Samsara, Inc. IOT released its first-quarter results after Thursday's closing bell. Here's a look at the key figures from the quarter. The Details: Samsara reported quarterly adjusted earnings of 11 cents per share, beating the consensus estimate of six cents. Quarterly revenue came in at $366.9 million, beating the Street estimate of $351.42 million. Read Next: Trump Announces China Trade Talks, Tesla Stock Slumps: What’s Driving Markets Thursday?“We delivered a strong first quarter of the new fiscal year ...

Financial Performance - Q1 FY26 ARR reached $1.54 billion, a 31% year-over-year growth, also 31% when adjusted for constant currency[11] - Q1 FY26 Adjusted Free Cash Flow was $46 million, resulting in a 12% Adjusted Free Cash Flow Margin[11] - The company is guiding for Q2 FY26 total revenue between $371 million and $373 million, representing 24% year-over-year growth[48] - The company is guiding for FY26 total revenue between $1.547 billion and $1.555 billion, representing 24% year-over-year growth[48] Customer Growth - The company has 2,638 customers with ARR over $100,000, a 35% year-over-year increase[11] - 85%+ core customers use multiple products[41] Product and Market - 18% of net new ACV mix came from non-US geographies in Q1, tying for the highest ever[43] - Construction contributed the highest net new ACV mix for the 7th consecutive quarter[43] - Equipment Monitoring saw its 4th consecutive quarter of accelerated year-over-year net new ACV growth[43] Safety and Efficiency - A study showed that 79% of drivers have experienced a near-miss while driving distracted[16] - A study showed that 67% of drivers have experienced drowsiness[16]

Key Takeaways Arm's low-power chip architecture continues to anchor its dominance in mobile computing. Apple, Qualcomm, and Samsung increasingly depend on Arm for AI and IoT development. ARM is optimizing for machine learning and edge computing to support client expansion.Arm Holdings’ (ARM) core strength in power-efficient chip architecture continues to secure its leadership in the mobile computing space, but its relevance is growing far beyond smartphones and tablets. Known for enabling sleek, energy-sa ...

Core Insights - Visionstate Corp. has officially launched MIRA, a new software-as-a-service (SaaS) platform aimed at digitizing inspections in public-facing facilities, available to customers since June 2025 [1][2] - MIRA is designed to enhance operational efficiency and accountability in facility management, serving as an extension of the existing Wanda platform [2][4] - The platform features mobile usability, real-time reporting, customizable checklists, QR code scanning, and secure cloud storage, facilitating compliance tracking and standardization of processes [3][4] Product Features - MIRA allows facility teams to conduct audits, safety checks, and operational inspections with improved accuracy and efficiency [2][4] - The platform is offered on a recurring monthly SaaS model, either standalone or bundled with WandaLITE, catering to clients needing both cleaning compliance and broader inspection capabilities [5] - Initial pilots of MIRA are underway in sectors such as education, healthcare, and municipal government, highlighting its value in compliance-heavy industries [6] Business Impact - The launch of MIRA represents a significant business milestone for Visionstate, introducing a new recurring revenue stream that complements existing offerings without complicating implementation [4][5] - The company has invested in expanding its platform capabilities, including the development of AI-powered features for predictive task scheduling, indicating a commitment to innovation in facility management [7] - MIRA is now available across Canada, with onboarding support and customization options for enterprise clients, enhancing the company's market reach [8]

中国铁塔董事长张志勇 重庆长安汽车董事长兼党委书记朱华荣 凤凰网科技讯 6月5日，亚太地区最具影响力的移动技术展会2025MWC上海将于6月18日至20日在上海 新国际博览中心举办。本届展会将聚焦5G、人工智能与物联网技术的深度融合。 已确认参会并发表主旨演讲嘉宾包括： AI Club Asia执行董事高博 中国移动董事长杨杰 荣耀首席执行官李健 华为副董事长、轮值董事长徐直军 新加坡电信国际数字服务首席执行官叶安娜 中兴通讯首席发展官崔丽 本届展会的核心亮点是全新设立的GSMA创新高地展区，该展区位于N2场馆，集中展示中国科技企业 在技术边界上的突破性创新。峰飞航空科技将展出具备垂直起降能力的"空中出租车"盛世龙eVTOL，小 马智行则通过沉浸式VR技术让观众体验其在北京和广州运营的自动驾驶出租车系统。 人工智能终端设备成为展会重要组成部分。荣耀将展示其最新AI消费终端和智能手机产品，而乐聚机 器人、卓益得机器人、宇树科技和智元机器人等企业将带来智能人形机器人和无人机技术展示。 展会期间还将举办多项专业活动。2025年世界机器人大赛选拔赛首次登陆MWC上海，该赛事每天在场 馆内进行，旨在培育机器人领域的创新 ...

Industry Overview - The Zacks Wireless National industry is facing high capital expenditures for infrastructure upgrades, uncertainty from tariff threats, supply-chain disruptions due to geopolitical tensions, and high customer inventory levels. However, it is expected to benefit from accelerated 5G rollout and increased fiber densification in the long run [1][4]. Current Market Dynamics - T-Mobile US, Verizon Communications, and Gogo are positioned to gain from rising demand for scalable infrastructure to support sustainable networks, driven by the proliferation of the Internet of Things (IoT), wireless traction, and solid broadband momentum [2]. Industry Description - The industry includes firms providing a wide range of communication services such as wireless, wireline, data/broadband, video, managed networking, and cloud-based services to both retail consumers and businesses. It also encompasses edge computing services for optimized application traffic routing [3]. Challenges Facing the Industry - High raw material prices and tariff impositions have disrupted supply chains and inflated equipment costs, impacting profitability. Increased competition from over-the-top service providers and price-sensitive customer retention strategies are expected to intensify challenges [4][6]. Growth Opportunities - The deployment of 4G LTE Advanced technologies and expansion of fiber optic networks are enhancing data speeds and capacity. The use of C-Band spectrum is expected to improve coverage in both rural and urban areas, leading to significant customer experience enhancements as the 5G ecosystem evolves [5]. Financial Performance - The Zacks Wireless National industry has outperformed the S&P 500 and the broader Zacks Computer and Technology sector over the past year, with a growth of 27.3% compared to 10.8% for the S&P 500 and 9.2% for the sector [9]. Valuation Metrics - The industry is currently trading at a trailing 12-month enterprise value-to-EBITDA (EV/EBITDA) of 9.38X, significantly lower than the S&P 500's 16.85X and the sector's 16.58X. Over the past five years, the industry has seen a range from 5.88X to 9.78X [12]. Notable Companies - **Gogo**: Focused on business aviation connectivity, Gogo has restructured its business model post-divestiture of its commercial in-flight connectivity division, improving liquidity and unlocking new opportunities. It has delivered an earnings surprise of 129.5% on average over the last four quarters [14]. - **T-Mobile**: A leading national wireless service provider, T-Mobile has achieved record-low churn rates and significant postpaid customer growth, supported by its Ultra Capacity 5G network. The stock has gained 37.1% over the past year with a long-term earnings growth expectation of 17.2% [17]. - **Verizon**: As a full-service wireless carrier, Verizon is expanding its fiber-optic networks and deploying advanced technologies to enhance data speeds. The stock has gained 5.5% over the past year and maintains a strong operational focus [20].

Industry Overview - The Zacks Computer - Networking industry is facing heightened uncertainty due to global macroeconomic conditions and volatile supply-chain dynamics, with telecom operators reducing or delaying capital expenditures [1][4] - Despite short-term challenges, the industry is expected to benefit from increased focus on cloud computing, network security, big data, and cloud storage, particularly with the rapid adoption of AI technology [1][5] Trends Influencing the Industry - The accelerated deployment of 5G technology is driving demand for robust networking infrastructure, including IoT, Advanced Driver Assistance Systems, AR/VR devices, and 5G smartphones [2][6] - The Wi-Fi 7 upgrade cycle is anticipated to further stimulate demand for innovative networking products, benefiting major players like Cisco, Extreme Networks, and NETGEAR [2][7] - Innovation in networking technologies, including network virtualization and Software-Defined Networking, is opening new business avenues as enterprises seek to manage fixed and wireless devices securely [5] Performance Metrics - The Zacks Computer - Networking industry has outperformed the S&P 500 Composite and the broader Zacks Computer and Technology sector, gaining 35% over the past year compared to the sector's 13% and the S&P 500's 12.7% [11] - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 19.90X, below the S&P 500's 21.82X and the sector's 25.79X [14] Company Highlights - **Cisco Systems, Inc. (CSCO)**: The company is embedding AI across its security and collaboration platforms, with AI infrastructure orders exceeding $600 million in the third quarter of fiscal 2025, ahead of its $1 billion annual target [18][20] - **NETGEAR, Inc. (NTGR)**: The company reported a 15.4% revenue increase in its NETGEAR for Business segment, but overall revenues declined by 1.5% year-over-year, highlighting challenges in certain business units [25][26] - **Extreme Networks (EXTR)**: The company experienced a 35% year-over-year revenue growth, driven by strong demand for its AI-driven cloud networking solutions, and has raised its revenue guidance for fiscal 2025 [30][32]

Market Overview - The global temperature data logger market is projected to grow from USD 529.0 million in 2025 to USD 701.1 million by 2030, representing a compound annual growth rate (CAGR) of 5.8% [1][8]. Key Drivers - The increasing need for precise temperature monitoring in industries such as pharmaceuticals, food & beverage, chemicals, and logistics is driving market growth [3]. - Regulatory requirements from agencies like the FDA, WHO, and EU GDP emphasize the importance of temperature control for sensitive goods, including vaccines, leading to expanded usage of temperature data loggers [3]. Market Segmentation - Standalone temperature data loggers are expected to capture a significant market share due to their portability and cost-effectiveness, essential for environmental monitoring and quality assurance in various industries [4]. - The food & beverage industry is a major adopter of temperature data loggers, driven by regulations like HACCP and FSMA, which necessitate temperature management for perishables [5]. Regional Insights - The US is anticipated to dominate the global temperature data logger market, supported by its advanced industrial framework, strong regulatory compliance, and technological advancements [7]. - The US's role as a hub for pharmaceutical research and production increases the demand for reliable temperature management solutions [7]. Challenges and Opportunities - High initial costs and integration challenges are noted as care points for market participants [2]. - Opportunities exist in emerging technologies and markets, particularly with the increasing adoption of IoT and wireless connectivity [10].

Core Points - WISeKey International Holding Ltd has announced the adjournment of its 2025 Annual General Meeting (AGM) from June 19, 2025, to June 27, 2025, due to logistical reasons [1] - The venue for the AGM will remain the same, located at the offices of Homburger AG in Zurich, Switzerland, with admittance starting at 1:30 p.m. Swiss time [2] - The agenda and related proposals of the Board of Directors for the AGM will remain unchanged despite the date change [2] Company Overview - WISeKey is a global leader in cybersecurity, digital identity, and IoT solutions, operating as a Swiss-based holding company with several operational subsidiaries [3] - The subsidiaries include SEALSQ Corp focusing on semiconductors and post-quantum technology, WISeKey SA specializing in secure authentication for IoT and Blockchain, WISeSat AG for secure satellite communication, WISe.ART Corp for blockchain NFTs, and SEALCOIN AG for decentralized physical internet [3][4] - WISeKey has deployed over 1.6 billion microchips across various IoT sectors, playing a crucial role in securing the Internet of Everything [4]

Core Insights - Sika has made a strategic investment in Giatec Scientific Inc., focusing on digital concrete technology to enhance efficiency and sustainability in the construction industry [1][4] - The partnership aims to leverage AI-powered solutions for optimizing concrete mixes, leading to cost savings and reduced CO₂ emissions [2][3] - Giatec's advanced technologies, including AI and IoT, are designed to revolutionize concrete production and monitoring, contributing to a lower carbon footprint [5] Company Profiles - Giatec is a global leader in smart testing technologies for concrete, utilizing AI and IoT to optimize the concrete lifecycle and reduce environmental impact [5] - Sika is a specialty chemicals company with a strong global presence, generating CHF 11.76 billion in sales in 2024 and focusing on innovative solutions for the construction sector [6]