Omdia: Global Tablet Shipments Grew 10% in 2025 as Market Nears SlowdownFeb 4, 2026 5:19 AM Eastern Standard Time# Omdia: Global Tablet Shipments Grew 10% in 2025 as Market Nears SlowdownShare---Worldwide tablet shipments and growth (2016 – 2025)LONDON--([BUSINESS WIRE])--The global tablet market continued its recovery in 2025, with shipments rising 9.8% year on year to 162 million units according to the latest research from Omdia. Momentum was strongest in the holiday quarter, with Q4 2025 shipments reachi ...

以下文章来源于福布斯 ，作者Forbes 福布斯 . "Forbes福布斯"品牌始终秉承企业家精神和创新精神，坚持专业、公正、创新和进取的价值观，中国地区业务涵盖广告、咨询、调研、策 划、会议及展览服务等。 来源丨福布斯（ID： forbes_china ） 作者丨Richard Niev 翻译丨 Lemin 去年 9 月，风头正劲的 氛围编程 初创公司 Cognition 宣布完成 4 亿美元融资，公司估值一举跃升至 102 亿美元。 伴随公司 估值 上涨 的还有 三位年轻创始人 的身家 ——他们已 成为生成式人工智能热潮中最新的造富赢家。 三人中最年轻的 Yan 曾入选 Neo Scholar 项目 ，该计划由 Facebook 早期投资人阿里 · 帕托维 （ Ali Partovi ） 发起，旨 在挖掘在 校大学生中的 潜力科技人才。与 蒂尔奖学金（ Thiel Fellows ） 计划不同， 参加 Neo 项目 无需退学创业，但 Yan 仍选择从哈佛大学 退学 ，全 身心投入 Cognition 的 创建 。 目前尚无信息披露 Hao 的持股比例为何高于 Yan 和 Wu ，三位创始人未回应《福布斯》 ...

Core Insights - The article highlights the growing importance of AI stocks in the stock market, particularly focusing on companies like Nvidia and OpenAI that are at the forefront of generative AI technology [1] Industry Overview - The AI sector is experiencing a boom, but selecting individual winners is challenging due to competitive pressures and risks faced by leading companies like Nvidia and TSMC [2] - TSMC, while a dominant player in chip manufacturing, faces competition from Intel and is also impacted by geopolitical risks due to its location in Taiwan [2] Investment Vehicle - Exchange-traded funds (ETFs) are presented as a smart alternative for investors seeking exposure to the stock market without the need to pick individual stocks [3] - The VanEck Semiconductor ETF (SMH) is highlighted as a top performer since its inception in 2011, significantly outperforming the S&P 500 [4][6] ETF Performance - The SMH ETF has a strong historical performance, particularly during the AI boom, and includes major chip stocks such as Nvidia (19.3% of net assets) and TSMC (10.2%) among its top holdings [6][7] - Recent performance of ASML and Intel indicates that the AI boom is benefiting even those companies that have previously lagged behind [8] Future Growth Potential - The demand for semiconductors is expected to grow due to technological advancements, with increasing reliance on semiconductors in various products and infrastructure [11] - Despite a trailing price-to-earnings ratio of 46, the growth potential of companies within the SMH ETF, such as Nvidia's 62% revenue growth, suggests that the ETF may be undervalued on a forward basis [12] Diversification Benefits - The VanEck Semiconductor ETF offers a good alternative to the S&P 500 by providing exposure to international stocks like TSMC and ASML, which are not included in the index [13]

Amdocs (NasdaqGS:DOX) Q1 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsDan McDermott - Equity ResearchMatt Smith - Head of Investor RelationsShimie Hortig - Senior ExecutiveShlomo Rosenbaum - Managing DirectorShuky Sheffer - President and CEOTamar Rapaport-Dagim - Chief Financial and Operating OfficerOperatorThank you for standing by and welcome to the Amdocs First Quarter 2026 Earnings Conference call. At this time, all participants are in listen-only mode. After the speaker's presen ...

Amdocs (NasdaqGS:DOX) Q1 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsDan McDermott - Equity ResearchJimmy Hortick - Trusted PartnerMatt Smith - Head of Investor RelationsShlomo Rosenbaum - Managing DirectorShuky Sheffer - President and CEOTamar Rapaport-Dagim - Chief Financial and Operating OfficerOperatorThank you for standing by and welcome to the Amdocs First Quarter 2026 Earnings Conference call. At this time, all participants are in listen-only mode. After the speaker's present ...

Amdocs (NasdaqGS:DOX) Q1 2026 Earnings call February 03, 2026 05:00 PM ET Speaker1Thank you for standing by and welcome to the Amdocs First Quarter 2026 Earnings Conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during this session, you'll need to press star 11 on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press star 11 again ...

AI CX Automation Platform Earnings Call Slides Powered by Trusted Knowledge NASDAQ: EGAN February 2026 Safe Harbor statement This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including without limitation: our financial guidance for the third quarter of fiscal 2026 and fiscal 2026 full year ending June 30, 2026. The achievement or success of the matters covered by such forward-looking statements ...

The information contained herein in this presentation or delivered or to be delivered to you during this presentation does not constitute an offer, expressed or implied, or a recommendation to do any transaction in Amdocs Limited securities or in any securities of its affiliates or subsidiaries. Amdocs Limited NASDAQ: DOX Fiscal Q1 2026 Earnings Presentation February 3, 2026 Shuky Sheffer President & CEO Tamar Rapaport-Dagim CFO & COO Disclaimer This presentation and the comments made by members of Amdocs m ...

Accelerating generative AI strategies by embedding intelligence into telecom operations to elevate customer and employee experiences, unlock new growth opportunities, and drive measurable efficiency at scale JERSEY CITY, NJ / ACCESS Newswire / February 3, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced aOS, an agentic operating system purpose-built for telecommunications. Designed to help communication service providers (CSPs) ac ...

Core Insights - Amdocs has extended its strategic collaboration with T-Mobile USA through a new multi-year agreement aimed at supporting T-Mobile's growth and operational excellence [1][2] Group 1: Agreement Details - The new agreement includes managed services, software development, AI innovation, and integration activities related to common systems [1][2] - Amdocs will implement GenAI technology to support T-Mobile's consumer and business domains [2] Group 2: Company Statements - Amdocs expresses pride in supporting T-Mobile by providing robust solutions to enhance agility, efficiency, and growth [3] - The collaboration aims to transform T-Mobile's operations and customer experience, setting new industry standards [3] Group 3: Company Background - Amdocs is a leading provider of software and services for communications and media companies, with a reported revenue of $4.53 billion in fiscal 2025 [5] - T-Mobile USA is recognized for its advanced 4G LTE and nationwide 5G network, focusing on delivering reliable connectivity and exceptional service [4]