Core Insights - Axon Enterprise, Inc. (AXON) is experiencing robust growth in its Software & Services segment, with a year-over-year revenue increase of 33.4% in 2024 and a 39% rise in Q1 2025 [1][8] - The demand for digital evidence management and premium features is driving this growth, with annual recurring revenues (ARR) increasing 34% year over year to $1.1 billion in Q1 2025 [2][8] - With approximately 70% of AXON's domestic users on basic plans, there is significant potential for further growth through upgrades and new product introductions [3][8] Segment Performance - The Software & Services segment's performance is supported by strong customer satisfaction and engagement, leading to a growing base of ARR [2] - The ongoing global demand for advanced public safety technologies is expected to sustain the momentum of Axon's Software & Services portfolio [4] Peer Comparison - Woodward, Inc.'s Industrial business segment reported a decline in net sales by 4.7% year over year, primarily due to lower on-highway volume in China [5] - Kratos Defense & Security Solutions, Inc.'s Government Solutions segment saw a 10% revenue increase year over year, driven by higher sales in specific business units [6] Valuation and Estimates - Axon Enterprise shares have increased by 25.8% over the past six months, outperforming the industry growth of 21.8% [7] - The company is currently trading at a forward price-to-earnings ratio of 101.23X, significantly above the industry average of 47.88X [10] - The Zacks Consensus Estimate for AXON's second-quarter 2025 earnings has increased over the past 60 days, while estimates for 2025 have declined [11]

Strategic Distribution Partnership Brings DarcyIQ and AI Revenue Acceleration to Broader Partner NetworkROCHESTER, N.Y., July 14, 2025 /PRNewswire/ -- DarcyIQ, the AI revenue acceleration platform, today announced the release of DarcyIQ AWS Partner Edition. This new package is designed to help AWS partners automate deal flow management, accelerate sales cycles, and maximize funding opportunities within the AWS ecosystem. DarcyIQ was developed by Innovative Solutions, an AWS Premier consulting partner and to ...

NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Centene Corporation (“Centene” or the “Company”) (NYSE: CNC) investors of an upcoming deadline involving a securities fraud class action lawsuit commenced against the Company. Should You Join This Class Action Lawsuit? Do you, or did you, own shares of Centene Corporation (NYSE: CNC)?Did you purchase your shares between December 12, 2024 and June 30, 2025, inclusive?Did you lose money ...

Bain Capital has agreed to make an investment in PCI Pharma Services, a drug services provider that helps assemble and package medicines https://t.co/KK8mEiFPx6 ...

Wall Street analysts expect Netflix (NFLX) to post quarterly earnings of $7.05 per share in its upcoming report, which indicates a year-over-year increase of 44.5%. Revenues are expected to be $11.05 billion, up 15.6% from the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 0.3% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior to a ...

Key Takeaways CHWY's Autoship sales rose 14.8% to $2.56B, outpacing overall revenue growth of 8.3%. Stronger enrollment and retention drove Autoship to its highest share of net sales yet. Autoship strength supports CHWY's fiscal 2025 sales outlook of $12.3B-$12.45B, up 6-7%.Chewy’s (CHWY) Autoship subscription program remained a cornerstone of the business model in the first quarter of fiscal 2025, reinforcing its role as a key driver of customer loyalty and growth. Autoship sales reached $2.56 billion du ...

Core Insights - Wall Street continues its upward trend, primarily driven by the technology sector's adoption of generative AI, despite some challenges in early 2025 [2] - Three technology companies have seen significant earnings estimate revisions, indicating positive market expectations [3] Company Summaries Dell Technologies Inc. (DELL) - DELL has experienced strong demand for AI servers, securing $12.1 billion in AI server orders, which has created a robust backlog [5][9] - The company is expanding its cloud services and AI infrastructure through its APEX platform, which offers multi-cloud solutions [7] - DELL's expected revenue and earnings growth rates for the current year are 8.7% and 16%, respectively, with a recent 0.1% improvement in earnings estimates [8] Jabil Inc. (JBL) - JBL benefits from momentum in capital equipment and AI-powered data center infrastructure, with an 8.4% increase in next-year EPS estimates [9][12] - The company maintains high free cash flow, indicating efficient financial management and operational efficiency [11] - Expected revenue and earnings growth rates for JBL are 5.8% and 17.8%, respectively, for the next fiscal year [12] Credo Technology Group Holding Ltd. (CRDO) - CRDO specializes in high-performance serial connectivity solutions, with its Active Electrical Cables (AEC) gaining traction in the data center market [14] - The company has seen a 37% increase in earnings estimates over the last 60 days, with expected revenue and earnings growth rates of 85.8% and over 100% for the current year [19] - CRDO's product lines, including PCIe retimers and Ethernet retimers, are experiencing robust demand, particularly in AI server applications [17][18]

SAN CARLOS, Calif., July 14, 2025 (GLOBE NEWSWIRE) -- Oportun Financial Corporation (Nasdaq: OPRT) (“Oportun” or the “Company”), a mission-driven financial services company, today announced it has entered into a multi-year cooperation agreement (the “Agreement”) with Findell Capital Management LLC (collectively with its affiliates, “Findell”) to end the contested director election. Under the terms of the Agreement, Findell has agreed to support and vote in favor of Oportun’s nominees, CEO Raul Vazquez and C ...

记者丨 董静怡 尹华禄 编辑丨骆一帆 刘雪莹 7月14日，阿里巴巴集团副总裁、前钉钉CEO叶军（花名"不穷"）正式离职的消息得到确认。 此前，有消息称，阿里巴巴集团副总裁叶军即将离职，已走完审批流程，但具体离职日期未 定。 叶军的离职并非突然，早在今年3月阿里收购钉钉创始人陈航（花名"无招"）创办的两氢一氧 公司并安排其回归执掌钉钉时， 叶军被调回集团"另有任用"的举动就被内部解读为淡出核心 管理层的信号。 值得注意的是，今年5月中旬，叶军卸任钉钉科技有限公司法定代表人、执行董事兼总经理， 钉钉创始人陈航接任法定代表人，并担任董事、经理。 图：天眼查，钉钉科技有限公司变更信息 人事变动的背后是阿里加速AI战略。在AI技术重构企业服务的当下，钉钉正站在十字路口。 从1到1 0 0 一直以来，叶军算得上是阿里To B业务的关键人物。 他于2007年加入阿里巴巴，其职业生涯几乎贯穿了阿里企业服务发展的全过程——他曾在多个 部门任职，包括阿里软件、速卖通、企业智能等。 2020年疫情期间， 叶军带队开发了全国首张健康码 ，展示了政务数字化的巨大潜力。同年， 他主导了"浙政钉"项目，推动浙江省政务数字化进程。这些成就为 ...

10 July 2025, Berlin: The Google logo can be seen on a small door at the stable guard party. Photo: ... More Jens Kalaene/dpa (Photo by Jens Kalaene/picture alliance via Getty Images)dpa/picture alliance via Getty ImagesGoogle stock has already achieved remarkable gains, growing 2x from $88 levels in early 2023 to approximately $180 at present. But what could drive the stock to double from its current levels over the coming years? The answer is rooted in AI and cloud computing– the main growth engine for Go ...