智通财经APP获悉，周三，Unity Software(U.US)盘前股价暴跌，截至发稿，该股跌超23%，报22.32美 元。大跌主要源于公司最新业绩指引不及市场预期。该公司预计2026年第一季度营收中值为4.85亿美 元，低于分析师普遍预期的4.918亿美元，虽然下调幅度仅约1.4%，在当前软件板块整体面临增长可持 续性和估值重估压力的背景下，任何指引层面的"边际走弱"都会被市场迅速放大，引发投资者对公司未 来增长前景的担忧。 ...

近日，微信公开课公众号公布微信1月九大功能更新，包括删好友可保留聊天记录、微信AI搜索支持评 价公众号等，具体如下： 删好友可保留聊天记录 微信更新好友管理功能，用户可自主选择是否"删除联系人同时清空聊天记录"，未勾选状态下聊天记录 将完整保留，重新添加好友后即可恢复历史对话。 网友评论： 微信小程序正式推出"AI应用及线上工具小程序成长计划"，提供免费的云开发资源、AI算力、数据分 析、商业变现及流量激励等全方位支持，激励期为2026年全年。 微信小店可快速投诉假冒商品 品牌权利人可通过新上线的微信小店品牌侵权投诉助手对假冒商品发起投诉：第一步，品牌入驻；第二 步，提交侵权投诉后，平台会进行专项队列审核。 此外公布的功能更新还有：视频号原生短剧激励计划上线、视频号可自定义商品出现时机、小游戏直播 预约有流量激励、小游戏全新升级商业化工具箱、小游戏擂台赛组件上线。 （文章来源：中国基金报） 微信AI搜索支持评价公众号 点击微信搜索栏输入"评价一下XX公众号怎么样"，微信Al搜索即可基于账号相关文章，提炼出系统性 总结。 AI小程序成长计划上线 ...

Core Viewpoint - Hagens Berman is notifying investors about a pending securities class action against F5, Inc. due to allegations of misleading statements regarding the security of its BIG-IP products, which resulted in significant financial losses for investors [1][2]. Group 1: Allegations and Impact - The lawsuit claims that F5 executives misled the market about the security of its core products, particularly after a sophisticated nation-state threat actor allegedly accessed F5's systems and exfiltrated sensitive source code [2][9]. - Following the revelation of the security breach in October 2025, F5's market value dropped by over $2 billion due to a significant decline in stock price [2][9]. - The breach was disclosed on October 15, 2025, revealing that the threat actor had maintained long-term access to F5's systems, which included critical product development environments [9]. Group 2: Financial Performance and Guidance - F5's disappointing fourth-quarter fiscal 2025 results, released on October 27, 2025, indicated a significant reduction in expected sales and renewals, elongated sales cycles, and increased expenses due to ongoing remediation efforts [9]. - The company announced that the BIG-IP product, which was the subject of the breach, is its highest revenue-generating product, and the stock price fell by $22.83, or 7%, the following day [9]. - The revenue guidance for fiscal 2026 was significantly below market expectations, attributed largely to the impact of the security breach [9]. Group 3: Legal Proceedings and Next Steps - The lead plaintiff deadline for the class action lawsuit is set for February 17, 2026, and the class period is defined from October 28, 2024, to October 27, 2025 [5][7]. - Hagens Berman is actively investigating the claims and advising investors who suffered losses during the class period [4][7].

AppLovin Corporation (NASDAQ:APP) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Feb. 11.Analysts expect the Palo Alto, California-based company to report quarterly earnings at $2.94 per share, up from $1.73 per share in the year-ago period. The consensus estimate for AppLovin's quarterly revenue is $1.61 billion, versus $1.37 billion a year earlier, according to data from Benzinga Pro.On Nov. 5, Applovin reported better-than-expected third-quarter financial resul ...

报告来源 报告导读： 字节跳动近期推出新一代 AI 视频生成模型 Seedance 2.0 。该模型生成视频 稳定性上升，或可大幅降低制作成本，视频工业迎来 GPT3.5 时刻，行业有望加速发展。 投资建议： 近期，字节旗下的即梦团队发布 Seedance2.0 全新视频生成大模型，真正实现了从 " 能生成 " 到 " 能商用 " 的跨越式突破，该模型首次实现 了文字理解与字幕动效生成，可自动解析参考图中的文字并添加合理动态效果。此进展标志着 AI 正从 " 单模态理解 " 向 " 全双工连续感知 " 与 " 跨模态深 度创作 " 跃迁。 Seedance2.0 的自主创作能力不仅重塑了内容生产与交互模式，更催生了涵盖视频生成、实时交互、设计工具、端侧智能等环节的全新产业 链投资机会。我们看好 AI 应用加速落地的长期发展空间。 Seedance2.0 发布，控制精度提升至"导演级"。 其四项巨大突破，使得 Seedance2.0 的模型能力产生质变： 1 ）自分镜和自运镜，模型可以根据用户描 述的情节自动规划分镜运镜。 2 ）全方位多模态参考，用户可以同时给它最多 9 张图片、 3 段视频和 3 段音频，总 ...

Financial Data and Key Metrics Changes - Total ACV grew 17% year-over-year, as reported, and 14% in constant currency, exceeding guidance [7] - Pega Cloud ACV increased 33% year-over-year as reported, and 28% in constant currency, a significant acceleration from last year's growth [7][10] - Free cash flow rose 45% year-over-year to $491 million, surpassing guidance by $51 million [10] - Contractually committed backlog grew 28% year-over-year, now exceeding $2 billion for the first time in Pega's history [11] Business Line Data and Key Metrics Changes - Pega Cloud backlog grew 36% year-over-year, now representing 74% of total backlog [11][12] - Net new ACV increased by 37% year-over-year in constant currency, driven by strong demand for Pega's AI solutions [9] Market Data and Key Metrics Changes - The company reported a strong global sales execution, with a disciplined and scalable sales cadence worldwide [8] - The demand for Pega's differentiated AI agents integrated into enterprise workflows has increased significantly [9] Company Strategy and Development Direction - The company is focused on a cloud-first strategy and the implementation of its Blueprint experiential sales approach [8] - Pega aims to sustain a balanced capital allocation strategy, prioritizing organic growth and product innovation [10] - The company is committed to leveraging AI to enhance business processes and improve customer experiences [19][37] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of ACV growth due to the strength of Pega's integration into clients' core operations [9] - The company anticipates total ACV growth of 15% and total revenue of $2 billion for 2026, marking a significant milestone [12][13] - Management highlighted the importance of transitioning from experimentation to execution in leveraging AI for business transformation [37] Other Important Information - The Supreme Court of Virginia affirmed the verdict related to a trade secret trial, eliminating a $2 billion liability [12] - The company has achieved ISO 42001 certification across its cloud services and AI solutions [10] Q&A Session Summary Question: Current deal environment and macro conditions - Management noted that the Blueprint approach reduces friction in client engagement, leading to an excitingly advanced pipeline [41] Question: Confidence in ACV guidance - Management indicated that the net retention rate is expanding while targeting new logos, contributing to confidence in achieving the 15% growth target [46] Question: Role of multi-agent systems in enterprises - Management emphasized Pega's structural advantages in orchestrating workflows across systems, allowing for reliable and predictable operations [55] Question: Impact of Blueprint on sales cycles - Early signs indicate faster pipeline build, progression, and close times due to the implementation of Blueprint [58] Question: App modernization journey with Blueprint - Management reported significant interest from clients in app modernization, with capabilities to modernize legacy systems [66] Question: Pega Cloud migration and growth - Management stated that Pega Cloud ACV is expected to grow over 30% in 2026, with consistent migration activity across the client base [70]

Financial Data and Key Metrics Changes - Total ACV grew 17% year-over-year, as reported, and 14% in constant currency, exceeding guidance [7] - Pega Cloud ACV increased 33% year-over-year as reported, and 28% in constant currency, a significant acceleration from last year's growth [7][10] - Free cash flow rose 45% year-over-year to $491 million, surpassing guidance by $51 million [10] - Contractually committed backlog grew 28% year-over-year, exceeding $2 billion for the first time in Pega's history [11] Business Line Data and Key Metrics Changes - Pega Cloud backlog now represents 74% of total backlog, indicating strong growth in cloud services [12] - Net new ACV increased by 37% year-over-year in constant currency, driven by strong demand for Pega's Predictable AI agents [9] Market Data and Key Metrics Changes - The company reported a strong demand for its services, particularly in the context of digital transformation and legacy system modernization [43][66] - The competitive landscape is shifting, with a focus on AI and automation, which Pega is well-positioned to leverage [19][86] Company Strategy and Development Direction - Pega's strategy emphasizes a cloud-first approach and the integration of AI into its platform, particularly through the Blueprint experiential sales approach [8][10] - The company aims to achieve $2 billion in total revenue for 2026, marking a significant milestone [12] - Pega is focused on organic growth, product innovation, and maintaining a strong balance sheet while returning capital to shareholders [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of ACV growth due to Pega's deep integration into clients' core operations [9] - The company anticipates continued growth in Pega Cloud revenue, expected to accelerate above 30% in 2026 [15] - Management highlighted the importance of transforming customer engagement from experimentation to execution [37] Other Important Information - Pega achieved ISO 42001 certification across its cloud services and AI solutions, enhancing its compliance credibility [9] - The company is actively working on app modernization, leveraging partnerships with firms like Accenture and AWS [66] Q&A Session Summary Question: What is the current deal environment and macroeconomic outlook? - Management noted that the Blueprint approach reduces friction in client engagement, leading to an exciting pipeline [41] Question: What gives confidence in achieving the 15% ACV growth target? - Management highlighted an expanding net retention rate and successful targeting of new logos as key factors [46] Question: How is Blueprint impacting sales cycles and deployment times? - Early signs indicate faster pipeline build and progression, with a significant reduction in training time for new staff [58][61] Question: What is the status of app modernization efforts? - Management reported strong interest from clients in app modernization, with capabilities to modernize both legacy and old Pega systems [66] Question: How is the partnership with AWS evolving? - The partnership focuses on transforming legacy workflows using Blueprint, aligning both companies' selling strategies [78]

Lost Money on Oracle Corporation(ORCL)? Join Class Action Suit Seeking Recovery - Contact Levi & Korsinsky [Accessibility Statement] Skip NavigationNEW YORK, Feb. 11, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Oracle Corporation ("Oracle" or the "Company") (NYSE: ORCL) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Oracle investors who were adversely affected by alleged securities fraud between June 12, 2025 and December 16, 2025 ...

Financial Data and Key Metrics Changes - Total Annual Contract Value (ACV) grew 17% year-over-year, with a 14% increase in constant currency, surpassing guidance [5][10] - Pega Cloud ACV increased by 33% year-over-year as reported, and 28% in constant currency, significantly up from last year's growth of 18% as reported and 21% in constant currency [5][10] - Free cash flow rose 45% year-over-year to $491 million, exceeding guidance by $51 million [8][10] - Contractually committed backlog grew 28% year-over-year, now exceeding $2 billion for the first time in Pega's history [9][10] Business Line Data and Key Metrics Changes - Pega Cloud backlog represented 74% of total backlog, with a 36% year-over-year increase [9][10] - Net new ACV increased by 37% year-over-year in constant currency, driven by strong demand for Pega's AI agents [7][10] Market Data and Key Metrics Changes - The company noted a strong demand for its AI solutions integrated into enterprise workflows, indicating a positive market response [6][10] - The competitive landscape is shifting, with Pega positioned as a leader in enterprise transformation through its unique offerings [16][20] Company Strategy and Development Direction - The company is focused on a cloud-first strategy and the integration of AI through its Blueprint platform, which has transformed its sales approach [6][10] - Pega aims to achieve $2 billion in total revenue for 2026, marking a significant milestone for the firm [10][11] - The company is committed to disciplined capital allocation, prioritizing organic growth and product innovation [8][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of ACV growth due to the strength of Pega's integration within clients' core operations [7][10] - The company anticipates continued acceleration in Pega Cloud revenue, projecting growth above 30% in 2026 [13][10] - Management highlighted the importance of transitioning from experimentation to execution in leveraging AI for business transformation [36][10] Other Important Information - The Supreme Court of Virginia affirmed a verdict that eliminated a $2 billion liability for the company, positively impacting its financial outlook [9][10] - The company has authorized an additional $1 billion in share buyback capacity, reflecting confidence in cash flow durability [11][10] Q&A Session Summary Question: What is the current deal environment and how is it affecting 2026 outlook? - Management noted that the Blueprint approach reduces friction in client engagement, leading to an advanced pipeline [40][41] Question: What gives confidence in achieving the 15% ACV growth target? - The company highlighted consistent growth rates and an expanding net retention rate, alongside successful targeting of new logos [44][45] Question: How is the app modernization journey progressing with Blueprint? - Management indicated significant interest from clients in app modernization, with expectations for success stories to emerge in the near future [66][10] Question: What is the status of the partnership with AWS? - The partnership is aligned on transforming legacy workflows, leveraging both AWS and Pega's tools for effective modernization [77][10]

近日，浙江省经济和信息化厅正式公布浙江省数字经济发展优秀案例名单，麒麟信安与中共浙江省委党 校联合打造的"浙江省委党校信创云桌面"案例成功入选。这是该案例继斩获国家工信部示范案例后，再 度斩获省级重磅嘉奖，实现国家级、省级双重权威认可，彰显了麒麟信安在云计算领域的过硬创新实力 与卓越应用成效。 该方案大幅提升党校教学管理效能，管理员通过黄金镜像可完成一次适配、学员批量复用，结合党校教 学周期特点，实现学员结业后信息自动清除，保障数据安全的同时，高效解决身份认证、桌面部署与回 收等难题。此外，低功耗云终端替换传统高功率PC，搭配后台批量关机管控，大幅降低电能消耗与运 维、数据恢复成本，实现节能环保与降本增效双赢。 目前，麒麟信安信创云桌面解决方案已在国内多个重点项目落地见效，为各行业信创转型与数智化升级 树立了示范样板。未来，麒麟信安将持续深耕场景化创新，推出更多贴合行业需求的解决方案，助力各 类用户在数字经济高质量发展道路上稳步前行。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 据悉，此次省级优秀案例评选，旨在深入推进数字经济创新提质"一号发展工程"，深化国家数字经济创 新发展试验区建设，加 ...