UiPath (PATH) 2025 Conference June 10, 2025 10:00 AM ET Speaker0 Okay. Good morning. Good afternoon, everybody. It's Keith Bachman here from BMO. We're part of our ongoing virtual software conference. We're thrilled to have Ashin from UiPath. And so with that normal process here, we're going be about thirty five, forty minutes. I'm going ask questions. I think there's a way that you can also pose questions or candidly just email me directly and we'll do our best to get to them. So with that said, let's go a ...

每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①创新药+机器人+AI智能体+脑机接口！这家公司参与设立新产品战略相关基金主要投资于创新药等领 域；②固态电池+可控核聚变+算力+机器人+体育产业+国企改革！这家公司固体氧化物电池研发项目在研 发攻关过程中；③固态电池+机器人！这家公司与小米下属公司战略合作研发机器人电子皮肤。 前言 ...

As a long-time Oracle partner, Vertex will continue to leverage Oracle technologies to drive customer success globally KING OF PRUSSIA, June 10, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a leading global provider of indirect tax solutions, today announced it has been selected to participate in Oracle's enhanced partner program at the highest level for Independent Software Vendors (ISVs). For more than 40 years, Oracle has been working closely with partners to help drive ...

- The U.S. Food and Drug Administration (FDA) identified deficiencies at a third-party manufacturing vendor - FDA to provide final decision by PDUFA action date of June 28, 2025 LOS ALTOS, Calif., June 10, 2025 (GLOBE NEWSWIRE) -- Unicycive Therapeutics, Inc. (Nasdaq: UNCY or the “Company”), a clinical-stage biotechnology company developing therapies for patients with kidney disease, today announced an update on its New Drug Application (NDA) for oxylanthanum carbonate (OLC) to treat hyperphosphatemia in pa ...

长江商报奔腾新闻记者 沈右荣 国内领先的数字化转型服务提供商赛意信息（300687.SZ）决心加码研发。 6月9日晚间，赛意信息发布公告，公司拟投资约3.3亿元建设赛意信息全球研发中心，预计建设周期为 30个月。公司董事会授权公司经营管理层办理本次投资项目相关手续。 顺应市场形势积极进行产业及服务转型升级，是赛意信息的特征。公司称，历经近20年发展，公司已从 最初的ERP实施服务公司逐步转型为工业软件践行者和企业数智化赋能者，形成了覆盖企业数字化全生 命周期的完整产品和服务体系。 公告显示，赛意信息全球研发中心项目选址佛山市顺德区，资金来源为自筹资金。2024年7月，公司已 经以2579万元的对价取得项目用地。 对于投资建设全球研发中心项目，赛意信息称，全球研发中心承载赛意工业数字化研究院、工业互联网 平台的研发业务、基于IPD体系的产品研发业务，致力组建博士后科研工作站、工业互联网创新中心。 公司本次投资建设符合公司主营业务发展战略，项目建成后将进一步扩大公司的研发团队规模，增强公 司研发实力和研发效率，切实提高公司综合竞争力和抗风险能力。 赛意信息成立于2005年，是一家专业的企业信息化管理软件解决方案及 ...

Market Expectations & Trade Relations - Market expectations regarding US-China trade talks are realistic, with no anticipation of a grand deal [1][2] - A minor agreement on rare earth exports in exchange for tech exports may disappoint the market [2] - US effective tariff rate on all trade partners reached over 7% in April, a multiple of the rate in the past 25 years [3] - Tariff rate on China was up in the high 30% in April, subsequently decreasing but remaining at extreme levels [3] - Without a positive surprise in trade talks, the market may drift lower as profit-taking begins [4] Equity Market Performance - No fresh record highs are expected for US or global stocks [5] - US stocks have underperformed global stocks by approximately 7 trillion over the past four months [5] - US stocks experienced a sharp decline from early February to mid-March, subsequently keeping pace with global stocks [6] - A new positive catalyst is needed for US stocks to reach fresh record highs [7] Currency Market Outlook - The possibility of Euro/Dollar reaching 140 is being discussed [7] - The US dollar is expected to structurally decline significantly in the coming years, though not in a straight line [9] - An overshoot to 140 on Euro/Dollar is feasible but not expected this year [9]

Financial Data and Key Metrics Changes - The company achieved record net sales of $46.7 million, representing a 29% year-over-year increase driven by a 100% increase in fire services products [4][14] - Consolidated gross margin decreased to 33.5% from 44.6% for the comparable period [15][18] - Net loss was $3.9 million or $0.41 per share compared to net income of $1.7 million or $0.22 per share for the same period last year [16][20] - Adjusted EBITDA excluding FX was $600,000, a decrease of $3.2 million or 84% compared to the prior year [20][24] Business Line Data and Key Metrics Changes - Fire services segment grew by 100% year-over-year, contributing $10.5 million to the revenue increase [16][26] - Organic revenue increased by $600,000 or 2% to $36.9 million, with strong growth in the U.S. and Europe, partially offset by declines in Latin America and Canada [17][26] - U.S. net sales increased 42% year-over-year to $22.5 million, while European sales increased 102% to $12.1 million [5][26] Market Data and Key Metrics Changes - Organic fire services business in the U.S. grew by $1 million or 32% year-over-year, while the U.S. industrial organic business grew by $1.1 million or 9.7% [17] - Latin American operations saw a 12% decrease in sales year-over-year, while sales in Asia increased by 15% [25][68] Company Strategy and Development Direction - The company is focused on accelerating growth within the fragmented $2 billion fire protection sector and enhancing operational efficiencies [4][12] - A new company-wide SAP ERP system is being implemented to modernize and consolidate systems [7] - The company maintains a robust M&A pipeline and is engaged in active discussions to explore new opportunities for further consolidating the fire market [12][33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating tariff uncertainties and expects sequential growth in gross margins and adjusted EBITDA in the second quarter [12][30] - The company anticipates revenue between $210 million to $220 million for the fiscal year, trending towards the lower end of previously issued adjusted EBITDA guidance [30][33] - Management highlighted the importance of customer relationships and operational efficiency as key focus areas [8][32] Other Important Information - Capital expenditures for the quarter were $1.2 million, primarily related to the new ERP system [6][28] - Inventory increased to $85.8 million due to tariff mitigation strategies and preparation for forecasted sales increases [8][29] Q&A Session Summary Question: Can you provide more details on the impact of purchase variance and amortization on gross margins? - The total increase to manufacturing costs was close to $3 million impacting adjusted EBITDA, with purchase variance estimated to have a 2-3 margin point impact [40][41] Question: What are the expectations for operating expenses moving forward? - Travel expenses were up significantly in Q1 but are expected to taper off, with additional measures in place to identify $4 million in cost savings [46][52] Question: How is the head-to-toe strategy progressing? - The company is seeing greater engagement and opportunities, particularly with larger clients, and is focused on bundling products for comprehensive offerings [55][60]

①创新药+减肥药+AI医药！这家公司目前已经建成多个创新药自主研发平台；②云计算+数字货币+区块链 +移动支付+智谱AI+华为！这家公司与五大行及商业银行完成数字人民币系统的对接和开发；③机器人+国 企改革！公司筹划重大资产重组聚焦清洁能源发电业务。 每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ...

Why legacy ERP is slowing down A&D - and what to do about it You can't scale a future-ready operation on a legacy foundation. 2 Why Legacy ERP Is Slowing Down A&D POV ERP systems were designed to bring structure and control to complex operations – and for many years, they did. But over time, those same systems have become a constraint. Customizations piled up, integrations grew brittle, and key functions like engineering and production drifted further apart. Instead of helping teams move faster and work tog ...

Financial Data and Key Metrics Changes - The company achieved revenue of $2.1 billion, representing a 4.6% year-over-year growth driven by 3.8% organic growth and contributions from the acquisition of Quality Uptime Services [19][20] - Adjusted EPS was $0.86, up from $0.82 in the prior year, reflecting higher segment earnings and lower corporate costs [20] - Adjusted EBITDA was $125.9 million, compared to $121 million last year, with an adjusted EBITDA margin remaining flat at 6.2% [20][21] Business Line Data and Key Metrics Changes - The Building and Industrial (B and I) segment generated $1 billion in revenue, up 3% year-over-year, driven by improved conditions in the US prime commercial office market [21] - The Maintenance and Distribution (M and D) segment reported revenue of $398.1 million, a 2% increase year-over-year, returning to organic growth due to new contract wins and expansion with existing clients [23][24] - The Technical Solutions segment delivered 19% revenue growth to $210.2 million, with 10% from organic growth and 9% from the acquisition of Quality Uptime Services [25] Market Data and Key Metrics Changes - The prime vacancy rate for commercial office space decreased by 50 basis points year-over-year to 14.8%, indicating a recovery in the market [8] - E-commerce sales grew by 6.1% year-over-year, reaching $300.2 billion, representing 16.2% of total retail [14] - Domestic air travel remains strong, with TSA data showing daily screenings frequently exceeding 2.5 million in May [14] Company Strategy and Development Direction - The company is focusing on high-quality office properties, manufacturing and distribution facilities, and energy resiliency, expecting to benefit from delayed projects resuming in the third quarter [7][16] - The strategy includes evolving service offerings in M and D to include ancillary support services, enhancing client relationships and deepening strategic partnerships [10] - The company is prioritizing internal investments and is optimistic about the M and A pipeline, indicating a strong interest in acquiring companies that can enhance strategic value [96] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in core markets despite ongoing macroeconomic uncertainty, particularly in high-quality office properties and manufacturing [7][8] - The company anticipates continued organic growth in B and I and M and D, with expectations for strong performance in the second half of the year [44][70] - Management highlighted the importance of the ERP implementation in improving operational efficiency and cash flow [30] Other Important Information - The company ended the quarter with total indebtedness of $1.6 billion and available liquidity of $657.8 million [26][27] - Free cash flow for the quarter was $15 million, an improvement of $138 million over the first quarter, with expectations for continued improvement in the second half [27][28] - The company reaffirmed its full-year adjusted EPS guidance to be in the range of $3.65 to $3.80 [29] Q&A Session Summary Question: What is the expected earn-out on RavenBold? - The total earn-out for this year is expected to be about $30 million, with the previous year's earn-out being $75 million [36] Question: How is the company positioned for organic growth in the B and I business in the second half? - Management is optimistic about maintaining positive organic growth in B and I, despite potential choppiness [44] Question: Can you elaborate on the new solutions offered in the M and D segment? - The company is expanding its service offerings to include material handling and test balancing, which are expected to enhance client relationships and margins [51][53] Question: What is the breakdown of the $1.1 billion in new bookings? - The new bookings were evenly paced across the board, with significant contributions from various segments [61] Question: What is the status of project delays in ATS? - Project delays are primarily due to customer approvals, but management expects a normalization in the second half of the year [67] Question: How is the education segment performing? - The education segment is stable, with a good pipeline and strong renewals, although it is not expected to grow at double-digit rates [70][71]