Supply & Demand

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Business

Merck Navigates Mixed Q4 2025 with Oncology Strength Offsetting Vaccine Slump, Sets Cautious 2026 Outlook

Merck & Co. reported a 5% rise in Q4 2025 revenue to $16.4 billion, powered by its blockbuster cancer drug Keytruda and animal health division. However, a steep 35% drop in Gardasil sales, attributed to weakened demand in Asia, highlighted regional vulnerabilities. The pharmaceutical giant issued initial 2026 guidance projecting modest growth while absorbing a significant one-time charge from its recent Cidara Therapeutics acquisition.

Business

Jack Henry Outperforms in Q4, Fueled by Core Processing Growth

Financial technology firm Jack Henry & Associates (JKHY) reported stronger-than-anticipated fourth-quarter revenue and profit, driven by steady demand for its core banking and processing solutions. The results underscore the company's resilience amid evolving digital demands in the financial sector.

Business

Skyworks Beats Q4 Estimates but Faces Inventory and Demand Headwinds

Skyworks Solutions (SWKS) reported stronger-than-expected Q4 revenue and profit, while issuing surprisingly upbeat near-term guidance. However, the wireless chipmaker continues to grapple with year-over-year sales declines and a notable build-up in inventory, raising questions about the sustainability of its recovery amid a cyclical industry downturn.