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Core Insights - American Tower (AMT) is positioned to benefit from increased investments in 5G networks by wireless carriers, supported by long-term leases that ensure stable cash flows [1][4] - The company is diversifying its revenue streams through a growing portfolio of data centers, capitalizing on the rise of Artificial Intelligence (AI) [1][6] Group 1: Industry Positioning - The demand for wireless connectivity is increasing due to next-generation technologies such as edge computing, autonomous vehicles, and IoT, leading to heightened investments by wireless service providers [3] - American Tower's portfolio includes nearly 149,000 communication sites globally, strategically positioning the company to capture incremental demand from these trends [3][8] Group 2: Business Model and Financial Strategy - American Tower operates on a resilient business model with non-cancellable, long-term tower leases, primarily with major wireless carriers, ensuring substantial and recurring revenue [4] - The company is restructuring its portfolio by divesting non-core assets in high-risk markets, focusing on low-risk developed markets, with plans to allocate over 75% of its $1.5 billion discretionary spending towards these regions in 2025 [5] Group 3: Growth Initiatives - To leverage the booming data center market driven by cloud computing and Big Data, American Tower plans to invest over $600 million to expand its data center footprint in 2025, with a reported data center revenue growth of 8.4% in Q1 2025 [6][8] - The company has a robust balance sheet with $11.7 billion in total liquidity as of March 31, 2025, and has achieved a net leverage target of 5X EBITDA [9] Group 4: Shareholder Value - American Tower has a disciplined capital distribution strategy, having increased its dividend 14 times with an annualized growth rate of 9.07%, indicating a commitment to sustainable shareholder value [10]

Industry Overview - The Zacks Internet - Delivery Services industry includes companies providing services through Internet-based platforms, such as food delivery, online travel booking, and web hosting [2] - Growth-stage companies in this industry are increasing spending on R&D and sales & marketing, which may hinder short-term profitability [2] Growth Drivers - The rise in smartphone usage and improved Internet access are creating significant opportunities for the industry, with 4G and emerging 5G technology enhancing user experiences [3] - Shifting consumer preferences towards convenience and online services are expected to benefit the industry, particularly in food ordering and travel booking [4] - Technological advancements, such as smart routing algorithms and real-time GPS tracking, are improving delivery efficiency and customer experience [5] Challenges - Persistent macroeconomic uncertainties, inflation, and high interest rates pose challenges to the industry [1] - Higher upfront costs associated with market expansion may negatively impact profitability, especially as competition intensifies from major tech companies like Amazon and Alphabet [7] - The potential fallout from tariff wars could indirectly affect revenue growth and margins due to reduced spending from small businesses and startups [6] Market Performance - The Zacks Internet - Delivery Services industry has outperformed the S&P 500 and the broader Computer and Technology sector, rising 23.2% over the past year compared to 11.7% and 11% respectively [11] - The industry currently holds a Zacks Industry Rank of 55, placing it in the top 22% of approximately 250 Zacks industries, indicating solid near-term prospects [9][10] Valuation - The industry is trading at a forward 12-month price-to-sales (P/S) ratio of 1.81X, significantly lower than the S&P 500's 5.23X and the sector's 6.62X [14] Company Highlights - **Vipshop Holdings**: An online discount retailer in China, benefiting from a growing online shopping trend and a focus on high-margin apparel businesses. The Zacks Consensus Estimate for current-year earnings is $2.49 per share [19][21] - **QuinStreet**: A provider of online marketing services, well-positioned to capitalize on the shift to online business models. The Zacks Consensus Estimate for fiscal 2026 earnings is $1.05 per share [24][25] - **GoDaddy**: An Internet domain registrar and web hosting company, experiencing growth in its Applications & Commerce business. The Zacks Consensus Estimate for 2025 earnings is $5.92 per share [28][30] - **Asure Software**: A cloud computing firm focused on human capital management solutions, with a Zacks Consensus Estimate for 2025 earnings of 90 cents per share [33][34]

New Alliance Aims to Scale Grocery Logistics for SMEs With Real-Time Tracking, IoT Integration, and Regional Economic ImpactKUALA LUMPUR, Malaysia, July 01, 2025 (GLOBE NEWSWIRE) -- Treasure Global Inc. (NASDAQ: TGL) (“Treasure Global” or the “Company”), a leading e-commerce platform operator, today announced that its subsidiary, Tien Ming Distribution Sdn Bhd (“Tien Ming Distribution”), has entered into a strategic partnership with Taxieco New World Limited (“Taxieco”), a technology-driven logistics soluti ...

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