Earnings Feed

PLAB

Technology

Cash and short-term investments increased to $576 million, including $397 million in joint ventures.
Flat Panel Display (FPD) revenue grew 14% year-over-year to $63 million, driven by strong demand in Korea and China.
Gross margin was 34%, above expectations, and operating margin was 23%, exceeding guidance.
Integrated Circuits (IC) revenue was $148 million, down 5% year-over-year, with high-end IC revenue up 8%.
Non-GAAP diluted EPS was $0.51, well ahead of guidance; GAAP EPS was $0.39 per share.
Operating cash flow was $15 million, representing 24% of revenue; CapEx was $25 million for the quarter.
Photronics reported Q3 2025 revenue of $210 million, flat year-over-year and sequentially, exceeding expectations.
Stock repurchases totaled $21 million in Q3, with $97 million year-to-date repurchases and $28 million remaining authorization.

VEEV

Technology

Billings guidance increased by $35 million for the full year, signaling confidence in the back half of 2026.
Commercial cloud subscriptions raised guidance for the full year, reflecting confidence in the business.
Crossix continued strong performance, contributing meaningfully to commercial growth.
Margins remain strong with expectations of improved cost of goods sold long term for Vault CRM.
Non-operating income reported at $353 million for the quarter.
R&D subscriptions showed the largest sequential increase in two years, indicating strong execution.
Total revenue for Q2 was $789 million, exceeding guidance.