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Cloudera 通过统一平台加速 AI 与分析项目进程,实现安全、可控且高效的数据管理
Globenewswire· 2025-09-26 11:51
Cloudera 以 REST Catalog 引领 Iceberg 创新,实现零拷贝数据共享与统一元数据智能 Cloudera Lakehouse Optimizer 为 Cloudera 开放数据湖仓内的 Apache Iceberg 列表提供自动化优化与列表维护功能 圣克拉拉,加州, Sept. 26, 2025 (GLOBE NEWSWIRE) -- 作为唯一一家将 AI 应用于任意数据环境的企业,Cloudera 今日宣布对其平台进行更新,重点升级 Cloudera Iceberg REST Catalog 与 Cloudera Lakehouse Optimizer 两项功能,进一步强化了公司致力于提供基于 Iceberg 技术的最佳开放式数据湖仓的承诺。 通过这些更新,Iceberg REST Catalog 提供了实现无缝数据共享所需的开放互操作性,而 Lakehouse Optimizer 将确保所有访问数据的引擎始终获得具成本效益的最优化数据,所有这些都在 Cloudera 的统一治理和安全框架下实现。 这些增强功能已在 Cloudera 顶级 AI 与数据数据行业盛会 EVOLVE25 ...
Cogeco Communications (OTCPK:CGEA.F) FY Conference Transcript
2025-09-09 16:17
Cogeco Communications FY Conference Summary Company Overview - **Company**: Cogeco Communications (OTCPK:CGEA.F) - **Date of Conference**: September 09, 2025 Key Points Restructuring and Organizational Changes - The company has successfully merged its two operating units into one organizational structure, moving from three org charts to one, which is expected to enhance operational efficiency [4][7] - The restructuring is a multi-year project aimed at reducing operational and capital expenditures, with savings ahead of plan for the first year [7] Wireless Market Performance - Cogeco's entry into the wireless market in Canada has exceeded expectations, launching in 13 markets with sales surpassing internal targets [5][6] - The company is pulling back on initial promotional offers due to strong early sales velocity [6] - In the U.S., customer losses have been noted, but there is growing confidence in reversing these trends by applying successful Canadian practices [6][10] Strategic Priorities - Key strategic priorities include scaling wireless services profitably, turning around U.S. subscriber trends, and continuing the three-year transformation plan [10] - The company aims to grow cash flow to $600 million within two years, which will support dividend growth and debt reduction [7][8] Competitive Environment - A more constructive competitive environment has been observed in Canada, with major competitors reducing promotional activities, which is seen as beneficial for average revenue per user (ARPU) [12] - Fixed wireless access (FWA) has posed some challenges, particularly in Quebec, but overall, the impact is manageable [14] Product Strategy - The company maintains an internet-first strategy, with continued offerings in video and voice, despite declines in those segments [16] - The oxio brand, a digital-only internet provider, is performing well and is being used to drive digital transformation within the company [18][19] Regulatory Challenges - Cogeco has been vocal against the TPIA (Telecommunications Policy Act) in Canada, arguing it is detrimental to regional players and creates an unbalanced competitive landscape [27][30] - The company is pursuing legal action to address these regulatory issues and is advocating for a more equitable framework [29][30] U.S. Market Insights - The U.S. market remains competitive, with challenges from fixed wireless players and fiber upgrades from former DSL providers [35] - The company is optimistic about improving customer trends in the U.S. through better execution and the application of successful Canadian strategies [34][38] M&A and Financial Outlook - Currently, there are no major acquisition plans, but small tuck-in acquisitions may be considered in the future [44] - The company aims to maintain steady dividend growth, with a focus on reducing leverage to around 2 turns in the midterm [45] Conclusion - Overall, Cogeco Communications is focused on leveraging its restructuring efforts to enhance operational efficiency, grow its wireless business, and navigate competitive and regulatory challenges while maintaining a strong financial outlook [10][45]