May 15, 2025 10:40 AM GMT Alibaba Group Holding | Asia Pacific BABA 4QF25 CMR beat, but Cloud in line Reaction to earnings Strengthens our thesis In-line Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month Source: Company data, Morgan Stanley Research Key Takeaways Exhibit 1: 4QFY25 results review | Alibaba Group | Mar-24 | Dec-24 | Mar-25 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | YE Mar | 4Q24 | 3Q25 | 4Q25e | 4Q25 | ...

Up to 300 R&D jobs could initially be created in Japan, highlighting the country's strategic importance to Ericsson Investment to support Japan's connectivity ecosystem of partners, suppliers and customers globally R&D innovation to help accelerate the build-out of national digital infrastructure, through deployment of open high-performing programmable networksSTOCKHOLM, May 15, 2025 /PRNewswire/ -- Ericsson (NASDAQ: ERIC) plans to ramp up its commitment to Japan's connectivity ecosystem through R&D invest ...

据了解，全省119所技工院校已与2700多家知名企业（华为、京东、科大讯飞等）建立合作关系， 组建23个特色产业联盟（集团），开设2152个订单班、冠名班和企业新型学徒班，近年来毕业生就业率 维持在98%以上。 记者观察发现，随着数字化和人工智能加速进入生产生活领域，新增专业的行业界限越来越模糊。 如徐州机电技师学院的"数字化设计与制造"高级工专业、徐州工程机械技师学院的"智能装备运行与维 护"技师专业属于机械大类，而常州技师学院的"人工智能技术应用"分布在信息大类，苏州市吴中技师 学院今年新增的"工业机器人应用与维护"又属于电子电工大类。专家认为，这反映了数字化和人工智能 技术的普及正在打破传统行业界限，高端化、复合型技能人才正成为新需求。 省人社厅5月14日发布消息，根据《江苏省技工院校教学管理规范》，经专家审核、综合评议，江 苏拟在南京技师学院等65所技工院校增设"数字媒体技术应用"等138个专业，其中有6个专业是江苏技工 院校根据地方产业发展需求，在国内首次开设。 今年新增专业，大多是应校企合作企业用工需求而设立。"此次增设的138个专业中，41个专业与数 字技能相关、33个专业与先进制造业相关、22 ...

Arcos Dorados Holdings (ARCO) Q1 2025 Earnings Call May 14, 2025 10:00 AM ET Company Participants Daniel Schleiniger - VP of Investor RelationsMarcelo Rabach - CEO & DirectorLuis Raganato - Chief Operating OfficerMariano Tannenbaum - Chief Financial Officer Daniel Schleiniger Good morning, everyone, and thank you for joining our first quarter twenty twenty five earnings webcast. With us today are Marcelo Rabach, our Chief Executive Officer Luis Saganador, our Chief Operating Officer and Mariano Tannenbaum, ...

Arcos Dorados Holdings (ARCO) Q1 2025 Earnings Call May 14, 2025 10:00 AM ET Speaker0 Good morning, everyone, and thank you for joining our first quarter twenty twenty five earnings webcast. With us today are Marcelo Rabach, our Chief Executive Officer Luis Saganador, our Chief Operating Officer and Mariano Tannenbaum, our Chief Financial Officer. Today's webcast, which is being recorded, will consist of prepared remarks from our leadership team, which will be accompanied by a slide presentation also availa ...

T-Mobile US (TMUS) FY Conference Summary Industry Overview - The telecom industry is experiencing growth, with service revenues and profitability on the rise. From 2022 to 2024, the industry grew free cash flows by 50% while enhancing consumer offerings [4][5] - T-Mobile has consistently outperformed competitors in customer growth, service revenue, and free cash flow generation [4][5] Company Positioning and Strategy - T-Mobile aims to transition from a challenger to a champion in the wireless ecosystem, focusing on three key advantages: best network, best value, and superior customer experiences [4][5] - The company is undergoing a digital transformation to enhance customer experience further [6] Subscriber Growth and Market Dynamics - T-Mobile is confident in achieving its highest-ever total postpaid guidance, with strong performance in gross additions and net subscriber growth [8][9] - The competitive environment remains favorable, with T-Mobile positioned as a net share taker in the industry [9][10] - In Q1, T-Mobile reported the highest postpaid gross and net additions, with service revenue three times that of the nearest competitor [10][11] Churn and Rate Plan Optimization - The increase in churn in Q1 was primarily due to rate plan optimizations, which were communicated to customers in March and implemented in April and May [12][13] - T-Mobile anticipates that churn will stabilize as customers adjust to the new rate plans [12] Growth Segments - T-Mobile is focusing on growth in smaller markets, rural areas, enterprise, and government sectors, with significant opportunities remaining in these segments [18][19] - The company is also seeing growth in fixed wireless and has plans to expand its network in underpenetrated areas [19][20] Fiber and Broadband Initiatives - T-Mobile's broadband segment has seen success with new pricing and packaging, leading to record net additions and ARPU growth [32][33] - The company aims to reach 12 million broadband subscribers by the end of 2028, with significant improvements in speed and customer satisfaction [35][36] Financial Performance and Guidance - T-Mobile raised its service revenue guidance to a 6% year-over-year increase, with half of this growth attributed to acquisitions [52] - The company is investing in customer net additions and digitalization while maintaining a strong EBITDA growth outlook [54][55] Macro Environment and Consumer Sentiment - The telecom industry is resilient to macroeconomic changes, with communications becoming a higher priority for consumers [57][58] - T-Mobile's premium plans have a 60% activation rate among new accounts, indicating strong consumer demand for higher-value offerings [61] Capital Allocation and M&A Strategy - T-Mobile has a capital allocation plan of $80 billion through 2027, with a focus on M&A, shareholder returns, and strategic investments [65][66] - The company is open to exploring value-accretive fiber opportunities but currently has no immediate M&A announcements [72] Advertising and Adjacent Opportunities - T-Mobile is enhancing its advertising capabilities through partnerships and acquisitions, aiming to improve targeting and measurement for advertisers [69][70] - The company is considering investments in adjacent businesses that leverage its distribution and brand strengths [72] T-Satellite Offering - T-Mobile's T-Satellite service is positioned as a unique offering that enhances connectivity and drives customer value, particularly in premium rate plans [75][76] This summary encapsulates the key points from the T-Mobile US FY Conference, highlighting the company's strategic positioning, growth opportunities, financial performance, and future outlook in the telecom industry.

MUNICH, May 09, 2025 (GLOBE NEWSWIRE) -- Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY), based in Munich and a global semiconductor leader in power systems and IoT, today announced that Daniel Gyoery, Senior Director Investor Relations will present at the dbVIC - Deutsche Bank American Depositary Receipt (ADR) Virtual Investor Conference on May 15, 2025. This virtual investor conference is aimed exclusively at introducing global companies with ADR programs to investors. DATE: May 15th TIME: 9:00 EDT / 1 ...

Core Insights - Kitron has secured a multi-year agreement with a U.S.-based customer for the manufacturing of advanced sensor-based products aimed at the European market, valued at approximately EUR 7 million annually, starting in late Q4 2025 [1][2] - The agreement highlights Kitron's manufacturing capabilities and its strategy to enhance growth in the Connectivity sector through technology leadership and operational excellence [2] Company Overview - Kitron is a leading Scandinavian electronics manufacturing services company, operating in sectors such as Connectivity, Electrification, Industry, Medical devices, and Defence/Aerospace [3] - The company has a workforce of about 2,400 employees and reported revenues of EUR 647 million in 2024 [3]

Sampo plc, interim statement, 7 May 2025 at 8:30 am EEST Sampo Group’s results for January-March 2025 Top-line growth stood at 9 per cent on a currency adjusted basis on the back of continued strong development in target growth areas within the private operations in the Nordics and the UK.Underwriting margins benefited from a benign winter and large claims, and a continued positive underlying trend in the Nordics, leading the combined ratio to improve to 84.6 per cent.The underwriting result increased by 30 ...

KBR (KBR) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Speaker0 Hello, everyone, and thank you for joining us for today's KBR's First Quarter twenty twenty five Earnings Conference Call. My name is Drew, and I'll be the operator today. During today's call, after the prepared remarks, there will be a Q and A session. It's now my pleasure to hand over to Jamie DeBray to begin. Please go ahead when you're ready. Speaker1 Thank you. Good afternoon, and welcome to KBR's first quarter fiscal twenty twenty five ...