Vimeo (VMEO) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Philip Moyer - CEOGillian Munson - CFOYoussef Squali - MD & Head of Internet and Digital Media Research GroupBill Kerr - Vice President - Equity Research Conference Call Participants Thomas Champion - Director & Senior Research Analyst Operator Hello, and thank you for joining Vimeo's Q1 twenty twenty five earnings live Q and A. Before we begin, a few comments. First, this session will be recorded and available on the Vimeo Inv ...

Group 1 - Vimeo released its first quarter 2025 shareholder letter on its investor relations website [1] - A live stream video conference will be held today at 5:00 p.m. Eastern Time to discuss the first quarter results [1] - The live stream will include forward-looking information relevant to investors [1] Group 2 - Vimeo is recognized as the world's most innovative video experience platform [2] - The company serves millions of users, including creative storytellers and large global teams [2] - Vimeo's videos receive billions of views each month [2]

Video-XL-Pro团队投稿 量子位 | 公众号 QbitAI 3B模型超越Meta 7B模型，超长视频理解SOTA刷新了！ 来自上海交通大学、北京智源研究院、特伦托大学的联合研究团队推出了Video-XL-Pro，实现近一万帧视频的单卡处理，大海捞针准确率超 98%。 现有的多模态大模型在超长视频训练和应用中仍存在显著瓶颈：一方面，难以大规模训练超长视频；另一方面，在处理长视频时，仍然面临性 能差和效率低的双重挑战。 对此， Video-XL-Pro 创新采用"重构式token压缩"技术，并且使用较少的训练数据，在多个基准评测上超越了之前Meta发布的7B模型 Apollo-7B，以及同尺寸的知名开源模型 Qwen2.5-VL-3B、InternVL2.5-4B 等， 项目代码，模型，训练数据均已开源 。 此外，为了增强模型对超长视频理解能力，模型还引入了查询选择器，使得在输入上下文超过限制时模型能够选择性关注和查询有关的片段。 为了进一步提升训练效率，研究团队还提出了视频数据集剪枝策略。 这些方法通过筛选高质量视频数据，显著降低了计算成本，同时保障模型的性能。 评测基准 Video-XL-Pro的核心 ...

It turns out those pernicious rumors were true: "Grand Theft Auto 6" is not coming out this year. On Friday, "GTA" maker Rockstar Games announced that the company now plans to release the game in May 2026. Shares of Rockstar's parent company, Take-Two Interactive, tumbled by as much as 8% on Friday morning."Grand Theft Auto 6," which has been years in the making, is one of the most anticipated games of all time. An early trailer for the game, released in 2023, broke the record for most views on YouTube by ...

Grand Theft Auto VI, the most hotly anticipated title in gaming history, has been delayed.Take-Two Interactive pushed the release of the blockbuster title to May 2026 on Friday. The video game was previously expected to be released in autumn this year and is expected to be an instant hit with billions in sales every year, according to analysts.Its predecessor, Grand Theft Auto V, is one of the best-selling video games of all time, selling more than 200 million copies since its release in 2013."With every ga ...

ToplineGamers will need to wait even longer for highly-anticipated sequel to one of the most popular video game franchises ever in Grand Theft Auto, as the next installment of the raunchy adventure series won’t come out this year, the game’s maker Take-Two Interactive said Friday, plummeting Take-Two stock.Rockstar Games' Grand Theft Auto VI trailer came out in December 2023, but it won't be out until ... More 2026.AFP via Getty Images Key FactsTake-Two said it expects Grand Theft Auto VI will come out May ...

连证件照都能在家用AI搞定，介么不是魔法嘛！ 这就是Aragon AI，一款利用AI生成专业证件照的软件，让人不出家门就能得到逼真的证件照。 更牛的是，Aragon AI所交出的实打实成绩。 靠着用AI给人"拍"证件照，Aragon已经在去年赚了450万美元。据说，Aragon AI目前月收入达到90万美元，ARR高达1000万美元。而做到这一点，Aragon 只用了两年时间。 那么，Aragon AI究竟是如何做到的？ 01 颠覆2000元证件照，Aragon AI凭啥这么牛？ 简单来说，Aragon AI是专门利用AI生成证件照的软件。 别看这事看上去不大，但在美国要拍这一张证件照的成本可一点都不低。 为了得到一张证件照，你需要支付大概250美元/小时的专业头像拍摄费用，折合人民币差不多2000元。而且，当中流程还相当繁琐，不仅需要预约，还要 经历化妆、试衣服等一整套程序。 而Aragon AI让这事变得简单了。 在Aragon上，用户只需要花1分钟进行照片喜好选择，包括性别、年龄、头发颜色、头发长短、发型、种族、肤色、着装类型、喜欢的背景等等。这些选 择能让AI更好地了解你。 接着，上传至少6-10张的 ...

Financial Data and Key Metrics Changes - Total company revenue increased by 9% year over year to $133.1 million, with EPS rising from $0.00 to $0.11 driven by higher profitability [20][24] - Adjusted EBITDA reached $21 million, exceeding previous expectations [6][20] - Cash balance at quarter end was $148.7 million, a substantial increase of $47.3 million sequentially, despite $36.1 million returned to shareholders through share repurchases [7][20] Business Line Data and Key Metrics Changes - Broadband revenue for Q1 was $84.9 million, with adjusted EBITDA of $15.9 million, both showing year-over-year growth [20][21] - Video revenue was $48.3 million, up 11.8% year over year, with adjusted EBITDA of $5.3 million reflecting strong revenue momentum [20][21] - Video SaaS revenue was $14.8 million, up 15% year over year, indicating robust growth in this segment [18][21] Market Data and Key Metrics Changes - The company closed the quarter with backlog and deferred revenue at $485.1 million, indicating a durable business model [7][26] - The book-to-bill ratio for the quarter was 0.9, compared to 0.7 in Q4 2024 and 1.2 in Q1 2024, reflecting a shift in customer deployment timing [25][26] Company Strategy and Development Direction - The company is navigating the shift to Unified DOCSIS 4.0, expecting a below-trend revenue year for broadband in 2025 but anticipating a rebound in 2026 [7][8] - Harmonic's strategy includes targeted investments to drive organic growth and returning capital to shareholders through stock repurchases [21][23] - The company is exploring inorganic expansion opportunities that complement its current capabilities [21][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term growth despite short-term headwinds from tariff uncertainties and the transition to Unified DOCSIS 4.0 [34][50] - The company has not seen changes in customer behavior due to tariffs, indicating strong fundamentals [30][50] - Management expects to mitigate tariff impacts through supply chain optimization and cost management [31][32] Other Important Information - The company anticipates a tariff impact of approximately $3 million on Q2 margins, primarily related to broadband [32] - The liquidity position at quarter end included $148.7 million in cash and $82 million in undrawn credit facilities, providing ample resources to manage economic uncertainties [23] Q&A Session Summary Question: Update on unified DOCSIS delay related to amplifier piece - Management indicated that there is no change in expectations regarding the availability of unified amplifiers [37] Question: Should the company consider buying products ahead of delivery to work around tariffs? - Management is exploring options to bring in inventory sooner, given the current pause in tariffs [40] Question: When will the fiber business become a material part of revenue? - Management noted that fiber business is becoming sizable, with significant bookings and expansions [41][42] Question: Source of uncertainty in the second half guidance - The uncertainty is primarily due to macroeconomic factors and tariff fluctuations, impacting visibility for the rest of the year [46][48] Question: Options for diversifying manufacturing footprint - Management is considering options beyond Asia, including potential near-shore manufacturing in Mexico [55] Question: Changes in visibility of spending trajectory from largest MSO customers - Management has not seen any changes in customer behavior to date [57] Question: Explanation for the expected drop in broadband margins - The drop is attributed to a mix of COS licenses and anticipated tariff impacts [59] Question: Update on smart amplifier availability - Management confirmed that progress is in line with expectations regarding the availability of smart amplifiers [73]

Press release Lesquin, 28 April 2025, 6:00pm CEST SALES FOR THE 2024/25 FINANCIAL YEAR: €167.9 MILLION OUTLOOK FOR 2025/26: SHARP INCREASE IN BUSINESS LEVELS STARTING IN THE FIRST HALF NACON (ISIN FR0013482791), a developer of video games and creator of premium accessories, is today reporting its consolidated sales for the 2024/25 financial year (period from 1 April 2024 to 31 March 2025). Sales (IFRS)2024/252023/24Change € millionFirst quarter (April-June)32.335.5-9.0%Second quarter (July-September)44.8 ...

Beamr will present at the Ladenburg Thalmann Technology Innovation Expo in New York, and participate virtually in the Needham 1x1 Conference Herzliya, Israel, April 28, 2025 (GLOBE NEWSWIRE) -- Beamr Imaging Ltd. (NASDAQ: BMR), a leader in video optimization technology and solutions, today announced the Company will participate in the following investor conferences: | Event: | Needham Technology, Media, & Consumer 1x1 Conference | | --- | --- | | Date: | May 12, 2025 | | Location: | Virtual | | Format: | On ...