截至2025年5月16日 14:04，中证大数据产业指数(930902)下跌0.33%。成分股方面涨跌互现，天下秀(600556)领涨2.77%，博思软件(300525)上涨1.73%，盛视 科技(002990)上涨1.33%；税友股份(603171)领跌2.37%，新点软件(688232)下跌1.94%，光环新网(300383)下跌1.83%。数据ETF(516000)下跌0.33%，最新报 价0.91元。拉长时间看，截至2025年5月15日，数据ETF今年以来累计上涨1.44%，涨幅排名可比基金1/3。 流动性方面，数据ETF盘中换手2.32%，成交967.66万元。拉长时间看，截至5月15日，数据ETF近1年日均成交1684.95万元。 份额方面，数据ETF最新份额达4.57亿份，创近1月新高。 数据显示，截至2025年4月30日，中证大数据产业指数(930902)前十大权重股分别为科大讯飞(002230)、中科曙光(603019)、紫光股份(000938)、浪潮信息 (000977)、恒生电子(600570)、拓维信息(002261)、润泽科技(300442)、用友网络(600588)、网宿科技(30 ...

FUTURE OF TECH 15 May 2025 India Technology, Media & Internet Future of Tech - Agentic AI & LLMs - Takeaways from our conference Rahul Malhotra +65 6326 7642 rahul.malhotra@bernsteinsg.com Bernstein hosted its Future of Tech conference in Singapore on 14th May 2025 with a panel discussion on Agentic AI and LLM capabilities. We had COO & Co- Founder of AI Rudder (private, voice AI platform) and Head of AI at Straive (private, AI analytics) to discuss Agentic AI & LLMs and how they will impact the future of T ...

TSS (TSSI) Q1 2025 Earnings Call May 15, 2025 05:00 PM ET Company Participants James Carbonara - PartnerDarryll Dewan - CEO, President & DirectorDanny Chism - CFOKris Tuttle - Head of Research & Chief Investment Officer Conference Call Participants None - Analyst Operator Afternoon, and welcome to the TSS Inc. First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants have been placed on a listen only mode, and the floor will be opened for your questions and comments ...

Financial Data and Key Metrics Changes - The company recorded total revenue of $34.2 million for the quarter, remaining in line compared to the same quarter last year [23] - Gross profit for the first quarter was $4.8 million, or 14% of revenues, compared to $4.7 million, or 14% of revenues in the same period in 2024 [25] - Net loss for the first quarter was $724,000, or a loss of $0.08 per share, compared to a net loss of $653,000, or a loss of $0.07 per share for the same period last year [27] - Adjusted EBITDA for the first quarter was $92,400, marking the thirty-first consecutive quarter of positive adjusted EBITDA [27] Business Line Data and Key Metrics Changes - Carrier services revenue for the quarter was $22.4 million, an increase of $3 million compared to the same period in 2024, driven by growth in the number of lines under management for the DHS customer [24] - Managed services fees for the quarter were $9.3 million, an increase of $564,000 compared to the same period last year, primarily due to a new federal end customer [24] - Reselling and other services revenue decreased to $789,000, a drop of $4.2 million from the same period last year, with $2.7 million of the decrease attributed to an out-of-period adjustment [25] Market Data and Key Metrics Changes - The federal contract backlog as of March 31, 2025, stood at $268 million, indicating a strong pipeline of future revenue opportunities [25] - The company is experiencing increased activity under the SPIRO-four contract, with two additional task orders awarded this quarter [6][7] Company Strategy and Development Direction - The company aims to deepen relationships with existing partners while building new ones, particularly through its Device as a Service initiative [11] - The company plans to prepare for the upcoming DHS CWMS three point zero recompete, believing it is well-positioned to win the contract again [11] - Strategic investments will be made in sales and marketing capabilities to drive visibility and growth across core markets [20] Management's Comments on Operating Environment and Future Outlook - Management remains cautiously optimistic about the alignment with federal government priorities, particularly in reducing waste and improving efficiency [9] - The company is focused on capturing opportunities in a politically dynamic and economically uncertain environment, with a commitment to delivering long-term value for shareholders [12] - Management expressed confidence in achieving positive earnings per share for 2025, despite the ongoing economic challenges [12] Other Important Information - The company plans to increase capital investments by approximately $500,000 for the year to support strategic priorities, including the Device as a Service program [28] - The cash balance at the end of the quarter was $3.7 million, impacted by administrative challenges with a major customer [28] Q&A Session Summary Question: Clarification on accounting adjustment impact - The analyst inquired if the reported numbers should be adjusted to reflect the out-of-period adjustment, to which the CFO confirmed that revenue and EBITDA should be grossed up accordingly [31][32] Question: Timeline for CWMS recompete - Management indicated that the recompete is expected to occur this year, with an award made prior to the expiration of the current contract in November [35][36] Question: Details on SPIRO-four contract - Management confirmed that SPIRO-four has a total contract value of $2.7 billion, with the company having captured several task orders under this contract [41][42] Question: Commercial opportunities and resource allocation - Management highlighted that there are significant commercial opportunities, particularly in the Device as a Service sector, and emphasized ongoing investments to support these initiatives [57][58]

Financial Data and Key Metrics Changes - Revenues reached $611.1 million, representing a 7% year-over-year increase and 8.6% in constant currency, slightly below initial guidance [6][22] - Adjusted gross margin for the quarter stood at 38%, flat year-over-year, while adjusted operating margin was 14.8%, falling short of expectations due to lower revenues [24][25] - Adjusted net income for Q1 was $67.8 million, translating into an adjusted diluted EPS of $1.50, almost flat year-over-year [25][26] - Cash and cash equivalents and short-term investments were $120.2 million, with net debt at $167 million, indicating a low net debt ratio and substantial financial flexibility [25][26] Business Line Data and Key Metrics Changes - North America saw a 6% year-over-year revenue increase, Europe grew by 13.4%, and new markets experienced an 84.4% year-over-year growth, while Latin America declined by nearly 9% [22][23] - Revenue per IT head increased by 2.8% year-over-year, reflecting the value and efficiency delivered [24] Market Data and Key Metrics Changes - The macroeconomic environment has been challenging, with a significant rise in the probability of a recession in the U.S. and softening consumer spending impacting customer decisions [8][22] - Pipeline conversion has slowed, particularly in the U.S., while growth in some Latin American countries has been lower than expected [8][9] Company Strategy and Development Direction - The company is focusing on three core pillars: deepening relationships with strategic clients, expanding AI studios for comprehensive AI transformation, and implementing a subscription model for service delivery [10][12][14] - The subscription model aims to provide a flexible, consumption-based framework for clients, aligning incentives around outcomes rather than hours worked [12][14] - The company is committed to long-term value creation and transformative impact, despite current macroeconomic challenges [9][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength and resilience of the business, noting a robust pipeline with a 20% increase year-over-year [9][34] - The company anticipates a recovery in Latin America, with improvements noted in Argentina and Chile, although Mexico and Brazil remain challenging [36][116] - Revised revenue guidance for Q2 is at least $612 million, reflecting a cautious outlook amid macroeconomic uncertainties [26][39] Other Important Information - The company introduced Globant Coda, an AI-driven suite aimed at simplifying and accelerating the software development lifecycle [15] - Recent partnerships include a reinvention partnership with the Saudi Pro League and a collaboration with Formula One to enhance competitive experiences [17][18] Q&A Session Summary Question: Recovery of demand in Latin America - Management noted that many deals are being delayed rather than canceled, with a robust pipeline indicating potential recovery [34][36] Question: Backlog of signed contracts - The company indicated a high level of visibility and comfort regarding the backlog relative to revenue guidance, though uncertainty remains for the second half of the year [50][51] Question: Performance of top clients - Most top clients performed similarly, with stabilization expected in Q2, although those with consumer-facing exposure faced more challenges [62][64] Question: Competitive position in application development - The company maintains a balanced approach across application development, cloud, and creative services, positioning itself well in a complex market [75][76] Question: Margins in Latin America - Margins are not significantly different across regions, with a focus on maintaining healthy relationships and pricing strategies [88][90] Question: Traction of new commercial models - AI revenue is growing significantly, with the new subscription model generating early interest, although it is not yet a substantial percentage of total revenue [94][96]

WidePoint (WYY) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Good afternoon. Welcome to WidePoint's First Quarter twenty twenty five Earnings Conference Call. My name is Kelly, and I will be your operator for today's call. Joining us for today's presentation are WidePoint's President and CEO, Jin Kang Chief Revenue Officer, Jason Holloway and Chief Financial Officer, Robert George. Following their remarks, we will open up the call for questions from WidePoint's publishing analysts and major inves ...

Financial Data and Key Metrics Changes - Revenues reached $611.1 million, representing a 7% year-over-year increase and 8.6% in constant currency, slightly below February guidance [21][5][24] - Adjusted gross margin for the quarter stood at 38%, flat year-over-year, while adjusted operating margin was 14.8% [23][24] - Adjusted net income for Q1 2025 was $67.8 million, translating into an adjusted diluted EPS of $1.50, almost flat year-over-year [24] - Cash and cash equivalents and short-term investments were $120.2 million, with net debt at $167 million, indicating a low net debt ratio [24][25] Business Line Data and Key Metrics Changes - North America saw a 6% year-over-year revenue increase, Europe grew by 13.4%, and new markets experienced an 84.4% year-over-year growth [22] - Latin America faced a decline of nearly 9% year-over-year, with notable contractions in Mexico and Brazil, partially offset by strong growth in Argentina [22][21] Market Data and Key Metrics Changes - The macroeconomic environment has been challenging, with a significant rise in the probability of a U.S. recession and softening consumer spending [7][6] - The pipeline remains robust with a 20% increase over last year, despite near-term challenges [8][21] Company Strategy and Development Direction - The company is focusing on three core pillars: expanding its 100 square accounts, enhancing AI studios for comprehensive AI transformation, and implementing a subscription model for service delivery [9][10][12] - The subscription model aims to provide a consumption-based framework for clients, aligning incentives around outcomes rather than hours worked [12][14] - The company is committed to long-term value creation and transformative impact, particularly in AI and digital transformation [6][20] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the current challenging macroeconomic environment but remains confident in the strength and resilience of the business [5][6] - The company has revised its full-year revenue guidance to at least $2.004 billion, representing 2% year-over-year growth [25] - Management expects a solid second quarter with guidance of at least $612 million in revenues, reflecting a cautious but optimistic outlook [25][26] Other Important Information - The company has introduced Globant Coda, an AI-driven suite aimed at simplifying the software development lifecycle [15] - Recent partnerships include a reinvention partnership with the Saudi Pro League and a major milestone with Formula One [16][17] Q&A Session Summary Question: Recovery of demand in Latin America - Management indicated that many deals are being delayed rather than canceled, with a 20% increase in the pipeline providing optimism for recovery [33][34][36] Question: Protecting margins amid potential deterioration - Management confirmed that measures are in place to protect margins and profitability, with a focus on disciplined pricing and cash flow management [42][43] Question: Backlog and revenue guidance - Management stated that visibility is high for the second quarter, with a focus on maintaining a derisked revenue forecast [50][51] Question: Performance of top clients - Management noted stabilization in performance among top clients, with new markets continuing to outperform [62] Question: Capital positioning and cash flow generation - Management emphasized a focus on protecting cash flow and reducing capital expenditures while prioritizing AI investments [118][119]

Core Insights - Globant reported Q1 2025 revenues of $611.1 million, reflecting a 7% year-over-year growth despite a challenging macroeconomic environment [5][8][7] - The company emphasizes its focus on AI-related opportunities and a comprehensive growth strategy that integrates client-centric vision with industry-specialized AI Studios [4][5] - Adjusted diluted EPS for Q1 2025 was $1.50, slightly down from $1.53 in Q1 2024, while IFRS diluted EPS was $0.68 compared to $1.02 in the same period last year [7][8] Financial Performance - Revenues for Q1 2025 were $611.1 million, a 7.0% increase from $571.1 million in Q1 2024 [5][8] - IFRS Gross Profit Margin was 34.9%, down from 35.4% in Q1 2024, while Non-IFRS Adjusted Gross Profit Margin remained stable at 38.0% [8] - Profit from Operations Margin under IFRS was 8.2%, compared to 8.4% in Q1 2024, and Non-IFRS Adjusted Profit from Operations Margin was 14.8%, down from 15.0% [8] Customer and Market Insights - The geographic revenue breakdown for Q1 2025 showed 55.5% from North America, 19.6% from Latin America, 18.2% from Europe, and 6.7% from New Markets [8][25] - Globant served a total of 1,004 customers in the last twelve months, with 341 accounts generating over $1 million in annual revenues, an increase from 318 in the previous year [8][25] - 67.2% of revenues for Q1 2025 were denominated in US dollars, indicating a strong reliance on the US market [8][25] Future Outlook - For Q2 2025, revenues are estimated to be at least $612.0 million, representing a 4.2% year-over-year growth [13] - The fiscal year 2025 revenue forecast is at least $2,464.0 million, implying a minimum of 2.0% year-over-year growth [13] - Non-IFRS Adjusted Diluted EPS for Q2 2025 is estimated to be at least $1.52, with a projected average of 45.7 million diluted shares outstanding [13]

Core Insights - The survey indicates a shift in enterprise strategy from cost-cutting to intelligent transformation, emphasizing the use of AI for innovation and enhancing customer experiences [2][7] - Enterprises are prioritizing investments in generative AI and outsourcing budgets over the next two to three years, signaling a long-term transformation focus [7] Group 1: Survey Findings - The survey conducted by Everest Group involved over 450 enterprise leaders globally, focusing on generative AI planning and implementation across various sectors [8] - Key sectors highlighted include Banking and Financial Services, Insurance, Healthcare, and Technology, with a strong emphasis on value creation and AI-human collaboration [2][8] Group 2: Enterprise Priorities - Technology implementation, modernization, and enhancing customer experience are top priorities, surpassing cost reduction and productivity [7] - Enterprises are increasingly valuing partners that offer end-to-end transformation capabilities, particularly those that can operationalize customer-centric goals [7] Group 3: Concentrix Positioning - Concentrix is recognized as a leading partner for intelligent transformation, leveraging its technology investments and integrated capabilities to serve clients effectively [6][7] - The company is frequently considered alongside major IT services and AI tech providers for enterprises looking to design and implement generative AI initiatives [7]

By letter received on May 13, 2025, the simplified joint-stock company Indépendance AM (20 avenue Franklin D. Roosevelt, 75008 Paris), acting on behalf of funds under its management, declared that on May 8, 2025, it had crossed upwards the thresholds of 5% of the share capital and voting rights of Sword Group. It stated that it holds, on behalf of the aforementioned funds, 512,929 Sword Group shares, representing the same number of voting rights, i.e., 5.37% of the company’s share capital and voting rights ...