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Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: May 16, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Chaplin
  • Jonathan Chaplin

The broadband Open Access model

We created a model to better understand the economics of Gigapower for both AT&T and Blackrock. Please use the model and give us your thoughts. The model clarifies the value of broadband assets generally. It also clarifies why we are likely to see similar JVs from Frontier, Lumen, and others. We will adapt this model for those instances in due course.

 PRESS RELEASE

AtriCure to Participate in the 2024 Leerink Partners Healthcare Crossr...

MASON, Ohio--(BUSINESS WIRE)-- (), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management, and post-operative pain management, today announced that the company will be participating in the upcoming Leerink Partners Healthcare Crossroads Conference. AtriCure’s management is scheduled to participate in a fireside chat on Wednesday, May 29, 2024, at 10:40 a.m. Central Time. Interested parties may access a live audio webcast by visiting the “Investors” section of the company’s website at . About AtriCure AtriCure, Inc....

 PRESS RELEASE

AMN Healthcare Announces First Quarter 2024 Results

AMN Healthcare Announces First Quarter 2024 Results Quarterly revenue of $821 million; GAAP EPS of $0.45 and adjusted EPS of $0.97 DALLAS, May 09, 2024 (GLOBE NEWSWIRE) -- AMN Healthcare Services, Inc. (NYSE: AMN), the leader and innovator in total talent solutions for healthcare organizations across the United States, today announced its first quarter 2024 financial results. Financial highlights are as follows: Dollars in millions, except per share amounts.  Q1 2024% Change Q1 2023Revenue$820.9(27%) Gross profit$257.5(30%) Net income$17.3(79%) GAAP diluted EPS$0.45(78%) Adjusted dilute...

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

AbCellera Reports Q1 2024 Business Results

VANCOUVER, British Columbia--(BUSINESS WIRE)-- (Nasdaq: ABCL) today announced financial results for the first quarter of 2024. All financial information in this press release is reported in U.S. dollars, unless otherwise indicated. “We continue to execute on advancing our internal pipeline, completing capital investments in forward integration, and expanding strategic partnerships,” said Carl Hansen, Ph.D., founder and CEO of AbCellera. “This quarter, presentations on our T-cell engager platform, which includes our highly differentiated CD3 panel, demonstrated how we can repeatedly generate...

 PRESS RELEASE

Survey: Nurses See Little Improvement in 2024

Survey: Nurses See Little Improvement in 2024 Over One-Third Extremely Likely to Change Jobs DALLAS, May 06, 2024 (GLOBE NEWSWIRE) -- The majority of nurses (80%) think 2024 will be either no better or worse for nurses than 2023, according to a new survey by AMN Healthcare, the nation’s leading healthcare workforce solutions company. Forty-two percent said 2024 will be the same for nurses as 2023, 38% said it will be worse, while only 20% said it will be better. “Nurses weathered the storm of COVID-19, but many still see clouds ahead for the profession,” said Robin Johnson, Group Presi...

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.

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: May 4, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

 PRESS RELEASE

AtriCure Reports First Quarter 2024 Financial Results

MASON, Ohio--(BUSINESS WIRE)-- (), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management and post-operative pain management, today announced first quarter 2024 financial results. “We are proud to announce a strong start to 2024, marked by growth across each of our franchises worldwide,” said Michael Carrel, President and Chief Executive Officer at AtriCure. “We remain diligently focused on expanding the reach of our solutions for patients with advanced forms of Afib, managing the LAA in patients undergoing cardiac sur...

 PRESS RELEASE

AbCellera, Viking Global Investors, and ArrowMark Partners Collaborate...

VANCOUVER, British Columbia--(BUSINESS WIRE)-- (Nasdaq: ABCL), (“Viking”), and (“ArrowMark”) announced today that they have entered into a collaboration to advance new antibody drug programs with an aim to launch multiple asset-based companies. The first two programs will be in the area of immunology. The collaboration brings together Viking and ArrowMark’s expertise in early-stage investing and company creation with AbCellera’s for discovering and developing antibody medicines. Under the collaboration, ArrowMark and Viking will lead the initial process of program selection, followed by ...

Jonathan Chaplin
  • Jonathan Chaplin

LUMN quick hit: big improvement in fiber adds

We touch on Lumen’s fiber trends in this note and the implications for our broader broadband thesis in this brief note.

 PRESS RELEASE

AtriCure to Participate in the 2024 Bank of America Securities Healthc...

MASON, Ohio--(BUSINESS WIRE)-- (), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management, and post-operative pain management, today announced that the company will be participating in the upcoming Bank of America Securities Healthcare Conference. AtriCure’s management is scheduled to present on Tuesday, May 14, 2024, at 10:15 a.m. Pacific Daylight Time. Interested parties may access a live audio webcast by visiting the “Investors” section of the company’s website at . About AtriCure AtriCure, Inc. provides innovat...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

 PRESS RELEASE

Survey: Physicians Turning to Locum Tenens to Improve Work Conditions,...

Survey: Physicians Turning to Locum Tenens to Improve Work Conditions, Relieve Burnout Many Would Return to Permanent Positions If Conditions Right DALLAS, April 23, 2024 (GLOBE NEWSWIRE) -- Physicians and advanced practice professionals are opting for the flexibility of temporary, “locum tenens” work in order to improve job conditions and address feelings of burnout, according to a new survey by AMN Healthcare, the nation’s leading healthcare workforce solutions company. Latin for “to hold a place,” locum tenens refers to physicians and other clinicians who work on temporary assignmen...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: April 20, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

 PRESS RELEASE

AtriCure Announces Launch of the cryoSPHERE®+ Probe for Post-Operative...

MASON, Ohio--(BUSINESS WIRE)-- (), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management, and post-operative pain management, today announced that it has launched the cryoSPHERE®+ cryoablation probe, leveraging new insulation technology to reduce freeze times by 25% versus AtriCure’s legacy cryoSHPERE® device. The product is currently in an extended limited launch period in the United States, with full launch expected by the end of the second quarter. “cryoSPHERE+ is a meaningful innovation that I believe will improve...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: April 18, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: April 15, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

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