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Nokia - Gordon Milliken (AMD at MWC 2025)
AMD· 2025-07-16 18:42
Hi everybody, my name is Gordon Milliken, product line manager for Nokia's Packet Core. And today I want to talk to you about our appliance product line that's come about as a result of the collaboration between Nokia, AMD and Hewlett Packard. Maybe first you might ask yourself, what's an appliance.Well, here's our appliance right here. It's a two server solution where we've deployed on top of AMD servers, we've deployed our Packet Core products, our control plane products and user plane products as VNFs, b ...
AMD Telco Leadership - Derek Dicker (AMD at MWC 2025)
AMD· 2025-07-16 18:26
AMD is here at the Mobile World Congress because this is the preeminent event for all telecommunications activities going on in the world today. We're very blessed to have an outstanding portfolio of products to participate across a wide number of players in this industry, ranging from OEMs to packet core providers to operators. And we're very blessed to have demos inside every one of those.AMD is particularly excited to work with KDDI on their presence here at MWC. The technologies that they demonstrate in ...
AMD Telco Leadership - Kumaran Siva (AMD at MWC 2025)
AMD· 2025-07-16 18:22
Hi, I'm Kumaran Siva. I'm Corporate Vice President here at AMD, responsible for business development, especially for the EPYC CPU product line, and of course, really focused on telecommunications. We're showing a number of things on packet core and on RAM.So behind me here, we have the Ericsson and Nokia displays. So these are some of the innovations that we have put together with these two companies. We've been engaged for greater than two years, actually, on multiple generations of our CPUs.The key value ...
Ericsson Q2 Earnings Beat Estimates on Healthy Licensing Revenue
ZACKS· 2025-07-16 15:35
Key Takeaways ERIC posted Q2 net income of SEK 4.6B, reversing a loss from the prior-year quarter. Total revenue fell 6% year over year and missed estimates in some major business segments. Gross margin rose to 48% on higher licensing revenue, cost cuts, and delivery improvements.Ericsson (ERIC) reported mixed second-quarter 2025 results, with adjusted earnings beating the Zacks Consensus Estimate but revenues missing the same. Despite healthy traction in the Networks Segment in the Americas, ERIC’s top l ...
Rogers Communication (RCI) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
ZACKS· 2025-07-16 15:07
Rogers Communication (RCI) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July ...
Should You Buy, Sell or Hold VZ Stock Ahead of Q2 Earnings?
ZACKS· 2025-07-16 14:56
Core Viewpoint - Verizon Communications Inc. is expected to report second-quarter 2025 earnings with a consensus estimate of $33.6 billion in revenue and $1.18 per share in earnings, indicating a potential earnings beat due to new contracts and strategic initiatives [1][4][3] Earnings Estimates - Earnings estimates for 2025 have slightly decreased from $4.69 to $4.68 per share, while estimates for 2026 have increased from $4.86 to $4.90 per share over the past 30 days [1][2] - The current earnings surprise history shows Verizon has exceeded expectations in the last four quarters, with an average surprise of 1.53% [2] Revenue Projections - The Zacks Consensus Estimate for revenues from the Consumer segment is $25.69 billion, while the Business segment is projected at $7.26 billion [8][10] - The company has secured a multibillion-dollar contract for a Private 5G Network in the UK, which is expected to enhance revenue from logistics and manufacturing sectors [6] Strategic Initiatives - Verizon is implementing mix-and-match pricing in wireless and home broadband plans, which has historically led to increased adoption of 5G devices [5] - The launch of the Verizon Frontline Network Slice for first responders aims to improve connectivity and reliability, likely contributing to customer growth [7] Financial Performance - Over the past year, Verizon's stock has declined by 1.7%, underperforming the industry average growth of 18.5% and competitors like AT&T and T-Mobile [13] - The company is trading at a price/earnings ratio of 8.6, which is lower than the industry average of 12.91, indicating a potentially attractive valuation [15] Investment Considerations - Continued investment in fiber infrastructure and new technologies positions Verizon to enhance connectivity and subscriber growth [16] - High capital expenditures for 5G expansion and infrastructure development have pressured margins, with ongoing competition in the saturated U.S. wireless market posing future revenue challenges [17]
World's Most Powerful Wi-Fi Hotspot, Sonim MegaConnect, Delivers Superior Connectivity for Public Safety on FirstNet
Newsfile· 2025-07-16 14:00
World's Most Powerful Wi-Fi Hotspot, Sonim MegaConnect, Delivers Superior Connectivity for Public Safety on FirstNetAble to fit in your hand, the ruggedized Sonim MegaConnect(TM) gives public safety more power, faster speeds, and more flexibility than ever before.July 16, 2025 10:00 AM EDT | Source: Sonim Technologies, Inc.Key Takeaways:The ultra-portable and ruggedized MegaConnect - the smallest and most affordable high-powered user equipment (HPUE) on the market - is built to withstand the d ...
Verizon Frontline welcomes newest “Verizon Frontline Verified” partners: Radiav and Siyata
Globenewswire· 2025-07-16 13:00
ASHBURN, Va., July 16, 2025 (GLOBE NEWSWIRE) -- Verizon Frontline today announced that two more industry partners have joined the growing list of companies whose products have earned “Verizon Frontline Verified” status. With Radiav and Siyata now part of the "Verizon Frontline Verified" program, Verizon continues to demonstrate its commitment to providing proven 5G-enabled solutions built for first responders. Radiav's revolutionary Rapid Air Deployable (RAD) is a compact, deployable communications unit des ...
Cogent Communications to Host Second Quarter 2025 Earnings Call on August 7, 2025
Prnewswire· 2025-07-16 12:30
WASHINGTON, July 16, 2025 /PRNewswire/ -- Cogent Communications Holdings, Inc. ("Cogent") (NASDAQ: CCOI) will host a conference call at 8:30 a.m. (ET) on August 7, 2025 to present Cogent's operating results for the second quarter of 2025 and answer questions. Cogent will issue a press release announcing the operating results at 7:00 a.m. (ET) on August 7, 2025. Participation is open to all parties and this call may be accessed as follows: Dial-in Numbers:1-888-596-4144 for U.S. and Canadian callers 1-646-96 ...
AI全产业链推荐
2025-07-16 06:13
请参会人员务必注意本次电话会议交流内容仅限参会人员内部参考任何机构或个人不得以任何形式对电话会议任何内容进行泄露或外发请勿以任何方式索要 泄露、散布、转发电话会议纪要任何泄露电话会议纪要等信息的行为均为侵权行为身亡红颜研究保留追究泄露转发者法律责任的权利各位尊敬的投资者大家晚上好我是身亡红颜的互联网才卖经理士林启贤欢迎来参加今天晚上这个AI全产业链的会议 那我们今天是有六位分析师发言涵盖了TMT的四个行业也包括像关注度比较高的B端、C端的应用以及算力、芯片 我们先说一下我们这次会议的背景然后再由这个分析师依次来做汇报我们今天讲AI产业链第一个背景是整个资金链上面我们看到最近这一周来说的话就是整个 TNT板块整个交易的拥挤度已经回到了23年初的水平那估值也有一个明显的回落所以首先是有低位上面资金高切低的这么一个需求这是第一第二就是我们从产业的角度来看虽然 大概在5月份港股的互联网公司出来一报之后市场会觉得国产的AI没有新的强催化所以很多的AI各个环节的标的都会有一些调整但是我们可以看到其实本身产业是有很多的进展的包括在赚利环节我们看到海外博通S芯片的代表已经创下了新高而且对英伟达也是有一个比较大的反弹 那我们也 ...