LENSAR Reports Second Quarter 2025 Results and Provides Business Update

Lensar reported Q4 2025 revenue of $16 million, down 4% mainly from lower system sales, including weaker sales outside the U.S. The company placed 15 ALLY systems (12 U.S., 1 outside) and grew its installed base to just over 200 ALLY systems (+48%). Recurring revenue rose 17% to $12.7 million (79% of Q4 revenue). Gross margin was 43% ($6.9 million). Management said the Alcon acquisition termination restored independence and full title to a $10 million deposit; 2026 cash operating expenses are ex

Comcast and Disney reached an agreement to end the NFL Network blackout for Comcast Xfinity TV subscribers, resuming NFL Network and NFL RedZone in time for the 2026 season. The blackout began after their contract expired in late April. Disney owns 72% of ESPN, which took over NFL Media assets earlier this year. Terms were not disclosed.

Arbutus Biopharma (ABUS) received about $178 million from Moderna (MRNA) as its share of a $950 million noncontingent LNP patent settlement, with reimbursement of legal costs and an expected Q3 dividend tied to Genevant. ABUS reported Q1 2026 revenue of $179.1 million and net income of $169.7 million. Moderna reported Q2 2026 revenue of $145 million and a net loss of $782 million, plus FDA approval for mFLUSIVA.

IonQ (IONQ) said DARPA awarded a $28 million contract modification under its It’s About Time program to support production development and 25 Evergreen-05 optical atomic clocks, with a $30 million option for 100 additional clocks. IonQ plans to invest $15 million to scale manufacturing. The company cites timing performance for GPS-denied defense uses.

CanCambria Energy Corp. (TSXV: CCEC) reported an updated independent contingent resource evaluation for its 100% owned Kiskunhalas deep gas project in southern Hungary. Prepared by CHPE (effective June 30, 2026), it assumes $12.00/MMBtu TTF1 gas. Risked 2C Development Pending NPV10 rose 16% to US$2.04B from US$1.762B; 2C volumes are 571.9 Bcf and 59.6 MMbbl. First gas is targeted for mid-2027.

Fermi Inc. (NASDAQ:FRMI) said it executed a binding 222 MW turnkey data center lease with TensorWave TEX1 at its Project Matador campus in Texas. The phase one lease runs 15 years and is expected to generate about $6.5 billion in contracted revenue. Expansion rights could lift the partnership above 650 MW, with delivery starting in 2H 2027.