SPX Technologies has positioned itself at the intersection of two of the most durable infrastructure trends of this decade, data center cooling and engineered air movement, and the capacity to capture that demand is being built right now.
The four-year-old startup saw its revenue run rate double over the past three months. Founded in 2022, Cursor initially sold its product primarily to individual developers. Over the last year, however, it has focused more on landing large corporate buyers, which now account for approximately 60% of revenue.
2025 was a defining year for Celsius Holdings as we delivered record full-year revenue of $2.5 billion, underscoring the power of our brands and the strength of our growth model. With CELSIUS, Alani Nu, and Rockstar Energy, we're building a scaled Modern Energy portfolio with distinct roles, recruiting new consumers and expanding consumption occasions.
The Trade Desk has been one of the most punishing holds in tech over the past 12 months. The stock is sitting around $25.14 this morning, down more than 33% just the first trading day of the year. The sell-off accelerated in February after AI disruption fears hit the ad-tech sector, a CFO departure rattled confidence, and broader tariff uncertainty weighed on the whole market.
New Balance has turned its "dad shoe" image into a driver of growth. According to a recent CNBC report, New Balance sales were up 19% to $9.2 billion in 2025. The sneaker giant grabbed market share from rivals like Nike, per the report. New Balance told CNBC that it could reach its target of $10 billion in annual revenue by the end of 2026.
EPS of $7.44, up 9.1% compared with $6.82; Adjusted EPS of $8.14, up 8.1% compared with $7.53 Revenues of $4,067.3 million, up 7.8% on a reported basis and up 4.1% on an organic basis Operating margin of 21.1%, compared with 20.7%; Adjusted operating margin of 23.2%, up 40 basis points compared with 22.8% Available cash flow, which is defined as net cash from operating activities minus capital expenditures, was $685.7 million for 2025, an increase of 17.6%
Starbucks competitor Dutch Bros saw its stock price rise in premarket trading on Friday after the coffee chain posted double-digit revenue growth in its most recent quarter. However, shares were flat as of late morning, with the stock (NYSE: BROS) hovering at just over $50 a share. Yesterday, Dutch Bros reported its fourth-quarter fiscal 2025 results, showing impressive gains in nearly every key metric, including: Total revenue: $443.6 million (up 29.4% year over year) Net income: $29.2 million (versus $6.4 million in the same quarter a year earlier)
Quarterly revenue -- $1.4 billion, an increase of 14% on a reported basis and 12% on an organic basis year over year. Full-year revenue -- $5.1 billion, reflecting 14% reported growth and 13% organic growth. Quarterly non-GAAP income from operations -- $256 million, up 30% year over year. Annual non-GAAP income from operations -- $924 million, up 29% year over year. Quarterly free cash flow -- $256 million; annual free cash flow was $945 million, an increase of 44% year over year.
The company posted adjusted diluted EPS of $0.96, matching consensus estimates. Revenue reached $2.47 billion, beating the $2.44 billion estimate by 1.2% and representing 7.4% year-over-year growth. Adjusted operating income climbed 16.5% to $674 million, while reported operating income declined 2.2% to $621 million. Net income from continuing operations increased 5.8% to $274 million, though higher tax expenses tempered bottom-line gains.
Total revenue -- $1.72 billion, up 10%, with advertising contributing $1.48 billion, a 5% increase driven by direct response advertising and SMB client segment growth. Other revenue -- $232 million, increasing 62%, supported by 71% subscriber growth to 24 million, with memory storage plans cited as a primary driver for higher retention. Adjusted gross margin -- 59%, rising from 57%, achieving the near-term goal articulated in recent strategic communications.
As Wall Street obsessed over Microsoft's Azure growth rates and OpenAI accounting, LinkedIn quietly crossed $5 billion in quarterly revenue for the first time in the Redmond company's December quarter, up 11%. That puts the business social network on an annual run rate of more than $20 billion. LinkedIn is known for its recruiting tools and job postings, but given overall weakness in the job market, the latest growth is being fueled by LinkedIn Marketing Solutions, its advertising business.
Revenue -- $2.2 billion, representing 5.7% year-over-year growth and 4.5% organic growth in the second quarter. EBITDA margin -- 11.8% for the quarter, a 70 basis point year-over-year increase, aided by strong program execution and favorable technology mix. Adjusted diluted EPS -- $6.81, up 14% from the prior year, reflecting higher operating income and a lower share count. Free cash flow -- $138 million in the quarter, with day sales outstanding at 57 days.
In 2026, the EdTech market is crowded and mature. LMS, LXP, skills platforms, AI-powered learning tools, and compliance solutions all compete for the same budgets. Nowadays, buyers are more cautious. CFOs reduce spending while enterprise deals take longer. In the meantime, customer acquisition costs keep rising, and switching costs are lower than many vendors expect. The hard truth in the market is this: great products are now table stakes.
Our Q2 outlook reflects substantial records across revenue, gross margin, EPS and free cash flow, and we anticipate our business performance to continue strengthening through fiscal 2026. Micron's technology leadership, differentiated product portfolio, and strong operational execution position us as an essential AI enabler, and we are investing to support our customers' growing need for memory and storage," he said in the Q1 FY26 press release.
