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Technology

A collection of 234 issues

Full Truck Alliance Co Ltd - $YMM - Earnings Analysis: Continued expansion of shipper base (31.3% YoY increase in average shipper MAUs).

Business Model Full Truck Alliance (FTA) operates a digital freight platform connecting shippers and truckers. It generates revenue through freight matching services (freight brokerage, freight listing, and transaction services) and value-added services. Revenue Sources * Freight matching services: Connecting shippers and truckers via a digital platform. * Freight brokerage service: Providing service

MongoDB - $MDB - Earnings Analysis: Strong Atlas revenue growth and contribution to total revenue.

Business Model MongoDB generates revenue through subscription services (MongoDB Atlas, Enterprise Advanced) and professional services. Revenue Sources * Subscription revenue: Primarily from MongoDB Atlas (cloud database) and Enterprise Advanced (on-premise database). * Services revenue: Consulting, training, and support services related to MongoDB products. Revenue Distribution by Channel * Direct Sales Customers represented 88%

Rigetti Computing - $RGTI - Earnings Analysis: Strong technological advancements, including the launch of the Ankaa-3 system with high fidelity.

Business Model Rigetti generates revenue through the sale of quantum processors (QPUs), quantum systems, and cloud services. Revenue Sources * Quantum Cloud Services (QCS) platform, accessible via direct access, Microsoft Azure, and Amazon Braket. * On-premises quantum computing systems sales to national laboratories and quantum computing centers. * Sale of Novera QPUs to

Zscaler - $ZS - Earnings Analysis: Strong revenue growth driven by increasing adoption of the Zero Trust platform.

Business Model Zscaler generates revenue from subscriptions to its cloud security platform, providing secure connections for users, devices, and applications. Revenue is primarily derived from annual subscriptions invoiced in advance. Revenue Sources * Subscriptions to the Zscaler Zero Trust Exchange platform * Related support services Income Statement Analysis * Revenue increased by 23%

Veeva Systems - $VEEV - Earnings Analysis: Consistent revenue growth and improved profitability.

Business Model Veeva generates revenue through subscription services and professional services related to its cloud-based software solutions for the life sciences industry. Revenue Sources * Subscription services: Recurring revenue from cloud-based software subscriptions. * Professional services and other: Revenue from implementation, consulting, and other related services. Income Statement Analysis * Total revenue increased

Lendingtree - $TREE - Earnings Analysis: Significant revenue growth in Q4 2024, particularly in the Insurance segment.

Business Model LendingTree operates an online financial services marketplace, connecting consumers with a network of approximately 430 financial partners for loans, credit cards, insurance, and more. Revenue Sources * Referral fees from lenders and insurance carriers when consumers connect with them through the platform. * Advertising revenue from financial partners. * Revenue from

AeroVironment - $AVAV - Earnings Analysis: Record funded backlog of $763.5 million provides a strong foundation for future revenue.

Business Model AeroVironment generates revenue through product sales (Uncrewed Systems, Loitering Munition Systems and MacCready Works) and contract services. The company serves defense, government and commercial customers. Revenue Sources * Product Sales: Uncrewed Systems (UxS), Loitering Munitions Systems (LMS), MacCready Works (MW) * Contract Services: Services related to the above product segments.

Box - $BOX - Earnings Analysis: Strong revenue growth and increasing adoption of Suites and Enterprise Advanced.

Business Model Box generates revenue primarily through subscription-based sales of its intelligent content management platform to businesses of all sizes. Revenue Sources * Subscription fees for access to the Box platform and its features. * Professional services related to implementation, consulting, and training. Revenue Distribution by Channel * Direct sales to enterprise customers.

ChargePoint Holdings - $CHPT - Earnings Analysis: Improved gross margins and reduced operating expenses.

Business Model ChargePoint generates revenue through networked charging systems, subscriptions, and other services. Revenue Sources * Networked charging systems: Sales of EV charging stations to businesses and individuals. * Subscriptions: Recurring revenue from software platform and service subscriptions. * Other: Revenue from professional services, installation, and maintenance. Income Statement Analysis * Total revenue decreased

Stem - $STEM - Earnings Analysis: Strategic Shift: The company's transition to a software-focused business model introduces uncertainty but also potential for higher margins and recurring revenue.

Business Model Stem generates revenue from two primary sources: Services and other revenue (including solar software, storage software, recurring managed services, and project services) and Hardware revenue (including battery hardware resale and edge device hardware). Revenue Sources * Services and other revenue: Generated from solar software, storage software & recurring managed

Flutter Entertainment PLC - $FLUT - Earnings Analysis: Leadership position in the US sports betting and iGaming market.

Business Model Flutter Entertainment generates revenue through online sports betting and iGaming, operating various brands globally. Revenue Sources * Sportsbook: Revenue from wagers placed on sporting events. * iGaming: Revenue from online casino games, poker, and other interactive gaming activities. Revenue Distribution by Channel * Online: Majority of revenue is generated through online

GitLab - $GTLB - Earnings Analysis: Revenue increased by 31% year-over-year in FY2025, with strong growth in large customers.

Business Model GitLab Inc. generates revenue primarily through subscriptions to its DevSecOps platform, both self-managed and SaaS offerings, and license revenue from self-managed software. Revenue Sources * Subscription revenue from self-managed and SaaS offerings. * License revenue from self-managed and other offerings. Income Statement Analysis * Revenue increased by 29% year-over-year, driven by

Senseonics Holdings - $SENS - Earnings Analysis: Strong order intake and contract backlog provide solid revenue visibility.

Business Model Sensys Gatso Group generates revenue through System Sales and TRaaS (Traffic as a Service). TRaaS includes recurring revenue from maintenance, service within system sales and Managed Services (Operator Services). Revenue Sources * System Sales: Sale of automated systems for speed and red-light enforcement. * TRaaS: Service and Maintenance: Installation, maintenance,

Bank of Nova Scotia - $BNS - Earnings Analysis: Diversified franchise across multiple business lines and geographies

Business Model Scotiabank generates revenue through Canadian Banking, International Banking, Global Wealth Management, and Global Banking and Markets. Revenue Sources * Net interest income from lending activities * Non-interest income from fees, trading, and wealth management Income Statement Analysis * Net interest income increased by 8.4% year-over-year, driven by loan growth and

Novavax - $NVAX - Earnings Analysis: The Sanofi CLA provides significant upfront funding and potential for future milestone payments and royalties.

Business Model Novavax generates revenue primarily through product sales, licensing, royalties, grants, and other collaborative agreements related to its vaccine technology platform. Revenue Sources * Product sales of Nuvaxovid COVID-19 vaccine in various global markets. * Licensing, royalties, and other revenue from partnerships, including the Sanofi CLA. * Grants from governmental and non-governmental

Sunnova Energy International - $NOVA - Earnings Analysis: Increased focus on profitability and cost reductions.

Business Model Sunnova generates revenue through customer agreements and incentives, solar energy system and product sales, loan revenue, and service revenue. Revenue Sources * Customer agreements and incentives (lease, PPA, SREC, incentives) * Solar energy system and product sales (cash sales, direct sales, inventory sales) * Loan revenue * Service revenue Income Statement Analysis

GigaCloud Technology - $GCT - Earnings Analysis: Strong growth in GigaCloud Marketplace GMV and active participants.

Business Model GigaCloud Technology Inc. generates revenue through its B2B ecommerce platform, the GigaCloud Marketplace, which connects manufacturers primarily in Asia, with resellers, primarily in the U.S., Asia, and Europe. Revenue is derived from service revenues and product revenues. Revenue Sources * Service revenues (shipping, platform fees, etc.) * Product revenues

ADMA Biologics - $ADMA - Earnings Analysis: Strong revenue growth driven by increased sales of ASCENIV.

Business Model ADMA Biologics generates revenue primarily through the manufacturing and marketing of specialty biologics, specifically plasma-derived products for the treatment of immune deficiencies and prevention of certain infectious diseases. Revenue Sources * ASCENIV™ (immune globulin intravenous, human – slra 10% liquid) for the treatment of primary humoral immunodeficiency (PI). * BIVIGAM® (immune

N-Able - $NABL - Earnings Analysis: Strategic acquisition of Adlumin enhances security offerings and expands market reach.

Business Model N-able generates revenue primarily through subscription and other revenue, offering software solutions for security, data protection, and unified endpoint management to IT service providers. Revenue Sources * Subscription revenue (majority of total revenue) * Other revenue (primarily maintenance revenue from discontinued perpetual license model) Revenue Distribution by Channel * Relies on

Surgery Partners - $SGRY - Earnings Analysis: Consistent revenue and Adjusted EBITDA growth.

Business Model Surgery Partners generates revenue primarily through its network of surgical facilities, including ambulatory surgery centers and surgical hospitals, by providing surgical and related ancillary care services. The company focuses on high-quality, cost-effective solutions for patients and physicians. Revenue Sources * Surgical procedures performed at ambulatory surgery centers (ASCs). * Surgical

Paramount Global - $PARA - Earnings Analysis: Strong performance in the DTC segment, particularly with Paramount+ subscriber growth and engagement.

Business Model Paramount generates revenue through TV Media, Direct-to-Consumer (DTC), and Filmed Entertainment. Revenue Sources * TV Media: Advertising, affiliate and subscription fees, and licensing. * Direct-to-Consumer: Advertising, subscription fees (Paramount+, Pluto TV). * Filmed Entertainment: Theatrical releases, licensing and other revenues. Income Statement Analysis * Revenue increased 5% year-over-year, driven by strong content

Teleflex - $TFX - Earnings Analysis: Potential benefits from the acquisition of BIOTRONIK's Vascular Intervention business and from the planned business separation.

Business Model Teleflex generates revenue through the sale of medical technologies across various segments. Revenue Sources * Americas segment: Includes sales in the United States and other countries in the Americas. * EMEA segment: Includes sales in Europe, the Middle East, and Africa. * Asia segment: Includes sales in the Asia Pacific region.

TrueCaller - $TRUE - Earnings Analysis: Consistent growth in revenue and profitability.

Business Model Truecaller generates revenue through advertising, premium subscriptions, and Truecaller for Business (TfB) solutions, which includes Verified Business and Business Messaging. Revenue Sources * Advertising: Revenue from displaying ads to users. * Premium Subscriptions: Recurring revenue from users who subscribe to premium features. * Truecaller for Business: Revenue from businesses using Verified

Universal Health Services - $UHS - Earnings Analysis: Strong revenue growth and profitability in both acute care and behavioral health segments.

Business Model Universal Health Services generates revenue primarily from owning and operating acute care hospitals and behavioral health care facilities. Revenue is derived from patient services, including general and specialty surgery, internal medicine, obstetrics, emergency room care, radiology, oncology, diagnostic care, coronary care, pediatric services, pharmacy services and/or behavioral

Verisk Analytics - $VRSK - Earnings Analysis: Revenue growth in both underwriting and claims segments.

Business Model Verisk generates revenue primarily through providing data analytics and technology to the global insurance industry. Revenue Sources * Underwriting: Revenues from forms, rules, loss costs, extreme event solutions, specialty business, and life solutions. * Claims: Revenues from property estimating solutions and anti-fraud solutions. Income Statement Analysis * Revenue increased by 8.

Tegna - $TGNA - Earnings Analysis: Strong political advertising performance driving revenue growth.

Business Model TEGNA generates revenue primarily through subscription fees, advertising and marketing services (AMS), and political advertising. Revenue Sources * Subscription revenue: Fees from cable and satellite providers and other distributors for retransmission of TEGNA's stations. * Advertising & Marketing Services (AMS): Revenue from local and national advertisers across TEGNA&

Geo Group - $GEO - Earnings Analysis: Potential for significant revenue growth in 2025.

Business Model The GEO Group generates revenue through contracted support services for secure facilities, processing centers, reentry centers, enhanced in-custody rehabilitation, post-release support, electronic monitoring programs, secure transportation, community-based programs, and correctional health and mental health care. Revenue Sources * Secure Services (Owned and Leased): Primarily from contracts with government agencies

Privia Health Group - $PRVA - Earnings Analysis: Strong new provider signings and implemented provider growth.

Business Model Privia Health generates revenue from three primary sources: (i) Fee-for-Service (FFS) patient care revenue, (ii) Value-Based Care (VBC) revenue, and (iii) other revenue from additional services. Revenue Sources * FFS-patient care revenue: Generated from healthcare services provided by Privia Providers in Owned and Friendly Medical Groups. * FFS-administrative services revenue:

Viatris - $VTRS - Earnings Analysis: Strong free cash flow generation, enabling debt reduction and capital return to shareholders.

Business Model Viatris operates as a global healthcare company that bridges the traditional divide between generics and brands. Revenue Sources * Brands: Sales of brand-name drugs such as Lipitor, Norvasc, Lyrica, Creon, and Viagra * Generics: Sales of generic drugs. The Generics portfolio includes core generics and complex generics Income Statement Analysis

Rocket Lab USA - $RKLB - Earnings Analysis: Strong revenue growth driven by launch services and space systems.

Business Model Rocket Lab generates revenue through launch services and space systems. Revenue Sources * Product revenues: Sales of spacecraft components and other hardware. * Service revenues: Launch services and on-orbit management solutions. Income Statement Analysis * Total revenue increased significantly due to higher launch cadence and growth in the Space Systems business.

Archer Aviation - $ACHR - Earnings Analysis: Launch Edition program: Early commercial deployment with Abu Dhabi Aviation allows Archer to generate revenue and operational experience.

Business Model Archer Aviation is pre-revenue; it anticipates generating revenue from the sale of Midnight aircraft, its Launch Edition program, potential defense contracts, and, in the future, software solutions. Revenue Sources * Future revenue from sales of Midnight aircraft for urban air mobility. * Revenue from Launch Edition program: deploying Midnight aircraft

Duolingo - $DUOL - Earnings Analysis: Exceptional growth in daily active users (DAUs) and monthly active users (MAUs), indicating strong user engagement.

Business Model Duolingo generates revenue primarily through subscription services, advertising, the Duolingo English Test, and in-app purchases of virtual goods. Revenue Sources * Subscription revenue: Users pay for access to premium features and ad-free learning. * Advertising revenue: Generated from ads served to users who do not have a subscription. * Duolingo English

Bloom Energy Corp - $BE - Earnings Analysis: Strong revenue growth and improved profitability.

Business Model Bloom Energy generates revenue from four primary sources: product sales, installation, service agreements, and electricity generation. Revenue Sources * Product revenue: Sales of Bloom Energy Servers. * Installation revenue: Revenue from installing the energy servers at customer sites. * Service revenue: Recurring revenue from long-term service agreements. * Electricity revenue: Revenue from

Sunrun - $RUN - Earnings Analysis: Positive cash generation for three consecutive quarters and expected to continue throughout 2025.

Business Model Sunrun generates revenue primarily through customer agreements and incentives, and solar energy systems and product sales. Revenue Sources * Customer agreements and incentives: Revenue from long-term agreements, amortization of prepaid systems, and incentive revenue (including Investment Tax Credits when monetized). * Solar energy systems and product sales: Revenue from direct

Monster Beverage Corp - $MNST - Earnings Analysis: Strong growth in the global energy drink category.

Business Model Monster Beverage Corporation generates revenue through the development, marketing, and distribution of energy drinks, still and sparkling waters, craft beers, flavored malt beverages, and hard seltzers. Revenue Sources * Monster Energy® Drinks segment: Primarily includes Monster Energy® drinks, Reign Total Body Fuel® high-performance energy drinks, Reign Storm® total wellness

Warner Bros Discovery - $WBD - Earnings Analysis: Strong DTC subscriber growth and future potential.

Business Model Warner Bros. Discovery generates revenue through distribution fees, advertising sales, content licensing (including theatrical releases, home entertainment, and gaming), and other sources like studio tours. Revenue Sources * Distribution revenues from cable, satellite, telecom, and digital service providers * Advertising revenues from linear networks and digital platforms * Content revenues from

Lantheus Holdings - $LNTH - Earnings Analysis: PYLARIFY's blockbuster status and strong financial performance in 2024

Business Model Lantheus generates revenue from radiopharmaceutical oncology (primarily PYLARIFY), precision diagnostics (DEFINITY and TechneLite), and strategic partnerships. Revenue Sources * PYLARIFY: PSMA PET imaging agent for prostate cancer. * DEFINITY: Ultrasound enhancing agent. * TechneLite: Component in radiopharmaceuticals. * Strategic partnerships: Sales of MK-6240 for investigational use. Income Statement Analysis * Revenue increased 10.

GlobalFoundries - $GFS - Earnings Analysis: Strong design win momentum provides a solid foundation for future growth.

Business Model GlobalFoundries generates revenue by manufacturing semiconductors for various end markets, including Smart Mobile Devices, Communications Infrastructure & Data Center, Home and Industrial IoT, and Automotive. Revenue Sources * Wafer revenue (approximately 92% of Q4 2024 revenue). * Non-wafer revenue, including reticles, non-recurring engineering, and expedite fees (approximately 8% of Q4

Salesforce - $CRM - Earnings Analysis: Strong growth in Data Cloud and Agentforce, driven by AI adoption.

Business Model Salesforce generates revenue primarily through subscription and support services, as well as professional services and other offerings. Key growth areas include Data Cloud and Agentforce, with a focus on AI-powered solutions and customer success. Revenue Sources * Subscription and support revenue from cloud-based services (Sales, Service, Platform, Marketing, Commerce,

IONQ - $IONQ - Earnings Analysis: Strong revenue growth in 2024, exceeding guidance.

Business Model IonQ generates revenue through quantum computing systems, quantum networking solutions, and related services. They are expanding their offerings through strategic acquisitions like Qubitekk and ID Quantique to include quantum-safe communication and quantum sensing. Revenue Sources * Quantum computing systems sales and services. * Quantum networking solutions, including secure quantum communication.

C3.ai - $AI - Earnings Analysis: Strong year-over-year revenue growth driven by subscriptions and professional services.

Business Model C3 AI generates revenue primarily through subscription and professional services related to its Enterprise AI application software. Revenue Sources * Subscription revenue from the C3 AI Platform, industry-specific SaaS enterprise AI applications, and C3 Generative AI offerings. * Professional services revenue including service fees (consulting, training, paid implementation) and prioritized

Nutanix - $NTNX - Earnings Analysis: Strong ARR growth indicates increasing subscription revenue and customer commitment.

Business Model Nutanix generates revenue from sales of its cloud platform through subscriptions, professional services, and other non-subscription products. Revenue Sources * Subscription revenue: Software entitlement and support subscriptions, subscription software licenses, and cloud-based software-as-a-service (SaaS) offerings. * Professional services revenue: Services sold with their products, recognized as performed. * Other non-subscription product

Pure Storage - $PSTG - Earnings Analysis: Double-digit revenue growth and subscription ARR growth.

Business Model Pure Storage generates revenue from two primary sources: product sales (storage hardware and related software) and subscription services (Evergreen//One, Portworx, and other cloud-based offerings). Revenue Sources * Product sales: Includes revenue from the sale of FlashArray, FlashBlade, and other storage hardware, along with associated software licenses. * Subscription services:

Merit Medical Systems - $MMSI - Earnings Analysis: Strong Q4 and full-year 2024 results, reflecting successful strategic execution

Business Model Merit Medical generates revenue through the sale of medical devices used in interventional, diagnostic, and therapeutic procedures, mainly in cardiology, radiology, oncology, critical care, and endoscopy. They offer a diverse range of products and custom procedural solutions. Revenue Sources * Cardiovascular segment: Peripheral Intervention, Cardiac Intervention, Custom Procedural Solutions,

Matson - $MATX - Earnings Analysis: Significantly higher freight rates in China and higher volume in China drove revenue growth.

Business Model Matson, Inc. generates revenue primarily through ocean transportation and logistics services. Revenue Sources * Ocean Transportation: Provides ocean freight transportation services to Hawaii, Alaska, Guam, Micronesia, Okinawa, Japan and from Alaska to Asia. Services include container shipping, automobile transport, and roll-on/roll-off services. * Logistics: Offers integrated, asset-light logistics services,

Intuit - $INTU - Earnings Analysis: Strong Q2 FY25 performance, exceeding expectations in several segments.

Business Model Intuit generates revenue from a variety of sources across its business segments: Global Business Solutions (QuickBooks), Consumer (TurboTax), Credit Karma, and ProTax. Revenue Sources * Global Business Solutions: Revenue from QuickBooks Online Accounting, Online Services (Money, Payroll, Mailchimp), and Desktop Ecosystem. * Consumer Group: Revenue from TurboTax offerings. * Credit Karma:

Workday - $WDAY - Earnings Analysis: Strong subscription revenue growth and backlog provide revenue visibility.

Business Model Workday generates revenue primarily through subscription services and professional services related to its cloud-based applications for human capital management (HCM), enterprise resource planning (ERP), and financial management. Revenue Sources * Subscription services: Recurring revenue from customers using Workday's cloud applications. * Professional services: Revenue from implementation, consulting, and

ONEOK - $OKE - Earnings Analysis: Significant revenue and net income growth driven by acquisitions and volume increases.

Business Model ONEOK, Inc. generates revenue primarily through fee-based services in gathering, processing, storing, transporting, and marketing of natural gas, natural gas liquids (NGLs), refined products, and crude oil. The company operates through four main segments: Natural Gas Liquids, Refined Products and Crude, Natural Gas Gathering and Processing, and Natural

Caesars Entertainment - $CZR - Earnings Analysis: Stable conditions in Las Vegas with high occupancy and strong ADRs.

Business Model Caesars Entertainment generates revenue through various segments including Las Vegas, Regional, Caesars Digital, and Managed and Branded properties. Revenue Sources * Casino operations (largest revenue contributor) * Food and beverage sales * Hotel room rentals * Other sources include entertainment, retail, and online gaming Income Statement Analysis * Net revenues slightly decreased by

Henry Schein - $HSIC - Earnings Analysis: Significant increase in operating income and net income, driven by restructuring initiatives and cost-saving measures.

Business Model Henry Schein, Inc. generates revenue through the sale of dental and medical products and services to office-based dental and medical practitioners, dental laboratories, government and institutional health care clinics, and other alternate care sites. The company operates through three segments: Global Distribution and Value-Added Services, Global Specialty Products,

American Tower Corp - $AMT - Earnings Analysis: Strong growth in net income and operating income.

Business Model American Tower generates revenue primarily through leasing space on its communications sites to tenants, including wireless service providers, as well as through its data center business. Revenue Sources * Property revenue: Leasing space on communications sites and from data centers. * Services revenue: Site-related services, including network operations centers, construction,

Sempra - $SRE - Earnings Analysis: Significant capital investment in regulated utilities, especially in Texas, driving rate base growth.

Business Model Sempra generates revenue through its three main business segments: Sempra California (natural gas and electric utilities), Sempra Texas Utilities (electric transmission and distribution), and Sempra Infrastructure (energy-related businesses, including LNG). Revenue comes from regulated utilities in California and Texas, and contracted assets in infrastructure. Revenue Sources * Natural gas

Myriad Genetics - $MYGN - Earnings Analysis: Revenue growth driven by Pharmacogenomics and Prenatal testing.

Business Model Myriad Genetics generates revenue primarily through molecular diagnostic testing and precision medicine, offering tests that assess disease risk, progression, and guide treatment decisions. Revenue Sources * Hereditary Cancer Testing: MyRisk, BRACAnalysis CDx * Tumor Profiling: myChoice CDx, Prolaris, Precise Tumor, EndoPredict * Prenatal Testing: Foresight, Prequel, SneakPeek * Pharmacogenomics: GeneSight Income Statement

Ultra Clean Holdings - $UCTT - Earnings Analysis: Strong revenue growth and strategic investments in key semiconductor technologies.

Business Model Ultra Clean Holdings, Inc. (UCT) generates revenue through two divisions: Products and Services, primarily for the semiconductor industry. Revenue Sources * Products: Offers integrated outsourced solutions for major subassemblies, improved design-to-delivery cycle times, design for manufacturability, prototyping, and high-precision manufacturing. * Services: Provides tool chamber parts cleaning and coating, as

Veracyte - $VCYT - Earnings Analysis: Consistent growth in testing revenue, driven by Decipher and Afirma.

Business Model Veracyte generates revenue through testing services (Decipher, Afirma), product sales (Prosigna), and biopharmaceutical collaborations. Revenue Sources * Testing revenue: Primarily from Decipher and Afirma genomic tests. * Product revenue: From sales of Prosigna. * Biopharmaceutical and other revenue: Collaborations with biopharmaceutical companies. Income Statement Analysis * Total revenue increased by 21% due

- $BWX - Earnings Analysis: Strong backlog growth, indicating future revenue visibility.

Business Model BWXT generates revenue through two main segments: Government Operations and Commercial Operations. Revenue Sources * Government Operations: Primarily through naval nuclear component production, microreactors volume, special materials revenue, and long-term technical services contracts. * Commercial Operations: Primarily through nuclear components, fuel and fuel handling, medical sales, and field services activity.

Tempus AI - $TEM - Earnings Analysis: Strong revenue growth in both Genomics and Data and Services segments.

Business Model Tempus AI generates revenue primarily through Genomics (diagnostic testing) and Data (licensing & analytical tools) with a growing contribution from Applications (therapy/trial matching & algorithmic diagnostics). Revenue Sources * Genomics: Diagnostic testing services provide revenue from running tests and billing insurance or direct payment. * Data: Licensing de-identified multimodal

Owens Corning - $OC - Earnings Analysis: Successful execution of strategic initiatives to reshape the company.

Business Model Owens Corning generates revenue primarily through the sale of residential and commercial building products in North America and Europe. Revenue Sources * Roofing products (shingles and components) * Insulation products (fiberglass and mineral wool insulation) * Doors (residential interior and exterior doors) * Composites (glass reinforcements and nonwovens) Revenue Distribution by Channel