Industry Overview - The healthcare landscape is evolving due to technological advances, policy shifts, and rising patient expectations, marking a pivotal moment for innovation and transformation in the industry [1] - Key trends include precision medicine, AI integration, and enhanced cybersecurity, emphasizing personalized care, operational efficiency, and system-wide resilience [1] Company Performance Tempus AI (TEM) - Tempus reported its first positive adjusted EBITDA of $1.5 million in Q3 2025, driven by strong top-line performance and disciplined operational execution [4][9] - The Genomics business saw a 33% year-over-year volume increase, with Oncology testing growing by 27% and Hereditary testing by 37% [5] - Data Licensing (Insights) business grew by 38% during the quarter, securing $150 million in new total contract value [6] - Cost discipline and efficiency efforts contributed to margin expansion, with adjusted EBITDA potentially reaching $4 million without acquisition-related expenses [7] Butterfly Network (BFLY) - Butterfly Network achieved year-over-year revenue growth while reducing cash burn, with U.S. revenues slightly increasing to $16.1 million [10] - International revenues rose by 4% year-over-year to $5.4 million, driven by higher pricing following the iQ3 launch [11] - The company reported a normalized cash burn of $3.9 million, reflecting improved operational efficiency while still investing in long-term growth areas [12] - Despite a negative adjusted EBITDA loss of $8.1 million and a gross margin of -17.5%, operational improvements were noted [13] Valuation Metrics - Tempus is trading at a forward price-to-sales (P/S) ratio of 8.18, while Butterfly Network's forward sales multiple is 6.45, indicating a discount to Tempus [14] - For 2025, the projected loss per share for Tempus is 65 cents, an improvement from the previous year's loss of $1.58 [15] - Butterfly Network's projected loss per share is 15 cents, compared to a prior-year loss of 34 cents, with stable estimates over the past 30 days [16] Investment Outlook - Tempus is viewed as the stronger investment choice due to its positive adjusted EBITDA and balanced growth across business segments [18] - Butterfly Network, while still not profitable, shows resilience and operational efficiency, making it a potential value play for investors willing to accept higher risk [19]

AUSTIN, Texas, Nov. 20, 2025 (GLOBE NEWSWIRE) -- SoftServe, a premier IT consulting and digital services provider, today announced the formation of a dedicated, partner-specific Business Unit (BU) for Amazon Web Services (AWS). Building upon its Strategic Collaboration Agreement (SCA), SoftServe’s dedicated AWS BU is designed to help enterprises overcome one of the biggest challenges in cloud adoption: moving beyond migration to achieve complete infrastructure and application modernization. Many organizatio ...

Core Insights - Microsoft Office 2024 is highlighted as an advanced and user-friendly productivity suite, designed for various users including students, professionals, and freelancers [1][2] Group 1: Key Features of Microsoft Office 2024 - Enhanced performance with faster operation and reduced lag time when opening large files [4] - AI-powered features such as smart suggestions and real-time grammar correction to improve efficiency [4] - A modern, minimalist interface that enhances user focus on content [4] - Improved collaboration capabilities allowing real-time document sharing and editing [4] - Stronger security measures including built-in ransomware detection and cloud backup [4] Group 2: System Requirements - Operating systems supported include Windows 10, Windows 11, and macOS Monterey or later [3][15] - Minimum processor requirement is 1.6 GHz dual-core [15] - RAM requirements are 4 GB for 64-bit and 2 GB for 32-bit [15] - At least 10 GB of available disk space is necessary [15] - Display resolution must be 1280 x 768 or higher [15] - An internet connection is required for activation and updates [15] Group 3: Download Process - Users should start by visiting the official Microsoft website or authorized partners to ensure safe downloads [7] - Selecting the correct version based on needs and budget is crucial [8] - Users must enter a valid product key or purchase one during the download process [9] - Signing in to a Microsoft account is necessary for synchronization and easier future installations [10] - The download process involves clicking the "Download" button and running the installation file [11][12] - Activation of Microsoft Office 2024 is completed by entering the product key after installation [13] Group 4: Benefits of Genuine License - A genuine license ensures access to all premium tools without limitations [21][24] - Regular performance and security updates are provided directly from Microsoft [24] - Advanced encryption and cloud backup enhance data safety [24] - Official Microsoft support is available for troubleshooting and reactivation [24]

Financial Data and Key Metrics Changes - The company reported record revenue of $24 million in Q3 2025, an increase from $23 million in Q2 2025, marking seven consecutive quarters of revenue growth from Q1 2024 to Q3 2025 [4][10] - Gross profit for Q3 2025 increased by 8% to $8 million compared to $7 million in Q2 2025, with gross margin rising to 32% from 30% in the previous quarter [12][14] - Net loss per share decreased by 1 cent to 7 cents in Q3 from 8 cents in Q2, while adjusted EBITDA loss per share remained stable at 2 cents [14] Business Line Data and Key Metrics Changes - The company anticipates deploying over 50,000 products into homes and units by the end of Q4 2025, with a focus on expanding into the hotel segment and smart city projects [5][6] - A significant collaboration with a $3 billion mixed-use urban smart home city project in Miami is expected to involve supplying over 500,000 units of advanced smart home technologies [5] Market Data and Key Metrics Changes - The company has signed an agreement with Global Venture Group to deploy smart home technologies in Middle Eastern projects, including Saudi Arabia and Egypt, indicating a strategic expansion into international markets [4][5] - The company is also working on projects in Austin, Texas, and has established relationships with prominent developers, enhancing its market presence [5][15] Company Strategy and Development Direction - The company is focused on leveraging its technology to create recurring revenue opportunities through upgrades, AI services, and subscriptions, emphasizing the importance of data in its business model [6][10] - The upcoming launch of AI-driven software for its e-commerce platform is expected to increase conversion rates and sales by 30%, showcasing the company's commitment to integrating advanced technology into its operations [7][33] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future growth, particularly in the B2B segment, which is expected to see significant growth starting in 2026 [42] - The company is making progress with safety code standardization and anticipates that its products will play a crucial role in enhancing safety in homes and buildings [17][53] Other Important Information - The company raised $5 million in additional capital from leading shareholders, reflecting confidence in its strategy and development [8][10] - The company is working on a patented advanced turbo heater fan and a variety of plug-and-play ceiling fans, which are expected to contribute to achieving cash-positive status [26] Q&A Session Summary Question: Can you provide insight into the near-term revenue outlook and product deployment? - The company expects to deploy over 50,000 products by the end of Q4, with a mix of higher-ticket items like ceiling fans and heater fans contributing to revenue growth [28][30] Question: What specifics can you share about the software upgrade and its impact on revenue? - The software upgrade is expected to be completed by Q1 or Q2 of 2026, aiming to enhance conversion rates through AI methods [33][34] Question: How does the company view the revenue mix between consumer sales and builder partnerships? - Currently, revenues are mainly from retail, but significant growth is anticipated in the B2B segment starting in 2026 [42] Question: What is the status of the various projects mentioned, including the Marriott Hotel and Miami Smart City? - The Marriott demo has opened doors for more business, while the Miami project is still in the permitting phase, with significant supply expected to start in 2026 [36][56] Question: Can you elaborate on the Middle East opportunity and its potential? - The Middle East is seen as a fast adopter of advanced technologies, with significant growth potential in commercial and residential developments [60]

Financial Data and Key Metrics Changes - The company reported Q3 2025 revenue of $158.2 million, exceeding the high end of guidance and marking a record high [6][16] - Gross margin improved to 62.8%, up 380 basis points sequentially, and operating income reached a record $11.6 million, significantly above guidance [6][19] - Free cash flow for the quarter was $18 million, demonstrating strong financial performance [6][21] Business Line Data and Key Metrics Changes - Network services revenue grew 11% year over year to $118.8 million, with healthy traffic levels contributing to this growth [16][17] - Security revenue increased 30% year over year to $34 million, representing 21% of total revenue, driven by an expanded security portfolio [17][19] - Other products revenue surged 51% year over year to $5.4 million, primarily from compute products [17] Market Data and Key Metrics Changes - The top 10 customers accounted for 32% of revenue, with revenue from customers outside the top 10 growing 17% year over year [17] - The trailing 12-month net retention rate improved to 106%, up from 104% in the prior quarter [17][18] Company Strategy and Development Direction - The company is focused on accelerating growth and innovation while maintaining operational discipline, raising full-year guidance for revenue and profitability [5][12] - Strategic initiatives include expanding the security portfolio and enhancing the customer experience through AI integration [8][11] - The company aims to increase international expansion, particularly in the APJ region, to capture more market opportunities [11][35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute its strategy and raised financial targets for the upcoming quarters [12][24] - The company anticipates continued revenue growth driven by successful cross-sell and upsell motions, with Q4 revenue guidance set at $159-$163 million [22][24] Other Important Information - The company discovered an error in the historical calculation of RPO, which has been recapped in the investor supplement, but this change will not impact customer growth focus [18] - The company is implementing a rigorous budgeting process to enhance financial discipline and ROI on spending [15] Q&A Session Summary Question: Concerns about delivery business expansion - Management noted that network services delivered 11% year-over-year growth, indicating ongoing strength in that segment [26] Question: One-time items in the quarter - Management clarified that the strong performance was due to a combination of successful cross-sell efforts and strong bookings linearity [29] Question: Strength in security portfolio - Management highlighted broad-based demand for new security offerings, including AI bot management and DDoS capabilities [30] Question: International expansion returns - Management emphasized that the international strategy focuses on sales coverage and is seeing early positive results, particularly in the APJ region [34][35] Question: Stability of security revenue - Management confirmed that the $34 million in security revenue is expected to continue, with no one-time revenue recognition impacting future quarters [37] Question: Net retention rate outlook - Management expressed optimism about improving the net retention rate in Q4, indicating potential for further growth [46]

Core Insights - VisionWave Holdings, Inc. has appointed Admiral (Ret.) Eli Marum and Ambassador (Ret.) Ned L. Siegel to its Advisory Board, enhancing its strategic capabilities in defense, diplomacy, and technology innovation [1][2] Company Overview - VisionWave Holdings, Inc. specializes in developing and commercializing next-generation defense technologies that integrate AI-based sensing, radar, and autonomous systems for various applications including air, land, and maritime [11] - The company's mission focuses on enhancing situational awareness, safety, and decision-making for government, defense, and commercial customers globally [11] Leadership Appointments - Admiral Eli Marum is recognized for his extensive experience in defense leadership, having held multiple senior command positions in the Israeli Navy and leading significant modernization efforts post-2006 Lebanon War [3][4] - Ambassador Ned L. Siegel brings over 40 years of experience in diplomacy and business, having served as U.S. Ambassador to the Bahamas and held various roles in international policy and business advisory [6][7] Strategic Implications - The appointments of Marum and Siegel are expected to position VisionWave as a key player in bridging technology and national security innovation among allied nations [2][10] - The leadership emphasizes the importance of integrating advanced technology with defense strategies, reflecting a commitment to innovation and international collaboration [9][10]

Market Overview - Markets finished positively despite a volatile week, with a strong rally on Monday followed by renewed trade tensions midweek due to China's new export policy on rare earth stocks, reigniting trade war concerns [3][5] - The upcoming week will focus on corporate earnings and guidance from major companies, with a slightly positive tone in pre-market trading aided by easing trade concerns ahead of a meeting between U.S. Treasury Secretary and China's Vice Premier [6] Earnings Focus - Regional banks reported mixed earnings; while Huntington Bancshares and Fifth Third Bancorp showed solid results, other banks indicated rising loan losses, which could signal broader market weaknesses [4][5] - Netflix's earnings are highly anticipated, with expected year-over-year revenue growth exceeding 15%, particularly in the advertising segment, and attention will be on AI integration discussions during the conference call [7] - Other major companies like Coca-Cola and IBM will also be in focus as their earnings reports are released [8] Economic Indicators - The Bureau of Labor Statistics is set to release September's Consumer Price Index (CPI) on Friday, which is expected to be a key macroeconomic driver for market sentiment heading into the weekend [8]

Technology & Innovation - Near Protocol is revolutionizing blockchain with AI integration [1] - Near offers lightning fast transactions, unparalleled scalability, and Fort Knox level security [1] - Near is solving real world problems from supply chain to decentralized finance [1] - Near attracts developers with its user-friendly multi-language platform [1] Market Position & Growth - Near's explosive growth is turning heads across the crypto universe [1] - Industry suggests to not miss the next big thing in blockchain [1]

Core Insights - InterDigital, Inc. (IDCC) shares have increased by 143.6% over the past year due to strong market demand, a flexible business model, and solid cash flow [1][7] - Earnings estimates for the current fiscal year have risen by 167.9%, while estimates for the next fiscal year have increased by 65.3%, indicating strong growth potential [1][7] - The company is currently rated Zacks Rank 1 (Strong Buy), suggesting it is a solid investment option [1] Growth Drivers - InterDigital's global presence, diversified product portfolio, and market penetration capabilities are key growth drivers [3] - The company has a strong portfolio of wireless technology solutions and is expanding its offerings to include sensor, user interface, and video technologies, which are expected to add significant value [3] - Licensing agreements with major companies like Huawei, Samsung, LG, and Apple enhance its market capabilities [4] Strategic Focus - InterDigital aims to be a leading designer and developer of technology solutions for the mobile industry and IoT by leveraging its R&D capabilities and industry experience [5] - The company plans to increase its licensing revenue by adding more licensees and expanding into adjacent technology areas [5] 6G Research Initiatives - InterDigital is investing in 6G research, collaborating with academic institutions globally to advance MIMO systems and other technologies [8][9] - The focus on Massive MIMO technology is expected to significantly enhance data rates and spectrum efficiency for future networks [8] Financial Outlook - For 2025, InterDigital expects revenues between $790 million and $850 million, an increase from previous estimates of $660 million to $760 million [10] - Adjusted EBITDA is forecasted to be between $551 million and $569 million, up from earlier estimates of $400 million to $495 million [10] - Non-GAAP earnings are projected to be between $14.17 and $14.77, an increase from the previous range of $9.69 to $12.92 [10] Long-term Growth Expectations - The company has a long-term earnings growth expectation of 15% and has delivered an average earnings surprise of 54.3% over the last four quarters [11]

Group 1 - Bitmine Technologies has surpassed 2.4 million Ethereum (ETH) in strategic reserves, representing over 2% of ETH's total supply [1][2] - The company's total Ethereum holdings now amount to 2,416,000 coins, with combined crypto and cash reserves reaching $11.4 billion [2] - Bitmine has emerged as the largest corporate holder of ETH, emphasizing Ethereum's long-term potential in blockchain adoption and financial transformation [3] Group 2 - On September 22, ETH experienced a significant price drop of 6.28%, falling below $4,200, and is down over 15% from its all-time high [1][4] - Bitmine announced a securities purchase agreement to sell 5.2 million shares at $70 per share, which is a 14% premium over the previous closing price [5] - The stock offering is expected to raise approximately $365 million, with potential total proceeds reaching $1.28 billion if all warrants are exercised [6]