Clorox (CLX -1.99%), a household products maker known for bleach, cleaning supplies, trash bags, and food products, released its fiscal fourth-quarter results on July 31, 2025. The highlight was a surge in adjusted earnings per share (EPS) to $2.87, well above the analyst consensus of $2.20. Revenue (GAAP) was $1.99 billion, beating expectations of $1.93 billion. However, this outperformance was driven mostly by a temporary boost from "incremental ERP shipments" ahead of a digital system upgrade—an effect t ...

Core Insights - Five9 reported strong Q2 2025 earnings, with GAAP revenue of $283.3 million, a 12% increase year-over-year, and non-GAAP EPS of $0.76, exceeding analyst expectations of $0.62 [1][2][6] Financial Performance - Revenue of $283.3 million surpassed analyst estimates by $8.1 million, reflecting a 12.4% year-over-year increase from $252.1 million in Q2 2024 [2][3] - Non-GAAP EPS increased by 46.2% year-over-year, from $0.52 in Q2 2024 to $0.76 in Q2 2025 [3] - Adjusted EBITDA margin reached a record 24.0%, up from 16.6% in the prior year [3][6] - Gross margin improved to 54.9%, a 1.9 percentage point increase from 53.0% in Q2 2024 [3] Business Overview and Strategy - Five9 operates in the software-as-a-service sector, providing cloud-based call center solutions that facilitate customer interactions across multiple channels [4] - The company focuses on driving cloud adoption, advancing AI capabilities, supporting digital transformation, and expanding its partner ecosystem to capture market share [5] Key Developments - Enterprise AI revenue surged by 42% year-over-year, now constituting 10% of enterprise subscription revenue, with bookings more than tripling [7] - Subscription revenue grew by 16% year-over-year, contributing to improved gross margins and profitability [8] - The company launched new AI products, including Agentic AI Agents and tools for Trust & Governance, enhancing operational efficiency [10] Partnerships and Market Position - Collaborations with major software providers like Salesforce and Microsoft have expanded Five9's market reach, particularly in sectors such as financial services and healthcare [9] - Management noted challenges with U.S. vendor acceptance in international markets, adopting a cautious outlook for international growth [9] Future Guidance - For Q3 2025, management projects revenue between $283.0 million and $286.0 million, with full-year 2025 revenue guidance of $1.1435 billion to $1.1495 billion [11] - Non-GAAP EPS guidance for Q3 2025 is set at $0.72 to $0.74, with full-year guidance of $2.86 to $2.90 [11]

Stagwell (STGW -2.62%), a global marketing and communications company, released its earnings for the second quarter of fiscal 2025 on July 31, 2025. Top-line GAAP revenue reached $707 million, ahead of the $693.77 million analyst estimate, representing a 5% increase from the same period last year. Adjusted EPS (non-GAAP) of $0.17 also surpassed expectations by $0.01, posting a 21.4% rise over the prior year period. However, the company reported a GAAP net loss of $0.02 per share, slightly improved from a $0 ...

Fortune Brands Innovations (FBIN 2.37%), a leading provider of branded home and security products, released its earnings report for the second quarter of fiscal 2025 on July 31, 2025. The quarter’s most notable news: while both earnings (non-GAAP) and revenue (GAAP) exceeded analyst forecasts, results fell from the prior year on key measures. Non-GAAP earnings per share (EPS) came in at $1.00, beating the $0.96 analyst consensus (Non-GAAP) EPS, while revenue (GAAP) reached $1.20 billion, besting the $1.19 b ...

Grid Dynamics (GDYN -16.44%), a digital engineering and consulting firm, reported its second quarter fiscal 2025 earnings on July 31, 2025. The main news was a GAAP revenue increase to $101.1 million compared to Q2 2024, beating analyst expectations of $100.72 million and slightly exceeding its own midpoint guidance. Non-GAAP earnings per share came in at $0.10, topping the consensus estimate by $0.01. Operating results showed rapid growth in AI and Finance services, with the AI and Data practice accounting ...

Core Insights - Atos Group has published its 2025 half-year financial report, which includes the activity report, financial statements, auditor's review, and responsible person's statement [2][4]. Company Overview - Atos Group is a global leader in digital transformation with approximately 70,000 employees and annual revenue of around €10 billion, operating in 67 countries under two brands: Atos for services and Eviden for products [4]. - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, and is committed to a secure and decarbonized future [4]. - Atos Group provides tailored AI-powered, end-to-end solutions across various industries [4]. Purpose and Commitment - The purpose of Atos is to design the future of the information space, supporting knowledge, education, and research in a multicultural approach [5]. - The company aims to contribute to scientific and technological excellence while enabling customers, employees, and society to live and work sustainably in a secure information environment [5].

Innovation and Transformation - Highlights the importance of aspiration, innovation, and execution as key ingredients for transformation [1] - Discusses the creation of a zero-cost, Hindi-based coding platform using a Telegram bot to enable coding education with just a mobile phone [1] - Mentions the concept of adaptive learning, a middle step between AI-based and static learning, which adjusts the difficulty level based on a child's ability [2] Socio-Economic Development - Addresses the socio-economic strata and the importance of their development for overall progress [1] - Describes an initiative to rejuvenate a river by utilizing social contributions from the local population and convergence of different departments [1] - Notes that at the time of India's independence, literacy was at 18%, GDP was $30 million, and there were 150,000 telephone lines [2] - Aims to achieve 100% literacy by 2047 with digital, functional, and numerical learning components [2] Technological Advancement and Competition - Emphasizes the need for a leapfrog mentality to compete with and surpass countries like the US and China [2] - Suggests focusing on areas like space (low-cost spacefaring), solar cells, and nuclear propulsion to gain a competitive edge [2] - Highlights the importance of indigenous devices and care infrastructure for an aging population [3] - Mentions the goal of achieving a $10 trillion economy and the need for deep tech startups, as well as a micro-startup revolution [3] Digital Divide and Data Sovereignty - Acknowledges the digital divide and the need to bridge it [4] - Encourages work in sensor-based agriculture and hyper-spectral imaging [4] - Highlights the challenges to data sovereignty due to reliance on Western-built tools [4] Social Transformation through Technology - Describes using portable X-ray machines with AI algorithms for TB screening, enabling quick results in remote areas [4]

PCCW (00008) H1 2025 Earnings Call August 01, 2025 05:00 AM ET Company ParticipantsHui Hon Hing - Executive Director, Acting Group Managing Director & Group CFOMarco Wong - Head - IROperatorLadies and gentlemen, welcome to PCCW twenty twenty five interim results announcement. Presenting today are miss Susana Hoy, acting group managing director and group chief financial officer and Mr. Marco Wong, Head of Investor Relations. Over to Susannah, please.Hui Hon HingGood afternoon. Thank you for joining the PCCW ...

PCCW (00008) H1 2025 Earnings Call August 01, 2025 05:00 AM ET Speaker0Ladies and gentlemen, welcome to PCCW twenty twenty five interim results announcement. Presenting today are miss Susana Hoy, acting group managing director and group chief financial officer and Mr. Marco Wong, Head of Investor Relations. Over to Susannah, please.Speaker1Good afternoon. Thank you for joining the PCCW twenty twenty five interim results today. Despite a very challenging macro environment in the 2025, PCCW remained very focu ...

Grid Dynamics Culture Grid Dynamics Investor presentation Nasdaq: GDYN | Q2 2025 NASDAQ: GDYN © 2024 Grid Dynamics Holdings, Inc. All rights reserved. Grid Dynamics / Q4 and Full Year 2024 Disclaimer Forward-looking statements This communication contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 that are not historical facts, and involve risks and uncertainties that could cause actual results of Grid Dy ...