Research Feed
ClearanceJobs Turnaround: Sales Execution + Defense Budget Catalyst
DHX posted Q4 2025 results that confirm an execution turnaround at ClearanceJobs, the company's higher-margin defense hiring platform. The stock jumped 15% on earnings, but the market may still be underpricing the convergence of fixed sales execution + accelerating defense budgets. ClearanceJobs inf
Anterix 8-K: CPS Energy spectrum license closes, earnings Feb 10 reveal pipeline velocity
Date: 2026-02-02 Form: 8-K (Item 8.01 - Other Events) Anterix closed $13M spectrum license sale to CPS Energy (San Antonio municipal utility). First AnterixAccelerator customer. Company now has 8 utility customers across 15 states, 93% Texas coverage. Thesis-confirming, not thesis-changing. CPS Ener