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Perimeter Group: 3Q26 Business Recap

Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI supply in-house after Flexsys disruptions.

PRM $4.8B
Speedwell Memos

From X

@convequity

Convequity on X

In our view, $MNDY needs customers to pay for agent work, not just human seats. MNDY sits on Route 2 of our SaaS Survival Scorecard, contested optionality. Sticky workflows help, but coordinating other SaaS applications is increasingly something an external agent can do. An agent can now perform much of the typing, summarising and routing that once required someone to open a board. MNDY's opportunity is to capture customers' unwritten knowledge of how work gets done, which could make its agents harder to replace. We estimate AI ARR at $20-30 million, well behind selected AI-native leaders despite an established customer base. We think growing revenue-linked work could outweigh human-seat losses if MNDY captures enough revenue through API capacity, AI credits and future agent charges. A larger investment case requires evidence that paid agent work can sustain growth and attractive margins.

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Post Q3 EVC Update

EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.

EVC $832M
Nat Stewart - Stock Picking Newsletter 23 clicks

Entravision Q3 Update

Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…

EVC $832M
The Value Road 4 clicks

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B
Speedwell Memos 3 clicks

AMD Q3 FY26, Annotated

AMD's Q3 revenue rose 45% to $13.4 billion as data center reached $8.5 billion, 64% of sales, driven by EPYC and Instinct ramps.

AMD $660B
Chipstrat 2 clicks

GREAT DEC-TECTIVE WORK

Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…

DEC $900M
The Oak Bloke 2 clicks

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