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Johnson & Johnson Launches VIRTUGUIDE™ AI-Powered Patient-Matched Lapidus System in U.S. to Reduce Complexity in Bunion Surgery for Millions
Prnewswire· 2025-07-29 12:03
Early VIRTUGUIDE™ surgeons report a 30-minute reduction in surgical time versus traditional treatment1,2,*,**WEST CHESTER, Penn., July 29, 2025 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) – Johnson & Johnson MedTech, a global leader in orthopaedic technologies and solutions, today announced the launch of the VIRTUGUIDE™ System. This AI-powered, patient-matched solution is designed to support Lapidus procedures2, a type of bunion surgery that helps realign the foot by joining two bones near the arch (the f ...
X @Forbes
Forbes· 2025-07-29 12:00
The Prototype: Bringing Advanced Semiconductor Manufacturing Back To The U.S. https://t.co/kcCyOc6tRp https://t.co/kcCyOc6tRp ...
Alkermes(ALKS) - 2025 Q2 - Earnings Call Presentation
2025-07-29 12:00
Second Quarter 2025 Financial Results & Business Update July 29, 2025 Forward-Looking Statements and Non-GAAP Financial Information Certain statements set forth in this presentation constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including, but not limited to, statements concerning: Alkermes plc's (the "Company") expectations with respect to its current and future financial, commercial and operating performance, business plans o ...
Incyte(INCY) - 2025 Q2 - Earnings Call Presentation
2025-07-29 12:00
2025 Second Quarter Financial and Corporate Update July 29, 2025 Second Quarter 2025 Earnings Call Agenda Introduction Greg Shertzer Investor Relations R&D Update Pablo Cagnoni Head of Research & Development Commercial & Financial Results Christiana Stamoulis Chief Financial Officer Opening Remarks Bill Meury Chief Executive Officer Available for Q&A Matteo Trotta EVP, Head of U.S. Dermatology Mohamed Issa EVP, Head of U.S. Oncology Steven Stein Chief Medical Officer Closing Remarks Bill Meury Chief Executi ...
PayPal(PYPL) - 2025 Q2 - Earnings Call Presentation
2025-07-29 12:00
Financial Performance - PayPal's total payment volume (TPV) reached $443547 million, a 6% increase year-over-year (5% FXN)[33] - Revenue increased to $8288 million, up 5% year-over-year (5% FXN)[33] - Transaction margin dollars (TM$) grew by 7% to $3844 million[33] - TM$ excluding interest on customer balances increased by 8% to $3526 million[33] - Non-GAAP EPS increased by 18% to $140[33] Strategic Growth Drivers - Branded experiences TPV grew by 8%[10, 39] - Venmo TPV experienced growth exceeding 45%[11] - Venmo revenue grew over 20%[10, 14] - Global branded checkout traffic on the new checkout experience reached mid-teens % [10, 11] Account Metrics - Active accounts increased by 2% to 438 million[35] - Monthly active accounts (MAA) also increased by 2% to 226 million[35]
Spotify(SPOT) - 2025 Q2 - Earnings Call Presentation
2025-07-29 12:00
Our business delivered healthy results in Q2, led by MAU and Subscriber outperformance, Y/Y profitability improvement and strong Free Cash Flow* generation. The business added 18 million MAU in Q2 vs. guidance for 11 million, while Subscriber net additions of 8 million exceeded guidance by 3 million. Revenue grew 15% Y/Y on a constant currency* basis reflecting Premium and Ad-Supported growth. Outsized currency movements during the quarter impacted reported Revenue by €104 million vs. guidance. Gross Margin ...
Bandwidth(BAND) - 2025 Q2 - Earnings Call Presentation
2025-07-29 12:00
Financial Performance - Total revenue reached $758 million[12], with cloud communications revenue accounting for $552 million[12] - Cloud communications revenue experienced a year-over-year growth of 10%[12] - Adjusted EBITDA grew by 36% year-over-year, reaching $91 million[12] - Free cash flow increased by 26% year-over-year, totaling $57 million[12] Revenue Growth - Total revenue grew by 15% year-over-year[12] - 2Q25 total revenue growth was 9% year-over-year, normalized for campaign messaging revenue[19, 21] - 2Q25 cloud communications revenue growth was 8% year-over-year, normalized for campaign messaging revenue[19, 21] Customer Metrics - The company maintained strong customer loyalty, with a top 20 customer median tenure of 11 years[16] - Net Retention Rate was 112%[16, 38] - Average annual customer revenue increased by 16% year-over-year[38] Gross Margin and EBITDA - Non-GAAP gross margin expanded, reaching 59% in the first half of 2025[24] - 2Q25 Adjusted EBITDA grew by 17% year-over-year[28] - 2Q25 Adjusted EBITDA margin was 16%[28] Future Outlook - The company raised its full-year 2025 EBITDA guidance[42] - The company expects approximately 10% total revenue growth year-over-year for 2025, normalized for political campaign revenue[42, 43, 44, 46]
Celestica(CLS) - 2025 Q2 - Earnings Call Presentation
2025-07-29 12:00
Second Quarter 2025 Financial Results July 29, 2025 1 Cautionary Note Regarding Forward-Looking Statements Forward-looking statements are not guarantees of future performance and are subject to risks that could cause actual results to differ materially from those expressed or implied in such forward-looking statements, including, among others, risks related to: customer and segment concentration; reduction in customer revenue; erosion in customer market competitiveness; changing revenue mix and margins; unc ...
Hoth Therapeutics Announces Engagement with ICON and Expansion of Phase II Clinical Trial for HT-001 in Europe
Prnewswire· 2025-07-29 11:58
Core Viewpoint - Hoth Therapeutics, Inc. is expanding its Phase II clinical trial for HT-001, targeting cancer patients with skin toxicities related to Epidermal Growth Factor Receptor Inhibitors (EGFRi) in the European Union [1][2][3] Group 1: Clinical Trial Expansion - The company is engaging with ICON Clinical Research Limited to broaden its Phase II clinical trial in EU countries [1][2] - Additional regulatory approval for the trial is anticipated from potentially three EU countries in the coming months [2] - The trial is currently enrolling patients at multiple sites in the United States, focusing on the efficacy, safety, and tolerability of topical HT-001 [2] Group 2: Strategic Goals - The CEO of Hoth Therapeutics expressed satisfaction with the partnership with ICON, highlighting their experience in clinical trial management and interest in novel therapies [3] - Expanding clinical sites in the EU aims to complete enrollment for the Phase II trial and lays the groundwork for a future global Phase III trial [3] Group 3: Company Overview - Hoth Therapeutics is a clinical-stage biopharmaceutical company focused on developing innovative treatments to enhance patient quality of life [4] - The company collaborates with scientists, clinicians, and key opinion leaders to explore therapeutics with significant potential [4]
微软据悉就长期获取OpenAI技术展开深入谈判,协议或数周内达成
Hua Er Jie Jian Wen· 2025-07-29 11:53
市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 风险提示及免责条款 微软正与OpenAI展开深入谈判,以达成一项使其能够持续获取关键OpenAI技术的协议。据两位知情人 士透露,两家公司已经讨论了将允许微软使用OpenAI最新模型和相关技术的新条款,即使OpenAI认为 其已达成开发更强大人工智能,即"通用人工智能"(AGI)的目标。根据现有合同,OpenAI达到AGI水平 被视为一个关键里程碑,届时微软将失去对OpenAI技术的部分权利。谈判人员定期会面,协议可能在 几周内敲定。OpenAI首席执行官Sam Altman与微软首席执行官Satya Nadella本月早些时候在爱达荷州太 阳谷举行的Allen & Co.会议上讨论了相关事宜。(彭博) ...