Do I need to get to my >> Yes, always. >> Okay. This is severance.>> Peppa. >> We won't leave you alone in here. >> Okay.After you. >> All that security means we have a huge entourage following our every step into the heart of the data center. >> You use your phone every day. You use your computer.You watch the TV. you call your friends or family. So every time you do these type of actions, you use a data center.When we think about the cloud, we think it's virtual, it's imaginary, but in fact, it's actual c ...

Core Insights - Arrow Electronics has been awarded the 2025 Microsoft Distributor Partner of the Year for its exceptional work in delivering Cloud and AI solutions based on Microsoft platforms, positively impacting mutual customers globally [1][2] - The recognition highlights Arrow's innovative offerings, particularly ArrowSphere AI, which aids Microsoft channel partners in achieving sustainable growth through agentic selling and insight-driven execution [1][2] Company Overview - Arrow Electronics is a global technology solutions provider with 2024 sales projected at $28 billion and a net income of $392 million [5][7] - The company employs approximately 21,500 people and is headquartered in Centennial, Colorado [7] Industry Recognition - The Microsoft Partner of the Year Awards recognize outstanding Microsoft partners for their development and delivery of Microsoft Cloud applications, services, devices, and AI innovations, with over 4,600 nominations from more than 100 countries [2]

Core Insights - Amdocs Limited reported better-than-expected earnings for Q4, with earnings per share (EPS) of $1.83, surpassing the analyst consensus estimate of $1.82, and quarterly sales of $1.150 billion, exceeding the estimate of $1.146 billion [1][2] Financial Performance - For the first quarter, Amdocs expects adjusted EPS to be in the range of $1.73 to $1.79, which is below market estimates of $1.87. The company anticipates first-quarter sales between $1.135 billion and $1.175 billion, compared to market expectations of $1.153 billion [2] - Fiscal 2025 was highlighted as a significant year, with cloud-related activities achieving over 30% of total revenue and delivering double-digit growth. The company maintained strong profitability while committing to R&D [3] Market Reaction - Following the earnings announcement, Amdocs shares fell by 7.5%, trading at $77.64 [4] - Analysts adjusted their price targets for Amdocs, with B of A Securities and Stifel both maintaining a Buy rating but lowering the price target from $100 to $97 [6]

Core Insights - Amdocs Limited reported better-than-expected earnings for Q4, with earnings per share (EPS) of $1.83, surpassing the analyst consensus estimate of $1.82, and quarterly sales of $1.150 billion, exceeding the estimate of $1.146 billion [1] - For the first quarter, Amdocs anticipates adjusted EPS in the range of $1.73-$1.79, lower than market estimates of $1.87, and expects sales between $1.135 billion and $1.175 billion, compared to market expectations of $1.153 billion [2] - The company highlighted significant growth in cloud-related activities, which accounted for over 30% of total revenue, and emphasized improved profitability while maintaining R&D commitments [3] Stock Performance - Following the earnings announcement, Amdocs shares fell by 7.5%, trading at $77.64 [4] - Analysts adjusted their price targets for Amdocs after the earnings report, with B of A Securities and Stifel both maintaining a Buy rating but lowering their price targets from $100 to $97 [6]

Core Viewpoint - MIND C.T.I. Ltd has announced its third quarter results for 2025, highlighting a focus on innovation and operational excellence despite a challenging market environment. The company has also approved a share repurchase program to enhance shareholder value [1][12][13]. Q3 2025 Financial Highlights - Revenues for Q3 2025 were $4.8 million, a decrease from $5.2 million in Q3 2024, representing a year-over-year decline of approximately 7.7% [9]. - Operating income for Q3 2025 was $0.6 million, down from $0.7 million in the same quarter of the previous year [9]. - Net income for Q3 2025 was $0.7 million, or $0.03 per share, compared to $0.9 million, or $0.05 per share in Q3 2024 [9]. - Cash flow from operating activities was $1.2 million, an increase from $1.0 million in Q3 2024 [9]. - The cash position as of September 30, 2025, was $12.5 million [9]. Nine Months Financial Highlights - Total revenues for the first nine months of 2025 were $14.6 million, down from $16.2 million in the same period of 2024, indicating a decline of approximately 9.9% [9]. - Operating income for the first nine months was $1.3 million, compared to $3.1 million in the same period of the previous year [9]. - Net income for the first nine months was $1.7 million, or $0.08 per share, down from $3.4 million, or $0.17 per share in the first nine months of 2024 [9]. - Cash flow from operating activities in the first nine months of 2025 was $2.8 million, compared to $3.8 million in the same period of 2024 [9]. Revenue Distribution - In Q3 2025, revenue distribution was as follows: Europe 59% (with Germany's messaging segment contributing 36%), Americas 35%, and the rest of the world 6% [6]. - For the first nine months of 2025, revenue distribution was: Europe 60% (Germany's messaging segment 36%), Americas 33%, and the rest of the world 7% [8]. - Revenue from customer care and billing software was $2.3 million, or 47% of total revenues in Q3 2025 [7]. - Revenue from maintenance and additional services was $4.7 million, or 96% of total revenues in Q3 2025 [10]. Share Repurchase Program - The Board of Directors approved a plan to repurchase up to $2.4 million of outstanding ordinary shares, transitioning from an annual dividend to a share repurchase program [12][13]. - The decision reflects a commitment to disciplined capital allocation and shareholder value creation, with the belief that the buyback will deliver value without compromising growth plans [13].

Core Insights - Financial institutions are rapidly adopting AI agents for customer-facing processes, transforming interactions in banking and insurance sectors [2][3] - AI agents are projected to deliver up to $450 billion in economic value by 2028, indicating significant opportunities for the financial services industry [3] - A majority of firms are in the ideation or pilot stage of AI agent deployment, with only 10% having implemented them at scale [6] Adoption and Implementation - Key processes for AI deployment in banks include customer service (75%), fraud detection (64%), loan processing (61%), and customer onboarding (59%) [2] - Insurers prioritize customer service (70%), underwriting (68%), claims processing (65%), and onboarding (59%) [2] - 33% of banks are developing proprietary AI agents in-house, while nearly half are creating new roles to supervise these agents [3][8] Benefits and Opportunities - Executives believe AI agents can enhance efficiency in customer onboarding, KYC, loan processing, and claims management, with benefits including real-time decision-making (96%), improved accuracy (91%), and faster turnaround times (89%) [7] - 92% of executives see AI agents facilitating expansion into new geographies without heavy infrastructure costs [9] - 79% believe cloud-native AI agents can enable dynamic pricing and offers, enhancing revenue potential [9] Investment Trends - Nearly two-in-three executives allocate up to 40% of their generative AI budget to agent technologies, with expectations of increasing spending on AI agent solutions by up to 60% by 2028 [10] - A growing number of firms (25%) are considering a service-as-a-software model to manage AI costs effectively [12] Challenges to Adoption - Executives identify a skills gap (92%) and regulatory compliance burdens (96%) as major obstacles to AI adoption [11] - High implementation costs are also a barrier, prompting firms to explore new consumption and monetization models for AI [12]

It is interesting to note at this point the circularity of history here, albeit with a twist. Prior to 1973/74, the global oil industry had effectively been run by a small group of Western oil firms known as the ‘Seven Sisters’, as detailed in my latest book on the new global oil market order . These firms – comprised of the Anglo-Persian Oil Company (which changed its name in 1935 to the Anglo-Iranian Oil Company, and is now BP), Royal Dutch Shell, three iterations of Standard Oil (Standard Oil of Californ ...

Amdocs Limited NASDAQ: DOX Fiscal Q4 2025 Earnings Presentation November 11, 2025 Shuky Sheffer President & CEO Tamar Rapaport-Dagim CFO & COO Disclaimer The information contained herein in this presentation or delivered or to be delivered to you during this presentation does not constitute an offer, expressed or implied, or a recommendation to do any transaction in Amdocs Limited securities or in any securities of its affiliates or subsidiaries. This presentation and the comments made by members of Amdocs ...

Risk Management - The company is continuously working on managing third-party risk, especially concerning supply chain constraints [1] - Procedures are being put in place to handle potential backlog doubling and further supply tightening [1] Client Diversification - The company has significantly diversified its client base [2] - At the beginning of the year, 85% of revenue came from a single client [2] - Currently, no single client represents more than 35% of the company's backlog, a decrease from 50% last quarter [2] - Tremendous progress is being made on the contracting side [2] Supply Chain Diversification - No single data center provider represents more than 20% of the company's 29 gigawatts of power to be delivered over the next 24 months [3] - The company is focused on diversifying both clients and suppliers [3]

Now, Extreme Networks ringing the opening bell here at the NASDAQ today as the networking solutions company hosts its annual investor day here in New York City. The stock is up 7% this year amid scorching demand for cloud and AI infrastructure, positioning the company to compete with the likes of Cisco and Hillet Packard. Joining us here on set for more is Extreme Network CEO Ed Meer.Ed, great to have you with us. >> Thanks for having me. >> We don't often talk about Extreme, so can you just sort of give us ...