Core Insights - Simulations Plus, Inc. (SLP) reported adjusted earnings of 10 cents per share for Q4 fiscal 2025, matching the Zacks Consensus Estimate but down from 18 cents in the prior year [1] - Quarterly revenues decreased by 6% year over year to $17.5 million, primarily due to reduced software revenues, although this figure met consensus expectations [2][9] - The company achieved a full-year revenue growth of 13% to $79.2 million for fiscal 2025, despite facing near-term challenges [3][9] Financial Performance - Software revenues, which accounted for 52% of total quarterly revenues, fell by 9% year over year to $9 million, influenced by tough market conditions and customer consolidation [5] - Services revenues, making up 48% of total revenues, decreased by 3% to $8.4 million, with a significant drop in QSP services [7] - Gross profit for the quarter was $9.8 million, yielding a gross margin of 56%, compared to $6.8 million and a margin of 37% in the prior year [10] Customer and Market Dynamics - The company closed the quarter with 311 commercial customers, generating an average revenue of $94,000 per client and maintaining an 83% renewal rate [6] - The backlog of service projects grew by 28% year over year to $18 million, with approximately 90% expected to convert to revenue within a year [7] Future Outlook - For fiscal 2026, management anticipates low single-digit revenue growth, projecting revenues between $79 million and $82 million, which represents a year-over-year increase of 0-4% [12] - Adjusted earnings per share are estimated to be in the range of $1.03 to $1.10, with an adjusted EBITDA margin expected between 26% and 30% [13]

Cloud Fund Deployment Advantages - Increased global reach leading to new users or investors [1] - Enhanced auditability resulting in increased accountability and trust [1] - Improved interoperability creating new use cases [1] Potential Outcomes - All three advantages contribute to more Assets Under Management (AUM) for BlackRock & Securitize [1]

RT Token Terminal 📊 (@tokenterminal)Tokenized RWAs = investment funds in the cloudWhy it makes sense to deploy a fund in the cloud:🌐 More global --> new users or investors🚔 More auditable --> increased accountability & trust🔗 More interoperable --> new use cases💰 All 3 --> more AUM for the issuer https://t.co/07newWidNJ ...

Market Overview - The Video Analytics Market is projected to grow from USD 8.3 billion in 2023 to USD 22.6 billion by 2028, reflecting a Compound Annual Growth Rate (CAGR) of 22.3% during the forecast period [1]. Market Dynamics Drivers - Applications such as perimeter intrusion and boundary control are significant drivers for the video analytics market, particularly in the critical infrastructure sector, where continuous security is paramount [3]. - Increasing investments and focus from governing institutions on public safety, along with the need to analyze unstructured video surveillance data in real time, are also contributing to market growth [5]. Restraints - The performance limitations of edge-based video analytics systems, despite advancements in chipsets, may pose challenges to widespread adoption [4]. Opportunities - The emergence of edge technologies and devices, along with the integration of deep learning, is expected to enhance the capabilities of video analytics and drive further adoption [5][6]. Deployment Models - The cloud segment is anticipated to grow at a higher CAGR during the forecast period, driven by the benefits of lower costs, reduced operational expenditure, and enhanced flexibility and scalability [7]. Market Segmentation By Vertical - The government and defense sector is expected to hold the largest market share in 2023, focusing on city surveillance and border security initiatives [8]. Recent Trends - Recent terror attacks in Europe and the US have underscored the necessity for effective video analytics solutions in city surveillance, which are crucial for ensuring operational efficiencies and public safety [9].

Group 1 - The CFO of Alphabet (GOOGL.O) indicated that the company expects to deploy a relatively high capacity in its cloud business by the end of 2025 [1]