Shares in Celebrus Technologies PLC (AIM:D4T4, OTC:DFORF) rose 12% after the data software group announced two significant contract wins, adding $1.1 million to its annual recurring revenue and pushing total ARR close to $20 million. The first contract, a three-year deal with a European bank undergoing a digital overhaul, will see the Celebrus Cloud platform used to power hyper-personalised customer experiences.
I remain Buy-rated on Extreme Networks, as its cloud-first, subscription-led transformation is delivering ARR growth, improved margins, and strong free cash flow. Despite some SaaS growth deceleration and margin pressure from product mix, the long-term drivers and strategic partnerships remain intact and compelling. Key watchpoints are ARR reacceleration, Platform ONE's enterprise traction, and maintaining gross margins above 61% as the business scales.
NBIS posts 385% Q1 revenue growth, eyes up to $1B ARR for 2025 as AI demand surges and global expansion accelerates.
Blistering Growth from a Standing Start Confirms Rezolve Ai's Position at the Forefront of Enterprise AI, with Strategic Partnerships from Microsoft and Google Blistering Growth from a Standing Start Confirms Rezolve Ai's Position at the Forefront of Enterprise AI, with Strategic Partnerships from Microsoft and Google
ARR, BICP and FNF have been added to the Zacks Rank #5 (Strong Sell) List on June 11, 2025.
CYBR's $1.22 billion ARR, strong subscription gains, and Secure AI Agent debut fuel its identity security momentum.
VERO BEACH, Florida, May 29, 2025 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced the June 2025 cash dividend for the Company's Common Stock. June 2025 Common Stock Dividend Information Month Dividend Holder of Record Date Payment Date June 2025 $0.24 June 16, 2025 June 27, 2025 Certain Tax Matters ARMOUR has elected to be taxed as a real estate investment trust (“REIT”) for U.S. Federal income tax purposes.
Despite unpredictable interest rates, ARR.PR.C offers a compelling yield advantage over Treasuries, currently yielding 8.56%, about 400bp above the 10Y Treasury. ARR's strong capital cushion and management's satisfaction with the fixed coupon make a near-term call of ARR.PR.C unlikely, supporting long-term income stability. Our fixed-income strategy, focused on discounted preferred equities like ARR.PR.C continues to outperform long-term bonds, even as rate predictions prove unreliable.
ON24 continues to lose customers, ARR, and revenue, with little evidence of AI-driven innovation or turnaround despite management's claims. ONTF faces intense competition from stronger players like Zoom and struggles to retain recurring revenue, with only half of ARR on multi-year contracts. Profitability is worsening, with negative adjusted EBITDA and ongoing cash burn, making ON24's low valuation a reflection of market distrust.
Downgrading Rapid7 to Hold as near-term demand remains soft and legacy segment weakness persists, despite long-term growth levers and improving execution. Q1 results were mixed: ARR grew 4% year-over-year, but legacy vulnerability management continues to decline, offsetting strong Detection & Response growth. Platform innovation, international expansion, and go-to-market optimization position Rapid7 well for the future, but macro headwinds are delaying meaningful ARR acceleration.
I recommend a hold on ARR due to its attractive dividend yield balanced by risks from interest rate uncertainty and high leverage. Dividend coverage appears adequate short-term, but discrepancies between GAAP and non-GAAP earnings raise long-term sustainability concerns. ARR's financial performance is hindered by high leverage and interest rate sensitivity, limiting growth and increasing risk in current conditions.
HIGHLIGHTS Channel sampling across Cowboy State Mine returned TREO grades up to 13,651 ppm (1.37%) 15 of 106 samples exceeded 4,500 ppm TREO Magnet rare earth oxides (MREO) averaged 1,023 ppm, approximately 28% of total TREO composition Heavy Rare Earth Oxides (HREO) averaged 464 ppm, representing ~13% of TREO composition Results will be incorporated into the resource model in support of Pre-Feasibility Study, which remains on track for completion in late 2025 DENVER, May 08, 2025 (GLOBE NEWSWIRE) -- American Rare Earths Limited (ASX: ARR | OTCQX: ARRNF | ADR: AMRRY) (ARR or the Company) is pleased to report the results from a mapping and channel sampling program across the Cowboy State Mine (CSM) area, part of the Halleck Creek Rare Earths Project in Wyoming. A total of 106 channel samples were collected across Red Mountain by geologists from Wyoming Rare (USA) Inc (WRI), ARR's wholly owned U.S. subsidiary, in collaboration with technical support from Geosyntec.