Latest Technology News

Pathkey.AI says an independent expert used its Chipforge platform to turn written specifications into working FPGA hardware without assistance from the company or manual code changes. The validation comes as Chipforge moves into pre-production customer work, but 88.5 million performance rights will also vest and the company’s benchmark comparisons remain internally generated.

Arbitr Group has proposed a A$4.86 million capital raising to fund an organisational reset and push into enterprise AI, while warning that non-participating shareholders could face about 43% dilution. The plan also targets A$2 million in recurring annual cost savings and a calendar 2026 release for its Enterprise AI Context Engine.

Supermicro’s preliminary fiscal first-quarter sales nearly quadrupled year on year to US$19.9 billion, as net income reached US$1.59 billion. The company forecast fiscal 2027 revenue of US$72 billion to US$82 billion, although weaker sequential margins and negative operating cash flow add important qualifications.

Jack Henry delivered a stronger-than-expected fiscal first quarter, with revenue, operating income and earnings per share all accelerating year on year. Cloud, card, digital and faster-payments demand supported the result, while buybacks and higher borrowings shaped the capital picture.

Arista Networks delivered third-quarter revenue well above its own guidance, with sales reaching US$3.66 billion and GAAP net income hitting US$1.56 billion. The networking specialist is now guiding to as much as US$4.0 billion in fourth-quarter revenue as it expands its AI infrastructure portfolio.

Booking Holdings delivered strong third-quarter booking and adjusted earnings growth, but a US$900 million revenue reduction linked to an FTC matter pushed reported revenue and net income lower. Its fourth-quarter guidance also points to softer travel demand and continuing disruption from the Middle East conflict.

Zebra Technologies delivered a sharp third-quarter acceleration, lifted its full-year outlook and generated US$661 million of free cash flow in the first nine months. The gains came with pressure from memory costs, a lower gross margin and a sizeable current debt balance.

Waters delivered a stronger-than-expected third quarter, lifting every component of its 2026 guidance while organic growth accelerated across instruments, consumables and reagents. The company also acquired MOBILion Systems to extend its mass spectrometry technology into proteomics.

Broadridge delivered double-digit recurring revenue growth in fiscal first quarter 2027 and reaffirmed its full-year targets. But a digital asset loss, restructuring charges and weaker event-driven revenue pushed reported earnings and margins lower.

Gartner delivered stronger adjusted earnings and cash flow in the third quarter, while contract value growth accelerated and management raised its full-year 2026 outlook. The headline GAAP revenue decline was distorted by the sale of its Digital Markets operation.

Apple closed fiscal 2026 with record quarterly revenue of US$114.5 billion, 14% diluted EPS growth and an all-time Services sales high. The result was helped by tariff refunds, while the company’s next test will be converting its latest product cycle into sustained growth.

Keysight Technologies has tapped long-time finance executive Jason Kary to replace CFO Neil Dougherty, who is stepping down for personal reasons. The company has left its fiscal fourth-quarter outlook unchanged ahead of results on November 19.