Core Insights - École Nationale des Ponts et Chaussées (ENPC) and VINCI Group have established a strategic partnership focused on environmental transition and digital transformation [2][4] - The partnership aims to enhance skills and drive innovation in sustainable mobility, energy transition, and urban development [2][3] Group 1: Partnership Objectives - The collaboration seeks to strengthen synergies between ENPC's faculty and VINCI's R&D teams to fast-track operational solutions and scale-up initiatives [3][5] - It encourages student entrepreneurship and collaborative innovation while modernizing existing trades and inventing future professions [3][4] Group 2: Focus Areas - The partnership is organized around five main focus areas, including enhancing engineering curricula, reinforcing scientific collaboration, and promoting entrepreneurship [4][6] - It aims to address climate-related and industrial issues through research in low-carbon construction, smart infrastructure, urban resilience, and AI applications [6] Group 3: Professional Integration and Public Engagement - The partnership opens career opportunities for young graduates at VINCI, providing guidance and mentorship, particularly for young women [6] - Plans include hosting conferences to foster dialogue between researchers, policymakers, and business players on significant issues in construction and infrastructure [6] Group 4: Institutional Background - ENPC is a leading French engineering school established in 1747, focusing on training future executives and researchers for sustainable societal challenges [7] - VINCI is a global leader in concessions, energy solutions, and construction, employing 285,000 people across more than 120 countries [8]

Group 1 - The report titled "Enterprise Tech Ecosystem Series - Aegon - 2025" provides insights into Aegon's technology activities, including digital transformation strategies and innovation programs [1][3] - Aegon offers a wide range of financial products including pension plans, life insurance, asset management services, and various types of insurance [2][3] - The report covers Aegon's technology initiatives, partnerships, product launches, and estimated ICT budgets [6][3] Group 2 - Insights into Aegon's digital transformation strategies and innovation programs are highlighted [6] - The report details technology initiatives, including objectives and benefits of each initiative [6] - Key partnerships and collaborations with companies like Microsoft, Clearwater Analytics, and others are mentioned [6]

Core Insights - A significant shortage of skilled technology talent is impeding companies' ability to achieve strategic goals and modernize operations, with 74% of technology leaders planning to hire for growth but 87% facing challenges in finding qualified candidates [1][3] Group 1: Priorities and Challenges - The top priorities for technology leaders in 2025 include addressing technical debt, modernizing IT operations, and driving innovation, necessitating a strategic hiring and development plan [2][3] - Technical debt is identified as a major barrier by 55% of tech leaders, highlighting the need for specialized skills in areas like AI, cloud architecture, and cybersecurity [3] - 76% of tech leaders report skills gaps within their teams, particularly in digital transformation and enterprise resource planning (ERP), with 75% expecting demand for such skills to grow in 2025 [3][4] Group 2: ERP and Digital Transformation - 92% of tech leaders face challenges in hiring for ERP-related roles, with evolving ERP platforms requiring professionals skilled in dynamic, cloud-based solutions [3][4] - The integration of intelligent and real-time ERP systems is essential for modern IT infrastructure, yet finding qualified professionals remains a significant challenge [3] Group 3: Key Areas of Focus - Key focus areas for technology leaders include cybersecurity, AI and machine learning, technology modernization, and cloud initiatives, which are critical for improving productivity and supporting agile operations [4][5]

Core Insights - G-III Apparel Group is successfully transforming its business by prioritizing owned brands, which now contribute over 50% of total net sales, significantly reducing reliance on licensed brands [2][3] - The company is experiencing strong growth from key brands like DKNY and Karl Lagerfeld, with expectations for continued double-digit growth in fiscal 2026 [7] - Strategic investments in digital infrastructure and international expansion are key components of G-III's growth strategy, aiming for a $1 billion annual sales target [8][11] Business Transformation - G-III has shifted focus to owned brands, which now account for more than 50% of total net sales, up from less than 50% two years ago [2] - The reduction in dependence on licensed brands like Calvin Klein and Tommy Hilfiger has strengthened profitability and pricing power [2] - Key brands such as DKNY, Donna Karan, and Karl Lagerfeld posted over 20% growth in fiscal 2025, contributing to solid revenue gains [3][7] Financial Performance - Fourth-quarter revenues increased by 9.8% year over year to $839.5 million, driven by the relaunch of Donna Karan and expansion to over 1,500 points of sale [6] - Licensing royalty income rose 10% year over year, exceeding $80 million, validating the focus on owned brands [3] - G-III's North America retail turnaround improved profitability, reducing losses by half and adding over $15 million in gains during fiscal 2025 [9] Digital and Omnichannel Strategy - G-III has made strategic investments in digital infrastructure, enhancing omnichannel capabilities and partnerships with platforms like Amazon and Zalando [8] - Sales from owned-brand digital platforms increased by over 20% in fiscal 2025, reflecting strong consumer adoption [8] - AI-driven technologies are being leveraged to streamline operations and optimize digital merchandising, contributing to margin expansion [9] International Expansion - Currently, only 20% of G-III's net sales are generated outside North America, indicating significant growth potential [11] - A 20% investment in All We Wear Group (AWWG) will accelerate global brand penetration, particularly for DKNY, Donna Karan, and Karl Lagerfeld [11] - Expansion efforts in Latin America and Western Europe are expected to drive robust international growth [12] Strategic Partnerships - G-III has entered a seven-year exclusive licensing agreement with ALDO for G.H.BASS footwear and accessories, set to launch in Spring/Summer 2026 [13] - This partnership aims to merge G.H.BASS's craftsmanship with ALDO's global sourcing and omnichannel expertise [13] Valuation and Market Position - G-III is currently trading at a low price-to-earnings (P/E) multiple of 6.13, below the industry average of 10.45 and the sector average of 17.64, indicating it may be undervalued [14] - Despite a 20.1% decline in shares over the past three months, G-III has outperformed the industry's decline of 30% [15]

Core Viewpoint - Atos Group has appointed Marie de Scorbiac as the new Head of Investor Relations and CSR, aiming to enhance financial reporting strategy and stakeholder relations while promoting a secure and decarbonized digital world [2][5]. Group 1: Appointment Details - Marie de Scorbiac's role will involve defining and implementing Atos Group's financial reporting strategy and developing relationships with shareholders, investors, and financial analysts [2]. - She will also oversee Atos's CSR strategy, focusing on creating sustainable value for all stakeholders [2]. Group 2: Professional Background - Prior to joining Atos, Marie de Scorbiac served as vice president of investor relations, public affairs, sustainability, and group financial planning and analysis at Adevinta [3]. - She has extensive experience in investor relations and financial communication, having worked with listed companies such as Areva and Elior Group from 2011 to 2019 [3]. Group 3: Educational Background - Marie de Scorbiac holds a master's degree in economic and social information from the University of Paris Dauphine [4]. - She began her career as a financial analyst at Thomson and Deutsche Bank [4]. Group 4: Company Overview - Atos is a global leader in digital transformation with approximately 74,000 employees and annual revenue of around €10 billion [6]. - The company is recognized as the European leader in cybersecurity, cloud, and high-performance computing, providing tailored end-to-end solutions across 68 countries [6]. - Atos is committed to decarbonization services and products, aiming for a secure and decarbonized digital environment for its clients [6].

Investment Rating - The report indicates a stable investment outlook for IT budgets, with the US expected to grow by 2.7% and Europe by 2.3% over the next twelve months, despite some downward revisions due to tariff impacts [2][29]. Core Insights - Data modernization and Generative AI (GenAI) have surpassed cybersecurity as the top investment priority for CIOs, reflecting a shift in focus towards analytics and digital transformation projects [3][36]. - The overall macroeconomic sentiment has worsened slightly, with 49% of US respondents expecting a decline in macro conditions, which may impact business services budgeting [10][40]. - CIOs have revised their IT budgets down by an average of 3% due to tariff impacts, with 42% expecting no impact from tariffs on their budgets [24][46]. Sector Summaries Software - Data analytics/GenAI is now the top investment priority, followed by digital transformation projects and customer-facing applications [36][8]. - Spending on public cloud infrastructure is expected to grow by 6.6% over the next twelve months, indicating strong demand driven by GenAI workloads [24][62]. Cybersecurity - Cybersecurity has dropped to the second investment priority, with a projected growth rate of approximately 5.3%, which is still higher than the overall IT budget growth [3][10]. - The emphasis on data analytics/GenAI is expected to benefit cybersecurity vendors that can secure GenAI deployments [11][19]. Communication Services and Infrastructure - Despite tariff uncertainties, the US budget for communication services remains resilient at 2.7%, with opportunities for digital transformation and GenAI adoption [10][23]. - Network infrastructure is expected to be negatively impacted by tariffs, ranking second among categories affected [10][49]. Hardware - Spending on PC storage and networking infrastructure is trending positively, while server spending is declining [27][28]. - A mixed recovery in IT hardware spending is noted, with 53% of respondents not expecting GenAI to impact their hardware budgets [28][91]. European Technology - European CIOs have shown increased caution, with a 3% negative impact on IT budgets due to tariffs, although growth expectations remain stable [24][33]. - Financial software and ERP applications are gaining prioritization, indicating resilience for companies like SAP [24][10]. GenAI Trends - Microsoft is the preferred vendor for GenAI investments, followed by Amazon, OpenAI, and Google, with a notable shift in budget allocation towards these technologies [4][67]. - 54% of CIOs expect GenAI investments to lead to a reduction in overall headcount within the next 1-2 years [26][75].

Choice Hotels geht mit einer kühnen digitalen Transformationsstrategie voran, die darauf abzielt,das Gästeerlebnis zu verbessern, Franchisenehmer zu unterstützen und Abläufe zu rationalisieren  AMSTERDAM, 25. April 2025 /PRNewswire/ -- Choice Hotels International führt Mews als Option für ein Property Management System (PMS) für internationale Franchisenehmer ein. Die Plattform ist so gestaltet, dass sie mit den firmeneigenen Tools und Systemen von Choice Hotels verbunden werden kann. Sie nutzt das PMS von ...

Choice Hotels continues to lead the way with a bold digital transformation strategy designed to enhance guest experiences, empower franchisees and streamline operations AMSTERDAM, April 24, 2025 /PRNewswire/ -- Choice Hotels International is introducing Mews as a property management system (PMS) option for international franchisees. The platform is designed to connect with Choice Hotels' proprietary tools and systems using Mews' PMS for enterprise-scale hospitality brands and offers robust integrations, int ...

HONG KONG, April 24, 2025 (GLOBE NEWSWIRE) -- GPTBots.ai, a leading enterprise AI agent platform provider under Aurora Mobile (NASDAQ:JG), is showcasing its cutting-edge AI solutions at the inaugural GITEX Asia 2025 in Singapore (April 23-25). As Asia's premier technology and innovation event and the Asian debut of GITEX GLOBAL, the summit themed "AI Everything Singapore," attracts senior executives seeking innovative technologies. GPTBots stands out by offering tailored AI applications that empower enterpr ...

Financial Data and Key Metrics Changes - Subscription revenue for Q1 2025 was $3,005 million, growing 20% year over year in constant currency, slightly above the high end of guidance [36] - Current Remaining Performance Obligations (RPO) was $10,310 million, representing 22% year over year constant currency growth, a 150 basis point beat versus guidance [36] - Operating margin was 31%, approximately 100 basis points above guidance, while free cash flow margin was 48%, significantly above the rule of 50 for the quarter [8][43] Business Line Data and Key Metrics Changes - The number of deals greater than $1 million in net new Annual Contract Value (ACV) was 72, up from 63 a year ago, with nine deals over $5 million [8][39] - Technology workflows had 36 deals over $1 million, including two over $5 million, indicating strong performance across the ServiceNow solutions portfolio [9] - The number of customers generating over $5 million in ACV increased to 508, up from 425 a year ago, highlighting the momentum in large enterprise deals [38] Market Data and Key Metrics Changes - The public sector grew over 30% year over year, with significant contributions from US federal agencies, including 11 federal deals over $1 million [17][85] - Manufacturing delivered standout performance, growing net new ACV over 100% year over year, while healthcare and life sciences grew over 70% year over year [36] - CRM and industry workflows continued to show strong momentum, contributing to 16 of the top 20 deals with nine deals over $1 million [10] Company Strategy and Development Direction - The company is focused on driving business transformation through its AI platform, with a strong pipeline and positive demand signals [12][13] - ServiceNow aims to expand its addressable market by integrating AI across various workflows, enhancing its position as the operating system for enterprises [20][21] - The intent to acquire Moveworks and Logic AI is part of a strategy to enhance employee self-service and CRM capabilities, respectively, driving further growth [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic uncertainties, emphasizing strong demand and a healthy pipeline [55][86] - The guidance for 2025 was raised, reflecting a positive outlook despite potential risks from geopolitical factors [46] - The company remains focused on operational efficiency and enhancing digital governance for federal customers, which is expected to drive growth [46][87] Other Important Information - The company ended the quarter with $10,900 million in cash and investments, and repurchased approximately 316,000 shares as part of its share repurchase program [44] - The number of pro plus deals quadrupled year over year, indicating strong customer adoption of AI-driven solutions [40] Q&A Session Summary Question: Insights on federal customer opportunities and decision-making delays - Management noted that demand remains strong among federal and enterprise customers, with a focus on future growth and cost efficiency despite geopolitical uncertainties [54] Question: Impact of Moveworks acquisition on ServiceNow's capabilities - The acquisition is expected to enhance AI expertise and provide a unified user experience, allowing for broader customer engagement and solution delivery [62] Question: Aspirations in the front office market and CRM strategy - Management expressed ambitions to lead in the CRM space, emphasizing the integration of sales and service operations to improve efficiency and time to revenue [75][76] Question: Clarification on public sector growth and guidance context - The 30% growth in the public sector was in net new ACV, and management acknowledged the uncertain environment while maintaining a positive long-term outlook [85][87] Question: Trends in Pro Plus adoption and growth initiatives - Pro Plus adoption is expected to continue growing, supported by strong customer interest in AI solutions, alongside other key growth initiatives [108][110] Question: AI driving operational efficiencies and margin expansion - Management highlighted that AI is driving significant operational efficiencies, contributing to confidence in maintaining and expanding margins [120]