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Decrypt· 2025-11-05 22:30
Gemini turns Google Maps into a conversational copilot with smarter navigation and real-world awareness, thanks to generative AI. https://t.co/FkytriQkVo ...
Duolingo's soft bookings forecast overshadows revenue beat, shares plunge
Yahoo Finance· 2025-11-05 21:03
By Akash Sriram (Reuters) -Duolingo (DUOL) forecast fourth-quarter bookings below Wall Street estimates on Wednesday as the company prioritizes user growth and teaching quality on its app, sending its shares tumbling 20% before the bell on Thursday. The company forecast bookings to be between $329.5 million and $335.5 million for the quarter, below estimates of $343.6 million, according to analysts polled by Visible Alpha. "We will focus on monetization, but the balance is shifting a little bit. On a ...
Why Getting Data Right Could Be The Key To Effective AI Projects — With Charles Sansbury
Alex Kantrowitz· 2025-11-05 17:30
What does AI need to do to deliver real economic value. Let's talk about it with Charles Sansbury, the CEO of Cloudera, who is here with us in studio for a video brought to you by Cloudera. Charles, great to see you.How are you. >> Great to see you and thanks for having me. >> Thanks for being here.We've been talking on the show so much about the economic value of artificial intelligence. Um whether or not there there will be an ROI on this technology. >> I'm so happy to be speaking with you today because y ...
Lemonade CEO: We're seeing 10 years of AI investments are paying off, creating efficiencies
Youtube· 2025-11-05 16:50
Core Insights - Lemonade's stock has surged following a strong third quarter performance, with nearly 100% growth this year, although it remains over 50% below its all-time high in 2021 [1] - The company reported a 24% increase in customer growth and a 30% increase in topline revenue, attributed to significant operational efficiencies driven by AI investments over the past decade [2][3] Financial Performance - Lemonade added one million customers and tripled its revenue and gross profit over the last three years, while reducing headcount and maintaining flat operating expenses [3][4] - The company is cash flow positive and aims to achieve profitability by Q4 of next year, with a trend of increasing gross profit and stable operating expenses indicating a strong path to profit [9][10] AI Implementation - Lemonade's foundational strategy revolves around AI, which has been integrated into every aspect of its operations, leading to enhanced efficiencies and cost reductions [6][7] - The company utilizes AI for ad allocation, customer predictions, sales processes, and claims handling, with 98% of sales occurring without agents and claims often settled in as little as three seconds [13][15][16] Competitive Advantage - Lemonade's operational efficiencies, as measured by loss adjustment expenses, significantly outperform larger competitors, demonstrating the effectiveness of its AI-driven model [8] - The company believes that once it reaches profitability, it will continue to grow rapidly and capture market share from traditional insurance incumbents [11]
Jones Lang LaSalle(JLL) - 2025 Q3 - Earnings Call Transcript
2025-11-05 15:02
Jones Lang LaSalle (NYSE:JLL) Q3 2025 Earnings Call November 05, 2025 09:00 AM ET Company ParticipantsMitch Germain - Managing Director of Real Estate ResearchAnthony Paolone - Executive DirectorSean Coghlan - Head of Investor RelationsChristian Ulbrich - President and CEOAlex Kramm - Managing DirectorChristian Ulbrich - CEOJulien Blouin - VP of Real Estate Investment ResearchKelly Howe - CFOConference Call ParticipantsJade Rahmani - Managing Director and Equity Research AnalystSeth Bergey - Equity Research ...
Stack Capital Group Inc. Reports Q3-2025 Financial Results
Globenewswire· 2025-11-05 12:45
Core Insights - Stack Capital Group Inc. reported its financial results for Q3 2025, highlighting a strong capital position and ongoing investments in high-growth technology companies [1][2]. Financial Summary - Book Value per Share ("BVpS") was $14.26 as of September 30, 2025, down from $14.34 at June 30, 2025 [4]. - Total Book Value reached $188.7 million [4]. - The company raised $35 million through a private placement during the quarter [4]. Portfolio Company Highlights - Stack Capital made significant investments in technology companies, including: - OpenAI: Invested US$8.0 million, focusing on generative AI and enterprise AI deployment [3]. - Databricks: Invested US$2.1 million in a unified cloud-based platform for data and AI workloads [9]. - PsiQuantum: Invested US$0.5 million in developing a silicon photonic quantum computer [9]. - Valuation of SpaceX increased from US$350 billion to US$400 billion during the quarter [4]. - Canva's valuation rose from US$32 billion to US$42 billion [4]. Management Commentary - The CEO of Stack Capital noted a robust IPO environment and strong momentum in private markets, particularly in AI, defense, and robotics, indicating attractive investment opportunities [5]. Breakdown of Book Value per Share - The detailed breakdown of Book Value per Share as of September 30, 2025, includes: - CoreWeave, Inc. (AI hyper-scaler): $2.37 - SpaceX: $2.28 - Canva, Inc.: $1.30 - Other notable investments include Locus Robotics, Omio, Hopper, and OpenAI, contributing to the overall Book Value per Share of $14.26 [5][6].
Dollar General eyes AI optimization with new role
Yahoo Finance· 2025-11-05 12:01
This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Dive Brief: In a new role for the discount retailer, Dollar General named Travis Nixon as its senior vice president of artificial intelligence optimization, per a Tuesday announcement. The executive is tasked with leading Dollar General’s “business process management initiatives” by using AI to promote optimization across areas such as supply chain, store operatio ...
Lockheed Martin Corporation (LMT) and Google Public Sector to Collaborate on Gen AI for National Security
Yahoo Finance· 2025-11-05 06:58
Lockheed Martin Corporation (NYSE:LMT) is among the top 8 defense stocks based on ChatGPT’s advice. On October 29, the company announced a strategic collaboration with Google Public Sector to integrate generative AI into the defense contractor’s AI factories. Lockheed Martin Corporation (LMT) and Google Public Sector to Collaborate on Gen AI for National Security Jordan Tan / Shutterstock.com According to the company’s press release, advanced AI tools from Google will be integrated across both its in-ho ...
Management Consulting Report: Pay Is Rising, But New Skills Are Needed
Yahoo Finance· 2025-11-05 06:19
consulting Change is inevitable. React too slowly? You’ll land in Chapter 11. React too quickly? You’ll produce a half-measure that’s quickly surpassed. That’s why companies onboard management consultants – to understand what change means…and how to capitalize on it. With the advent of AI and analytics, you might expect the consulting industry to be experiencing a renaissance with record engagements, revenue, and hiring. The reality, however, is far more complicated based on Management Consulted’s 2025 M ...
Clover Health Investments(CLOV) - 2025 Q3 - Earnings Call Transcript
2025-11-04 23:00
Clover Health Investments (NasdaqGS:CLOV) Q3 2025 Earnings Call November 04, 2025 05:00 PM ET Speaker2Hello and welcome to Clover Health's third quarter 2025 earnings call. We ask that you please hold all questions until the completion of the formal remarks, at which time you'll be given instructions for the question and answer session. Also, as a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time. Ryan, you may begin.Speaker1Good afternoon, everyon ...