Financial Performance - Q2 FY26 - Billings reached $1,678 million, a 36% year-over-year increase[5] - Revenue totaled $1,763 million, up 17% year-over-year[5] - GAAP operating margin was 25%, a 2 percentage point increase[5] - Non-GAAP operating margin was 39%, a 1 percentage point increase[5] - Free cash flow was $451 million, a 122% increase[5] Revenue Breakdown - Q2 FY26 - Design revenue was $1,472 million, up 17% year-over-year (18% in constant currency)[7] - Make revenue was $194 million, up 20% year-over-year (20% in constant currency)[7] - Americas revenue was $786 million, up 19% year-over-year (19% in constant currency)[7] - AECO revenue was $878 million, up 23% year-over-year (24% in constant currency)[7] FY26 Outlook - Billings are projected to be between $7,355 million and $7,445 million[9] - Revenue is projected to be between $7,025 million and $7,075 million[9] - Free cash flow is projected to be between $2,200 million and $2,275 million[9]

Uh for more on this record market day now, let's bring in Kestre Investment Management Chief Investment Officer Cara Murphy and G Squared Private Wealth Chief Investment Officer and CNBC contributor Victoria Green. Welcome to both of you. Um let's see.Uh where should we start. Cara, an everything rally is a fair description of what we've had so far. How long can it continue.>> It's a good question. I mean, and we've been able to sort of consume and digest and move beyond a lot of negative information over t ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603927证券简称：中科软 公告编号：2025-030 中科软科技股份有限公司 关于2025年半年度业绩说明会 召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、业绩说明会召开情况 中科软科技股份有限公司（以下简称"公司"）于2025年8月21日在上海证券交易所网站 （www.sse.com.cn）披露了《中科软关于召开2025年半年度业绩说明会的公告》（公告编号：2025- 026），并通过上证路演中心网站"提问预征集"栏目以及邮件方式提前征集投资者所关注的问题。 2025年8月28日13:00-14:00，公司通过上证路演中心提供的网上平台（https://roadshow.sseinfo.com/）以 网络互动方式召开了2025年半年度业绩说明会，公司董事长、总经理左春先生，董事会秘书蔡宏先生、 证券部经理郧文龙先生、财务部经理杨培兰女士及公司其他相关人员出席了本次业绩说明会，与投资者 进行了充分的沟通和交流，并就投资者普遍关注的问题进行了回 ...

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service, we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In June, I believed that SPS Commerce (NASDAQ: SPSC ) suffered from a slower pace of growth, creating a more compelling situation. Following a 25% pullback observed at the time, I was growing mo ...

Summary of Microsoft Security Conference Call Company Overview - **Company**: Microsoft - **Industry**: Cybersecurity Key Points and Arguments Microsoft Security Business - Microsoft has the largest security business globally, with a comprehensive portfolio that includes six product families: threat protection, identity management, device management, data security, and generative AI security solutions [6][7][8] Current Cybersecurity Challenges 1. **Threat Landscape**: - Unprecedented levels of cyber threats, with password attacks increasing from 4,000 per second last year to 7,000 this year, totaling 600 million attacks daily [11][12] - Attackers can infiltrate organizations in an average of 72 minutes [13] - The cybercrime economy is valued at $9.2 trillion annually, with a 5x increase in tracked unique attackers from 300 to 1,500 [13] 2. **Data Risks**: - 20% of data breaches are caused by insiders, and over 80% of leaders express concern about data security, especially with the rise of AI [14] 3. **Complexity**: - Organizations typically use over 40 security tools, leading to fragmentation and complexity in security management [15][16] Trends and Solutions - **Generative AI**: - AI is being leveraged for both enhancing security measures and protecting AI systems themselves [17] - **Consolidation and Simplification**: - The need for end-to-end protection and integration of security solutions is emphasized [17] Microsoft’s Differentiation - **Signal Processing**: - Microsoft processes 84 trillion signals daily, a tenfold increase from five years ago, providing deep threat intelligence [20][21] - **Comprehensive Portfolio**: - Microsoft offers a broad range of integrated security solutions across 50 categories, ensuring holistic protection [22][23] - **Best of Breed Solutions**: - Microsoft leads in 19 security categories, showcasing its commitment to quality and innovation [23] AI and Security - AI is transforming the threat landscape, with attackers using AI for faster and more sophisticated attacks, including phishing and identity theft [29][30] - Microsoft is focused on protecting the entire AI stack and using AI to enhance its security measures [32][33] Collaborative Ecosystem - Microsoft emphasizes collaboration within the security industry, launching agents developed by partners to enhance its security offerings [36][40] Secure Future Initiative - Launched in 2023, this initiative focuses on Zero Trust principles and aims to integrate security into every aspect of Microsoft’s operations, with 34,000 engineers dedicated to this project [41][44][46] Market Position and Shareholder Value - Security is a top priority for organizations, making it a defensible investment that directly impacts shareholder value [65][66] - Microsoft’s security innovations are expected to drive customer value and maintain a competitive edge in the market [66][67] Final Thoughts - Microsoft is actively securing 2 million applications with its Defender product and is committed to enhancing its security portfolio, particularly in the realm of generative AI [68][69] Additional Important Content - The discussion highlights the critical role of security in enabling trust and operational efficiency within organizations, emphasizing that without security, the functionality of technology is severely compromised [63][64]

A 35-year-old Microsoft software engineer has died at the company’s Silicon Valley campus https://t.co/7Qx9KPvu9y ...

It has been about a month since the last earnings report for Varonis Systems (VRNS) . Shares have added about 2.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Varonis due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Varonis Systems, Inc. before we dive into how investors and analysts have re ...

致远互联 20250828 摘要 致远互联深耕优质客户与核心伙伴，通过公司级新质计划，围绕央国企 专项及行业客户复制，强化客户价值经营，提升伙伴专营能力，创新合 作模式，推动生态赋能升级，以效益化经营确保可持续增长。 信创改造与政企智能化成为业绩增长引擎，贡献收入增量，积累高价值 客户案例及可复用解决方案。成功服务中车集团、中建集团等客户，打 造 AI 加信创融合标杆，为下半年收入转化奠定基础。 在成长型企业领域，致远互联通过 AI 赋能场景化构建增长点，围绕体验、 应用、数据、定制和技术五个维度，通过 Comi 实现 AI 能力升级，推出 智能办公 agent，降低企业智能化改造门槛，新增陕汽控股等优质客户。 政务业务合同及信创产品合同实现同比增长，成为营销板块重要支撑。 推出 AI 加数字机关整体解决方案及新一代政务智能体产品家族，为党政 智能化升级提供全场景支撑，如湖南省公安厅案例。 2025 年上半年，公司深化平台加生态战略，推出 AI 风潮计划，优化产 品 AI 能力与联合运营机制，系统赋能专有伙伴提升专业能力；A6 启航 版 2.0 迭代升级，满足中小市场低成本易部署需求。 Q&A 2025 年上 ...

Microsoft said Thursday it fired two employees after an anti-Israel group broke into President Brad Smith’s office to protest the software firm’s alleged ties to the war in Gaza.A group of seven current and former staffers on Tuesday burst into Smith’s office, located in Redmond, Wash., and demanded the company end its support of Israel – following reports that its software was used by the military as part of its invasion of Gaza. 6 Staffers burst into the office and blocked others from entering. No Azure ...

智通财经APP获悉，周四，美股AI应用软件股盘初走强，Snowflake(SNOW.US)绩后大涨近15%， Datadog(DDOG.US)涨近5%，MongoDB(MDB.US)涨超4%，Applovin(APP.US)涨超3%。消息面上， Snowflake第二季度业绩表现强劲，其人工智能数据云业务发展势头良好。该公司公布的第二季度净亏 损为 2.98 亿美元，每股亏损 89 美分;营收为 11.44 亿美元，较去年同期增长 32%，分析师预期为 10.9 亿美元。非GAAP每股收益为 35 美分，分析师预期为27美分。 与此同时，此前该公司给出了乐观的业绩展望，成功消除了人们对于软件供应商会因经济放缓以及新的 人工智能公司抢占业务而遭受冲击的担忧。 ...