IAC (IAC) Q2 2025 Earnings Call August 05, 2025 08:30 AM ET Speaker0Hello, and welcome to the IAC Second Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. After introductory remarks, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Christopher Halpin, IAC's COO and CFO.Please go ahead.Speaker1Thank you. Good morning, everyone. Christopher Halpin here, and welcome to the IA ...

Fidelity National Information Services (FIS) Q2 2025 Earnings Call August 05, 2025 08:30 AM ET Speaker0Good day, and welcome to the FIS Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speaker presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. Please be advised that today's conference is being recorded.I would now like to hand the conferenc ...

Onity Group (ONIT) Q2 2025 Earnings Call August 05, 2025 08:30 AM ET Speaker0Good day, everyone, and welcome to today's Onabies Group Second Quarter Earnings and Business Update Call. At this time, all participants are in a listen only mode. Later, you will have an opportunity to ask questions during the question and answer session. Please note this call is being recorded, and I will be standing by should you need any assistance. It is now my pleasure to turn today's program over to Vali Hardell.You may beg ...

Zebra Technologies (ZBRA) Q2 2025 Earnings Call August 05, 2025 08:30 AM ET Speaker0Good day, and welcome to the Zebra Second Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Mike Steele, Vice President, Investor Relations. Please go ahead.Speaker1Good morning, and welcome to Zebra's second quarter earnings conference call. This presentation is being simulcast on our we ...

Dan Ives of Wedbush Raising his price Target and Palantir to $200, writing, we believe it in the next few years, volunteer has the potential to be $1,000,000,000,000 cap dollar market cap as the AI revolution takes hold. Dan, I am sure you are listening to what Mandeep was saying about how there is no way for the valuation of Palantir to be more than the combined market caps of Salesforce and Adobe. They can't grow into this quickly enough.What is your counterpoint. And I wonder what Mandeep is going to say ...

Palantir Reports Sales Up 48%, Cites ‘Astonishing’ AI Impact. Hear about today's winners and losers on Wall Street on the Bloomberg Stock Movers report. https://t.co/uecJ5V3fgZ ...

Industry Overview - The semiconductor industry has rebounded significantly, driven by strong sales and increased investment in artificial intelligence (AI) by major companies [1][2] - Robust demand across various sectors has led to a notable increase in chipmakers' revenues, contributing to overall market gains and the tech rally [2] Sales Performance - Global semiconductor sales reached $179.7 billion in Q2 2025, marking a 7.8% increase from Q1 2025 and a 19.6% rise year-over-year from $50.1 billion in June 2024 [4][5] - The semiconductor market is projected to continue growing, with strong performance in the Asia Pacific and Americas regions [5] Revenue Growth - In 2024, global semiconductor revenues were $627.6 billion, a 19.1% increase from $526.8 billion in 2023 [6] - The first quarter of 2025 generated $167.7 billion in revenues, reflecting an 18.8% increase compared to the same period in 2024 [6] Demand Drivers - High demand for data center chips and memory products has been a significant factor in the industry's growth, with expectations of maintaining double-digit growth into 2025 due to ongoing AI investments [7] Investment Opportunities - Recommended semiconductor stocks include RF Industries, Ltd. (RFIL), Monolithic Power Systems, Inc. (MPWR), and Microchip Technology (MCHP), all of which have strong earnings growth and favorable Zacks rankings [3][9] - RFIL is expected to see over 100% earnings growth this year, with a Zacks Rank 1 [10] - MPWR anticipates a 21% earnings growth rate, holding a Zacks Rank 2 [12] - MCHP projects a 5.3% earnings growth rate, also with a Zacks Rank 2 [14]

Recursion Pharmaceuticals (RXRX) Q2 2025 Earnings Call August 05, 2025 08:00 AM ET Speaker0Recursion's q two twenty twenty five earnings call. My name is Chris Gibson, and I'm the cofounder and CEO of Recursion. And I'm excited to share with you today some of the latest updates on our company as we drive forward to decode biology. We've been talking for the last nine months since the business combination with Accenture about the Recursion OS two point o, and I wanna start there today and tell you a little b ...

Lemonade (LMND) Q2 2025 Earnings Call August 05, 2025 08:00 AM ET Speaker0morning, and welcome to Lemonade's Second Quarter twenty twenty five Earnings Call. Joining us on our call today, we have Daniel Schreiber, CEO and Co Founder Shai Winninger, President and Co Founder Tim Bixby, Chief Financial Officer and Nick Stead, SVP Finance. A letter to shareholders covering the company's second quarter twenty twenty five financial results is available on our Investor Relations website at lemonade.com/investor. I ...

SOPHiA GENETICS (SOPH) Q2 2025 Earnings Call August 05, 2025 08:00 AM ET Speaker0you,Speaker1and good morning, everyone.Speaker0Good morning. My name is Dani, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Sophia Genetics Second Quarter twenty twenty five Earnings Conference Call. Please note that all lines are in listen only mode. Following the presentation, we will conduct a question and answer session.This call is being recorded on Tuesday, 08/05/2025. I ...