Key Takeaways AUDC introduced AI Agents in Live Hub to power LLM voice bots on enterprise systems.The module supports caller authentication, record updates and workflow triggers for compliance.Live Hub unifies IVR, Voice AI Agents, Live-Agent Assist and translation on one cloud platform.AudioCodes Ltd. (AUDC) recently introduced the AI Agents module in Live Hub to enhance customer satisfaction and time-to-resolution. The introduction of this service on the voice Communications Platform as a Service (CPaaS) ...

Company Overview - Cemtrex is a holding company with operating brands Vicon Industries and AIS – Advanced Industrial Services[5] - As of September 30, 2024, the company has $3.9 million in cash and cash equivalents[6] - As of January 2, 2025, the share price is $2.84, and the market cap is $4.9 million[6] Vicon Industries (Security Segment) - Vicon's FY 2024 revenue was $32.0 million, a 7% decrease compared to FY 2023 revenue of $34.4 million due to weaker industry demand[5, 38] - The company estimates Vicon's FY 2025 revenue to be approximately $36.0+ million[38] - The physical security equipment global market is projected to reach $136.9 billion in 2028, with a CAGR of 4.4% from $106.5 billion in 2022[14] - The video surveillance global market is projected to reach $83.3 billion in 2032, with a CAGR of 9.2% from $48.7 billion in 2022[14] AIS (Industrial Services Segment) - AIS segment revenues increased 39% to $34.8 million in FY 2024[5, 68] - The company estimates AIS's FY 2025 revenue to be $35.0 million[45] - The global Industrial Services market size was valued at $36.9 billion in 2022 and is projected to reach $50.1 billion in 2030, growing at a CAGR of 8.6%[42] Financial Performance - Total revenue for FY 2024 was $66.9 million, a 13% increase compared to $59.4 million in FY 2022[5, 48] - Gross margin was 41% in FY 2024[48, 68] - The operating loss for FY 2024 was $5.3 million, compared to an operating loss of $1.5 million in FY 2022[48]

Core Viewpoint - In a market characterized by high valuations, Verizon, IBM, and Cisco are identified as attractive income-generating investments due to their lower valuations and healthy dividend yields [1][2]. Group 1: Verizon - Verizon's stock reached a 13-year low of $28.25 on October 13, 2023, but has since rebounded to nearly $44 [3]. - The company doubled its annual postpaid phone net additions in 2024, driven by localized marketing, customizable plans, and growth in its distribution business with Walmart [4]. - Verizon's free cash flow rose 6% to $19.8 billion, covering its $11.2 billion in dividend payments, with a forward yield of 6.3% and a low forward price-to-earnings ratio of 9 [5]. Group 2: IBM - Under CEO Arvind Krishna, IBM has shifted focus towards cloud-based services and AI, spinning off its slow-growth IT infrastructure services business [6][7]. - From 2020 to 2024, IBM's revenue and EPS grew at compound annual growth rates of 3% and 1%, respectively, marking a recovery after years of decline [8]. - Analysts project a 4% growth in revenue and EPS for IBM this year, with a forward dividend yield of 2.7% and a payout ratio of 52% of its free cash flow [9]. Group 3: Cisco - Cisco faced challenges in fiscal 2021 and 2022 due to supply chain constraints but saw growth in fiscal 2023 as these issues were resolved [10][11]. - Analysts expect Cisco's revenue to rise 5% in fiscal 2025 as inventory issues are addressed, although adjusted EPS may remain flat due to integration costs from its acquisition of Splunk [12]. - Cisco's stock is valued at 17 times forward earnings, with a forward dividend yield of 2.6%, and it spent only half of its free cash flow on dividends over the past year [13].