The European Parliament voted to wind back the bloc’s rulebook for ESG reporting and due diligence following intense pressure, both from within and from outside the bloc https://t.co/L9K6b0AEzx ...

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Core Insights - OneStream Inc. is currently viewed as a promising low-priced technology stock despite facing a 30% decline in share price year-to-date in 2025, while reporting strong fundamental results [1] - The company reported Q2 revenue of $148 million, reflecting a 26% year-over-year increase, primarily driven by a 30% rise in subscription revenue [1] - Management has modestly raised full-year revenue guidance to a range of $586-$590 million, although Q3 growth may slow due to uncertainties in U.S. public-sector spending [2] Growth Strategy - At the Goldman Sachs Communacopia + Technology Conference, the CEO emphasized the launch of CPM Express, a pre-configured version of OneStream's platform aimed at expediting deployments and reducing costs [3] - This initiative targets mid-sized companies and serves as a gateway for larger enterprises, potentially broadening the company's addressable market and accelerating growth beyond its traditional focus on Fortune 500 clients [4] Future Outlook - OneStream aims to maintain subscription growth above 20% and leverage its unique platform to unify financial and operational data [5] - The company is investing in embedded AI tools to enhance forecasting and planning capabilities, alongside developing vertical solutions such as ESG reporting [5] - OneStream offers a unified Corporate Performance Management (CPM) platform that integrates financial and operational data, supporting planning, consolidation, reporting, and analytics [6]

Core Insights - Workiva's platform is increasingly essential for complex organizations managing multiple digital applications, simplifying data collection and compliance reporting [1][4] - The company reported strong Q2 2025 results, with a 21% year-over-year revenue increase, leading to a 32% stock price surge [2][8] - Analysts are overwhelmingly bullish on Workiva, with a high percentage recommending buy ratings and a significant addressable market of $35 billion [13][14] Financial Performance - Workiva generated $215 million in revenue for Q2 2025, exceeding management's forecast of $209 million, marking a 21% increase from the previous year [8] - The net revenue retention rate reached a multiyear high of 114%, indicating existing customers are spending 14% more compared to Q2 2024 [9] - The company had a record 6,467 customers at the end of Q2, with significant growth in high-spending customer cohorts [10] Market Position and Growth Potential - Workiva's expansion into ESG reporting since 2021 positions it well to capture a growing market as compliance requirements increase for small and midsized enterprises [6][7] - The company raised its full-year revenue forecast for 2025 to $871.5 million, reflecting confidence in continued growth [12] - The stock is currently trading at a price-to-sales ratio of 6.1, below its 10-year average of 7.4, suggesting potential for long-term investment [15][17]

H1 2025 Performance - Unilever's H1 2025 underlying sales growth (USG) was 3.4%, driven by 1.5% underlying volume growth (UVG) and 1.9% underlying price growth (UPG)[10] - Power Brands' Q2 2025 USG improved to 4.4%, with 2.1% UVG and 2.3% UPG[12] - The company's turnover decreased by 3.2% year-over-year, from €31.1 billion in H1 2024 to €30.1 billion in H1 2025, impacted by net disposals and adverse currency effects[48] Segment Performance - North America achieved 5.4% USG in H1 2025, representing 23% of Group turnover[13] - Europe saw 3.4% USG in H1 2025, with 3.7% UVG and 1.6% UPG, accounting for 21% of Group turnover[15, 16] - Asia Pacific Africa (APA) experienced 3.5% USG in H1 2025, while Latin America had 0.5% USG[19] - Beauty & Wellbeing segment achieved 3.7% USG in H1 2025, with a €6.5 billion turnover[21, 22] - Dove's H1 2025 USG was 4.8%, driven by 3.3% UPG and 1.4% UVG[26] Strategic Initiatives - The Ice Cream business demerger is on track for mid-November, with Unilever retaining less than 20% stake in TMICC[8, 45] - Post demerger, based on FY 2024 financials, Unilever expects approximately €52 billion turnover, +160 bps GM, +100 bps UOM, +100 bps ROIC, ~100% cash conversion, and ~2x expected leverage[70] Financial Outlook - The company is on track to deliver its full-year 2025 outlook, including an improvement in FY underlying operating margin and USG within the 3-5% range[62, 63] - The company expects second half margins of at least 18.5%[63] - The company completed €1.5 billion share buyback in H1 2025[61]

Core Insights - Diginex Limited has received additional government funding to enhance its AI-powered compliance solutions aimed at helping companies meet sustainability disclosure requirements [1][3] - The upgraded AI functionality is expected to accelerate customer adoption and contribute to revenue growth, with the global market for ESG reporting software projected to grow from over $1.3 billion in 2023 to over $5.6 billion by 2029, at a CAGR of 26% [2] - Diginex's diginexESG platform supports 17 global frameworks, providing end-to-end support for ESG reporting [6] Company Developments - Diginex has signed a Memorandum of Understanding for the strategic acquisition of Resulticks Global Companies Pte. Limited for $2 billion, aimed at enhancing AI and data management capabilities [4] - The company has entered into strategic alliances with firms like Forvis Mazars, Russell Bedford International, and Baker Tilly Singapore to expand the distribution of its platforms [4] - Diginex has received recognition from the Hong Kong Monetary Authority for its innovative fintech projects, building on previous awards and selections [3][4] Market Position - Diginex is well-positioned to capture the growing demand for sustainable finance solutions by combining its platform with blockchain, machine learning, and data analytics [2] - The company's focus on AI-driven innovation in ESG reporting is validated by recognition from regulatory authorities, emphasizing its commitment to democratizing sustainability compliance [4]

Core Insights - Broadridge Financial Solutions has partnered with Novisto to launch an advanced sustainability data management and reporting platform aimed at helping companies manage risks and opportunities in sustainability reporting [1][2] - The collaboration addresses the growing global demand for comprehensive sustainability and non-financial reporting, enabling organizations to meet evolving investor expectations and enhance stakeholder engagement [1][2][3] Company Overview - Broadridge serves over 3,400 public companies in the US, providing a range of corporate solutions including sustainability, regulatory filings, and stock transfer services [2] - Novisto is recognized for its sustainability data management software, simplifying the collection and reporting of ESG data, and has received accolades from industry analysts [5] Industry Context - There is an increasing focus from investors and regulators on sustainable business models, necessitating effective means for companies to capture and report material sustainability data [2][3] - The IFRS Foundation reported that 30 jurisdictions are working towards introducing ISSB Standards, highlighting the growing demand for standardized reporting [3]