Financial Data and Key Metrics Changes - Taboola's current gross revenue run rate is just under $2 billion, while the performance advertising market opportunity is estimated at over $55 billion [1][9] - The company has seen a 17% growth in scaled advertisers, which represent about 75-80% of its revenue, over the last two years [40][41] Business Line Data and Key Metrics Changes - Taboola is focusing on performance advertising, particularly in the open web, which is seen as a significant growth area due to diminishing returns in social media advertising [5][9] - The company has launched the Realize platform, which allows advertisers to pay on a CPC basis for display ads, enhancing the ease of use and performance tracking [21][24] Market Data and Key Metrics Changes - The performance advertising market is segmented, with approximately $25 billion from open web performance advertising and $30 billion from diminishing returns in social media [9][10] - 75% of advertisers are experiencing diminishing returns on their social media spend, indicating a shift in advertising strategies [16] Company Strategy and Development Direction - Taboola aims to capture a larger share of the performance advertising market by leveraging unique first-party data and AI capabilities [7][39] - The company is focusing on verticals such as travel, financial services, and direct-to-consumer products, where it has seen lower churn rates and higher spending growth [18][19] Management's Comments on Operating Environment and Future Outlook - Management believes that the shift towards performance advertising will continue due to macroeconomic challenges and the saturation of search and social media advertising [4][5] - The company is optimistic about its growth potential, particularly with the Realize platform, which is expected to contribute meaningfully to the business by 2026 [40][41] Other Important Information - Taboola has access to a unique dataset of 600 million daily active users and over a trillion monthly recommendations, which enhances its advertising effectiveness [35][39] - The company is committed to maintaining a conservative approach to guidance, allowing for potential upside as it executes its strategy [63] Q&A Session Summary Question: Can you walk us through the performance advertising opportunity? - The performance advertising market is estimated at over $55 billion, with significant potential in open web advertising and diminishing returns in social media [1][9] Question: How does the Realize platform enhance advertiser engagement? - Realize allows advertisers to pay only for clicks, improving transparency and performance measurement [21][24] Question: What metrics will be used to track Realize's client adoption? - The company will track scaled advertisers spending over $100,000 annually, which has grown 17% over the last two years [40][41] Question: What is the outlook for potential M&A opportunities? - Management is open to small, synergistic acquisitions but is focused on executing its current strategy without dilutive events [65][66]

Core Viewpoint - Walgreens Boots Alliance Inc (WBA) has been experiencing stagnant stock performance, particularly following the announcement of a $10 billion deal to take the company private by Sycamore Partners, with the stock currently priced at $11.21 [1] Group 1: Stock Performance - WBA has been identified as the worst-performing stock in the S&P 500 Index for the month of June over the past decade, averaging a loss of 3.7% and finishing lower 80% of the time [2] - The average return for WBA in June is -3.69%, with a median return of -1.63%, and only 20% of the time has it posted a positive return [3] Group 2: Analyst Sentiment - Among the 15 analysts covering WBA, only two have a "buy" rating, while 11 maintain a "hold" rating, indicating potential for downgrades that could negatively impact the stock [4] - The current call/put volume ratio for WBA is 4.57, which is higher than 84% of readings from the past year, suggesting a high level of optimism in the options market [4] Group 3: Options Market - The Schaeffer's Volatility Index (SVI) for WBA is at 23%, ranking in the low 12th percentile of its annual range, indicating that options traders are expecting low volatility [5] - Historically, WBA has outperformed these low volatility expectations, as reflected in its Schaeffer's Volatility Scorecard (SVS) score of 81 out of 100 [5]

Applied Digital Corporation’s (APLD) shares have surged 69.4% over the past month after declining till mid-April. The decline in its share price was not due to micro-factors but industry-specific headwinds, as certain hyperscalers were cancelling their leases during the first quarter of 2025. However, calendar-year first-quarter earnings commentary by industry leaders, including Microsoft (MSFT) and Meta Platforms (META) , signaled accelerating demand across hyperscale, colocation and AI workloads despite m ...

Monro (MNRO) Q4 2025 Earnings Call May 28, 2025 08:30 AM ET Company Participants Felix Veksler - VP - IRPeter Fitzsimmons - President & CEOBrian D'Ambrosia - Executive VP of Finance, CFO & TreasurerDavid Lantz - Equity Research - Hardline RetailBret Jordan - Managing Director Conference Call Participants Thomas Wendler - Analyst Operator Good morning, ladies and gentlemen, and welcome to Monro, Inc. Earnings Conference Call for the Fourth Quarter and Full Year of Fiscal twenty twenty five. At this time, all ...

Financial Data and Key Metrics Changes - Sales decreased by 4.9% to $295 million in Q4, primarily due to six fewer selling days compared to the previous year, resulting in a sales decrease of $18.9 million [22] - Comparable store sales increased by 2.8% but decreased by 3.6% when unadjusted for days [22] - Net loss was $21.3 million compared to net income of $3.7 million in the same period last year, with diluted loss per share at $0.72 compared to diluted earnings per share of $0.12 [25] Business Line Data and Key Metrics Changes - Tire units were up mid-single digits in Q4, driven by growth in units above 10% during March [22] - Gross margin decreased by 250 basis points year-over-year, primarily due to higher material costs and increased technician labor costs [23] Market Data and Key Metrics Changes - The average vehicle life of cars on the road is over 12.5 years, with vehicle miles traveled returning to pre-COVID levels [8] - The company gained tire market share in higher margin tiers during the quarter [22] Company Strategy and Development Direction - The company plans to close 145 underperforming stores, which generated approximately 5% of total sales in fiscal 2025, to improve profitability [11] - Focus areas for improvement include enhancing customer experience, driving profitable customer acquisition, and increasing merchandising productivity [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute the performance improvement plan and capitalize on positive industry trends [19] - The company expects to see year-over-year comparable store sales growth in fiscal 2026, driven by the improvement plan [27] Other Important Information - The company generated $132 million in cash from operations during fiscal 2025, maintaining a strong financial position [26] - The company expects to incur store closure costs of approximately $10 million to $15 million primarily during the first quarter of fiscal 2026 [28] Q&A Session Summary Question: Can you provide details on the gross margins and the impact of self-funded promotions? - Management indicated that self-funded promotions, including tire promotions, have been consistent and are expected to keep gross margins pressured due to baseline cost increases and potential tariff impacts [36][37] Question: What is the strategy for customer acquisition and improving the Monro experience? - Management is reallocating marketing investments towards targeting repeat customers who appreciate a range of services, aiming to attract higher value customers [39][40] Question: Can you break down the decline in gross margin in more detail? - The decline was attributed to 160 basis points related to material costs and 80 basis points due to technician labor costs, with some deleverage on fixed occupancy costs [47] Question: What are the dynamics between traffic and ticket in the quarter? - Store traffic was down low single digits while ticket was up mid-single digits, indicating a positive trend in recent months [50] Question: What is the common denominator for the store closures? - The closures are spaced throughout the network, focusing on stores that are unlikely to meet the desired earnings profile [57]

Group 1 - The semiconductor industry is experiencing a typical seasonal downturn in Q1 2025, with electronic product sales declining by 16% compared to the previous quarter, but remaining stable year-on-year [1] - Integrated circuit (IC) sales decreased by 2% quarter-on-quarter but saw a significant year-on-year increase of 23%, driven by ongoing investments in artificial intelligence (AI) and high-performance computing (HPC) infrastructure [1] Group 2 - Capital expenditures in the semiconductor industry fell by 7% quarter-on-quarter in Q1 2025, but increased by 27% year-on-year [5] - Notably, capital expenditures related to memory surged by 57% year-on-year, while non-memory capital expenditures also grew by 15% year-on-year [5] Group 3 - Wafer fab equipment (WFE) spending increased by 19% year-on-year in Q1 2025, while backend test equipment orders saw a remarkable year-on-year growth of 56% [9] - Assembly and packaging equipment spending also achieved double-digit year-on-year growth [9] Group 4 - Due to uncertainties in trade policies and the backdrop of supply chain restructuring, the semiconductor industry is expected to face atypical seasonal changes this year, particularly in non-AI and data center sectors, which may experience investment delays or shifts in demand due to external factors [10]

Core Viewpoint - The proposed business combination between Signing Day Sports and One Blockchain aims to create a public company focused on crypto mining, artificial intelligence (AI), and high-performance computing (HPC) data hosting markets, with significant revenue and growth potential [1][4][6]. Company Overview - Signing Day Sports is a developer of an app designed to assist high school athletes in the recruitment process [2][17]. - One Blockchain operates BlockchAIn Digital Infrastructure, which generated audited revenue of approximately $26.8 million and net income of approximately $5.7 million in 2024 [3][8]. Transaction Details - The transaction will be structured as a holding company, with Signing Day Sports and One Blockchain becoming subsidiaries of BlockchAIn Digital Infrastructure, Inc. (PubCo) [2][9]. - No cash payment will be required from Signing Day Sports to One Blockchain or its securityholders [2]. - The total consideration for One Blockchain's securityholders will be approximately $215 million in PubCo common shares, with an implied diluted value per share of $5.12 [9]. Financial Projections and Earnout - An earnout provision is included, where additional shares will be issued if PubCo achieves or exceeds EBITDA of $25 million for the fiscal year ending December 31, 2026 [10]. - Upon closing, Signing Day Sports shareholders will receive approximately 8.5% of the combined company's outstanding common stock, while One Blockchain's securityholders will receive approximately 91.5% [9]. Market Position and Growth Strategy - The digital infrastructure market, including crypto mining, HPC, and AI-related computing, is rapidly evolving, with increasing demand for energy-efficient processing power [4]. - BlockchAIn Digital Infrastructure plans to expand its operations, including a 40 MW crypto mining facility in South Carolina and a new 150 MW facility in Texas, to support growing demand for hosting services [5][8]. Leadership Statements - The CEOs of both companies expressed optimism about the transaction, highlighting the potential for substantial value creation and the strategic positioning of the combined company to capitalize on the fast-growing HPC hosting market [7][8].

CANADA - 2025/01/31: In this photo illustration, the Okta, Inc. logo is seen displayed on a ... More smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) SOPA Images/LightRocket via Getty Images Okta (NASDAQ:OKTA), a leading cloud-based identity and access management provider, experienced a significant stock decline of 13% in after-hours trading on Tuesday, May 27, following the release of its fiscal 2026 first-quarter financial results (fiscal ends in January). ...

Core Insights - For the quarter ended April 2025, Okta reported revenue of $688 million, reflecting an 11.5% increase year-over-year and a surprise of +1.22% over the Zacks Consensus Estimate of $679.73 million [1] - Earnings per share (EPS) for the quarter was $0.86, compared to $0.65 in the same quarter last year, resulting in an EPS surprise of +11.69% against the consensus estimate of $0.77 [1] Financial Performance Metrics - Remaining performance obligations were reported at $4.08 billion, exceeding the average estimate of $4.02 billion by six analysts [4] - Current remaining performance obligations (cRPO) stood at $2.23 billion, slightly above the estimated $2.19 billion by six analysts [4] - Total customers reached 20,000, closely matching the estimate of 20,001 by three analysts [4] - Subscription revenue was $673 million, surpassing the average estimate of $660.72 million from 12 analysts, marking an 11.6% year-over-year increase [4] - Revenue from professional services and other was $15 million, exceeding the estimated $12.86 million by 12 analysts, representing a 7.1% year-over-year change [4] Stock Performance - Okta's shares have returned +18.1% over the past month, outperforming the Zacks S&P 500 composite's +5.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

[Music] Hello everyone wherever you are in the world today. Welcome to this DDN technical webinar. I'm Joel Kaufman, senior technical product specialist for DDN. And today I'm talking with Kevin Cochran, chief marketing officer of Vulture. And as the topic says on screen, we are going to be discussing how to build scalable foundations for large language models and frankly for most any type of AI. Kevin, welcome to the webinar. Great. So great to be here Joel. Looking forward to today's webinar and discussio ...