Technology & Innovation
Oracle (ORCL) delivered robust fiscal 2025 Q3 results, posting total revenue of $14.1 billion with cloud revenue surging 23% to $6.2 billion. This performance, driven by major cloud agreements, underscores its competitive momentum. In a related tech advance, Rocket Lab (RKLB) announced two Electron rocket launches in close succession – one launching the iQPS payload on March 15 and the final Kinéis mission on March 18 to complete a 25‑satellite IoT constellation, marking its 62nd launch.
In the semiconductor and digital mining space, Canaan Inc. (CAN) secured a Series A‑1 Preferred financing agreement worth up to US$200 million, with an initial US$100 million tranche completed on March 10, setting the stage for further capacity expansion. Demonstrating advancements in cybersecurity solutions, SEALSQ Corp (LAES) will showcase its latest Quantum Resistant Chip and PKI services next week at Embedded World 2025 in Germany. Meanwhile, Apexis, Inc. dba Wondersign (GCT) is set to rebrand as Wonder as it launches its new Wonder App—a mobile-first platform designed to accelerate sales for brick-and-mortar commerce through real‑time training and rewards.
Hesai Group (HSAI) reported strong Q4 and full‑year 2024 results, with Q4 net revenues of RMB719.8 million (US$98.6 million) and full‑year revenues of RMB2,077.2 million (US$284.6 million). Achieving its first full‑year non‑GAAP net profits, Hesai is expanding partnerships with major automakers to drive future growth.
Biotech & Healthcare
BioNTech (BNTX) reported impressive Q4 2024 revenues of €1.2 billion and full‑year results of €2.8 billion, driven by robust developments in its oncology pipeline. In clinical research news, Johnson & Johnson (JNJ) announced promising Phase 2b ANTHEM‑UC results for icotrokinra, achieving a 63.5% clinical response rate at Week 12 that could expand treatment options.
Illumina (ILMN) addressed recent developments following China’s MOFCOM export restrictions on sequencing instruments, while projecting high‑single‑digit revenue growth and outlining a $100 million cost reduction program to buffer potential impacts. Rounding out biotech updates, Coherus BioSciences (CHRS) reported Q4 and full‑year 2024 results with annual net revenue of $267.0 million and announced a planned divestiture of UDENYCA for up to $558.4 million to refocus its oncology portfolio. Latin American healthcare platform Auna (AUNA) also posted strong 4Q24 and FY2024 performance with revenue and EBITDA gains signaling a market rebound, while Ensysce Biosciences (ENSC) delivered its Q4 and full‑year 2024 financial results, highlighting progress on PF614 pain relief solutions ahead of PF614 phase 3 enrollment in Q2 2025.
Kodiak Sciences (KOD) completed enrollment in its GLOW2 Phase 3 clinical trial for tarcocimab tedromer in diabetic retinopathy, surpassing its target with over 250 patients randomized. Topline clinical data is expected in Q1 2026, potentially reshaping treatment frequency in diabetic care.
Viemed Healthcare (VMD) announced record Q4 net revenues of $60.7 million and full‑year revenues of $224.3 million, bolstered by notable gains in ventilator, PAP therapy, and sleep resupply segments.
Nyxoah (NYXH) is set to release its Q4 and full‑year 2024 results on March 13, 2025, as it continues advancing its breakthrough neuromodulation treatments for Obstructive Sleep Apnea.
Financial Results & Earnings
Paymentus (PAY) recorded a landmark Q4 with revenue of $257.9 million—a 56.5% increase year‑over‑year—and processed 166.0 million transactions, reinforcing its momentum in digital payment systems. Complementing this, Franco‑Nevada (FNV) returned to net income in Q4 2024 by generating $321.0 million in revenue, underscoring its resilient performance.
StandardAero (SARO) reported strong Q4 revenue increases of 21.8% to $1,409.6M and improved Q4 Adjusted EBITDA by 37.2%, reflecting robust gains in its aerospace services segments. Energy infrastructure leader Summit Midstream Corporation (SMC) posted a Q4 net loss of $24.8 million but provided optimistic guidance for 2025 with planned adjusted EBITDA of $245–280 million. In the capital market arena, Nayax (NYAX) successfully completed an oversubscribed Notes and Warrants Offering in Israel, raising approximately $134.3 million to support its global growth initiatives.
In digital gaming, PLAYSTUDIOS (MYPS) reported Q4 revenue of $67.8 million amid a cost reinvention program aimed at boosting long‑term profitability, while Quanex Building Products (NX) delivered impressive Q1 2025 results with net sales up 67.3% to $400.0 million following its strategic Tyman acquisition.
Ramaco Resources (METC) reported its Q4 results with Adjusted EBITDA of $29.2 million and record quarterly sales exceeding 1.1 million tons, even as market conditions remained challenging.
Precision Drilling Corporation (PDS) filed its 2024 Annual Report and accompanying disclosure documents, providing detailed financial statements and setting the stage for its virtual 2025 Annual and Special Meeting of Shareholders on May 15, 2025.
Titan America (TTAM) is scheduled to announce its Q4 and full‑year 2024 financial results on March 26, 2025, ahead of a live conference call discussing its performance in the cement and building materials sector.
CVG (CVGI) reported Q4 revenue declines of 15.7% to $163.3 million, alongside a full‑year revenue decrease to $723.4 million, prompting strategic portfolio adjustments and cost optimization measures.
Yalla Group (YALA) posted robust Q4 results with revenues reaching US$90.8 million and net income climbing to US$32.5 million, positioning the company for continued growth in its chatting and gaming services segment during 2025.
Mergers, Acquisitions & Corporate Actions
ServiceNow (NOW) finalized its acquisition of Moveworks for $2.85 billion, fortifying its enterprise technology portfolio with advanced agentic AI capabilities. In real estate finance, Franklin BSP Realty Trust (FBRT) announced a definitive agreement to acquire NewPoint Holdings JV to expand its commercial lending and servicing portfolio. Strategic expansion continued as Granite (GVA) and its joint venture partner secured a $97 million contract from NAVFAC to enhance military battery storage capabilities in Guam. Meanwhile, MoneyLion (ML) scheduled a special stockholder meeting on April 10, 2025, to vote on its proposed acquisition by Gen Digital, marking a pivotal move for the fintech platform, and Six Flags Entertainment (FUN) announced the nomination of four new independent directors in a restructuring aimed at driving long‑term strategic growth.
Rayonier (RYN) agreed to sell its 77% interest in its New Zealand joint venture to The Rohatyn Group for $710 million, a strategic move that refocuses the company on U.S. operations and enables debt reduction and shareholder returns.
Intuitive Machines (LUNR) completed the redemption of all outstanding warrants—exercising approximately 12.87 million warrants at $11.50 per share and redeeming the remaining at $0.01—raising roughly $148.0 million in cash and securing a revolving credit facility for up to $40.0 million.
Teradyne (TER) announced a definitive agreement to acquire Quantifi Photonics, bolstering its semiconductor ATE leadership with scalable photonic integrated circuit test solutions designed for high‑performance AI computing. The deal is expected to close in Q2 2025.
Consumer & Services
Barnes & Noble Education (BNED) reported strong Q3 fiscal year 2025 results with total revenue rising to $466.3 million alongside marked improvements in its BNC First Day® program, further solidifying its position in the education retail space.
Investor Events
Fathom Holdings (FTHM) announced an exclusive live investor webinar and Q&A session set for March 13, 2025, at 4:15 p.m. ET. The event, hosted by RedChip Companies and featuring CEO Marco Fregenal, is expected to detail the company’s strategic acquisition of My Home Group and upcoming growth initiatives.
Strategic Education (STRA) published its 2024 Annual Report and Letter to Shareholders and will conduct its 2025 Annual Meeting of Stockholders via webcast on April 23, 2025, at 8:00 a.m. ET. Shareholders on record as of March 3, 2025, will be eligible to vote, as outlined in the company’s proxy materials.
