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Nvidia Stock One of the Best to Own in Q3
Schaeffers Investment Research· 2025-07-03 15:57
Nvidia Corp (NASDAQ:NVDA) just became the world's most valuable company in history. The shares hit a record high of $160.98 today, up 19.1% since the start of 2025. For those betting on even more highs for the semiconductor giant, it's worth noting that the stock rarely disappoints in the third quarter. Per Schaeffer's Senior Quantitative Analyst Rocky White, NVDA finished the third quarter positive in eight out of the last 10 years, making it one of the best S&P 500 Index (SPX) stocks to own during this ti ...
SHEN's Glo Fiber Expands Footprint with Next-Gen Fiber Optic Internet
ZACKS· 2025-07-03 14:06
Core Insights - Shenandoah Telecommunications (SHEN) subsidiary Glo Fiber has launched a 100% fiber-optic broadband service in select neighborhoods of Hillsboro, OH, aiming to enhance digital infrastructure in the region [1] - Glo Fiber currently serves approximately 363,000 homes and businesses and plans to expand to 550,000 by the end of 2026, with a significant revenue increase of 27% year over year to $87.9 million [5][8] - The company utilizes advanced XGS-PON technology to deliver Internet speeds of up to 5 Gbps, providing reliable and symmetrical broadband services [2] Company Performance - In the first quarter of 2025, Glo Fiber added 5,400 subscribers and 16,600 new passings, resulting in a 52% year-over-year revenue growth in Glo Fiber Expansion Markets [5] - Adjusted EBITDA increased by 43% to $27.6 million, supported by strong performance in established markets [5] - The company is optimistic about free cash flow from mature markets, which now have margins exceeding 40% [5] Market Expansion - Glo Fiber's construction efforts are set to continue through early 2026, with over 3,000 homes and businesses in Hillsboro gaining access to high-speed Internet [1] - The company aims to reach 440,000 homes by the end of 2025 and 550,000 by the end of 2026 [6] - Glo Fiber's services include Whole Home Wi-Fi, video streaming, and digital phone services, enhancing customer experience with transparent pricing and local support [3][4] Competitive Landscape - Despite the positive growth, Glo Fiber faces challenges such as intense spending on buildouts and competition in certain markets [6] - Management is implementing strategies like selective promotions and inventory stockpiling to mitigate potential impacts from these challenges [6]
工信部:规划700号段作为号码保护服务业务的专用码号资源
Nan Fang Du Shi Bao· 2025-07-03 13:32
Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China has issued a notice to initiate a pilot program for number protection services to enhance personal information protection and manage telecom resources effectively [1][3]. Group 1: Number Protection Service Overview - The number protection service aims to reduce the risk of personal information leakage and telecom fraud by providing users with temporary numbers (referred to as "intermediate numbers" or "privacy numbers") for communication with service providers [2][3]. - This service is applicable in various online and offline scenarios, such as ride-hailing, online shopping, and food delivery, where users' real phone numbers are hidden during communication [3][4]. Group 2: Implementation Details - The MIIT has planned a dedicated 700 number range for the number protection service, which will be easily distinguishable from regular mobile numbers, with a total length of 15 digits [3][4]. - The pilot program will consist of three phases: a three-month preparation phase, a three-month transition phase, and a two-year formal pilot phase, after which all services will utilize the 700 dedicated numbers [4][5]. Group 3: Operational Management - The notice mandates strict compliance with regulations regarding number resource management, fraud prevention, and non-solicited commercial electronic information control, requiring businesses to establish relevant measures and enhance technical management [4][5]. - The daily order volume for the current number protection service in China is at least 350 million, indicating a significant demand for this service across various sectors [4].
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-03 13:09
🚨BREAKING: Starlink is now available in Chad 🇹🇩 https://t.co/PVZ1awK78L ...
Zenvia (ZENV) - 2025 Q1 - Earnings Call Presentation
2025-07-03 12:59
Financial Performance - Zenvia's net revenues increased from BRL 213 million in Q1 2024 to BRL 296 million in Q1 2025[4] - G&A expenses decreased from BRL 31 million in Q1 2024 to BRL 24 million in Q1 2025[4] - Non-GAAP adjusted gross profit decreased from BRL 93.6 million in Q1 2024 to BRL 74.2 million in Q1 2025[10] - Non-GAAP adjusted gross margin consolidated decreased from 44% in Q1 2024 to 25.1% in Q1 2025[4] - EBITDA decreased from BRL 23 million in Q1 2024 to BRL 20 million in Q1 2025[4] - EBITDA minus CAPEX decreased from BRL 11.2 million in Q1 2024 to BRL 10.1 million in Q1 2025[16] Business Segments - CPaaS revenue increased from BRL 136 million in Q1 2024 to BRL 215 million in Q1 2025[7] - SaaS revenue increased from BRL 77 million in Q1 2024 to BRL 81 million in Q1 2025[7] - Non-GAAP adjusted gross margin for SaaS decreased from 56.4% in Q1 2024 to 53.7% in Q1 2025[4] - Non-GAAP adjusted gross margin for CPaaS decreased from 37% in Q1 2024 to 14.3% in Q1 2025[10]
BCE Q2 2025 results to be announced August 7
Prnewswire· 2025-07-03 12:00
Company Overview - BCE Inc. is Canada's largest communications company, providing advanced Bell broadband Internet, wireless, TV, media, and business communications services [3]. Upcoming Conference Call - BCE Inc. will hold its second-quarter 2025 results conference call on August 7, 2025, at 8:00 am eastern, featuring CEO Mirko Bibic and CFO Curtis Millen [1]. - Participants can join the call by dialing toll-free numbers, and a replay will be available until September 7, 2025 [2]. Community Initiatives - Through the "Bell for Better" initiative, the company is investing in social and economic prosperity, including the Bell Let's Talk initiative that promotes mental health awareness and anti-stigma campaigns across Canada [4].
Iridium Announces Release Date for Second-Quarter 2025 Financial Results
Prnewswire· 2025-07-03 11:00
MCLEAN, Va., July 3, 2025 /PRNewswire/ -- Iridium Communications Inc. (Nasdaq: IRDM) ("Iridium"), a leading provider of global voice and data satellite communications, will host a conference call on Thursday, July 24, 2025 at 8:30 a.m. Eastern Time (ET) to discuss the Company's second-quarter 2025 financial results. In advance of the call on July 24, 2025, Iridium will issue its second-quarter 2025 earnings press release, which will be available on the investor relations page of the Company's website. To pa ...
Ericsson: No Longer An Attractive Risk-Reward
Seeking Alpha· 2025-07-02 18:45
Group 1 - Ericsson is one of the world's largest telecommunications equipment providers and is well-positioned to benefit from the transition to 5G technology [1] - The company holds thousands of essential patents, making it a leading player in the telecommunications industry alongside competitors like Nokia [1] Group 2 - The article does not provide any additional relevant content regarding the industry or company beyond the information about Ericsson and its position in the 5G transition [1]
Deutsche Telekom selects IBM Concert to accelerate IT processes with AI-powered automation
Prnewswire· 2025-07-02 17:44
The AI-powered solution IBM Concert enables intelligent automation in patch management and the orchestration of security-related activitiesBÖBLINGEN, Germany, July 2, 2025 /PRNewswire/ -- Today, IBM is announcing that Deutsche Telekom, one of the world's leading providers of telecommunications and IT services, serving millions of residential and business customers, will implement the AI-powered solution IBM Concert, enabling intelligent automation in patch management and the orchestration of security-relate ...
Orange Strengthens Sovereignty With New Defense & Security Division
ZACKS· 2025-07-02 14:56
Core Insights - Orange S.A. has launched a new Defense & Security Division under Orange Business, aligning with its "Lead the Future" roadmap focused on sovereign-critical verticals, particularly in defense and homeland security across France and Europe [1][10] Group 1: Strategic Positioning - The new division aims to address evolving security threats and the complexities of modern defense ecosystems, positioning Orange as a leader in delivering resilient, secure, and sovereign digital infrastructure [2] - The initiative is driven by the demand from defense ministries, national security agencies, and critical infrastructure providers for innovative and compliant digital tools amid rising geopolitical tensions and cyber threats [2][7] Group 2: Division Objectives - The Defense & Security Division consolidates Orange's strengths to accelerate the digital transformation of defense ministries and the broader security industry ecosystem [3] - Key objectives include developing resilient connectivity solutions, hybridizing military and civilian networks, hosting sensitive data in compliance with regulations, providing emergency communications infrastructure, and deploying advanced cybersecurity tools and AI solutions [4] Group 3: Technological Backbone - The division leverages the technological capabilities of Orange Business, which includes 45,000 km of terrestrial fiber optics, over 2,500 satellite antennas, and 450,000 km of submarine cables, along with a top-tier 5G network in France and Europe [5] - Orange Cyberdefense supports this effort with robust cybersecurity capabilities, maintaining an 8% growth in the B2B segment, particularly in France [6] Group 4: Market Performance - Orange currently holds a Zacks Rank of 4 (Sell), with its shares increasing by 14.2% over the past three months, compared to a 16.9% growth in the Zacks Wireless Non-US industry [8]