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Solid Close to FY ’25 but Q1 Guidance Falls Short

Peraso (PRSO) capped off FY ’25 with a solid Q4 performance. Revenue was approximately in line with our estimate and consensus and reflected robust growth in mmWave product sales relative to the prior year period.

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Peraso Inc. (PRSO)Kevin LiuMarch 17, 2026mmWave, 60 GHz, Semiconductors, Fixed Wireless Access
Q4 '25 Earnings Preview

Peraso (PRSO) reports Q4 ’25 results on Monday, March 16, after the market closes. We remain comfortable with our estimates for the quarter, which are largely in line with consensus and management’s guidance.

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Peraso Inc. (PRSO)Kevin LiuMarch 13, 2026mmWave, Fixed Wireless Access, Semiconductors
Acquires Point Solutions Group

Yesterday morning, DHI Group (DHX) announced that the company has acquired Point Solutions Group, a staffing services provider catering to the aerospace and defense, cybersecurity and other government services verticals.

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DHI Group (DHX)Kevin LiuMarch 3, 2026ClearanceJobs, IT Staffing
Year-End Budget Flushes Yield Another Big Beat

NetScout’s (NTCT) fiscal Q3 ’26 results topped our estimates and consensus as customer budget flushes fueled a pull-forward in orders originally anticipated during the current quarter.

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NetScout Systems (NTCT)Kevin LiuFebruary 6, 20265G, Service Assurance, Cybersecurity, Omnis
Cleared for Takeoff

DHI Group’s (DHX) Q4 ’25 results exceeded our estimates and consensus. Revenue from each of the company’s platforms outpaced our expectations, which combined with lower sales and marketing expenses, drove a significant beat on both the adjusted EBITDA and non-GAAP EPS lines.

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DHI Group (DHX)Kevin LiuFebruary 5, 2026Career Marketplace, Dice, ClearanceJobs, IT Staffing
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