Key Takeaways PANW's SASE business grew ARR 36% YoY in Q3 FY25, more than double the overall market growth. Prisma Access Browser drove one-third of seats sold, with 3M licenses sold since acquiring Talon. PANW added 6,000 SASE customers, with 40% of Q3 additions being net new to the company.Palo Alto Networks (PANW) is showing robust growth in Secure Access Service Edge (SASE), its cloud-based network security offering. In the third quarter of fiscal 2025, SASE was its fastest-growing business, with the ...

We're going to start with closing our eyes. Think of Jamaica. What is the first thing that comes to mind.Are you picturing rolling green landscapes, crystal clear waters, white sandy beaches, maybe palm trees swaying in a nice cool breeze. Maybe even a thatched roof wooden structure sitting in the sand. Now open your eyes.If you thought of any of these things, you're not alone because tourism, media, and postcards as part of it have taught us that this is the only Jamaica. But what about this image. Do you ...

Santa Clara, CA, June 12, 2025 (GLOBE NEWSWIRE) -- As artificial intelligence continues to redefine the boundaries of computing, the infrastructure powering these advancements must evolve in parallel. A recognized leader in power semiconductor technology, ROHM is proud to be among the key silicon providers supporting NVIDIA’s new 800 V High Voltage Direct Current (HVDC) architecture. This marks a pivotal shift in data center design, enabling megawatt-scale AI factories that are more efficient, scalable, and ...

Aptiv (APTV) 2025 Conference June 11, 2025 08:55 AM ET Speaker0 Joined by Aptiv, a a global industrial tech leader that provides advanced electrical safety, connectivity, and software solutions to both the light vehicle, commercial vehicle markets, and also other industrial markets as well. Key to Aptiv's story right now is the company is looking to spin off its EDS business, which I'm sure we'll we'll dive into more during the conversation. From the company, I'm very honored to be joined by Kevin Clark, ch ...

Specialist Sales APAC Specialist Sales 09 June 2025 Taiwan Insurance (KGI downgrade), India Insurance (HDFC Life), SMFG (Olive seminar), JGB roundtable Ayano Tsunoda +81 3 6736 7628 ayano.tsunoda@jpmorgan.com Today: Australia June Consumer Confidence (8:30), Indonesia May Foreign Reserves (11:00), Japan May Machine Tool Orders (14:00) Call highlight: JGB supply/demand roundtable @ TOMORROW (6/11) 15:30 HKT/8:30 GMT (30 min) w/ rates sales & JGB & Insurance analysts 3 key highlights today: | Date | | Bank | ...

Legendary American design icons blend signature engineering and architectural stylesJACKSON CENTER, Ohio, June 9, 2025 /PRNewswire/ -- Airstream®, the iconic manufacturer of world-class recreational vehicles, and the Frank Lloyd Wright Foundation have partnered to debut the Airstream Frank Lloyd Wright Usonian Limited Edition Travel Trailer. A tribute to American design and organic architecture, the limited-edition travel trailer personifies Frank Lloyd Wright's unmatched architectural vision and Airstream ...

VinFast Auto (VFS) Q1 2025 Earnings Call June 09, 2025 08:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to FinFast Q1 twenty twenty five Financial Results and Q and A Webcast. 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 would now like to hand the call over to Amanda Baier, VP of Investor Relations. Thank you. Please go ahead. Speaker ...

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 ...

Lam Research (LRCX) 2025 Conference June 03, 2025 12:20 PM ET Speaker0 From BFA Semiconductor team and really delighted and honored to have the team from Lyme Research join us this morning and Doug Bettinger, the CFO of Lyme Research. And we will start with a quick safe harbor statement from Doug, and then we'll get into the q and a. But please feel free to raise your hand during the session if you would like to bring something up. But with that, back over to you. Speaker1 Hey. Listen. I encourage you to ta ...

Constellation Brands (STZ) 2025 Conference Summary Industry Overview - The conference focused on the beverage alcohol industry, particularly the beer segment, with a significant emphasis on the Hispanic consumer market and broader consumer trends. Key Points and Arguments Consumer Behavior and Market Trends - The Hispanic consumer segment, which constitutes roughly half of Constellation's business, is currently facing challenges due to inflation and immigration concerns, leading to reduced dining out and social occasions, with 75% of Hispanic consumers going to restaurants less [1][2][3]. - Despite these challenges, brand loyalty remains strong, and brand health metrics are at an all-time high [4]. - There is a noticeable shift in consumer spending habits, with Hispanic consumers spending less time in convenience stores and opting for broader market stores [6][7]. - Non-Hispanic consumers are also exhibiting value-seeking behavior, influenced by inflation, leading to trade-down behavior primarily in lower price segments [10][11]. Brand Performance and Strategy - Constellation Brands has successfully developed its non-Hispanic consumer base, with Modelo's demographic shifting from 80% Hispanic to 55% over recent years [11]. - The company maintains a strong market position, with Modelo identified as a significant growth driver, particularly in California where its market share is double the national average [44]. - Corona is expected to maintain a neutral growth trajectory, while Pacifico is emerging as a strong growth driver, particularly among younger consumers [47]. Financial Outlook and Guidance - The company anticipates a transitional year for its beer business, with a focus on maintaining a 39% to 40% margin target, supported by low single-digit volume growth and pricing strategies [25][27]. - A robust restructuring program is expected to yield savings exceeding $200 million, with a significant portion benefiting the wine and spirits business [22]. - Operating cash flow is projected to reach approximately $2.7 to $2.8 billion in fiscal 2026, with expectations for continued growth in subsequent years [74][78]. Innovation and Product Development - Constellation is focusing on price pack architecture to cater to varying consumer spending capabilities, introducing smaller pack sizes to meet consumer needs [16][17]. - The company is committed to maintaining a simple SKU assortment, which enhances efficiency and effectiveness in distribution [32][36]. - Investments in R&D and data analytics are aimed at improving product quality and consumer insights, with a focus on internal capabilities [90][92]. Marketing and Brand Support - Constellation Brands is committed to maintaining high marketing spend, with a focus on effective channels such as live sports and digital advertising [56][59]. - The company emphasizes the importance of brand health and consumer engagement, ensuring that marketing efforts are aligned with consumer trends [53][54]. Long-term Aspirations - The company aims to continue outperforming the market, gaining share, and ensuring that its stock reflects its operational results by 2030 [93][94]. Additional Important Insights - The company has increased its influence with major retailers, achieving category captain status in over 80% of accounts, which has contributed to share gains [66]. - Constellation's relationship with wholesalers is strong, with a focus on delivering growth and profitability [73]. - The company is strategically managing its debt profile, with plans for early redemption of senior notes to optimize its financial structure [82][84]. This summary encapsulates the key discussions and insights from the Constellation Brands conference, highlighting the current challenges and strategic initiatives within the beverage alcohol industry.