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Jobs Gains May Be Stalling, but Markets Keep Driving Growth
Barrons· 2025-10-03 21:18
Nor does the prospect of massive layoffs of federal employees during the shutdown upset the bulls. That would just mean more Fed rate cuts. ...
X @Avalanche🔺
Avalanche🔺· 2025-09-03 20:10
Japan’s blockchain market is set to soar from $499M in 2022 to nearly $75B by 2030.Heritage brands are tokenizing fine whisky, automotive leaders are reimagining mobility finance, and megabanks are backing stablecoins.All powered by Avalanche. https://t.co/U6d5eqtL81 ...
What's behind the rise of China's micro dramas?
CNBC· 2025-08-27 16:01
I only owe my success to that secret CEO of Kings Corp. >> You will be graveling at my feet for forgiveness when you realize who I really am then. >> Spoiler alert alert, that man earning a meager wage does in fact turn out to be the secret CEO of King's Corp. This is one of the micro dramas featured on Real Short, a Chinese-backed short video app. >> In the state, you have soap opera, you know, bold and the beautiful and it's bold and the beautiful on steroid.Basically, >> they're tapping into the behavior ...
Alcon(ALC) - 2025 Q2 - Earnings Call Transcript
2025-08-20 13:00
Financial Data and Key Metrics Changes - Alcon's Q2 2025 sales reached $2.6 billion, reflecting a 3% increase year-over-year, consistent with Q1 performance [27] - Core gross margin for Q2 was 62.2%, in line with the previous year, while core operating margin decreased by 100 basis points to 19.1% due to increased R&D investments [31] - Core diluted earnings per share were $0.76, broadly in line with the previous year on a constant currency basis [31] Business Line Data and Key Metrics Changes - Surgical franchise revenue increased by 1% year-over-year to $1.5 billion, with implantable sales down 2% to $456 million due to soft market conditions and competitive pressures [27][28] - Vision Care sales rose by 5% to $1.1 billion, with contact lens sales up 7% to $692 million, driven by product innovation and price increases [29] - Oculo Health sales were $430 million, up 2% year-over-year, led by eye drops, partially offset by declines in contact lens care [30] Market Data and Key Metrics Changes - Global cataract volumes grew approximately low single digits in Q2, compared to a historical average of about 4% [25] - The retail market for contact lenses grew mid single digits during the quarter [25] Company Strategy and Development Direction - Alcon is focused on acquiring transformative technologies in eye care, with recent acquisitions including the Voyager Direct device for glaucoma and STAR for refractive surgery [8][9] - The company aims to leverage its broader commercial infrastructure to accelerate adoption of new products and expand its presence in high-growth markets like China [11][12] - Alcon's strategy includes driving organic growth through innovation and execution, with a robust pipeline and strategic expansion planned for 2026 and beyond [7][36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term durability of end markets and the resilience of customers despite softer market conditions in the first half of the year [6][7] - The company anticipates a gradual return to historical growth rates in surgical procedures, driven by an aging population and increasing cataract prevalence [57][58] - Alcon expects to fully offset tariff impacts through foreign exchange and operational actions, maintaining a focus on innovation and cost discipline [32][33] Other Important Information - Alcon generated $681 million in free cash flow in the first half of the year, enabling $287 million in returns to shareholders through share repurchases and dividends [32] - The company incurred $27 million in tariff-related charges during Q2, with an expected full-year impact of approximately $100 million on cost of sales [32] Q&A Session Summary Question: Stability in PCIOLs share in the U.S. and international markets - Management noted a sequential improvement in U.S. share by about four points, attributed to the successful reception of PanOptix Pro, while acknowledging competitive pressures in international markets [43][46] Question: Outlook for 2026 and impact of recent acquisitions - Management refrained from providing specific guidance for 2026 but expressed confidence in the strategic value of recent acquisitions, emphasizing the importance of synergies and operational support [51][53] Question: Market weakness and outlook for recovery - Management highlighted that the aging population and increasing cataract prevalence underpin confidence in future growth, despite current market normalization [57][58] Question: Unity VCS order book and placements - Management reported over 1,000 qualified leads for Unity VCS within ten weeks of launch, emphasizing a deliberate ramp-up in installations to ensure proper training and support for surgeons [62][64] Question: Performance of SUSTAIN and competitive dynamics - Management indicated mid to high single-digit growth for SUSTAIN, noting a market pop due to competitor advertising, while addressing supply issues affecting some products [92][94] Question: Growth outlook for STAR and local competition in China - Management acknowledged local competition in China but expressed confidence in the long-term growth potential of the EVO ICL platform, supported by Alcon's critical mass and market presence [96][99]
Energy Services Of America May See Market Growth In The Coming Years
Seeking Alpha· 2025-07-28 17:23
Group 1 - Energy Services of America (NASDAQ: ESOA) experienced significant exogenous headwinds in Q2'25 due to adverse weather conditions in its serviced region, leading to a substantial net loss [1] - Despite the near-term challenges, the market served by the company remains robust with substantial investment outlay [1] - The analyst, Michael Del Monte, has over 5 years of experience in the investment management industry and has worked across various sectors including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]
Chest Drainage Catheters Market Insights, Competitive Landscape, and Forecast Report 2025-2032 Featuring Leading Players - BD, Teleflex, Cook, ICU Medical, and Redax
GlobeNewswire News Room· 2025-07-25 15:15
Core Insights - The chest drainage catheters market is projected to grow at a CAGR of 4.78% from 2025 to 2032, driven by the increasing prevalence of chronic conditions such as cancer and cardiovascular diseases, along with advancements in catheter technology and improved healthcare access [2][6]. Market Dynamics - In 2022, there were 2,480,675 reported cases of lung-related cancers, predominantly in Asia, which significantly boosts the demand for thoracic drainage interventions using chest drainage catheters [3]. - Approximately 620 million people globally are living with heart and circulatory diseases, further driving the need for interventions like pericardial effusions management through chest drainage catheters [4]. Technological Advancements - The adoption of minimally invasive procedures is enhancing the chest drainage catheter market by improving procedural precision and patient outcomes, with innovations such as image-guided catheter placements and smart catheters enabling real-time monitoring [5]. Challenges - The market faces challenges including catheter complexity and stringent regulatory requirements, which may limit growth; however, the demand for safe and effective thoracic drainage solutions continues to rise due to the increasing global burden of cancer and cardiovascular diseases [6]. Segment Analysis - Pleural drainage catheters are expected to lead the market in 2024, driven by the rise in pleural diseases associated with lung cancer and heart failure, with features like tunneled indwelling pleural catheters offering less invasive alternatives [7]. Manufacturer Innovations - Manufacturers are advancing catheter designs by incorporating features such as smaller diameters, anti-microbial coatings, and integration with digital drainage systems, enhancing safety and clinical outcomes [8]. Regional Outlook - North America is anticipated to dominate the chest drainage catheters market in 2024, supported by an increasing number of cancer patients, advanced healthcare infrastructure, and the presence of key market players like BD, Teleflex Incorporated, and Cook [9][10]. Key Players - Leading companies in the chest drainage catheters market include BD, Teleflex Incorporated, Cook, ICU Medical, and Redax S.p.A., among others [10][12]. Recent Developments - In June 2021, BD received FDA 510(k) clearance for its PeritXT Peritoneal Catheter System, intended for symptomatic, non-malignant ascites drainage [11]. Conclusion - The chest drainage catheters market is poised for substantial growth from 2025 to 2032, with North America being a significant contributor to this expansion [11].
X @Bloomberg
Bloomberg· 2025-07-14 14:20
Temasek is looking to place bigger bets on fewer Indian companies to boost returns on its $50 billion local portfolio in a rapidly growing market where exiting investments has become easier https://t.co/1DvvDifhKq ...
X @CoinDesk
CoinDesk· 2025-07-02 20:43
Market Trends - The stablecoin market reached a new all-time high in June, with a growth of 1.58% [1] - The stablecoin sector has experienced 21 consecutive months of growth, establishing itself as one of the most consistent sectors in the crypto market [1]
Finding the perfect wave in the desert
Bloomberg Television· 2025-06-29 09:01
Imagine surfing perfect waves in the desert. Yeah, you heard that right. Olympic champ Italoo Ferrera shredded under stadium lights in Abu Dhabi thanks to a massive $90 million wave pool that creates flawless waves every 3 minutes.Wave pools are popping up across the world from Texas to Switzerland. 35 exist worldwide, but more than 75 are in development, including luxury surf resorts with spas and villas. Surf & goat Kelly Slater started the wave tech craze and now even execs and families are training for ...