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Etsy(ETSY) - 2025 Q2 - Earnings Call Presentation
2025-07-30 12:30
Financial Performance - Consolidated GMS was $2.8 billion, a decrease of 4.8% year-over-year, or 5.8% on a currency-neutral basis[7] - Consolidated revenue reached $673 million, representing a 3.8% year-over-year increase[7] - Adjusted EBITDA amounted to $169 million, resulting in a 25.1% adjusted EBITDA margin[7] - Excluding Reverb, Q2 2025 Consolidated GMS was $2.7 billion, down 2.6% Y/Y on the same basis[7] Marketplace Dynamics - Etsy marketplace GMS decreased by 5.4% year-over-year, or 6.3% on a currency-neutral basis, totaling $2.4 billion[11] - Depop marketplace GMS increased by 35.3% year-over-year, or 34.7% on a currency-neutral basis, reaching $250 million[11] - Etsy app GMS grew year-over-year and accounted for approximately 45% of total GMS[12, 59] Buyer & Seller Metrics - Etsy marketplace had 87.3 million active buyers, a decrease of 4.6% year-over-year[55] - New buyers totaled 4.8 million, a decrease of 14.5% year-over-year[82] - GMS per active buyer was $120, a decrease of 2.9% year-over-year[57, 82] Strategic Initiatives & Investments - Approximately 40% of marketing messages are now personalized, an increase from approximately 27% in Q4 2024[16] - Share repurchases during Q2 2025 amounted to approximately $335 million[75] - The company is aiming for near-total personalization of marketing messages by year-end[16]
NetraMark Announces Partnership with Pentara to Detect Anomalous Site and Participant Behavior and Safeguard Clinical Trial Integrity
Globenewswire· 2025-07-30 11:11
Core Viewpoint - NetraMark Holdings Inc. and Pentara Corporation have entered into a partnership to co-brand and launch a novel site intelligence tool aimed at enhancing clinical trial integrity through advanced AI-driven anomaly detection [1][2]. Group 1: Partnership Details - The collaboration will focus on a site intelligence tool that utilizes information-theoretic variability and other metrics to derive a Paradox Risk score for anomaly detection at the participant level [2]. - This tool aims to identify anomalous participants and assess site-level irregularities using only pre-randomization data, addressing potential data integrity issues that could affect study conclusions [2][6]. Group 2: Company Profiles - NetraMark is positioned as a leader in Generative AI and Machine Learning solutions for the pharmaceutical industry, utilizing a novel algorithm to analyze patient data effectively [7]. - Pentara specializes in statistical and data analysis services for the pharmaceutical and biotechnology sectors, focusing on improving drug development outcomes through innovative study design and analysis [9][10]. Group 3: Strategic Implications - The partnership is expected to enable Pentara to proactively mitigate early risks and implement scalable monitoring of clinical trial sites, enhancing confidence in efficacy outcomes [6]. - NetraMark's AI technology will inform sponsors about potential improvements in trial design, extending beyond participant eligibility to earlier stages like pre-trial site selections [5].
SuperX Unveils the All-New SuperX XN9160-B200 AI Server, Powered by NVIDIA Blackwell GPU -- Accelerating AI Innovation by 30x as Compared to H100 Series with Supercomputer-Class Performance
Prnewswire· 2025-07-30 10:30
Core Insights - Super X AI Technology Limited has launched its flagship product, the SuperX XN9160-B200 AI Server, designed to meet the increasing demand for high-performance computing in AI training and machine learning workloads [1][3] Product Features - The XN9160-B200 AI Server is optimized for large-scale distributed AI training and inference, supporting GPU-intensive tasks and applications such as climate modeling and drug discovery [2][4] - It features 8 NVIDIA Blackwell B200 GPUs, fifth-generation NVLink technology, 1440 GB of HBM3E memory, and 6th Gen Intel® Xeon® processors, all within a compact 10U chassis [4][5] - The server achieves up to a 3x speed improvement in AI model training and a throughput of 58 tokens per second per card on the GPT-MoE 1.8T model, representing a performance increase of up to 15x compared to the previous generation [5][6] Reliability and Support - The XN9160-B200 includes a multi-path power redundancy solution to ensure operational reliability, with redundant power supplies to mitigate risks of failures [7] - It is equipped with an intelligent management system for remote monitoring and management, and each server undergoes extensive testing to ensure reliability [8] Market Positioning - The XN9160-B200 is targeted at global enterprises and research institutions with demanding compute needs, including sectors like finance, healthcare, and government [10][12]
BST: An Attractive Play For The Short Term
Seeking Alpha· 2025-07-30 04:28
Group 1 - BlackRock Science and Technology Trust (NYSE: BST) offers a high yield with a fixed monthly dividend and an annual yield of approximately 7.8%, while also providing growth potential from leading global tech companies [1] - Unbiased Alpha is a Swiss Fintech startup that consults institutional investors globally in Quantitative Trading and Systematic Strategies, focusing on software solutions, cloud services, and API-based data science algorithms [1] - The company specializes in statistical arbitrage, systematic strategies, and innovative machine learning algorithms, with a research focus on various asset classes including stocks, ETFs, FX, commodities, and cryptocurrencies [1]
Diagnosing Breast Cancer with A.I. | Meyyammai Meyyappan & Sabari Laxmi | TEDxPOWIIS Youth
TEDx Talks· 2025-07-29 15:54
Breast Cancer Diagnosis & AI Application - Breast cancer is highly curable if detected early, but traditional diagnostics can be lengthy, costly, and subjective [3][4] - The project utilizes machine learning to analyze cell morphology for breast cancer diagnosis, training AI to differentiate between benign and malignant cells [4] - AI studies correlations between data, using 30 different variables to predict tumor malignancy [15][18] - The model uses logistic regression, support vector machine, random forest, and gradient boosting to improve prediction accuracy [19][20] Technical Details & Data - The model is trained using the Wisconsin breast cancer data set, which includes 569 samples across 30 key features and 10 cell attributes [12] - Key cell morphology features include radius, area, texture, and perimeter, which are altered in cancerous cells due to excess DNA activity [9][10][11] - The machine learning model provides specific measurements, such as radius (7.5%) and area (920), to indicate malignancy [9] AI in Medicine & Future Implications - AI can provide a second opinion by analyzing numerical data, potentially catching what might be missed by human pathologists [25][26] - The project aims to assist doctors and pathologists, not replace them, by providing a second pair of eyes trained on vast amounts of data [26] - AI's capabilities and limitations must be understood to fully utilize its potential in medicine and other industries [25]
ScanTech AI Unlocks Potential $100M Market Opportunity Through TIPS Procurement Contract with Creeksource Consulting
Globenewswire· 2025-07-29 13:21
Core Insights - ScanTech AI Systems Inc. has entered into a contract with Creeksource Consulting LLC to offer its advanced security screening technologies through The Interlocal Purchasing System (TIPS) cooperative, enhancing access for public sector agencies nationwide [1][2][3] Group 1: Company Overview - ScanTech AI is a leader in advanced security screening technologies, specializing in non-intrusive 'fixed-gantry' CT screening technologies that utilize proprietary AI and machine learning to detect hazardous materials and contraband [4] - The company's solutions are designed for various high-security environments, including airports, seaports, borders, and government facilities [4] Group 2: Market Opportunity - The TIPS contract collaboration opens access to an estimated $100 million addressable market for ScanTech AI, allowing eligible government entities, educational institutions, municipalities, and nonprofits to purchase its solutions [3] - The partnership aims to streamline procurement processes, reduce administrative burdens, and ensure compliance with public sector procurement standards [2][3] Group 3: Strategic Goals - The CEO of ScanTech AI emphasized that the partnership with Creeksource Consulting is intended to expand market access and facilitate quicker deployment of their solutions across government-operated facilities [3]
Tata Communications Paves Way for Amazon Web Services' Advanced AI-Optimised Network in India
Prnewswire· 2025-07-29 12:30
MUMBAI, India, July 29, 2025 /PRNewswire/ -- Tata Communications, a leading global communications technology player, in collaboration with Amazon Web Services (AWS), an Amazon.com, Inc. company, announced that the companies will enable an advanced AI-ready network in India. The strategic collaboration will establish a high-capacity, resilient long-distance network connecting three major AWS infrastructure locations to bolster generative AI adoption and cloud innovation in India.The collaboration marks one o ...
Celestica Revenue Jumps 21 Percent in Q2
The Motley Fool· 2025-07-28 23:46
Core Insights - Celestica reported Q2 2025 earnings with GAAP revenue of $2.89 billion, surpassing analyst expectations of $2.68 billion, and adjusted EPS (non-GAAP) of $1.39, exceeding the $1.24 estimate, reflecting year-over-year growth of 21% in revenue and 54% in adjusted EPS [1][5][2] Financial Performance - Revenue for Q2 2025 was $2.89 billion, a 21% increase from $2.39 billion in Q2 2024 [2] - Adjusted EPS (non-GAAP) reached $1.39, up from $0.90 in the same quarter last year, marking a 54% increase [2] - Operating margin (GAAP) improved to 9.4%, up from 5.6% year-over-year, while adjusted operating margin (non-GAAP) was 7.4%, compared to 6.3% in Q2 2024 [2] - Free cash flow (non-GAAP) was $119.9 million, an 82.8% increase from $65.6 million in Q2 2024 [2][8] Segment Performance - The Connectivity & Cloud Solutions (CCS) segment generated $2.07 billion in revenue, a 28% increase, with Hardware Platform Solutions (HPS) revenue reaching approximately $1.2 billion, up 82% year-over-year [6] - Advanced Technology Solutions (ATS) reported revenue of $820 million, a 7% increase, with segment margin improving to 5.3% from 4.6% in Q2 2024 [7] Strategic Focus - Celestica is focusing on high-value programs, including data center hardware and next-generation networking equipment, emphasizing technological innovation and strong supply chain management [4][3] - The company is diversifying its customer base to mitigate risks associated with customer concentration, where the top ten customers accounted for 73% of revenue in 2024 [11] Future Outlook - Full-year 2025 guidance was raised to revenue of $11.55 billion and adjusted EPS (non-GAAP) of $5.50, with an expected adjusted operating margin of 7.4% [13] - For Q3 2025, projected revenue ranges from $2.875 to $3.125 billion, with adjusted EPS (non-GAAP) between $1.37 and $1.53 [13]
Quantum puting (QUBT) - Prospectus
2025-07-28 23:13
As filed with the U.S. Securities and Exchange Commission on July 28, 2025 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 QUANTUM COMPUTING INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Dr. Yuping Huang, Interim Chief Executive Officer Quantum Computing Inc. 5 Marin ...
BullFrog AI to Present at BTIG Annual Virtual Biotechnology Conference
Globenewswire· 2025-07-28 20:30
Core Insights - BullFrog AI Holdings, Inc. is participating in BTIG's Annual Virtual Biotechnology Conference, highlighting its focus on AI-driven drug development [1][2] Company Overview - BullFrog AI utilizes artificial intelligence and machine learning to enhance drug discovery and development processes [3] - The company collaborates with leading research institutions and employs its proprietary bfLEAP™ platform to analyze complex biological data, aiming to streamline therapeutic development and reduce clinical trial failure rates [3] Event Participation - CEO Vin Singh will engage in a fireside chat and one-on-one meetings during the conference scheduled for July 29-30, 2025 [1][2] - The fireside presentation is set for July 30, 2025, at 11:20 a.m. ET, with access available through BTIG [2]