Core Insights - IBM and the USTA have launched AI-powered digital experiences for the 2025 US Open, aimed at enhancing fan engagement and providing customized coverage [1][5][6] Group 1: AI-Powered Features - The new features include Match Chat, an interactive AI assistant that answers fan questions during and after all 254 singles matches [1][7] - Enhanced IBM SlamTracker will provide live Likelihood to Win probabilities for every singles match, updating in near real-time based on AI analysis [3][7] - Key Points feature will summarize articles and match analysis into three-bullet recaps, catering to fans seeking quick insights [4][7] Group 2: Market Demand and Survey Insights - A global survey by Morning Consult, commissioned by IBM, revealed that 86% of tennis fans see value in AI-powered features, emphasizing the demand for real-time insights and personalized highlights [5][6] - The collaboration between IBM and the USTA reflects a strategic approach to meet evolving fan engagement and content consumption habits [6][8] Group 3: Technological Collaboration - IBM and the USTA have developed a long-term technology roadmap to enhance digital experiences, focusing on hybrid cloud and AI capabilities [6][8] - The partnership aims to improve the reliability, scalability, and efficiency of digital platforms, enriching the overall fan experience [8]

Company Overview - Akamai Technologies, Inc. has partnered with Aptum, a managed hybrid cloud services provider, to address IT challenges and streamline cloud transition processes [1][8] - The partnership aims to enhance cloud-based application development and ensure cost efficiency [1] Industry Trends - Enterprises are increasingly focusing on cloud repatriation and sustainable cloud operations, with a notable rise in investments in cloud platforms that support generative AI workloads [2] - Hybrid cloud systems and edge computing applications with low latency requirements are driving demand for cloud services [2] Market Projections - The cloud computing market is expected to grow from $912.77 billion in 2025 to $5,150.92 billion in 2034, reflecting a compound annual growth rate of 21.2% [3] - Akamai is expanding its portfolio to leverage this market trend through innovation and strategic collaborations [3] Financial Performance - In Q2 2025, Akamai's Compute segment reported revenues of $171.4 million, an increase from $151.5 million in the same quarter the previous year [4] - The company is projected to generate $725 million in revenues for 2025, indicating a year-over-year growth of 15% [4]

August 2025 Q2'25 Earnings Results Teradata Investor Relations © 2025 Teradata. All rights reserved. Forward-looking statements This release contains forward-looking statements within the meaning of Section 21E of the Securities and Exchange Act of 1934. Forward-looking statements generally relate to opinions, beliefs, and projections of expected future financial and operating performance, business trends, liquidity, and market conditions, among other things. These forward-looking statements are based upon ...

Core Insights - Rackspace Technology has launched the Rackspace Cloud Management Platform, enhancing its Managed Cloud offering with next-gen upgrades that streamline workload operations and optimize cloud infrastructure through AI-enabled tools [1][3] Group 1: Platform Features - The new platform provides full-stack observability, intelligent application optimization, and compliance with stringent Service Level Agreements (SLAs) [2] - It offers a flexible consumption-based model, lowering the barrier to entry for customers [2] - The platform integrates agile and DevOps methodologies to enhance operational efficiency, scalability, and resilience in hybrid cloud environments [2] Group 2: Customer Benefits - The upgrades provide customers with greater insight into their cloud environments, improved efficiency, and the ability to innovate without fear [3] - Customers can choose to use their own IT tooling solutions or leverage the new platform for operations, dashboards, and tracking [3] - The Rackspace Managed Cloud delivers enterprise-grade SLAs and fully outsourced cloud operations, helping customers maximize their cloud investments [3] Group 3: Company Expertise - Rackspace Technology has over 25 years of experience in integrating emerging technologies and managing cloud operations, which is central to its business model [4] - The company emphasizes the importance of providing clients with tools, flexibility, and power to leverage cloud technology for competitive advantage [4] Group 4: Operational Efficiency - The platform ensures proactive management of all aspects of the cloud environment, allowing businesses to scale seamlessly [5] - It offers a structured approach to service integration and management, ensuring efficient IT service delivery across various cloud environments [5] - Cost efficiency is achieved through optimized resource usage and automated controls to minimize unnecessary spending [5]

Commvault Fiscal Q1'26 Earnings Presentation JULY 2025 © Commvault 2025 Forward-Looking Statements This presentation contains forward-looking statements regarding future events or the expected financial performance of our company, including statements about our outlook for future periods and related guidance. Commvault does not provide forward-looking guidance on a GAAP basis as certain financial information, the probable significance of which cannot be determined, is not available and cannot be reasonably ...

Core Insights - IBM reported strong second-quarter 2025 results, with adjusted earnings and revenues exceeding Zacks Consensus Estimates [1][2] Financial Performance - Net income on a GAAP basis was $2.19 billion or $2.31 per share, up from $1.83 billion or $1.96 per share in the prior year, driven by top-line growth [3] - Non-GAAP net income from continuing operations was $2.80 per share, compared to $2.43 in the prior-year quarter, beating the consensus estimate by 16 cents [3] - Total revenues increased to $16.98 billion from $15.77 billion, with a 5% year-over-year growth on a constant currency basis, surpassing the consensus estimate of $16.58 billion [4] Segment Performance - Software segment revenues rose to $7.39 billion from $6.74 billion, with notable growth in Hybrid Cloud (up 16%), Automation (16%), and Data (9%), although it missed the estimate of $7.52 billion [6] - Consulting segment revenues were $5.31 billion, up from $5.18 billion, exceeding the estimate of $5.17 billion, with segment profit improving to $562 million [7] - Infrastructure segment revenues increased to $4.14 billion from $3.64 billion, with segment profit rising to $965 million, reflecting strong demand for hybrid and distributed infrastructure [8] Cash Flow and Liquidity - IBM generated $1.7 billion in cash from operations, down from $2.07 billion in the prior year, with free cash flow at $2.84 billion, up from $2.61 billion [11] - As of June 30, 2025, the company had $11.94 billion in cash and cash equivalents against $55.22 billion of long-term debt [11] Outlook - For 2025, IBM expects at least 5% revenue growth on a constant currency basis, driven by a strong portfolio mix and productivity initiatives, with free cash flow projected around $13.5 billion [12]

IBM (IBM) Q2 2025 Earnings Call July 23, 2025 05:00 PM ET Company ParticipantsOlympia McNerney - Global Head - IRArvind Krishna - Chairman , President & CEOJames Kavanaugh - SVP & CFOAmit Daryanani - Senior MD - Equity ResearchBen Reitzes - MD & Head - Technology ResearchErik Woodring - Managing Director - Equity ResearchBrian Essex - Executive DirectorMatthew Swanson - Director - Equity ResearchConference Call ParticipantsWamsi Mohan - Senior Equity Research AnalystJim Schneider - Senior Equity AnalystOper ...

IBM (IBM) Q2 2025 Earnings Call July 23, 2025 05:00 PM ET Speaker0Welcome and thank you for standing by. At this time, all participants are in a listen only mode. Today's conference is being recorded. If you have any objections, you may disconnect at this time. Now, I will turn the meeting over to Olympia McNurney, IBM's Global Head of Investor Relations.Olympia, you may begin.Speaker1Thank you. I'd like to welcome you to IBM's second quarter twenty twenty five earnings presentation. I'm Olympia McNerney, a ...

2Q 2025 Earnings July 23, 2025 ibm.com/investor Forward-looking statements and non-GAAP information Certain comments made in this presentation may be characterized as forward looking under the Private Securities Litigation Reform Act of 1995. Forward- looking statements are based on the company's current assumptions regarding future business and financial performance. Those statements by their nature address matters that are uncertain to different degrees. Those statements involve a number of factors that c ...

Core Insights - Amphenol (APH) designs and manufactures interconnect systems, antennas, sensors, and high-speed specialty cables for key sectors such as cloud infrastructure, automotive, and industrial electronics [1] Industry Overview - The global data center market reached $347.6 billion in 2024 and is projected to grow to $652 billion by 2030, with a CAGR of 11.2% from 2025 to 2030, driven by AI workloads, hybrid cloud models, and demand for dense compute environments [2] - This growth is favorable for Amphenol's business prospects [2] Company Performance - APH's Communications Solutions segment generated $2.41 billion in revenue in Q1 2025, accounting for 50.2% of total revenues, with Q2 estimates at $2.47 billion [3][10] - The company’s diversified portfolio includes high-speed copper and fiber optic assemblies, backplane systems, and pluggable I/O interconnects, which are essential for high-performance data centers [4] Product Development - Amphenol introduced OCP-compliant liquid cooling connectors to meet the increasing thermal demands in AI-driven infrastructure, enhancing its offerings in connectivity and thermal management [5] Competitive Landscape - Amphenol faces competition from TE Connectivity and CommScope in the data center interconnect market, both of which are investing in next-generation connectivity technologies to meet AI-driven infrastructure demands [6][7] Stock Performance and Valuation - Amphenol's shares have increased by 43.2% year to date, outperforming the broader Zacks Computer & Technology sector, which rose by 7.5%, and the Zacks Electronics - Connectors industry, which returned 43.8% [8] - The forward 12-month Price/Earnings ratio for Amphenol is 35.48X, compared to the sector's 27.39X, indicating a premium valuation [11] - The Zacks Consensus Estimate for Amphenol's 2025 earnings is $2.67 per share, reflecting a 41.27% year-over-year increase [14]