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Unisys Banks on License & Support Strength: Will the Momentum Hold?
ZACKS· 2025-06-18 14:16
Core Insights - Unisys Corporation (UIS) is increasing its focus on Licensing and Support (L&S) services, with 2025 revenue expectations raised to $410 million from $390 million due to higher client demand and longer renewals [1][9] Group 1: Revenue and Performance - The upward revision in L&S revenue is attributed to increased consumption patterns and longer-term renewals, as clients depend more on Unisys' Clear Path Forward platforms for AI adoption and data integration [2][9] - Many renewals are being executed earlier and for longer durations, indicating a stronger client commitment to data reliability and compute efficiency [3] - Approximately 65% of annual L&S revenues are expected in the second half of 2025, which is anticipated to stabilize full-year revenue and cash flow outlook [4] Group 2: Market Position and Valuation - Unisys shares have increased by 2.4% over the past three months, while the industry average rose by 3.4%, with competitors like C3.ai, Dynatrace, and Fujitsu showing higher gains [5] - UIS is currently trading at a forward 12-month price-to-sales (P/S) multiple of 0.15X, significantly below the industry average of 19.26X, suggesting an attractive investment opportunity [8] Group 3: Earnings Estimates - The Zacks Consensus Estimate for Unisys' 2025 earnings per share has been revised upward from 25 cents to 58 cents, reflecting strong analyst confidence in the stock's near-term prospects [10] - Projections indicate a 28.9% rise in earnings for Unisys in 2025, compared to growth rates of 9.8%, 13.7%, and 42.3% for competitors C3.ai, Dynatrace, and Fujitsu, respectively [12]
阿里云在欧洲上线多款AI产品
news flash· 2025-06-18 03:37
Core Insights - Alibaba Cloud has launched a series of AI-related products at its Frankfurt node, addressing the rapidly growing demand for AI applications in the local market [1] - The company has partnered with Accenture and Cainiao to introduce intelligent solutions tailored for the high-end retail and logistics sectors, further enhancing its industry expansion and ecosystem collaboration in Europe [1]
火山引擎解锁AI应用升级密码,打造智慧生活新体验
Cai Fu Zai Xian· 2025-06-18 02:42
Core Insights - The article highlights the rapid integration of AI technology into daily life, emphasizing the shift in user demand from "usable" to "practical" and "high-quality" applications of AI [1] - Companies are accelerating the incorporation of AI capabilities into their product offerings, expanding the boundaries of application scenarios to enhance user experience [1] Group 1: AI Technology Integration - The "Doubao" large model has become a common choice across various industries, with its daily token usage exceeding 16.4 trillion by May 2025, marking a 137-fold increase since its launch [1] - The collaboration between Huoshan Engine and smart terminal manufacturers is focused on expanding creative boundaries in AI creation, providing users with practical AI experiences [1] Group 2: Image Creation and Processing - The demand for high-quality photos is increasing as AI technology transforms the photography field, impacting the entire process from image creation to post-processing [2] - Huoshan Engine leverages the capabilities of the Doubao family of large models to enhance AI creative abilities in smart terminals, allowing non-professional users to achieve professional-level post-processing [2] Group 3: Product Innovations - Nubia's Z70S Ultra photographer version integrates the Doubao large model for a comprehensive AI creative service, enabling users to generate high-quality images and perform real-time style transformations [3] - Samsung's Galaxy S25 series features the "Drawing Assistant" app, which utilizes the Doubao large model to provide various image processing capabilities, creating a mobile AI image workstation [3] Group 4: Experience Enhancement - Vivo collaborates with Huoshan Engine to upgrade AI functionalities in its phones, introducing "vivo AI Time Capsule" for personalized video creation through AI-generated music and lyrics [5] - Honor builds a personalized service system using AI technology, offering features like style creation and intelligent editing to enhance user experience in image processing [6] Group 5: Market Position and Future Outlook - Huoshan Engine is projected to maintain the leading position in China's public cloud large model service usage, with a market share of 46.4% by 2024 [6] - The ongoing collaboration between Huoshan Engine and smart terminal manufacturers aims to deepen the application of large models and expand capabilities, enhancing user interaction experiences [6]
拓维信息将携“AI+鸿蒙”亮相华为开发者大会
news flash· 2025-06-18 02:10
Core Viewpoint - Huawei Developer Conference HDC2025 will be held from June 20 to 22 in Dongguan Songshan Lake, showcasing advancements in AI and HarmonyOS integration [1] Group 1 - Huawei's partner, Tuo Wei Information (002261), will present products based on "AI + HarmonyOS," including AI terminal DeepSeek integrated machine, Harmony controller, Harmony tablet, and Harmony industry PC [1] - The conference will feature the latest commercial applications in smart transportation, smart cities, and talent cultivation [1] - Tuo Wei Information will also participate in technical seminars related to the open-source HarmonyOS community [1]
Aeries Technology (AERT) Appoints Eli Mendoza as Chief Growth & Strategy Officer to Accelerate Private Equity-Focused Expansion
Newsfile· 2025-06-17 12:00
Aeries Technology (AERT) Appoints Eli Mendoza as Chief Growth & Strategy Officer to Accelerate Private Equity-Focused ExpansionFormer Siris Capital COO to lead AI-driven transformation and global scale-up for portfolio value creationJune 17, 2025 8:00 AM EDT | Source: Aeries Technology, Inc.New York, New York--(Newsfile Corp. - June 17, 2025) - Aeries Technology, Inc. (NASDAQ: AERT) ("Aeries" or the "Company"), a global leader in AI-enabled value creation, business transformation, and Global C ...
Stagwell's (NASDAQ: STGW) PRophet Expands Global Partnership with Hootsuite to Power the Future of Social and Media Intelligence through AI
Prnewswire· 2025-06-17 07:00
Core Insights - PRophet and Hootsuite have expanded their global partnership to enhance social media listening and media intelligence solutions, marking a significant milestone in their collaboration [1][3] - The integration will allow PRophet to incorporate Hootsuite's social listening capabilities into its MIND media intelligence platform, providing clients with a seamless experience across earned and social platforms [2][4] Partnership Details - The partnership includes a global go-to-market agreement to promote and deliver each other's solutions to clients, simplifying procurement and standardizing technology across the Stagwell network [1][3] - Hootsuite will advocate for PRophet as its preferred earned media solution, while PRophet will introduce Hootsuite to its customer base [4] Technology Integration - The integration aims to combine PRophet's AI-driven technology with Hootsuite's social listening capabilities, enhancing insights and data-driven storytelling for communicators [3][4] - The collaboration is expected to benefit hundreds of clients across various industries, including consumer goods, healthcare, financial services, and technology [4] Company Background - PRophet is recognized as a leading provider of media intelligence and social listening tools, with a focus on empowering communications professionals [6][8] - The company has received multiple awards, including PRovoke Media's Innovation SABRE and a Webby Award, highlighting its innovative approach in the industry [8]
火山引擎AICC机密计算平台助力联想AI安全体验升级
Cai Fu Zai Xian· 2025-06-17 06:37
在端云协同成为智能终端发展主流方向的当下,大模型服务正从传统的云上访问模式,向原机预装演 进。一方面,语音助手、AI搜索等应用对响应速度要求极高;另一方面,智能终端设备存储的大量敏 感数据,也亟需可靠的安全保障。安全,已然成为构筑优质智能体验的核心基石。 6月11日,在2025火 山引擎FORCE春季原动力大会上,联想集团执行副总裁兼中国区总裁刘军发表视频演讲,首度透露与 火山引擎针对安全领域联合打造的联想"可信计算方案",他表示该方案在为用户带来更极致体验的同 时,有效确保了用户数据在端、云之间传输和处理过程中的绝对安全,做到智能无忧,安全无虑,让用 户像信任自己一样信任AI。这是联想与火山引擎发挥各自领域技术优势的一次全新尝试,对混合式AI 安全架构的搭建具有里程碑的意义。 联想×火山引擎:共建"安全无感"的可信个人云方案 联想个人云解决方案基于火山引擎 Jeddak AICC机密计算平台打造,该方案是国内 PC 领域首个可信计 算方案,以强大的开放性和软硬适配能力、卓越的性能与强大的安全性,为用户带来前所未有的"安全 无感"智能体验。 火山引擎:为智能终端打造安全可信的 AI 服务 火山引擎不仅助力联想 ...
Lightspeed Commerce Announces Settlement Agreement for Quebec Class Action
Prnewswire· 2025-06-17 00:34
Core Viewpoint - Lightspeed Commerce Inc. has reached an agreement in principle to fully resolve proposed class action proceedings in Quebec, following the dismissal of a similar U.S. securities class action against the company, which found the allegations to lack legal basis [1][2][3]. Group 1: Settlement Details - The settlement amount is approximately $8.09 million, equivalent to C$11 million, based on an exchange rate of 0.7354 [3][4]. - The settlement is subject to approval by the Superior Court of Quebec and aims to settle all claims against the company and other defendants, with no admission of liability or wrongdoing [2][3]. Group 2: Company Transformation - The company is undergoing a transformation focused on strategic growth and aims to build a long-term profitable business for customers and shareholders [3]. - The resolution of the class action allows the company to concentrate on markets where it has a competitive advantage and to enhance customer experiences globally [3]. Group 3: Company Overview - Lightspeed operates as a unified omnichannel platform for retail and hospitality businesses in over 100 countries [1][5]. - The company provides a range of services including point of sale, e-commerce, embedded payments, inventory management, and financial services [6].
BB's Secure Comms Gains Traction: Will This Fuel a Turnaround?
ZACKS· 2025-06-16 13:56
Key Takeaways BB's Secure Comms unit posted stable revenues, improved profitability and stronger cash flow metrics. Defense budgets and hybrid work trends are boosting demand for secure, sovereign communication tools. BB warns of near-term risks from political changes in key government markets like the U.S. and Germany.BlackBerry Limited (BB) continues to shift its focus toward enterprise software and cybersecurity. Its Secure Communications revenues of $67.3 million contributed nearly 50% of total revenu ...
破解三大数据库AI难题!北大&亚马逊推出全球首个图中心RDB基础模型
量子位· 2025-06-15 04:17
Griffin团队 投稿 量子位 | 公众号 QbitAI 在企业系统和科学研究中普遍存在、结构复杂的关系型数据库(Relational DataBase, RDB)场景中,基础模型的探索仍处于早期阶段。 这是因为RDB中的多表交互和异质特征,使传统通用大模型在此类结构化环境下难以直接发挥效能。 基于此,北京大学 张牧涵团队 联合亚马逊云科技共同提出了 Griffin :一个具有开创性的、以图为中心的RDB基础模型。 Griffin将RDB视为动态异质图进行建模与推理,通过在超过1.5亿行的表格数据上进行预训练和监督微调,构建了一个具备可迁移性与强泛化 能力的基础模型,相关成果已被国际顶级会议ICML 2025正式接收。 挑战:复杂的表间关系及丰富的表内语义信息 关系数据库通过明确的模式(Schema)定义数据结构,广泛服务于金融、电商、科研、物流、政府信息系统等关键领域,是现代信息社会的 核心数字基础设施。 根据市场预测,到2028年全球数据库管理系统(DBMS)市场将超过1330亿美元。 然而,RDB智能建模所面临的挑战极为复杂,集中体现在以下三方面: 拓扑结构高度复杂 数据以多表形式存储,并通过主键外键 ...