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Q2 2025 Financial Results Expected to Exceed High End of Guidance RangesMINNEAPOLIS, July 15, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced a strategic reinvestment plan to help drive long-term growth, improve operational efficiency and enhance shareholder value. Jamf’s recent comprehensive systems update, spanning both front- and back-office operations, has provided enhanced insights into Jamf’s business and growth opportunities. As a res ...

>> All right. Welcome back. After a couple years of little activity, the IPO markets picked up with several companies seeing strong debuts.Is it a sign of even better things to come in the months ahead. Let's ask Rick Heitzmann. He's the first Smart Capital founder and partner, and he's with us here at post nine.It's good to see you, man. >> Hey, thanks for having me back. >> What is this, like, an awakening.>> Finally the thawing. There was a gradual thaw last time I was here. I said, hey, there's going to ...

28 May 2025 | 7:13PM HKT VNET Group (VNET): First Take: 1Q25 results beat; Accelerated move-in offset softer wholesale MSR; Buy VNET Group reported above-expected 1Q25 results with revenue +18% yoy (1-2% above GSe/Visible Alpha Consensus Data) and adj. EBITDA +26% yoy (8-12% above GSe/consensus). Revenue from the three business segments came in line or slightly above GSe, with 1) wholesale IDC revenue +86% yoy/+1% qoq and accounting for 30% of total revenue, with stronger move-ins at the new campuses delive ...

Core Insights - Meta is increasing the number of employees rated as "Below Expectations" in mid-year performance reviews, aiming for 15-20% of employees in this category for larger teams, up from 12-15% last year [2][6] - The mid-year performance review process is seen as an opportunity for potential exit decisions, with no company-wide terminations planned, unlike earlier this year [4][6] - This change follows a recent layoff of nearly 4,000 employees, about 5% of its workforce, indicating a trend towards more performance-based cuts [6][9] Performance Review Changes - Managers are instructed to classify up to 20% of employees as underperformers, a significant increase from previous years [2][7] - The review process will begin on June 16, with discussions between managers and employees occurring from July to August [5] - The criteria for performance-based cuts include a "Below Expectations" rating or recent formal disciplinary actions [4] Historical Context - The current changes echo a similar adjustment made at the end of 2022, where the share of employees classified as underperformers was roughly doubled [7][8] - Meta's tightening of performance review criteria reflects its strategy to reshape the workforce after years of overhiring [9] Industry Trends - Meta's approach aligns with broader trends in the tech industry, where companies are focusing on performance management and efficiency, as seen with recent layoffs at Microsoft and Google [10]

Investment Rating - The report raises the S&P 500 return and earnings forecasts, indicating a positive outlook for the index with new 3- and 12-month return forecasts of +1% and +11% respectively [2] Core Insights - The report highlights that lower tariff rates, improved economic growth, and reduced recession risks have led to an upward revision of S&P 500 earnings and return forecasts [2][4] - The revised S&P 500 EPS forecasts are $262 in 2025 and $280 in 2026, reflecting a growth of +7% year-over-year for both years [2][4] - The current P/E ratio of 21x is in the 90th percentile since 1990, with a forecasted 12-month P/E valuation of 20.4x, indicating reduced uncertainty and faster earnings growth [2][8] - The report emphasizes the importance of focusing on stocks with high pricing power to maintain margins amid elevated input costs [2][22] Summary by Sections Earnings Forecast - The report revises the S&P 500 EPS growth estimates to +7% for both 2025 and 2026, up from previous estimates of +3% and +6% respectively, due to a better-than-expected economic outlook [4][5] Valuation - The current P/E of 21x is noted to be 5% below the peak of 22x earlier this year, with an updated fair value estimate reflecting lower inflation and renewed confidence in fundamentals [2][8] Positioning - The report indicates that light equity investor positioning suggests potential for continued near-term market upside, with the US Equity Sentiment Indicator registering -1.5 standard deviations [2][14] Pricing Power - The report continues to recommend stocks with high pricing power, as they are expected to outperform in environments of weakening profit margins due to increased tariff rates [22][27] Big Tech and AI Stocks - The report anticipates that AI stocks will regain momentum as tariff-related volatility diminishes, with strong earnings growth profiles expected from AI-exposed equities [3][27]

16 May 2025 | 8:30AM SGT Asian Equity Perspectives Raising estimates following easing US/China tariff tension Timothy Moe, CFA +65-6889-1199 | timothy.moe@gs.com Goldman Sachs (Singapore) Pte Alvin So, CFA +852-2978-1585 | alvin.so@gs.com Goldman Sachs (Asia) L.L.C. Kinger Lau, CFA +852-2978-1224 | kinger.lau@gs.com Goldman Sachs (Asia) L.L.C. Sunil Koul +44(20)7051-4931 | sunil.koul@gs.com Goldman Sachs International John Kwon +65-6654-6337 | jongmin.kwon@gs.com Goldman Sachs (Singapore) Pte Bruce Kirk, CF ...

12 May 2025 | 8:54PM EDT US Equity Views Lower tariffs lead to higher S&P 500 earnings and returns David J. Kostin +1(212)902-6781 | david.kostin@gs.com Goldman Sachs & Co. LLC Ben Snider +1(212)357-1744 | ben.snider@gs.com Goldman Sachs & Co. LLC Ryan Hammond +1(212)902-5625 | ryan.hammond@gs.com Goldman Sachs & Co. LLC Jenny Ma +1(212)357-5775 | jenny.ma@gs.com Goldman Sachs & Co. LLC Daniel Chavez +1(212)357-7657 | daniel.chavez@gs.com Goldman Sachs & Co. LLC Kartik Jayachandran +1(212)855-7744 | kartik. ...

UP Fintech Holding Limited (NASDAQ:TIGR) Q4 2024 Earnings Conference Call March 18, 2025 8:00 AM ET Company Participants Aaron Li - Head, IR Wu Tianhua - Chairman and CEO John Zeng - CFO Conference Call Participants Cindy Wang - China Renaissance Emma Xu - Bank of America Securities Hua Fan - CICC Operator Ladies and gentlemen, thank you for standing by, and welcome to the UP Fintech Holding Limited Fourth Quarter and Full Year 2024 Earnings Conference Call. At this time, all participants are in a listen-on ...