KDDI Corp. H1 Profit, Revenue Rise

KDDI Corporation launched 'SASE Gateway powered by Palo Alto Networks,' integrating its closed network (WVS2) with Palo Alto's Prisma SASE for enhanced Zero Trust security. The service, featuring SP Interconnect, aims to simplify security management and support AI-driven enterprises. KDDI positions it as a key milestone for its 2028 'KDDI AccelWaves Network' vision. Palo Alto Networks highlights the solution's role in secure digital transformation for Japanese enterprises.

Pelthos (PTHS) reported Q3 2026 net revenue of $15.2M, up 114% YoY, with Zelsuvmi treating 31,000 patients. Formulary coverage expanded to 70% of commercial lives. The company announced a deal with Castle Creek Biosciences, aiming to leverage synergies in dermatology and cell/gene therapy markets. Xepi and Xeglyze launches are planned for 2027.

Bitmine Immersion Technologies (BMNR) reported a $6.3B net loss for fiscal 2026, driven by $6.23B in unrealized losses on digital-asset holdings, primarily ether. The company held 5.9M ether tokens and 211 bitcoin at year-end. Operating revenue was $125M, with staking contributing 97%. MSCI's updated index rules may impact BMNR and other crypto-focused treasury firms, including Strategy (MSTR).

Cellectis reported a $101.1M net loss for the nine months ended September 30, 2026, up from $41.3M in 2025, with $149M in cash and deposits. The company expects funding to last into the second half of 2028. This follows a strategic shift to in vivo gene editing and restructuring.

Merck KGaA (MKKGY) reported Q3 earnings with accelerated growth, raised full-year guidance, and announced strategic investments. Key highlights include 5.1% organic sales growth, EUR 1.66B operating cash flow, and plans to acquire Silence Therapeutics. Management emphasized growth in biomanufacturing, semiconductors, and rare diseases, while noting Mavenclad's declining sales and softer demand in consumer electronics.

EZCORP (EZPW) reported Q4 revenue of $447M, beating estimates, with full-year revenue up 30% to $1.7B and adjusted EBITDA up 47% to $277M. Despite strong results, shares fell 4.13% due to concerns about labor costs and integration timing in Latin America. Insiders filed SEC disclosures, and short-sale activity increased ahead of the earnings release.