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Music performance | Lavínia Oliveira | TEDxPorto
TEDx Talks· 2025-07-22 16:11
[Música] [Música] when couldn't look you [Música] just like an angel your screen makes me cry you flow like a feather in the Beautiful world. I wish I was special. Oh, you so very special.[Música] But I'm a Oh, I What a hell doing here. Oh, I don't be here. [Música] Run [Música] I [Música] will die.What the hell doing here. [Música] Oh, I don't belong here. I don't belong.[Música] Obrigada. [Aplausos] Olá a todos. Como é que vocês estão.Estão a gostar. Ainda bem. Meu nome é Lavina Oliveira, eu tenho 16 anos ...
Why Sustainable Journalism Matters Now More Than Ever | Minodora Sălcudean | TEDxChouaibDoukkaliU
TEDx Talks· 2025-07-22 16:09
So dear friends, dear colleagues, my speech today is a great chance to advocate not only for quality and responsible journalism but also for the for the necessity imperative necessity of its sustainability. In what follows I uh will use a short form of this idea. I will say QR journalism is not a new concept.Uh it's just a way to simplify my my speech today. Maybe in the world today are millions such speeches about journalism. But I don't care. I don't think they are enough.And beside that, I come here in f ...
Listening to the sound of your soul. | Bernadett Ditroi | TEDxSaronno
TEDx Talks· 2025-07-22 16:08
La terapia musicale è un potente strumento di trasformazione personale, in grado di stimolare il benessere interiore. Ma la capacità di ascoltare sé stessi non è mai scontata. Quella voce interiore, quella intuizione, quel sentimento spesso restano nascosti. E se fosse proprio nell’ignoto la chiave per cambiare la nostra vita? Con il suono unico dell’handpan e il ritmo del suo “piano B”, Bernadett Ditroi ci guida in un viaggio profondo di scoperta e consapevolezza. Bernadett è una musicista ungherese itiner ...
Spazio e sostenibilità: una sfida globale oltre l’atmosfera. | Pierluigi Di Lizia | TEDxSaronno
TEDx Talks· 2025-07-22 16:05
Oggi, sopra le nostre teste, orbitano oltre 34.000 oggetti artificiali. Solo circa 10.000 sono ancora operativi e fondamentali per la nostra vita quotidiana. Il resto? È lì, invisibile ma sempre presente. Per capire davvero cosa sta accadendo, è fondamentale conoscere come funzionano i satelliti, comprendere le orbite in cui si muovono, e agire per preservare lo Spazio prima che sia troppo tardi. Pierluigi è professore associato presso il Dipartimento di Scienze e Tecnologie Aerospaziali del Politecnico di ...
Can new technologies supercharge solar power? | FT Rethink
Financial Times· 2025-07-22 16:02
[Music] In theory, the sunlight the world receives in just a few hours packs enough energy to fuel the planet for an entire year. In practice, however, it's not that straightforward. One problem has been that conventional silicon solar panels have only been able to convert a fraction of that light into electricity.It's a complex problem. There isn't space for solar panels everywhere, but we can make them more efficient, and that could be key to boosting renewable energy and cutting emissions. New innovation ...
Lockheed Martin(LMT) - 2025 Q2 - Earnings Call Transcript
2025-07-22 16:02
Financial Data and Key Metrics Changes - The company reported sales of $18 billion for the second quarter, with a year-over-year increase and a sequential increase from the first quarter [6][22] - Segment operating profit was $570 million, impacted by $1.8 billion in total charges, primarily from legacy programs [23][28] - Free cash flow usage was $150 million, affected by timing items and delays in contract awards [29][30] Business Line Data and Key Metrics Changes - Aeronautics sales increased by 2% year-over-year to $7.4 billion, primarily due to higher F-35 production, offset by a $950 million loss on a classified program [31] - Missiles and Fire Control (MFC) sales rose 11% to $3.4 billion, driven by higher volumes on tactical missile programs [32] - Rotary and Mission Systems (RMS) sales declined 12% to $4 billion, primarily due to losses from the Canadian Maritime Helicopter Program and Turkish Utility Helicopter Program [34] - Space sales increased by 4% year-over-year, driven by higher volumes in Commercial Civil Space and Strategic and Missile Defense [35] Market Data and Key Metrics Changes - The U.S. government's focus on national defense is expected to lead to increased munition spending, with significant orders anticipated in the second half of the year [15][16] - The U.S. Navy's FY26 budget request includes plans to purchase PAC-3 missiles for the first time, indicating a shift in defense spending priorities [16] Company Strategy and Development Direction - The company is focusing on enhancing program management and performance, particularly in light of recent losses in legacy programs [8][27] - There is an emphasis on restructuring contracts to mitigate risks while meeting national security objectives [47] - The company is committed to investing in advanced technologies and production capabilities to support future growth opportunities [17][20] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges faced in legacy programs but expressed confidence in the long-term prospects for growth and value creation [27][40] - The company reaffirmed its sales guidance for 2025, expecting a solid backlog and significant awards in the second half of the year [37][41] Other Important Information - The IRS has asserted a $4.6 billion additional income tax liability related to a tax accounting method change, which the company is contesting [28][70] - The company plans to maintain a disciplined capital deployment strategy, returning at least $6 billion per year to shareholders [40] Q&A Session Summary Question: Concerns about derisking problem programs - Management reassured that a new program review team with broader expertise has been established to monitor classified aeronautics programs more rigorously [44][46] Question: Rationale behind significant charges - The company explained that the charges were necessary due to newly discovered cost increases and the need to reassess longstanding assumptions [52][54] Question: Impact of tax liability on cash flow - Management indicated that the tax liability would have a significant impact on cash flow, with an estimated $500 million cash usage tied to the Arrow classified program this year [56][70] Question: F-35 program status and international orders - Management expressed confidence in the F-35's role in modern warfare and its continued demand, despite recent budget cuts [90]
Equity LifeStyle Properties(ELS) - 2025 Q2 - Earnings Call Transcript
2025-07-22 16:02
Equity LifeStyle Properties (ELS) Q2 2025 Earnings Call July 22, 2025 11:00 AM ET Company ParticipantsMarguerite Nader - Vice Chairman & CEOPatrick Waite - President & COOPaul Seavey - EVP & CFOJana Galan - DirectorJamie Feldman - MD & Head - REIT ResearchBrad Heffern - DirectorEric Wolfe - DirectorConference Call ParticipantsWesley Golladay - Senior Research AnalystJohn Kim - Analyst - U.S. Real EstateJason Wayne - VP & Equity Research AnalystDavid Segall - Senior AnalystMichael Goldsmith - US REITs Analys ...
X @Elon Musk
Elon Musk· 2025-07-22 16:01
Protecting your freedom of speechGlobal Government Affairs (@GlobalAffairs):In a victory for transparency and free speech, the D.C. Circuit Court of Appeals has unanimously ruled in X’s favor to limit the U.S. government’s ability to issue gag orders. These gag orders prevent X from notifying the public when it receives government search warrants and ...
What's Affecting Your Decision Making | Neil Parikh | TEDxNM College
TEDx Talks· 2025-07-22 16:01
[Music] [Applause] Good afternoon everyone. What if I told you that all of us sitting here, you, me, everyone here are extremely lazy and extremely greedy people. So think about it, right.So today, if you want to get fit, you want to lose weight, what is the good thing to do. The good thing to do is hit the gym, go to the gym, sleep well, eat well, live a very disciplined life, right. And you will not get results tomorrow immediately.It will take months, sometimes years. So over a longer term with a discipl ...
Lockheed Martin(LMT) - 2025 Q2 - Earnings Call Transcript
2025-07-22 16:00
Financial Data and Key Metrics Changes - The company reported sales of $18 billion for the second quarter, with a year-over-year increase in sales of 2% [20][30] - Segment operating profit was $570 million, significantly impacted by $1.8 billion in total charges, including $1.6 billion related to legacy programs [21][27] - Free cash flow usage was $150 million, affected by delays and tariff impacts [28] Business Line Data and Key Metrics Changes - Aeronautics sales increased by 2% year-over-year to $7.4 billion, primarily due to higher F-35 production volumes, offset by a $360 million loss from classified programs [30][31] - Missiles and Fire Control (MFC) sales rose 11% to $3.4 billion, driven by higher volumes in tactical and strike missile programs [32] - Rotary and Mission Systems (RMS) sales declined 12% to $4 billion, primarily due to losses from the Canadian Maritime Helicopter Program (CMHP) and Turkish Utility Helicopter Program (TUHP) [34] - Space sales increased 4% year-over-year, driven by higher volumes in Commercial Civil Space and Strategic and Missile Defense [35] Market Data and Key Metrics Changes - The U.S. government's focus on national defense is expected to lead to increased munition spending in the coming years, with significant orders anticipated for PAC-3 missiles and other munitions [12][13] - The U.S. Navy's FY26 budget request includes plans to purchase PAC-3 missiles for the first time, indicating a shift in defense spending priorities [13] Company Strategy and Development Direction - The company is focusing on enhancing program management and performance, particularly in light of recent losses in legacy programs [5][6] - There is a commitment to restructuring contracts to mitigate risks while meeting national security objectives [46][47] - The company is investing in advanced technologies and production capabilities to meet heightened demand for its products [4][12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges faced in classified programs and emphasized the importance of rigorous oversight and transparency in addressing these issues [44][49] - The company remains confident in the long-term prospects for its programs, particularly the F-35, which is seen as essential for U.S. and allied national security [90] - The outlook for 2025 includes reaffirmed sales guidance of $73.75 billion to $74.75 billion, with expectations for continued growth in the second half of the year [37] Other Important Information - The company recognized a $4.6 billion tax liability related to a tax accounting method change, which is currently under dispute with the IRS [27][70] - The company plans to return approximately $6 billion to shareholders annually through dividends and share repurchases [40] Q&A Session Summary Question: Concerns about derisking problem programs - Management reassured that a new program review team with broader expertise has been established to monitor classified programs more rigorously, aiming to reduce risks and identify issues promptly [44][46] Question: Explanation for significant charges - The significant charges were attributed to new discoveries of cost increases and the need for a comprehensive reassessment of program assumptions, which had not been evident previously [52][53] Question: Impact of tax liability on cash flow - The tax liability is expected to have a minimal cash impact this year, with a projected cash usage of $500 million related to the Arrow classified program [55][70] Question: F-35 procurement and international orders - Management expressed confidence in the F-35's continued relevance and strong international demand, despite recent budget cuts [60][90] Question: Golden Dome program opportunities - While no contracts have been finalized for the Golden Dome initiative, management indicated strong potential for future backlog growth related to this program [81][84]