🔥 TODAY: Anthony Pompliano says, “The US government at some point will announce they’re buying Bitcoin.” https://t.co/Nwi1HlbcTk ...

Core Insights - IDEX Biometrics ASA has entered into a strategic partnership with Savyint Group to launch biometric FIDO Access cards in Vietnam and Southeast Asia, marking a significant step in the company's commercial expansion [1][5] - The partnership aims to meet the increasing demand for secure digital authentication solutions across various sectors in Southeast Asia, including finance, government, healthcare, and education [2][5] Company Overview - IDEX Biometrics ASA is a global leader in fingerprint biometrics, focusing on authentication solutions for payments, access control, and digital identity [7][8] - Savyint Group is a prominent IT security company with a strong presence in digital identity and trust services, particularly in the Asia-Pacific region [6][7] Market Dynamics - The global digital identity solutions market is projected to grow from $43.07 billion in 2025 to $153.63 billion by 2032, driven by rising cybersecurity threats and regulatory compliance [3] - The FIDO authentication market is expected to expand at a 24.4% CAGR, reaching $5.72 billion by 2029, as organizations increasingly adopt passwordless authentication [3] Product Innovation - The IDEX Total Access card integrates traditional access card convenience with advanced fingerprint biometric authentication, eliminating the need for passwords and enhancing security [4] - The cards are designed for various applications, including enterprise access control and digital identity verification, providing instant and secure authentication [4] Strategic Implications - The partnership with Savyint Group is a crucial step for IDEX in establishing a distribution channel strategy in the high-growth Southeast Asian market [5] - This collaboration positions both companies to leverage the accelerating shift towards biometric authentication solutions and supports broader regional expansion [5]

Core Insights - Orange Group reported solid first-half results for 2025, with an EBITDAaL growth of 3.8% and an increase in organic cash flow by 7.7%, prompting an upgrade of the EBITDAaL growth target for the year [2][3][6] Financial Performance - Revenues for the first half of 2025 reached €19,853 million, a slight increase of 0.3% compared to the previous year [2][58] - EBITDAaL for the first half was €5,675 million, reflecting a growth of 3.8% [2][58] - Consolidated net income excluding the GEPP provision was €1,167 million, while including the provision, the net income was -€105 million [9][10] - eCAPEX for the first half was €3,023 million, up 4.1% year-on-year [11][58] - Free cash flow from telecom activities was €1,086 million, down 13.5% year-on-year due to license payment phasing [13][58] Regional Performance - France's revenues decreased by 2.2% to €8,569 million, with retail services stable [16][27] - Africa & Middle East segment saw a revenue increase of 12.8% to €4,140 million, marking the tenth consecutive half of double-digit growth [16][31] - European revenues remained stable at €3,495 million, with retail services growing by 1.2% [16][36] Operational Highlights - The mobile customer base reached 261.6 million globally, with a 6.4% increase, while fixed broadband accesses grew by 4.4% [7][36] - Orange maintained its leadership in mobile network quality in France for the 14th consecutive time [29] - The launch of a new division in Orange Business dedicated to defense and security aims to capitalize on opportunities in the sovereignty sector [5][42] Strategic Initiatives - Orange's sustainability efforts included issuing a €750 million sustainable bond and exceeding its 2025 target for reducing greenhouse gas emissions by 41% [19][20] - The company is focused on digital inclusion, having provided free digital training to 2.9 million beneficiaries since 2021 [21] Future Outlook - The full-year guidance for EBITDAaL growth has been raised to above 3% [6][17] - The company aims to achieve organic cash flow from telecom activities of at least €3.6 billion by the end of 2025 [17]

Core Insights - JCDecaux has been awarded the exclusive advertising concession for Brussels Airport, effective January 1, 2026, following a competitive tender [1][2] - The partnership with Brussels Airport, which has served 23.6 million passengers in 2024, will focus on enhancing passenger experience and advertiser visibility through high-quality products and technological innovation [2][3] Group 1: Contract Details - JCDecaux will install, manage, and market advertising displays inside, outside, and around Brussels Airport, continuing a partnership that has lasted 18 years [2][3] - The contract emphasizes sustainability and safety, with objectives for green energy, recyclable materials, and waste management [4] Group 2: Strategic Positioning - JCDecaux is the leading outdoor advertising company globally and operates in 39 countries, with a strong presence in Belgium, including street furniture concessions in major cities [5][7] - The new digital screens at Brussels Airport will be integrated into JCDecaux Belgium's programmatic offer, complementing the existing 1,400 digital furniture units across the country [5] Group 3: Company Performance - In 2024, JCDecaux reported a revenue of €3,935.3 million and has a daily audience of 850 million people across more than 80 countries [7] - The company is recognized for its sustainability efforts, having joined the Euronext Paris CAC® SBT 1.5° index and achieving high ratings in various sustainability assessments [9]

It seems Konstantin Lomashuk(@Lomashuk) borrowed 85M $USDT from #Aave to buy $ETH!He borrowed 85M $USDT from #Aave and transferred 80M $USDT to #AmberGroup.#AmberGroup deposited 80M $USDT into exchanges, and withdrew 15,814 $ETH($59.75M) from exchanges.https://t.co/Uq4xyi2qzKhttps://t.co/C6AeepQQsR ...

Chinese households became more pessimistic last quarter and their view of the jobs market fell to the worst ever, according to a survey by the central bank. https://t.co/mJFN2vp0Eu ...

Despite his nickname, Ozzy Osbourne was, deep down, a fan of pop music. Here are five notable tracks by rock’n’roll’s “prince of darkness” https://t.co/iQ3FFaOH8M ...

Tesla is facing stiff competition from China's BYD, which is set to overtake the US company in annual global EV sales. The decline in sales in Tesla comes amid Elon Musk's foray into American politics and a lack of new models from the US company. BYYD, which excels in cost-effective manufacturing and emerging autonomous offerings, has narrowed the technology gap between the two.The success of BYYD has come to symbolize the rise of Chinese auto manufacturing, an industry that was once heavily reliant on fore ...

Core Insights - Waste Management reported better-than-expected Q2 2025 results with adjusted EPS of $1.92, exceeding the $1.89 estimate, and GAAP revenue of $6.43 billion, surpassing the $6.36 billion consensus, indicating strong operational performance and integration of acquired businesses [1][2] Financial Performance - Adjusted EPS (Non-GAAP) increased by 5.5% year-over-year from $1.82 to $1.92 [2] - GAAP revenue rose 19.0% year-over-year from $5.40 billion to $6.43 billion [2] - Adjusted Operating EBITDA reached $1.92 billion, an 18.8% increase from $1.62 billion in Q2 2024 [2] - Free Cash Flow (Non-GAAP) significantly increased by 54.3% year-over-year to $818 million [2] Business Overview - Waste Management operates in waste collection, processing, recycling, and disposal across North America, serving various sectors including municipalities and healthcare [3] - The company has focused on sustainability projects and has expanded through mergers and acquisitions, particularly in the healthcare sector [4] Operational Highlights - The core collection and disposal business generated $5.78 billion in revenue, up 7.1%, with an adjusted EBITDA margin of 31.3% [5] - Renewable energy projects contributed to double-digit operating EBITDA gains despite a decline in average prices for renewable credits and recycled commodities [6] - The Healthcare Solutions segment generated $646 million in revenue, with ongoing integration efforts improving margins [7] Strategic Initiatives - The company is investing in automation and technology, leading to workforce reductions but aiming for improved efficiency and safety [11] - Waste Management is on track to achieve targeted synergies of $80 to $100 million for fiscal 2025, with a long-term goal of $300 million in run-rate EBITDA synergies by 2027 [7] Outlook - Management reaffirmed full-year targets, with adjusted operating EBITDA guidance at $7.55 billion and free cash flow guidance raised to $2.8–2.9 billion for fiscal 2025 [12] - Revenue outlook for 2025 was adjusted to $25.28–$25.48 billion due to lower recycling commodity prices [12] - Investors should monitor the development of the healthcare segment and the impact of commodity prices on earnings [13]

AIA will report 2Q/1H25 results on 21 Aug, before market open. We estimate an acceleration in VONB growth in 2Q (16% yoy vs. 13% in 1Q25) and net free surplus generation in 1H25 (+9% yoy in 1H25 vs. +2% yoy in FY24). We don't expect any additional buybacks for FY25. We believe investors should focus on underlying drivers of VONB and free surplus generation growth, including 1) underlying growth in mainland China (excl. economic assumption changes impacts) and in the newly established regions; 2) HK sales mo ...