Equity Research U.S. Internet 20 June 2025 U.S. Internet Charts Worth a Look – AI Talent War Heating Up? Seven-figure retention bonuses and lengthy non-competes may not be enough to keep top talent at the largest AI labs, although recent headlines suggesting much larger payouts (and acqui-hires) indicate the AI talent wars continue to escalate. We appreciate your 5-star vote in the 2025 Extel All-America Research Survey in the Internet Largecap and Internet Small & Midcap categories. View our analysts » Vot ...

Group 1 - Alicia Zuiker has joined TransUnion as Executive Vice President and Chief Human Resources Officer, effective June 23, 2025 [1][2] - Zuiker has extensive experience in leading global talent strategies across various industries, including financial services and technology, and will oversee Human Resources and Communications at TransUnion [2][3] - TransUnion aims for growth and innovation, emphasizing the importance of its workforce in achieving these goals, as stated by President and CEO Chris Cartwright [3] Group 2 - Zuiker's previous roles include Chief People Officer at Lyft and Visby Medical, and she has a strong background in HR leadership from her 14 years at GE [2][3] - TransUnion operates globally with over 13,000 associates in more than 30 countries, focusing on creating trust in the marketplace through reliable consumer representation [4] - The company leverages data and insights to provide innovative solutions beyond credit, including marketing, fraud, risk, and advanced analytics, contributing to economic opportunity and personal empowerment [4]

>> "BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST. CAROLINE HYDE NEW YORK, ED LUDLOW IN SAN FRANCISCO. ED: COMING UP, SAM ALTMAN SAYS THAT MEHTA OFFERED HIS EMPLOYEES SIGNING BONUSES AS HIGH AS $100 MILLION.CAROLINE: AND A WIN FOR THE CRYPTO INDUSTRY AFTER A STABLECOIN BILL PASSES THE SENATE. WE DISCUSS IT WITH DAVID SACHS. ED: ANOTHER EXTENSION OF THE SALE ON TIKTOK.FRANK MCCOURT JUNIOR TALKS ABOUT HIS BID. CAROLINE: IN THESE MARKETS, THE MACRO PERSPECTIVE IS THAT THE FED DECISION IS COMING IN A FEW HOURS AND ...

So the figures are astronomical and there is a way to make sense of this stuff. And I'm going to use the acronym c, T Chips Data Talent. So those are the three pillars of AI development.And basically, you can kind of make sense of what all of these different AI firms are doing based on where they have weaknesses in those areas. So if you think about that, they have got the chips, they most definitely have got the data, but it's the talent where it's seeming like they're needing to pick up pace a little bit. ...

Press Release 74Software Appoints Julia Siepmann as Group Chief Human Resources Officer Paris, June 17, 2025 – 74Software today announces the appointment of Julia Siepmann as Group Chief Human Resources Officer, effective as of 19th May 2025. Julia Siepmann brings over 20-years of global experience in strategic human resources management within technology-driven companies undergoing companywide transformation. Throughout her career, she has demonstrated a strong ability to lead deep cultural evolutions, imp ...

Spectrum Has Provided $1.8 Million in College Scholarships Through Spectrum Scholars Since 2020Key Takeaways: 15 college students awarded $20,000 each in scholarships. Spectrum Scholars provides access to mentorship, networking and a Spectrum internship. Program bolsters Spectrum's U.S.-based talent pipeline and future workforce.STAMFORD, Conn., June 16, 2025 /PRNewswire/ -- Spectrum today introduced the fifth class of Spectrum Scholars, a group of 15 rising college juniors who each will receive a $20,000 s ...

RESTON, Va., June 12, 2025 /PRNewswire/ -- Every day, Leidos (NYSE: LDOS) employees tackle customers' most vexing challenges in defense, homeland security, information technology, intelligence, health, energy, and more. This summer in the U.S., nearly 900 summer interns from 290 colleges and universities are gaining valuable experience working across all aspects of the technology company's operations.Leidos has more than tripled its summer intern class size since 2016, reflecting a focus on attracting, deve ...

大湾区大学是由广东省人民政府举办、东莞市政府投入保障的公办高水平新型研究型大学。早 在2018年，全国人大代表、深圳大学校长李清泉和农工党中央便提出建设大湾区大学的相关 建议。2019年，当时的全国人大代表马化腾也提出了相似的倡议，随后该校正式立项。大湾 区大学于2021年开始动工建设，松山湖校区已于2024年完工。根据校方此前披露的计划，计 划至2030年，大湾区大学的招生规模达到10000生，远期预留5000生；本科生与研究生规模比 例达1：1左右。 据南方财经记者了解，针对本科生，大湾区大学首批设置了数学与应用数学、物 理 学 、 计 算 机 科 学 与 技 术 、 材 料 科 学 与 工 程 和 工 业 工 程 等 5 个 本 科 专 业 ， 目 前 物 质科学学院、理学院、信息科学技术学院和先进工程学院等二级学院的师资队伍 也已到位，如今拟正式开启本科招生。 作 者丨郑康喜 伍素文 编 辑丨于长洹 6月11日，教育部官方发布关于拟同意设置本科高等学校的公示。公示称，拟同意设置大湾区 大学等10所学校。 大湾区大学（筹）副校长、信息科学技术学院讲席教授李晓明在一场面向高三学子的冬令营活 动上透露，大湾 ...

More than 4,795 Organizations Around the World including AdventHealth, BDO Canada, JLL, and Pfizer Use Workday to Attract, Retain, and Develop Top TalentWorkday Illuminate Boosts Recruiter Capacity By 54%PLEASANTON, Calif., June 10, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, has been named a Leader in the inaugural Gartner® Magic Quadrant™ for Talent Acquisition (Recruiting) Suites. A complimentary copy of the report is available here.Workday's ...

Financial Data and Key Metrics Changes - Total revenue for Q1 was $124.2 million, down approximately $3.6 million or 2.8% year over year [19] - Adjusted EBITDA was $22.1 million or 17.8% of revenue, up from $18.9 million or 14.8% of revenue in the prior year [21] - GAAP net loss was $38 million compared to $27.6 million in the prior year, with GAAP net loss per share at $4.57 compared to $3.42 [22] - Free cash flow was $26.2 million, an improvement of $15.8 million from $10.4 million in the prior year [23] Business Line Data and Key Metrics Changes - Talent Development Solutions (TDS) revenue was $99.1 million, up 1% year over year [18] - Global Knowledge (GK) revenue was $25.1 million, down approximately $4.7 million or 15.7% year over year, impacted by softer demand in the public sector [18][19] - TDS dollar retention rate for Q1 was 99%, compared to 100% last quarter and 99% one year ago [19] Market Data and Key Metrics Changes - There was a decline in U.S. public sector discretionary live learning spending, while large-scale non-U.S. public sector deals increased [10] - The company is investing in international growth, particularly in sectors like AI, cloud computing, and cybersecurity [11] Company Strategy and Development Direction - The company is focused on executing its transformation plan and driving success for customers and learners [5][8] - A renewed focus on go-to-market strategy is emphasized, with new leadership additions aimed at enhancing brand awareness and demand [6][7] - The company aims to return to top-line growth and deliver continued margin expansion while generating positive free cash flow [16] Management's Comments on Operating Environment and Future Outlook - Management noted macroeconomic uncertainty leading to lower discretionary spending and elongated decision-making processes [8][16] - Confidence in the business strategy was reinforced by positive feedback from customer events and a strong deal pipeline [15][38] - The outlook for the full fiscal year remains unchanged, with expectations for revenue between $530 million and $545 million [26] Other Important Information - The company is closely monitoring macroeconomic conditions and potential impacts on business [26] - The first quarter is typically the highest seasonal free cash flow quarter, with expectations of cash usage in the second quarter [23][24] Q&A Session Summary Question: What are the underlying KPIs that give confidence in the full-year target? - Management highlighted the growth in TDS and a strong deal pipeline in GK, suggesting potential for improvement if the market stabilizes [30][32] Question: How should we think about the government business and its recent softness? - Management noted that discretionary spending in the U.S. federal sector impacted revenue, but there is positive activity in European public sectors [48][50] Question: What changes or improvements can be expected under the new CFO? - The focus will be on integrating finance into every decision and aligning it with go-to-market strategies to drive growth [54]