Core Insights - Maris-Tech Ltd. has entered into a Product Supply Agreement with One Stop Systems, Inc. to enhance its presence in the U.S. defense market [1][2][3] - The collaboration aims to provide OSS customers with advanced video and AI-based edge computing solutions for defense applications [2][3][4] - This partnership is part of Maris-Tech's broader strategy to expand its international sales network through regional collaborations [3][4] Company Overview - Maris-Tech is a leader in video and AI-based edge computing technology, focusing on intelligent video transmission solutions [5] - The company offers lightweight, low-power products that excel in raw data processing, image processing, and AI-driven analytics [5] - Maris-Tech serves various industries, including defense, aerospace, and homeland security, and is committed to innovation in mission-critical applications [5] Partner Overview - One Stop Systems, Inc. specializes in rugged AI-enabled solutions for edge computing, providing high-performance products for challenging environments [6] - OSS's offerings include ruggedized servers, AI accelerators, and storage solutions designed for mission-critical applications across multiple industries [6] - The collaboration with Maris-Tech allows OSS to enhance its product suite for U.S. defense customers, addressing evolving mission requirements [4][6]

Self-forming, self-healing mesh brings cameras and IoT onto one edge platform; on-site AI alerts—no cloud required; a blueprint for connected, intelligent worksites.NEW YORK, Aug. 19, 2025 (GLOBE NEWSWIRE) -- Safety incidents, delays, and equipment loss cost the global construction sector hundreds of billions each year. Against that backdrop, Veea Inc. (NASDAQ: VEEA) (“Veea” or the “Company”), a leader in intelligent edge infrastructure, and systems integrator Genesys Impact today announced a deployment for ...

Company Overview - Akamai Technologies, Inc. has partnered with Aptum, a managed hybrid cloud services provider, to address IT challenges and streamline cloud transition processes [1][8] - The partnership aims to enhance cloud-based application development and ensure cost efficiency [1] Industry Trends - Enterprises are increasingly focusing on cloud repatriation and sustainable cloud operations, with a notable rise in investments in cloud platforms that support generative AI workloads [2] - Hybrid cloud systems and edge computing applications with low latency requirements are driving demand for cloud services [2] Market Projections - The cloud computing market is expected to grow from $912.77 billion in 2025 to $5,150.92 billion in 2034, reflecting a compound annual growth rate of 21.2% [3] - Akamai is expanding its portfolio to leverage this market trend through innovation and strategic collaborations [3] Financial Performance - In Q2 2025, Akamai's Compute segment reported revenues of $171.4 million, an increase from $151.5 million in the same quarter the previous year [4] - The company is projected to generate $725 million in revenues for 2025, indicating a year-over-year growth of 15% [4]

Core Viewpoint - Maris-Tech Ltd. is showcasing its advanced AI-powered video intelligence and edge computing solutions at DSEI 2025, emphasizing its commitment to enhancing mission success in defense and homeland security markets [1][2]. Company Overview - Maris-Tech is a global leader in video and AI-based edge computing technology, specializing in intelligent video transmission solutions that address complex encoding-decoding challenges [3]. - The company offers miniature, lightweight, and low-power products that provide high-performance capabilities, including raw data processing, seamless transfer, advanced image processing, and AI-driven analytics [3]. - Founded by veterans of the Israeli technology sector, Maris-Tech serves leading manufacturers in defense, aerospace, intelligence gathering, homeland security, and communication industries [3]. Product Offerings - The company will present several key solutions at DSEI 2025, including: - **Diamond**: A MIL-STD ruggedized situational awareness platform for armored vehicles, offering 360° 3D perimeter coverage and advanced airborne threat detection [5]. - **Jupiter AI**: A miniature, lightweight, low-power AI-based edge computing solution that supports multiple video and AI streams simultaneously [5]. - **Opal**: A MIL-STD ruggedized tactical edge computing solution integrated with AI acceleration and streaming for ground and airborne operations over cellular communication [5]. - **Coral**: A compact and low-power intelligence gathering and tactical platform that supports multiple video streams over cellular communication [5]. - **Firebird F-100 5G**: A low bandwidth, low latency video encoder and decoder for cellular, mesh, and SATCOM networks [5]. Event Participation - Maris-Tech will participate in DSEI 2025, one of the largest defense and security exhibitions globally, taking place from September 9-12, 2025, at Excel London [1][2]. - The company aims to demonstrate its latest innovations that combine AI, edge computing, and advanced video technology to meet the needs of modern defense forces [2].

Summary of American Tower (AMT) Conference Call - August 12, 2025 Company Overview - **Company**: American Tower (AMT) - **Event**: TD Cowen's eleventh Annual Communications Infrastructure Summit - **Key Speaker**: Rich Rossi, EVP and President of the U.S. Tower Division Key Points and Arguments Leadership and Strategic Focus - American Tower has undergone a complete leadership change with new roles filled by internal candidates, creating opportunities for growth and innovation [8][9] - The focus is on creating durable long-term certainty for the business while maximizing customer value and revenue [11][12] - Emphasis on disciplined underwriting for inorganic growth opportunities and a product management approach to enhance margins across services [12][13] Industry Dynamics and Carrier Upgrades - The major carriers are at different stages of their upgrade processes, with one at 85%, another at 70%, and the last at around 50% completion towards 5G upgrades [14] - The upgrade process is expected to follow a three-phase model: coverage, quality, and capacity, with current activities aligning with earlier projections [15][18] - Carriers are likely to accelerate their upgrades to catch up with peers, indicating a competitive drive to enhance service quality [21][22] Application Volumes and Leasing Activity - The mix of amendments versus new colocations still heavily favors amendments, with a noted 200% increase in colocation activity [24][25] - The timeline for new colocations has improved, with a typical six-month period from application to installation, compared to longer timelines in the past [26][28] - The conversion rate of applications to revenue-generating contracts is complex due to holistic agreements that may not directly correlate with individual applications [30][32] Financial Guidance and Market Outlook - New leasing guidance has been updated to approximately $160 million, with organic growth expectations around 4.3% [37][38] - There remains execution risk in achieving these targets, particularly with variable a la carte business impacting revenue [39][40] - Long-term guidance for U.S. organic growth remains unchanged, with a focus on understanding customer plans and potential churn risks [42][45] Impact of AI and Future Technologies - AI is expected to drive future demand for mobile infrastructure, particularly with low-latency applications becoming more relevant [80][81] - The potential for increased video traffic due to AI applications could necessitate further infrastructure investment [84] Cost Initiatives and Operational Efficiency - American Tower aims to achieve 80 basis points in cost savings through global operational synergies and improved processes [88][90] - The integration of CoreSite is seen as a significant step towards enhancing capabilities in the data center space and supporting edge computing initiatives [97][98] Relationship with Key Customers - The relationship with U.S. Cellular is under review, with upcoming lease renewals in 2026 being a critical factor for future revenue [66][68] - The company maintains a positive relationship with Boost despite external challenges, focusing on contracted minimums in revenue projections [74][75] Additional Important Insights - The company is positioning itself for future edge computing opportunities, with ongoing developments in Tier 2 markets [93][95] - The interplay between tower and data center operations is crucial for maximizing growth potential in the evolving telecommunications landscape [96][98]

Summary of American Tower's Conference Call Company Overview - **Company**: American Tower - **Industry**: Telecommunications Infrastructure Key Points and Arguments 1. Strategic Focus and Investments - American Tower aims to transition from a passive tower business to a more technical and integrated infrastructure model, including investments in data centers and satellite technology [4][5] - The acquisition of CoreSite in 2021 is a significant part of the capital plan, focusing on data centers and edge computing [5][8] 2. Edge Computing and Data Centers - The company is developing edge facilities, with a notable project in Raleigh, to support the growing demand for localized data processing [9][12] - Initial investments in small edge facilities did not meet expectations, leading to a strategic pivot towards larger, modular facilities that can support higher power densities [14][16] - The focus on power as a service is critical, especially in regions like Africa, where power constraints drive the need for localized solutions [5][16] 3. Convergence of Wireless and Wireline Networks - The convergence of wireless and wireline networks is seen as essential for future growth, particularly with the advent of 5G and anticipated 6G technologies [11][12] - The company believes that distributed computing will become increasingly important as data gravity shifts towards edge locations [12][22] 4. Satellite Technology and Competitive Landscape - American Tower views its investment in AST Space Mobile as complementary to its tower business, enhancing connectivity in underserved areas without replacing existing infrastructure [31][32] - The company anticipates that satellite technology will provide a thin layer of coverage, particularly in rural areas where building towers is economically unfeasible [32][36] 5. Spectrum Opportunities - The recent tax bill granting the FCC auction authority is expected to create new opportunities for American Tower, particularly in acquiring spectrum for future deployments [40][41] - The company is focused on several key frequency bands, including the upper C band, which is anticipated to drive new deployments and enhance capacity [43][44] 6. Future of 5G and 6G - The rollout of 5G has been slower than expected, but the company sees potential for monetization as new devices and applications emerge [53][56] - The transition to 6G is viewed as a necessary evolution, integrating telecommunications and computing at the edge to enhance user experiences [57][58] Additional Important Insights - The company is actively harmonizing datasets from various global operations to improve efficiency and productivity through AI [27][28] - There is a recognition of the challenges in transforming legacy systems to meet modern requirements, particularly in terms of power and cooling [22][23] - The need for shared infrastructure and community-based solutions is emphasized, particularly in academic and research settings [24][30] This summary encapsulates the key themes and insights from the conference call, highlighting American Tower's strategic direction, industry challenges, and future opportunities.

汉城, Aug. 11, 2025 (GLOBE NEWSWIRE) -- DEEPX成立于2018年，总部位于韩国京畿道城南市，是一家专注于人工智能和物联网技术的韩国公司，致力于开发高性能AI半导体和计算解决方案的底层技术，使所有电子设备实现智能化。其产品组合拥有370项专利，被《EE Times》评为"硅谷100强企业"，奖和多项CES 2024创新奖。 DEEPX基于文档智能引擎PaddleOCR 3.0中的PP-OCRv5模型，与其自研的超低功耗系列AI芯片DX-M1，携手推出面向全球工业场景的高性能智能识别方案。DX-M1芯片采用5nm工艺技术，采用PCIe Gen3 M.2 M-Key界面，具备高达 25 TOPS的卓越运算效能，以及高准确度、低功耗、低温度等性能表现。DX-M1支持单个芯片上超过16个通道的多通道视频数据实现每秒超过30帧的实时AI计算处理，并能同时处理多个AI算法，如文字识别和版面分析，可应用于各种嵌入式系统，其巨大潜力在CES 2024创新奖的嵌入式技术和机器人两个领域均获认可。 PP-OCRv5是面向大模型时代多模态需求、聚焦多语言多场景识别的轻量级端到端文字识别方案。该方 ...

Financial Data and Key Metrics Changes - The company achieved net revenue of $6.3 million, up 7% sequentially and 35% year over year [4] - Gross margin improved by 200 basis points sequentially and over 1,100 basis points year over year, reaching 58.1% [5][16] - Operating expenses declined by 15% year over year, totaling $5.8 million [5][18] - The net loss for the quarter was $2.1 million, or $0.08 per diluted share, compared to a net income of $1.1 million in the same period last year [19] Business Line Data and Key Metrics Changes - SRAM sales continued to rise, driven by demand from AI chip emulation systems, but faced supply chain constraints impacting 2026 sales [9][10] - Sales to KYEC were $267,000, down from $1 million a year ago, while sales to Cadence Design Systems increased to $1.5 million from zero in the same period last year [15] - Defense and military sales accounted for 19.1% of first-quarter shipments, down from 31.9% a year ago [15] Market Data and Key Metrics Changes - The company is experiencing strong demand for high-performance SRAM chips, particularly from hyperscalers in the AI sector [9] - Extended lead times due to supply chain issues are affecting the ability to fulfill orders, but forecasts from major customers remain solid [10][16] Company Strategy and Development Direction - The company plans to target high-growth opportunities in the satellite and edge computing sectors, leveraging AI capabilities [7] - There is an emphasis on advancing the development of the Gemini II chip and preparing for the next-generation APU, Plateau [8][20] - The company is evaluating strategic options to secure necessary capital for product development [20] Management's Comments on Operating Environment and Future Outlook - Management acknowledged supply chain challenges due to tariffs affecting assembly operations, particularly in Taiwan [24] - The company expects net revenues in the second fiscal quarter to range between $5.9 million and $6.7 million, with gross margins between 56% and 58% [20] Other Important Information - The company ended the first quarter with a cash position of $22.7 million, up from $13.4 million at the end of the previous quarter [19] - The company is actively working with the Board and advisors to evaluate strategic alternatives for efficient scaling [7][20] Q&A Session Summary Question: Can you provide more color on the supply chain issues? - The transition of assembly operations from China to Taiwan due to tariffs has affected capacity and lead times [24][25] Question: Will that end up making customers possibly order earlier? - Yes, customers are being informed to adjust their ordering patterns to avoid delays [26][27] Question: Sales to KYEC seemed weak this quarter. Can you comment on that? - Inventory levels have stabilized, but orders were not fulfilled within lead times due to supply chain issues [30] Question: What type of product are you shipping to Cadence? - The company is shipping emulation systems that support the design of AI chips [31] Question: What are the trading windows for the ATM? - The trading window opens two days after the earnings call and closes on the fifteenth of the last month of the quarter [32]

Financial Data and Key Metrics Changes - Sales increased by 9.9% year on year to approximately $63 million [2] - Gross profit grew by 10.1% year on year to about $35 million, with a gross profit margin of 55.5% [2] - Profit before tax rose by 17% year on year to $26.6 million, while net profit increased by 13.4% year on year to $21.7 million [3] - Diluted EPS was $1.96 per share, with an interim dividend declared at the same payout ratio of 80% as in the past [3] Business Segment Data and Key Metrics Changes - Sales from the Fixed First Connectivity segment decreased by 13% year on year to $7.6 million [4] - Sales from the Mobile First Connectivity segment increased by 14.4% year on year to $36.8 million [4] - Warranty and support services revenue grew by 6.9% year on year to $13.4 million, while software licenses revenue surged by 33.8% year on year to about $5 million [4] Market Data and Key Metrics Changes - Sales in the EMEA region increased by 39.2% year on year to $20.5 million [5] - Asia Pacific sales rose by 44% year on year to $5.9 million, while sales in other regions, mainly Australia, increased by 25% year on year [5] - Sales to North America decreased by 6.4% year on year to $34 million due to uncertainties with trade policies [5] Company Strategy and Development Direction - The company is optimistic about the growth in the EMEA region, which is expected to become a strong growth driver [11] - New product launches are planned, including innovative products that have no similar offerings in the market [13] - The company aims to expand its software offerings and create new subscription packages to enhance its ecosystem [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the overall demand for products in North America despite temporary shipment limitations [5] - The company is focusing on building dedicated products for non-US markets to enhance competitiveness [40] - Management emphasized the importance of creating value for customers and the long-term goal of becoming a connectivity company rather than just a networking company [117] Other Important Information - Recurring revenue increased by 12.5% year on year, accounting for 28.1% of total sales [6] - The number of devices with subscriptions increased by almost 18% year on year, with a take-up rate of 36.5% [6] - The company maintains a healthy balance sheet with a net cash balance of $53 million as of June 2025 [10] Q&A Session Summary Question: Can you elaborate on the situation regarding the US markets and shipments? - Management clarified that shipments were temporarily halted due to uncertainties about tariffs but have since fully resumed [20][22] Question: How significant is the new partnership with Iridium compared to Starlink? - Management indicated that while Iridium is trusted by traditional customers, Starlink has stronger momentum, and the revenue from Iridium is expected to be smaller [24][26] Question: What changes have occurred in the product structure, especially with Starlink? - The company now offers a full range of Starlink products and plans to launch a new integrated product called AntennaMax [32][34] Question: What is driving the strong growth in the EMEA region? - The transportation market in Europe is undergoing extensive upgrades, creating demand for connectivity solutions [39][40] Question: What steps have been taken to increase the subscription take-up rate? - Increased awareness among partners and addressing bottlenecks in the purchasing management portal are key strategies [43][44] Question: How does the company view the future of edge computing? - Management sees edge computing as a trend that will expand the ecosystem and enhance product stickiness, but revenue implications are still being explored [101][104] Question: What is the monetization strategy for the SpeedFusion Connect app? - The current focus is on user adoption rather than immediate monetization, with plans to explore charging in the future [115] Question: How does the company plan to position itself in the next 5 to 10 years? - The long-term goal is to become a connectivity company, expanding beyond just networking products [117]

Financial Performance - Revenue increased by 9.9% year-over-year, from $57298 thousand in 2024 to $62943 thousand in 2025[52] - Net profit increased by 13.4% year-over-year, from $19103 thousand in 2024 to $21665 thousand in 2025[52] - Software Licenses revenue saw a significant increase of 33.8% year-over-year, driven by strong growth of software subscriptions[53] - Recurring revenue increased by 12.5% year-over-year, from $15732 thousand in 2024 to $17698 thousand in 2025, accounting for 28.1% of total sales[58, 62] Business Growth and Partnerships - The number of Authorized Peplink & Starlink Solution Providers (ASPs) increased by 33%[22, 23] - The company is collaborating with Starlink, providing access to Starlink's product suite and user base[16] - The company entered into an agreement with Iridium to cross-promote solutions, opening opportunities for technical collaboration and cross-selling[21] Market Trends and Product Development - The company is focusing on edge computing, evolving routers into "intelligent edge nodes" for data processing[32, 33] - The company is developing new FWA-centric products and subscriptions to capitalize on the growing Fixed Wireless Access market[37, 38] Ecosystem and Verticals - The number of devices under subscription increased by 17.7% year-over-year[50] - The subscription take-up rate increased to 36.5% as of June 30, 2025, compared to 34.1% in December 2024[50, 62] - Top verticals by number of deals won include Enterprise (25%), Public Services (18%), and Maritime (10%)[45]