Align Technology (ALGN) 2025 Conference May 13, 2025 04:40 PM ET Speaker0 Thanks for joining us. My name is Mike Ryskin. I'm on the Bank of America Life Science Tools and Diagnostics team. And for next session, I'm excited to host Align Technology. We're joined by Frank Gwynn, EVP and managing director of the Americas region, and we also have Shirley Stacy from Investor Relations on board. Frank, Shirley, thanks for being here. Speaker1 Thanks for Speaker2 having us. Having us. Speaker0 Maybe just to kick t ...

TIOBE 2025 年 05 月份的编程语言排行榜已经公布，官方的 标题是： Python 统计了世界 ！ （ Python rules the world!） Python 上个月又双叒暴涨 2.2%！现在市场份额直接冲到 25.35%！这波直接封神了 ！ 在 TIOBE 榜单历史上，只有 2001 年 6 月和 10 月的 Java 能比这更高， 不过那时候是 TIOBE 指数发布的第一个月份， 统计的语言少。 下次有菜鸟或同行问你学什么编程语言好，记得暗号是 Python ： | | Programming Language | Ratings | Change | | --- | --- | --- | --- | | t | Python | 25.35% | +9.02% | | C | C++ | 9.94% | +0.41% | | C | C | 9.71% | -0.27% | | ミ | Java | 9.31% | +0.62% | | C | C# | 4.22% | -2.27% | | ીટ | JavaScript | 3.68% | +0.66% | 而且，Python 不 ...

推动关键基础设施 向软件定义平台迁移 Paul Parkinson 航空航天与国防领域现场工程总监，EMEA 执行摘要 关键基础设施中使用的嵌入式系统目前正在经历一场巨大的变革。历史 上，这些系统具有不同程度的网络连接性，执行固定的功能，并且可能在 现场手动升级，作为长服役周期的一部分。如今，无处不在的网络连接加 速了智能边缘嵌入式系统的创新。这推动了对增强应用功能的需求，这些 功能不仅执行传统的自动化和控制功能，还增加了更高的智能性。 多个行业对设备支持更高智能的需求日益增长，以实现从自动化系统向自 主系统的过渡。这推动了对基于开放标准的软件定义架构的技术需求，以 便将多个应用（包括具有不同安全等级和使用多种操作系统的应用）整合 到通用计算平台上。这种方法支持应用迁移、可移植性和互操作性，避免 了被锁定在专有架构中。 风河开物 Hypervisor 通过提供支持基于开放标准的软件定义架构的灵活虚 拟化平台，满足了这些共性需求。它基于经过验证的软件技术，能够满足 航空航天、汽车、国防、工业和医疗市场的安全认证要求。 目录 | 执行摘要 2 | | | --- | --- | | 嵌入式系统从自动化向自主性的演 ...

Financial Data and Key Metrics Changes - GMV for Q1 2025 was $94.7 million, up 3% year over year, exceeding guidance despite a challenging market backdrop [22][32] - Net revenue increased to $22.5 million, a 2% rise, with transaction revenue comprising approximately 75% of total revenue [27][32] - Adjusted EBITDA loss was $1.7 million, compared to a loss of $1.8 million in the previous year, maintaining an adjusted EBITDA margin loss of 8% [30][32] Business Line Data and Key Metrics Changes - Consumer GMV grew mid-single digits, while trade GMV remained flat; jewelry and fashion verticals posted double-digit growth [25][32] - Active buyers increased to approximately 64,800, reflecting a 7% year-over-year growth [25][32] - Unique seller accounts decreased by 23% year over year to about 5,900, attributed to subscription pricing optimizations [19][26] Market Data and Key Metrics Changes - The company experienced steady listings growth, ending the quarter with over 1.8 million listings, up 5% [26][32] - Organic traffic accounted for over 70% of total traffic, with improvements in SEO and direct traffic contributing to growth [12][24] - Conversion rates improved year over year for six consecutive quarters, although growth moderated in Q1 compared to Q4 [10][24] Company Strategy and Development Direction - The company is focused on a product-led growth strategy aimed at enhancing buyer and seller experiences while gaining market share [4][10] - Key initiatives include accelerating organic traffic growth, competitive pricing, funnel optimization, and elevating service levels [11][12] - The company aims to maintain growth and expense discipline while capturing additional market share throughout 2025 [20][33] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a tougher demand backdrop for luxury home discretionary spending due to evolving trade policies and macroeconomic effects [5][8] - The company expects continued listings growth and normalization of seller churn in Q2 2025 [20][32] - Future guidance reflects a forecasted GMV of $85 million to $92 million for Q2, indicating a potential decline of 7% to an increase of 1% [31][32] Other Important Information - The company has repurchased approximately $33.4 million worth of shares since initiating its buyback program in August 2023 [31] - The adjusted EBITDA margin guidance for Q2 is projected to be a loss of 14% to 10%, reflecting increased headcount-related costs and transaction loss provisions [32] Q&A Session Summary Question: On organic traffic and conversion - Management noted that organic traffic had declined for over a year but returned to growth in Q1, attributing this to product and engineering efforts [36][38] - Conversion changes were primarily driven by macroeconomic factors, particularly in the consumer furniture segment [39][40] Question: On active buyers growth - Active buyer growth is linked to conversion rates, which are influenced by macroeconomic conditions; management remains focused on long-term value drivers [44][46] Question: On market share gains - Market share is measured against GMV changes versus syndicated credit card data, with growth observed for five consecutive quarters [50] - The rollout of machine learning pricing models has seen high adoption for lower-priced items, with ongoing improvements expected [52][54]

Core Insights - A joint team from Lanzhou University and Ohio State University has developed a high-integration, self-powered, wireless smart insole capable of real-time foot pressure monitoring and precise identification of multiple exercise states [1][2] Group 1: Technology and Innovation - The smart insole integrates 22 pressure sensors, creating a dense sensing network that captures minute pressure changes on the foot [2] - The insole utilizes a machine learning model based on support vector machines to accurately identify eight common exercise states, including sitting, standing, walking, running, jumping, and squatting [2] Group 2: Applications and Benefits - The smart insole can help monitor the gait of elderly individuals, allowing family members to receive real-time updates on their walking data and alerting them to any abnormalities or fall risks [3] - For fitness enthusiasts, the insole can analyze foot pressure distribution during activities like running and jumping, aiding in correcting improper exercise postures to prevent injuries [3] - Parents can use the smart insole to monitor their children's gait, enabling early detection of potential foot issues [3] Group 3: Energy Solutions - To address the power supply challenge, the research team developed a flexible perovskite solar cell that can be attached to the shoe's exterior, efficiently converting sunlight into electrical energy [3] - This solar cell allows the smart insole to operate for extended periods without frequent recharging, eliminating dependence on external power sources [3]

来源：环球网 近日，中国科学院软件研究所与河北医科大学附属第一医院合作，开发出一项突破性技术——通过分析 人们在自然观看乒乓球比赛时的眼动特征，高效识别情绪障碍（如焦虑、抑郁等）。该技术为心理健康 监测提供了无创、便捷的新方案，相关成果已发表于国际权威期刊《Frontiers in Neurology》。 传统情绪障碍诊断依赖心理量表评估和患者主观描述，存在主观性强、专业门槛高、难以长期跟踪等痛 点。研究团队另辟蹊径，利用动态体育视频（如乒乓球比赛）作为自然视觉刺激，结合虚拟现实 （VR）技术与机器学习算法，首次实现通过日常观看行为无感采集眼动数据，为情绪障碍的早期筛查 和持续监测开辟新路径。 该研究招募25名参与者（12名情绪障碍患者、13名健康对照）观看乒乓球和网球比赛视频，采用 EyeKnow眼动追踪系统进行受试者眼动特征采集，记录受试者眼动轨迹并记录探索、注视、扫视、注意 力行为等4大类共14项眼动行为特征。 通过显著性检验和机器学习分析眼动特征，结果显示乒乓球视频中，11项眼动特征对情绪障碍的区分效 果显著，其中"注视熵"（GazeEntropy）准确率高达88%，反映患者因兴趣减退导致视线分散度降 ...

今年是"德勤高科技高成长"项目进入中国的第20年。本届评选以"创新无界，韧性生长"为主题，强调企 业正不断打破技术边界，以跨域融合的创新势能重构产业竞争格局。 德勤高科技高成长项目全国主管合伙人赵锦东表示，德勤通过30年的全球评选经验发现，真正的行业领 军者往往具备持续重视研发、学习AI等先进技术、坚持可持续发展和推动生态协同等特质，这些维度 都将成为本届评选的关键观测点。(完) 程中表示，在当今全球经济快速变革的时代，科技创新已成为推动新一轮产业革命和经济增长的核心动 力。国家正以前所未有的力度推动科技自立自强。根据德勤中国"高科技高成长"报告，人工智能与机器 学习、云计算、大数据等新兴技术正在深刻改变企业的运营模式和价值创造方式。 但程中也提醒，在这一过程中，企业面临诸多挑战，包括技术研发投入成本高、人才短缺、技术更新迭 代快等。面对这些挑战，企业需要以长期战略视角，从外到内、自上而下审视评估，并通过数字化底座 建立快速响应机制。同时，可持续发展已成为企业核心战略的重要组成部分，将绿色低碳融入业务流 程，不仅是履行社会责任的体现，更是企业实现高质量增长的关键路径。 （文章来源：中国新闻网） 中新网北京5月 ...

在当前贸易战带来的市场波动中，投资者如果想要寻求安全避风港，网络安全股或许是一个不错的选 择，BCA Research表示。 由于特朗普政府宣布加征关税，近几周市场剧烈震荡，标普500指数一度从2月创下的历史高点回落近 20%。但随着贸易紧张局势有缓和迹象，标普自4月8日以来反弹13%，目前年内仅下跌约5%。 尽管如此，由于缺乏实质性的进展，许多投资者仍不敢完全相信这次4月中旬的反弹。在最近的一份报 告中，BCA Research向希望对冲波动的投资者提出了一个解决方案：投资网络安全股。 "这是一个以本土市场为主的服务型行业，具有更防御性的特质，市场波动性（Beta值）低于整个科技 行业，"首席策略师Irene Tunkel写道，"它受到关税的影响较小，甚至可能从地缘政治紧张中受益，因为 客户为了防范国际网络攻击和网络犯罪而寻求保护。" Global X Cybersecurity ETF（BUG）：2025年以来上涨6%，管理费0.51%，资产规模10.5亿美元。 Amplify Cybersecurity ETF（HACK）：今年迄今上涨2%，管理费0.6%，资产接近20亿美元。 本文源自：金融界 展望未 ...

Applovin (APP) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Welcome to AppLovin's earnings call for the first quarter ended 03/31/2025. I'm David Shao, head of investor relations. Joining me today to discuss our results are Adam Frueghi, our cofounder, CEO, and chairperson, and Matt Stumpf, our CFO. Please note our SEC filings to date as well as our financial update and press release discussing our first quarter performance are available at investors.app11.com. During today's call, we will be mak ...

RXO (RXO) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Speaker0 Welcome to the RxO Q1 twenty twenty five Earnings Conference Call and Webcast. My name is Joelle, and I will be your conference operator for today's call. Please note that this conference is being recorded. During this call, the company will make certain forward looking statements within the meaning of federal securities laws, which by their nature involve a number of risks and uncertainties and other factors that could cause actual results t ...