April 29, 2025 1Q 2025 Financial Results Cautionary Statement Regarding Forward-Looking Statements This presentation, as well as other statements we make, contains "forward-looking statements" within the meaning of the federal securities laws, which include any statements that are not historical facts. Such statements often contain words such as "expect," "may," "can," "believe," "predict," "plan," "potential," "projected," "projections," "forecast," "estimate," "intend," "anticipate," "ambition," "goal," " ...

PARISApril 29, 2025 Valeo records first-quarter sales of 5.3 billion euros. Valeo confirms its objectives for 2025, thanks to its ability to rapidly adapt its costs, and its strict policy on mitigating and obtaining compensation for the impact of tariffs. Valeo records further commercial achievements in ADAS. Sales of 5.3 billion euros, down 1% on a like-for-like basis (LFL)Original equipment sales stable LFLAftermarket sales up 3% LFL 2025 objectives confirmed, based on recent S&P Global Mobility as ...

Industry Overview - Software has become central to technological innovation, benefiting from increased demand for digital transformation and cloud migration, although weakened consumer spending is impacting the industry [1] - Enterprises are delaying large IT expenditures due to a challenging global economy characterized by inflation, high interest rates, and unfavorable foreign exchange rates, which may negatively affect earnings this season [1] Positive Trends - The rise of software-as-a-service (SaaS), cloud platform migration, and demand for hybrid work solutions are significant tailwinds for companies like Affirm Holdings, Block, BILL Holdings, and Atlassian [2] - Increased adoption of cloud services, IoT, AR/VR devices, and 5G deployment are expected to enhance software stock performance this earnings season [3] - The growing threat of cyberattacks is driving enterprises to invest more in cloud-based security solutions, favoring software-defined models over traditional hardware [4] Business Models and Innovations - A customer-centric approach allows users to perform actions with minimal provider intervention, while pay-as-you-go and subscription models ensure recurring revenues [5] - The proliferation of AI-powered solutions in various sectors is expected to benefit industry players [6] Company-Specific Insights - Affirm Holdings is set to report Q3 fiscal 2025 results with a Zacks Rank 1 and an Earnings ESP of +63.27%, projecting revenues of $783.1 million, a 35.9% year-over-year increase [9][10] - Block is scheduled to report Q1 2025 results with an Earnings ESP of +7.52% and a Zacks Rank 3, estimating revenues of $6.18 billion, reflecting a 3.8% year-over-year improvement [13][14] - BILL Holdings is expected to report Q3 fiscal 2025 results with a Zacks Rank 3 and an Earnings ESP of +0.30%, forecasting revenues of $354.8 million, a 9.8% increase year-over-year [15][16] - Atlassian is set to report Q3 fiscal 2025 results with a Zacks Rank 3 and an Earnings ESP of +0.93%, estimating revenues of $1.35 billion, compared to $1.19 billion in the year-ago quarter [18][19]

Core Insights - Blackbaud is enhancing K-12 independent schools' technology capabilities through its flexible partner ecosystem, allowing for customized software solutions tailored to specific needs [1][2][3] Group 1: Blackbaud's Offerings - Blackbaud's Total School Solution enables schools to improve enrollment, retention, family engagement, and academic programs by providing a comprehensive software suite [3] - The SKY API® facilitates easy customization of software solutions, ensuring schools can leverage the latest innovations while maintaining reliability [2][3] - Integration with various partners, such as Odin and BrightArrow, allows schools to streamline operations and enhance communication and payment processes [3][4] Group 2: Partner Solutions - Almabase offers a platform for digital engagement and fundraising, ensuring data consistency across systems through integration with Blackbaud's Raiser's Edge NXT® [5] - August Schools provides a centralized hub for student health and wellness information, improving efficiency and data-driven decision-making [5] - BrightArrow specializes in customized communication solutions, enhancing emergency notifications and mass communication capabilities for schools [5][6] Group 3: Company Background - Blackbaud is a leading software provider focused on social impact, serving nonprofit and education sectors, with over $100 billion managed through its platforms annually [8] - The company has been recognized in various lists for its responsible business practices and employee satisfaction [8]

Company Announcement no. 05/2025 cBrain aims to create and lead two new global solution niches Copenhagen, April 29, 2025 The faster-than-anticipated shift in the government IT market toward COTS government software presents new strategic opportunities for cBrain. As a result, cBrain (NASDAQ: CBRAIN) has announced to adjust its growth strategy during the first half of 2025 to capitalize on these market changes. Consequently, the growth strategy is extended by adding a focus on two market niches with glob ...

ASHBURN, Va., April 29, 2025 /PRNewswire/ - DXC Technology (NYSE: DXC), a leading Fortune 500 global technology services provider, has been ranked as a top provider in Everest Group's "Individual Life Insurance Core Technology Products PEAK Matrix® Assessment 2025: North America." This acknowledgment underscores DXC's leadership in helping insurers modernize their operations to improve the customer experience, optimize business processes, and reduce costs. DXC Ranked Top Individual Life Insurance Core Techn ...

WASHINGTON, April 29, 2025 (GLOBE NEWSWIRE) -- Verizon today announced the launch of its first Government Cloud-Managed Software Defined Wide Area Network (SD WAN) product. Built on Verizon’s Federal Risk and Authorization Management Program (FedRAMP) High Ready Government Cloud Platform for U.S. federal agencies, the new offering is highlighted by the platform’s first SaaS Managed SD WAN solution. This innovative offering, already FedRAMP High Ready and built to NIST 800-53 controls, provides Federal agenc ...

Core Insights - The article discusses the rise of "Vibecoding," a new AI programming approach that allows users to give instructions to coding agents and receive code based on natural language feedback, making programming accessible to both technical and non-technical users [2][3][4]. Group 1: Vibecoding Overview - Vibecoding enables users to guide coding agents using intuitive natural language feedback, allowing for a more interactive coding experience [2][3]. - Both technical experts and novices are utilizing Vibecoding, with many professionals shifting from traditional coding to leveraging large language models for code generation [2][3][4]. Group 2: User Segmentation and Tools - Different companies are catering to various user segments, with some focusing on integrated development environments (IDEs) for developers, while others target non-technical users with tools for creating web applications [3][4][5]. - Tools like Cursor are rapidly gaining popularity, with reports of significant growth in annual recurring revenue (ARR), indicating a strong market demand for user-friendly coding solutions [6][7]. Group 3: Application Development Trends - The concept of "personal software" is emerging, allowing users to create customized applications for individual needs, which was previously difficult for non-technical users [7][13]. - The tools are capable of generating dynamic web applications, surpassing the limitations of static websites, and enabling users to create interactive features [7][8]. Group 4: Technical Foundations and Challenges - The success of Vibecoding tools is attributed to advancements in foundational AI models and the availability of vast amounts of code data for training [9][10]. - Despite the impressive capabilities of these tools, challenges remain in handling complex applications and ensuring reliability in code generation [11][12]. Group 5: Market Dynamics and Future Trends - The market for AI programming tools is expected to evolve, with potential for differentiation based on user skill levels and specific functionalities [16][17]. - Pricing strategies are currently based on usage, but there is a call for more transparent and value-based pricing models to better serve different user segments [18][19]. Group 6: Future Innovations - The future of AI programming tools may include more integrated services and innovative interaction methods, such as visual design interfaces that appeal to younger generations [22][24]. - The development of Model Context Protocol (MCP) servers is anticipated to enhance the capabilities of coding agents, leading to a more robust plugin ecosystem [25].

Tyler Technologies (TYL -0.56%) was given the cold shoulder by analysts on the first trading day of the week. On the back of an analyst's price cut, the company's share price eroded, although not by an alarming figure. It declined 0.6% for an uninspiring performance, considering the S&P 500's (^GSPC 0.06%) marginal (less than 0.1%) Monday rise.Snip, snipThat was roughly proportionate with the cut enacted by Wells Fargo's Michael Turrin. He shaved $20 off his Tyler price target for a new fair-value assessmen ...

Core Viewpoint - REE Automotive Ltd. is poised for significant growth in 2025 with the expected delivery of its first software-defined vehicle (SDV), the P7-C, and has seen strong market validation with reservations nearing $1 billion [3][4]. Business Highlights - 2024 was a pivotal year for REE, marking the commencement of production for the P7-C, the first FMVSS-certified full by-wire commercial vehicle in the U.S., with deliveries anticipated in the first half of 2025 [3][4]. - The company has increased reservations to nearly $1 billion, indicating strong demand for its SDV technology [8]. - Collaborations with Motherson Group and Roush Industries are expected to enhance REE's supply chain and delivery capabilities for SDVs [8]. - A memorandum of understanding (MOU) has been signed with a leading technology company to expand REE's access to the global autonomous transportation market [8]. - REE has achieved significant technology milestones, including FMVSS certification and the completion of its first autonomous drive with Airbus UpNext [8]. Financial Results - As of December 31, 2024, REE expects to report $72.3 million in cash and short-term investments, down from $85.6 million in 2023 [9]. - The anticipated GAAP net loss for 2024 is $111.8 million, or $7.01 loss per share, an improvement from a net loss of $114.2 million, or $11.32 loss per share, in 2023 [9]. - The expected fourth-quarter 2024 GAAP net loss is $37.3 million, or $1.51 loss per share, compared to $38.5 million in Q3 2024 and $35.2 million in Q4 2023 [9]. Upcoming Events - The company will reschedule the release of its fourth-quarter and fiscal year 2024 financial results to May 15, 2025, before market opening [10]. - A conference call will be held on the same day at 8:30 a.m. ET to discuss financial results and recent developments [10].