So we've always set the bar very very high. Uh and that combined with the fact that we started out at DDN solving massive scale data set challenges gave us the foundation to pivot our technology into AI and DDN is the only company today which is solving the right at scale challenge which applies to LLM and Gen AI. power consumption, the movement of data, the ability to support hundreds and hundreds of software suites of AI frameworks and make sure that each and every one of them operates at the highest leve ...

American Express Company (NYSE:AXP) 2025 Conference Summary Company Overview - **Company**: American Express Company (AXP) - **Event**: 2025 Conference - **Date**: November 12, 2025 Key Points Financial Performance - Revenue is projected to be approximately **9% to 10% higher** by the end of the year compared to the previous year [5] - Earnings per share (EPS) guidance is set between **$15.20 to $15.50** for the year, reflecting a significant increase [7][8] - Q3 billing growth accelerated by about **200 basis points**, indicating strong momentum [10] Product Strategy - The refresh of the **Platinum card** has been a major success, enhancing both the card and in-app experience [5][6] - American Express aims to maintain its leadership in the premium card space through continuous innovation and enhancement of its offerings [14][15] - The company has added new partnerships with brands like **Lululemon** and **YouTube**, which are crucial for the success of the Platinum product [16] Customer Engagement - Younger card members are more engaged, using their cards **25% more** than older cohorts, and have a **40% lower delinquency rate** compared to Gen X and Baby Boomers [28][30] - The company has focused on building relationships with younger demographics, anticipating their evolving needs as they grow older [32] Competitive Landscape - Competition in the premium card market is intense but has been beneficial for American Express, driving increased interest in premium products [15] - The company does not see significant risk from the proposed merchant concessions by Visa and MasterCard due to its unique business model [12][13] Small Business Segment - The small business segment has faced challenges, particularly in the middle market, where larger transactions are moving towards ACH and checks [36][37] - American Express is integrating an expense management solution through the acquisition of **Center** to address these challenges [38] International Growth - International operations have shown strong performance, with billing growth in double digits for the last **18 quarters** [45] - The company has renewed partnerships with major airlines, enhancing its international presence [48] Technological Innovation - American Express is leveraging technology to enhance customer experience, including the introduction of features like **Dining Companion**, which utilizes LLMs for personalized service [56][59] - The company is focused on improving operational efficiencies through technology, which is expected to support mid-teens EPS growth [68] Investment Outlook - The company emphasizes a clear strategy focused on premium products and membership, aiming for **double-digit revenue growth** and mid-teens EPS growth [63] - American Express is committed to maintaining its premium positioning, which supports sustainable earnings and credit performance [64] Conclusion - American Express is well-positioned for future growth, with a strong focus on innovation, customer engagement, and maintaining its leadership in the premium card market. The company is optimistic about its ability to navigate challenges and capitalize on opportunities in both domestic and international markets.

MIAMI--(BUSINESS WIRE)---- $HCKT #HR--The Hackett Group, Inc. (NASDAQ: HCKT), a leading Gen AI consulting and enterprise digital transformation firm, today announced the release of its 2025 European SG&A Cost Study and Scorecard, revealing that median selling, general and administrative (SG&A) costs among Europe's 1,000 largest public companies rose for the second consecutive year, climbing by 6% to 11.5% of revenue – the highest level since 2020. The study found that 63% of companies saw SG&A co. ...

Group 1 - The discussion includes a focus on UNH, indicating its significance in the current market analysis [1] - There is a mention of a preference for services within the context of a specific trade strategy [2] - AMD is referenced in relation to generative AI, with a noted decision to fade its position, suggesting a cautious outlook on the company [3]

 Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitizing and automating workflows to deliver intelligent operations, today unveiled the findings of its 18th Annual Global Shopper Study. The research shows Gen AI and automation solutions emerging as critical tools, with 87% of retail leaders citing their importance in loss prevention efforts.“Retail’s future belongs to those who connect the physical and digital worlds through intelligent workflows,” said Matthew Guiste, Global Retail Tec ...

Outfront Media (NYSE:OUT) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker1Thank you for your patience, everyone. The Outfront Media third-quarter 2025 earnings call will begin in two minutes' time. In the meantime, you can register questions by pressing * by one on your telephone keypad. Hello and welcome to the Outfront Media third-quarter 2025 earnings call. My name is Carla, and I will be coordinating your call today. During the presentation, you can register to ask questions by pressing * by ...

Core Insights - Worldline has launched the "North Star 2030" transformation plan aimed at becoming the preferred European payments partner for merchants and financial institutions, focusing on operational excellence and cash flow generation [2][3][7] Financial Ambitions - The company targets a revenue compound annual growth rate (CAGR) of approximately 4% from 2027 to 2030, with expectations of reaching around €1.0 billion in EBITDA by 2030, supported by run-rate savings of about €210 million [2][18] - Free cash flow generation is anticipated to return by 2027, with a target of €300 million to €350 million by 2030 [2][18] Capital Increase - A contemplated capital increase of €500 million has been unanimously approved by the Board of Directors, with strong backing from strategic investors such as Bpifrance, Crédit Agricole SA, and BNP Paribas [3][4][10] - The capital increase will consist of a reserved capital increase of approximately €110 million and a rights issue of about €390 million, aimed at enhancing financial flexibility and supporting the transformation plan [10][16] Strategic Refocus - Worldline is divesting non-core activities, including its Mobility & e-Transactional Services and North American operations, with expected cash proceeds from these divestments in the range of €350 million to €400 million [6] - The company is simplifying its organizational structure and converging its technology platforms to improve operational efficiency and customer service [11][12] Management and Support - The renewed executive team is committed to driving the transformation and restoring cash flow generation, with significant support from key European financial institutions [4][12][17] - Strategic partnerships, such as with SIX Group, are seen as critical for Worldline's future growth and transformation [13] Operational Improvements - The North Star plan emphasizes the integration of operations and the use of advanced technologies, including AI, to optimize processes and enhance commercial performance [11][12] - Worldline aims to improve its sales execution and expand into new segments to restore growth in its Merchant Services business [8][9]

AI spending of course a key focus during earnings this quarter. Apple, Apple, Meta, Alphabet all reporting a massive jump in AI spend. Total capex spend reaching 116 billion leads to plenty of bubble talk on the street as you know.But our next guest says those spending levels are in fact sustainable. Let's bring in Goldman Sachs economist Joseph Briggs to talk about it. Widely watched report that she put out a few days ago.Welcome. Good to see you. >> Great to be here.>> So you're you're sort of taking a lo ...

Third-Quarter 2025 Investor Call Corning Reports Third-Quarter 2025 Financial Results October 28, 2025 Forward-Looking and Cautionary Statements The statements contained in this presentation and related comments by management that are not historical facts or information and contain words such as "will," "believe," "anticipate," "expect," "intend," "plan," "seek," "see," "would," "target," "estimate," "forecast" or similar expressions are forward-looking statements. These forward-looking statements are made ...

Core Insights - Salesforce Inc has set a revenue target of $60 billion for fiscal 2030, indicating a strong growth trajectory and positive market sentiment [1][4] Revenue Growth and Targets - The revenue target implies a compounded annual growth rate (CAGR) of over 10% through fiscal 2030, with expectations of significant margin expansion [2][6] - The "rule of 50" target suggests a margin of approximately 40%, indicating an annual expansion of 150 basis points through fiscal 2030 [3][7] Innovation and Product Development - Salesforce's analyst day showcased a robust innovation pipeline and visibility into bookings and revenue growth, driven by both its core business and the new Agentforce initiative [3][4] - The transition to an Agentic Enterprise could unlock annual recurring revenue (ARR) of 3x to 4x, although the timing for widespread adoption remains uncertain [4][5] Market Sentiment and Analyst Perspectives - Analysts have noted that the recent revenue growth targets present a material setback to bearish expectations that Salesforce's growth would slow to GDP levels [6] - There is a consensus among analysts that Salesforce is positioned for sustainable double-digit revenue growth, supported by its product portfolio and AI execution [8] Stock Performance - Despite a year-to-date decline of 29%, Salesforce shares rose by 4.62% to $247.52 following the announcement of the new revenue target [9]