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MSCI Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
ZACKS· 2025-10-28 18:51
Key Takeaways MSCI's Q3 adjusted EPS rose 15.8% year over year to $4.47, topping consensus estimates. Revenues climbed 9.5% to $793.4M, driven by subscription and asset-based fee growth. Operating margin expanded to 56.4%, supported by higher income and steady cost control. MSCI’s (MSCI) third-quarter 2025 adjusted earnings of $4.47 per share beat the Zacks Consensus Estimate by 2.29% and increased 15.8% year over year.MSCI's revenues rose 9.5% year over year to $793.4 million, missing the consensus estimat ...
KDP Q3 Earnings Meet Estimates, 2025 Sales Outlook Raised, Stock Up 8%
ZACKS· 2025-10-28 18:51
Key Takeaways Keurig posted Q3 sales of $4.31B, up 10.7% year over year and beat consensus estimates.Strong U.S. Refreshment Beverages growth and steady U.S. Coffee gains drove market share up.KDP raised its 2025 net sales outlook to high-single-digit growth while keeping EPS guidance unchanged.Keurig Dr Pepper Inc. (KDP) reported third-quarter 2025 results, wherein both the top and bottom lines improved year over year. Sales beat the Zacks Consensus Estimate and earnings met the same. Reflecting continued ...
Consumer Confidence Slips as Lower-Income Households Feel Strained
PYMNTS.com· 2025-10-28 18:49
Consumer confidence edged down in October as the outlook among Americans grew more cautious heading into the year’s final months. The latest Conference Board Consumer Confidence Index slipped by 1 point to 94.6, from 95.6 in September, marking its lowest level since spring. Beneath the headline number that was reported Tuesday (Oct. 28), a divergence emerged between current and future assessments of economic conditions and between income groups.By completing this form, you agree to receive marketing communi ...
Semler Scientific Deadline: SMLR Investors Have Opportunity to Lead Semler Scientific, Inc. Securities Fraud Lawsuit First Filed by The Rosen Law Firm
Prnewswire· 2025-10-28 18:49
To join the Semler Scientific class action, go to https://rosenlegal.com/submit-form/?case_id=39889 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is n ...
OpenAI Strikes Deal With Microsoft in For-Profit Switch
PYMNTS.com· 2025-10-28 18:49
Core Insights - OpenAI has restructured its for-profit arm into a public benefit corporation, resulting in Microsoft holding a 27% stake valued at approximately $135 billion [2] - A new definitive agreement has been signed between OpenAI and Microsoft, granting Microsoft exclusive intellectual-property rights to OpenAI technology until 2032 [3] - OpenAI is set to purchase an additional $250 billion worth of Microsoft's Azure cloud-computing services, although Microsoft will no longer have a right of first refusal as OpenAI's compute provider [3] - The new arrangement allows Microsoft to independently pursue artificial general intelligence (AGI) [4] - OpenAI's restructuring may pave the way for a potential public offering and attract more talent [5] - The partnership between Microsoft and OpenAI has been ongoing since 2019, with Microsoft investing a total of $14 billion [5] - OpenAI is currently involved in a legal dispute with Elon Musk's xAI regarding its corporate status and mission [6] - Microsoft’s valuation has surpassed $4 trillion, joining Apple in this valuation milestone [7]
Datavault AI Acquires API Media in All Cash Transaction
Globenewswire· 2025-10-28 18:48
Core Insights - Datavault AI Inc. has announced a definitive acquisition agreement to acquire API Media, enhancing its technology culture and capabilities in data activation and monetization [1][2] - The acquisition aims to strengthen Datavault's proprietary data-monetization ecosystem and expand its recurring-revenue base [2][3] - API Media's expertise in audio-visual technologies and IT services for large events will complement Datavault's offerings, particularly in AI and analytics [2][3] Company Overview - Datavault AI is a leader in data tokenization and monetization technologies, focusing on AI-driven data experiences in the Web 3.0 environment [3] - The company provides a cloud-based platform with solutions across various industries, including sports, entertainment, biotech, and healthcare [3] - Datavault's technology suite includes patented technologies for audio transmission and data management, enabling secure monetization and compliance [3] Strategic Implications - The acquisition of API Media is expected to accelerate Datavault's growth trajectory and enhance its market share in data-driven media and marketing [2][3] - The integration will provide Datavault with expanded expertise in digital media operations, audience intelligence, and revenue analytics [2][3] - This move positions Datavault as a global leader in data monetization and AI-enabled experiential events, creating new revenue streams for enterprise clients [2][3]
CrowdStrike and NVIDIA Redefine Cybersecurity with Always-On AI Agents Protecting the Nation's Digital Infrastructure
Businesswire· 2025-10-28 18:48
AUSTIN, Texas, & WASHINGTON--(BUSINESS WIRE)--GTC-- CrowdStrike (NASDAQ: CRWD) today announced it is collaborating with NVIDIA to bring always-on, continuously learning AI agents for cybersecurity to the edge through Charlotte AI AgentWorks, NVIDIA Nemotron open models, NVIDIA NeMo Data Designer synthetic data, NVIDIA Nemo Agent Toolkit, and NVIDIA NIM microservices. Expanding CrowdStrike and NVIDIA's work to build, power, and secure the agentic ecosystem, the latest collaboration will deliver. ...
Fed Confronts Dual Mandate Test  | Presented by CME Group
Youtube· 2025-10-28 18:47
[Music] With headline inflation ticking up to 3% year-over-year in September, its highest level since January, and the unemployment rate sitting at 4.3%, the Federal Reserve faces a classic dual mandate dilemma. Persistent price pressures clash with a slightly softer labor market where job gains have slowed and revised data reveal 911,000 fewer positions created from April 2024 through March 2025 than previously thought. Yet the Fed will likely prioritize jobs.Despite stubborn inflation, officials have sign ...
Commvault Shares Drop 15% Despite Higher Revenue In Q2
RTTNews· 2025-10-28 18:47
Commvault Systems, Inc. (CVLT) fell 14.72 percent to $148.51, down $25.64 during Tuesday trading, after reporting mixed second quarter results. The data protection and cloud backup company posted net income of $14.7 million, or $0.33 per share, compared with $15.6 million, or $0.35 per share, a year earlier. Commvault traded between $140.28 and $167.43 after opening at $160.59, compared with a previous close of $174.15 on the Nasdaq. Volume spiked to 1.79 million shares, nearly triple its average of 0.65 m ...
Alphabet vs. Snap: Which Digital Advertising Stock Has an Edge?
ZACKS· 2025-10-28 18:45
Core Insights - Alphabet (GOOGL) is a dominant player in the digital advertising market, while Snap (SNAP) is a smaller competitor. Both companies are expected to benefit from the increasing digital advertising spending, projected to account for 82.2% of total spending by 2030 [1] Group 1: Alphabet's Strengths - Alphabet's advertising revenues are bolstered by strong performance in search and YouTube, with Google holding over 90% market share in search [2] - The integration of AI in Alphabet's services enhances user experience and ad performance, with features like Circle to Search active on over 300 million devices [3] - AI-driven features in Google Search are leading to deeper user engagement, with queries being twice as long as traditional searches, and the AI Mode now available in over 200 countries [4] - YouTube's AI enhancements are improving recommendations and audience reach, with over 1 billion conversions driven by YouTube ads viewed on CTV screens in the past year [5] Group 2: Snap's Developments - Snap's advertising platform is evolving, with commerce-driven ad volume growing 39% year over year in Q2 2025, and new ad formats improving conversion rates [6] - The user base for Snap continues to grow, reaching 469 million Daily Active Users, an increase of 8.6% year over year [7] - Premium experiences, such as Snapchat+, are driving engagement, with the subscriber base nearing 16 million [8] Group 3: Comparative Performance - Alphabet's stock has increased by 61.5% year to date, while Snap's stock has decreased by 26.1% in the same period [9][13] - Earnings estimates for GOOGL show a projected increase of 23.4% from 2024, while SNAP's estimates remain steady with a 10.3% growth [11][12] - Valuation metrics indicate that both companies are overvalued, with GOOGL trading at a forward price/sales ratio of 8.81X compared to Snap's 2.08X [17] Group 4: Market Positioning - Alphabet is positioned strongly in the search and YouTube markets, benefiting from the growing adoption of new features [20] - Snap faces significant competition, leading to challenges in user retention and engagement [10]