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Prediction: 3 Stocks That Will Be Worth More Than Palantir Technologies 5 Years From Now
The Motley Fool· 2025-05-10 09:45
Core Viewpoint - Palantir Technologies (PLTR) has seen significant stock performance, with shares more than quadrupling over the last 12 months and up over 40% year to date, but it is not expected to be among the top long-term winners compared to other stocks [1][2]. Group 1: Intuitive Surgical - Intuitive Surgical (ISRG) currently has a market cap approximately $70 billion smaller than Palantir, but it is anticipated that this could change in the near future [3]. - Intuitive Surgical's revenue grew by 19% year over year in Q1 2025, with procedure volume for its da Vinci robotic systems expected to increase by 15% to 17% this year [3][4]. - The forward price-to-earnings ratio for Intuitive Surgical is 68, which is considered relatively cheap compared to Palantir's forward earnings multiple of 196 [4]. - Intuitive Surgical performed around 2.7 million procedures last year and estimates that there are approximately 22 million soft-tissue procedures targeted with products under development [5]. Group 2: Alibaba Group - Alibaba Group (BABA) is already larger than Palantir and is expected to widen its market cap gap over the next five years [6]. - Alibaba's shares trade at only 12.5 times forward earnings, with a low price-to-earnings-to-growth (PEG) ratio of 0.71 based on five-year earnings projections [7]. - The demand for artificial intelligence (AI) is expected to benefit Alibaba significantly, with AI-related product revenue growing by triple-digit percentages for six consecutive quarters [8]. - Potential growth limitations for Alibaba could arise from the Chinese government, but if allowed to operate freely, it is expected to remain larger than Palantir by the end of the decade [9]. Group 3: Alphabet - Alphabet (GOOG) is currently over 7 times larger than Palantir and is expected to maintain this size in five years [10]. - Despite challenges such as antitrust lawsuits and concerns about generative AI, Alphabet is expected to thrive, with AI positively impacting its business [12]. - Google Cloud's business is booming as customers develop generative AI applications, and AI Overviews in Google Search have increased both search usage and customer satisfaction [12]. - The antitrust rulings may present challenges, but resolutions could take years, and the outcomes may not be overly detrimental to Alphabet [13].
百度竞价托管:百度竞价代运营的收费与什么有关?
Sou Hu Cai Jing· 2025-05-10 05:19
三、扣除部分返点作为运营费,大部分推广账户都有返点,比如返点是40%,可以将5%扣除作为运营费,也可以给客户固定返点,运营 公司承担后续返点,为什么会出现这种情况,因为不同季度、不同地域返点都有所不同,给客户固定点位,这就以为这运营公司的收费 也是浮动的。 四、按线索收费,这里面包含两种,一种是没产生一条线索,收取固定的费用,比如3元/条;另外一种就是固定价格给客户,比如给客 户都是按照80一条,如果运营推广的数据成本低,那就比较赚钱,如果高于80,那运营公司将要承担亏损。这种的话,对于客户来讲, 只与线索数量有关。 常见的收费模式已经介绍完,其他影响收费的,那就是代运营公司了,不同的公司都有不同的收费模式和费用。另外,服务永远是第一 位,我们认为只有先做好服务,客户永远不会差你运营费。 百度竞价代运营的收费与什么有关?这就要看,你与合作的代运营公司之间是如何协商的了,下面简单的说几种常见的百度代运营收费 模式,你就会明白百度代运营的收费与什么有关了。 一、按比例收费,比例一般在5%-10%,比如阅读消费10万,那运营费用就是5000-10000元,这种模式只与账户消费有关,与账户个数 及效果数据没有关系。 ...
Google agrees to pay $1.4 billion data privacy settlement to Texas
CNBC· 2025-05-09 23:01
Core Points - Google has agreed to pay nearly $1.4 billion to Texas to settle allegations of violating data privacy rights [1][2] - The settlement amount is significantly larger than previous settlements by other states with Google for similar violations [2] - Texas Attorney General Ken Paxton emphasized that this settlement represents a victory for Texans' privacy and serves as a warning to companies about the consequences of abusing user trust [3] Company Response - A Google spokesperson stated that the settlement addresses a series of old claims, many of which have already been resolved elsewhere, and highlighted that product policies have since changed [3] - The spokesperson expressed satisfaction in moving past these issues and reaffirmed the company's commitment to enhancing privacy controls in its services [3]
Cogent(CCOI) - 2025 Q1 - Earnings Call Presentation
2025-05-09 07:20
Company Overview - Cogent operates a global network carrying approximately 25% of all internet traffic[9] - The company serves three customer bases: Corporate (45% of revenues), Netcentric (37% of revenues), and Enterprise (18% of revenues)[9] - IP Services (DIA, VPN and Transit) account for 88% of Cogent's revenue[9] Growth and Market - Cogent is experiencing rapid growth in its wave network, as evidenced by the increase in wave service locations from 22 in Q2 2023 to 883 in Q1 2025[12] - The company's addressable market is growing, with on-net MTOB SqFt increasing from 597 million in Q1 2010 to 1015 million in Q1 2025[12] - Cogent purchased over $34 billion of original investment and $700 million in cash in exchange for $60 million[38] Financial Performance - In Q1 2025, On-Net Revenue was $1408 million, Off-Net Revenue was $1114 million, Wave Revenue was $71 million, and Non-Core Revenue was $44 million[54] - Q1 2025 total revenue was $247 million, a 21% increase year-over-year and a 72% increase quarter-over-quarter[54] - Non-GAAP Gross Margin reached 446% in Q1 2025[54] - EBITDA, as adjusted for Sprint acquisition costs and cash payments under IP Transit Services Agreement, was $688 million in Q1 2025, representing a 278% margin[54] Network and Infrastructure - Cogent's network is interconnected with 8240 access networks[29, 37] - The company owns 180 data centers with 26000 server racks in 205 million square feet of floor space offering 211 MW of power[33] - Cogent has 99000+ intercity fiber route miles and 32000+ metro fiber route miles[29]
Google Expands AI Tools to Combat Evolving Scam Tactics
PYMNTS.com· 2025-05-09 01:54
Google announced the rollout Thursday (May 8) of a fresh suite of artificial intelligence (AI)-powered safety features across its platforms to protect users from increasingly sophisticated scams.The company has integrated its on-device large language model (LLM), Gemini Nano, into Chrome’s Enhanced Protection mode on desktop. This model analyzes websites in real time to detect and warn users about threats such as tech support scams that use pop-ups and full-screen takeovers. On-device processing lets the br ...
Akamai Technologies (AKAM) Reports Q1 Earnings: What Key Metrics Have to Say
ZACKS· 2025-05-08 22:31
For the quarter ended March 2025, Akamai Technologies (AKAM) reported revenue of $1.02 billion, up 2.9% over the same period last year. EPS came in at $1.70, compared to $1.64 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.01 billion, representing a surprise of +0.64%. The company delivered an EPS surprise of +7.59%, with the consensus EPS estimate being $1.58.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...
Cloudflare(NET) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:02
Cloudflare (NET) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Phil Winslow - Vice President of Strategic Finance, Treasury, & Investor RelationsMatthew Prince - Co-Founder & CEOThomas Seifert - CFOMatthew Hedberg - Managing Director, Software ResearchJoel Fishbein - Managing DirectorMark Murphy - Executive DirectorShaul Eyal - Managing Director - Equity ResearchAdam Borg - Managing Director - Equity Research Conference Call Participants Andrew Nowinski - AnalystKeith Weiss - Equity An ...
Tucows Delivers Strong Q1 with Gains in Revenue, Gross Profit and Adjusted EBITDA
Prnewswire· 2025-05-08 21:40
Core Insights - Tucows Inc. reported strong financial results for Q1 2025, with an 8% increase in consolidated revenue, a 29% increase in gross profit, and a more than threefold improvement in Adjusted EBITDA compared to Q1 2024 [2][3][5] Financial Performance - Consolidated net revenue for Q1 2025 increased by 8.2% to $94.6 million from $87.5 million in Q1 2024, driven by revenue gains across all business segments [3][7] - Gross profit for Q1 2025 rose by 28.5% to $23.5 million from $18.3 million in Q1 2024, reflecting strong performance from all three Tucows businesses [3][7] - The net loss for Q1 2025 narrowed significantly to $15.1 million, or a loss of $1.37 per share, compared to a net loss of $26.5 million, or a loss of $2.42 per share, in Q1 2024 [4][7] - Adjusted net income (loss) for Q1 2025 was ($14.9 million) with an Adjusted EPS of ($1.35), compared to an Adjusted net income (loss) of ($23.4 million) and Adjusted EPS of ($2.14) in Q1 2024 [4][7][17] - Adjusted EBITDA for Q1 2025 climbed 225% to $13.7 million from $4.2 million in Q1 2024, driven by revenue growth, margin gains, and cost-reduction efforts [5][7] Cash and Debt Management - At the end of Q1 2025, the company had cash and cash equivalents of $55.0 million, down from $73.2 million at the end of Q4 2024 and $79.4 million at the end of Q1 2024, while continuing to reduce debt [6][7] Business Segments Performance - Revenue from Ting Internet Services increased to $16.3 million in Q1 2025 from $14.1 million in Q1 2024, with gross profit rising to $10.5 million from $8.7 million [8] - Wavelo Platform Services generated revenue of $11.4 million in Q1 2025, up from $9.4 million in Q1 2024, with gross profit increasing to $11.3 million from $9.0 million [8] - Tucows Domain Services reported revenue of $65.3 million in Q1 2025, compared to $61.9 million in Q1 2024, with gross profit rising to $20.2 million from $18.5 million [8]
Apple says AI is cutting into Google search. Google says that's not true.
Business Insider· 2025-05-08 19:26
Is Google screwed? That's the $2 trillion question the tech world is trying to understand, following yesterday's blockbuster news: A top Apple executive said search queries on Google's Safari browser were declining because people were using AI engines like ChatGPT instead.Investors immediately acted as if Google's astonishing run at the top of the tech heap was over, and slashed the company's stock by more than 8%. But a day later, Google's stock is climbing back up a bit, and there's a healthy debate a ...
谷歌发言人:立即停止对美国消费者金融保护局(CFPB)的诉讼,因为CFPB决定撤回对谷歌支付公司进行监管的相关努力。
news flash· 2025-05-08 18:51
谷歌发言人:立即停止对美国消费者金融保护局(CFPB)的诉讼,因为CFPB决定撤回对谷歌支付公司 进行监管的相关努力。 ...