reports
Cisco Systems Inc: 3 directors
Four Directors at Cisco Systems Inc bought/sold 30,952 shares at between 0.000USD and 76.000USD. The significance rating of the trade was 68/100. 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 ...
Bel Reports Fourth Quarter and Full Year 2025 Results
Bel Reports Fourth Quarter and Full Year 2025 Results Provides Q1-26 Sales and Gross Margin Guidance WEST ORANGE, N.J., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Bel Fuse Inc. (Nasdaq: BELFA and BELFB) today announced preliminary financial results for the fourth quarter and full year of 2025. Fourth Quarter 2025 Highlights Net sales of $175.9 million compared to $149.9 million in Q4-24. Up 17.4% from Q4-24Gross profit margin of 39.4%, up from 37.5% in Q4-24GAAP net loss attributable to Bel shareholders of $5.4 million in Q4-25, compared to net loss of $1.8 million in Q4-24. Q4-25 results incl...
- Pierre FerraguÊ
- Pierre FerraguÊ
Knowles Corp: 1 director
A director at Knowles Corp sold 25,000 shares at 27.083USD 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 years clearly sh...
- Pierre FerraguÊ
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
660 SK HYNIX INC
Bel Fuse Schedules Fourth Quarter 2025 Financial Results Conference Ca...
Bel Fuse Schedules Fourth Quarter 2025 Financial Results Conference Call WEST ORANGE, N.J., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Bel Fuse Inc. (Nasdaq: BELFA and BELFB), a designer, manufacturer, and provider of products that power, protect and connect electronic circuits, today announced plans to release preliminary financial results for the fourth quarter after market close on Tuesday, February 17, 2026. An earnings conference call has been scheduled as follows: When:Wednesday, February 18, 2026 at 8:30 a.m. ET Dial in:877.407.0784, or international: 201.689.8560 Online: How:Live over t...
Bel Announces Appointment of Tom Smelker as President of Connectivity ...
Bel Announces Appointment of Tom Smelker as President of Connectivity Solutions WEST ORANGE, N.J., Jan. 15, 2026 (GLOBE NEWSWIRE) -- Bel Fuse Inc. (Nasdaq: BELFA and BELFB) (“Bel” or “the Company”), a leading global manufacturer of products that power, protect and connect electronic circuits, is pleased to announce the appointment of Tom Smelker as President of Connectivity Solutions, effective January 26, 2026. Tom Smelker joins Bel with a distinguished background in the aerospace and defense sectors, bringing over two decades of experience driving operational transformation and busines...
Bel Announces Anticipated Retirement of Pete Bittner, President of Con...
Bel Announces Anticipated Retirement of Pete Bittner, President of Connectivity Solutions WEST ORANGE, N.J., Jan. 15, 2026 (GLOBE NEWSWIRE) -- Bel Fuse Inc. (Nasdaq: BELFA and BELFB) (“Bel” or “the Company”), a leading global manufacturer of products that power, protect and connect electronic circuits, today announced the anticipated retirement of Pete Bittner, President of Connectivity Solutions, effective April 3, 2026 after more than three decades of dedicated service. Pete Bittner joined Bel in 1990 and has been instrumental in driving the growth and success of the Connectivity Solut...
Bel Fuse Announces Participation in the 28th Annual Needham Growth Con...
Bel Fuse Announces Participation in the 28th Annual Needham Growth Conference WEST ORANGE, N.J., Jan. 05, 2026 (GLOBE NEWSWIRE) -- Bel Fuse Inc. (Nasdaq: BELFA and BELFB), a leading global manufacturer of products that power, protect and connect electronic circuits, today announced its participation in the 28th Annual Needham Growth Conference. 28th Annual Needham Growth ConferenceFarouq Tuweiq, CEOLynn Hutkin, CFOTuesday, January 13, 2026Lotte NY Palace Hotel, New York Conducting meetings throughout the day with a presentation at 1:30pm ET The investor presentation deck and webcast wil...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 3Q25
We publish today our comprehensive quarterly bible: 242 pages of detailed analysis on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Pierre FerraguÊ
Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...
Today, we are publishing the Enterprise IT section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...
- Pierre FerraguÊ
- Pierre FerraguÊ
Bible 3Q25 – Hyperscale & Cloud: 2026 capex expectations up another 1...
Today, we are publishing the Hyperscale & Cloud section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Hyperscale revenues grew 16% YoY, with cloud services up nearly 30%. Capacity constra...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
Bel Announces Expected Impairment Charge Related to Innolectric Invest...
Bel Announces Expected Impairment Charge Related to Innolectric Investment WEST ORANGE, N.J., Dec. 03, 2025 (GLOBE NEWSWIRE) -- Bel Fuse Inc. (Nasdaq: BELFA and BELFB) (“Bel” or “the Company”), a leading global manufacturer of products that power, protect and connect electronic circuits, today announced an anticipated impairment charge related to its noncontrolling minority investment in innolectric AG (“Innolectric”), a Germany-based e-Mobility technology company.As previously disclosed, Bel acquired a noncontrolling one-third (1/3) minority stake in Innolectric in February 2023, as a ri...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Cisco Systems, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 13 November 2025 in which we reassessed the appropriateness of the ratings in the conte...
- Pierre FerraguÊ
AMAT APPLIED MATERIALS INC.
DTE DEUTSCHE TELEKOM AG
6758 SONY CORPORATION
00700 TENCENT HOLDINGS LTD.
CSCO CISCO SYSTEMS INC.
AMD ADVANCED MICRO DEVICES INC.
VOD VODAFONE GROUP PLC
9434 SOFTBANK
2357 TT ASUSTEK COMPUTER
981 SEMICONDUCTOR MANUFACTURING
LAZR LUMINAR TECHNOLOGIES INC (A)
GFS GLOBALFOUNDRIES INC
CRWV COREWEAVE INC
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