Key Takeaways Microsoft delivered exceptional Q4 results, beating estimates on cloud and AI strength.Azure achieved 39% growth and surpassed $75B in annual revenues for fiscal 2025.AI monetization accelerates with Copilot reaching 100M monthly active users.Microsoft (MSFT) delivered exceptional fourth-quarter fiscal 2025 results, which exceeded the Zacks Consensus Estimate across all key metrics, demonstrating the company's dominant position in the rapidly expanding cloud and artificial intelligence markets ...

FORT LAUDERDALE, Fla., Aug. 07, 2025 (GLOBE NEWSWIRE) -- EdgeMode, Inc. (OTC: EDGM), a next-generation provider of high-performance, sustainable computing infrastructure, today announced it has signed a non-binding term sheet for a $4 million convertible note financing, subject to the execution of definitive agreements and closing. The anticipated capital will support the acquisition of Blackberry AIF as well as the development of EdgeMode’s recently acquired digital infrastructure sites in Sweden. This acq ...

Amdocs (DOX) Q3 2025 Earnings Call August 06, 2025 05:00 PM ET Speaker0Thank you for standing by, and welcome to the Amdocs Third 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. As a reminder, today's program is being recorded. And now I'd like to introduce your host for today's program, Matt Smith, Head of Investor Relations.Please go ahead, sir.Speaker1Thanks, opera ...

Amdocs Limited NASDAQ: DOX Fiscal Q3 2025 Earnings Presentation August 6, 2025 Shuky Sheffer President & CEO Tamar Rapaport-Dagim CFO & COO Disclaimer The information contained herein in this presentation or delivered or to be delivered to you during this presentation does not constitute an offer, expressed or implied, or a recommendation to do any transaction in Amdocs Limited securities or in any securities of its affiliates or subsidiaries. This presentation and the comments made by members of Amdocs man ...

Core Insights - The First Trust Cloud Computing ETF (SKYY) launched on May 27, 2011, offers broad exposure to the Technology ETFs category, with a focus on cloud computing [1] - SKYY is managed by First Trust Advisors and aims to match the performance of the ISE Cloud Computing Index, which tracks companies in the cloud computing industry [5] Fund Characteristics - SKYY has accumulated over $3.45 billion in assets, making it one of the larger ETFs in the Technology sector [5] - The ETF has an annual operating expense ratio of 0.60% and a trailing dividend yield of 0.00% [6] - The fund's portfolio is heavily weighted in the Information Technology sector, comprising approximately 84.4% of its assets [7] Holdings and Performance - Oracle Corporation (ORCL) is the largest holding at about 5.4%, with the top 10 holdings accounting for approximately 40.42% of total assets [8] - As of August 6, 2025, SKYY has returned roughly 1.04% year-to-date and is up approximately 39.23% over the past year [10] - The ETF has a beta of 1.23 and a standard deviation of 28.45% over the trailing three-year period, indicating medium risk [10] Alternatives - Other ETFs in the cloud computing space include Global X Cloud Computing ETF (CLOU) and WisdomTree Cloud Computing ETF (WCLD), with assets of $311.28 million and $345.29 million respectively [12] - CLOU has an expense ratio of 0.68% while WCLD has a lower expense ratio of 0.45% [12]

Summary of Oracle Corp Conference Call Company Overview - **Company**: Oracle Corp - **Industry**: Global Software - **Current Rating**: Outperform - **Price Target**: $308.00 (previously $269.00) [1][3] Key Insights - **Cloud Transition**: Oracle is in the early stages of a significant transition to Cloud services, with Oracle Cloud Infrastructure (OCI) expected to become the 4th largest global hyperscaler. Growth is anticipated to accelerate, particularly driven by AI advancements [1][3]. - **Revenue Growth Projections**: Two scenarios are modeled for revenue growth: - **Scenario 1**: Revenue expected to exceed $104 billion by FY29. - **Scenario 2**: Incorporates an additional $30 billion contract, projecting total revenue of approximately $135 billion by FY29 [2][20][35]. - **Financial Metrics**: - **Adjusted EPS**: Projected to grow from $5.12 in FY23 to $6.03 in FY25. - **Revenue Growth**: Expected CAGR of 7.2% from $49.96 billion in FY23 to $57.40 billion in FY25. - **Operating Earnings**: Anticipated to grow from $20.90 billion in FY23 to $25.03 billion in FY25, with a CAGR of 9.4% [5]. - **Free Cash Flow (FCF)**: Expected to ramp up significantly over the long term, with initial declines in the next 2-3 years due to growth investments [28]. Investment Implications - **Valuation Adjustments**: The adjusted P/FE target multiple has been increased from 31x to 35x, reflecting confidence in Oracle's growth trajectory and operational execution [3][25]. - **Market Positioning**: Oracle is establishing itself as a significant player in the hyperscaler market, with potential to become the 3rd largest [17]. - **Long-Term Strategy**: Oracle's management is focused on long-term value creation, willing to invest in growth despite short-term impacts on financial performance [26][27]. Financial Performance Metrics - **Operating Margin**: Expected to improve from 41.8% in FY23 to 43.6% in FY25 [5]. - **Net Income Margin**: Projected to increase from 28.4% in FY23 to 30.1% in FY25 [5]. - **Market Capitalization**: Approximately $709.32 billion [6]. Additional Considerations - **AI Revenue Growth**: AI-related revenue is projected to grow from $1.7 billion in FY25 to $21.7 billion by FY29, indicating a CAGR of over 85% [46]. - **CAPEX and Financing**: Oracle may need to raise additional capital to fund its growth, potentially through debt, stock sales, or pre-payments on contracts [25]. - **Operational Efficiency**: The company is expected to manage operating expenses effectively, with a conservative estimate of 12% growth in the higher revenue scenario [37]. Conclusion Oracle Corp is positioned for substantial growth driven by its cloud transition and AI initiatives. The company is expected to significantly increase its revenue and profitability over the next 5-10 years, making it an attractive investment opportunity. The management's long-term focus and strategic positioning in the hyperscaler market further enhance its investment appeal.

Toast (TOST) Q2 2025 Earnings Call August 05, 2025 05:00 PM ET Speaker0Good afternoon. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to Toast Second Quarter twenty twenty five Earnings Conference Call. Today's call will be forty five minutes. I'll now turn the call over to Marco Seno, Senior Vice President of Finance.You may begin your conference.Speaker1Thank you. Welcome to Toast's earnings conference call for the second quarter ended 06/30/2 ...

Arista Networks (ANET) Q2 2025 Earnings Call August 05, 2025 04:30 PM ET Company ParticipantsRudolph Araujo - Head - Investor AdvocacyJayshree Ullal - Chairperson & CEOTodd Nightingale - President & COOChantelle Breithaupt - Senior VP & CFOGeorge Notter - Managing DirectorMeta Marshall - MD & VPAmit Daryanani - Senior MD - Equity ResearchMichael Ng - MD - Global Investment ResearchSimon Leopold - Managing DirectorKarl Ackerman - MD - Equity Research, Semiconductors & IT HardwareDavid Vogt - Managing Directo ...

Core Insights - Microsoft reported fourth-quarter fiscal 2025 earnings with $76.4 billion in revenue, an 18% year-over-year increase in constant currency, and earnings per share of $3.65, up 22% year-over-year in constant currency [1][2] Group 1: Cloud and AI Performance - Microsoft Cloud revenue grew by 25% year-over-year, with Azure achieving $75 billion in annual revenue, a 34% increase year-over-year for fiscal 2025 [2][4] - Azure's annual revenue reached $168 billion, up 23% year-over-year, with over 400 data centers across 70 regions and more than two gigawatts of new data center capacity added [4][5] - The adoption of AI and Copilot products is expanding, with Microsoft 365 Copilot surpassing 100 million monthly active users and GitHub Copilot Enterprise customers increasing by 75% quarter-over-quarter [6][7] Group 2: Financial Metrics and Capital Allocation - The commercial remaining performance obligation (RPO) rose to $368 billion, up 35% year-over-year, with 35% expected to be recognized as revenue within 12 months [8][9] - Microsoft achieved a 45% operating margin, up two percentage points year-over-year, despite higher capital expenditures, indicating operational leverage [8] - Management anticipates capital expenditures exceeding $30 billion in the first quarter of fiscal 2026, with stable operating margins expected for the fiscal year [10] Group 3: Future Outlook - Fiscal 2026 is projected to deliver double-digit revenue and operating income growth, driven by sustained demand for cloud and AI offerings [10] - Azure revenue growth is forecasted at approximately 37% year-over-year in constant currency for the first quarter of fiscal 2026 [10]

Kyndryl (KD) Q1 2026 Earnings Call August 05, 2025 08:30 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Kindrel Fiscal First Quarter twenty twenty six 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 con ...