Prosus posts a rise in profit off the back of higher revenue from its e-commerce business and the sale of some of its stake in China’s Tencent https://t.co/LZbeFrDAul ...

Financial Data and Key Metrics Changes - Paysafe reported a 2% increase in revenue to $433.8 million for Q3 2025, with organic revenue growth of 6% [18][19] - Adjusted EBITDA grew by 7% to $126.6 million, resulting in an adjusted EBITDA margin of 29.2%, up 160 basis points year-over-year [19][20] - Adjusted net income was $40.3 million, or $0.70 per share, compared to $0.51 in Q3 of the previous year [21] Business Line Data and Key Metrics Changes - Merchant solutions volume increased by 9% to $34.9 billion, leading to organic revenue growth of 7%, primarily driven by e-commerce [22] - Digital wallet volume rose by 13% to $6.7 billion, with revenue from digital wallets increasing by 8% [24] - E-commerce growth moderated to over 20%, while iGaming growth exceeded 50% [10][27] Market Data and Key Metrics Changes - North America, the largest market, grew by 8%, driven by approximately 50% growth from iGaming [5] - Europe also experienced 8% growth, while Latin America was roughly flat due to a large customer contract renewal in the prior year [5] - The rest-of-world segment saw a double-digit decline, reducing its contribution to total revenue from 5% to 3% [6] Company Strategy and Development Direction - The company is focused on optimizing its SMB portfolio and expanding its direct sales channel, which has shown significant growth [12][13] - Plans to roll out value-added services and new products throughout 2026 are underway [14] - The company aims to enhance its digital wallet offerings and expand its geographic reach, particularly in Europe and Latin America [16][17] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a longer timeline for delivering new product initiatives, particularly in the digital wallet segment, due to regulatory and banking complexities [38] - The company expects full-year organic growth to be in the range of 5%-6%, with adjusted EBITDA growth of 4%-5% [29] - Management remains confident in the long-term strategy and growth potential, despite current challenges [30] Other Important Information - The company repurchased 1.5 million shares for $20 million in Q3, with a total of $50 million year-to-date [4][26] - Total debt at the end of the quarter was $2.5 billion, with net leverage improving to 5.2 times [25] Q&A Session Summary Question: Dynamics within the SMB book and direct channel growth - Management indicated that direct channel growth will take time to build, with a focus on increasing sales team productivity and enhancing client stickiness through value-added services [32][33] Question: E-commerce deceleration details - The deceleration was primarily in non-core verticals, with iGaming growth remaining strong; challenges were faced with certain higher-risk merchant categories [34][35] Question: Timeline for new product deliveries - Management noted that the delivery of new wallet initiatives is taking longer than expected due to complexities in regulatory alignment and market expansion [38] Question: Medium to long-term deleveraging outlook - The company aims to reduce leverage below 4 times, with expectations to reach 3.5 times by 2027 [39]

It's really interesting because you have, what I think 40 million monthly users globally on LTE. Okay. But they come because their creators, their favorite creator, is there telling them, advising them on what they could purchase.Why is that for Nike putting itself there as a brand individually. You know, LDK is the single largest creator e-commerce platform. We have 30% of gen-z and millennial women in the US.Using the platform there is their spinning every 60 seconds. Let's see, they're going, I think 60 ...

Financial Data and Key Metrics Changes - Third quarter revenue was $96.1 million, down 2% sequentially from $97.9 million in the second quarter 2025, and up 1% year-over-year from $95.2 million in the third quarter 2024 [13] - Third quarter endpoint IC revenue was $78.8 million, down 7% sequentially from $84.6 million in the second quarter 2025, and down 3% year-over-year from $81 million in the third quarter 2024 [13] - Third quarter systems revenue was $17.3 million, up 30% sequentially from $13.3 million in the second quarter 2025, and up 21% year-over-year from $14.2 million in the third quarter 2024 [13] - Third quarter adjusted EBITDA was $19.1 million, compared to $27.6 million in the second quarter 2025 and $17.3 million in the third quarter 2024 [16] - Third quarter GAAP net loss was $12.8 million, while non-GAAP net income was $17.7 million, or $0.58 per share on a fully diluted basis [16] Business Line Data and Key Metrics Changes - Endpoint IC revenue decreased sequentially but grew 15% when excluding the $16 million second quarter licensing revenue [13] - Systems revenue exceeded expectations, driven by reader strength in supply chain and logistics [14] - Gross margin for the third quarter was 53%, down from 60.4% in the second quarter 2025 but up from 52.4% in the third quarter 2024 [14] Market Data and Key Metrics Changes - Retail volumes grew modestly, influenced by the upcoming holiday season, but with cautious buying patterns from partners and end users [5] - The company expects a modest decline in fourth quarter volumes for both supply chain and logistics and retail endpoint ICs [5] Company Strategy and Development Direction - The company is focusing on expanding its market opportunities in retail, supply chain and logistics, food, and other applications [11] - The introduction of Gen2X is aimed at solving industry challenges and enhancing product offerings, with a focus on customization for various market verticals [10] - The company is aggressively hiring technical and business talent to develop software solutions and capitalize on recurring revenue opportunities [8] Management's Comments on Operating Environment and Future Outlook - Management noted that the current operating environment is dynamic, with adjustments in project timing and delivery requests from partners [20] - The company expects fourth quarter revenue to decline slightly, with guidance between $90 million and $93 million [18] - Management expressed confidence in the long-term growth potential, particularly in the food sector, with expectations for modest volumes in the first half of 2026 and acceleration thereafter [26] Other Important Information - The company issued $190 million of 0% convertible notes while repurchasing $190 million of its 1.125% convertible notes, aimed at reducing interest expense and improving balance sheet flexibility [17] - The company ended the third quarter with cash, cash equivalents, and investments totaling $265.1 million, an increase from $260.5 million in the second quarter 2025 [16] Q&A Session Summary Question: What does the timing mean for Q4 revenue? - Management indicated that Q3 revenue was stronger than anticipated, leading to a natural step down in Q4, with some project timing shifting to the right [20][22] Question: Can you discuss the Walmart announcement? - Management expressed excitement about the Walmart announcement, emphasizing the importance of product freshness and customer experience, with expectations for modest food volumes through the first half of 2026 [25][27] Question: Is there a fundamental problem in tagging produce? - Management clarified that there are no fundamental limits to tagging produce, but challenges exist in the tagging process, which may require innovation in packaging [30] Question: How does Gen2X impact gross margins? - Management stated that Gen2X is expected to help drive adoption of the M800 but does not directly increase gross margins beyond what was already anticipated [51] Question: What are the expectations for operating expenses? - Management expects operating expenses to increase in the fourth quarter, consistent with seasonal patterns, while maintaining fiscal discipline [68]

Company Overview - Lantern 是一家初创公司，由 Andrew Lissimore 创立，旨在解决电商平台客户保留问题 [1] - Lantern 提供 Shopify 原生平台，帮助品牌提高客户留存率 [1] Solution Focus - Lantern 专注于为电商企业提供定制化的客户忠诚度解决方案 [1]

Market Trends & Expansion - AppLovin is expanding beyond apps into the broader web and AI, aiming to become a key player in digital and AI, potentially like the "Nielsen" of the digital world [1] - The e-commerce sector, referred to as the "open web," is expected to contribute significantly to AppLovin's revenue, with consensus estimates around $16 billion [1] - Mobile gaming is seen as a major beneficiary of AI, with improvements in games expected to drive increased consumer engagement and spending [4] - AppLovin is undergoing a substantial Total Addressable Market (TAM) expansion by venturing into e-commerce [8] Competitive Landscape & Strategy - AppLovin's self-service platform, launched on October 1st, aims to emulate the success of platforms like Meta or Google for the web era [3] - AppLovin's Axon 2.0, utilizing neural networks, is designed to enhance advertising effectiveness [5] - AppLovin focused on rolling out Axon 2.0, allowing them to explode in growth, reaching approximately $15 billion in gross advertising spend, nearly half of the mobile gaming market [7] - Unity missed a product cycle, while AppLovin focused on Axon 2.0, leading to a disparity in market capitalization [7] Investment & Valuation - Mobile gaming stocks, including AppLovin, Roblox, and Unity, are considered expensive but justified due to their potential as major beneficiaries of current market trends [5] - AppLovin's valuation is supported by expectations of strong growth in e-commerce and the potential of its AI-driven advertising solutions [1][5]

Core Insights - The near-term outlook for the Zacks Industrial Services industry is positive, driven by increased e-commerce activity and a rise in the production index [1][4][5] - Companies are focusing on strategic pricing, cost-reduction initiatives, and enhancing productivity to improve margins [1][6] Industry Overview - The Zacks Industrial Services industry includes companies providing industrial equipment and MRO services, serving diverse sectors such as commercial, government, healthcare, and manufacturing [3] - The industry helps reduce MRO supply-chain costs and enhances productivity through inventory management and procurement solutions [3] Trends Impacting the Industry - E-commerce is a significant growth driver, with rising demand for tailored solutions and efficient online business operations [4] - The production index has shown signs of recovery, entering expansion territory at 51% after a contraction in August [5] Financial Performance - The Zacks Industrial Services industry has outperformed its sector with a growth of 6.5% over the past year, compared to the sector's 5.1% increase [10] - The industry is currently trading at a forward 12-month EV/EBITDA ratio of 36.39X, significantly higher than the S&P 500's 18.64X and the Industrial Products sector's 19.85X [13] Company Highlights - **ScanSource (SCSC)**: Recently announced a partnership with Zoom Communications, focusing on operational execution and cost-saving efforts, with shares appreciating 44.8% in the past six months [19][20] - **Fastenal (FAST)**: Benefiting from daily sales growth and digital sales strategies, with a 13.5% increase in eBusiness sales in Q2 2025, shares up 29.5% in six months [24] - **MSC Industrial (MSM)**: Expects fiscal Q4 results to be in the upper half of its guidance range, with shares gaining 29.2% in the past six months [27]

Jumia Technologies CEO Francis Dufay said the global trade war is benefiting Africa’s biggest e-commerce company by increasing its access to Chinese goods https://t.co/6ytQ0ZraCB ...

Tabi partners with Hoobuy, a leading global cross-border shopping platform.With over 6M+ users, Hoobuy covers popular shopping regions like Japan, Korea, Southeast Asia, Europe, and the Americas.Hoobuy will integrate @TabiPayHQ , enabling millions of users to shop smoothly using cryptocurrency.A new era of Web3-powered e-commerce is here. ...

A tariff exemption on low-value shipments from abroad ended after midnight on Friday, prompting e-commerce platforms like eBay and Etsy and shipping services like DHL and UPS to lay out new guidelines for U.S. online shoppers. https://t.co/HtNJOv13wZ https://t.co/epYmboNRWT ...