Key Takeaways BB's Secure Comms unit posted stable revenues, improved profitability and stronger cash flow metrics. Defense budgets and hybrid work trends are boosting demand for secure, sovereign communication tools. BB warns of near-term risks from political changes in key government markets like the U.S. and Germany.BlackBerry Limited (BB) continues to shift its focus toward enterprise software and cybersecurity. Its Secure Communications revenues of $67.3 million contributed nearly 50% of total revenu ...

June 12, 2025 09:09 PM GMT Software | North America Is AI Catalyzing an Oracle Back- Office Supercycle? Accelerating growth at Oracle Fusion and NetSuite catalyzed by AI suggest the Back-Office Supercycle is broadening out beyond just the SAP ecosystem, giving us incremental confidence in our high-conviction Overweight calls within our Office of the CFO coverage group (BL, OS, & VERX). Oracle (covered by Keith Weiss) reported a better-than-expected F4Q25 (4Q25 Results – Thinking Big (June 12, 2025)), especi ...

中国跨境电商SaaS市场 丨行业报告 核心摘要： 新兴市场在电商用户增量与交易活跃度提升方面将继续承担全球电商增长的主要驱动 力 2020至2024年间，全球电商市场总体保持扩张趋势，年均复合增长率达9.8%，但不同地区呈现出 截然不同的增长动能。北美电商市场在高消费能力、高电商渗透率、线上零售基础设施和生态完善 的支持下，电商用户人均消费额持续上升，电商市场规模继续保持强劲增长。东南亚在社交电商与 移动互联网驱动下，成为全球电商增速最快的区域之一。其用户基数庞大、渗透率快速攀升，增长 潜力巨大。欧洲市场虽保持稳定扩张，但由于市场结构性分散，电商渗透有进入瓶颈的态势，且地 缘政治风险、通胀预期使得消费者趋于理性，电商市场规模增速显著放缓。整体来看，2020-2024 年全球电商增长重心由传统发达市场向新兴区域加速转移，新兴市场在电商用户增量与交易活跃度 提升方面将继续承担全球电商增长的主要驱动力。 2020至2024年间，全球经济逐步修复，呈现出名义GDP持续增长、商品出口贸易总额阶段性震荡后 趋稳的格局。2023年起全球商品出口贸易增速放缓、全球商品出口总额占GDP的比重不再显著上 升，反映出在制造成本上升 ...

想象一下：你正在浏览社交媒体，看到一张震撼的图片或一段令人震撼的视频。它栩栩如生，细节丰富，让你不禁信以为真。但它究竟是真实记录，还是由顶尖 AI 精心炮制的「杰作」？如果一个 AI 工具告诉你这是「假的」，它能进一步解释理由吗？它能清晰指出图像中不合常理的光影，或是视频里一闪而过的时序破 绽吗？ 这种「真假难辨」且「知其然不知其所以然」的困境，正是当前 AIGC 时代我们面临的严峻挑战。随着 AI 生成的内容越来越逼真 ，传统的「黑箱式」检测工具 已难以满足我们对透明度和可信度的需求 。我们迫切需要能够同时处理图像和视频、并且能给出「诊断报告」的智能检测系统。正因如此，这篇论文提出了 「IVY-FAKE：一个统一的可解释性图像与视频 AIGC 检测框架与基准」 ，目标是让 AI 不仅能识别「李逵」与「李鬼」，更能清楚解释：是哪些具体的视觉伪影 （空间或时间上的），暴露了内容的「AI 基因」。 该工作由 π 3 AI Lab, 武汉大学，南京大学，斯坦福大学机构的多位研究人员合作完成。 论文标题：IVY-FAKE: A Unified Explainable Framework and Benchmark f ...

Nutanix (NTNX) Update / Briefing June 13, 2025 11:00 AM ET Speaker0 First, Thomas Cornelli. He's our v SVP of product management. Thomas joined Nutanix about five years ago and leads product strategy and product management across our portfolio, reporting to Rajiv, our CEO. He's been in Silicon Valley for close to twenty five years in a variety of product leadership roles at Veritas Symantec, GreenPlum EMC, Nexenta DDN, and Rubrik. And our other speaker is Dan Cerulli, senior director of product management. ...

不仅是青岛市政集团和城发集团合并组建市政开发集团，打造新型智慧城市建设运营集团，此前，国信 集团整合内部资源，成立青岛海洋发展集团，搭建一二三产联通融合的海洋产业生态体系；华通集团和 有关市属企业，对市属企业有关数据产业资源实施专业化整合，组建青岛数据集团；将饮料集团重组并 入青啤集团，实现强强联合，打造食品饮料产业赛道世界一流企业；市国资委配合市财政局整合市属企 业融资担保业务资源，组建青岛融资担保集团。 其中，去年11月海洋集团正式组建后，构建以现代渔业与食品、海洋药物与生物制品为支柱产业，以海 工装备等战略新兴领域为培育产业的五大产业体系。力争用3年时间，实现资产总额300亿元、收入120 亿元、利润10亿元，综合实力进入全国海洋产业集团前列，力争到2035年带动千亿级海洋产业集群发 展。 继青岛饮料集团重组并入青啤集团后，青岛市属国企整合再出大招。6月13日，青岛市政府新闻办召开 政策例行吹风会，介绍《青岛市市属企业主责主业管理办法》相关情况，会上透露，青岛市政集团和城 发集团合并组建市政开发集团，打造新型智慧城市建设运营集团。这背后的逻辑就是逐步解决同质化竞 争问题，有效提升资源配置效率，推进国有经 ...

are you thinking about using Axiom well before you do you need to watch this video that's because we're about to walk you through everything you need to know to get started on Axiom step by step so you can get the most out of this powerful DeFi trading terminal we'll also share some essential tips and tricks to help you trade safely and efficiently valuable insights you won't find anywhere else so make sure you stick around until the very end my name is Guy let's get started okay before we get going it's im ...

大摩分析师认为，甲骨文强劲的财报表明，后台办公超级周期正从SAP生态系统扩展至更广泛的ERP云市场。 据追风交易台消息，摩根士丹利分析师在6月12日的报告中表示，AI正成为企业后台办公系统升级的强劲催化剂。 此前财报显示，甲骨文2025财年第四季度业绩超出预期，特别是在SaaS云应用方面表现突出。Fusion ERP同比增长从此前的18% 加速至22%，增幅达4个百分点；NetSuite ERP同比增长从17%提升至18%，增长1个百分点。管理层预期云应用增长率在2026财年 将进一步加速。 摩根士丹利的CIO调研数据显示，利用AI能力是推动首席信息官将ERP平台升级到云端的主要催化剂。具体调研结果显示：数字 化转型占82%，通过替换传统流程实现更高运营效率/成本节约占61%，利用AI能力占48%，本地供应商生命周期截止日期占 34%。 甲骨文CEO Safra Catz在财报电话会议中强调，企业对AI能力的需求正在推动客户从本地部署产品升级到云端，因为所有AI功能 只在云端提供。这与SAP CEO Christian Klein在一季度财报电话会议中提到的相似动态形成呼应。 摩根士丹利认为，甲骨文财报表明， ...

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Lamb Weston Holdings, Inc. due to a class action complaint alleging breaches of fiduciary duties by the board of directors during the implementation of a new ERP system [1] Company Overview - Lamb Weston is the largest producer of frozen potato products in North America and the second largest globally, supplying products to restaurants and retailers, including major customer McDonald's [2] ERP System Implementation - On July 25, 2023, Lamb Weston announced the completion of the design phase for a new Enterprise Resource Planning (ERP) software system aimed at integrating key business operations [3] - The new ERP system was intended to replace outdated financial and operational systems, which had suffered from years of under-investment in information technology [3] Allegations and Financial Impact - The class action complaint alleges that Lamb Weston made material misrepresentations regarding the ERP system's design and implementation, claiming it strengthened operational infrastructure while downplaying issues as "usual bumps" [4] - On April 4, 2024, Lamb Weston reported significant problems with the ERP transition, resulting in over $130 million in lost sales during the third quarter and a substantial reduction in sales guidance for the fiscal year [5] - The ERP rollout negatively impacted net sales by $135 million, net income by $72 million, and adjusted EBITDA by $95 million, leading to a stock price decline of over 19% [5]

Apple devices have incredible, high resolution screens that are perfect for showcasing your amazing games. MetalFX allows your app to deliver high resolutions at even greater refresh rates when rendering complex scenes with realistic reflections. Rendering high resolution images can consume the GPU for a significant period of time.Instead, your app can render low resolution images and use MetalFX to upscale them. The combined time to render your final image is reduced… …and that means your app can save time ...