Remitly Global (RELY) Q2 2025 Earnings Call August 06, 2025 05:00 PM ET Speaker0Good day and thank you for standing by. Welcome to Remitly's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone.Please be advised that today's conference is being recorded. I would now like to hand the co ...

Cerence (CRNC) Q3 2025 Earnings Call August 06, 2025 05:00 PM ET Speaker0Good day and thank you for standing by. Welcome to the Cerence Third Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded.I'd now like to hand the conference over to Kate Hickman, Vice President of Corporate Communications and Investor Relations. Please ...

Thomson Reuters (TRI) Q2 2025 Earnings Call August 06, 2025 08:30 AM ET Company ParticipantsGary Bisbee - Head, IRSteve Hasker - Director, President & CEODavid Wong - Chief Product OfficerMichael Eastwood - CFODrew McReynolds - MD - Global Research, Telecommunications & MediaScott Fletcher - Director - Equity ResearchVince Valentini - Managing DirectorTim Casey - Equity Research - Telecom, Cable & Media SectorsAravinda Galappatthige - MD - Institutional Equity ResearchMaher Yaghi - Managing DirectorConferen ...

Thomson Reuters (TRI) Q2 2025 Earnings Call August 06, 2025 08:30 AM ET Speaker0Day, everyone, and welcome to the Thomson Reuters Second Quarter Earnings Call. Today's conference is being recorded. At this time, I would like to turn the call over to Gary Bisbee, Head of Investor Relations. Please go ahead.Speaker1Thank you, Ruth. Good morning, and thank you for joining us today for our second quarter twenty twenty five earnings call. I'm joined by our CEO, Steve Hasker our CFO, Mike Eastwood and our Chief P ...

Thomson Reuters 2025 Second-Quarter Results August 6, 2025 euters TRI NasdaqListed Agenda | ● | Welcome / Introduction | Gary Bisbee | | --- | --- | --- | | ● | Second-Quarter 2025 Highlights | Steve Hasker | | | Product & Innovation Update | David Wong | | ● | Financial Review | Mike Eastwood | | | Second-Quarter 2025 Results | | | | 2025 Full-Year Outlook Update | | Q & A ● 2 Special Note Special Note Reqarding Forward-Looking Statements, Material Assumptions and Material Risks This presentation consists ...

TORONTO, Aug. 6, 2025 /PRNewswire/ -- Thomson Reuters (TSX/Nasdaq: TRI) today reported results for the second quarter ended June 30, 2025:  Good revenue momentum continued in the second quarter Total company revenues up 3% / organic revenues up 7% Organic revenues up 9% for the "Big 3" segments (Legal Professionals, Corporates and Tax & Accounting Professionals) Maintained full-year 2025 outlook for organic revenue growth, adjusted EBITDA margin and free cash flow Repaid Canadian $1.4 billion notes (U.S. ...

计算机行业：Agent 行业研究框架 20250731 Agent 技术发展路径分为生成式 AI（如美图、快手）、Agentic AI（数 字员工）和物理 AI 三个阶段，目前生成式 AI 已落地，未来将向更高级 别的 Agentic AI 发展。 评估 Agent 技术应用前景需考虑市场空间和 ROI，高薪行业如金融、法 律、互联网替换空间大，高容错率且能快速验证结果的场景更容易落地， 如编程领域。 AI 在金融领域的应用加速替代传统操作，尤其在银行和证券行业，如阿 尔法派，以及人力资源管理中的招聘和简历匹配，如北森和科锐国际。 AI 技术在客服和营销环节落地迅速，潜力巨大，市场空间可通过人数乘 以薪酬乘以替换率衡量，预计 2025-2026 年将全面加速发展并深入数 据分析。 编程是 AI 应用最成熟的领域，OpenAI 和 Anthropic 预测年底或明年大 部分代码将由 AI 完成，标志着数字劳动力崛起，智能化将主要替代白领 工作。 看好阿里产业链，包括亚信科技等公司，以及"阿里花开五朵"策略， 即不仅关注阿里本身，还包括其整个产业链上的相关公司。 计算机行业研究框架从下游需求转向商业模式，再到 a ...

Summary of European AI & Semis Symposium Industry Overview - The symposium focused on the **semiconductor** and **artificial intelligence (AI)** industries, featuring over **500 participants** and **25+ speakers** from various sectors including academia, corporate, and private companies [1][2] Key Insights - **Cost Efficiency of Generative AI**: The capabilities of Generative AI are being validated as cost efficiency improves, with some large language models being up to **400x cheaper** for training and inference compared to earlier versions [4][5] - **Productivity Gains**: AI is driving measurable productivity gains, with claims that AI can equate to a workforce with **6x the bandwidth** in software development tasks [4][5] - **AI Workload Management**: At Salesforce, AI now handles up to **50% of workloads**, while at Google, AI accounts for **25% of new code lines** [4][5] - **Advancements in AI Capabilities**: OpenAI and DeepMind's models have achieved gold-medal scores at the International Mathematical Olympiad, outperforming most human participants [4][5] - **Multi-modality in AI**: AI is evolving to execute algorithms and generate various sensory inputs and outputs, expanding its applications across sectors like healthcare, retail, and industrials [5][6] Sector-Specific Applications - **Healthcare**: AI is significantly impacting healthcare, with **95% of certain cancer procedures** in the US being performed robotically. AI-linked mirrors can detect **90% of known diseases** [7][8] - **Entertainment**: Netflix reported a **10x acceleration** in production through the integration of Generative AI into its visual effects pipeline [7][8] - **Retail**: AI-powered robots in retail can perform stock-taking and predictive analysis, achieving a **3x to 4x ROI** within **3 to 4 months** [7][8] - **Education Technology (EdTech)**: AI created **1,200 learning modules** of **35 hours each** in just three days, enhancing consumer engagement by **3x** through AI-driven media solutions [7][8] Challenges and Solutions - **Power Consumption**: Data centers may require as much power as **New York City**, necessitating new power generation sources and more efficient distribution grids [6][9] - **Guardrails for AI Content**: The need for human reviewers and technical safeguards is emphasized to mitigate risks associated with AI-generated content [9][10] - **Transparency and Bias Mitigation**: Mechanisms to explain AI's decision-making processes and avoid bias are crucial for reliability [9][10] Technological Innovations - **Photonics and Quantum Computing**: These technologies are seen as transformative, with potential for **70% reduction** in energy consumption for certain accelerators [9][10] - **EUV Lithography Tools**: ASML's tools are essential for improving yield and reducing cycle time in semiconductor production, supporting AI training with increased power and reduced latency [9][10] - **Hybrid Bonding**: This technology offers advantages in chip performance and thermal efficiency, critical for data centers [9][10] Company Highlights - **Logitech**: Leveraging thousands of autonomous robots for continuous operation, resulting in clear cost benefits [7][8] - **Infineon**: Positioned positively due to its role in providing AI power semiconductors with a reliable track record [9][10] - **Nebius**: Focused on cost and energy-efficient GPUs, indicating a strong market position [9][10] Conclusion The symposium underscored the rapid advancements in AI and semiconductor technologies, highlighting both the opportunities for productivity gains and the challenges that need to be addressed for sustainable growth in these sectors [1][2][8]

Paymentus (PAY) Q2 2025 Earnings Call August 04, 2025 05:00 PM ET Company ParticipantsDavid Hanover - Investor RelationsDushyant Sharma - Founder, Chairman, President & CEOSanjay Kalra - SVP & CFODarrin Peller - Managing DirectorJohn Davis - Managing DirectorAndrew Polkowitz - Vice PresidentConference Call ParticipantsDavid Koning - Senior Research Analyst & Associate Director - ResearchZachary Gunn - Covering AnalystOperatorGood day and welcome to the Second Quarter twenty twenty five Pavementis Earnings C ...

Paymentus (PAY) Q2 2025 Earnings Call August 04, 2025 05:00 PM ET Speaker0Good day and welcome to the Second Quarter twenty twenty five Pavementis Earnings Conference Call. This call is being recorded. All participants are currently in a listen only mode. There will be an opportunity to ask questions following management's prepared remarks. And at this time, I will now turn the call over to David Hanover with Investor Relations.Go ahead.Speaker1Thank you, operator. Good afternoon. Welcome and thank you for ...