Key Takeaways GWRE rose 36% in 6 months, driven by cloud platform demand and strong deal activity. Guidewire closed 17 cloud-related deals in Q3, including major wins with Tier 1 and Tier 2 insurers. Rising expenses and premium valuation temper near-term upside for GWRE.Guidewire Software (GWRE) stock has appreciated 36.4% in the past six months, significantly outperforming the Zacks Internet Software industry's growth of 17.3%. San Mateo, CA-based Guidewire is a provider of software solutions for propert ...

Hewlett Packard Enterprise Company (HPE) M&A Announcement July 10, 2025 10:00 AM ET Speaker0Good day, and welcome to the Hewlett Packard Enterprise Live Audio Webcast on Juniper Networks Acquisition. All participants will be in a listen only mode. Please note that this event is being recorded. I would now like to turn the conference over to Paul Glaser, Head of Investor Relations. Please go ahead, sir.Speaker1Good morning. I am Paul Glaser, Head of Investor Relations for Hewlett Packard Enterprise. I would ...

Key Takeaways HubSpot's new AI-focused CRM solutions are driving growth. HUBS lands a Zacks Rank #1 (Strong Buy), and it trades 30% below its highs. Lumentum is a behind-the-scenes tech stock riding the AI boom. LITE is on the cusp of breaking out of its trading range. Wall Street shook off the wave of trade war and tariff updates and pushed the Nasdaq to new all-time highs on Wednesday.The upbeat day might signal that investors are learning lessons from the initial trade war fears, betting that Trump an ...

Core Viewpoint - Oracle Corp has experienced significant stock growth, climbing by 67% over the past year, driven by its cloud database services and strategic partnerships, although there are concerns about overvaluation and potential margin pressures [1][2][10]. Group 1: Financial Performance and Growth - Oracle's cloud database services have become a major revenue source, achieving a 31% year-over-year growth in the latest quarter, totaling $2.6 billion [5]. - The company projects a 24% growth rate for its cloud and MultiCloud divisions in fiscal 2025, increasing to over 40% in fiscal 2026, with cloud infrastructure growth expected to rise from 50% to 70% [3]. - MultiCloud database revenue from major providers like Amazon, Google, and Azure increased by 115% sequentially in the fourth quarter of fiscal 2025 [4]. Group 2: Strategic Initiatives and Partnerships - A new MultiCloud deal announced through Form 8-K is projected to generate over $30 billion annually, which is significant compared to Oracle's total revenue of $57.4 billion for fiscal 2025 [7]. - Partnerships with AI companies such as Kanverse.ai and PrimeVigilance are expected to enhance Oracle's presence in the cloud industry [7]. Group 3: Capital Expenditures and Valuation Concerns - Oracle's capital expenditures for fiscal 2026 could exceed $25 billion, which may stretch available capital as the company aims to maintain dividends and engage in share buybacks [8]. - The company's trailing P/E ratio of 54.1 is significantly higher than it was in mid-2024, indicating that the market may have already priced in some growth benefits [10]. - Concerns about steep discounts of 75% on services to U.S. federal government agencies could pressure margins and unsettle investors [9].

New deployment option accelerates time to protection and expands customer flexibilityLONDON, July 10, 2025 /PRNewswire/ -- Corero Network Security (AIM: CNS) (OTCQX: DDOSF), the distributed denial of service (DDoS) protection specialists, today announced that the orchestration plane of its flagship SmartWall ONE™ solution is now deployable in Akamai Compute, Akamai Technologies' edge-native cloud computing platform. This evolution gives customers more flexibility and agility in managing DDoS protection infr ...

Oracle will partner with DayOne Data Centers Singapore to establish its first cloud services center in Indonesia, people familiar with the matter said https://t.co/rsWjAnJnJt ...

对于所有数据工程新手来说，了解数据工程的基础知识至关重要。本文将是您进一步学习数据工程的跳板。 数据工程是每家数据驱动型公司的基石。从数据收集到决策，几乎所有数据使用步骤都依赖于数据工程。它堪称现代公司的 血液。数据流？没错，创建数据流正是数据工程师的工作之一。但我们先别急，先从基础开始。我们先来定义一下数据工 程，然后再详细讨论它的基本组成部分。 一 数据工程的定义 数据工程是设计、构建和维护系统的过程，该系统可以收集数据、存储数据、分析数据并基于数据做出决策。 这是所谓的"数据提供者"的工作之一，因为其目的是让其他数据用户（例如数据分析师、数据科学家、机器学习工程师）能 够访问数据，同时确保数据质量、准确性和格式适用性。 二 数据工程的基础知识 只有了解数据工程的基本原理才能更好地理解数据工程。 基础1：数据源和数据获取 数据工程师通常从许多不同的来源提取数据，并将其存储在一个地方，例如数据仓库。这个过程称为 数据提取 。 有几种不同类型的数据源、数据提取方法和工具。 数据源类型 根据数据类型，数据源可分为以下三类之一。 1.结构化数据源 结构化是指数据遵循预定义的模式，该模式将数据组织在由行和列组成的表 ...

Group 1 - Azerion has sold its subsidiary Whow Games to DoubleDown Interactive for a total consideration of €65 million, consisting of an upfront payment of €55 million and an earn-out of up to €10 million [1] - The sale is part of Azerion's strategy to reinforce digital advertising as its core business while expanding into cloud infrastructure and AI-driven solutions [2][3] - The company has previously optimized its portfolio, including the divestment of its social card games portfolio in 2023 for €81.3 million [3] Group 2 - Founded in 2014, Azerion has become a major player in digital advertising, generating €551 million in revenue in 2024, a 7% year-on-year increase, with a revenue guidance for 2025 between €600–650 million [4] - In Q1 2025, Azerion reported a 68% growth in EBITDA compared to the same period last year, attributed to a focus on efficiency and profitability [4] - The company has launched Azerion Intelligence, a platform providing affordable cloud hosting and access to open-source AI tools, addressing the growing demand for local alternatives to major cloud providers [5]

What is the vision. What is cloud kitchens for people who don't know. Food is at the center of the human experience, the center of humanity and just how we live.But it's got a lot of problems. Health, cost, convenience. It could be a hell of a lot better.At my last gig, we did Uber Eats. It was a starting point, but the difference with food versus rides is that the infrastructure was already there. You had a bunch of cars that were 98% unutilized, and so you just had to light it up.But to do food right, you ...

Core Viewpoint - Autodesk is positioned for potential new highs in Q3 due to its cloud transition, AI adoption, and strong financial performance, consistently outperforming consensus figures and providing favorable guidance [1][3] Financial Performance - Autodesk's revenue grew by 15% in Q1, an increase from 11% in the previous quarter and year, driven by client wins and market penetration [4] - The consensus for Q2 revenue growth is 14%, slightly lower than Q1, but revisions may lead to a higher range before results are released [9] - The company is forecasted to maintain a modest double-digit CAGR through the middle of the next decade, with earnings growth expected to outpace revenue growth [3] Market Sentiment - Analyst coverage remains steady with 23 analysts covering the stock, leading to a Moderate Buy sentiment that could shift to Strong Buy with recent revisions [2] - The price target for Autodesk has been raised to $343.64, indicating a potential upside of approximately 10% from current levels [1][2] Stock Dynamics - Autodesk's stock is at a critical resistance point, retesting highs from 2021, with a potential move above these levels signaling a market shift [5] - The company has reduced its share count by approximately 0.5% year over year through share repurchases, providing leverage for shareholders [10] Institutional Activity - Institutions own about 90% of Autodesk's stock, with a trend of buying in the first half of the year followed by selling in Q2, although initial reports for Q3 indicate significant buying activity [11][12]