| 项目 | 本报告期 | 上年同期 | 增减变动幅 | | --- | --- | --- | --- | | | | | 度(%) | | 营业总收入 | 150.552.51 | 43.845.95 | 243.37 | | 营业利润 | -103.191.27 | -161,565.51 | 不适用 | | 利润总额 | -103.151.99 | -161.859.69 | 不适用 | | 归属于母公司所有者的净利润 | -102.431.13 | -161,828.83 | 不适用 | | 归属于母公司所有者的扣除非 | -111.345.46 | -163.325.77 | 不适用 | | 经常性损益的净利润 | | | | | 基本每股收益(元) | -2.53 | -4.99 | 不适用 | | 加权平均净资产收益率 | -22.57% | -632.64% | 增加 610.07 | | | | | 个百分点 | 营收大幅跃升，盈利拐点尚待时日 旗舰产品放量及AI算力市场需求旺盛，共同推动摩尔线程2025年营收较上年同期增长超过两倍。毛利随收入同步改善，亦是亏损得以显著收窄的 重要原因。 ...

TORONTO--(BUSINESS WIRE)--Docebo Inc. (NASDAQ: DCBO; TSX:DCBO) ("Docebo†or the "Company†), a leading learning platform provider with a foundation in artificial intelligence (AI) and innovation, announced financial results for the three months and fiscal year ended December 31, 2025. All amounts are expressed in US dollars unless otherwise stated. "Q4 was one of Docebo's strongest quarters on record, with gross bookings performance being the strongest since 2021 and Adjusted EBITDA margins reac. ...

摩尔线程发布业绩快报，2025年度实现营业总收入15.06亿元，同比增长243.37%；归属于母公司所有者 的净利润亏损10.24亿元，上年同期亏损16.18亿元。报告期内，公司专注全功能 GPU 研发创新，持续推 进产品架构迭代，成功推出旗舰级训推一体全功能 GPU 智算卡 MTTS5000，产品性能达市场领先水平 并实现规模量产。受益于 AI 产业发展及高性能 GPU 市场需求旺盛，公司产品竞争力与市场认可度不 断提升，带动收入及毛利增长，亏损幅度同比收窄。 ...

Although 2025 was a strong year for the company, CEO Jack Dorsey wrote, "intelligence tools have changed what it means to build and run a company.†...

Core Viewpoint - The company, Cambricon, reported a significant increase in revenue and profit for the fiscal year 2025, driven by the rising demand for computing power in the AI industry [1][2] Group 1: Financial Performance - Cambricon achieved total revenue of approximately 6.497 billion yuan, marking a substantial increase of 453.21% compared to the previous year [1] - The net profit attributable to the parent company reached about 2.059 billion yuan, indicating a successful turnaround from losses, with basic earnings per share improving from negative to 4.93 yuan [1] - The net profit after deducting non-recurring gains and losses also turned positive, amounting to 1.770 billion yuan, demonstrating substantial support for the company's core business profitability [1] Group 2: Asset Growth - As of the end of 2025, Cambricon's total assets exceeded 13.445 billion yuan, reflecting a growth rate of 100.14% [2] - The equity attributable to the parent company reached 11.836 billion yuan, showing a year-on-year increase of 118.27% [2] - The rapid expansion of assets was driven not only by the significant revenue growth but also by the company's fundraising activities through issuing new shares to specific investors during the fiscal year [2]

Key TakeawaysUBS Group AG (UBS) warns private credit default rates could surge to 15%, a level higher than the Global Financial Crisis, driven by rapid AI-driven disruption in the technology sector.The US Embassy in Israel has authorized the departure of non-essential personnel and urged citizens to consider leaving while commercial flights remain available due to heightened security risks.Geopolitical energy risks intensified as Ukraine struck a Russian oil depot in Luhansk, while the Kremlin briefed Turke ...

长沙晚报掌上长沙2月27日讯（全媒体记者 陈焕明 通讯员 李天元 胡思萌）2月26日，中南大学新校区智能科学与 信息技术大楼项目正式开工，项目建成后，将从根本上改善中南大学信息学科办学条件，促进教研深度协同融 合，为学校培养高端智能信息技术人才、提升核心竞争力提供坚实支撑。 长沙晚报掌上长沙2月27日讯（全媒体记者 陈焕明 通讯员 李天元 胡思萌）2月26日，中南大学新校区智能科学与 信息技术大楼项目正式开工，项目建成后，将从根本上改善中南大学信息学科办学条件，促进教研深度协同融 合，为学校培养高端智能信息技术人才、提升核心竞争力提供坚实支撑。 中南大学新校区智能科学与信息技术大楼项目位于中南大学潇湘校区、丰顺路北侧，总建筑面积54945平方米，其 中地上7层、地下1层，主要建设科研用房、实验实习用房及配套设施。项目于2024年12月获得教育部立项批复， 计划于2027年6月竣工。 中南大学党委常委、副校长何旭辉介绍，智能科学与信息技术大楼是学校信息学科资源聚合的"新阵地"，"人工智 能+"赋能创新的"前哨站"，更是着力实现"双碳"目标、对标绿建三星标准的绿色发展"新典范"。他表示，学校将 充分发挥学科优势， ...

Financial Data and Key Metrics Changes - In 2025, the company achieved a revenue growth of 4% and a profit increase of 6%, with adjusted EPS rising by 4% to GBP 0.645, reflecting solid trading performance despite currency headwinds [35][36] - The adjusted operating profit margin expanded from 16.9% to 17.2%, driven by operating leverage from sales growth and continued cost savings [35][38] - Free cash flow conversion was strong at 125%, including state aid recovery, and 98% without it, supporting a 5% increase in dividends [35][39] Business Line Data and Key Metrics Changes - The Assessments and Qualifications (A&Q) segment grew by 4%, with strong performance in clinical assessments and qualifications, benefiting from digital growth and international expansion [36][37] - Virtual Learning saw an 18% increase in sales in H2, with fall enrollments up 13%, supported by enhancements to the enrollment platform and targeted marketing [36][37] - Enterprise Learning and Skills (ELS) grew by 6%, with a notable 20% growth in enterprise solutions in Q4 [36][38] Market Data and Key Metrics Changes - The English Language Learning (ELL) segment maintained revenue levels despite a 15% decline in global market volumes, indicating market share gains [36][37] - The company is focusing on expanding its presence in the early careers market, estimated at a $6 billion opportunity in the U.S., which has been historically underserved [30][31] Company Strategy and Development Direction - The company aims to leverage mega trends in demographics and AI to drive demand for skilling and validation of skills, positioning itself as a leader in lifelong learning [4][8] - The strategy includes focusing on core businesses while investing in faster-growing segments like early careers and enterprise skilling, with a commitment to innovation and operational excellence [12][46] - The company has established nine significant partnerships with major tech firms, enhancing its enterprise solutions and creating new revenue opportunities [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver improved financial performance in 2026, guided by strong execution and strategic focus [46][41] - The management highlighted the importance of validated skills in the AI era, suggesting that the demand for trusted educational content will increase [70][71] - The company anticipates mid-single-digit CAGR in underlying sales growth and sustained margin improvement over the medium term [41][42] Other Important Information - The company has initiated a GBP 350 million share buyback program, reflecting proactive capital allocation to enhance shareholder value [35][45] - The company is transitioning its higher education platforms to streamline offerings, which will incur a one-off impairment but is expected to improve profitability in the long term [39][40] Q&A Session Questions and Answers Question: Can you provide more detail on the moving parts of A&Q growth in 2026? - Management indicated that without the New Jersey contract loss, A&Q growth could be higher than the guided 4%, supported by new contracts and strong performance in existing relationships [56][58] Question: What is the outlook for revenue growth in enterprise solutions? - Management expressed confidence in ELS growth, noting that while it is currently a smaller division, it is expected to grow significantly due to new contracts and partnerships [64][66] Question: What are the primary risks associated with generative AI for Pearson? - Management acknowledged potential risks from AI tools but emphasized that Pearson's focus on validated skills and trusted content positions it well to benefit from the demand for reliable educational resources [70][71]

Pearson (NYSE:PSO) H2 2025 Earnings call February 27, 2026 04:30 AM ET Company ParticipantsArt Valentine - President of Assessment and QualificationCiaran Donnelly - Head of European Media ResearchOmar Abbosh - CEOSally Johnson - CFOTom ap Simon - President of Higher Education and Virtual LearningTony Prentice - Chief Product Officer and President of Direct to ConsumerVishaal Gupta - President of Enterprise Learning and SkillsNone - Company RepresentativeNone - Video NarratorConference Call ParticipantsJame ...

Industry Overview - Artificial intelligence (AI) infrastructure spending is expected to increase significantly, with the five largest hyperscalers and cloud computing companies in the U.S. projected to spend between $660 billion and $690 billion in 2026, up from $380 billion last year [1][2] - The demand for AI infrastructure is driven by both established companies and new entrants in the AI space, indicating a robust growth trajectory for the sector [2] Company Analysis: Micron Technology - Micron Technology's dynamic random-access memory (DRAM) chips, particularly high-bandwidth memory (HBM), are essential for AI data centers, enabling faster data processing for AI models [5][8] - The company has noted that AI servers require six times the amount of DRAM compared to standard servers, leading to a significant increase in demand and a shortage of memory chips [7][9] - Analysts predict a substantial increase in Micron's earnings, with expectations of more than a fivefold increase in earnings per share over two fiscal years, making it an attractive investment opportunity [11] - Micron's current trading multiples are favorable compared to the tech-focused Nasdaq-100 index, suggesting potential for price appreciation [12] Company Analysis: Jabil - Jabil is positioning itself as a key player in AI infrastructure, providing manufacturing and engineering services for AI server racks and related technologies [13][15] - The company plans to invest $500 million to expand its AI data center infrastructure manufacturing capacity, reflecting its commitment to capturing the growing demand in this sector [15] - Jabil is forecasting a 35% increase in AI revenue for fiscal 2026, indicating strong growth potential, and has raised its operating margin guidance due to improved contributions from its AI business [16] - The stock is currently trading at a discount compared to the Nasdaq-100's earnings multiple, suggesting it may still have significant upside potential [18][19]