ARR
ARMOUR Residential REIT, Inc.
stock NYSE

> This year Anthropic’s ARR has exploded from $9B to over $44B today, their gross margins on their inference infrastructure have increased from 38% to over 70% over the same period.
Anthropic has recently become very profitable. Currently are limited by compute, as they were much more conservative than OpenAI. Hence the compute deal they just secured with xAI.
OpenAI otoh is still figuring things out and might fail. They bet on consumer, which has not worked out. The capacity they've secured will still exist, and the demand is very much still there. Try using Claude code during 9-5 PST vs 11p-7a. It's painfully obvious.
Google/Gemini is clearly showing outsized returns as well.

I bought in today right before close. I read earnings last night and today. I really liked these metrics below.
Also, CEO mentioned two use cases of their embedded AI achieving meaningful metrics with Openreach and Lufthansa.
AI ARR growth: +66% YoY
AI backlog growth: +78% YoY
AI included in 100% of enterprise CXone deals
International growth: +30%

Good results from TRMB with revenue growth accelerating in Q1 and they also raised guidance for the full-year. Would have expected a better response from the market but they seem to be dragged along the saasocalypse train.
# Executive summary
* Delivered strong Q1 results with revenue of $940 million, up 12% year-over-year, and EPS of $0.79, exceeding guidance.
* Raised full-year guidance for revenue, EPS, and ARR, reflecting confidence in continued growth.
* Continued execution of connect and scale strategy, leveraging AI to drive productivity and expand addressable markets.
* Monetization of AI capabilities advancing through hybrid models, consumption-based offerings, and product tiering.
# Financial highlights
* Q1 revenue reached $940 million, up 12% year-over-year; ARR at $2.435 billion, up 13%.
* Gross margin expanded to 71%; EBITDA margin at 27.4%, up 150 basis points from prior year.
* Free cash flow was $275 million; leverage ratio at 1.1x, well below long-term target.
* EPS of $0.79, $0.07 above midpoint and above high end of guidance.
# Outlook and guidance
* Full-year 2026 revenue guidance midpoint raised to $3.875 billion, representing 8% growth.
* EPS guidance increased to $3.55; ARR growth expected at 13% and EBITDA margin at 29.7%.
* Q2 guidance: revenue midpoint $950 million (7.5% growth), EPS $0.80, ARR growth 13%, EBITDA margin 27.7%.
* On track to meet 2027 targets: $3B ARR, $4B revenue, 30% EBITDA margin.

11% ARR growth (currently too slow), 75% GM, 100 usdm net cash and profitable, nrr 102% (once they have a globla YaaS offering it should accelerate, but they have not full coverage yet), currently zero/no churn.
The company is in a consolidation phase, and the most difficult thing to asses is hardware defined security vs passkey.... so some thigs need to fall in place, but should be on the radar post the openai deal...

Platform Solutions nearly doubling and counter-drone revenue up 300% y/y for Axon. ARR up 35%. Future contracted bookings up 44% to $14.3B. Axon seems unstoppable right now. Did their usual FY guidance raise (they like to sandbag so they can raise each quarter), this time to 31% at the midpoint from 28.5%.
Down 2% in the AH is nuts.

Yep, agentic makes Yubico interesting, but if revenue's falling whats ARR, YoY growth, gross margin, churn, and cash runway rn?

Their revenue growth is exponential. $1B ARR to $9B last year. $9B to $44B in April of this year.

Also, if you watch the [streamed YouTube video](https://www.youtube.com/watch?v=chp-9I6Wros), the live chat and reactions are gold.
Saylor also talked about being able to maintain STRC dividends indefinitely as long as BTC ARR is over 2.3%. I'm skeptical about that metric. They COULD do that, but that would really, really hurt MSTR shareholders. What's the purpose of MSTR if all BTC bought with MSTR is just going to be used for paying off STRC dividends? This metric does not seem fair.

"40 vol, 40 ARR asset"

You know, adobe's AI monetization timeline has been looking rather solid. I think it's way overblown, and people in this subreddit seem to just trust the market price as factual information without even looking into the financials. Hrees' my timeline:
Pre-FY2025 Firefly and generative AI features were first integrated into Adobe
Q1FY2025Adobe disclosed over $125M AI-first and alone/add-on ARR book of business
Q2FY2025Firefly subscriptions and generative AI usage accelerated;
Q3FY2025AI-influenced ARR surpassed $5B; AI-first ARR exceeded $250M FY2025 target early. I'd say this is the first major evidence that AI monetization was ahead of management expectations.
Q4FY2025 Adobe delivered record FY2025 revenue and guided ARR growth above 10%.
Q1FY2026AI-first ARR more than tripled YoY; Firefly ARR exceeded $250M. but 250m is still below 1% of ARR, so adobe needs this to be around 1B to make it substancial to its segments.
So, do it as you will, with this information. People seem to be saying that AI threat is real, but from close examination on all financial statements, it's way overblown. The numbers don't support the idea that AI is destroying adobe. In fact, adobe's ai growth is one of the fastest in a long time (look above). I didn't talk about major financials, because as of now revenues is greatest it has ever been along with free cash flow.
So many reasons im bullish:
1. 25B share buyback program (which is well supported by their ever growing free cash flow).
2. AI fears are overblown, since AI is actually helping adobe propel their earnings not hurting them since the speed in which it grows is faster than the decline in adobe stock segment. Now, the only real concern is how fast this AI monetization can reach 1B.
3. Financials, in general, just looks crazy good. They are at their historical best in all sides: revenue, cash size, fcf, revenue, all margins, everything, nothing much to comment on really. THey are at historical highs in financials.
4. They acquired semrush recently, because they are now trying to enter a new sphere of market. i personally think it was a great acquisition.

Adobe $ADBE
Firstly, AI is great for ideation. It's excellent at concept work, giving you plenty of choices, variations, options. It does not replace professional design work and finished product delivery to a high standard whatsoever. Even if we reached a state where image and video generation models could take you 90% of the way to a finished product, that 10% is still going to take professional tools like what ADBE offers to get it over the finish line.
Secondly, Adobe isn't just sitting on their hands; they are quickly deploying AI integration into their software suites. You aren't going to reach for another tool for gen-AI when Adobe is building an "all-in-one", like they always have. Ideate, generate, directly edit and manipulate creative inside ADBE.
Third, ADBE is growing revenues at double digits YoY. Adobe’s AI-influenced ARR (existing or upgraded Adobe subscriptions where AI is embedded into the offering) grew from “over $3.5B” exiting FY2024 to “surpassed $5B” by Q3 FY2025, implying at least \~43% growth in less than a year, and by the FY2025 exit / early FY2026 setup Adobe said total new AI-influenced ARR exceeded one-third of its overall book of business.

I think people look at the previous report and see a pattern of correction and don’t see that with agentic workflow Ai Demand has accelerated at an unprecedented pace. The Antropic growth is unheard of in the history of mankind. 1000% annualized ARR growth.

Attention Reuters publie un accord massif qui va être le plus gros changement de jeu pour les sociétés minières grandes et petites dans le secteur de la 1- Defense = Antimony Tungsten 2- Vehicules electric = Lithium 3- Manufacture = Rare earth
Voici les meilleurs players smallcaps sur les terres US !
Defense > Antimony > Nova Minerals NVA ma favorite actuellement en developpement pour construire sa 1ere mine d antimony en Alaska avec le soutien du DOD
UAMY grande soeur de Nova
Resolution Minerals RML celle la va faire tres mal quand elle sera au Nasdaq car elle va passer d explorer a producteur Antimony/Tungsten grace a son acquisition
Vehicule Electrique, mince mais me G7 en parle comme priorité!
Au US Tesla a signé un deal de 4B avec LG SOLUTION pour des batteries, LG SOLUTION qui a signé avec Anson Resources ASN pour le Lithium !!
Manufacture, terres rares
USAR bien sur, c est une valeur sur ainsi que ARR en pennystock
Bref faites votre choix mais toutes ces valeurs ont des catalyseurs énormes pour 2026, pas ou pas de dettes, sur le territoire US, on le soutien du gov US et des subventions reçus ou en cours
Avec le G7 et ce qui arrive ces stocks sont des multi bagger

We are going higher .. mark my word. The Ai accelaror market both CPUs and GPUs changed drastically in the last 3 months. Antropic witnessed 1000% ANNUALISED growth in ARR IN THE LAST 3 months. From 9 billions to 40 billions in 3 - 4 months. This type of growth has never occurred in the history of mankind . It took salesforce 20 years to achieve it !

It would be a crime for AMD to drop after earnings while Intel is ripping this hard lol. AMD's products are way ahead of Intel's. Hyperscaler capex is ramping again, AI demand isn't slowing, and there are rumors Anthropic could be next after OpenAI and Meta since they're clearly GW-constrained and that bottleneck is dragging their ARR. Hard to see them not tapping AMD too. It feels different this time vs last quarter, when AI profitability was still an open question. Anthropic is basically a live case study showing the unit economics actually work.

Do you know people in person who hate Adobe? Because I know a lot of people that use their products and love them and wouldn’t use anything else, myself included.

You’ve not mentioned anything about the digital experience segment (about 25% of their revenue).
It’s just the same post as always, something along the lines of “AI is gonna take the creative jobs so less seats”. It’s an easy narrative to think but it just isn’t playing out.
You say that AI is already taking creative jobs, then where in the numbers is the loss of revenue. I think a lot of people are confusing a shit jobs market with AI taking jobs. Adobe has said that 40% of their top enterprise customers have doubled their ARR since 2023.
Adobe has about 1 billion users, but they don’t care if 90% of them don’t make the company money so no they don’t care about the 19 year old at home making memes…

I got burned already once by it.  I see a solid ARR prediction and a decent plan but that’s all about it.  The CEO hasn’t been the most trustworthy and they diluted at the absolute worst time which furthers my distrust in them. I want to believe so bad but they make it so hard which tells me to keep away. 

$DOCN
DigitalOcean Holdings reported strong Q1 2026 growth while reshaping its balance sheet and credit capacity. 
Revenue rose 22% year-over-year to $257.9 million, and ARR reached $1.03 billion, also up 22%. 
AI Customer ARR surged to $170 million, a 221% increase, and Million+ Dollar Customer ARR grew 179% to $183 million, underscoring rapid large-customer and AI adoption. 
Adjusted EBITDA was $104.6 million with a 41% margin and adjusted operating income was $64.0 million, a 25% margin, while GAAP net income fell to $15.8 million, a 6% margin, down 59% year-over-year. 
The company completed an 11.9 million share follow-on offering for $888.8 million in net proceeds and repaid $500 million of term debt, ending the quarter with $741.4 million in cash and $1.68 billion in total liabilities. 
It also amended its credit agreement to add $112.5 million of revolving capacity and $50 million of letter-of-credit sublimit, and raised its 2026 revenue outlook to $1.13–$1.145 billion, implying 25–27% growth, with 2027 revenue growth now expected to exceed 50%.

Rarely I've seen tickers with opinions more polarized than RZLV. It's like the whole investor community surrounding it either went all-in at 8$ and it's now a long-term bagholder or they went all in shorting it. No in-between except a few cases which include me. So I would like to attract a few valuable opinions from y'all that don't fall to the usual "scam company", "to the moon" remarks.
My thesis and the reason I invested in this company is simply because this year, and if not this the next, the eCommerce sector is going to try and test if the Agentic era of commerce is actually doable or it's just sci-fi. So I looked for exposure into a stock that wasn't a front-runner but still had more room upward than downward, and the choice fell to Rezolve.
Now, for those who never heard before about this company, i'll try to sum it up in a few points, encompassing both the bull and the bear case. But first to be clear, I state their mission: building the infrastructural layer of agentic commerce.
* They have several patents for specifically trained LLM, main name brainpowa. But by the code itself, it's probably just a standard LLM heavily trained on a decade of commercial data.
* They claim that their LLM provides 0% hallucinations, but their model it's still being deployed so we'll see.
* The CEO has dedicated his whole life to the eCommerce sector, starting and selling succesfully at least 3 different ventures. He did however have a central role in the bankruptcy of Powa.
* The company IPOed not even 2 years ago, and saw the first major contracts appear 1 year later. However, this means that to sustain its hypergrowth and M&A, they dilute, hard, and often.
* They have a strategic partnership with Microsoft and Google. While short reports claimed this was a lie, it isn't but still it's true the deal involve Rezolve paying its partner. Microsoft/Google will spend some to sell the Rezolve Suit to their customers while Rezolve will buy and pay for Microsoft/Google products.
* They build RezolvePay as their blockchain-based payment infrastructure. While they were among the first to do so, just recently VISA, Mastercard and other big players started the shift to stablecoins, which is going to steal market share from Rezolve.
* They claim a huge annual recurring revenue (ARR) for 2026. While they did exceed expectations for 2025, even reporting a profitable month in December 2025, it's still unclear whether this revenue comes only from acquiring new companies or succesfully selling, or upselling, their product.
* Building a digital commerce infrastructure requires a lot of different assets, which they are acquiring piece after piece, dilution after dilution and in some cases adding debt to their debts. But will it work? Will all the pieces of the puzzle combine in eCommerce suite customers are willing to pay for?
* They just claimed 60M$ revenue for the Q1. While this is great, the numbers are unaudited and verified only from the company itself.
* Insider buying is real, the CEO is deeply invested in the company. But, and it is a huge but, he recently acquired 8M shares out of 9M out of direct issuance from the company itself. He literally diluted all the shareholders to pocket 8M shares for pennies. While someone will claim exposure is exposure, this deliberately damaged an already damaged shareholder base without returning anything to the company.
On a more recent note, the company is currently running a campaign to complete the hostile takeover of Commerce, previously known as BigCommerce (CMRC), which would create a very big player in the sector. A long shot, CMRC is defending itself with all instruments at their disposal, but still it confirm Rezolve ambitions.
So, up to you now. I apologize for being overly concise or overlooking something, so feel free to add it in the comments and I will add it to the main post.

GF Overseas Electronics & Communications — AMD (AMD US, Buy): Key Focus Areas and Catalysts Ahead of Earnings Call
Buy rating, target price raised to US$465:
Following the recent share-price rally and Intel’s better-than-expected results, market expectations have already moved higher. However, we remain optimistic and outline the key issues to watch during and after the earnings call. Incorporating our updated pre-earnings preview and higher CPU/GPU shipment assumptions, we raise our 2026E/2027E EPS forecasts by 2%/6%, respectively. We lift our target price from US$311 to US$465, based on 38x 2027E P/E.
Strong CPU business and capacity:
We expect AMD’s data-center CPU business to grow 55%/48% YoY in 2026E/2027E, driven by:
1. CPU price increases in April / 4Q26;
2. ramp-up of the Venice platform in 3Q26;
3. market-share gains from product leadership and customer expansion.
In the near term, driven by cloud demand, we expect ODM server shipments to grow around 10% QoQ in 2Q. On the demand side, agentic AI is expected to drive the CPU-to-GPU ratio back toward a more balanced level, while AMD’s competitive advantage continues to expand with its N2-based Venice platform. Based on our ASE report published on April 29, we believe AMD has secured 160k–180k wafers of CoWoS capacity for 2027.
New partnership with Anthropic:
According to Wccftech’s April 17 report, supply constraints prompted Anthropic to sign an agreement with AMD to use MI450 chips. This could become a key focus of the upcoming earnings call. Unlike AMD’s five-year, 6GW partnerships with Meta/OpenAI in exchange for AMD warrants, we expect this collaboration to be more flexible in both GW scale and transaction structure. However, given Anthropic’s rapidly growing ARR, the first-year scale of the partnership could be larger.
MI455 progress:
Following our April 14 report, Demand Far Exceeds Supply, in which we noted a downward revision to MI455 shipments due to the complexity of its stacked design, we believe the supply chain is still maintaining its target of starting shipments in mid-3Q. Meanwhile, downstream readiness has improved with support from Wistron and Foxconn Industrial Internet. With multiple GW-scale customers including OpenAI, Meta, and Anthropic, we expect strong MI455 demand to continue into 2027/2028.
MI550 versus Rubin Ultra:
As stated in our March 31 report, we believe Rubin Ultra has been changed to a dual-chip design, with a second MCM version used to connect two sets of dual chips, while 16-high HBM4e may be revised down to 12-high due to capacity constraints. For AMD, given its experience in 2.5D/3D packaging, we believe MI550 remains on track, using a four-chiplet / 8-XCD package with 12-high HBM4e. Combined with the 2nm process node, MI550, as a single GPU, could deliver superior performance.