HAUPPAUGE, N.Y., May 28, 2025 (GLOBE NEWSWIRE) -- AmpliTech Group, Inc. (Nasdaq: AMPG, AMPGW), a leading designer, developer, and manufacturer of advanced signal processing components for satellite, public and private 5G, and other communications networks, including full 5G/6G system design and global distribution of integrated circuit assembly packages and lids, today proudly announces a significant milestone: the FCC Certification of its cutting-edge ORAN MPRU-Gen3-3537-AE-AI 5G radios. This achievement m ...

Core Insights - Lockheed Martin's Skunk Works and the Danish Ministry of Defence successfully demonstrated F-35 interoperability, showcasing the aircraft's role as a force multiplier in Multi-Domain Operations (MDO) [1][4] - The demonstration involved a Danish F-35 sharing classified data with a command center in Denmark using open systems technology, highlighting advancements in real-time data sharing capabilities [2][3] - The collaboration between Lockheed Martin and the Danish MOD emphasizes the importance of Open Systems Architecture for seamless integration across various platforms and systems [4] Company Overview - Lockheed Martin operates over 1,170 F-35s globally, which have collectively surpassed 1 million flight hours, underscoring the aircraft's operational significance [5] - The F-35 is deployed from 50 bases worldwide, with 10 nations operating the aircraft on their home soil, indicating its widespread adoption and critical role in maintaining air dominance [5] - Lockheed Martin is committed to delivering innovative open architecture solutions that enhance multi-domain integration capabilities among allied forces [4][6]

The past month has been a solid one for Cloudflare (NET -1.12%) investors as share prices of the company have shot up an impressive 39%. Even better, it looks like its impressive rally is here to stay following the release of its latest quarterly results.Cloudflare reported its first-quarter 2025 results on May 8, and the stock price popped more than 6% the following day. The company, which is known for providing internet infrastructure solutions such as content delivery networks (CDNs) and cloud security o ...

Investment Rating - The report emphasizes the importance of application modernization through middleware transformation, indicating a positive outlook for investments in Event-Driven Architecture (EDA) and related technologies [5][6]. Core Insights - The report outlines that many enterprises aim to emulate the success of digitally native businesses, highlighting the necessity for IT transformation to enhance efficiency, scalability, and integration capabilities [4][5]. - EDA is presented as a revolutionary approach that enables real-time data exchange and improved scalability, making it essential for modern applications [6][9]. Summary by Sections Overview of Modern Event-Driven Architecture (EDA) - EDA promotes loosely coupled, asynchronous communication, enhancing system responsiveness and scalability compared to traditional architectures [9][13]. - Key components of EDA include event producers, brokers, and consumers, which work together to facilitate real-time processing [10][11][19]. Benefits of EDA in Modern Applications - EDA enhances responsiveness, allowing for immediate reactions to events, which is crucial for applications like fraud detection and real-time analytics [30]. - Scalability is achieved through the decoupling of services, enabling independent scaling based on demand, particularly beneficial during high-traffic events [30][31]. Real-World Examples of EDA Implementations - Companies like Netflix utilize EDA to manage microservices, enhancing user experience through real-time event tracking [33]. - Uber employs EDA for real-time ride requests and dynamic pricing, allowing efficient matching of riders and drivers [35]. - Amazon leverages EDA for order processing and inventory management, ensuring smooth operations through event-triggered actions [37]. Data Mesh and AI Adoption - Data Mesh decentralizes data ownership, allowing business domains to manage their data as products, enhancing accessibility and reliability [42][44]. - EDA supports AI adoption by ensuring comprehensive data logging, which is essential for training AI models and enabling real-time decision-making [48][55]. Conclusion - The integration of EDA, Data Mesh, and AI-driven intelligence is crucial for enterprises to achieve scalability, agility, and real-time decision-making in a competitive digital landscape [57][58].

Lam Research Corporation (NASDAQ:LRCX) 53rd Annual JPMorgan Global Technology, Media and Communications Conference Call May 13, 2025 2:30 PM ET Company Participants Ram Ganesh - Vice President of Investor Relations Timothy Archer - President and Chief Executive Officer Conference Call Participants Harlan Sur - JPMorgan Harlan Sur Great. Why don't we go ahead and get started? Good afternoon, and welcome to the first day of JPMorgan's 53rd Annual Technology, Media and Communications Conference. My name is Har ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $99.9 million, more than doubled year over year, and was in line with guidance of $94 million to $104 million [25][35] - Non-GAAP gross margin was 30.7%, above the guidance range of 29% to 30.5%, and up from 28.9% in Q4 2024 [28][29] - Non-GAAP net loss for Q1 was $0.9 million or $0.02 per share, compared to a loss of $12 million or $0.31 per share in Q1 2024 [30] Business Line Data and Key Metrics Changes - CATV segment revenue was $64.5 million, up more than six times year over year and increased 24% sequentially, driven by 1.8 GHz amplifier shipments [25][26] - Data center products revenue was $32 million, up 11% year over year but down 28% sequentially due to inventory digestion [25][26] - Telecom segment revenue was $2.9 million, up 29% year over year but down 17% sequentially [27] Market Data and Key Metrics Changes - 70.8% of data center revenue came from 100 Gbps products, with 10% from 200 Gbps and 400 Gbps products, and 10% from 40 Gbps products [26] - The top 10 customers represented 97% of revenue, with one customer in CATV contributing 64% and another in data center contributing 27% [28] Company Strategy and Development Direction - The company is focused on expanding production capacity for 800 Gbps and higher transceivers, with plans to reach approximately 40,000 transceivers per month by the end of 2025 [13][24] - The company aims to return non-GAAP gross margin to around 40% in the long term, driven by manufacturing efficiencies and improved product mix [29] - The company is committed to onshoring production to meet customer demand for domestic manufacturing, particularly in light of tariff concerns [15][16] Management's Comments on Operating Environment and Future Outlook - Management noted strong demand in the CATV market and positive long-term growth trends in both CATV and data center markets [12][18] - The company expects a modest sequential decrease in CATV revenue in Q2 due to retooling for Motorola-style amplifiers [35] - Management remains vigilant regarding tariff impacts but does not expect significant effects in Q2 based on current information [12] Other Important Information - The company ended Q1 with $66.8 million in cash and equivalents, down from $79.1 million at the end of Q4 2024 [32] - Capital expenditures for the year are expected to be between $120 million and $150 million, with a focus on expanding production capacity [34] Q&A Session Summary Question: What is the status of channel inventory for cable TV products? - Management has good knowledge of inventory levels and is intentionally building inventory in anticipation of revenue ramp due to tariff concerns [37][38] Question: Can you clarify the retooling to Motorola-style amplifiers? - The company is shifting production to Motorola-style amplifiers and expects to have significant inventory of both products by June [52] Question: What is the long-term market outlook for 800 Gbps products? - The market for 800 Gbps is expected to grow significantly, with the company aiming to be a major supplier for Amazon and other hyperscale customers [55][76] Question: What is the margin differential between cable TV and data center transceivers? - Cable TV products currently have margins that are 300 to 600 basis points higher than data center products [81] Question: What is the qualification status for 800 Gbps products? - The company is in the final qualification phase for several customers and expects to ramp production significantly in the second half of the year [83][85]

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $99.9 million, more than doubled year over year, and was in line with guidance of $94 million to $104 million [9][26] - Non-GAAP gross margin was 30.7%, above the guidance range of 29% to 30.5%, and improved from 28.9% in Q4 2024 and 18.9% in Q1 2024 [29][30] - Non-GAAP net loss for Q1 was $0.9 million or $0.02 per share, compared to a loss of $12 million or $0.31 per share in Q1 2024 [31] Business Line Data and Key Metrics Changes - CATV segment revenue was $64.5 million, up more than six times year over year and increased 24% sequentially, driven by shipments of 1.8 GHz amplifiers [10][26] - Data center products revenue was $32 million, up 11% year over year but down 28% sequentially due to inventory digestion by a major customer [10][26] - Telecom segment revenue was $2.9 million, up 29% year over year but down 17% sequentially [28] Market Data and Key Metrics Changes - 60% of revenue came from CATV products, 32% from data center products, and 3% from FTTH, telecom, and other [26] - Demand for certain 100G products surged in Q1, potentially related to tariff concerns, but supply constraints limited production [20][27] Company Strategy and Development Direction - The company is focused on expanding production capacity for 800G and higher transceivers, with plans to reach approximately 40,000 transceivers per month by mid-2026 [14][15] - The company aims to minimize tariff impacts by assessing supply chain and manufacturing operations, with a commitment to onshore production [17][35] - The company is actively engaging with customers, particularly in the hyperscale data center market, to expand revenue opportunities [19][68] Management's Comments on Operating Environment and Future Outlook - Management noted strong demand in the CATV market and positive long-term growth trends in both CATV and data center markets [12][13] - Tariffs had no material impact on Q1 financials, and management does not expect significant impact in Q2 based on current information [13] - The company expects Q2 revenue to be between $100 million and $110 million, with a modest sequential decrease in CATV revenue and an increase in data center revenue [36] Other Important Information - The company ended Q1 with $66.8 million in cash and equivalents, down from $79.1 million at the end of Q4 2024 [32] - Total debt, excluding convertible debt, was $46.1 million, slightly up from $46 million in the previous quarter [32] - The company raised $98 million net under a new at-the-market offering to fund investments in production and R&D [34] Q&A Session Summary Question: Understanding channel inventory for cable TV products - The company has good knowledge of inventory levels through reports from MSOs and channel partners, and there is an intentional inventory buildup due to tariff situations [38][40] Question: Progress with 800G products - The company expects to ramp up production capacity to about 100,000 pieces per month by the end of the year, with a significant revenue contribution anticipated in the second half [44][45] Question: Manufacturing in China - The company is not manufacturing any products with a country of origin in China for tariff purposes, although some operations occur there [46] Question: Retooling to Motorola style amplifiers - The company is shifting production to Motorola style amplifiers, expecting to have significant inventory of both products by June [54][55] Question: Long-term market for 800G - The market for 800G is expected to grow significantly, with the company positioned to capture a substantial share, particularly with major customers like Amazon [57][76] Question: CapEx needs and funding - The company has completed a significant ATM offering and is exploring other funding options, but remains confident in achieving profitability this year [60][61]

Nokia Corporation Managers' transactions 7 May 2025 at 18:00 EEST Nokia Corporation - Managers' transactions (Öistämö) Transaction notification under Article 19 of EU Market Abuse Regulation. On 29 April 2025, the Annual General Meeting of Nokia Corporation resolved that approximately 40% of the annual fee of the Board members be paid in Nokia shares. In accordance with this resolution, the following shares have been purchased for and on behalf of the Board member. __________________________________________ ...

Welcome everyone to today's LinkedIn live. I'm Joti Swarup, chief marketing officer at DDN and I'm thrilled to have you here on what is my first LinkedIn live ever. So this is exciting for me personally. But what's more exciting and apt is that I have a special guest with me uh Moith Kohari who is the VP of AI and financial services at DDN and he spent years helping firms navigate the chaos of markets regulations and now uh transformative technology and AI. So Moyes I'll I'll let you uh introduce yourself t ...

Core Insights - Zscaler's 2025 Phishing Report reveals a significant shift in phishing tactics, with cybercriminals leveraging Generative AI for targeted attacks against critical business functions, emphasizing the need for a Zero Trust + AI defense strategy [2][3] Phishing Trends - Global phishing attempts decreased by 20%, with a nearly 32% drop in the U.S., attributed to improved email authentication standards, yet emerging markets like Brazil, Hong Kong, and the Netherlands are experiencing increased phishing activity [4] - Established markets such as India, Germany, and the UK continue to face persistent phishing threats as attackers adapt to local patterns [4] Attack Methods - Phishing campaigns are increasingly exploiting community platforms like Facebook, Telegram, Steam, and Instagram for brand spoofing, malware distribution, and social engineering attacks, with tech support scams reaching over 159 million hits in 2024 [5][8] - Cybercriminals are utilizing Generative AI to enhance their attacks, creating fake websites and deepfake content to deceive users, particularly targeting sensitive departments like payroll, finance, and HR [6][7] Defensive Strategies - Zscaler's Zero Trust Exchange provides comprehensive protection against evolving phishing threats by securing users, applications, and data throughout the attack chain, highlighting the importance of a proactive, multi-layered defense approach [8][10] - The company emphasizes the necessity of AI-powered defenses to counteract the sophisticated tactics employed by cybercriminals [3][10]