LONDON and ATLANTA, May 14, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, released findings from How Smarter Home Delivery Wins Younger Consumers as Online Buying Slows, its fourth annual consumer sentiment study of ecommerce home delivery. The study shows that, in a slower growing ecommerce market, consumers aged 18-35 (“under 35s”) are the biggest contributor to online growth, increasing both the volume an ...

Summary of Certara (CERT) 2025 Conference Call Company Overview - Certara is a software and services company specializing in biosimulation and model-informed drug development, with approximately 45% of its business derived from software and the remaining from services [3][4] Key Financial Performance - The company performed in line with expectations in Q1, with software aided by the acquisition of Chemaxon in Q4 of the previous year [3][4] - The services business also met expectations, showing mid-single-digit growth, supported by a return to growth in regulatory services [3][4] Industry Dynamics - The FDA's recent announcement to reduce animal testing requirements positions Certara favorably, as it aligns with their existing products and services [5][6] - The directive is expected to drive incremental revenue, particularly in their SIMSIP and QSP product areas [6][22] Customer Engagement - Certara maintains a strong relationship with the FDA, which is a significant user of their software, and they continue to engage in constructive dialogue [8][9] - The company aims to deepen penetration within large pharmaceutical companies, focusing on expanding their footprint into the preclinical stage of drug development [10][11] Challenges and Opportunities - Tier three customers (biotechs) are facing a challenging funding environment, which could impact growth despite strong Q1 performance [13][14] - Certara is investing in R&D and enhancing AI capabilities to improve their software offerings, including the recent launch of Co Author for regulatory writing [16][19] Product Development - The Non-Animal Navigator was launched in response to the FDA's directive, aimed at helping customers transition away from animal testing [21][23] - The integration of Chemaxon is expected to expand Certara's capabilities into the discovery phase of drug development, enhancing their overall service offerings [27][28] Market Outlook - The company anticipates continued challenges in the end market environment, particularly with tier one customers, but remains optimistic about growth opportunities stemming from the FDA directive [52][53] - Certara's capital allocation strategy includes a focus on M&A to enhance their software capabilities, with a goal to increase the software revenue mix from 45% to 50% by year-end [48][49] Conclusion - Certara is well-positioned to capitalize on regulatory changes and expand its market presence through strategic investments and product development, despite facing headwinds in the biotech funding environment [52][53]

Amdocs (DOX) FY Conference Summary Company Overview - Amdocs operates primarily in the telecommunications (telco) industry, focusing on IT infrastructure and providing Business Support Systems (BSS) and operational support systems for service providers [3][4] - The company differentiates itself by being a product-led service provider, offering both product creation and implementation services, which creates a unique accountability model [4][5] Core Business and Market Position - Amdocs serves major telecommunications companies globally, including T-Mobile, AT&T, Comcast, and Verizon in North America, and Telefonica and America Mobile in Latin America, among others [6][7] - The company claims to be the market leader in the Asia-Pacific region and has a significant presence in North America, contributing approximately 60% of its revenue [14][41] - Amdocs' revenue structure includes 66% from managed services and 75% recurring revenue, indicating strong customer retention and long-term contracts [8] Growth Engines - Amdocs identifies several growth engines: 1. **Cloud Services**: Approximately 25% of revenue is cloud-related, with expectations for double-digit growth [16][36] 2. **Consumer Experience**: Enhancements in customer engagement and monetization capabilities [18] 3. **Network Automation**: Focus on optimizing network services without competing directly with core network providers [19] 4. **B2B Automation**: Aiming to improve efficiency in business-to-business services [20] 5. **Generative AI**: Developing AI capabilities to enhance customer service and operational efficiency [22][37] Competitive Landscape - Amdocs faces competition from system integrators like Accenture and product companies like Salesforce, but claims a unique value proposition due to its comprehensive product suite [10][11] - The company has a strong win ratio against competitors, emphasizing its delivery capabilities and customer satisfaction [11][12] Financial Performance and Outlook - Amdocs reported a 4% quarter-over-quarter revenue growth and a 93.5% twelve-month backlog visibility, indicating strong future revenue potential [40][49] - The company anticipates revenue growth of 1.7% to 3.7% for fiscal 2025, with a focus on margin expansion through automation and operational efficiencies [48][50] - Amdocs has a disciplined capital allocation strategy, returning a significant portion of free cash flow to shareholders through buybacks and dividends [8][57] Macro Environment and Customer Sentiment - Despite concerns about a potential macroeconomic slowdown, Amdocs has not observed significant changes in customer spending behavior, with clients focusing on growth and improving consumer experiences [41][44] - The company acknowledges that while it is not immune to macroeconomic pressures, its essential services in billing systems and cloud support are likely to sustain demand [46][47] Strategic Initiatives - Amdocs is actively pursuing acquisitions to enhance its capabilities, particularly in cloud and data science, while maintaining a focus on internal development [55][56] - The company emphasizes the importance of automation and generative AI in transforming its operations and service delivery [51][52] Conclusion - Amdocs is positioned as a leader in the telecommunications IT infrastructure space, with a strong focus on cloud services, customer experience, and automation. The company is navigating a complex macro environment while maintaining growth and profitability through strategic initiatives and a robust service offering.

Group 1 - The 2025 Huawei Cloud Asia-Pacific Ecosystem Partner Conference was held in Thailand, focusing on AI-driven industrial transformation with over 400 partner representatives from more than 10 countries [1] - Aurora Mobile was invited to the event and awarded the title of "Innovative Solution Partner" for its contributions in the AI field [1][8] Group 2 - Aurora Mobile showcased its enterprise-level AI agent construction platform, GPTBots.ai, which has gained attention for its no-code development and multi-modal interaction capabilities [3] - Since its launch in 2023, GPTBots has served over 50,000 enterprises across more than 160 countries, covering over 20 industries including e-commerce, finance, healthcare, and government [3] Group 3 - Various application scenarios of GPTBots were demonstrated, including supply chain optimization, intelligent financial data analysis, and automated strategic report generation [5] - The platform also features a global intelligent customer service solution that can achieve an 80% resolution rate for frequently asked questions through continuous learning [5] Group 4 - GPTBots enhances digital operations for exhibitions by intelligently classifying inquiries and matching business needs, significantly improving exhibitor engagement efficiency [5] - In the real estate sector, it provides personalized home-buying solutions through dynamic data visualization and multi-language interaction, aiding clients in understanding market trends [5] Group 5 - The integration of AI agents into the LINE App allows businesses to create a multi-modal interaction entry point, automating service requests and improving local service operations in Southeast Asia [5] - GPTBots can automate the processing of sales data and customer feedback on the Feishu platform, generating visual reports and structured presentations to enhance decision-making efficiency [6] Group 6 - Aurora Mobile's continuous innovation in the AI field was recognized with the "Huawei Innovative Solution Partner" award during the summit, highlighting its market influence [8] - The company plans to further expand its presence in the Asia-Pacific and global markets by leveraging localized teams and partner networks to support digital transformation [8]

九河云以"技术+生态"双轮驱动，为制造业提供全周期数字化转型解决方案。联合华为及国产ISV厂商， 为企业精准匹配CAD/CAE/EDA等国产工业软件替代方案，实现智能设计、生产流程优化及管理系统升 级，推动制造业高质量发展。 此外，中小制造企业还可以借助行业内成熟的数字化解决方案，避免重复开发带来的高额成本。许多软 件服务商针对中小企业特点，推出了标准化、模块化的产品，企业可根据自身需求灵活选择、组合。通 过接入工业互联网平台，企业能够获取丰富的行业资源和数据，与上下游企业实现协同生产，降低采购 和销售成本，拓展市场渠道。 数字化转型不仅能提升企业当下的生产效率和管理水平，更能为企业的长远发展奠定基础。通过积累数 据资产，企业可以分析市场趋势、客户需求，为产品研发和创新提供有力支持。小投入的数字化转型举 措，能够让中小制造企业以更低的成本、更快的速度适应市场变化，增强企业竞争力。 中小制造企业数字化转型并非遥不可及。只要找准切入点，采用合适的技术和方案，以小投入开启转型 之旅，就能在数字化浪潮中实现大回报，走出一条属于自己的高质量发展之路。 在数字经济蓬勃发展的今天，数字化转型已成为制造业发展的必然趋势。然而 ...

在"遇见深圳"企业交流环节，来自深圳的腾讯、比亚迪（002594）、荣耀、优必选等企业代表和来自日 本的伊藤忠商事、中外炉工业、松六公司相关负责人轮流发言，双方企业围绕智能装备、生物医药等产 业开展深入交流，达成多项合作意向。 在中国馆165平方米的多功能厅内，深圳市贸促会精心策划打造了"未来深圳社区的一天"交互式体验展 区。通过"清晨智慧家""午后智能公园""傍晚AI商城"三大场景，集中展示60余家深圳代表性企业在绿色 能源、智能生活、智慧康养等领域的创新成果，观众可近距离领略"深圳创造"的无限魅力，沉浸式感受 未来生活。 当天下午，由深圳市人民政府主办，市贸促会、市文体旅游局承办的"深圳-大阪创新合作大会"在大阪 帝国酒店举行，来自深圳与大阪的政府部门、商协会、企业代表等约150人参加活动。 会上，深圳航空公司代表深圳文旅开展推介。自全面升级入境旅游服务以来，深圳已陆续推出便利通 关、通信出行、跨境支付、涉外住宿、智慧游线、咨询讲解、行李运送和离境退税等一系列"深圳标 准"的服务创新，欢迎全球游客在"慢游"中品味深圳温度，共同体会深圳山海连城的景观、湾区荟萃的 精华、绚丽多彩的文化、开放包容的态度，以及敢 ...

Monthly Active Users Reached Approximately 83.7 millionRecord Q1 Global Net Additions to Paying Circles of 137 thousand - Reaching 2.4 million TotalTotal Quarterly Revenue Grew 32% Year-Over-Year to $103.6 millionAnnualized Monthly Revenue increased 38% Year-Over-Year to $393.0 million SAN FRANCISCO, May 12, 2025 (GLOBE NEWSWIRE) -- Life360, Inc. (“Life360” or the “Company”) (NASDAQ: LIF, ASX: 360), the San Francisco-based leader in family safety and connection, today announced unaudited financial results f ...

Monthly Active Users Reached Approximately 83.7 millionRecord Q1 Global Net Additions to Paying Circles of 137 thousand - Reaching 2.4 million TotalTotal Quarterly Revenue Grew 32% Year-Over-Year to $103.6 millionAnnualized Monthly Revenue increased 38% Year-Over-Year to $393.0 million SAN FRANCISCO, May 12, 2025 (GLOBE NEWSWIRE) -- Life360, Inc. (“Life360” or the “Company”) (NASDAQ: LIF, ASX: 360), the San Francisco-based leader in family safety and connection, today announced unaudited financial results f ...

Investor Overview Q1 2025 Financial Results May 12, 2025 DATE Q1 2025 EARNINGS CALL > SAFE HARBOR STATEMENT Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts. In some cases, you can identify these forward-lookin ...

点击上方"公众号"可订阅哦！ 兴业证券计算机小组 蒋佳霖/孙乾/杨本鸿/陈鑫/张旭光/杨海盟/桂杨 本周观点聚焦 周观点 继续重点布局 AI 应用及国产化 继续积极布局 AI 应用与国产化。 展望下半年，板块业绩有望持续改善；前期"对等关税"及业绩窗口期带来的风 险偏好下降正不断修复，当前建议积极挖掘阿尔法投资机会，重点布局 AI 应用及国产化。从中短期来看，包括 0519 鸿蒙 PC 正式发布、 0519 微软 Build 开发者大会、 0520 谷歌 I/O 开发者大会将陆续召开，可关注产业边 际变化。 月历效应对 5/6 月份均较友好。 临近半年末，市场出于对常规扰动项的考虑，对加仓具有强风偏属性的计算机板 块有所顾虑。我们统计了 2010 年以来的数据，计算机的月历效应对半年末的时间窗口相对友好。在收益率中值 为正的月份中，按照胜率及收益率中值由大到小综合排序，依次为 2 月、 11 月、 6 月、 10 月、 5 月，其中 5/6 月的胜率分别为 53% 、 60% ，收益率中值分别为 0.03% 、 2.26% 。 持续关注鸿蒙 PC 的产业进展。 华为于 0508 官宣搭载 HarmonyOS5 ...