Key Takeaways SAP's cloud revenues rose 27% in Q1, with Cloud ERP Suite accounting for 85% of total cloud sales. RISE with SAP is expanding with new tools like LeanIX, Signavio and WalkMe to boost transformation. Over 30,000 developers are advancing SAP's AI push, aiming to lift productivity 30% by end of 2025.SAP SE ((SAP) is scheduled to post results for the second quarter of 2025 on July 22.The Zacks Consensus Estimate for second-quarter earnings is pegged at $1.63 per share, implying a 38% increase fr ...

Core Insights - Dell Technologies has experienced a significant decline in employee satisfaction, with the employee net promoter score dropping to 32, a nearly 50% decrease over two years [1][4]. - The company has faced challenges such as layoffs, a return-to-office policy, and cultural shifts, which have contributed to the decline in employee satisfaction [5][7]. Employee Satisfaction Metrics - The employee net promoter score decreased from 63 to 48 last year, and further to 32 this year, indicating a troubling trend in employee sentiment [1][2]. - Despite the overall decline, the leader net promotion score remains relatively high at 76, suggesting that employees view company leadership positively [10]. Company Actions and Responses - To address the decline in employee satisfaction, the company plans to enhance communication and encourage more frequent interactions between teams and their leaders [11]. - Dell has implemented a return-to-office policy requiring employees near offices to work in person five days a week, which has been a point of contention among staff [7]. Workforce Changes - Dell has reduced its workforce by 25,000 employees over the past two years, with a recent announcement to cut an additional 6,650 jobs, representing about 5% of its global workforce [8][7]. - The company is navigating a challenging market environment, which has been described as "continuing to erode with an uncertain future" [8].

Company Performance - MicroStrategy (MSTR) closed at $451.34, down 1% from the previous trading session, underperforming the S&P 500 which gained 0.54% [1] - Over the past month, MicroStrategy's shares increased by 23.54%, outperforming the Computer and Technology sector's gain of 5.77% and the S&P 500's gain of 4.2% [1] Upcoming Earnings - The upcoming earnings report for MicroStrategy is scheduled for July 31, 2025, with an expected EPS of -$0.12, representing an 84.21% improvement from the prior-year quarter [2] - Revenue is projected to be $112.15 million, reflecting a 0.64% increase from the prior-year quarter [2] Fiscal Year Estimates - For the entire fiscal year, the Zacks Consensus Estimates predict an EPS of -$15.73 and revenue of $466.5 million, indicating changes of -134.08% and +0.66% respectively from the previous year [3] - Recent adjustments to analyst estimates are important as they reflect near-term business trends, with positive revisions indicating a favorable business outlook [3][4] Valuation Metrics - MicroStrategy's current Forward P/E ratio is 62.45, which is a premium compared to the industry average Forward P/E of 26.54 [6] - The Computer - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 33, placing it in the top 14% of over 250 industries [6] Zacks Rank - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks MicroStrategy at 3 (Hold) [5] - The consensus EPS projection for MicroStrategy has remained stagnant over the past 30 days [5]

Key Takeaways INTU has surged 19.3% in 2025, outpacing peers with strength across Consumer and Business segments. AI-driven tools and 77% subscription-based revenues are powering growth and operational efficiency. Platform synergies from TurboTax and Credit Karma are driving adoption and cross-segment revenue gains.Intuit Inc. (INTU) has delivered a solid performance in 2025, with its stock rising 19.3% year to date, outperforming the Zacks Computer – Software industry’s 17.5% appreciation. In contrast to ...

Key Takeaways CRM's Agentforce platform reached $100M in ARR and over 4,000 paid deals within two quarters of launch. One-third of Agentforce bookings in Q1 FY2026 came from customers expanding existing usage. Salesforce is boosting Agentforce with new pricing, industry templates, and expanded sales efforts.Salesforce, Inc. (CRM) is placing a big bet on Agentforce, its AI agent platform, as the next major growth engine. This new AI-driven platform provides AI-powered software programs called AI agents, wh ...

13个行业主力资金净流入。 据证券时报·数据宝统计，今日（7月17日）沪深两市主力资金净流入69.86亿元，其中创业板净流入 19.64亿元，沪深300成份股净流入50.83亿元。 行业板块方面，申万一级有25个行业上涨，国防军工、通信、电子行业涨幅居前，均超2%；医药生 物、钢铁、综合、计算机和商贸零售等行业涨幅均在1%以上。6个下跌行业中，银行行业跌幅居首，为 0.42%；交通运输、环保、公用事业、建筑装饰、房地产行业均微跌。 从资金流向来看，申万一级行业中，13个行业获主力资金净流入。计算机行业净流入金额居首，为 40.92亿元；电子、通信行业分别获净流入25.13亿元、18.6亿元；通信、国防军工、电力设备、交通运 输行业主力资金净流入均超5亿元。 18个主力资金净流出的行业中，环保行业净流出金额居首，为6.4亿元；轻工制造、汽车、医药生物和 家用电器行业净流出均超4亿元。 常山北明获主力资金大手笔抢筹 从个股来看，超80股主力资金净流入均超1亿元，其中15股净流入均超3亿元。 智谱AI概念股常山北明主力资金净流入20.1亿元，居首，净流入额创2024年11月4日以来新高。该股今 日涨停，成交额59. ...

惠普(HPQ.N) 惠普：收入持平同利润下跌对比明显，市场份额下降推动企业变革 | 投资评级： | 增持 | 主要观点： | | --- | --- | --- | | 报告日期： | 2025-7-17 |  财务表现 | | | |  业务发展 | 财务表现 2025第二财季净收入132亿美元，相比24年同期增长3.3%，环比下 降2.1%。GAAP摊薄每股收益为0.42美元，比去年同期跌31%，未能 达到预期。Non-GAAP摊薄每股净收益为0.71美元，同比下滑13%， 同样低于预期。营业利润持续下滑，本季度为79.30亿美元。归母 净利润为4.06亿美元，同比下降28.14%。 业务发展 个人系统（PS）业务收入90亿美元（占总营收68%），同比增长7% （按固定汇率计算增长8%），营业利润率为4.5%。打印业务收入 42亿美元（占比32%），同比下降4%（按固定汇率计算下降3%）， 连续多季度下滑。营业利润率为19.5% 预计 2025 年营业收入达 549.8亿美元，同比增长 2.65%；净利 润 22.91 亿美元，同比下降 17.43%。2026 年营收有望进一步增 长至599.26亿美 ...

每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 没有股票账户的投资者可关注国泰中证科创创业50ETF发起联接C（013307），国泰中证科创创业 50ETF发起联接A（013306）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 太平洋证券指出，热门概念中，东数西算、华为鸿蒙、6G等科技主题处于估值三年历史较高分 位。从盈利预期看，计算机行业2025年盈利增速预期达243.6%；电子行业盈利预期增速63.9%且小幅上 调。整体来看，科创创业50相关行业以及数字经济等方向仍具备结构性机会。 科创创业ETF ...

Company Performance - Cadence Design Systems (CDNS) closed at $314.58, reflecting a -1.09% change from the previous day, underperforming the S&P 500's gain of 0.32% [1] - Over the past month, CDNS shares appreciated by 6.37%, underperforming the Computer and Technology sector's gain of 7.22% but outperforming the S&P 500's gain of 4.51% [2] Upcoming Earnings - The company's earnings report is scheduled for July 28, 2025, with an anticipated EPS of $1.57, representing a 22.66% increase year-over-year [3] - Revenue is expected to reach $1.26 billion, indicating an 18.8% rise compared to the same quarter last year [3] - For the full year, analysts expect earnings of $6.77 per share and revenue of $5.2 billion, marking changes of +13.4% and +11.99% respectively from the previous year [4] Analyst Estimates and Rankings - Recent changes to analyst estimates for Cadence Design Systems indicate a positive outlook, reflecting analyst optimism regarding business and profitability [5] - The Zacks Rank system, which includes estimate changes, currently ranks Cadence Design Systems at 3 (Hold) [7] Valuation Metrics - Cadence Design Systems is trading at a Forward P/E ratio of 46.96, which is a premium compared to the industry average of 25.34 [8] - The company has a PEG ratio of 3.49, higher than the Computer - Software industry's average PEG ratio of 2.37 [9] Industry Context - The Computer - Software industry is part of the Computer and Technology sector, currently holding a Zacks Industry Rank of 36, placing it in the top 15% of all industries [10]

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Seagate (STX) , which belongs to the Zacks Computer - Integrated Systems industry.This electronic storage maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 7.97%.For the last reported quarter, Seagate came out with earnings of $1.9 per share versu ...