Disruptive technology

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Meet The Team - Brett Winton
ARK Invest· 2025-07-08 20:04
I'm Brett Winton, chief futurist at ARC and Best. I've been at ARC since the very beginning. Uh, directing the research team and as chief futurist, I now oversee and drive the um, modeling across all of our technologies across all the five innovation platforms that we focus on.I've spent my entire career um, forecasting and modeling the impact of disruptive technology on business. Uh, and it's certainly evident from my seat that things are moving faster than they ever have before. I started working with Kat ...
Parsons Named #1 Program Management Firm by Engineering News-Record
Globenewswire· 2025-06-23 10:25
Recognition is underpinned by Parsons’ focus on innovation, collaboration, program delivery, and accountability to its clientsCHANTILLY, Va., June 23, 2025 (GLOBE NEWSWIRE) -- Parsons Corporation (NYSE: PSN) announced today that the company was ranked #1 on Engineering News-Record's (ENR) annual list of Top 50 Program Management Firms. This ranking, which is two spaces ahead of the company’s spot from the 2024 list, demonstrates the company’s global leadership and top performance in complex program manageme ...
Innventure (INV) Conference Transcript
2025-06-12 20:15
Summary of InVenture (INV) Conference Call - June 12, 2025 Company Overview - InVenture operates as a conglomerate model, launching wholly owned companies in collaboration with multinationals, acting as founders, funders, owners, and operators of these companies [3][4][10] - The company focuses on technology solutions that are either invented or adopted by multinationals, which are outside their core operations [4][9] Core Model and Strategy - InVenture employs a closed loop model with four core aspects: uniqueness of technology, fully developed technology, leveraging multinational experience, and catalyzing early adoption through multinational relationships [4][6][7] - The model aims to reduce risk by ensuring that technology solutions are in pilot form before full commercial launch, thus increasing the likelihood of success [7][12] - The company has launched four companies to date, including PureCycle and Aeroflex in partnership with Procter & Gamble, and Excelsius, which addresses critical cooling technology needs in data centers [10][11][15] Excelsius and Market Opportunity - Excelsius is positioned to capitalize on the growth of data centers and generative AI, addressing a critical infrastructure gap in cooling technology [15][16] - The current cooling methods in data centers are inadequate, with 8% still using air conditioning, while the industry is moving towards two-phase cooling solutions [16][18] - Excelsius offers a cost-effective two-phase cooling solution that reduces energy costs and allows for denser server configurations, providing both critical need and economic incentive for adoption [21][22] Financial Performance and Growth Potential - InVenture aims to demonstrate high earnings per share growth by systematically launching companies that exhibit an S-curve of growth, potentially leading to premium valuations [14] - The company has invested approximately $10 million into PureCycle, which went public at a $1.2 billion valuation and is currently trading at around $2 billion [23] - The company plans to maintain a disciplined capital allocation approach, aiming to launch approximately one company per year while managing operational strain and dilution of focus [34][36] Capital Strategy and Market Position - InVenture has closed approximately $150 million in financing and plans to raise additional capital to support its growth and operational needs [40][41] - The company emphasizes the importance of a strong capital markets team to navigate funding challenges and ensure long-term success [43][45] - The value proposition for investors lies in accessing early-stage venture opportunities with a better risk-adjusted basis, particularly through the growth potential of Excelsius and the systematic launch of new companies [52][54] Conclusion - InVenture's model is designed to create value through strategic partnerships and innovative technology solutions, with Excelsius serving as a key proof point for the company's growth strategy [53][54]
Oxford Industries Likely To Report Lower Q1 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Benzinga· 2025-06-11 08:32
Oxford Industries, Inc. OXM will release earnings results for the first quarter, after the closing bell on Wednesday, June 11. Analysts expect the Atlanta, Georgia-based company to report quarterly earnings at $1.82 per share, down from $2.66 per share in the year-ago period. Oxford Industries projects to report quarterly revenue at $384.77 million, compared to $398.18 million a year earlier, according to data from Benzinga Pro. On March 27, Oxford Industries posted weaker-than-expected earnings for the fou ...
Why Joby Aviation Stock Soared 17.6% This Week
The Motley Fool· 2025-05-30 20:34
Shares of Joby Aviation (JOBY -8.22%) soared as much as 26.8% this week, according to data from S&P Global Market Intelligence. The air taxi start-up is currently up 17.6% this week as of 3:47 p.m. ET on Friday, May 30. This increase is due to an announced investment from Toyota Motor into the company for a combined manufacturing partnership. The stock shot up on the announcement but has since given back some of its gains.Here's more about why Joby Aviation stock was soaring this week.New investment from To ...
MDB Capital Holdings Provides First Quarter 2025 Update
Globenewswire· 2025-05-21 13:00
Management to Host Conference Call Today at 4:30 p.m. ET Addison, TX, May 21, 2025 (GLOBE NEWSWIRE) -- MDB Capital Holdings, LLC, (NASDAQ: MDBH) ("MDB"), a public venture platform focused on launching category-leading disruptive technology companies, today provides an update on operations through and subsequent to the quarter ended March 31, 2025. First Quarter 2025 and Subsequent Operational Highlights "Despite the market volatility and cautious investor climate, we are seeing a steady flow of micro-cap co ...
SPOT Vs DAVE: Which Disruptive App Stock is a Smarter Bet Today?
ZACKS· 2025-04-30 17:40
Both Spotify Technology S.A. (SPOT) and Dave Inc. (DAVE) are app-based platform companies disrupting traditional industries. While SPOT aims at shaking the music and audio streaming domain, DAVE finds itself tackling the personal finance and banking ecosystem. Both companies target a massive tech-laced user base with subscriptions or freemium models, navigating the path to profitability via scale and product expansion.The comparative analysis of these two companies might serve well for investors looking to ...
Codexis(CDXS) - 2024 Q4 - Earnings Call Transcript
2025-02-28 03:20
Codexis, Inc. (NASDAQ:CDXS) Q4 2024 Earnings Conference Call February 27, 2025 4:30 PM ET Company Participants Carrie McKim - Director of Investor Relations Stephen Dilly - President and Chief Executive Officer Kevin Norrett - Chief Operating Officer Georgia Erbez - Chief Financial Officer Conference Call Participants Richard Miller - Cantor Fitzgerald, L.P. Matthew Stanton - Jefferies Group LLC Allison Bratzel - Piper Sandler Companies Dan Arias - Stifel Financial Corp. Jacob Johnson - Stephens Inc. Matthe ...