Microsoft is cutting nearly 9,000 jobs, the latest in a string of recent layoffs.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The cuts will impact under 4% of the tech giant’s workforce, a spokesperson for the t ...

SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- Resmed (NYSE: RMD, ASX: RMD) today announced it plans to release financial and operational results for the fourth quarter of fiscal year 2025 on Thursday, July 31, 2025, after the New York Stock Exchange closes. Following the release, Resmed management will host a webcast to discuss the results. Other forward-looking and material information may also be discussed during the webcast. Earnings webcast details: •Location:https://investor.resmed.com •Date:Thursday, ...

Core Insights - Amazon's entry into healthcare has significantly disrupted the traditional pharmacy landscape, raising concerns for established players like CVS Health [1][3] - CVS Health is rebounding strongly in 2025, becoming one of the top performers in the S&P 500, with a focus on integrated care and leveraging its extensive physical presence [2][10] Group 1: Company Strategies - Amazon is leveraging its logistics capabilities and technology to redefine healthcare delivery, including AI-powered prescription fulfillment and at-home diagnostics [1][5][7] - CVS Health is capitalizing on its vast network of over 9,000 retail pharmacies and integrated services to provide coordinated care and improve patient outcomes [4][6] Group 2: Performance Metrics - CVS Health reported $95 billion in revenue in Q1 2025 and has achieved a year-to-date stock performance of 56%, ranking eighth in the S&P 500 [2][10] - In contrast, Amazon's stock has only risen by 1.8% year-to-date, placing it at number 262 in the S&P 500 rankings [10][9] Group 3: Financial Projections - The Zacks Consensus Estimate for CVS's 2025 earnings per share suggests a 12.7% improvement from 2024, indicating strong growth potential [12] - Amazon's 2025 EPS is projected to improve by 12.5% over the previous fiscal year, reflecting ongoing growth in its healthcare initiatives [14] Group 4: Valuation Comparisons - CVS is trading at a forward price-to-earnings ratio of 10.48X, which is above its five-year median, yet remains attractively valued compared to Amazon's 33.3X [15] - Amazon's current valuation is below its five-year median, suggesting potential for future growth but also indicating higher execution risk in its healthcare ventures [15][16]

《科创板日报》30日讯，上海瑞金医院今日开源RuiPath病理模型中核心的视觉基础模型，并开源配套 的测试数据集，覆盖了肺癌、结直肠癌、甲状腺癌、胃癌、乳腺癌、前列腺癌、胰腺癌等7个常见癌 种，同步启动RuiPath病理大模型全球多中心计划。据悉，瑞金医院RuiPath病理模型基于华为DCS AI解 决方案打造，已覆盖中国每年全癌种发病人数90%的常见癌种，是上海医疗机构首个开源的病理模型。 （记者 黄心怡） 牵手华为 上海医疗机构开源首个病理模型 ...

Key Takeaways DOCS' enterprise tools now drive growth, with AI usage up 5x and 620K+ prescribers engaged. DOCS' Multi-module campaigns and client portals boost revenue visibility and retention to 119%. Shifting to enterprise brings longer sales cycles, but DOCS is retraining teams to support the pivot.Doximity (DOCS) is gradually transforming from a physician-focused social network into a broader healthcare technology platform. This shift is increasingly anchored in enterprise offerings — workflow tools, ...

Key Takeaways DOCS grew FY25 revenues 20% to $570.4M and saw free cash flow jump 56%, but guidance lagged expectations. IRTC raised FY25 revenue outlook to $690-$700M following strong growth and key AI-driven clinical validation. IRTC stock soared 61.4% YTD, outpacing DOCS at 6.9%, fueled by innovation in diagnostics and margin gains.As digital health continues to evolve rapidly, Doximity (DOCS) and iRhythm Technologies (IRTC) stand out as two of the most intriguing players in AI-powered healthcare. Doxim ...

Butterfly Network (BFLY) FY Conference June 05, 2025 09:00 AM ET Speaker0 Alright. Hi, everyone. Good morning. Thanks for joining us on the third and final day of the William Blair Grostock conference here in Chicago. If you don't know me, I'm Andrew Brackman. I'm the equity research analyst here at Blair that covers Butterfly. We're very pleased to have the company's CEO, Joe DeVivo, joining us today. I am required to tell you that for a full list of research disclosures, please visit blair.com. Just anoth ...

Core Insights - Doximity, Inc. reported better-than-expected earnings for Q4, with earnings of 38 cents per share, surpassing the analyst consensus estimate of 27 cents per share [1] - The company achieved quarterly sales of $138.29 million, exceeding the analyst consensus estimate of $133.73 million [1] Financial Performance - Doximity closed fiscal 2025 with record engagement, strong profits, and 20% annual revenue growth [2] - The company guided for fiscal Q1 revenue of $139 million to $140 million, below estimates of $143.34 million [2] - Full-year 2026 revenue is forecasted to be between $619 million to $631 million, compared to estimates of $634.6 million [2] Stock Performance - Following the earnings announcement, Doximity shares fell by 9.8%, trading at $52.72 [3] - Analysts adjusted their price targets for Doximity after the earnings report [3] Analyst Ratings - Needham analyst Scott Berg maintained a Buy rating but lowered the price target from $82 to $67 [8] - Canaccord Genuity analyst Richard Close maintained a Hold rating and reduced the price target from $71 to $50 [8] - Raymond James analyst Brian Peterson maintained an Outperform rating, lowering the price target from $83 to $65 [8] - Truist Securities analyst Jailendra Singh maintained a Hold rating and slashed the price target from $58 to $52 [8]

Hims & Hers Health (HIMS) FY Conference May 15, 2025 10:40 AM ET Speaker0 All right, let's get started. I'm Niels Law, Managing Director here at JPMorgan and very excited to be joined by Yemi Okupe, CFO of Hims and Hers. So Yemi, great to have you here with us for the first time. You've been busy. Two weeks ago, you announced your partnership with Novo Nordisk. Last week, you had strong earnings. You announced a new COO, announced a new CTO, and raised a billion dollar convert. So we're excited to have you ...

CVS Health (CVS) shares have rallied nearly 38% so far this month, driven by the company’s stronger-than-expected first-quarter 2025 results. Despite concerns over the company’s decision to implement widespread store closures due to new Pharmacy Benefit Management (PBM) reform legislation, market sentiment remains positive. Investors are encouraged by the robust performance of CVS Health Care Benefits segment, which benefited from favorable prior-year development and improved Medicare performance. The margi ...