Industry Overview - The Zacks Computer – Integrated Systems industry is recovering from supply chain bottlenecks, rising inflation, higher interest rates, and delays in customer acceptance of new products, leading to significant order backlogs [1] - Companies in this industry are investing in data modernization, cybersecurity, remote work enablement, and supply chain modernization to accelerate digital transformation for enterprise customers [2] Industry Trends - There is a surge in demand for integrated solutions driven by investments in IoT, big data analytics, AI, and blockchain, with opportunities in business analytics, cloud computing, and security solutions [4] - The multi-cloud model is being robustly adopted by enterprises for better scalability and resource optimization, expanding the scope for industry participants [6][7] - Emerging economies are expected to play a crucial role in driving future growth as developed markets slow down [7] Challenges - Industry participants face challenges from supply constraints, softening demand for servers, and delays in customer acceptance, contributing to consistent backlog levels [8] - The ongoing semiconductor chip shortage is significantly impacting the industry, complicating the transition to cloud computing and affecting spending across datacenter systems [9] Market Performance - The Zacks Computer – Integrated Systems industry has underperformed the broader Computer and Technology sector and the S&P 500, declining 3.7% over the past year compared to the S&P 500's 20.7% return [14] - The industry is currently trading at a trailing 12-month P/S ratio of 3.69X, below the S&P 500's 5.51X and the sector's 6.85X [17] Company Highlights - **International Business Machines (IBM)**: Experiencing robust revenue growth in its software division, driven by hybrid cloud adoption and strategic acquisitions enhancing its market position [20][21] - **Advanced Micro Devices (AMD)**: Strengthening its competitive position through strategic product development and partnerships, particularly in the enterprise data center space [25][27] - **Micron Technology**: Positioned at the forefront of semiconductor evolution, focusing on high-growth segments like AI and data centers, with a strategic shift towards stable sectors [30][31] - **IonQ**: Leading in quantum computing with a global expansion strategy and significant partnerships, achieving technological milestones that validate its leadership [37][38]

全球汽车安全系统领军企业ZF LIFETEC近日宣布，其位于山东日照的OPW(One Piece Woven-OPW)一体 成型安全气囊袋项目正式启动，预计于2027年实现量产。作为继日照平织布安全气囊袋及方向盘工厂后 的核心项目，三期将专注于自研自产高端一体式安全气囊袋，尤其是满足中国新车评价规程(C-NCAP) 严苛技术标准的帘式气囊气袋，进一步巩固ZF LIFETEC在被动安全领域的领先地位。 山东省副省长宋军继，省政府副秘书长刘太广，日照市委书记李在武等领导莅临三期项目签约仪式。 ZF LIFETEC全球CEO 鲁道夫·斯塔克(Rudolf·Stark)，ZF LIFETEC亚太区负责人宋宁华博士等出席此次 活动，共同宣布OPW项目正式启动。 ZF LIFETEC全球CEO鲁道夫·斯塔克表示："中国作为全球最大新能源汽车市场，对创新安全技术的需 求尤为迫切。OPW是安全气囊技术领域标杆式的创新产品解决方案，是我们应对和赢战新能源，(半)自 动驾驶和智能座舱等行业趋势的重要产品。" ZF LIFETEC日照生产基地三期项目签约仪式 ZF LIFETEC 采用OPW技术的侧帘式安全气囊解决方案 采用OPW ...

Senseonics Holdings (SENS) came out with a quarterly loss of $0.02 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.03 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this medical technology company would post a loss of $0.03 per share when it actually produced a loss of $0.02, delivering a surprise of 33.33%.Over the last four quarters, the company has surpassed consensus EPS estimates just once.Senseonics, which b ...

Company Performance - 10x Genomics reported a quarterly loss of $0.36 per share, better than the Zacks Consensus Estimate of a loss of $0.45, and an improvement from a loss of $0.50 per share a year ago, representing an earnings surprise of 20% [1] - The company posted revenues of $154.88 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 16.24%, and up from $141.01 million in the same quarter last year [2] - Over the last four quarters, 10x Genomics has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - 10x Genomics shares have declined approximately 42.1% since the beginning of the year, compared to a decline of 4.3% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is -$0.37 on revenues of $146.51 million, and for the current fiscal year, it is -$1.47 on revenues of $609.56 million [7] Industry Outlook - The Medical Info Systems industry, to which 10x Genomics belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of 10x Genomics may be influenced by the overall industry outlook, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8]

Toast (TOST) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Michael Senno - Senior VP of Finance & Strategy, Treasury and Investor RelationsAman Narang - Co-Founder, CEO & DirectorElena Gomez - President & CFOTimothy Chiodo - Managing DirectorDarrin Peller - Managing DirectorDominic Ball - VP - Equity ResearchRayna Kumar - Managing Director - Fintech Equity ResearchAndrew Bauch - Director - Equity ResearchJeremy Sahler - Software Equity Research Conference Call Participants Stephen Shel ...

Toast (TOST) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Tamika, and I will be your conference operator today. At this time, I would like to welcome everyone to the Toast First Quarter twenty twenty five Earnings Conference Call. Today's call will be forty five minutes. I will now turn the call over to Michael Sinnell, Senior Vice President of Finance. You may begin your conference. Speaker1 Thank you, Tamika, and welcome everybody to Toast's earnings conference call f ...

Core Points - Autoliv, Inc. held its 2025 Annual General Meeting of Stockholders on May 8, 2025, where several key proposals were approved [1] - Jan Carlson continues to serve as the Chairman of the Board [2] - The company reported sales of $10.4 billion in 2024 and operates in 25 countries with 65,000 employees [4] Board and Committees - The following directors were elected for a one-year term ending at the 2026 AGM: Mikael Bratt, Laurie Brlas, Jan Carlson, Leif Johansson, Adriana Karaboutis, Franz-Josef Kortüm, Frédéric Lissalde, Xiaozhi Liu, Gustav Lundgren, Martin Lundstedt, and Thaddeus "Ted" Senko [5] - The Audit and Risk Committee is chaired by Ted Senko, with members Laurie Brlas, Adriana Karaboutis, and Gustav Lundgren [5] - The Leadership Development and Compensation Committee is chaired by Frédéric Lissalde, with members Leif Johansson, Xiaozhi Liu, and Martin Lundstedt [5] - The Nominating and Corporate Governance Committee is chaired by Leif Johansson, with members Laurie Brlas, Franz-Josef Kortüm, and Frédéric Lissalde [5] Company Overview - Autoliv is the worldwide leader in automotive safety systems, developing products such as airbags, seatbelts, and mobility safety solutions [3][4] - In 2024, Autoliv's products saved nearly 37,000 lives and reduced over 600,000 injuries [3]

Solventum (SOLV) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Amy Wakeham - Senior Vice President of Investor Relations & External Finance CommunicationsBryan Hanson - CEOWayde McMillan - Chief Financial OfficerPatrick Wood - Managing DirectorDavid Roman - Managing DirectorTravis Steed - Managing Director - Equity Research Conference Call Participants Rick Wise - AnalystJason Bednar - Senior Research AnalystNone - AnalystSteven Valiquette - MD & Senior Equity Research Analyst - Coveri ...

Solventum (SOLV) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good afternoon. My name is Amy, and I will be your conference call operator for today. I would like to welcome everyone to the Solventum First Quarter twenty twenty five Earnings Call. As a reminder, this call is being recorded and all lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to turn the program over to your host ...

Alarm.com (ALRM) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 and thank you for standing by. Welcome to Alarm.com's First Quarter 20 20 5 Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised today's conference is being recorded. I would now like to hand the conference over to your speaker today, Matthew Zartman, Vice President of Investor Relations. Please go ahead. Spea ...