Core Insights - Unisys has launched three new cloud AI solutions aimed at enhancing operational efficiency and decision-making processes for organizations [1][2] - The solutions include Cloud AI Foundation, Cloud AI Enablement, and Cloud AI Customer Experience, each designed to integrate AI into core operations and maximize resource utilization [1][5] Group 1: Solution Capabilities - Cloud AI Foundation offers a secure and scalable infrastructure for implementing AI initiatives across enterprises, enhancing productivity and resource optimization [5] - Cloud AI Enablement integrates AI into existing systems, improving workflows and decision-making by transforming isolated AI models into enterprise-grade tools [5] - Cloud AI Customer Experience leverages customer journey analytics and conversational AI to deliver hyper-personalized interactions, setting new standards for customer experience [5] Group 2: Strategic Importance - The new cloud AI solutions are designed to be scalable and flexible, addressing the competitive needs of modern enterprises [2] - Unisys aims to adapt these solutions across various sectors, modernizing industry-specific processes such as financial modeling and regulatory compliance [3] - Future expansions of the cloud AI solutions will include agentic AI capabilities, enhancing autonomous decision-making and proactive problem-solving for organizations [3]

Investment Rating - The investment rating for the industry is "Positive" and is maintained [9] Core Insights - The industry revenue for 2024 is expected to see a slight increase, with a growth rate at a historical low. The total revenue is projected to reach 699.88 billion yuan, a year-on-year increase of 0.9%, significantly lower than the compound annual growth rate of 5.8% from 2020 to 2023 [4][19] - In 2025 Q1, the industry revenue continues to grow with a recovery in growth rate, totaling 139.29 billion yuan, a year-on-year increase of 4.5% [5][55] - The profit margin is under pressure due to weak demand, with the gross margin for 2024 at 32.3%, down 1.1 percentage points year-on-year. The net profit attributable to the parent company is projected to be -140 million yuan, a year-on-year decline of 101% [4][21] - The AI sector continues to show strong demand, while the government sector (G-end) is under pressure but shows initial signs of recovery in 2025 Q1. The B-end demand remains stable [6][78] Summary by Sections 2024 Annual Report Overview - The total revenue for the computer industry in 2024 is expected to be 699.88 billion yuan, with a growth rate of 0.9% year-on-year, indicating a significant slowdown compared to previous years [4][19] - The gross margin is projected to decline to 32.3%, reflecting increased competition and pressure on pricing [21] - The net profit attributable to the parent company is expected to be -140 million yuan, indicating a severe decline in profitability [21] 2025 Q1 Report Overview - The total revenue for 2025 Q1 is projected to be 139.29 billion yuan, with a year-on-year growth of 4.5% [5][55] - The gross margin for 2025 Q1 is expected to be 31.2%, down 1.1 percentage points year-on-year, indicating ongoing pressure on profitability [59] - The net profit attributable to the parent company is expected to improve to -470 million yuan, a year-on-year improvement of 80.9% [59][61] Industry Segmentation - The AI sector continues to experience high demand, with revenue growth in IT services, data processing, and artificial intelligence expected to persist [6][78] - The government sector shows initial signs of recovery in 2025 Q1, although it faced negative growth in 2024 [6][78] - The B-end demand remains stable, with certain sectors benefiting from policy support and industrial transformation [6][78] Investment Recommendations - Focus on sectors expected to see early improvements, including cloud infrastructure, domestic computing power, AI agents, and domestic innovation [7]

南都讯 记者何思敏 日前，宝安区教育局举行宝安教育数字化转型"1+3"体系成果发布活动。现场，宝安区教育数 字化转型"宝教通"平台正式启动，将全力构建深度赋能的智慧教育新生态。 近年来，改革创新成为宝安教育弯道超车、高质量发展的奋斗共识和重要抓手，拥抱教育数字化的时代浪潮，宝 安区将2024年确定为"宝安教育数字化转型元年"，全面启动了宝安教育数字化转型基础网络、基础平台、基础应 用三大筑基工程，高质量编制了《宝安区教育数字化转型高质量发展规划（2025-2027年）》，形成"1+3+7+21"的 发展框架，明确了宝安教育数字化转型路线图、任务单和时间表。 经过与北京师范大学等一流高等院校、研究机构及华为、腾讯等头部企业合作，宝安教育构建了以"宝教通"智慧 平台为统领，贯通"基础网络、基础平台、云端学校"三大工程的"1+3"体系，形成数智赋能人才培养、融合教学、 支撑评价的"智能+"数字化教育新生态。 宝安教育数字化转型"先手棋"与国家发展战略同频共振。"宝教通"前瞻布局，高度契合教育部等九部门《关于加 快推进教育数字化的意见》要求共计18条，近80%内容，平台能力均能实现。15项全国首创率先，洞见宝安教育 ...

Investment Rating - The report maintains a "Recommended" rating for the company [6] Core Viewpoints - The company achieved stable growth in revenue and profit in Q1 2025, with operating income of 2.001 billion yuan, a year-on-year increase of 0.36%, and a net profit attributable to shareholders of 50 million yuan, up 6.41% year-on-year [1] - The company is focused on building a digital application matrix to assist clients in their digital transformation, developing various smart application software products across multiple industries [2] - The company is enhancing its capabilities in key industries, particularly in financial technology and artificial intelligence, to provide comprehensive solutions and maintain a leading position in the industry [3] Financial Forecasts - The company is projected to achieve operating revenues of 12.052 billion yuan, 13.302 billion yuan, and 14.895 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding net profits of 626 million yuan, 690 million yuan, and 794 million yuan [4][5] - Earnings per share (EPS) are expected to be 0.91 yuan, 1.00 yuan, and 1.16 yuan for the years 2025, 2026, and 2027, with price-to-earnings (PE) ratios of 26, 24, and 21 respectively [5][4]

Investment Rating - The report maintains a positive investment rating for the computer industry, particularly highlighting the potential in AI-related companies [7]. Core Insights - The computer industry is experiencing revenue pressure, but a profit turning point has been observed. The overall revenue growth rate for the computer sector is expected to decline in 2024, with a notable recovery in profits in the first quarter of 2025 [5][11]. - In 2024, the computer sector is projected to achieve total operating revenue of CNY 12,614.80 billion, a year-on-year decrease of 1.65%. The net profit attributable to shareholders is expected to be CNY 294.24 billion, down 9.39% year-on-year [11][14]. - The first quarter of 2025 shows signs of recovery, with operating revenue reaching CNY 2,862.17 billion, an increase of 2.56% year-on-year, and net profit attributable to shareholders rising by 6.05% to CNY 58.79 billion [11][12]. Summary by Sections Market Review - During the week of April 28 to May 2, the CSI 300 index fell by 0.43%, while the computer sector (CITIC) rose by 2.66%. The top five gainers included companies like Chuangyi Information and Lingzhi Software, while the biggest losers included Dongfangtong and Quanzhi Technology [3][59]. Industry News - The report highlights significant developments in the AI sector, with companies like Yaxin Security and Cloud Sky Flying-U showing impressive revenue growth rates exceeding 40% in 2024, driven by AI-related business [14][16]. - The software industry reported a total profit of CNY 3,726 billion in the first quarter, reflecting a year-on-year growth of 11.6% [55]. Company Dynamics - Notable company announcements include Keda Guokong's termination of share reduction plans and adjustments in stock repurchase prices by Zhongcheng Technology, indicating stable governance and compliance with regulations [4][56][57]. Financial Performance Overview - The computer sector's financial performance shows a median revenue growth rate of -1.65% for 2024, compared to a median growth rate of 1.51% for all A-shares. The median net profit growth rate for the computer sector is -9.39%, while the overall A-share market shows a median of -2.44% [17][18]. - The report indicates that the computer sector's gross profit margin is projected to be 37.12% in 2024, a decrease of 1.72 percentage points year-on-year, while the net profit margin is expected to be -16.58% [36]. Investment Recommendations - The report suggests continued focus on AI-related sectors, as they are expected to outperform in the challenging macroeconomic environment of 2024, with signs of recovery in profits in early 2025 [5][51].

Core Insights - International Business Digital Technology (01782) reported a total revenue of 110 million yuan for the fiscal year 2024, representing a year-on-year decline of 15.03% [3] - The company incurred a net loss attributable to shareholders of 75.068 million yuan, compared to a loss of 47.155 million yuan in the previous year [3] - The net cash flow from operating activities was -38.278 million yuan, worsening from -26.771 million yuan in the previous year [3] - The basic earnings per share were -0.0985 yuan, with a weighted average return on equity of -36.4%, a decrease of 18.82 percentage points from the previous year [3][22] - As of April 24, the price-to-book ratio (TTM) was approximately 23.9 times, and the price-to-sales ratio (TTM) was about 37.8 times [3] Financial Performance - Total revenue composition for 2024 included: - Sales of embedded hardware and standard APM software: 2.5 million yuan - Technical services: 21.2 million yuan - Software development services: 41.9 million yuan - Overall APM system solutions: 38.4 million yuan [15] - The company experienced a decline in revenue and net profit growth rates over the years, with significant losses reported in 2024 [14][15] Cash Flow and Assets - The net cash flow from operating activities decreased by 11.507 million yuan year-on-year [26] - As of the end of 2024, cash and cash equivalents decreased by 39.08%, while intangible assets dropped by 79.68% [38] - Prepaid accounts increased by 23.16%, and inventory rose by 79.45% [38] Liabilities and Ratios - Significant changes in liabilities included a 33.76% increase in accounts payable and a 3644.44% increase in lease liabilities [41] - The current ratio was reported at 4.67, and the quick ratio was 4.41 [45] - The company's asset-liability ratio showed a trend of fluctuation over the years, with the latest figures indicating a decrease compared to industry averages [42]

As filed with the U.S. Securities and Exchange Commission on May 2, 2025. Registration No. 333-[ ] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 THE GROWHUB LIMITED (Exact Name of Registrant as Specified in its Charter) Not Applicable (Translation of Registrant's Name into English) | Cayman Islands | | --- | (State or other jurisdiction of incorporation or organization) Cayman Islands 7374 Not Applicable (Primary Stan ...

Q2FY25 Financial Performance - F5's Q2FY25 revenue reached $731 million, a 7% increase year-over-year[8] - Product revenue grew by 12% year-over-year[12] - Systems revenue increased significantly by 27% year-over-year[13] - Non-GAAP EPS grew by 18% year-over-year[14] - Q2FY25 GAAP EPS was $2.48, compared to $2.00 in Q2FY24[8] - Q2FY25 Non-GAAP EPS was $3.42, compared to $2.91 in Q2FY24[9] Revenue Breakdown - Software revenue accounted for 27% of total revenue in Q2FY25[51] - Subscription software constituted 87% of the total software revenue in Q2FY25[54, 55] - Recurring revenue (subscription, SaaS & managed services, and maintenance) accounted for 72% of total revenue, amounting to $525 million[60] Geographic Performance - The Americas contributed 54% of the revenue, with a 3% year-over-year growth[62] - EMEA accounted for 29% of the revenue, showing a 20% year-over-year growth[62] - APAC contributed 17% of the revenue, with a 3% year-over-year growth[62] FY25 Outlook - F5 is raising its FY25 total revenue growth outlook to 6.5% to 7.5% year-over-year[16] - The company is also raising its FY25 Non-GAAP EPS growth outlook to 8% to 10% year-over-year[16]

Financial Performance - The company's market capitalization is approximately $570 million as of April 30, 2025 [5] - Total revenue for the trailing twelve months (TTM) is $242 million [5, 9] - The company has $105 million in cash and equivalents [5, 31] - Q1 2025 revenue was $63 million, a decrease of 2% year-over-year [26, 27, 35] - Q1 2025 subscription revenue grew by 9% to $44 million [28, 29] - Annual Recurring Revenue (ARR) grew by 9% to $168 million [5, 30, 31, 40] - Net Recurring Revenue (NRR) is at 107% [5, 31] - Adjusted EBITDA for Q1 2025 was $23 million, representing a 36% margin [31] - Non-GAAP EPS for Q1 2025 was $0.45 [31] - The company paid a quarterly cash dividend of $0.12 per share in Q1 2025 [31] Business Segments - Security Solutions accounted for $180 million (74%) of the total revenue [9] - Digital Agreements contributed $62 million (26%) to the total revenue [9] - Security Solutions subscription revenue grew by 5% [15] - Digital Agreements revenue grew by 16% [20]

OneSpan (OSPN) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 thank you for standing by. Welcome to the Q1 twenty twenty five OneSpan 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 that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Joe Maxa, Vice President of Investor Relations. Please go ahead. Speake ...