Yazılar

Klarna Shares Drop on Rising Costs

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Klarna reported a quarterly net loss as rapid expansion drove up operating costs, prompting a sharp decline in its share price.

The company posted a net loss of $26 million for the fourth quarter, compared to a profit in the same period a year earlier. Despite this, revenue surpassed $1 billion for the first time, reflecting strong growth in its services.

Higher processing and funding expenses contributed to weaker-than-expected results, while the outlook for 2026 fell short of investor expectations.

Klarna’s leadership noted that upfront investments tied to growth are expected to yield returns over time as operations mature.

The fintech firm has also increased its use of artificial intelligence to streamline processes, allowing workforce reductions while boosting average employee compensation.

EPAM Shares Fall After Weak Outlook

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EPAM Systems saw its shares decline sharply after issuing a cautious outlook despite forecasting first-quarter results in line with market expectations.

The company projected first-quarter revenue between $1.38 billion and $1.40 billion, aligning with analyst estimates. Adjusted earnings per share are expected to range from $2.70 to $2.78.

However, investors reacted negatively to EPAM’s 2026 revenue growth guidance of 3 to 6 percent, which signals slower expansion compared to the 5 percent organic growth reported in 2025.

EPAM operates across IT consulting, cloud services and AI-driven transformation projects. While demand for digital modernization remains steady, the company’s conservative projections appear to reflect ongoing economic uncertainty.

Fourth-quarter performance exceeded expectations, with revenue reaching $1.41 billion and adjusted earnings per share of $3.26.

Despite solid recent results, the tempered growth outlook weighed on market sentiment.

Capgemini Beats Revenue Target on AI Push

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Capgemini reported stronger-than-expected 2025 revenue, driven by accelerating demand for AI-powered business services following the integration of newly acquired WNS.

The French IT services group posted revenue of 22.47 billion euros, surpassing its own growth guidance as fourth-quarter sales jumped 10.6%. Contributions from WNS and Clou4C played a major role in boosting performance.

Generative and agentic AI made up more than 10% of total bookings in the final quarter, doubling from earlier in the year. Capgemini has already identified around 100 cross-selling opportunities with WNS and secured a major intelligent operations contract valued at over 600 million euros.

Looking ahead, the company expects revenue growth of up to 8.5% in 2026, with acquisitions contributing nearly five percentage points. Operating margins are also forecast to improve slightly.

Capgemini plans to invest heavily in restructuring to align its workforce with rising demand for AI-driven services, positioning itself as a key enabler of enterprise-wide AI adoption.