Core Insights - Merck has selected Shiftconnector to enhance its digital tools in manufacturing, aiming for real-time insights across global operations [1][2] - The integration of Shiftconnector supports Merck's goals for transparency, responsiveness, and efficiency in its supply chain [2][4] - The deployment of Shiftconnector has been successful, reaching over 9,000 users globally within five months, and is now a core component of Merck's Visual Factory [3][4] Company and Industry Impact - Shiftconnector provides a unified view of plant performance, enabling faster decision-making and enhancing operational agility [3][4] - The AI-driven features of Shiftconnector facilitate access to historical insights, crucial for navigating workforce transitions in the pharmaceutical industry [3] - Merck's investment in digital transformation reflects its commitment to innovation and delivering life-saving medicines more efficiently [4]

Core Points - Elo Mutual Pension Insurance Company's holding in Siili Solutions Plc has decreased to 4.18% of the share capital as of 23 October 2025, falling below the 5% threshold due to share transactions [2] - The previous holding was reported at 5.55%, indicating a reduction in their stake [2] - The total number of shares and voting rights held by Elo Mutual Pension Insurance Company is now 340,384 [2] Company Overview - Siili Solutions Plc specializes in AI-powered digital development and aims to assist clients in achieving growth, efficiency, and competitive advantage through digital transformation [3] - The company operates primarily in Finland, the Netherlands, the United Kingdom, and Germany [3] - Siili Solutions Plc has been profitable since its establishment in 2005 and is listed on the Nasdaq Helsinki Stock Exchange [3]

Third Quarter 2025 Investor Presentation © 2023 United Rentals, Inc. All rights reserved. I 1 Introductory information Unless otherwise specified, the information in this presentation, including forward-looking statements, is as of our most recent earnings call held on October 23, 2025. We make no commitment to update any such information contained in this presentation. Certain statements in this presentation are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of ...

Core Insights - AIBotics is strategically expanding its presence in the Caribbean through the acquisition of NovaCore Labs, enhancing its capabilities in AI-driven robotics and digital transformation [1][3][4] - The partnership with KEENON Robotics aims to introduce the XMAN humanoid robot to Jamaican universities and the broader Caribbean market, reinforcing AIBotics' commitment to advancing technology in emerging economies [2][7] - NovaCore Labs has established itself as a leader in immersive technology and cloud-based solutions, providing a solid foundation for AIBotics' growth strategy across CARICOM nations [3][5] Company Developments - AIBotics signed a Letter of Intent to acquire NovaCore Labs, a Google Partner known for its expertise in immersive technology, with plans to close the transaction by the end of 2025 [1][4] - NovaCore's Street View imagery receives approximately one million online views per week, significantly enhancing visibility for Jamaican businesses and landmarks [5] - The collaboration aims to develop AI-powered immersive learning programs and smart infrastructure pilots across multiple territories, empowering education and local governments [6][7] Market Positioning - Jamaica is positioned for tech growth, demonstrating macroeconomic stability and a favorable environment for digital inclusion and innovation, according to the World Bank [8] - The acquisition of NovaCore Labs is seen as a transformational leap for AIBotics, providing access to innovative technologies and partnerships that will accelerate digital transformation in the Caribbean [4][9] - AIBotics plans to leverage NovaCore's partnerships with institutions like the University of the West Indies to introduce advanced AI curricula and smart infrastructure solutions [7][9]

Core Insights - The data center market is experiencing explosive growth driven by the demand for AI, machine learning, and cloud computing technologies [1][2][4] Industry Overview - The global data center market is projected to grow at a compound annual growth rate (CAGR) of 11.2% from 2025 to 2030, largely due to the rapid adoption of digital transformation technologies [2] - In the U.S., which represents 40% of the global market, data centers are expected to grow at a CAGR of 10.7% through the early 2030s, presenting investment opportunities in AI-related infrastructure [3] Company Profile: Quanta Services - Quanta Services, with a market cap of $65.77 billion, specializes in the design, installation, and maintenance of critical infrastructure networks [5] - The company offers full-spectrum services including engineering, procurement, and construction for high-voltage power transmission and distribution, applicable across various industries [6] Financial Performance - Quanta Services reported a year-over-year revenue growth of 21.1% and has an all-time high backlog of nearly $36 billion [9] - The company's net income increased from $486 million in 2021 to $905 million in 2024, marking an over 86% rise, while net cash from operating activities surged by nearly 258% from $582 million to $2.08 billion [12] Market Position and Analyst Ratings - Quanta Services has received a Moderate Buy rating from analysts, with 14 out of 26 recommending a Buy and 12 a Hold [13] - Institutional ownership is significant, with 90% of the company's float held by institutional investors, who have invested $8.66 billion over the past year [13] Future Outlook - The company raised its full-year 2025 financial guidance, projecting earnings growth of 11.13% from $9.34 per share to $10.38 per share for 2026 [11] - Quanta Services is well-positioned to capitalize on the growing demand for AI data centers, which is expected to drive further profitability [4][10]

Core Viewpoint - Morrisons is set to become the first large UK supermarket chain to implement electronic shelf labels (ESLs) across all its stores, enhancing customer experience and operational efficiency through digital innovation [1][3]. Group 1: Implementation of ESLs - Morrisons will deploy 10.8 million smart electronic shelf labels across its 497 supermarkets, with the rollout beginning in early 2026 [1]. - The ESLs will replace paper price tags, providing real-time pricing and product details, and will also highlight discounts and promotions [2][4]. Group 2: Operational Benefits - The ESL system automates manual price updates, reduces paper usage, and allows staff to focus more on customer service [2]. - The technology will integrate with existing digital shelf-edge cameras to help identify stock shortages and improve replenishment speed [2]. Group 3: Digital Transformation Strategy - The ESL rollout is part of a broader digital transformation program at Morrisons, which includes shelf-edge cameras, a digital task management system, and trials of AI-powered shopping trolleys [5]. - Morrisons plans to upgrade its in-store Wi-Fi to enhance digital connectivity and customer experience [3]. Group 4: Financial Performance - In a trading update for the 13 weeks ending July 27, 2025, Morrisons reported a 3% rise in like-for-like sales and an overall sales increase of 3.5% to £4 billion [6].

Core Insights - Euronet reported third quarter 2025 financial results, showing a commitment to innovation and global expansion, with a focus on digital transformation and stablecoin technology [4][6] - The company anticipates adjusted earnings per share growth of 12% to 16% year-over-year, consistent with long-term growth rates [17] Financial Performance - Revenues reached $1,145.7 million, a 4% increase from $1,099.3 million, with a 1% increase on a constant currency basis [7] - Operating income was $195.0 million, a 7% increase from $182.2 million, with a 2% increase on a constant currency basis [7] - Adjusted EBITDA grew to $244.6 million, an 8% increase from $225.7 million, with a 4% increase on a constant currency basis [7] - Net income attributable to Euronet was $122.0 million, or $2.75 diluted earnings per share, compared to $151.5 million, or $3.21 diluted earnings per share [7] Segment Results - The EFT Processing Segment reported revenue of $409.4 million, a 10% increase from $373.0 million, driven by banking services and merchant acquisitions [8] - The Money Transfer Segment experienced revenue growth through digital transformation and strategic partnerships, maintaining strong momentum despite economic pressures [10] - The epay Segment's revenue decline was primarily due to the discontinuation of a mobile activation product in the U.S., with continued growth in payments and branded content distribution [9] Strategic Developments - Euronet signed a strategic agreement with Fireblocks to support stablecoin technology and a Dandelion agreement with Citigroup to enhance cross-border instant payment offerings [6] - The company completed a $1 billion convertible debt offering to enhance financial flexibility [6] Balance Sheet and Financial Position - Unrestricted cash and cash equivalents were $1,172.5 million as of September 30, 2025, down from $1,329.3 million as of June 30, 2025 [12] - Total indebtedness decreased to $2,305.3 million as of September 30, 2025, from $2,438.1 million as of June 30, 2025 [12] Outlook - The company expects revenues of $286.5 million for the upcoming quarter, a 1% decrease from the previous year, with operating income projected at $31.0 million, a 7% increase [15]

Core Points - Emerald Holding, Inc. will release its financial results for the third quarter of 2025 on October 31, 2025, before market opening [1] - A conference call to discuss the results will take place at 8:30 am ET on the same day [1] - The company is the largest U.S.-based B2B event organizer, focusing on creating meaningful connections and delivering commerce-driven solutions [4] Financial Results Announcement - The financial results for Q3 2025 will be announced before the market opens on October 31, 2025 [1] - A conference call will be held at 8:30 am ET to discuss these results [1] Conference Call Details - The conference call can be accessed domestically at 1-800-715-9871 and internationally at 1-646-307-1963 [2] - A telephonic replay will be available starting at 11:30 am ET on the same day, accessible until November 7, 2025 [2] Company Overview - Emerald Holding, Inc. is a leading B2B event organizer in the U.S., providing a portfolio of trade shows, conferences, and B2C showcases [4] - The company aims to empower businesses by enhancing connections and delivering impactful commerce solutions [4] - Emerald serves predominantly small and medium-sized businesses, facilitating streamlined buying, selling, and networking opportunities [4]

Core Insights - Build-A-Bear Workshop has appointed Carmen Flores as Senior Vice President of eCommerce & Digital Experiences to lead the brand's global digital growth strategy [1][2][3] - Flores brings over a decade of experience in digital commerce, having previously held senior roles at The LEGO Group and Richemont, where she drove significant digital transformations [2][3] Company Overview - Build-A-Bear Workshop, founded in 1997, is a multi-generational brand focused on creating personalized stuffed animals, fostering emotional connections with consumers [4] - The company reported consolidated total revenues of $496.0 million for fiscal 2024, indicating a strong financial performance [4] Strategic Focus - Flores will enhance Build-A-Bear's eCommerce business and digital experience strategy, aiming to deliver personalized and seamless interactions across all channels [2][3] - The brand's new communications campaign, "The Stuff You Love," celebrates over 25 years of creating cherished memories, reinforcing its emotional connection with consumers [4]

Core Insights - Heineken anticipates a modest decline in sales volumes for 2025 following a challenging third quarter, with beer sales dropping significantly in Europe and North America [1][4] - The company's third-quarter revenue decreased by 4% to €8.71 billion ($10.12 billion), with a slight organic dip of 0.1% [1] - Heineken's beer volumes fell by 3.8% in the quarter, with a decline of over 4% in beer sales [1][4] Financial Performance - The net revenue per hectolitre increased by 3.6% due to price hikes and a rise in premium product sales [2] - Organic operating profit is expected to be at the lower end of the target growth range of 4-8% [2] Market Dynamics - The decline in volumes was primarily attributed to weak performance in the Americas, particularly in Brazil and the USA, and a slower recovery in Europe [4] - Despite the challenges, Heineken reported market share gains in most markets and growth in premium volumes year-to-date [3] Strategic Initiatives - Heineken is focusing on digital transformation and organizational restructuring to adapt to changing market conditions and consumer trends [5] - The company plans to close the Namysłów Brewery in Poland due to declining beer sales, with production ceasing by early next year [6]