Core Insights - A significant shortage of skilled technology talent is impeding companies' ability to achieve strategic goals and modernize operations, with 74% of technology leaders planning to hire for growth but 87% facing challenges in finding qualified candidates [1][3] Group 1: Priorities and Challenges - The top priorities for technology leaders in 2025 include addressing technical debt, modernizing IT operations, and driving innovation, necessitating a strategic hiring and development plan [2][3] - Technical debt is identified as a major barrier by 55% of tech leaders, highlighting the need for specialized skills in areas like AI, cloud architecture, and cybersecurity [3] - 76% of tech leaders report skills gaps within their teams, particularly in digital transformation and enterprise resource planning (ERP), with 75% expecting demand for such skills to grow in 2025 [3][4] Group 2: ERP and Digital Transformation - 92% of tech leaders face challenges in hiring for ERP-related roles, with evolving ERP platforms requiring professionals skilled in dynamic, cloud-based solutions [3][4] - The integration of intelligent and real-time ERP systems is essential for modern IT infrastructure, yet finding qualified professionals remains a significant challenge [3] Group 3: Key Areas of Focus - Key focus areas for technology leaders include cybersecurity, AI and machine learning, technology modernization, and cloud initiatives, which are critical for improving productivity and supporting agile operations [4][5]

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Core Viewpoint - Cintas has seen a slight increase in share price of approximately 1.7% since the last earnings report, outperforming the S&P 500, but there are concerns about whether this positive trend will continue leading up to the next earnings release [1]. Estimates Movement - Estimates for Cintas have trended downward over the past month, indicating a potential shift in analyst sentiment [2]. VGM Scores - Cintas currently holds a Growth Score of B, but has a low Momentum Score of D and a Value Score of D, placing it in the bottom 40% for the value investment strategy. The aggregate VGM Score for the stock is C, which is relevant for investors not focused on a single strategy [3]. Outlook - The overall trend of downward estimate revisions has resulted in a net zero change. Cintas holds a Zacks Rank of 2 (Buy), suggesting an expectation of above-average returns in the coming months [4]. Industry Performance - Cintas is part of the Zacks Business - Services industry. ABM Industries, a peer in the same industry, reported revenues of $2.11 billion for the last quarter, reflecting a year-over-year increase of 2.2%. The EPS for ABM was $0.87, slightly up from $0.86 a year ago [5]. - ABM Industries is projected to post earnings of $0.88 per share for the current quarter, which represents a year-over-year change of 1.2%. The Zacks Consensus Estimate for ABM has changed by +0.9% over the last 30 days, resulting in a Zacks Rank of 3 (Hold) and a VGM Score of C [6].

Core Viewpoint - Oxford Square Capital Corp. reported its financial results for the quarter ended March 31, 2025, highlighting a decrease in net asset value and net losses from operations compared to the previous quarter [1]. Financial Performance - Net asset value (NAV) per share decreased to $2.09 as of March 31, 2025, down from $2.30 on December 31, 2024 [1]. - Net investment income (NII) for the quarter was approximately $6.1 million, or $0.09 per share, compared to $6.0 million, or $0.09 per share, for the previous quarter [1]. - Total investment income remained stable at approximately $10.2 million for the quarter, similar to the previous quarter [1]. - Total expenses for the quarter were approximately $4.1 million, a slight decrease from $4.2 million in the previous quarter [1]. Investment Income Breakdown - Investment income for the quarter included $5.5 million from debt investments, $4.0 million from CLO equity investments, and $0.7 million from other income [1]. - The weighted average yield of debt investments was 14.3%, down from 15.8% as of December 31, 2024 [1]. - The weighted average effective yield of CLO equity investments increased to 9.0% from 8.8% in the previous quarter [1]. - The cash distribution yield of cash income-producing CLO equity investments was 16.0%, slightly down from 16.2% [1]. Operational Metrics - The company recorded a net decrease in net assets resulting from operations of approximately $8.1 million, which included NII of $6.1 million, net realized losses of $12.2 million, and net unrealized depreciation of $2.1 million [1]. - Investment activity included purchases of approximately $16.0 million, sales of approximately $10.7 million, and repayments of approximately $8.7 million during the quarter [1]. - The weighted average credit rating was 2.2 based on total fair value, down from 2.3 as of December 31, 2024 [1]. Shareholder Distributions - The Board of Directors declared distributions of $0.035 per share for July, August, and September 2025 [1]. - The company issued approximately 1.3 million shares of common stock, resulting in net proceeds of approximately $3.5 million [1]. Assets and Liabilities - Total assets as of March 31, 2025, were approximately $285.5 million, down from $299.7 million as of December 31, 2024 [5]. - Total liabilities were approximately $136.6 million, compared to $139.1 million in the previous quarter [5]. - Net assets totaled approximately $148.9 million, down from $160.7 million [5].

Core Insights - SPS Commerce reported quarterly earnings of $1 per share, exceeding the Zacks Consensus Estimate of $0.84 per share, and compared to earnings of $0.86 per share a year ago [1] - The company achieved a revenue of $181.55 million for the quarter, surpassing the Zacks Consensus Estimate by 1.12%, and up from $149.58 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was 19.05%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - The company also delivered a surprise of 2.30% in the previous quarter, with actual earnings of $0.89 compared to an expected $0.87 [2] Future Outlook - Current consensus EPS estimate for the upcoming quarter is $0.92 on revenues of $185.7 million, and for the current fiscal year, it is $3.83 on revenues of $761.07 million [8] - The estimate revisions trend for SPS Commerce is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [7] Industry Context - The Business - Services industry, to which SPS Commerce belongs, is currently in the top 34% of Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [6]

Core Viewpoint - Thomson Reuters (TRI) is positioned well to continue its trend of beating earnings estimates in upcoming quarterly reports [1]. Group 1: Earnings Performance - Thomson Reuters has a strong history of surpassing earnings estimates, averaging a 3.89% beat over the last two quarters [2]. - In the most recent quarter, the company reported earnings of $1.01 per share against an expectation of $0.96, resulting in a surprise of 5.21% [3]. - For the previous quarter, Thomson Reuters reported $0.80 per share, exceeding the consensus estimate of $0.78, which was a surprise of 2.56% [3]. Group 2: Earnings Estimates and Predictions - Estimates for Thomson Reuters have been trending higher, supported by its history of earnings surprises [5]. - The company currently has a positive Earnings ESP of +0.47%, indicating increased analyst optimism regarding its near-term earnings potential [8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong possibility of another earnings beat in the upcoming report [8]. Group 3: Earnings ESP Insights - Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7]. - A negative Earnings ESP does not necessarily indicate an earnings miss but can reduce the predictive power of the metric [9].

CBIZ (CBZ) Q1 2025 Earnings Call April 24, 2025 11:00 AM ET Company Participants Lori Novickis - Director of Corporate RelationsJerry Grisko - President & Chief Executive OfficerBrad Lakhia - CFO Conference Call Participants Christopher Moore - Senior AnalystAndrew Nicholas - Equity Research AnalystMarc Riddick - Business Services Analyst Operator Good day, and welcome to the C. Biz First Quarter twenty twenty five Results Conference Call. All participants will be in listen only mode. Should you need assist ...

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The high-yield BDC could be a safe haven investment in a stormy market.Ares Capital (ARCC 1.74%) is often considered a reliable income investment. It's the world's largest business development company (BDC), with a $26.8 billion portfolio at the end of 2024, and it pays out most of its profits as dividends. It currently pays a hefty forward dividend yield of 9.1%, and it has paid continuous dividends since its IPO in 2004. BDCs also need to pay out at least 90% of their taxable profits as dividends to maint ...

Core Viewpoint - Healthcare Services (HCSG) reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.18 per share, and showing an increase from $0.22 per share a year ago [1][2] Financial Performance - The company achieved revenues of $447.66 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.85% and increasing from $423.43 million year-over-year [3] - HCSG has surpassed consensus EPS estimates three times in the last four quarters [2][3] Stock Performance - The stock has underperformed, losing about 19% since the beginning of the year, compared to the S&P 500's decline of 10.1% [4] - The sustainability of the stock's price movement will depend on management's commentary during the earnings call [4] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $446.6 million, and for the current fiscal year, it is $0.80 on revenues of $1.79 billion [8] - The estimate revisions trend for HCSG is currently favorable, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [7] Industry Context - The Business - Services industry, to which HCSG belongs, is currently in the top 32% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [9]