Key Takeaways EPAM posted Q2 EPS of $2.77, topping estimates and up from $2.45 a year ago.Revenues rose 18% year over year to $1.35B, beating the consensus mark by 1.37%.Financial Services revenues surged 34.4%, leading gains across industry segments.EPAM Systems (EPAM) reported second-quarter 2025 earnings of $2.77 per share, beating the Zacks Consensus Estimate by 6.1%. This compares to earnings of $2.45 per share a year ago. These figures are adjusted for non-recurring items.EPAM’s earnings beat the Zack ...

Summary of Key Points from the Conference Call Industry Overview - The focus for the 2Q25 earnings season is on consumer Internet stocks, particularly whether negative earnings revisions have ended or will continue, impacting investor sentiment towards digital entertainment leaders and consumer Internet names [3][34][24] - The average share price of consumer Internet stocks fell by 5% over the past three months, while digital entertainment leaders saw a 31% increase [3][20] Earnings Revisions and Stock Performance - Consumer Internet companies experienced an average 20% cut in 2025 Bloomberg consensus adjusted EPS estimates over the past three months [9][20] - Despite the earnings estimate cuts, the average share price decline for these companies was only 4%, indicating a potential disconnect between earnings expectations and market performance [20][24] Competitive Landscape - Investment intensity in the food delivery and quick commerce sectors is expected to peak in 3Q25, with Alibaba and Meituan being the primary competitors [13][34] - Alibaba's competitive advantage is bolstered by its financial resources, with an estimated Rmb600 billion in cash and equivalents, compared to significantly lower amounts for JD and Meituan [34][13] Company-Specific Insights Alibaba - Alibaba's narrative has shifted towards cloud and AI, with a capex plan of at least Rmb380 billion over the next three years [30][51] - The company is expected to see cloud revenue growth of 22% year-on-year in FY26E, driven by its cloud-first strategy [30][44] Meituan - Meituan faces challenges due to its limited financial resources compared to Alibaba, which may lead to market share loss and a negative impact on long-term earnings outlook [3][34][39] - The company captured 80% of industry revenue share and 99% of industry profit in 2024, but the new competitive landscape suggests potential downside [3][34] Pinduoduo - Pinduoduo plans to invest over Rmb100 billion in building a high-quality e-commerce ecosystem, which is expected to slow revenue growth to 5% year-on-year in FY25E, down from 59% in 2024 [14][16] Trip.com - Trip.com is accelerating its overseas expansion with a focus on talent acquisition and capital investment, establishing a Rmb1 billion tourism innovation fund [17][18] Baidu - Baidu is undergoing a significant AI transformation, with AI-generated content in search results expected to reach 70% by 3Q25, which may negatively impact ad revenue [19][46] Investment Recommendations - The report suggests selective rotation back to consumer Internet operators from digital entertainment leaders, considering valuation and recent earnings revisions [3][24] - Top picks in the consumer Internet sector include TME, Kuaishou, Alibaba, Trip.com, and Tencent [3][24] Conclusion - The upcoming earnings season will be critical in determining the trajectory of consumer Internet stocks, with a focus on management commentary regarding competition and financial guidance for the next quarters [3][34]

Financial Performance - Akamai's cloud infrastructure services revenue is up 30% year-over-year and is expected to accelerate to 40%+ year-over-year by the end of the year [1] - Akamai achieved a strong beat on the quarter with earnings per share up 9% at $1.73 [2] Strategic Direction & Market Opportunity - Akamai is pursuing a tremendous market opportunity in cloud infrastructure, driven by customer demand and strong tailwinds from Gen AI [1][3] - Akamai's distributed platform, with points of presence in 750 cities, allows it to offer enterprise compute instances and containers closer to end users, resulting in lower latency, better performance, and potentially lower prices [3] - A hyperscaler is an early adopter of Akamai's new managed container service, seeking to have compute instances in hundreds of cities [4] Security Landscape - Security is a major revenue driver for Akamai, with market-leading solutions for web app firewall, bot management, API security, and ransomware protection [1][7] - Attack rates and penetrations are increasing, driving demand for Akamai's security solutions that stop damage caused by attacks, including ransomware [7][8] Generative AI & Skills - Generative AI is making the field of security more evolving and nimble [9] - Akamai is seeing tremendous efficiencies across most job types by leveraging Gen AI, and is providing training to employees to use Gen AI tools [10] TikTok Situation - While there's always risk, Akamai believes a deal regarding TikTok has been structured, and the ban has been postponed several times [5][6]

MetLife (MET) Q2 2025 Earnings Call August 07, 2025 09:00 AM ET Company ParticipantsJohn Hall - EVP, Treasurer & Global Head - IRMichel Khalaf - CEO, President & DirectorJohn McCallion - EVP, CFO & Head - MetLife Investment ManagementRamy Tadros - Regional President - U.S. Business & Head - MetLife HoldingsRyan Krueger - Managing DirectorLyndon Oliver - Regional President - AsiaThomas Gallagher - Senior Managing DirectorElyse Greenspan - Managing DirectorEric Clurfain - Regional President - Latin AmericaCon ...

Choice Hotels International (CHH) Q2 2025 Earnings Call August 06, 2025 10:00 AM ET Speaker0Ladies and gentlemen, thank you for standing by. Welcome to Choice Hotels International Second Quarter twenty twenty five Earnings Call. At this time, all lines are in listen only mode. I will now turn the conference over to Ms. Alice Summers, Investor Relations Senior Director for Choice Hotels.Thank you. Please go ahead.Speaker1Good morning, and thank you for joining us today. Before we begin, we'd like to remind y ...

Conduent (CNDT) Q2 2025 Earnings Call August 06, 2025 09:00 AM ET Speaker0Greetings. Welcome to Conduent's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded.I will now turn the conference over to David Chen, VP of Investor Relations. Thank you. You may begin. Thank you, operator, and thanks, everyone, for joining us today to disc ...

being a part of NVIDIA's Inception program provides us well I'm partly with just the credibility of partnering with the leader in AI software and infrastructure but additionally it puts us at the forefront of understanding the technology as it stands now what's coming around the corner primer was built to close the growing gap between the amount of data organizations need and the difficulty in detecting the risk and intelligent signals buried within that immense amount of information that gap that difficult ...

Gen AI apps doubled their revenue, grew to 1.7B downloads in first half of 2025 | TechCrunch https://t.co/89OtLiewZU ...

HSBC (HSBC) Q2 2025 Earnings Call July 30, 2025 02:45 AM ET Speaker0Welcome, ladies and gentlemen, to the analyst and investor webinar on the 2025 interim results for HSBC Holdings plc.For your information, this webinar is being recorded. First twenty twenty twenty The TheSpeaker1items: our first half performance, the external environment and the progress we're making against the targets we set out. Turning to our performance. The momentum we saw in the first quarter continued into the second quarter. Our h ...

Q2 2025 Financial Performance - Core sales reached $405 billion, a 12% increase year-over-year (YoY)[13] - Operating margin was 190%, a 160 basis points increase YoY[13] - Core EPS was $060, a 28% increase YoY[13] - Optical Communications segment net sales increased by 41% YoY to $157 billion, with net income up 73% YoY to $247 million[46] - Hemlock and Emerging Growth Businesses net sales increased by 31% YoY to $326 million, but experienced a net loss of $10 million[60] Springboard Plan & Future Outlook - The company grew sales 24% since Q4 2023, adding over $3 billion to the annualized sales run rate[17] - The company expects Q3 2025 core sales to be approximately $42 billion and core EPS to be between $063 and $067[41] - The company anticipates approximately $13 billion in capital investments for 2025[61] Growth Opportunities - Enterprise Network sales increased by 81% YoY, driven by network scale-out[28,46] - The company expects to triple its solar sales run rate by 2027, adding $16 billion of new annualized revenue[32]