-- アラビアン・インターネット・アンド・コミュニケーションズ・サービス(SASE:7202、事業名:ソリューションズ・バイ・stc)は、サウジアラビア石油会社(SASE:2222、事業名:サウジアラムコ)の上流部門にスーパーコンピューターを導入する。 水曜日に発表されたプレスリリースによると、このスーパーコンピューターは、高度な地震探査データ処理と大規模な貯留層モデリングおよびシミュレーションを可能にすることで、石油大手サウジアラムコの炭化水素探査・回収における上流部門のコンピューティング能力を強化する。 サウジアラビアに拠点を置く情報通信技術サービス企業である同社は、3億7250万ドル規模のこのプロジェクトを2027年初頭までに完了させる予定だ。
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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GPN delivered solid Q1 2026 results with adjusted EPS of $2.96 vs. $2.69 a year ago, beating consensus by $0.15, while adjusted net revenue rose 29.5% to $2.86B, a $40M beat. On a normalized basis including pre-acquisition Worldpay results, growth was 5.5% (4.5% constant currency), aligning with guidance expectations. The quarter demonstrated strong operational leverage with 110 bps margin expansion to 39.9% on a normalized basis, showcasing benefits of GPN's streamlined model following the Worldpay acquisition and Issuer Solutions divestiture. Management noted results exceeded expectations despite evolving macroeconomic conditions, emphasizing advantages of a diversified business model and global capabilities. GPN announced a $500M accelerated share repurchase and expects over $2B in total shareholder returns through buybacks and dividends in 2026, with a $0.25 quarterly dividend maintained. We view the strong Q1 performance as validation of the transformation execution capabilities.
Research Alert: Jci: Earnings Well Ahead Of Consensus; Fy 26 Eps Guidance Raised
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:JCI reported strong Q2 FY 26 results, with adjusted EPS of $1.19 surging 45% Y/Y and beating consensus by $0.07, while sales rose 8% to $6.14B (organic +6%). Adjusted EBIT margin expanded 310 bps to 15.5%, driven by strong volumes, favorable pricing, and productivity improvements, with particularly robust performance in EMEA and Asia-Pacific. The company's backlog reached $20.0B (+26% organically), fueled by a 30% organic surge in orders as customers accelerated investments in data center projects. Management raised FY 26 adjusted EPS guidance to ~$4.85 (from ~$4.70), above the $4.76 consensus, while lifting organic sales growth expectations to ~6% from mid-single digits previously. Despite the strong results, JCI shares declined 2% in pre-market trading as Q3 adjusted EPS guidance of ~$1.28 was merely in line with consensus. We believe continued momentum in data centers and building automation will drive growth, but we note the company's history of conservative guidance may have tempered investor enthusiasm.