Record Revenues and Income from Operations; Application Filed to Commence Normal Course Issuer Bid; CFO Transition Plan Outlined for Next Fiscal Year WATERLOO, Ontario and ATLANTA, Dec. 03, 2025 (GLOBE NEWSWIRE) -- The Descartes Systems Group Inc. (TSX:DSG) (Nasdaq:DSGX) announced its financial results for its fiscal 2026 third quarter (Q3FY26). All financial results referenced are in United States (US) currency and, unless otherwise indicated, are determined in accordance with US Generally Accepted Account ...

Market Analysis by covering: Gold Spot US Dollar, Silver Spot US Dollar, Dow Jones Industrial Average, Microsoft Corporation. Read 's Market Analysis on Investing.com ...

Summary of Toast's Conference Call Company Overview - **Company**: Toast - **Industry**: Restaurant technology and payment solutions Key Highlights - **2025 Performance**: - Recurring gross profit is projected to grow by **32%** with a **33% margin** [3][4] - Achieved a significant milestone of crossing **$2 billion** in revenue [4] - Adjusted EBITDA margins expanded by over **600 basis points** [3] - **Market Expansion**: - Focus on penetrating core Total Addressable Market (TAM) and expanding into new TAMs, including enterprise, international, and food and beverage retail [5][7] - Successful launch in Australia and significant deals won [5][6] - **Emerging Businesses**: - Achieved over **$100 million** in Annual Recurring Revenue (ARR) from emerging businesses [5] - Different Average Revenue Per User (ARPU) profiles expected across new segments, with gradual expansion anticipated [10][11] Financial Metrics - **Net Location Adds**: - U.S. SMB net adds expected to remain stable in 2025 and 2026, despite potential tapering as the base grows [12][13] - Core business still has significant growth runway [14] - **SaaS ARR per Location**: - Expected to remain in the mid-single digits, with core ARPU growing faster than total ARPU [19][20] - **Gross Payment Volume (GPV)**: - Trends remain stable, with gradual impacts from new segments [21] - **Net Payments Take Rate**: - Increased year-over-year due to cost optimization, targeted pricing, and innovation in digital products [22][24] 2026 Outlook - **Growth Projections**: - Recurring gross profit growth expected to exceed **20%** with margins flat to slightly up [26][27] - Investments focused on both core and new TAMs, with a disciplined capital approach [30][32] - **Sales and Rep Capacity**: - Increased investment in sales rep capacity to drive growth in both core and emerging businesses [33][36] Product Innovations - **Toast IQ**: - New AI-driven product designed to assist restaurant operators with insights and performance management [41][42] - **Partnerships**: - Strategic partnerships with American Express and Uber aimed at enhancing customer experience and integration [44][46] Competitive Landscape - **Market Share Goals**: - Aim to double market share in the core business, with strong execution and win rates observed [15][17] - **Enterprise Payments Attach**: - Most enterprise customers are adopting payments as part of the overall platform, with ongoing opportunities for growth [47][48] Miscellaneous - **Visa/Mastercard Settlement**: - Potential long-term impact on interchange rates, but not expected to be material for Toast [51][52] This summary encapsulates the key points discussed during the conference call, highlighting Toast's performance, strategic initiatives, and outlook for the future.

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned -0.88% (net) during the third quarter, underperforming the benchmark, the Russell 1000 Growth Index. Even though the portfolio has significant exposure to AI, its underweight to the most speculative momentum-driven parts of the trade was a headwind to performance. In addition, please check the fund’s t ...

Core Insights - ESW has launched Copilot Orbit™, a managed service program aimed at helping small and mid-sized businesses implement AI agents and workflows across their operations [2][4] - The program addresses the challenge of moving from proof-of-concept AI tools to full-scale automation by providing governance, data grounding, security, and workflow orchestration in a repeatable monthly delivery model [3][4] Service Offerings - Copilot Orbit includes governance, security, and permission oversight to ensure safe AI operations, along with integration with core platforms like SharePoint, Teams, and SQL [4] - The service provides ongoing development of agents and automation, including prompt design and testing, with a focus on delivering new agents or workflows monthly [4][6] - Continuous tuning and user enablement are part of the service to ensure sustained business value from the AI agents over time [4] Target Market - The service is particularly beneficial for small and mid-sized companies that often lack the resources for managing data posture, security, and compliance, which are crucial for reliable AI operations [7] - Copilot Orbit offers enterprise-grade AI automation to smaller organizations through a manageable monthly model, bridging the gap in resources [7] Real-World Applications - The accompanying blog post highlights practical use cases for Copilot-based automation, including invoice-to-payment workflows, HR onboarding, sales proposal generation, and IT help-desk automation [8] Flexible Plans - Copilot Orbit is available in tiered plans tailored for small to mid-sized enterprises, providing predictable operational automation without the need for an in-house AI team [6]

格隆汇12月3日丨浩瀚深度(688292.SH)在投资者互动平台表示，公司在运营商部署的网络可视化系统连 续多年参与了国家重大事件网络保障工作，经受了实战验证。浩瀚深度的技术可以应用或已经应用于您 提到的部分领域。例如：在智能汽车与智能交通领域，公司已经为多个车路云一体化自动驾驶示范区提 供安全监测管理以及身份认证系统，并在多家车企提供汽车信息安全监测与运营管理系统，为高端品牌 外资车企提供汽车v2x身份认证运营服务；另外基于智能化技术在车路云一体化示范区提供交通安全智 能体，解决交通异常分析与态势预测等问题；同时，公司提供的"车路云一体化"安全解决方案，包括交 通态势分析、拥堵预测等，已在自动驾驶领域得到落地。 在低空智联网领域，公司已经携手移动运营 商提供低空无人机安全监测管理系统。 在算力网络领域，为应对AI大模型带来的大规模算力需求，浩 瀚深度已经布局下一代高性能智算交换机，其核心目标是为大型数据中心提供高带宽、低时延的网络连 接与智能运维能力。 ...

[Table_Author] 丨证券研究报告丨 行业研究丨点评报告丨软件与服务 [Table_Title] AI 产业跟踪：DeepSeek-V3.2 正式版发布，关 注大模型商业化落地进展 报告要点 [Table_Summary] 12 月 1 日，DeepSeek-V3.2 和 DeepSeek-V3.2-Speciale 正式发布。官方网页端、App 和 API 均已更新为 V3.2 版本。Speciale 版本目前仅以临时 API 服务形式开放，以供社区评测与研 究。相比 Exp 版本， V3.2 实现了高计算效率与卓越推理、Agent 性能的统一，同时支持在思 考和非思考模式下使用工具。2025 年 DeepSeek 已发布 7 款模型，开源阵营持续扩大。后续 展望来看，关注 AI 产品发布超预期情况与 AI Agent 落地进展。继续看好国产 AI 链、国产算力 链以及国内 AI 出海，持续重点推荐铲子股和卡位优势显著的巨头本身。 分析师及联系人 %% %% %% %% research.95579.com 1 宗建树 刘思缘 SAC：S0490520030004 SFC：BUX668 请阅读最后 ...

Group 1 - The company is in the process of a CEO search, with an announcement expected by the end of the calendar year [1] - The search committee, composed of new board members, is responsible for the CEO search, reflecting a significant change in the board's composition [2] - The search committee includes experienced individuals, such as the recently retired chief CHRO of Hewlett-Packard and the CIO of Cisco, indicating a strong leadership team [2]

PresentationThank you very much. And with that, over to you, Geoffrey.Good evening, and welcome to Quadient's Third Quarter 2025 Sales Presentation. I am Anne-Sophie Jugean, Quadient's Head of Investor Relations, and I am here today with Geoffrey Godet, CEO; and Laurent Du Passage, CFO. We will have a short presentation followed by a Q&A. You can submit your questions in writing through the web or ask questions live by dialing into the conference call.Geoffrey GodetCEO & Director Thank you, Anne-Sophie, and ...

Core Insights - Focal is reinforcing its commitment to security, privacy, and compliance [1] - The company ensures that client data remains securely housed within Canadian borders [1] Company Commitment - The move highlights Focal's dedication to maintaining high standards in data security and privacy [1] - Compliance with regulations is a key focus for the company, emphasizing the importance of safeguarding client information [1]