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Atos - half-year-report on liquidity contract
Globenewswire· 2025-07-04 16:00
Regulated information Half-year report on Atos SE’s liquidity contract Paris, France - July 4, 2025 Pursuant to the liquidity contract entered into by Atos SE with Rothschild Martin Maurel, as at June 30, 2025, the following assets appeared on the liquidity account: 10,500 Atos shares € 1,291,866.00 Over the period from January 1, 2025, to June 30,2025, negotiations totalled: Number of transactionsNumber of shares tradedAmount of transactions in €Purchase4,63130,243,85713,932,498.88Sale4,737<td style="wi ...
Henry Schein (HSIC) Earnings Call Presentation
2025-07-04 12:48
Financial Performance & Guidance - Henry Schein reported FY2022 global net sales of $12.6 billion[8] - In Q1, GAAP diluted EPS was $0.91, and non-GAAP diluted EPS was $1.21[14] - Total sales growth was -3.8% (LCI -3.7%), but excluding PPE & COVID-19 Test Kits, LCI sales growth was strong at 6.3%[18] - EPS was negatively impacted by an estimated $0.24 due to lower contribution from PPE products and COVID-19 Test Kits, $0.04 from acquisition-related expenses, and $0.02 from foreign exchange[18] Henry Schein One & Dental Technology Market - Henry Schein One's 2022 revenue from dental practice management was approximately $550 million[20, 21] - The estimated dental technology market size is $2.3 billion, with an estimated market growth rate of 8-12%[26] - Henry Schein One has 100,000 active dental customers[26] Strategic Priorities & Market Trends - Henry Schein's strategic priorities include building complementary software, specialty, and services, operationalizing One Distribution, leveraging One Schein, and driving digital transformation[9] - Industry trends driving demand for Henry Schein One solutions include payment & claims innovation (72% of dentists are concerned with declining insurance reimbursement rates), AI & clinical decision support, customer dynamics (consumerization of healthcare), and dental practice consolidation[29, 30]
技术VS业务:企业数字化主导权该由谁执掌?
3 6 Ke· 2025-07-04 06:56
当前数字化转型建设已经成为了企业的必答题,但问题是大部分企业数字化建设的成果总是那么的不尽 人意,理想与现实存在较大的差异,各种问题层出不穷,最常见的现象就是技术、业务两张皮。 究其原因不外乎几大层面:技术能力不足、业务融合不够、运营管理没有、领导从未参与,一些企业最 离谱的是不上数字化还好,上了数字化管理反而更加混乱了,业务说是系统的问题,技术部门说是业务 部门管理能力的缺失,在老杨看来企业内部的技术与业务两大部门本就是欢喜冤家,有时候看似目标一 致都在想利用数字化技术提升效率,而实则在明争暗斗。 当项目立项时,技术与业务部门常常会因主导权问题而争论不止,比如信息部门认为自己有技术更懂数 字化更适合把控全局,而业务部门则认为自己的需求自己主导实现才更合理,信息部门参与反而引出很 多不必要的麻烦,看似双方都有理,那么谁更有理? 如果让信息部门主导数字化项目建设有何优劣? 众所周知信息部门的优势在于深厚的技术积累和专业能力,但老杨这里指的专业能力更多的则是技术方 面,虽然现在很多企业的信息部门随着项目经验的不断积累,相关综合专业能力也在不断提升,但在领 导及业务部门的眼里始终是不够的。信息部门最直观的优势就是熟 ...
Is Sterling Infrastructure Still a Buy at Premium Valuation?
ZACKS· 2025-07-03 16:26
Key Takeaways STRL shares trade at a 19.5% premium to the industry average based on the forward 12-month P/E ratio. Data center-related revenues surged nearly 60% in 1Q25, boosting the E-Infrastructure performance. Backlog rose 17% to $2.1B, with $1.2B from E-Infrastructure, supporting future growth and margin strength.Sterling Infrastructure, Inc.’s (STRL) shares are currently trading at a forward 12-month price-to-earnings (P/E) ratio of 25.29, a roughly 19.5% premium to the Zacks Engineering - R and D ...
Aeries Technology(AERT) - 2025 Q4 - Earnings Call Transcript
2025-07-03 13:02
Financial Data and Key Metrics Changes - For fiscal year 2025, the company reported total revenue of $70.2 million, a slight decline from $72.5 million in fiscal year 2024, primarily due to the exit from the Middle East business [12] - Core adjusted EBITDA reached $7.4 million, an increase of 365% from $1.6 million in the previous year, exceeding guidance of $6 million to $7 million [4][15] - The company ended the year with $2.8 million in cash and $1.1 million in long-term debt, providing flexibility for ongoing initiatives [15] Business Line Data and Key Metrics Changes - North America revenue grew 15% year over year from $57 million to $65.5 million, highlighting strong momentum in core markets [7][12] - The company has shifted focus to private equity-backed companies and exited lower-value, non-core geographies, which has strengthened its business model [5][6] Market Data and Key Metrics Changes - North America now represents over 93.3% of the company's revenue base, indicating a significant concentration in this market [6] - The company is seeing increased adoption of large-scale digital transformation initiatives among clients, reflecting a growing demand for its services [6][17] Company Strategy and Development Direction - The company has made intentional decisions to sharpen its strategy by focusing on core business areas and exiting non-core markets [5] - A new AI-centered global capability center framework has been launched, integrating intelligent automation and data-driven decision systems [10][11] - The company plans to continue hiring key personnel with relationships in the private equity industry to expand its pipeline and network [6][17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in fiscal year 2026, projecting revenue between $74 million and $80 million and adjusted EBITDA between $6 million and $8 million [16][17] - The company is experiencing strong traction with clients, with existing clients deepening their partnerships and an expanding private equity network [17][18] Other Important Information - The restructuring process is complete, and stock-based compensation is expected to be significantly lower moving forward [13][15] - Fiscal year 2025 will be the last year to report core adjusted EBITDA as a separate metric, transitioning to adjusted EBITDA and GAAP measures [15] Q&A Session Summary - No specific questions or answers were provided in the content regarding the Q&A session.
X @Elon Musk
Elon Musk· 2025-07-03 10:31
RT Ranil Wickremesinghe (@RW_SRILANKA)I thank @elonmusk for enabling Starlink satellite internet access for all Sri Lankans. This marks a significant step forward in the digital transformation of our nation.I look forward to meeting Elon soon to explore further advancements for Sri Lanka’s digital future. ...
CNA Financial Corp Digital Transformation Strategy Analysis Report 2025 | Accelerators, Incubators, and Innovation Programs
GlobeNewswire News Room· 2025-07-03 08:41
Group 1 - CNA Financial Corporation is an insurance holding company that provides commercial property and casualty insurance products, including general liability, management liability, professional liability, workers' compensation, marine, and business interruption insurance [2][3] - The company also offers surety and fidelity bonds, commercial auto insurance, and services such as risk management, warranty, and claims administration [2] - CNA markets its products through a network of brokers, independent agents, and managing general underwriters, operating in the US, Canada, and Europe [3] Group 2 - The report titled "Enterprise Tech Ecosystem Series - CNA Financial Corporation 2025" provides insights into CNA's technology activities, including digital transformation strategies, innovation programs, and technology initiatives [1][4] - Key topics covered in the report include digital transformation strategy, technology initiatives, investments, and partnerships [4][6] - The report also details estimated ICT budgets and major ICT contracts, providing insights into CNA's tech operations and strategies [6]
The rise of AgeTech | Christopher Kunney | TEDxSouth Congress
TEDx Talks· 2025-07-02 15:43
Christopher Kunney offered professional depth on how technology is reshaping care for the aging population. His talk highlighted the urgent need to innovate for longevity by addressing healthcare, equity, and digital transformation. He called for solutions that truly meet the evolving needs of seniors worldwide. Christopher Kunney is a brain tumor survivor, 2024 HIMSS Changemaker Award Recipient, and health equity advocate. He serves as Managing Partner and Digital Transformation Strategist at IOTECH Consul ...
Orange Strengthens Sovereignty With New Defense & Security Division
ZACKS· 2025-07-02 14:56
Key Takeaways Orange launched a Defense & Security Division under Orange Business to target critical sectors. The unit aims to deliver secure networks, data hosting, emergency comms and advanced cyber tools. Orange leverages vast fiber, satellite, 5G assets plus Orange Cyberdefense's 8% B2B growth in France.Orange S.A. (ORANY) recently launched a new Defense & Security Division under Orange Business. The initiative aligns with Orange’s long-term “Lead the Future” roadmap with an emphasis on sovereign-crit ...
Cathexis Successfully Completes the $5.8 Billion Sale of Yondr Group to DigitalBridge and La Caisse
Prnewswire· 2025-07-02 12:00
"I am proud to have supported Yondr on its journey since its formation in 2018. Yondr has become a vital infrastructure partner to many of the world's largest technology companies, and I believe DigitalBridge and La Caisse are the right partners to support Yondr through its next stage of growth. I look forward to seeing what the business will achieve," said William Harrison, CEO of Cathexis. "While many individuals contributed to the success of Yondr, I would like to thank Paul Cossell (former Chief Executi ...