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X @Cointelegraph
Cointelegraph· 2025-07-04 08:10
Does that calls for a blockchain-based digital identity? Find out:https://t.co/rikrzHEjmQ ...
What Makes Atlas the Core Driver of MongoDB's Revenue Growth?
ZACKS· 2025-07-03 18:21
Core Insights - MongoDB's Atlas has become a central pillar of the company's platform strategy, with strong adoption across various industries, including notable customers like CSX and LG Uplus [1] - The company reported total revenues of $549 million in the fiscal first quarter, marking a 22% year-over-year increase, with Atlas revenues growing 26% and accounting for 72% of total revenues [2] - MongoDB anticipates continued growth from Atlas, reflected in its raised revenue guidance for fiscal 2026, projected at $2.25–$2.29 billion [3] Revenue and Customer Growth - In the fiscal first quarter, Atlas customer count reached over 55,800, up from 47,700 a year ago, indicating strong customer acquisition [2] - The Zacks Consensus Estimate for MongoDB's subscription revenues for the fiscal second quarter is $537.5 million, with an estimated customer count of approximately 55,863 for Atlas [3] Strategic Initiatives - To support future growth, MongoDB is focusing on application modernization and AI, including the acquisition of Voyage AI and plans to enhance user capabilities [4] - The company is investing in developer training, certifications, and self-serve tools to drive greater adoption of Atlas [4] Competitive Landscape - MongoDB faces increasing competition from Amazon's DynamoDB and Couchbase, both enhancing their offerings in the cloud database market [5][6] - Amazon's DynamoDB has introduced multi-region strong consistency, improving its reliability for applications [5] - Couchbase has launched a new version of its cloud database designed for AI agent workflows, supporting real-time systems [6] Stock Performance and Valuation - MongoDB shares have declined by 8.7% year-to-date, underperforming the Zacks Internet – Software industry growth of 14.3% [7] - The stock is currently trading at a forward Price/Sales ratio of 6.89X, compared to the industry's 5.74X, indicating a higher valuation [11] - The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is 64 cents per share, reflecting an 8.57% year-over-year decline [15]
OPRX Shares Rise 69.3% in 3 Months: Time to Bet on the Stock?
ZACKS· 2025-07-03 15:35
Core Insights - OptimizeRx (OPRX) has reported strong first-quarter results for fiscal 2025, exceeding Wall Street expectations and reflecting positively in its share price performance over the past three months [1][4]. Financial Performance - Revenue increased by 11% year over year to $21.9 million, with a positive operating cash flow of $3.9 million, marking a significant turnaround from the previous year [2][10]. - Contracted revenues grew by 25% year over year, now exceeding $70 million, which accounts for over 80% of the midpoint of the FY25 revenue guidance [9][11]. - Gross margins remained steady at 60.9%, while operating expenses declined due to reduced stock-based compensation and cost controls [7][10]. Market Position and Growth - OPRX's shares surged by 69.3% in the past three months, significantly outperforming the broader industry growth of 36.7% and the S&P 500's gain of 22.1% during the same period [4][5]. - The company is transitioning to a subscription-based revenue model, with over 5% of projected 2025 revenues already tied to recurring contracts, particularly in its DAAP and Medicx data businesses [12][10]. Valuation - OPRX is attractively priced, trading at a forward price-to-sales (P/S) ratio of 2.2X, well below its five-year median of 3.64X and the industry average of 8.64X [13]. Strategic Outlook - Management has raised its full-year guidance and reaffirmed its ambition to achieve Rule of 40 metrics, indicating a combined annual revenue growth rate and EBITDA margin of 40% or higher within the next several years [2][10]. - The company is focused on deepening client relationships and scaling its omnichannel platform, which is expected to create sustained shareholder value in the evolving healthcare ecosystem [3].
Join Gorilla Technology's Exclusive Live Investor Webinar and Q&A Session on July 10
Newsfile· 2025-07-03 15:30
London, United Kingdom--(Newsfile Corp. - July 3, 2025) - Gorilla Technology Group Inc. (NASDAQ: GRRR) ("Gorilla" or the "Company"), a global solution provider in Security Intelligence, Network Intelligence, Business Intelligence and IoT technology, is pleased to invite investors to a webinar on July 10, 2025, at 8:30 a.m. ET. The exclusive event, hosted by RedChip Companies, will feature Gorilla's Chairman and CEO, Jay Chandan, who will discuss Gorilla's leadership in AI-based Industrial IoT and Security ...
X @Messari
Messari· 2025-07-03 15:15
VeChain is the real-world L1.It's burning 100% of gas, introducing NFT-based delegator staking (⩾ 9% APY), and laying the rails for Weighted DPoS + JSON-RPC.In the report:• Galactica & StarGate• Dual-token flywheel & new VTHO dynamics• Roadmap to Hayabusa → Interstellar• Adoption data, enterprise deals, & VeBetter DAO fly-throughFull breakdown ⬇️Alexander (@ahbeaudry):🚨VeChain just dropped two of the biggest upgrades it's ever released! Galactica + StarGate went live July 1, modernizing gas fees, staking, a ...
高盛:铜-强劲的中国需求和美国过度进口,正使美国以外的铜市场供应趋紧
Goldman Sachs· 2025-07-03 02:41
2 July 2025 | 4:55PM SGT Base Metals Tracker: Robust Chinese Demand And US Over-Importing Is Tightening The Ex-US Copper Market China's refined copper demand has increased by 12% YTD May. While export strength and a weak 2024 base contribute, domestic demand is a significant driver. China solar installations are up 150%, and AC sales are up 8%. Our end-use tracker indicates 13% YTD growth, after finished product exports, supporting 12% YTD growth in refined copper demand. We maintain our forecast of 6% grow ...
The Power of Knowledge in Combating War, Distrust, and Destruction | Elma Akob | TEDxDurban Women
TEDx Talks· 2025-07-02 15:58
Global Conflict & Economic Impact - Globally, there are 56 ongoing conflicts, exceeding the number during World War II [5] - 93 countries are involved in conflict, including South Africa due to gender-based violence statistics [6] - War resulted in a loss of $191 trillion (135%) of the global GDP in 2023 [7] Women in Leadership & Peacemaking - UN Resolution 1325 in 2000 recognized the inclusion of women at all levels of decision-making in peace and security [13] - Historical examples of women leading countries out of civil war include Ellen Johnson Sirleaf of Liberia, who rebuilt infrastructure [14][15] - Wangari Maathai in Kenya used sustainable development to fight war and address social and political stability [15] - Graça Machel in Mozambique focused on post-conflict reconstruction and assisting children affected by the civil war [16] Scientific Evidence for Female Leadership - Females have a greater brain volume in areas related to executive decisions, focus, multitasking, self-control, judgment, and planning [22][23][24] - Women possess specialized brain cells (mirror neurons) that enable non-verbal communication and character judgment [25][26] Call to Action - The industry is challenged to test female leadership and avoid bringing fellow women down [29][30] - The industry is encouraged to prepare for potential global conflict by allowing women to lead [31]
2 Growth Stocks to Buy Hand Over Fist in July
The Motley Fool· 2025-07-02 08:01
GLP-1 agonists, a type of drug used to treat diabetes and weight loss, could be the hottest growth story in healthcare today. Experts at Morgan Stanley estimate that the market could grow to a $150 billion opportunity over the next decade, representing a tenfold increase from its sales last year. Eli Lilly (LLY -0.40%) has captured approximately 35% of the GLP-1 market, alongside arch-rival Novo Nordisk, the current market leader at 65%. However, Eli Lilly could gain on, perhaps even surpass, its rival over ...
X @Tesla Owners Silicon Valley
Visit Starbase in your lifetime https://t.co/f1ncwltnI9 ...
ASTS Chooses Luxembourg as SatCo Headquarters: More Focus on Europe?
ZACKS· 2025-07-01 14:56
Core Insights - AST SpaceMobile, Inc. has established Luxembourg as the headquarters for its joint venture, SatCo, in collaboration with Vodafone Group, aiming to enhance mobile broadband satellite services across Europe [1][8] - The direct-to-device mobile broadband satellite services are designed to complement terrestrial networks, providing connectivity to remote areas and eliminating dead zones, with commercial services expected to launch in 2026 [2][8] - The joint venture supports European digital sovereignty and aims to create a unified platform for space-based broadband connectivity, backed by the Luxembourg Government and key European stakeholders [3] Company Developments - AST SpaceMobile has a portfolio of over 3,650 patent claims for its direct-to-cell satellite ecosystem, enabling broadband connectivity from space to unmodified mobile devices [4] - The BlueWalker 3 satellite has been instrumental in achieving the goal of a space-based cellular broadband network, expanding connectivity to remote areas [5] - Partnerships with major U.S. carriers like AT&T and Verizon are crucial for building a global satellite network, with AT&T extending a commercial agreement until 2030 [6][7] Financial Performance - The company has faced challenges due to unfavorable macroeconomic conditions, leading to increased capital costs and pressure on financial performance [9] - High infrastructure setup costs and R&D expenses have resulted in losses over the past few years, with significant expenditures anticipated for future satellite launches [10] - The Zacks Consensus Estimate for losses per share has widened significantly for 2025 and 2026, indicating investor skepticism about the company's growth potential [11] Market Position - AST SpaceMobile's stock has seen a remarkable increase of 336% over the past year, outperforming the industry and peers [15] - The collaboration with leading carriers is viewed as a pathway to unlocking the potential of space-based cellular broadband, promising reliable service across the U.S. [16]