Clarivate (CLVT) FY Conference Summary Company Overview - **Company**: Clarivate (CLVT) - **Industry**: Information services, workflow solutions, particularly in university, pharmaceutical, and legal sectors Key Points and Arguments Divestiture Plans - Clarivate is evaluating options to sell its IP business segment and expects to communicate the outcome by year-end results in February [3][5] - Maroon Murad will join as president of the IP segment effective September 8, indicating a commitment to innovation and growth in this area [4] Value Creation Plan (VCP) - The VCP launched in 2024 is on track, with measurable progress across key initiatives [7] - Annual Contract Value (ACV) and renewal rates are increasing, with 88% of revenue now from subscription and recurring sources, up from 80% last year [8][12] - Major operational changes in the sales organization have been completed, enhancing customer engagement and retention [9][10] Financial Metrics - Organic recurring revenue mix is currently at 88%, expected to stabilize at 84% for the full year due to disposals [12][14] - The company aims for mid-single-digit organic growth in the long term, with expectations of returning to a 3-4% growth rate in the A and G segment [29][68] AI Integration and Innovation - Clarivate has launched 10 AI-powered products and is aggressively introducing new AI capabilities across its segments [10][11] - The company has established an AI innovation center of excellence, with 4,800 academic institutions currently using its AI solutions [52][58] - AI is seen as a significant growth driver, particularly in the IP business, as more inventions seek patent protection [39][41] Segment Performance - **A and G Segment**: 93% of the A and G business is recurring with a 96% renewal rate. The introduction of subscription-based products is expected to drive growth [20][21][23] - **IP Business**: Experienced 1.5% growth in the first half of the year, with expectations of mid-single-digit growth in the long term [36][38] - **Life Sciences and Healthcare (LS and H)**: Stability in R&D spending and improved renewal rates for the Cortella suite of products. New product launches are anticipated to drive growth [47][50] Capital Allocation Strategy - Clarivate expects to generate mid-$300 million in free cash flow, focusing on share repurchases and debt repayment rather than M&A in the near term [65][66] - The company aims to reduce leverage over time while capitalizing on attractive stock value [66][67] Long-term Growth Outlook - Clarivate anticipates organic growth rates to align with industry growth rates, with a focus on increasing the proportion of subscription revenue [68][70] Additional Important Insights - The company is optimistic about growth opportunities in both developed and developing markets, fueled by continuous innovation and AI advancements [27][28][30] - Clarivate's strategic focus on enhancing its product offerings and customer engagement is expected to yield positive results in the coming years [11][19][50]

Summary of Cognite Software (CGNT) FY Conference Call Company Overview - **Company**: Cognite Software (CGNT) - **Industry**: Security Software - **Focus**: Providing solutions for security agencies to enhance decision-making and investigation capabilities [1][2] Key Points Industry Context - The global security environment is increasingly complex, with over 70% of organized crime groups operating across multiple countries [4] - The blurring lines between terrorism and organized crime present significant risks, with damages exceeding $2 trillion annually [5] Company Solutions - Cognite's solutions aim to enhance the speed, accuracy, and success rate of investigations for security agencies [6] - The company serves various customers, including law enforcement, military intelligence, and national security agencies [7][8] - Key challenges for customers include managing vast amounts of data, sophisticated adversaries, and the need for real-time intelligence [9][10] Technology and Product Offering - Cognite employs a three-layer technology stack: signal processing, data analytics, and actionable intelligence [14][16] - The company utilizes AI and machine learning to improve efficiency and uncover hidden insights [20][21] - Solutions are primarily deployed on-premises due to data sensitivity, but the technology is cloud-ready [36][52] Financial Targets - Cognite aims to achieve $500 million in revenue by fiscal 2028, with a gross margin target of 73% and adjusted EBITDA exceeding 20% [23] Customer Engagement - The company maintains strong relationships with customers, often involving them in product development and feedback [20][22] - Cognite hosts global intelligence summits to engage with customers and understand their needs [22] Market Strategy - The sales cycle for Cognite's solutions ranges from two quarters to six to eight quarters, depending on the complexity of the deployment [43][44] - The company offers flexible pricing based on data capacity and functionality, with deals ranging from hundreds of thousands to tens of millions of dollars [55][56] Competitive Landscape - The market is fragmented, with various competitors depending on geography and use case [60] - Cognite is transitioning customers from in-house solutions to its offerings, highlighting the challenges of keeping pace with rapidly evolving technology [61] Future Outlook - Cognite plans to expand its presence in the U.S. market and explore additional market segments beyond security agencies [57][59] - The company aims to maintain its leadership position by continuously innovating and enhancing its technology [58][59] Additional Insights - Cognite's solutions have a proven track record of saving lives and preventing financial damage [25] - The company emphasizes the importance of domain expertise combined with technology to effectively address customer needs [19][20]

数据显示，广电运通8月13日主力资金净流出471.12万元，近五日主力资金累计净流出1.23亿元。 风险提示：以上内容仅供参考，不构成任何投资建议。市场有风险，投资需谨慎。 截至2025年8月13日15时，广电运通报13.37元，较前一交易日上涨0.30%。当日成交量为35.36万手，成 交金额达4.72亿元。 广电运通属于计算机设备行业，主营业务涵盖金融科技、城市智能等领域。公司致力于人工智能、大数 据、云计算等技术研发与应用，提供智能化解决方案和服务。 公司8月12日在互动平台表示，已承建广州人工智能公共算力中心两期项目，助力广州成为粤港澳大湾 区整体算力规划的核心节点。同时公司打造了广州政务信创云、区级政务云等专属云服务，推出自主可 控的运通云、智算调度平台等产品。 ...

【深圳商报讯】（首席记者陈小慧）8月12日，《财富》（中文版）发布了"中国40位40岁以下的商界精 英"榜单。其中，有10位来自深圳企业的商界精英上榜，充分彰显了深圳这座"青春之城"的活力与创新 力。 比如深圳市越疆科技股份有限公司创始人刘培超。《财富》（中文版）指出，越疆科技从2015年创立 起，在刘培超的带领下迅速崛起为全球第二、中国第一的协作机器人公司，连续七年蝉联中国工业机器 人出口量冠军。2024年12月，越疆科技在香港交易所成功上市，成为"中国协作机器人第一股"。 记者注意到，本次榜单以40岁以下作为年龄限定，汇聚了一批处于职业上升黄金期的创业者与管理者， 年纪最小的是光本位智能科技（上海）有限公司联合创始人兼董事长熊胤江，仅29岁。整体看，精英们 多数集中在33~39岁区间，展现出年轻一代在商业舞台快速崛起的态势。其中，有10位商界精英来自深 圳企业（详见表格）。 精英汇聚背后离不开深圳对人才的重视。据了解，深圳既是创新之城也是人才之城，更是创业天堂。深 圳坚持海纳百川大力引才育才，对初创企业人才提供全周期陪伴式服务，重点打造事业无忧、往来无 忧、安居无忧、生活无忧、申办无忧"五个无忧"人才发展 ...

Group 1 - The first intelligent robot experience center in Shenzhen will open in Longhua, focusing on diverse robot interaction experiences [1] - The experience center is organized by Shenzhen Xinqitong Technology Co., Ltd., aiming to provide an immersive future technology interaction space for technology enthusiasts, families, and the general public [1] - The center will feature a dual-foot robot experience area showcasing impressive balance and agility, allowing visitors to interact with robots through simple commands [1][2] Group 2 - The experience center will also highlight augmented reality (AR) technology, enabling visitors to enter a blended virtual and real world using lightweight headsets [2] - Chess enthusiasts can engage in matches against AI-powered chess robots, catering to various skill levels in international chess, Go, and Chinese chess [2] - An exoskeleton device prototype will be available for visitors to experience how innovative technology can assist in climbing and reduce load [2]

"我们的核心竞争力是自主原研技术。"精锋医疗相关负责人表示，"我们已独立掌握结构设计、系统控 制、运动算法与人工智能算法等核心技术。" 这家2017年成立于龙岗的企业，短短数年内即完成了多孔腔镜手术机器人、单孔腔镜手术机器人的研发 设计和产品上市，这些突破性产品已在全国多家医院落地生根并走出国门。 精密机器人不仅为大医院添翼，更让优质医疗资源下沉。2024年11月28日，一场跨越成都到拉萨、距离 2000多公里的远程机器人手术成功完成。这是全球首例单臂单孔机器人远程手术。 据悉，精锋多孔腔镜手术机器人已在全球完成8000多例人体临床手术，单孔腔镜手术机器人突破1000 例，远程系统完成超300例。 无影灯下的微创机械手、不损伤气道的智能支气管镜……在AI时代，精密机器人在生命的"微血管"中， 承载着从病灶定位到器械介入、从药物精准配制到创口缝合的使命。 作为中国首个同时攻克多孔、单孔、经自然腔道三大手术机器人技术的创新高地，深圳龙岗区以精锋医 疗为代表的人工智能医疗企业，正铺就从技术追赶到全球领跑之路，将中国方案铸成高端医疗新坐标。 破局！昔奋力追赶今领跑争先 手术台上，精锋医疗的多孔腔镜手术机器人灵活转动机 ...

首尔，韩国, Aug. 14, 2025 (GLOBE NEWSWIRE) -- 2025 年 8 月 12 日，越南科技领域迎来历史性里程碑，该国首次接到向全球顶尖科技强国韩国出口 5000 架无人货运飞机的订单。 2025 年 8 月 12 日，在韩国首尔举行的越韩经济论坛 (Vietnam-Korea Economic Forum) 期间，越南的 CT Group 与一家新兴的韩国无人机科技公司签署了谅解备忘录。 这一具有里程碑意义的活动在越南共产党中央总书记 To Lam 和韩国总理 Kim Min-seok 的见证下举行。 CT Group 在越韩经济论坛上与合作伙伴签署协议 此次签约标志着越南科技发展历程中的一个历史性里程碑，在国际舞台上引起了强烈反响。 越南 CT Group 在尖端无人机领域掌握所有核心技术，这进一步巩固了其在塑造国家科技未来中的战略地位。 如今，无人机已发展成为最为关键的核心技术之一，其应用已渗透到各个领域，从多元化工业领域到城市发展及消费市场，从专业军事与安全领域到国家整体或广大区域的防御。 无人机正迅速被应用于多个领域，包括客货运输、物流与配送、农业与林业、医疗健康、监 ...

本报记者 吴奕萱 邬霁霞 在均胜集团有限公司（以下简称"均胜集团"）的展厅里，人形机器人贾维斯2.0流畅地抬起右臂，灵巧 手精准握住《证券日报》记者伸出的手掌。这自然的互动瞬间，正是宁波均普智能制造股份有限公司 （以下简称"均普智能"）具身智能技术从实验室走向产业场景的生动注脚。 "具身智能""智能机器人"被写入政府工作报告，国家明确提出推进"人工智能+"行动。政策红利下，智 能制造装备领域竞争愈发激烈，均普智能作为一家深耕高端装备的全球化企业，一方面以AI全维度赋 能新能源汽车、医疗健康等场景，另一方面前瞻布局具身智能机器人新赛道，积极构建共赢生态，助推 产业协同。 从技术攻坚的"独行侠"到生态协同的"潜在链主"，均普智能如何在智能制造的复杂版图中锚定坐标？近 期，《证券日报》记者走进均普智能，解码其在人工智能时代的业务进阶逻辑。 深耕智能制造赛道 "唯有以创新驱动发展，深度契合国家战略需求，公司才能在激烈的市场竞争中脱颖而出。"均普智能董 事长刘元在接受记者采访时阐述了公司以创新为引擎、锚定国家战略的发展逻辑。 现阶段，均普智能正致力于开展AI技术的"全维度渗透革命"。 对内，均普智能全力部署AI智能管理 ...

创新形式 注重实效 当前，我国网民规模超过11亿人，互联网是倾听人民心声、汇聚人民智慧的重要渠道。 这次网络征求意见活动分别在人民日报、新华社、中央广播电视总台所属官网、新闻客户端以及"学习 强国"学习平台开设专栏，听取全社会意见建议。这是继"十四五"规划编制工作网上意见征求活动之 后，我国再次通过互联网就规划编制向全社会征求意见和建议。 活动过程中，各平台立足自身定位和优势，创新建言渠道和互动方式，充分调动网民积极性，把问计于 民真正落到实处。 广泛动员，扩大活动覆盖面。人民网发挥"领导留言板"2万多家办理单位优势，联动地方频道深入基层 展开多种形式动员；新华社客户端立足上千万月活数，通过首页和开机页展示、弹窗推送等多种方式扩 大推广，凝聚社会各方智慧。 今年是"十四五"规划收官之年，也是"十五五"规划谋划之年。"十五五"时期在我国基本实现社会主义现 代化进程中承前启后、意义重大，科学谋划好"十五五"时期经济社会发展事关全局。 5月20日至6月20日，"十五五"规划编制工作开展网络征求意见活动，累计收到网民建言超过311.3万 条，为编制"十五五"规划提供了有益参考。 技术赋能，参与建言更便捷。央视网进行智 ...

8月12日，国家市场监督管理总局发布的数据显示，今年上半年，全国新设经营主体1327.8万户。其中，新设企业462万 户，新设个体工商户862.9万户，新设农民专业合作社2.9万户。笔者认为，多种经营主体稳定增长的背后，不仅折射出中国经 济高质量发展的积极态势，也释放了多重积极信号。 其一，量的增长体现了多元市场主体投资信心的增强。 上半年，新设民营企业434.6万户，同比增长4.6%；新设外资企业3.3万户，同比增长4.1%；新设个体工商户862.9万户。 民营经济是推进中国式现代化的生力军，是高质量发展的重要基础，新设民营企业以434.6万户、4.6%的增速持续担纲主 力军；外资企业3.3万户的新设数量同步实现4.1%增长，用实际行动对中国市场投下信任票；个体工商户以862.9万户的庞大规 模，生动诠释了作为国民经济"毛细血管"的旺盛生命力。这种多元市场主体协同共进的格局，彰显出超大规模市场的内生动 力，也传递出市场主体对中国经济的信心。 其二，质的提升加速了产业结构深度调整。 ■安宁 第三产业1171.2万户新设主体的绝对优势，与"四新"经济企业占比突破40%的结构性变化形成呼应，也成为产业结构深度 调 ...