最新版本不仅提升了商务用户的使用便捷性，也为更多技术用户简化了开发与管理流程。帕洛阿尔托，加利福尼亚州, April 30, 2025 (GLOBE NEWSWIRE) -- 数据管理领域的领导者 Denodo 宣布推出 Denodo Platform 9.2，该版本基于 2024 年 11 月发布的 Denodo Platform 9.1 新增了多项直观功能，进一步强化 Denodo Platform 在语义层与逻辑数据管理方面的核心能力。新增功能包括：功能完善的数据市场、对于 GenAI 项目的更广泛支持，以及一整套赋能数据产品开发的全新自助工具。 功能强大的数据市场，可简化数据使用流程商务用户仍难获取可作为行动依据的数据。 Denodo Platform 9.2 全新推出的数据市场功能可营造电商平台式用户体验，依托全面的语义层呈现最契合业务语境的数据内容，并通过人工智能驱动的自动化流程有效简化重复性任务，提升整体效率。 借助这一全新功能，公司各个职务的员工都能更加快速、直观地探索、发现并获取所需数据，同时更全面地洞察数据层之外的使用情况。 数据市场提供了清晰的全景视图，呈现下游应用程序和分析工具如何使用 ...

Just a few years ago, Nvidia (NVDA 0.12%) generated more of its revenue in China than it did in the United States. But as the artificial intelligence (AI) boom took off, the U.S. started to become a bigger and bigger source of growth for the chip designer. U.S. tech giants from Amazon to Meta Platforms ramped up their AI platforms and turned to Nvidia for its top graphics processing units (GPUs) and other products and services.As a result, Nvidia's total revenue soared, climbing in the double and triple dig ...

AudioEye (AEYE) Q1 2025 Earnings Call April 29, 2025 04:30 PM ET Company Participants David Moradi - Chief Executive OfficerKelly Georgevich - Chief Financial Officer Conference Call Participants Joshua Reilly - Senior AnalystGeorge Sutton - Partner, Co-Director of Research & Senior Research AnalystRichard Baldry - MD & Senior Research AnalystZach Cummins - Senior Research Analyst Operator Good afternoon, and welcome to AudioEye's First Quarter twenty twenty five Earnings Conference Call. Joining us for tod ...

Snap (SNAP) Q1 2025 Earnings Call April 29, 2025 05:00 PM ET Company Participants David Ometer - Head, Investor RelationsEvan Spiegel - CEO and Co-FounderDerek Andersen - Chief Financial OfficerDan Salmon - PartnerBenjamin Black - Co-Head Internet Equity ResearchJustin post - Managing DirectorMark Mahaney - Senior Managing Director Conference Call Participants Thomas Champion - Senior Research AnalystRoss Sandler - AnalystRich Greenfield - Partner, Media & Technology AnalystMark Shmulik - MD, Senior Analyst ...

Rosenblatt analyst Kevin Cassidy relaunched coverage on Western Digital WDC, giving the stock a Buy and lowering the price target from $76 to $50 on Tuesday.Cassidy noted Western Digital’s spin-off of SanDisk, and the price target reflects 10 times the analyst’s adjusted EPS estimate for the next 12 months.Also Read: Western Digital Stock Is Attractive, Backed By Cheap Valuation And AI Surge: AnalystThe analyst used a 10 times earnings valuation based on expected profitable growth as the HDD market continue ...

The S&P 500 (^GSPC 0.06%) is down 6% in 2025 amid rising global trade tensions, triggered by the sweeping tariffs President Donald Trump enacted on imported goods from America's trading partners. But throughout history, the stock market has always recovered to new highs even after the most brutal economic shocks -- from the Great Depression to the COVID-19 pandemic -- so the recent dip could be a great opportunity for investors to put some money to work. Rising trade tensions can impact all companies if the ...

OCTOPUS TITAN VCT PLC Annual report and financial statements for the year ended 31 December 2024 Octopus Titan VCT plc announces the final results for the year to 31 December 2024 as below. Octopus Titan VCT plc (‘Titan’ or the ‘Company’) is managed by Octopus AIF Management Limited (the ‘Manager’), which has delegated investment management to Octopus Investments Limited (‘Octopus’ or ‘Portfolio Manager’) via its investment team Octopus Ventures. Key financials 20242023Net assets (£’000)£831,358£993,744Los ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 grew by 12% to $1,900,000,000, with organic revenue increasing by 5% [6][17] - EBITDA reached $740,000,000, up over 9% year-over-year, with a reported EBITDA margin of 39.3%, down 90 basis points from the prior year [18][19] - Diluted EPS was $4.78, exceeding guidance of $4.70 to $4.75 [20] - Free cash flow for Q1 was $507,000,000, down 1% year-over-year, impacted by a legal settlement [20][21] Business Line Data and Key Metrics Changes - Application Software segment revenue grew by 19% in total and 6% organically, with EBITDA margins at 41.4% [23] - Network Software segment organic revenue grew by 1%, with EBITDA margins remaining strong at 55.3% [28] - TEP segment revenue grew by 6% on both total and organic bases, with EBITDA margins at 36.2% [31] Market Data and Key Metrics Changes - Over 85% of revenues are generated in the U.S., with over 85% of software revenues recurring [8] - Central Reach, acquired for $1,650,000,000, is expected to deliver approximately $175,000,000 in revenue and $75,000,000 in EBITDA for the TTM period ending June 2026 [11][12] Company Strategy and Development Direction - The company is raising its full-year total revenue guidance from 10% to approximately 12% due to a solid start to the year and the completion of the Central Reach acquisition [7][38] - The company emphasizes its durable business model, with a focus on capital deployment and maintaining over $5,000,000,000 of available capital for acquisitions [6][41] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the macroeconomic environment, noting that while there is uncertainty, the pipeline remains robust [49] - The company expects organic growth rates to remain in the mid-single digits for the year, despite some challenges in specific segments like Deltek [66] Other Important Information - The acquisition of Central Reach is seen as a strategic move to enhance the company's offerings in the autism care market, with expected growth drivers including a shortage of ABA therapists [12][15] - The company is actively pursuing additional acquisition opportunities, with a strong pipeline of potential deals [22][42] Q&A Session Summary Question: What is the perspective on private equity behavior? - Management noted a slowdown in deal activity due to macro uncertainty but highlighted a robust pipeline and ongoing conversations with sponsors [48] Question: What is the exposure of Deltek to government contracting? - Deltek's business is 60% focused on federal government contractors, with current uncertainties affecting growth rates [51][52] Question: Will free cash flow return to growth in June? - Management indicated that free cash flow is expected to be back-end weighted, with stronger performance anticipated in the second half of the year [56][58] Question: How does Central Reach's AI revenue look? - Central Reach's AI products are new and not yet a material revenue source, but they are expected to be significant growth drivers moving forward [81] Question: What is the outlook for core EBITDA margins? - Core EBITDA margins are expected to improve slightly throughout the year, with acquisition margins anticipated to increase as well [85]

Core Insights - Nvidia has emerged as a leading player in the AI boom, primarily due to its powerful GPUs that are essential for AI tasks like model training and inference [1] - The company has expanded beyond chip manufacturing to create a comprehensive AI ecosystem, resulting in a record revenue of $130 billion, a 114% increase year-over-year, with gross margins consistently above 70% [2] Group 1: Nvidia's Success Factors - The success of Nvidia is attributed to its high-performance products, particularly the latest Blackwell architecture, which has seen demand outstrip supply [5] - The overall demand for AI has significantly contributed to Nvidia's revenue, with 90% of its total revenue coming from the data center business in the most recent quarter [6] Group 2: Economic Environment and Customer Spending - The future revenue prospects for Nvidia are closely tied to the general trend in AI investment, with any decline in spending raising concerns among investors [7] - Upcoming earnings reports from major customers like Microsoft, Amazon, and Meta Platforms are critical, as they will provide insights into their AI spending plans [8][10] Group 3: Customer Signals and Market Outlook - Despite potential challenges from tariffs that could impact customer spending, there are positive signals from key customers like Alphabet, which plans $75 billion in capital spending and views its relationship with Nvidia as advantageous [11] - Amazon Web Services has also indicated that its expansion plans for AI remain unchanged, alleviating some concerns about potential cutbacks in spending [12] Group 4: Conclusion on Nvidia's Position - Nvidia is at a pivotal moment where ongoing strength in AI spending would be beneficial, but any unexpected reductions in spending from major customers could negatively impact the company in the short term [13]

Investment Rating - The report assigns an "Overweight" rating to NVIDIA Corp. with a price target of $160.00, reflecting a strong outlook for the company in the semiconductor industry [5][29]. Core Insights - The demand for inference chips is surging, driven by the growth in AI applications, despite supply constraints limiting immediate availability [2][8]. - The report emphasizes that the current phase is not one of digestion but rather a robust demand environment for AI-related hardware, particularly GPUs [8][26]. - NVIDIA's revenue estimates for CY26 have been raised by 10.7%, with EPS estimates increased by 11.9%, indicating strong growth potential [25][28]. Summary by Sections Market Overview - Investor sentiment has worsened due to macroeconomic and supply chain risks, yet core demand for GPUs has increased significantly amid a shortage of inference chips [2][3]. - The report highlights a notable increase in tokens generated, straining the ecosystem and driving investment in AI workloads [3]. Company Performance - NVIDIA's Data Center business is expected to be a major growth driver over the next five years, fueled by enthusiasm for generative AI [32]. - The company has seen a rapid ramp-up in revenue, with projections indicating over $30 billion in the current quarter, a historic achievement for a single semiconductor product [19][20]. Financial Estimates - For FY26, total revenue is projected at $190 billion, with a significant portion coming from the Data Center segment [27][40]. - The report anticipates gross margins to improve starting in July, supported by a decline in H20 shipments and ongoing growth in AI demand [21][25]. Competitive Landscape - The report notes that NVIDIA's competitive position is strengthened by broader availability of its Blackwell architecture later in 2025, which is expected to enhance system sales [32]. - Despite concerns regarding supply chain issues, the report suggests that improvements are being made, and demand remains strong across various geographies [18][26]. Risk and Reward - The report indicates a favorable risk-reward scenario for NVIDIA, with a premium valuation compared to peers, reflecting confidence in upward revisions to estimates [29][37]. - The consensus rating distribution shows a strong preference for "Overweight" ratings, indicating positive sentiment among analysts [34].