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Qualys (QLYS) FY Conference Transcript
2025-06-03 15:20
Qualys (QLYS) FY Conference June 03, 2025 10:20 AM ET Speaker0 Stock conference. Today's session is going to be with Qualys. My name is Jonathan Ho, and I'm the analyst for William Blair and Company. With us today are Sumit Dakar, the CEO, and Jume Kim, the CFO of the company. Before we begin, I'm required to inform you that a complete list of research disclosures is available as well as conflicts of interest at our website at www.williamblair.com. We'll have the company present an overview of the business ...
FTI Consulting Adds Risk & Compliance Expert Mark Gossington in Australia
Globenewswire· 2025-06-02 22:00
SYDNEY, June 02, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced the appointment of Mark Gossington as a Senior Managing Director in the Risk & Investigations practice within the firm’s Forensic and Litigation Consulting segment. Mr. Gossington, who is based in Sydney, brings more than 25 years of experience leading complex risk engagements and remediation programmes that have helped companies strengthen resilience under regulatory scrutiny, recover from misconduct issues and build ...
RH: No Wins Without Risk
Seeking Alpha· 2025-06-02 13:28
RH (NYSE: RH ) stock has been a difficult holding for quite some time, especially for those who bought in 2021. The stock has underperformed significantly compared to the general S&P 500 index since the end ofI am a dedicated financial risk manager and investor specializing in financials, consumer, and technology industries. I have been involved in the investing world for over seven years, making deep analyses and managing different types of portfolios.I believe in deep research, prioritizing business model ...
Know Your Options: Three Secrets Every Trader Should Know
ZACKS· 2025-05-30 20:10
“Progress always involves risk. You can’t steal second base and keep your foot on first.” – Frederick B. WilcoxThe world of option trading is a fast-paced and exciting one. It can also be extremely lucrative provided that traders understand the risks involved. Options contain inherent leverage that make them riskier than owning individual stocks and ETFs, but as traders, it’s our job to identify those risks and put the odds back in our favor.We are in the business of prudent speculation. We must manage risk ...
In The Money
Fidelity Investments· 2025-05-30 18:08
_Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options: https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document. Supporting documentation for any claims, if applicable, will be furnished upon request._ Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...
长期投资组合中黄金和石油的战略理由
Goldman Sachs· 2025-05-30 02:40
28 May 2025 | 7:03AM EDT Commodity Analyst The Strategic Case for Gold and Oil in Long-Run Portfolios Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Lina Thomas +44(20)7051-3062 | lina.thomas@gs.com Goldman Sachs International Samantha Dart +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Ap ...
ZFX山海证券:期货交易中如何通过有效的风险管理减少损失?
Sou Hu Cai Jing· 2025-05-29 13:44
在期货交易中,风险如影随形,了解并有效管理它们是成功交易的关键。期货交易的风险管理策略是投资 者在参与期货市场时,为了保护资本和降低潜在损失而采取的一系列措施。只有重视风险管理策略,才能 够帮助投资者在复杂多变的市场环境中有效规避风险、实现稳定的投资回报。 每个投资者拥有的操作时间是不同的。如果有足够的时间盯盘,并且具有一定的技术分析功底,可以通过 短线操作获得更多的收益机会。如果只是有很少的时间关注盘面,不适宜做短线的操作。则需要慎重寻找 一个比较可靠的并且趋势较长的介入点中长线持有,累计获利较大时再予以出局套现。 三、控制仓位 投资者应根据自身的风险承受能力和资金状况,合理确定期货合约的持仓数量。避免过度持仓,以免市场 波动造成巨大损失。 四、止盈止损 止损点可以在价格达到一定亏损程度时自动平仓,限制损失的进一步扩大。止盈点则能在达到预期盈利目 标时及时获利了结,避免因贪婪而导致利润回吐。 一、选择靠谱的期货交易平台 这是投资者首先需要重视和关注的,只有选择对平台才能切实保证自身的资金安全。投资者在选择期货交 易平台时,不仅要了解其规模、信誉和经营状况,还要了解资金存取是否安全和便利、交易执行是否迅 速, ...
Advanced Micro Devices: Growth Catalyst From Data Center Focus And Current Momentum
Seeking Alpha· 2025-05-28 17:49
Company Overview - Advanced Micro Devices, Inc. (NASDAQ: AMD) operates in the semiconductors industry and has recently expanded into the data center industry [1] - The company's primary segments include Data Center, Client, Gaming, and Embedded [1] - Approximately 34% of revenues are generated from the U.S., with the remainder coming from international markets [1] Analyst Insights - The article reflects the author's personal opinions and analysis regarding AMD's stock performance and market position [2] - The author holds a beneficial long position in AMD shares, indicating a positive outlook on the company's future [2]
Moody’s(MCO) - 2025 FY - Earnings Call Transcript
2025-05-28 16:00
Financial Data and Key Metrics Changes - Over the last five years, Moody's has achieved a top-line growth of 8% CAGR, with EPS also growing at 8%. In the last two years, revenue has grown at 14% and EPS at 21%, indicating strong operating leverage [3][4][7]. Business Line Data and Key Metrics Changes - The analytics business has seen a growth in ARR of 9% to 10% over the last few years, although it has decelerated somewhat in recent quarters [53]. - The KYC segment has experienced high teens ARR growth, driven by recent AI initiatives [59]. Market Data and Key Metrics Changes - Approximately half of Moody's revenues come from outside the United States, with significant investments in domestic markets in regions like Africa and Latin America [12][14]. - The private credit market is currently valued at around $2 trillion, with expectations for growth to $10 trillion or more, presenting substantial opportunities for Moody's [38][39]. Company Strategy and Development Direction - Moody's is focusing on integrating AI into its offerings, enhancing its data and analytics capabilities, and expanding its presence in private credit and KYC solutions [4][60]. - The company aims to maintain its competitive position by leveraging proprietary data and analytics, particularly in the insurance and banking sectors [10][11]. Management's Comments on Operating Environment and Future Outlook - Management noted that while there are headwinds from elevated treasuries and trade policy uncertainty, there are signs of recovery in the issuance markets [22][23]. - The demand for independent credit assessments is expected to increase, especially during credit cycles, reinforcing the need for Moody's services [48]. Other Important Information - Moody's has made significant acquisitions to enhance its capabilities, including investments in companies like Predicate and Cape, which are expected to drive growth in the insurance sector [72][74]. - The company is exploring new revenue models, including consumption-based pricing for certain content sets, to improve operating leverage [76]. Q&A Session Summary Question: What are the long-term margin targets for MA? - Management indicated a medium-term target for MA margins in the mid-30s, with potential for further upside as the business scales and integrates technology [75]. Question: How does AI impact M&A direction? - The company is considering investments in analytics businesses that align with the future of B2B software and AI, balancing current business needs with future opportunities [78][79]. Question: What opportunities does private credit present? - The growth of private credit into retail markets is seen as a significant opportunity for Moody's, as it will likely require more ratings and assessments [81][82].