Earnings live: Norwegian Cruise Line stock sinks on profit guidance miss, ADT stock drops

Block (XYZ) shares surged much than 22% successful extended trading aft Jack Dorsey announced the payments institution would laic disconnected astir fractional of its unit arsenic portion of a large stake successful artificial quality that came alongside the merchandise of its 4th fourth net report.

"Today we're making 1 of the hardest decisions successful the past of our company: we're reducing our enactment by astir half, from implicit 10,000 radical to conscionable nether 6,000. That means implicit 4,000 of you are being asked to permission oregon entering into consultation," Dorsey wrote successful a station connected X.

"Something has changed," Dorsey wrote, framing the determination arsenic a hazard intended to presumption the institution for semipermanent growth. He cited caller artificial quality tools that tin automate enactment arsenic the crushed for the shift, noting that AI is "enabling a caller mode of moving which fundamentally changes what it means to physique and tally a company."

In the 4th quarter, Block reported adjusted net per stock of $0.65, successful enactment with Wall Street estimates. Revenue of $6.25 cardinal somewhat bushed expectations of $6.21 billion, according to S&P Global Market Intelligence.

Block besides raised its full-year guidance. The company, which supports the CashApp and Square platforms, said it expects gross nett maturation of 18% twelvemonth implicit twelvemonth successful 2026 and adjusted operating income of $3.20 cardinal oregon 26% margin.

Norwegian Cruise Line Holdings (NCLH) banal fell 10% successful aboriginal trading connected Monday aft the company's fiscal 2026 guidance came successful abbreviated of expert estimates.

For 2026, Norwegian Cruise Line forecast net per stock of $2.38, whereas Wall Street analysts were looking for $2.60 per share. The institution expects full-year adjusted EBITDA astir $2.95 cardinal and adjusted nett income of astir $1.12 billion.

Investing.com reports:

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ADT (ADT) banal dropped 10% connected Monday greeting aft the information company's 4th fourth gross fell abbreviated of expectations. ADT besides said it expects gross and net per stock maturation to beryllium level successful 2026 arsenic it prioritizes balancing its currency travel and stock repurchases.

ADT reported that its income grew 1.3% twelvemonth implicit twelvemonth to $1.27 cardinal successful Q4, whereas the Street was hoping for income of $1.29 billion. Earnings per stock of $0.17 besides missed estimates of $0.21 per stock analysts were expecting.

ADT said the fig of income for its monitoring information systems decreased during the quarter, which was offset by higher prices.

The institution besides said it's focused connected improving its escaped currency travel and expects adjusted escaped currency travel maturation of astir 20% successful 2026 compared to 2025. However, the institution said it expects small to nary gross and adjusted net per stock maturation arsenic it makes investments successful maturation initiatives.

Duolingo (DUOL) banal plummeted arsenic overmuch arsenic 25% connected Friday aft the institution offered downbeat guidance for 2026 contempt beating analysts' expectations connected Q4 earnings. The institution said it's shifting absorption from monetizing its language-learning app to increasing the subscriber base.

While regular progressive users and subscriptions were up 30% and 28% twelvemonth implicit year, respectively, that maturation slowed passim 2025 and is expected to decelerate further this year.

CEO Luis Von Ahn told Yahoo Finance connected Friday that much than 15 cardinal radical person a Duolingo streak longer than 365 days, and increasing that dedicated idiosyncratic basal is simply a priority. Von Ahn said artificial quality is simply a large operator of the company's pivot to idiosyncratic growth.

"We deliberation that implicit the adjacent fewer years, the mode radical larn is going to alteration rather significantly," Von Ahn said, adding that "the astir important happening we tin bash is seizure arsenic overmuch of the marketplace arsenic we can, entice arsenic galore users to usage Duolingo arsenic imaginable … and we're prioritizing that beauteous overmuch supra everything else."

Duolingo reported 4th fourth gross of $282.9 million, up 35% twelvemonth implicit twelvemonth and up of the $275.74 cardinal estimated. Adjusted net per stock came astatine $0.84, versus the $0.83 estimate. The company's 2026 outlook, however, landed good abbreviated of the $1.26 cardinal estimated, with full-year gross guidance of $1.20 billion-$1.22 billion.

Flutter Entertainment's (FLUT) banal fell 12% earlier the doorbell connected Friday aft reporting disappointing revenue. The sports-betting relation reported gross of $4.74 cardinal past quarter, beneath the $4.93 cardinal projected by analysts.

The Wall Street Journal reports:

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Duolingo Inc (DUOL) shares sank 25% earlier the doorbell connected Friday aft reporting 4th fourth earnings, which bushed expert expectations, but issued disappointing guidance for 2026. The institution said it is changing its strategy to prioritize idiosyncratic maturation implicit near-term profitability.

Investing.com reports:

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Yahoo Finance's Francisco Velasquez reports:

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Intuit (INTU) banal fell astir 2.5% successful after-hours trading arsenic the company's fiscal 3rd 4th nett forecast disappointed investors.

The 3rd 4th is usually Intuit's strongest, arsenic much users crook to the institution for taxation help; however, the institution said it expects to walk much connected selling to pull customers to its tools, specified arsenic TurboTax.

Reuters reports:

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Reuters reports:

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Cloud computing supplier Nutanix (NTNX) reported beardown net and announced a multiyear woody with AMD (AMD) connected Wednesday, sending the banal much than 15% higher successful premarket trading connected Thursday.

For the fiscal 2nd quarter, Nutanix reported adjusted net per stock of $0.56 for the 4th connected gross of $722.8 million. Wall Street analysts were looking for net per stock of $0.44 connected $709.7 cardinal successful revenue, according to S&P Global Market Intelligence.

For the afloat year, Nutanix said it expects gross of $2.80 cardinal to $2.84 cardinal and a non-GAAP operating borderline of 21% to 22%.

Nutanix's caller multiyear concern with AI chipmaker AMD besides boosted shares connected Thursday arsenic the 2 companies question to make a level for endeavor agentic AI. AMD said it volition put $250 cardinal successful Nutanix shares and associated R&D and go-to-market efforts, and the equity concern is expected to adjacent successful the 2nd 4th of 2026.

AMD banal slid 1.5% pursuing the announcement and net from its rival Nvidia (NVDA).

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American Bitcoin (ABTC), which is backed by 2 of President Trump's sons, reported a $59 cardinal nonaccomplishment successful its 4th fourth net connected Thursday. The results person travel amid a banal and crypto sell-off, wiping retired astir 90% of the firm's marketplace worth since September. The company's banal terms roseate 3% earlier the doorbell contiguous pursuing the news.

Bloomberg News reports:

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Shares of Celsius Holdings (CELH) jumped much than 12% successful premarket trading connected Thursday aft the vigor portion shaper reported better-than-expected 4th fourth net arsenic its acquisitions of Rockstar Energy and Alani Nu drove momentum successful the business.

Investing.com reports:

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J.M. Smucker (SJM) banal roseate 7% earlier the doorbell connected Thursday aft 3rd 4th net bushed expert expectations. The institution did, however, study a weaker full-year income outlook, citing a caller occurrence astatine 1 of its manufacturing facilities.

AP reports:

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Nvidia CEO Jensen Huang said the institution is "close" to finalizing its statement with OpenAI (OPAI.PVT)

"We proceed to enactment with OpenAI toward a concern agreement, and judge we are close," Huang said. "We are thrilled with our ongoing concern with OpenAI, a once-in-a-generation institution we've had the pleasance of partnering with since their archetypal days."

In September 2025, Nvidia said it planned to put $100 cardinal successful OpenAI to enactment artificial quality infrastructure. But successful aboriginal February, Huang said that the $100 cardinal was “never a commitment,” and a fewer weeks later, the Financial Times reported that the institution was adjacent to finalizing a $30 cardinal woody to regenerate the $100 cardinal one.

On the net call, Nvidia executives touted that "just astir each startup successful the satellite is moving connected Nvidia's ecosystem." The institution has besides struck partnerships with rival models, including Anthropic's Claude and Google's Gemini.

Nvidia's (NVDA) CFO Colette Kress confirmed a study earlier this week that it has not yet sold immoderate of its second-most-powerful chips to China.

"While tiny amounts of H200 products for China-based customers were approved by the US government, we person yet to make immoderate revenue, and we bash not cognize whether immoderate imports volition beryllium allowed into China," Kress said connected the net call.

That was successful enactment with what a Commerce Department authoritative said astatine a legislature proceeding connected Tuesday.

President Trump gave Nvidia the greenish airy to merchantability H200 chips to China past month. In precocious January, Beijing reportedly gave 3 of China's largest tech companies, ByteDance, Alibaba (BABA, 9988.HK), and Tencent (0700.HK, TCEHY), support to acquisition much than ‌400,000 H200 chips.

Nvidia's net telephone is underway. You tin perceive to it unrecorded here.

CFO Colette Kress called retired that the hyperscalers — Big Tech firms similar Amazon (AMZN), Microsoft (MSFT), and Meta (META) that supply large-scale unreality services — proceed to person a beardown appetite for Nvidia's information halfway chips.

"Analysts expectations for 2026 capex crossed the apical 5 unreality providers and hyperscalers, who collectively relationship for a small implicit 50% of our information halfway revenue, are up astir $120 cardinal since the commencement of the twelvemonth and approaching $700 billion," Nvidia CFO Colette Kress said connected the net call. "We proceed to expect the modulation of classical information halfway workloads to GPU-accelerated computing and the usage of AI to heighten today's hyperscale workloads and lend toward astir fractional of our semipermanent opportunity."