Core Insights - TELUS Corporation reported third-quarter 2025 adjusted earnings per share (EPS) of C$0.24, a decrease from C$0.28 a year ago, with total operating revenues remaining almost flat at C$5,106 million [1][8] - The company experienced total mobile and fixed customer growth of 288,000 during the quarter, with significant contributions from mobile phone and Internet customer additions [2] Financial Performance - TELUS' operating revenues from contracts with customers were C$5,067 million, slightly up from C$5,042 million in the same period last year [1] - TTech revenues decreased 3% year over year to C$3,877 million, with mobile network revenues declining 1% to C$1,755 million due to lower mobile phone ARPU [5][9] - Fixed data service revenues increased 1% to C$1,185 million, driven by an expanding subscriber base, while fixed voice services revenues fell 7% to C$167 million [9][10] - Health services revenues surged 18% year over year to C$516 million, supported by acquisitions and strong digital health solutions [13] Strategic Developments - TELUS finalized a partnership with La Caisse to form Terrion, enhancing national wireless connectivity and accelerating deleveraging efforts [3] - The company acquired full ownership of TELUS Digital, aiming to drive AI-powered transformation and achieve approximately C$150 million in annual cash synergies [4] Cash Flow and Guidance - TELUS generated C$1,493 million of cash from operating activities, with free cash flow increasing 8% to C$611 million [18] - For 2025, TTech operating revenue is expected to be at the lower end of the 2%-4% target range, with adjusted EBITDA growth projected at 3-5% [20][21]

Core Insights - Opendoor Technologies is undergoing significant leadership changes and operational overhauls, with a new CEO and chairman aiming to address persistent cash burn issues through aggressive workforce reductions and cost-cutting measures [1][2] - The stock has seen a dramatic increase of over 460% in 2025, largely driven by retail investor enthusiasm, but remains 75% below its all-time highs and has underperformed the broader market since its IPO in June 2020 [1][2] Leadership Changes - Kaz Nejatian, a former Shopify executive, has been appointed as CEO, while co-founder Keith Rabois returns as chairman, indicating a potential strategic shift [2] - Rabois has announced plans to reduce the workforce by 85%, from 1,400 to 200 employees, as part of a cost-cutting strategy [2] Financial Performance - In Q2 2025, Opendoor reported its first adjusted EBITDA-positive quarter in three years, with an adjusted EBITDA of $23 million compared to a $5 million loss in the same period last year [5] - The company generated revenue of $1.6 billion, with a contribution margin of 4.4%, down from 6.3% the previous year due to an older inventory mix [6] Market Challenges - The company's house-flipping business model faces structural challenges due to elevated interest rates, leading to a significant decline in home acquisition volumes [3] - In Q2, Opendoor acquired 1,757 homes, which is below prior-year levels, and the third-quarter guidance suggests only 1,200 home acquisitions with a negative adjusted EBITDA forecast of $21-28 million [6] Investor Sentiment - The recent rally in Opendoor's stock price appears disconnected from its underlying fundamentals, as indicated by former CEO Carrie Wheeler's decision to sell $35 million worth of shares, reflecting insider skepticism about current valuations [4]

Core Insights - Kaltura announced the recipients of the 2025 Digital Engagement Awards, recognizing companies that are leading AI-powered transformation in their organizations [1][2] - The awards highlight innovative use of Kaltura's Agentic AI video platform, showcasing creativity and impact in enterprise digital experiences [2] Award Recipients - **AI Transformation Trailblazer Award**: Recognizes companies that have made significant strides in AI integration [3] - **Collaboration Champion Award**: Honors organizations that excel in fostering collaboration through innovative practices [3] - **Brand Engagement Innovator Award**: Celebrates brands that have creatively engaged their audiences [3] - **Accessibility & AI Mover & Shaker Award**: Acknowledges efforts in combining AI with accessibility initiatives [3] Notable Honorees - **Accenture**: Recognized for integrating AI and accessibility to ensure inclusivity [3] - **Bloomberg**: Acknowledged for leading enterprise innovation [4] - **SAP**: Honored for its visionary approach to intelligent innovation [4] - **Vanguard**: Celebrated for unifying multiple business lines under a single vision [4] - **Oracle**: Recognized for enhancing collaboration through video technology [4] - **KPMG**: Acknowledged for building global alignment and competitive advantage [4] - **Pinterest**: Celebrated for prioritizing accessibility in its operations [4] - **BP**: Recognized for consistent and bold brand storytelling [4] - **Salesforce**: Honored for its commitment to sustainability and carbon removal initiatives [5] - **JP Morgan Chase & Co.**: Acknowledged for creating an accessible workplace [7] - **Wells Fargo**: Recognized for its organization-wide commitment to accessibility [7] - **IBM**: Celebrated for balancing legacy with innovation [8] - **Airbnb**: Honored for meaningful engagement and partnership [8] - **Shell**: Recognized for purposeful evolution and impact [8] - **EY**: Acknowledged for proactive feedback integration [8] - **Adobe**: Celebrated for setting standards in employee experience in an AI-driven world [8] Kaltura Overview - Kaltura aims to create AI-infused hyper-personalized video experiences to enhance customer and employee engagement [6] - The company offers a comprehensive AI Video Experience Cloud, including various video-first products for enterprise and educational use [6]