[Muzică] Astăzi o să vorbim despre marketing, despre AI, că tot a fost o temă interesantă, Lemon and Sweetes în era, putem s o numim de acum, a AI ului. Am descoperit marketingul în liceu și după 20 de ani încă sunt pasionat de acest domeniu. Ce m a fascinat la marketing a fost de fapt aplicabilitatea lui, nu doar în a crește, scala sau aduce mai mult profit unei companii, ci și faptul că fără să ne dăm seama folosim marketingul zi de zi în viața personală.Când suntem copii, negociem poate în plus o ciocola ...

Key Takeaways TEAM's Q4 revenues rose 22% Y/Y to $1.38B, topping estimates on strong cloud and AI-driven demand.Non-GAAP EPS jumped 48.5% Y/Y to $0.98, while operating margin expanded 460 bps to 24.3%.FY26 revenue growth projected at 18% with gross margin at 85.5% and operating margin at 24%.Atlassian (TEAM) reported fourth-quarter fiscal 2025 results, wherein earnings and revenues beat the Zacks Consensus Estimate. Its non-GAAP earnings per share of 98 cents beat the Zacks Consensus Estimate by 18.1%. The ...

Meta acquires AI audio startup WaveForms | TechCrunch https://t.co/w0Si8pAHOx ...

Designers need to be founders. We need to have folks that are designers step into the founder role and start companies. It feels intuitively like we're in the MS DOS era of AI right now.If you look back 10 years from now, everyone's going to go, can you believe that we just had this chat box. [Music] Awesome. Well, um, want to welcome Dylan.Um, I'm curious what the makeup of the audience is here. How many people um have used Figma before. >> Wow.All right. >> Awesome. >> How many people consider themselves ...

以下文章来源于锦缎研究院 ，作者牧之 锦缎研究院 . 专注上市公司价值发现与传播 本文来自微信公众号： 锦缎研究院 ，作者：牧之，题图来自：AI生成 也许到未来某个时候，我们才会知道今天的Meta创始人扎克伯格究竟看到了什么，让他愿意此刻在 AI赛道一掷千金。 仅仅在过去的12个月中，Meta在AI赛道的花钱的速度，几乎每天都是媒体热点： 斥资 143 亿美元收购了数据标注公司Scale AI 49% 的股份，并聘请其首席执行官 Alexandr Wang 担 任 Meta 的首席 AI 官； 向10～20名顶级AI人才提供了1亿至3亿美元的薪酬包，总计可能在10亿至 60 亿美元之间 （基于多 年合同，且部分为股权） ，天价合同让拿惯了大合同的体育明星也为之失色。 根据Meta 首席财务官Susan Li的表态，Meta2025年的总支出预计在1140亿至1180亿美元之间，其中 绝大部分都用在了AI基础设施建设上。 说出来你可能不信，Meta甚至不是过去5年美国科技巨头中资本开支最高的： 从真金白银的资本开支层面衡量，四大互联网科技公司在过去4年中的资本开支最少的也是翻倍， 2024年总开支相当于1.7万 ...

记者丨 雷晨 编辑丨张伟贤 在AI算力浪潮席卷全球的当下，这家曾经名不见经传的光模块厂商正迎来自己的高光时刻。 从低端代理起步，到抓住技术迭代窗口完成转型，新易盛（300502.SZ）最终在AI算力浪潮中实现价值重估。 截至8月8日收盘，新易盛股价报182.28元/股（前复权，下同），年初至今股价涨幅超120%，总市值达到1811亿元。 "在AI训练和推理过程中，GPU集群需要通过高速光模块实现互联。"有券商通信行业分析师指出，"随着大模型参数规模呈指数级增长，对光 模块的速率和数量需求都在同步提升。"行业数据显示，训练GPT-5所需的算力是GPT-4的10倍以上，而GPU与光模块的配比已从传统的1:3提 升至1:5甚至更高。 凭借在800G产品的技术储备和产能优势，新易盛迅速跻身全球供应链核心位置。 公司不仅成为英伟达等GPU巨头的重要合作伙伴，更拿下了 亚马逊、谷歌等云服务巨头的订单。 今年7月底，公司股价更是一度攀升至200.88元的阶段性高点，市值逼近2000亿元。从2022年10月31日最低的9.72元/股算起，不到三年时间， 新易盛已经上涨了20倍。 当ChatGPT引爆的算力军备竞赛进入白热化阶 ...

TTEC (TTEC) Q2 2025 Earnings Call August 08, 2025 08:30 AM ET Speaker0Thank you for standing by. The conference will begin momentarily. Until such time, you will hear music. Thank you and please continue to stand by. Welcome to TTEC's Second Quarter twenty twenty five Earnings Conference Call.Call is being recorded at the request of TTEC. I would now like to turn the call over to Bob Bilknopp, TTEC's Group Vice President, Corporate Finance. Thank you, sir, and you may begin.Speaker1Good morning, and thank y ...

RT Bloomberg Live (@BloombergLive)We welcome @gopigment’s Eléonore Crespo to the #BloombergTech program where she will be discussing what the next phase of AI looks like.To hear the conversation, join us in London on 10/21: https://t.co/7ljEm4Rc4S https://t.co/zy1ANqe5qP ...

公司报告 | 半年报点评 中国移动（600941） 证券研究报告 经营业绩稳健增长，股东回报持续提升 新兴市场：25H1 收入 291 亿元，同比增长 9.3%，其中国际业务收入 140 亿 元，同比增长 18.4%，数字内容收入 149 亿元，同比增长 3.0%。 新型信息基础设施不断完善，资本开支占收比继续下降 2025 年上半年完成资本开支 584 亿元，其中 5G 网络投资 258 亿元，2025 年全年计划资本开支 1512 亿元以内，占收比持续下降。累计开通 5G 基 站超 259.9 万个，上半年净增 18.7 万个；截至 25H1 末总智算规模（FP16） 达 61.3EFLOPS （包括自建及租赁 智算规模 ），其中自建 智算规模达 33.3EFLOPS，较 24 年底提升 4.1EFLOPS，对外服务 IDC 机架超 66 万架。 股东回报不断提升，努力实现 2025 全年目标 股东回报不断提升：为更好地回馈股东、共享发展成果，公司充分考虑盈 利能力、现金流状况及未来发展需要，决定 2025 年中期派息每股 2.75 港 元，同比增长 5.8%，2025 年全年以现金方式分配的利润占当年股 ...

For four years, it was just a desert. A bunch of companies silently died. The state blocked IPOs. They're blocking M&As. There's an allout anti-tech assault. DC is this zero sum game. There's something positive out there. So, it has to acrue to the the DC power base. Figma managed to make its way through that. Absolutely no thanks to, you know, the state attacking it. And then Lena Khan decided to take a victory lap on this, which was, as I said, it's like the assassin congratulating themselves for helping ...