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联想刘军:联想AI PC累计销量已突破100万台
news flash· 2025-05-08 02:05
联想刘军:联想AI PC累计销量已突破100万台 金十数据5月8日讯,联想集团高级副总裁、中国区总裁刘军今日在2025联想中国合作伙伴大会上透露, 联想AI PC累计销量已突破100万台;服务器收入年比年增长172%,闯回第一阵营。 ...
Cerence (CRNC) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-05-07 23:20
Core Insights - Cerence (CRNC) reported quarterly earnings of $0.53 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, and showing a significant improvement from a loss of $0.09 per share a year ago, resulting in an earnings surprise of 55.88% [1] - The company achieved revenues of $78.01 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.62% and reflecting a year-over-year increase from $67.83 million [2] - Cerence shares have increased approximately 26.6% since the beginning of the year, contrasting with a decline of -4.7% in the S&P 500 [3] Earnings Outlook - The future performance of Cerence's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook, including current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is -$0.16 on revenues of $52.91 million, with a breakeven estimate on revenues of $240.88 million for the current fiscal year [7] Industry Context - The Computers - IT Services industry, to which Cerence belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, TaskUs (TASK), is expected to report quarterly earnings of $0.32 per share, reflecting a year-over-year increase of 6.7%, with revenues projected at $271.47 million, up 19.3% from the previous year [9][10]
Accenture (ACN) Surpasses Market Returns: Some Facts Worth Knowing
ZACKS· 2025-05-07 22:50
Group 1 - Accenture's stock closed at $306.09, reflecting a +0.75% change, outperforming the S&P 500's gain of 0.44% [1] - Over the past month, Accenture's shares increased by 7.96%, which is lower than the Computer and Technology sector's gain of 15.87% and the S&P 500's gain of 10.62% [1] Group 2 - Accenture is expected to release earnings on June 20, 2025, with a predicted EPS of $3.27, indicating a 4.47% growth year-over-year [2] - The consensus estimate anticipates revenue of $17.18 billion, reflecting a 4.36% increase compared to the same quarter last year [2] Group 3 - For the full year, earnings are projected at $12.70 per share and revenue at $68.4 billion, showing increases of +6.28% and +5.41% respectively from the previous year [3] - Recent analyst estimate revisions indicate optimism regarding Accenture's business and profitability [3][4] Group 4 - The Zacks Rank system, which evaluates estimate changes, currently ranks Accenture at 3 (Hold) [5] - Over the past month, the Zacks Consensus EPS estimate has decreased by 0.22% [5] Group 5 - Accenture's Forward P/E ratio is 23.92, which is higher than the industry's average Forward P/E of 20.16 [6] - The company has a PEG ratio of 3.07, compared to the industry average PEG ratio of 1.79 [7] Group 6 - The Computers - IT Services industry, which includes Accenture, has a Zacks Industry Rank of 94, placing it in the top 39% of over 250 industries [8]
Amdocs (DOX) Tops Q2 Earnings and Revenue Estimates
ZACKS· 2025-05-07 22:50
Group 1: Earnings Performance - Amdocs reported quarterly earnings of $1.78 per share, exceeding the Zacks Consensus Estimate of $1.71 per share, and up from $1.56 per share a year ago, representing an earnings surprise of 4.09% [1] - The company posted revenues of $1.13 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.37%, but down from $1.25 billion year-over-year [2] Group 2: Stock Performance and Outlook - Amdocs shares have increased approximately 6.3% since the beginning of the year, contrasting with the S&P 500's decline of -4.7% [3] - The current consensus EPS estimate for the upcoming quarter is $1.75 on revenues of $1.13 billion, and for the current fiscal year, it is $6.97 on revenues of $4.52 billion [7] Group 3: Industry Context - The Computers - IT Services industry, to which Amdocs belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, SAIC, is expected to report quarterly earnings of $2.17 per share, reflecting a year-over-year increase of +13% [9]
Decisions from JLT Mobile Computers ABs (publ) Annual General Meeting Wednesday May 7th , 2025 (Swedish only)
Globenewswire· 2025-05-07 16:00
Växjö, Sverige, 7:e maj 2025 * * * JLT Mobile Computers, informerar att årsstämma i JLT Mobile Computers AB (publ) hölls onsdagen den 7e maj 2025 i Växjö där följande huvudsakliga beslut fattades. Årsstämman beslutade att fastställa framlagd resultat- och balansräkning för moderbolaget och koncernen. Årsstämman beslutade, i enlighet med styrelsens förslag, att ingen utdelning lämnas till aktieägarna för räkenskapsåret 2024. Styrelseledamöterna och verkställande direktören beviljades ansvarsfrihet för 2024 å ...
CDW Q1 Earnings & Revenues Surpass Estimates, Up Y/Y, Shares Gain
ZACKS· 2025-05-07 14:15
CDW Corporation (CDW) reported first-quarter 2025 non-GAAP earnings per share (EPS) of $2.15, beating the Zacks Consensus Estimate of $1.96. Also, the bottom line increased approximately 12% year over year.The company’s revenues grew 6.7% year over year to $5.199 billion. The increase in net sales was primarily driven by strong customer demand for notebooks, mobile devices, desktops, software and services. This was partially offset by a decline in several hardware categories. Robust momentum across its Corp ...
联想杨元庆:企业不怕高关税,短期内对价格影响不大
Nan Fang Du Shi Bao· 2025-05-07 12:47
"全球化大趋势不会发生根本性改变,但同时企业也需要适应现在世界上出现的新挑战、新要求。"5月7 日,联想集团董事长兼CEO杨元庆在接受南都湾财社记者等媒体采访时表示,企业未来的全球化要结合 稳定来发展,能整合全球优质资源的企业更具竞争力,而非局限于单一市场和资源的企业。 今年3月时,在联想集团2025/26财年誓师大会上杨元庆表示,联想将第五次创业,这也是联想的"创业 5.0"时代。杨元庆透露,未来十年,联想的战略等方面的资源都围绕人工智能这一主题来展开。联想将 聚焦于混合式人工智能。 5月7日,杨元庆宣布推出"超级智能体"技术,杨元庆表示超级智能体是提高生活质量和生产力水平的下 一个引爆点,超级智能体是初代智能体的下一个阶段。 第三,自主与演进,它结合用户意图和先验的知识,将复杂任务能够分解为子任务,并派发给相应的领 域智能体,然后自主地编排执行顺序、规划这些步骤,基于智能体互联协议来调用跨生态的工具来主动 执行任务,并且通过自我学习来不断地演进和升级。 此外对于近期大众关注的安全问题,联想针对AI换脸的恶意攻击,联想将推出"深度伪造检测"防诈技 术,实时发现AI换脸风险。该技术也将作为重点安全能力之一,集 ...
联想端侧AI开启规模化落地
Zhong Guo Jin Rong Xin Xi Wang· 2025-05-07 11:37
Group 1 - Lenovo officially launched a comprehensive super intelligent matrix at the Tech World 2025 conference, which includes personal, enterprise, and city super intelligent agents, along with a new generation of inference acceleration engines [1] - The exponential growth of edge AI is driven by a dual spiral of computing power and model capability, as explained by Lenovo's CEO Yang Yuanqing [1] - The inference acceleration engine, developed in collaboration with Tsinghua University and Wuneng Chip, addresses industry pain points related to model lightweighting and inference efficiency [1] Group 2 - The core foundation of the enterprise super intelligent agent is based on a computing power support system, utilizing a hybrid computing infrastructure built on a "edge-cloud-network" four-layer architecture [2] - This architecture supports data collection, storage, and processing, enabling the training of enterprise AI models and their deployment on edge devices or terminal hardware for distributed inference [2] - Lenovo's first enterprise super intelligent agent, "Lenovo Lexiang," integrates comprehensive business data and knowledge assets, achieving intelligent solutions across the entire supply chain to marketing [2]
JLT Mobile Computers AB (publ) publishes interim report for January–March 2025
Globenewswire· 2025-05-07 11:00
Per Holmberg, CEO Eminova Fondkommission AB adviser@eminova.se www.eminova.se About JLT Mobile Computers JLT Mobile Computers is a leading supplier of rugged mobile computing devices and solutions for demanding environments. 30 years of development and manufacturing experience have enabled JLT to set the standard in rugged computing, combining outstanding product quality with expert service, support and solutions to ensure trouble-free business operations for customers in warehousing, transportation, manufa ...
联想创新大会盛大开幕!科创综指ETF华夏(589000)近5日累计上涨3.24%
Mei Ri Jing Ji Xin Wen· 2025-05-07 09:07
(文章来源:每日经济新闻) 流动性方面,科创综指ETF华夏盘中换手6.96%,成交2.74亿元。拉长时间看,截至5月6日,科创综指 ETF华夏近1月日均成交1.38亿元,排名可比基金第一。规模方面,科创综指ETF华夏最新规模达39.39 亿元,创成立以来新高,位居可比基金首位。 消息方面,备受期待的2025年联想创新科技大会(TechWorld)于今日在上海世博中心盛大开幕。这一 盛会不仅是科技爱好者的聚集地,更是展示未来科技趋势的重要平台。此次大会将重点展示联想在智能 设备、人工智能和云计算等领域的最新进展,尤其是在提升用户体验方面的努力。在此次大会中,联想 集团副总裁、中国基础设施业务群总经理陈振宽发布了浸没式液冷领域取得的技术创新成果——"飞 鱼"仿生散热设计和"双循环"相变浸没制冷系统,为用户提供更绿色的算力。在单相浸没方面,联想推 出"飞鱼"仿生散热设计,通过模拟鱼在水中游动的姿态,降低热阻与流阻,成功突破了散热器性能瓶 颈,最大支持功耗提升20%,帮助用户以最小的代价解决下一代600W芯片的散热难题,该项技术已在 产品中实现应用。 科创综指ETF华夏(589000)及其联接基金(A/C:02371 ...