Yiannis Zourmpanos

1 day ago | seekingalpha.com | Yiannis Zourmpanos

May 13, 2025 4:45 PM ET, , , , , , , , , , , , SummaryNebius Group N.V. is expected to report $57.7M in Q1 revenue, up 52% sequentially from $37.9M in Q4 2024. Nebius’s $220M March ARR represents contracted run-rate revenue; applying a 60–70% recognition rate implies $525M–$613M in 2025 revenue, validating the $520.5M guidance. NBIS Q1 revenue is likely in the $55M–$65M range, as GAAP revenue trails ARR during early ramp. ARR remains the best forward indicator of monetization velocity.

1 day ago | barchart.com | Yiannis Zourmpanos

Nvidia (NVDA) has been the most discussed name of the artificial intelligence era but newfound geopolitical challenges are beginning to cloud its future. In a recent appearance on stage at the Milken Institute, CEO Jensen Huang cautioned that Nvidia is being kept out of a “Boeing-sized opportunity,” referring not to the planes but a market the size of the entire aerospace leader, as U.S. export controls keep its high-end AI chips from entering China.

2 days ago | seekingalpha.com | Yiannis Zourmpanos

May 12, 2025 10:19 AM ET, , , , , SummaryRocket Lab reported $122.6 million in Q1 2025 revenue, up 32% year-over-year, with non-GAAP gross margins at 33.4%. Backlog reached $1.067 billion, with 56% expected to convert to revenue within 12 months, ensuring near-term visibility. The Neutron rocket was selected for the $5.6 billion NSSL program, positioning Rocket Lab as a trusted U.S. defense partner.

3 days ago | yiazou.com | Yiannis Zourmpanos

SoFi posted its sixth consecutive GAAP-profitable quarter, with 9.4% YoY free cash flow growth and margin expansion across segments. Fee-based revenue surpassed 41% of total, growing faster than lending and enabling capital-light reinvestment into product, brand, and infrastructure. Galileo now supports over 150 million accounts, while Technisys enhances backend control, reinforcing SoFi’s infrastructure and data compounding moat.

4 days ago | barchart.com | Yiannis Zourmpanos

Apple (AAPL) is in the spotlight once again, this time due to an abrupt decline in smartwatch sales. According to a new Counterpoint Research study, Apple Watch shipments fell by 19% year-over-year in 2024, with a precipitous drop in North America, which is its biggest market. As one of Apple’s flagship product lines, this drop caught the attention of investors as part of larger debates over product saturation and innovation fatigue.