Zscaler, Inc. (NASDAQ: ZS ) has a strong growth opportunity in the coming years as more enterprises adopt GenAI in production applications, driving the need for data protection and zero trust security. In addition to this, as moreMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information ...

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 ...

Financial Data and Key Metrics Changes - Company reported a 13% year-over-year sales growth to $3.7 billion in Q1 2025, with EPS growing more than three times the rate of sales to $0.54 [5][32] - Operating margin expanded by 250 basis points year-over-year to 18% [5][32] - For Q2 2025, the company expects sales to be approximately $3.85 billion and EPS guidance of $0.55 to $0.59, indicating a year-over-year EPS growth of about 21% [6][32] Business Line Data and Key Metrics Changes - Optical communications sales were $1.4 billion, up 46% year-over-year, with net income increasing by 101% [35] - Enterprise sales reached $705 million, up 106% year-over-year, driven by demand for new Gen AI products [35] - Display sales were $905 million, up 4% year-over-year, with a net income margin of 26.9% [37] - Specialty materials sales increased by 10% year-over-year to $501 million, with net income growing 68% [39] - Automotive sales were $440 million, down 10% year-over-year, primarily due to softness in European markets [42] Market Data and Key Metrics Changes - The company noted strong demand for US-made innovations, particularly in optical communications and solar sectors [14][26] - In the solar market, the company expects to grow from a $1 billion business in 2024 to a $2.5 billion business by 2028, driven by increased energy demand and favorable government policies [26][28] Company Strategy and Development Direction - The company is focused on its SpringBoard plan, aiming to add more than $4 billion in annualized sales and achieve a 20% operating margin by the end of 2026 [9][51] - The strategy includes leveraging US manufacturing capabilities to mitigate tariff impacts and capitalize on domestic demand [8][14] - The company is also emphasizing innovation in Gen AI and solar technologies as key growth drivers [22][51] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering the SpringBoard plan even in a potential macroeconomic downturn, citing a risk-adjusted approach to planning [9][21] - The company is seeing early signs of stronger demand for US-made products, which is expected to positively impact financial performance [14][26] - Management reiterated that the direct impact of current tariffs is minimal, with a projected impact of $10 million to $15 million for Q2 2025 [13][34] Other Important Information - The company plans to invest approximately $1.3 billion in capital expenditures and expects to generate significant free cash flow in 2025 [45][46] - The company has a strong balance sheet with a long average debt maturity of about 23 years [47] Q&A Session Summary Question: Pricing power in uncertain markets - Management highlighted their ability to pass on increased costs to customers, particularly in solar and optical segments, due to strong demand and unique product offerings [54][56] Question: Temporary capacity ramp costs - Management clarified that the costs associated with ramping up production are primarily operational expenses, not capital expenditures, and are expected to normalize as production scales [59][60] Question: Visibility in Gen AI orders - Management confirmed strong demand from major hyperscale customers, reinforcing growth expectations despite potential market fluctuations [64] Question: Supply constraints in optical segment - Management acknowledged supply constraints and indicated that pricing power could strengthen further with the introduction of next-generation products [69][71] Question: Customer conversations regarding tariffs and recession - Management noted increasing demand for US-based manufacturing and emphasized the importance of long-term commitments from customers amid tariff uncertainties [78][79] Question: End market demand in display segment - Management expects flat unit demand for displays but anticipates growth in the glass market driven by increasing screen sizes [87][88]

Q1 2025 Financial results April 28, 2025 Safe harbor statement The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forward-looking statements may include, among others, statements regarding operating results, the success of our internal operating plans, and the prospects for newly acquired businesses to be integrated and contribute to future growth, profit and cash flow expectations. Forward-looking statements may be indi ...

Roper (ROP) Q1 2025 Earnings Call April 28, 2025 08:00 AM ET Company Participants Zack Moxcey - Vice President, Investor RelationsNeil Hunn - President & Chief Executive OfficerJason Conley - Executive VP & CFOBrent Thill - Tech Sector Leader, Software/Internet ResearchBrad Reback - Managing DirectorJoshua Tilton - DirectorTerry Tillman - Managing DirectorScott Davis - CEO & ChairmanDeane Dray - Managing DirectorStephen Tusa - Managing Director Conference Call Participants Joe Vruwink - Senior Research Anal ...

今天分享的是：CSA GCR：2025年SaaS安全现状调查报告 1. SaaS安全的重视与投资增加：86%的组织将SaaS安全列为高或最高优先级，76%的组织增加了SaaS安全预算。50%的企业优先 考虑SaaS威胁检测，47%优先考虑SaaS安全态势管理解决方案。 2. 存在的问题与挑战 - 数据安全风险：63%的组织存在敏感数据外部过度共享问题，56%的员工向未经授权的SaaS应用上传敏感数据。41%的组织最 小权限访问策略执行无效，且GenAI集成增加了数据风险。 - 去中心化带来的管理难题：55%的员工在安全部门不知情的情况下注册SaaS应用，57%的组织存在管理碎片化问题。安全、IT 和业务团队协作困难，导致政策执行漏洞和安全盲点。 - 身份管理困境：IAM实施不一致且自动化不足，58%的组织在权限管理方面存在挑战，54%缺乏用户账户自动化功能。46%的 SaaS网络攻击与薄弱的MFA保护有关，41%由过度授权账户造成。 - 安全盲点扩大：46%的企业监测非人类身份困难，56%对第三方供应商和GenAI工具的超权限API访问表示担忧。SaaS - to - SaaS集成快速增长，缺乏监督，增加了安 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自 The nextplatform ，谢谢。 世界上安装的其他大多数大型机都基于蓝色巨人IBM的另一条处理线，即基于十几代 Power RISC CPU的Power Systems 机器。 System z 和 Power Systems 产品线运行着关键任务应用程序，很难被轻易取代。IBM 面临的问 题是，这两款机器的最新产品线都已走到尽头，而且在预计 2025 年下半年推出新产品之前，销售 也一如既往地放缓。 蓝 色 巨人IBM 正 蓄 势 待 发 ， System z17大型机将于6月开始出货 ， 其 集 成 的 AI 处 理 功 能 将 集 成 在"Telum II"z17 CPU以及"Spyre"外部AI加速器上，后者基于与z17核心类似的矩阵数学引擎。 Power11处理器也将于今年晚些时候上市，它将进行一些针对片上AI运行的调整和调优，并支持更 大、更快的内存子系统（这对于SAP HANA和Spark内存数据库工作负载至关重要）。 在这两台"钢铁巨机"开始出货之前，蓝色巨人的实力将略显疲态，其软件和咨询业务必须努力弥补 不足——尤其是在日 ...

Quest Diagnostics (DGX) Q1 2025 Earnings Call April 22, 2025 08:30 AM ET Company Participants Shawn Bevec - VP of IRJames Davis - Chairman, CEO & PresidentSam Samad - Executive VP & CFOKevin Caliendo - Managing DirectorPatrick Donnelly - Managing DirectorNoah Kava - Equity Research AssociateMichael Ryskin - Managing Director Conference Call Participants Luke Sergott - AnalystElizabeth Anderson - AnalystMichael Cherny - Senior Managing Director & Senior Research AnalystPito Chickering - AnalystDavid Westenbe ...

Gartner 最近发布了其年度芯片业务报告，每次报告发布时，我们都会留意一下，但我们还没有真 正收集长期的公开数据集并进行分析，而现在似乎正是最佳时机，因此我们回顾了 Gartner 过去 十年的报告，并按供应商汇总了芯片销售数据集，填补了公开报告中某些数据的空白。值得庆幸的 是，所有主要的芯片制造商——我们指的是芯片设计商，而不是制造芯片的代工厂——都参与其 中，而人们通常都这样称呼这些公司。 除了英特尔和三星电子运营着拥有先进工艺的代工厂外，其他所有"制造"芯片但真正从事设计的公 司都没有自己的代工厂。当然，台积电是全球最大的代工厂，它无意成为通过渠道或直接向个人设 备或数据中心系统制造商销售产品的"芯片设计者"。而苹果公司在2021年首次跻身年度半导体制 造商排行榜，该公司自行设计芯片，并为其设备生产芯片，然后直接向消费者和企业销售。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 nextplatform ，谢谢。 半导体制造业规模庞大。为了更直观地了解这些数字，2024年，芯片制造商的收入约为美国国防 预算的四分之三，约为国会拨款社会服务预算的三分之二。随着容量更大的设备最终应用于更 ...

洞察 普华永道 为了在这个振奋人心的时代蓬勃发展，制定一套精妙的GenAI使用战略至关重要： GenAI将惠及哪些行业？简而言之，所有行业都会受益。但我们的分析表明，各个行业的受益程度不 同。其中，软件和奢侈品等行业将凭借GenAI迎来最大的涨幅。考虑到微薄的利润率，哪怕是受益程度 较低的行业也有望迎来可观的提升。 当然，现下可以轻易实现的生产力提升效应将随着时间的推移而逐渐消失，因为其主要来自GenAI在当 前运作方式基础上对企业效率的加持。一旦市场上每一个参与者都开始以同样方式去使用这项技术，那 么重塑进程将加速。客户的期望将不可避免地提高，从而推高门槛。 这就是为何企业希望将这一技术 整合到当前的工作中，并在此基础上开发更多变革性应用，从而借此转向新的运营模式，进入新的市 场。 1. 掌握平衡艺术 行业发展态势，极大程度上影响着企业利用GenAI创效和重塑的速度，其中有两个变量的影响力最大： GenAI对行业的颠覆程度，以及行业采用和整合GenAI技术的能力。 为了具象化，我们基于这两个维度对22个行业进行了分析，并发现可以归类为四个类别： 我们已经看到这两个维度的相互作用。以制药行业为例，GenAI技 ...