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X @Bloomberg
Bloomberg· 2025-08-14 13:20
RT Bloomberg Live (@BloombergLive)We welcome @ArmisSecurity's Yevgeny Dibrov to the #BloombergTech program where he will talking all things cybersecurity.To find out more, join us in London on 10/21: https://t.co/7ljEm4Rc4S https://t.co/h60BaeBwPW ...
X @Decrypt
Decrypt· 2025-08-13 14:50
Jimmy Su, chief security officer at Binance, explains how the exchange detects North Korean hackers masquerading as job applicants.Read more: https://t.co/CNbvFIX4Mj ...
X @Anthropic
Anthropic· 2025-08-08 17:03
We joined the Pledge to America's Youth along with 100+ organizations committed to advancing AI education.We'll work with educators, students, and communities nationwide to build essential AI and cybersecurity skills for the next generation.WHOSTP47 (@WHOSTP47):Over 100 companies and nonprofits have now signed the @WhiteHouse's Pledge to America's Youth: Investing in AI Education.As part of the Pledge, organizations will make AI education resources available for young people and teachers nationwide - this i ...
CDW's Q2 Earnings Top, Revenues Up Y/Y on Strong Core & Global Demand
ZACKS· 2025-08-06 15:01
Core Insights - CDW Corporation reported second-quarter 2025 non-GAAP EPS of $2.60, exceeding the Zacks Consensus Estimate of $2.49, with a year-over-year increase of 3.9% [1][9] - Net sales for the quarter reached $5.98 billion, reflecting a solid 10.2% year-over-year growth, with a 9.8% increase on a constant currency basis [2][9] Financial Performance - The Corporate segment's net sales were $2.6 billion, up 17.6% year-over-year, while the Small Business segment reported $431 million in net sales, a 12.6% increase [7] - The Public segment generated $2.3 billion in revenues, representing a 2.2% growth, driven by a 24.1% increase in Healthcare and a 2.7% increase in Government, offset by a 10.9% decline in Education [7] - Gross profit grew 4.9% year-over-year to $1.24 billion, but gross margin declined from 21.8% to 20.8% due to pricing pressures [11] - Non-GAAP operating income increased 1.8% year-over-year to $519.7 million, with non-GAAP operating margin falling to 8.7% from 9.4% [11] Market Dynamics - Growth was supported by strong demand in IT lifecycle services, device refresh cycles, and international markets [9] - CDW's customer-focused approach and extensive product portfolio are crucial for addressing complex technology needs across the IT stack [4] Future Outlook - CDW aims to outpace U.S. IT market growth by 200–300 basis points on a constant currency basis, focusing on trends like cloud modernization and cybersecurity [5] - The company announced a quarterly dividend of 62.5 cents, payable on September 10, 2025 [5] Share Performance - Following strong demand across core commercial and international markets, CDW's shares rose 4.3% in pre-market trading on August 6 [6] - Over the past year, CDW's shares have declined by 21%, compared to a 3.1% decline in the Zacks Computers-IT Services industry [6] Balance Sheet and Cash Flow - As of June 30, 2025, CDW had $481 million in cash and cash equivalents, with long-term debt remaining at $5.623 billion [13] - For the first half of 2025, CDW generated $443.1 million in cash flow from operating activities, down from $589.9 million a year ago [13]
Masimo(MASI) - 2025 Q2 - Earnings Call Transcript
2025-08-05 21:32
Masimo (MASI) Q2 2025 Earnings Call August 05, 2025 04:30 PM ET Company ParticipantsEli Kammerman - Vice President of Business Development & Investor RelationsKatie Szyman - CEO & DirectorMicah Young - Executive VP & CFORick Wise - Managing DirectorMatt Taylor - Managing DirectorJayson Bedford - MD - Medical TechnologyConference Call ParticipantsMarie Thibault - MD & Medical Technology and Digital Health AnalystJason Bednar - MD & Senior Research AnalystMichael Polark - Senior Equity Research AnalystVik Cho ...
X @Bloomberg
Bloomberg· 2025-08-01 14:44
“We need to maintain the security of the cyberspace and we cannot allow ‘infected’ chips to be put to work,” says China's People’s Daily https://t.co/3XrCmd0gUt ...
X @Decrypt
Decrypt· 2025-07-28 19:30
Cybersecurity Threat - A cybersecurity firm reported that the PC game Chemia was loaded with crypto-jacking malware [1] - The game Chemia has been removed from Steam [1]
X @TechCrunch
TechCrunch· 2025-07-28 18:56
New York state cyber chief calls out Trump for cybersecurity cuts | TechCrunch https://t.co/aLSHWroUDT ...
X @Anthropic
Anthropic· 2025-07-15 19:22
At @SenMcCormickPA’s Pennsylvania Energy and Innovation Summit, we announced $2M for @CarnegieMellon programs to advance AI energy solutions and cybersecurity education. ...
X @Bloomberg
Bloomberg· 2025-06-30 14:40
Threat Landscape - Iran-affiliated hackers pose a potential threat to critical sectors of the US economy [1]