Core Viewpoint - Virtualware anticipates a return to double-digit organic revenue growth exceeding 30% for fiscal year 2026, with EBITDA margins projected between 20% and 25% [1][6] Financial Performance - In 2025, Virtualware reported consolidated revenues of €4.32 million, reflecting a year-on-year increase of 2.85%, with an EBITDA of €598,509, resulting in a margin of 13.8% [2] - The company's VIROO XRaaS line generated revenues of €1.95 million in 2025, up from €1.73 million in 2024, indicating successful consolidation of its business model [3] - Virtualware achieved record bookings exceeding €8 million in 2025, the highest in its 20-year history, primarily from government and nuclear projects [4] Strategic Initiatives - The company is in the final year of its 2024–2026 Strategic Plan, focusing on growth and consolidation, supported by a strong backlog and recurring subscription revenues [6] - Virtualware's current liquidity position is reported as the strongest in its history, enabling stability in complex environments [5] Industry Outlook - The nuclear sector is highlighted as a growing area for Virtualware, driven by a global renaissance in nuclear energy due to the demand for clean and safe energy [7] - The company has been collaborating with GE Vernova to build virtual nuclear plants and has appointed a former Chief Nuclear Engineer to its advisory board, indicating a strategic focus on the nuclear industry [8] Recent Developments - In 2025, Virtualware completed its uplisting to Euronext Growth Paris and became a certified B Corp, while also launching a new version of its VIROO platform with enhanced functionalities [9]

Investor Presentation Fourth Quarter 2025 Forward Looking Statement & Non-GAAP Financial Measures This presentation and the accompanying oral commentary contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact could be deemed forward-looking, including, but not limited to, any statements about or relating to expectations, projections, trends, plans, ambitions, strategies, and objectives of managemen ...

Core Insights - Lam Research Corp. has appointed Dr. Anirudh Devgan to its board of directors, bringing significant expertise in the semiconductor ecosystem and technology [1][6] Company Overview - Lam Research Corporation is a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry, with a commitment to helping customers build smaller and better-performing devices [7] - The company is headquartered in Fremont, California, and operates globally, being recognized as a FORTUNE 500 company [7] Dr. Anirudh Devgan's Background - Dr. Devgan has been with Cadence Design Systems since 2012, serving in various senior leadership roles, including CEO since 2021 and president since 2017 [2] - He is recognized as a leading authority in electronic design automation (EDA) and has pioneered significant advancements in the field [3] - Dr. Devgan holds 27 U.S. patents and is an IEEE Fellow, as well as a member of the National Academy of Engineering [4] Strategic Importance - The addition of Dr. Devgan to the board is expected to enhance Lam Research's operations and innovation, particularly in the context of the AI era [6]

Core Insights - Edge Total Intelligence Inc. (edgeTI) is strategically positioned at the intersection of global defense modernization, digital transformation, AI adoption, and operational scale [1] Industry Overview - The U.S. shipbuilding industry has faced significant challenges, with the U.S. accounting for only 0.1% of global shipbuilding, while China dominates with 53.3% [2] - There is a consensus in the industry that AI and digital twins are essential for addressing shipyard backlogs and enhancing sustainment readiness [3] Company Developments - edgeTI's edgeCore™ platform integrates real-time digital twin intelligence with AI and automation to enhance decision-making and optimize lifecycle performance [4] - The acquisition of software and automation assets from Austal Limited aims to establish new operations in Perth, Australia, enhancing maritime and aviation lifecycle management [5] - The partnership with Austal is expected to deliver integrated, AI-enabled digital twin capabilities crucial for restoring U.S. maritime readiness [6] Strategic Partnerships - edgeTI has expanded its collaboration with Sabel Systems to accelerate digital engineering initiatives in defense manufacturing [8] - This partnership aims to address lifecycle challenges in maritime assets through rapid deployment of mission-ready templates and domain-specific KPIs [9] Leadership and Advisory - The appointment of Lucian Niemeyer to edgeTI's Industry Advisory Council enhances the company's expertise in navigating defense acquisition environments [10] Financial Strength - In late 2025, edgeTI secured an oversubscribed US$8.01 million convertible debenture financing to support accelerated commercialization and digital twin implementations [11] Market Opportunity - The defense and industrial sectors are undergoing modernization, with persistent backlogs and escalating lifecycle costs, where AI-powered digital twins can streamline logistics and predict maintenance needs [12] - The CEO of edgeTI emphasized that digital twins are now operational imperatives, reflecting a strategy to align technology and partnerships for effective decision-making [13]

Core Insights - Genpact has been recognized as a Leader in the Everest Group Banking Operations – Services PEAK Matrix® Assessment 2025, showcasing its capabilities in delivering end-to-end banking operations through AI-first digital platforms and operational excellence [1][2]. Company Overview - Genpact is an advanced technology services and solutions company that leverages process intelligence and artificial intelligence to provide measurable outcomes for businesses [5]. Banking Operations Capabilities - The company supports a wide range of banking operations, including consumer, commercial, and payments, by integrating deep domain expertise with digital platforms that enhance onboarding, lending, servicing, and transactions [3]. - Genpact's modular assets facilitate consistent decision-making and workflow orchestration across credit and mortgage journeys, reflecting its commitment to modernizing core banking operations at scale [3][4]. Differentiated Approach - The Everest Group report emphasizes Genpact's unique approach to banking operations, stating that banks require platforms and partners that deliver results at scale rather than just pilot projects [4]. - Genpact's integration of advanced technologies, such as agentic AI and digital twins, into core operations enables faster credit decisions, smoother mortgage origination, and improved financial crime controls [4]. Advanced Technologies and Models - Genpact employs AI-enabled modular platforms that enhance risk workflows, improve KYC processes, and boost operational efficiency [6]. - The company utilizes outcome-based commercial models that align pricing with measurable business milestones, including delinquency rates and customer satisfaction [6].

Core Insights - Automotive telematics is significantly influencing vehicle design, operation, and financing through connected sensors and real-time data, impacting driver safety, fleet efficiency, and insurance pricing [1][3][6] Telematics Impact on Vehicle Safety - By 2026, telematics systems will enable features such as lane deviation alerts, fatigue detection, and automatic emergency service notifications post-collision, enhancing vehicle safety [3] - Vehicles will communicate with each other and surrounding infrastructure, potentially leading to lower insurance premiums based on driving behavior [3] Influence on Vehicle Manufacturing - Automakers are utilizing embedded sensors to gather data on material durability and performance, allowing for virtual testing before production [4] - The development of digital twins enables manufacturers to refine designs and simulate production processes, reducing costly errors [4] Benefits for Fleet Management - Telematics offers real-time insights into location, fuel usage, and vehicle health, improving operational efficiency for fleets [5] - AI-driven systems can optimize delivery routes, predict maintenance needs, and reduce downtime, with companies reporting savings of up to 20% on fuel and maintenance costs [5] Future Trends and Recommendations - Experts predict deeper integration of telematics with smart city infrastructure, enhancing vehicle interaction with traffic signals and road sensors, which could lead to reduced congestion and improved road safety [6] - Manufacturers are encouraged to adopt data-first strategies, implement digital twins, collaborate with connected infrastructure networks, and leverage telematics for better sustainability outcomes [7]

Core Insights - Edge Total Intelligence Inc. has announced a three-year renewal of its edgeCore™ subscription software with a prominent health care insurer, emphasizing its commitment to improving client outcomes in a challenging service segment [1] - The company highlights the importance of Digital Twins in addressing complex challenges across various sectors, including healthcare and defense [2] Company Overview - Edge Total Intelligence provides real-time digital operations software, edgeCore™, which enhances situational awareness and accelerates data-driven actions for global enterprises, service providers, and governments [3] - The platform enables customers to improve margins and agility by transforming siloed systems and data, facilitating better operational efficiency [3] Industry Context - U.S. healthcare insurers are currently facing significant challenges such as rising costs, increasing competition, and evolving regulations, which necessitate improved client outcomes [1]

Core Viewpoint - Edge Total Intelligence Inc. has successfully completed the acquisition of technology assets from Austal Limited, enhancing its capabilities in aviation and marine applications [1][2]. Group 1: Acquisition Details - The acquisition includes a 100% interest in various software products, including a planning software for aviation, a branched LUSI solution, and an enterprise asset management software suite focused on marine applications [1]. - The company issued 6,075,459 subordinate voting shares to Austal as part of the transaction, representing 9.9% of the issued and outstanding shares at a deemed price of C$1.00 per share [2]. Group 2: Rights and Obligations - Austal has been granted a right of first refusal to partner with the company in utilizing the acquired assets in specific global markets, including Australia, the United States, and several other countries [3]. - Austal has the right to nominate one individual for election to the company's board of directors, which will remain until Austal's shareholding falls below 5% for more than 20 consecutive days [3]. Group 3: Transition and Conditions - Key personnel from Austal will transition to the company to ensure continuity of service for Austal's programs and customers [4]. - If the company does not complete an uplisting transaction to NASDAQ or NYSE within 12 months, or if certain conditions are not met, all rights to the acquired assets will revert back to Austal [4]. Group 4: Company Background - Austal is recognized as a global leader in shipbuilding and defense contracting, having built over 300 vessels for more than 100 operators in 54 countries [6]. - Edge Total Intelligence Inc. specializes in real-time digital operations and decision intelligence solutions, aiming to provide clarity and agility in business operations [7].

Group 1 - 30 former NFL star players from various teams will participate in autographing up to 3,000 memorabilia items [1] - Memorabilia items include helmets, footballs, and jerseys, which will be autographed on-site [1] - The event will feature live autographs facilitated by Notable Live [1] Group 2 - Autographed memorabilia will be supported by Prova & Sumerian technologies [1] - Digital twins of the memorabilia will be tokenized using Data Vault [1]

excited about the future of AI and how it's impacting [music] smart cities. I think one of our uh one of our greatest examples of a smart city system [music] has been our partnership between Ezri, Nvidia, Microsoft, and the city of Raleigh looking at their traffic system [music] and really trying to create a digital twin of how [music] traffic is moving through their city and giving their city planners and their traffic managers [music] visibility into that flow and also allowing them to plan for better way ...