Financial Data and Key Metrics Changes - Second quarter revenue grew 7.2% year over year in constant currency to $5.2 billion, marking the fourth consecutive quarter of year-over-year organic growth [6][26] - Adjusted operating margin improved by 40 basis points year over year to 15.6%, on track to achieve a margin expansion goal of 20 to 40 basis points for 2025 [7][35] - Bookings grew 18% year over year, translating to trailing twelve months growth of 6% [6][34] - Free cash flow for the second quarter was $331 million, compared to $183 million a year ago [36] Business Line Data and Key Metrics Changes - Financial Services grew 6% year over year, driven by digital engineering and legacy modernization [27] - Health Sciences grew 5% year over year, supported by organic growth across payers, providers, and life sciences customers [28] - Communication, Media, and Technology returned to organic growth, led by the technology sector [31] Market Data and Key Metrics Changes - North America led revenue growth with 8%, driven by financial services and health sciences [32] - Europe grew 4%, supported by life sciences and financial services clients [33] - The Rest of the World increased by about 6%, driven by financial services and health sciences [33] Company Strategy and Development Direction - The company is focusing on AI-led opportunities and disciplined execution to build a resilient and durable business [4] - The strategy includes a three-vector approach: enabling hyper productivity, industrializing AI, and identifying the enterprise [81] - The company is expanding its talent investments in emerging technology hubs and enhancing its AI capabilities [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the ability to drive large deal momentum and win new spend cycles in AI opportunities [23] - The demand environment remains dynamic, but the company is encouraged by its performance and pipeline [23][40] - The company expects revenue growth of 4% to 6% in constant currency for the full year 2025 [39] Other Important Information - The company plans to return $2 billion to shareholders in 2025, an increase from previous guidance [42] - A one-time non-cash tax expense of approximately $400 million is expected in Q3 due to changes in US tax laws [37] Q&A Session Summary Question: Clarification on bookings and pipeline outlook - Management confirmed a balanced mix of renewals and new business, with a healthy pipeline for the second half of the year [49][53] Question: Gross margin outlook - Management indicated that gross margin will be shaped by resource utilization and investments in large deals [54][57] Question: Pricing and business opportunities related to AI agents - Management discussed the potential for outcome-based pricing and the differentiation created by their AI capabilities [62][66] Question: Capital allocation and M&A pipeline - Management provided an update on capital allocation plans, indicating a decent pipeline for M&A in the second half of the year [69] Question: Healthcare segment headwinds and offsets - Management noted that their exposure to Medicaid and Medicare is limited, with a focus on productivity-led opportunities in healthcare [95] Question: Convergence of IT services and BPM - Management highlighted the unique opportunity presented by the convergence of operations, data, and AI [96] Question: Headcount increase and outlook for the second half - Management acknowledged the increase in headcount and its implications for resource management moving forward [101]

Core Insights - Concentrix Corporation has launched the latest version of iX Hero, enhancing customer interactions and enabling entry into new markets [1][5] - The new features, Harmony and Clarity, utilize agentic AI to improve customer experience by ensuring clearer communication and reducing background noise [2][5] - The implementation of these technologies has resulted in a 33.6% increase in Communication Scores and a 22.3% rise in Net Promoter Scores [3] Product Features - iX Hero Harmony optimizes speech patterns for better clarity while maintaining natural voice quality [2] - iX Hero Clarity focuses on background noise suppression to enhance audio quality during customer interactions [2] Client Impact - PODS, a leader in moving and storage, reports improved customer experience and increased sales close rates due to the use of iX Hero [4] - The integration of iX Hero allows clients to streamline interactions and gain insights more efficiently [4] Market Positioning - The latest iX Hero release is designed for scalability and is equipped with high-level security and compliance features [5] - It is optimized for customer experience teams located in the Philippines, India, and Latin America, facilitating global operations [5] Company Overview - Concentrix Corporation is a Fortune 500 company that provides technology and services solutions to over 2,000 clients across various industries [6] - The company focuses on delivering integrated solutions that address complex business challenges, leveraging unique data and advanced technology [6]

Q2 2025 Earnings Call July 30, 2025 Safe Harbor Statement and Non-GAAP Financial Measures Forward-Looking Statements This communication includes statements that express our opinions, expectations, beliefs, plans, objectives, assumptions, or projections regarding future events or future results and therefore are, or may be deemed to be, "forward-looking statements" within the meaning of the "safe harbor provisions" of the Private Securities Litigation Reform Act of 1995. These forward-looking statements can ...

Core Insights - Cognizant has formed a strategic partnership with WRITER to implement secure, domain-specific AI agents for enterprises, particularly in regulated industries like financial services and life sciences [1][2][4] - The collaboration aims to transition organizations from AI pilot projects to enterprise-scale adoption, focusing on security and compliance [2][4] - WRITER's platform utilizes proprietary Palmyra models and an enterprise-grade knowledge retrieval system to ensure accurate information from enterprise data [2][4] Group 1 - The partnership combines Cognizant's industry expertise with WRITER's end-to-end platform to enhance operational efficiency and competitive advantage for organizations [1][3] - Cognizant will leverage WRITER's pre-built industry agents and custom-created agents to explore high-impact workflows for clients [3][4] - The collaboration supports Cognizant's broader agentic AI strategy, including the Cognizant Agent Foundry framework, to design and manage AI agents across business functions [4][5] Group 2 - The partnership reflects Cognizant's commitment to engineering AI for impactful outcomes, focusing on productivity improvements and risk mitigation for clients [5] - WRITER's platform is designed for complex environments, ensuring that AI systems are accurate, secure, and compliant [4] - The collaboration aims to accelerate AI adoption for customers who require rapid implementation without compromising governance [4]

Group 1 - The S&P 500 is reaching new highs, but investors are advised to be cautious and consider reallocating portfolios towards small and mid-cap stocks driven by catalysts [1] - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, and has been an adviser to seed-round startups [1] - Alexander has been a contributor to Seeking Alpha since 2017 and his insights are featured in various trading apps like Robinhood [1]

Core Insights - Wolters Kluwer reported a 5% organic growth in the first half of 2025, driven by a 7% organic growth in recurring revenue streams, while non-recurring revenues declined due to macroeconomic uncertainty [4][6][54] - The company made significant advancements in integrating generative AI capabilities into its platforms, enhancing customer productivity and outcomes [4][18][19] Financial Performance - Total revenues for the first half of 2025 reached €3,052 million, a 6% increase compared to €2,891 million in 2024 [4][35] - Adjusted operating profit rose to €865 million, reflecting a 13% increase, with an adjusted operating profit margin of 28.4%, up from 26.5% in the previous year [4][36] - Adjusted net profit increased by 11% to €631 million, with diluted adjusted EPS rising to €2.70, a 14% increase [4][39] Revenue Breakdown - Recurring revenues accounted for 84% of total revenues, growing 7% organically, while non-recurring revenues declined 4% [6][54] - The Health division reported revenues of €788 million, up 2%, while Tax & Accounting revenues increased by 8% to €837 million [52][62] - Financial & Corporate Compliance revenues grew 6% to €635 million, and Legal & Regulatory revenues increased by 6% to €487 million [70][77] Strategic Initiatives - The company is focused on scaling expert solutions and advancing cloud-based software as a service (SaaS) revenue models [14][20] - Investments in generative and agentic AI are being prioritized to enhance customer workflows and decision-making processes [19][23] - Wolters Kluwer plans to divest its Finance, Risk & Regulatory Reporting unit for approximately €450 million, which is expected to complete in Q4 2025 [76] Shareholder Returns - An interim dividend of €0.93 per share has been declared, representing 40% of the prior year's total dividend [25] - The company is on track to complete a share buyback program of up to €1 billion, having repurchased €637 million worth of shares by July 29, 2025 [27][29] Outlook for 2025 - The company expects full-year 2025 organic growth to be in line with the previous year, with adjusted operating profit margin anticipated to be near the top end of the range [7][8] - Guidance for diluted adjusted EPS growth is projected to be in the mid- to high-single digits in constant currencies [7][8]

出门问问(02438)午后飙升逾40%，截至发稿，涨31.91%，报0.62港元，成交额5150.91万港元。 消息面上，出门问问近日携最新Agentic AI智能硬件TicNote、AIGC产品矩阵亮相2025世界人工智能大 会(WAIC2025)，并推出以TicNote赋能的《听见胡同》AI艺术展。TicNote是出门问问发布的新一代 Agentic AI软硬结合的产品，通过内置"Shadow AI"为用户构建"有记忆的AI记录+主动洞察+主动分析 +陪伴创作"的路径，适用于会议、电话沟通、路演、企业调研、商务会议、学术讲座、医生问诊、课 堂学习、采访沟通等场景。 值得注意的是，截至7月15日，TicNote的全球销量已突破万台，在国内居天猫、京东相关品类排行榜前 二名，国内部分区域已断货。据悉，TicNote最先在海外发布，其海外版本自2025年4月16日推出后，已 获得媒体及用户的广泛认可。今年6月，TicNote国内版本发布。 ...

Core Insights - Capgemini Group's performance showed improvement in Q2 2025, with a solid book-to-bill ratio of 1.08 and stable operating margin at 12.4% [3][10] - Client demand is primarily driven by efficiency and cost optimization, with significant traction in cloud, data & AI, and digital core services [4][9] - The company has narrowed its constant currency growth outlook for 2025 to between -1% and +1% [5][36] Financial Performance - H1 2025 revenues were €11,107 million, a decrease of 0.3% year-on-year on a reported basis, but a slight increase of 0.2% at constant exchange rates [6][7] - Operating profit for H1 2025 was €976 million, down 15% year-on-year, with an operating margin of 8.8% [11][53] - Net profit attributable to the Group was €724 million, reflecting a 13% decline compared to H1 2024, with basic earnings per share at €4.26 [12][54] Regional Performance - North America revenues increased by 1.6% year-on-year, with an operating margin of 16.3% [14][50] - The UK and Ireland region saw a revenue increase of 6.0%, although the operating margin decreased to 18.1% [15][50] - France experienced a revenue decline of 5.0%, while the operating margin improved to 10.0% [16][50] - Asia-Pacific and Latin America region revenues grew by 8.7%, driven by strong performance in Financial Services [18][50] Business Segment Performance - Strategy & Transformation services grew by 1.3%, while Applications & Technology services increased by 2.6% [19][52] - Operations & Engineering revenues decreased by 1.5% [19][52] Cash Flow and Debt - Organic free cash flow for H1 2025 was €60 million, down from €163 million in H1 2024 [13][55] - Capgemini's net debt stood at €2.8 billion as of June 30, 2025, unchanged from the previous year [26][57] Strategic Initiatives - Capgemini announced the acquisition of WNS for $76.50 per share, expected to enhance its capabilities in Agentic AI-powered Intelligent Operations [28][29] - A share buyback program of €2 billion has been approved, to be funded by organic free cash flow [31] Sustainability Efforts - Capgemini updated its ESG policy, reinforcing its commitment to sustainable growth and responsible business practices [32][34] - The company received an Ecovadis Platinum rating for its sustainability achievements [33]

PayPal's installment payment portfolio again grew more than the core business, with BNPL volume up more than 20%. During PayPal's Q2 earnings call, Chief Executive Alex Chriss devoted the most airtime to digital wallet growth and last week's launch of PayPal World. PayPal Holdings Inc. used its Q2 earnings call to talk less about inflation or consumer spending softness and more about the tactics it says will secure its place at the virtual and in-store cash register. Chief Executive AlexChriss laid out a fi ...

Core Insights - Rapid7, Inc. has launched Incident Command, a next-gen SIEM designed to enhance threat detection and response capabilities for security teams [1][3] - The platform integrates attack surface management with threat detection, utilizing Agentic AI workflows to streamline operations and improve efficiency [2][4] Product Features - Incident Command automates triage with an accuracy of 99.93%, saving over 200 SOC hours per week [3][7] - The platform unifies various security functions, including SIEM, SOAR, ASM, and threat intelligence, into a single interface for improved analyst workflows [7] - It offers deep exposure visibility and integrated threat intelligence for actionable insights during threat detection and incident response [7] Market Positioning - Rapid7 aims to differentiate itself in the crowded SIEM market by combining exposure management with threat detection capabilities [4] - The launch aligns with the company's mission to simplify access to security outcomes and enhance the measurable impact of security teams [3] Upcoming Events - Incident Command will be showcased at Black Hat USA on August 6-7, 2025, in Las Vegas [5]