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Nike's long-term footwear manufacturing partner, Changshin, is expanding its use of Palantir's Foundry and AIP platforms to integrate AI into its product development and production workflows.
Arlo Technologies reported strong Q3 results with subscription revenue up 20% to $96 million and 64.4% of total revenue from recurring services. However, the company's ambitious 30% annual recurring revenue growth target for 2027 depends heavily on a Comcast partnership launch that has already slipped to early 2027. Key concerns include declining revenue per account, rising channel inventory, and operating expenses offsetting gross profit gains, with profitability largely absorbed by stock-based compensation.
RBC Capital Markets maintained its 'Sector Perform' rating on Nike while lowering its price target from $40 to $39.
FreeWheel, a Comcast company, enabled a programmatic connected TV campaign that utilized motivational targeting to achieve a 25% higher return on ad spend for Carl's Jr.
Gulfport Energy reported third-quarter 2026 financial results that exceeded analyst expectations for both revenue and earnings per share.
Gulfport Energy (NYSE:GPOR) reported third-quarter financial results on Thursday. The transcript from the company’s third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs.