HONG KONG, July 25, 2025 /PRNewswire/ -- TROOPS, Inc. (NASDAQ: TROO) ("TROOPS" or the "Company") today announced that the Company has initiated its stock repurchasing plan by entering into a stock repurchase agreement (the "Stock Repurchase Agreement") with an existing shareholder (the "Shareholder").On July 18, 2025, the Shareholder agreed to the Company's notice to exercise its repurchase option as outlined in the stock purchase agreement dated on May 28, 2025. On July 22, 2025, the Company entered into t ...

July 21, 2025 12:50 PM GMT Software | North America 2Q25 CIO Conference Call: Takeaways and Transcript CIO survey results lack indications of positive inflection in underlying IT budgets, despite ongoing prioritization of AI/ML and intention to launch GenAI based workloads into production near-term. This dynamic was reflected in the conversation below on AI projects and initial views on ROI. In July we hosted our 2Q25 CIO Conference Call, where we spoke to three CIOs across various industries to discuss the ...

Financial Data and Key Metrics Changes - Digital Realty reported $177 million in new bookings for the quarter, with $135 million attributed to Digital Realty's share, marking a record performance in the zero to one megawatt plus interconnection product set with $90 million in bookings [5][9] - Core FFO reached a record $1.87 per share, a 13% increase year-over-year and 6% higher than the previous quarter, contributing to an increase in revenue, adjusted EBITDA, and core FFO per share guidance for the full year 2025 [6][10][26] - The backlog at the end of the quarter stood at $826 million, providing strong visibility through 2025 and beyond [10][24] Business Line Data and Key Metrics Changes - The zero to one megawatt plus interconnection category saw bookings of $90 million, an 18% increase over the previous record set two quarters ago, with over $300 million booked in the past four quarters, up from approximately $200 million in 2023 [9][10] - Leasing results included $45 million in the greater than one megawatt category, with average pricing skewed lower due to an expansion option exercised by a large enterprise customer [24][26] - Total churn declined to just 1%, with negligible churn in the greater than one megawatt category [26] Market Data and Key Metrics Changes - Demand for data center capacity remains strong across all regions, with significant contributions from EMEA, The Americas, and APAC [9][12] - In North America, near-term capacity blocks are in high demand, with discussions focused on late 2026 and early 2027 deliveries [12] - AI deployments are growing in EMEA and APAC but still lag behind the U.S., with larger capacity blocks in these regions being smaller than those in the U.S. [13] Company Strategy and Development Direction - Digital Realty is focused on enhancing interconnection capabilities and services, with a strategy to double colocation bookings [8][16] - The company is positioning its large capacity blocks to support the growing needs of hyperscale customers, aligning development deliveries with power availability [12][16] - The U.S. Hyperscale data center fund has received over $3 billion in LP equity commitments, enabling the company to meet the diverse needs of hyperscale customers without overtaxing its balance sheet [15][29] Management's Comments on Operating Environment and Future Outlook - Management highlighted the acceleration of enterprise digital transformation, cloud computing, and AI adoption as key drivers for growth [7][11] - The company expects continued strength in the zero to one megawatt category and substantial hyperscale capacity to bolster its backlog and extend core FFO growth into 2027 and beyond [16][35] - Management expressed confidence in the company's ability to capture market share and drive sustainable growth, with a focus on maintaining a robust backlog of signed but not yet commenced leases [35][90] Other Important Information - Digital Realty was recognized as one of the world's most sustainable companies of 2025, reflecting its commitment to clean energy and resource conservation [18][19] - The company reported a 9% increase in renewable energy usage, with 185 data centers matched with 100% renewable energy [19] Q&A Session Summary Question: What is driving the growth in the zero to one megawatt category? - Management indicated that the growth is due to a combination of a growing market and Digital Realty capturing market share through strategic enhancements in its global footprint and go-to-market strategy [38][39][40] Question: Can you comment on interconnection bookings and pricing? - Management noted record interconnection bookings driven by sustained demand and global pricing standardization, with a positive outlook for the second half of the year [44][45][47] Question: What is the impact of large capacity block market dynamics? - Management highlighted strong demand for large capacity blocks, particularly in North America, with ongoing discussions about future capacity coming online [55][60] Question: How will the U.S. Hyperscale fund impact the financial model? - The fund is expected to ramp up contributions over the next few years, with asset management fees providing near-term benefits and development returns aligning with current balance sheet performance [92][97][98]

Financial Data and Key Metrics Changes - The company reported core FFO of $1.87 per share, a 13% increase year-over-year and 6% higher than the previous quarter [9][25] - New bookings for the quarter totaled $177 million, with Digital Realty's share at $135 million, marking a record performance in the zero to one megawatt interconnection product set with $90 million in bookings, an 18% increase from the prior record [4][8] - The backlog at the end of the quarter stood at $826 million, providing strong visibility through 2025 and beyond [9][24] Business Line Data and Key Metrics Changes - The zero to one megawatt plus interconnection category saw bookings of $90 million, contributing significantly to the overall new bookings and reflecting a 36% increase compared to the prior April average [8][22] - The greater than one megawatt category generated $45 million in new leases, with steady to improved pricing despite some pricing pressure from a large enterprise customer exercising an expansion option [22][25] - Total churn declined to just 1%, with negligible churn in the greater than one megawatt category, indicating strong customer retention [25] Market Data and Key Metrics Changes - Demand for data center capacity remains strong across all regions, with notable contributions from North America, EMEA, and APAC [10][12] - In North America, near-term capacity blocks are in high demand, with discussions focused on late 2026 and early 2027 deliveries [11] - EMEA and APAC are experiencing growing demand for AI deployments, although they still lag behind the U.S. in terms of hyperscale capacity [12][78] Company Strategy and Development Direction - The company is focused on enhancing its interconnection capabilities and services, which are critical for supporting hybrid multi-cloud IT and AI workloads [7][15] - The U.S. Hyperscale data center fund has received over $3 billion in LP equity commitments, allowing the company to meet growing customer needs without overextending its balance sheet [14][29] - The strategic objective includes positioning for long-term sustainable growth through colocation and interconnection categories, with expectations for continued momentum into 2026 and beyond [15][34] Management's Comments on Operating Environment and Future Outlook - Management highlighted the strong demand environment driven by digital transformation, cloud computing, and AI adoption, positioning the company well for future growth [6][10] - The company expects to exit 2025 with significant momentum and a sizable backlog, having increased guidance for revenue and adjusted EBITDA for the year [21][33] - Management expressed confidence in the ability to scale quickly and securely across regions, enhancing the company's value proposition [15][34] Other Important Information - The company maintained strong execution against sustainability goals, achieving a 9% increase in renewable energy usage and a 14% reduction in water usage intensity year-over-year [19] - The company has a robust balance sheet with over $7 billion in liquidity and leverage below target levels, allowing for continued investment in growth initiatives [6][29] Q&A Session Summary Question: What is driving the growth in the zero to one megawatt category? - Management indicated that a combination of a growing market and improved execution has led to increased market share, with a focus on enhancing the global footprint and interconnection capabilities [37][39] Question: Can you comment on interconnection bookings and pricing? - Management noted record interconnection bookings driven by sustained demand and global pricing standardization, with expectations for continued momentum in the second half of the year [42][44] Question: What is the outlook for large capacity blocks in the U.S.? - Management highlighted strong demand for large capacity blocks, particularly in Northern Virginia, with ongoing discussions about future capacity needs [51][56] Question: How will the U.S. Hyperscale fund impact the financial model? - The fund is expected to ramp up contributions over time, with asset management fees providing near-term benefits and development returns expected to grow in the coming years [87][93] Question: What is the impact of the executive order on permitting data center infrastructure? - Management expressed optimism that the executive order will streamline permitting processes and promote infrastructure development, benefiting the company in the long term [64][66]

Earnings season is underway, so it’s time for investors to focus on some of the top technology stocks. One of the most closely watched names will be Microsoft Corporation NASDAQ: MSFT. The tech giant has delivered a total return of over 16% in the last year and a gain of over 155% in the last five years. Microsoft TodayMSFTMicrosoft$505.87 +0.60 (+0.12%) 52-Week Range$344.79▼$514.64Dividend Yield0.66%P/E Ratio39.09Price Target$548.36Add to WatchlistThe company’s depth and breadth touch the most promising t ...

Sundar Pichai, CEO of Alphabet Inc., during Stanford's 2024 Business, Government, and Society forum in Stanford, California, April 3, 2024.Google is going to spend $10 billion more this year than it previously expected due to the growing demand for cloud services, which has created a backlog, executives said Wednesday.As part of its second quarter earnings, the company increased its forecast for capital expenditures in 2025 to $85 billion due to "strong and growing demand for our Cloud products and services ...

Sundar Pichai is 'very excited' about Google Cloud's OpenAI partnership | TechCrunch https://t.co/SM8skfah9K ...

Financial Data and Key Metrics Changes - ASGN reported revenues of $1,020 million for Q2 2025, which was above the high end of guidance and represented a decrease of 1.4% year over year [5][23] - Adjusted EBITDA margin was 10.6%, at the top end of expectations for the quarter [5][27] - Net income for the quarter was $29.3 million, with free cash flow of $115.8 million, translating to a conversion rate of approximately 107% of adjusted EBITDA [27][28] Business Line Data and Key Metrics Changes - IT consulting revenues grew to approximately 63% of total revenues, up from 57% in the prior year [5] - Commercial consulting revenues totaled $325.7 million, an increase of 15.7% year over year, driven by contributions from TopLock [23] - Federal government segment revenues were $312.5 million, an increase of 1.1% year over year, including $10 million of higher than expected license revenue [23] Market Data and Key Metrics Changes - Consumer and industrial accounts showed mid double-digit growth year over year, driven by strong performance in materials, utilities, and consumer discretionary sectors [10] - The healthcare vertical remained flat year over year, while financial services and TMT accounts declined compared to the previous year [10][11] - Federal contract awards totaled $72 million for the quarter, with a book-to-bill ratio of 1.1 times [7] Company Strategy and Development Direction - ASGN is focusing on AI investments to enhance competitiveness and drive demand for cloud and data solutions [6][30] - The company launched the ASGN AI Innovation Center to unify AI expertise and promote business growth [31][33] - Strategic partnerships with companies like AWS and Workday are being leveraged to deliver tailored technology solutions [18][31] Management Comments on Operating Environment and Future Outlook - Management noted that macroeconomic uncertainty is impacting discretionary spending, but clients are still investing in AI to maintain competitiveness [5][30] - The recent increase in U.S. Defense spending is expected to benefit ASGN's federal business, particularly in AI and automation [8][30] - Management expressed cautious optimism regarding future growth, particularly in the commercial consulting space [63] Other Important Information - The company has approximately $470 million remaining under its $750 million share repurchase authorization [28] - ASGN plans to host an Investor Day in Q4 to discuss long-term strategies for growth and value creation [34] Q&A Session Summary Question: How is TopLock performing relative to expectations? - TopLock is tracking just ahead of revenue and bookings expectations, with EBITDA margins in the high teens [39] Question: What impact is AI having on the cyclical part of the assignment business? - The cyclicality is stable, with no significant impact from AI observed at this stage [46] Question: What is the long-term margin profile for the government consulting area? - The long-term margin profile is expected to remain in the 20% to 21% range, with opportunities for increasing direct labor [56] Question: What were the expectations regarding the DOGE impact? - The DOGE impact was expected to be less than 2% of total revenues, consistent with prior expectations [59] Question: Can you discuss the strength in the consumer and industrial segments? - Strength was driven by significant investments in cloud, data, and AI, particularly in materials and utilities [87][90] Question: How is ASGN using AI internally? - ASGN is implementing AI across enterprise software tools to enhance productivity and efficiency in operations [92]

Company Overview - Nvidia is a global leader in high-performance computing and artificial intelligence, with a market capitalization of $4.00 trillion as of July 10, 2025 [4] - The company's revenue for the trailing twelve months (TTM) is $148.51 billion, with a net income of $76.77 billion and a dividend yield of 0.02% [3] - Nvidia's strategy focuses on innovation in GPU technology and AI platforms, targeting high-growth markets such as artificial intelligence, cloud computing, and autonomous systems [4][5] Financial Performance - Nvidia's stock closed at $164.10 on July 10, 2025, reflecting a one-year price change of 24.90%, outperforming the S&P 500 by 12.29 percentage points [2] - The company's forward price-to-earnings (P/E) ratio is 38.02, and it has a five-year revenue compound annual growth rate (CAGR) of 64.2% [2] Market Position and Strategy - Nvidia generates revenue primarily through the sale of advanced semiconductor hardware and related software, serving original equipment manufacturers, cloud service providers, automotive companies, and system builders globally [5][6] - The company has a robust ecosystem and deep expertise in accelerated computing, which contributes to its competitive edge across gaming, data center, and automotive sectors [4] Investment Insights - Andrew Hill Investment Advisors increased its position in Nvidia, reflecting a strategic focus on technology stocks with exposure to the AI ecosystem, with approximately one-third of its equity holdings in AI infrastructure [7] - Despite a 19% decline in Nvidia's stock in the first three months of 2025, it has since recovered strongly, being up more than 28% year-to-date [8] - The market sentiment has improved due to de-escalation in trade conflicts, allowing Nvidia to ramp up sales of compliant chips to China in the second half of the year [10]

Core Insights - Marvell Technology's optics business is experiencing significant growth due to the industry's shift towards 1.6 Terabit optical interconnects, with AI and cloud computing driving demand for its electro-optics products [1][10] - The introduction of co-packaged optics solutions enhances interconnect density, reach, and scalability, making them suitable for AI networking needs [2][10] - Marvell's Silicon Photonics Light Engines support speeds up to 6.4T, facilitating the scaling of large AI workloads, and the company anticipates continued growth in its optics solutions in the upcoming quarter [3][10] Financial Performance - Marvell Technology reported a 63% year-over-year revenue growth in the first quarter of fiscal 2026, with a projected revenue of $8.22 billion for fiscal year 2026, indicating a 42.6% year-over-year increase [4][10] - The Zacks Consensus Estimate suggests earnings growth of 77.7% for fiscal 2026 and 27.73% for fiscal 2027, with upward revisions in estimates over the past 60 days [13] Competitive Landscape - Competitors such as Broadcom and Coherent Corp. are emerging as significant players in the optics space, particularly in AI infrastructure and data centers [5][6] - Broadcom competes directly with Marvell in high-speed PAM4, Ethernet PHYs, and optics for hyperscale AI networks [6] - Coherent's offerings in optical components and transceivers overlap with Marvell's light engine products, benefiting from the growth in AI and machine learning workloads [7] Valuation Metrics - Marvell Technology's forward price-to-sales ratio stands at 6.95X, which is lower than the industry average of 8.66X, indicating potential valuation attractiveness [11]