOPE HOPE BANCORP INC.
CVNA CARVANA CO. CLASS A
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
ZG ZILLOW GROUP INC. CLASS A
TENB TENABLE HOLDINGS
AX AXOS FINANCIAL INC.
UBER UBER TECHNOLOGIES INC.
LC LENDINGCLUB CORP
SI SILVERGATE CAPITAL
U UNITY SOFTWARE
DASH DOORDASH
SOFI SOFI TECHNOLOGIES INC
APP APPLOVIN CORP
NAPA DUCKHORN PORTFOLIO INC (THE)
BROS DUTCH BROS INC
CAVA CAVA GROUP INC

FMC Corporation: Key facts and statistics - 2023

A summary company profile, detailing FMC Corporation’s business operations and financial highlights.

 PRESS RELEASE

United Steelworkers Ratify New Collective Agreement

United Steelworkers Ratify New Collective Agreement MONTREAL, May 01, 2024 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today that its new three-year collective agreement with the United Steelworkers (USW) Local 2004, was formally ratified by union members on Monday April 29th, 2024. The USW represents approximately 2,500 track and bridge employees at CN, primarily responsible for track maintenance across Canada. "We're pleased to have reached this new collective agreement through collaborative negotiations. It is a testament to our commitment to invest in our people, contribu...

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