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Dynatrace (DT) Q4 Earnings and Revenues Surpass Estimates
ZACKS· 2025-05-14 12:45
Dynatrace (DT) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.30 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10%. A quarter ago, it was expected that this software intellegence company would post earnings of $0.33 per share when it actually produced earnings of $0.37, delivering a surprise of 12.12%.Over the last four quarters, t ...
C3.ai, Inc. (AI) Stock Declines While Market Improves: Some Information for Investors
ZACKS· 2025-05-13 22:50
C3.ai, Inc. (AI) closed the most recent trading day at $23.99, moving -0.87% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 0.73%. At the same time, the Dow lost 0.64%, and the tech-heavy Nasdaq gained 1.61%.The the stock of company has risen by 20.64% in the past month, leading the Computer and Technology sector's gain of 11.93% and the S&P 500's gain of 9.07%.Investors will be eagerly watching for the performance of C3.ai, Inc. in its upcoming earnings disc ...
计算机2024年报和2025一季报总结:行业拐点或已显现,迎接AI时代晨曦
Guohai Securities· 2025-05-12 09:04
证券研究报告 2025年05月12日 计算机 行业拐点或已显现,迎接AI时代晨曦 ——计算机2024年报和2025一季报总结 评级:推荐(维持) 刘熹(证券分析师) S0350523040001 liux10@ghzq.com.cn 最近一年走势 相关报告 -26% -9% 8% 24% 41% 58% 2024/05/08 2024/07/08 2024/09/08 2024/11/08 2025/01/08 2025/03/08 2025/05/08 计算机 沪深300 《计算机行业深度:大模型研究框架(2025)——"大模型"系列(5)(推 荐)*计算机*刘熹》——2025-04-21 《计算机"人工智能"系列专题:AutoGLM沉思: DeepResearch+Operator,开启智能体新阶段(推荐)*计算机*刘熹》— —2025-04-17 《计算机行业深度报告:关税对自主可控的影响拆解——计算机"自主可控" 系列报告(3)(推荐)*计算机*刘熹》——2025-04-11 相对沪深300表现 | 表现 | 1M | 3M | 12M | | --- | --- | --- | --- | | 计算 ...
计算机行业周报:鸿蒙PC发布,强化1+N布局
Tai Ping Yang· 2025-05-12 04:30
计算机 计算机行业周报(20250506-20250511): 鸿蒙 PC 发布,强化 1+N 布局 ◼ 走势比较 (20%) (2%) 16% 34% 52% 70% 24/5/13 24/7/24 24/10/4 24/12/15 25/2/25 25/5/8 ◼ 推荐公司及评级 报告摘要 行情回顾:本周(2025.5.6-2025.5.9)申万计算机行业指数上涨 1.92%,在 31 个申万一级行业中排名第 17 位。年初至本周五(5 月 9 日), 计算机行业累计上涨 4.32%,跑赢沪深 300 指数 6.57pct。 2025 年 05 月 11 日 行业周报 看好/维持 计算机 鸿蒙电脑首次亮相,搭载 HarmonyOS 5 操作系统。5 月 8 日,在深圳 举办的华为鸿蒙电脑技术与生态沟通会上,华为宣布鸿蒙电脑将于 5 月 19 日 14:30 正式发布。鸿蒙电脑历经五年布局,集结 10000 多名工程师, 联合 20 多家研究所,积累超 2700 项核心专利。鸿蒙电脑搭载了 HarmonyOS 5 操作系统,从内核开始重构操作系统。目前,鸿蒙操作系统生态设备突 破 10 亿台。鸿蒙操作系统注 ...
TaskUs (TASK) Tops Q1 Earnings and Revenue Estimates
ZACKS· 2025-05-09 14:55
TaskUs (TASK) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.30 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.75%. A quarter ago, it was expected that this provider of outsourced digital services would post earnings of $0.34 per share when it actually produced earnings of $0.31, delivering a surprise of -8.82%.Over the last four ...
联想中国区总裁刘军:超级智能体达L3协作水平 企业工作流30%将AI化
Feng Huang Wang· 2025-05-09 11:18
"在中国市场,联想每年需要处理3000万项服务请求。其中70%无需人工介入,剩余30%服务电话的平 均处理时长压缩到1.5分钟。"技术创新带来服务质变的关键在于知识库的深度应用,"当客户报出故障 时,系统会立即基于历史大数据生成分级解决方案:70%概率对应方案A、20%概率对应方案B,整个 过程都有人工智能辅助完成。" 这种"硅基替代碳基"的变革正在全价值链展开。"今年我们设定了明确替代目标:将30%的工作流程改 由机器人完成。"作为国内首个全链条AI转型实践者,联想已沉淀出可复制的赋能模式。"目前形成三大 解决方案和两项专业服务,涵盖直接技术输出与AI转型咨询,可以说我们是国内最领先的AI服务提供 商。" 该系统的技术架构构建于端-边-云融合体系之上,在可信计算环境下创新性推出"联想个人云"解决方 案。"用户所有设备均能嵌入统一智能核心,实现全维度实时数据采集。"刘军特别强调,该方案兼容非 联想产品,"这意味着联想正在构建开放式的智能体生态系统。" 不同于消费端的技术跃进,企业级智能转型呈现出更具实验性的特征。"我们采用创新性的'自我实验'策 略——先用联想擎天智能IT引擎改造自己的业务体系。"刘军给出具象 ...
旧款华为电脑不支持升级鸿蒙电脑
Guan Cha Zhe Wang· 2025-05-09 02:49
Core Viewpoint - Huawei's HarmonyOS computer was officially unveiled on May 8, featuring a fully self-developed software and hardware architecture, distinct from previous domestic Linux desktop operating systems [1][3]. Group 1: Product Features and Compatibility - HarmonyOS computers cannot upgrade existing Windows computers; users must purchase new products after the official release on May 19 [3]. - The architecture and kernel of Windows and HarmonyOS are fundamentally different, preventing compatibility [3]. - HarmonyOS computers will offer features such as full-scene capabilities, native intelligence, and native security [3]. Group 2: Ecosystem Development - Currently, over 150 dedicated computer ecosystem applications are being adapted, with over 300 integrated ecosystem applications already completed, and a target of over 2000 by the end of the year [3]. - HarmonyOS supports "one development, multi-end deployment," allowing mobile applications to be quickly adapted for computer use, with several popular apps already optimized for HarmonyOS computers [3][5]. Group 3: Market Position and Competition - Huawei's market share in the Chinese PC market is 11%, ranking second, with a 15% year-on-year increase in shipments, while the overall PC shipment volume in mainland China is projected to decline by 4% in 2024 [5]. - Lenovo leads the market with a 35% share, experiencing a 12% decline in shipments [5].
鸿蒙电脑正式亮相 产业链迎发展新机遇
Xin Hua Cai Jing· 2025-05-09 00:44
华为终端全面进入鸿蒙时代 据介绍,历经五年布局,持续构筑鸿蒙办公新体验,鸿蒙电脑搭载了HarmonyOS 5,采用鸿蒙内核,带 来精致、智能、安全、流畅、互联的体验;鸿蒙电脑从内核开始重构操作系统,构筑鸿蒙办公新体验。 这也是首个从操作系统内核开始重构的国产电脑。 华为在沟通会上部分展示了鸿蒙电脑的技术亮点。智能方面,鸿蒙电脑实现了AI能力与底层硬件、操 作系统、软件应用的融合,支持一句话完成PPT创作、从全盘文档中摘取信息并总结、撰写会议纪要、 一键进行电脑设置等AI功能。 新华财经北京5月8日电(王媛媛) 5月8日,鸿蒙电脑技术与生态沟通发布会在深圳举行,鸿蒙电脑在 此次大会正式亮相。 据悉,鸿蒙电脑搭载了HarmonyOS 5,采用鸿蒙内核,从内核开始重构操作系统,并实现了AI能力与底 层硬件、操作系统、软件应用的深度融合,构筑鸿蒙办公新体验。根据安排,鸿蒙电脑将于5月19日正 式对外发布。 分析指出,鉴于华为的市场号召力以及生态系统的强大,鸿蒙电脑的问世将为AI PC领域的国产软硬件 创新带来全新发展机会和成长土壤。 华为终端BG平板与PC产品线总裁朱懂东表示,头部150个专属应用已经启动开发,300 ...
Draganfly Inc. (DPRO) Reports Q1 Loss, Misses Revenue Estimates
ZACKS· 2025-05-08 23:20
Draganfly Inc. (DPRO) came out with a quarterly loss of $0.44 per share versus the Zacks Consensus Estimate of a loss of $0.48. This compares to loss of $0.50 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.33%. A quarter ago, it was expected that this company would post a loss of $0.65 per share when it actually produced a loss of $0.79, delivering a surprise of -21.54%.Over the last four quarters, the company has surpassed ...
SoundHound AI, Inc. (SOUN) Reports Q1 Loss, Misses Revenue Estimates
ZACKS· 2025-05-08 23:16
Core Viewpoint - SoundHound AI, Inc. reported a quarterly loss of $0.06 per share, which was better than the Zacks Consensus Estimate of a loss of $0.07, indicating a positive earnings surprise of 14.29% [1] Financial Performance - The company posted revenues of $29.13 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 3.57%, but showing significant growth from $11.59 million in the same quarter last year [2] - Over the last four quarters, SoundHound AI has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - SoundHound AI shares have declined approximately 53.8% since the beginning of the year, contrasting with the S&P 500's decline of 4.3% [3] Future Outlook - The company's earnings outlook will be crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is -$0.06 on revenues of $37 million, and for the current fiscal year, it is -$0.16 on revenues of $165.76 million [7] Industry Context - The Computers - IT Services industry, to which SoundHound AI belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]