Software and Services
Search documents
Microsoft shows gain on OpenAI investment after restructuring as cloud growth slows
CNBC· 2026-01-28 21:11
Microsoft CEO Satya Nadella speaks at the World Economic Forum in Davos, Switzerland, on Jan. 20, 2026.Microsoft shares fell 4% in extended trading on Wednesday after the software maker posted slowing cloud growth.Here's how the company performed in comparison with LSEG consensus:Earnings per share: $4.14 adjusted vs. $3.97 expectedRevenue: $81.27 billion vs. $80.27 billion expectedMicrosoft's revenue grew 17% year over year in the fiscal second quarter, which ended on Dec. 31, according to a statement. Net ...
Azure, CapEx & AI Buildout: MSFT Metrics to Mind Into Earnings
Youtube· 2026-01-28 16:30
We're back on Morning Trade Live. Let's focus on this afternoon's mega cap tech earnings. Here's where Microsoft, Meta, and Tesla are trading this morning ahead of their quarterly reports after the close.We've got Microsoft on the line very much waiting for some direction here. Meta is up 3/10en of a percent and Tesla is up 8/10 of 1% right now. So, a little bit of a mixed picture as we await these report cards.But Microsoft is the focus for us this morning on the morning trades. So, joining us for a closer ...
Blackbaud Supports Generation: You Employed to Advance Workforce Development and Economic Mobility
Prnewswire· 2026-01-28 15:00
Millions of people face barriers to securing stable, living-wage employment due to skills gaps, limited access to quality training, and rapidly evolving labor markets. Generation, a global nonprofit founded in 2015, exists to bridge this divide by equipping adults of all ages with the skills, support, and opportunities necessary to access meaningful careers. "At Blackbaud, we are deeply committed to fueling meaningful change," said Margaret "Maggie" Driscoll, chief people and culture officer, Blackbaud. "Ou ...
3 Large Cap Stocks Announce Big Buyback Boosts Amid +20% Falls
Yahoo Finance· 2026-01-28 13:19
Glowing upward arrows and rising candlestick chart symbolizing CoStar’s share buyback boost and rebound. Key Points Automatic Data Processing, CoStar Group, and Paychex all expanded buyback capacity after steep share-price declines. Each authorization equals a meaningful slice of market cap, suggesting management confidence at current levels. CoStar stands out for pairing a large repurchase plan with updated forward commentary as it ramps investment. Interested in CoStar Group, Inc.? Here are five sto ...
容联云用智能体,给出一条“结果导向”的产业答案
Xin Lang Cai Jing· 2026-01-28 11:36
来源:钛媒体 2026年初,大模型浪潮已奔涌三个年头,企业界正经历一场从"技术狂热"到"价值焦虑"的深刻转变。在大模型调用量飙升、参数规模内卷、Agent(智能 体)尝试遍地开花的表象下,企业内部真正被反复追问的已不再是"能不能用上AI",而是一个更现实的问题: 大模型,是否真的在业务中产生了可持续的价值? 尽管AI已被多数企业列为战略重点,但在营销、销售、服务等核心场景中,业务效率并未发生预期的"结构性质变"。热度与结果之间的巨大鸿沟,让无数企 业开始反思:为什么有了AI,业务效率还是没有质变? 针对这一中国式To B故事的终极命题,容联云副总裁、诸葛智能创始人孔淼向笔者梳理了容联云过去三年"坚定的AI探索之路"。在孔淼看来,AI不应只是既 有流程上的"挂件",而应成为重构业务的"灵魂"。 容联云正在定义的,是一个关于"让AI真正产生业务增量"的产业答案。 告别"军备竞赛",回归"业务原点" 2024年,大多数To B服务商还在基础设施层"挥汗如雨",基于对技术发展和市场的预判,容联云则选择了押注应用层,并最终率先在AI应用上先于同行跑出 两个身位。 这一成果要回溯到2023年初,彼时大模型初露锋芒,容联云 ...
深圳南山跨越万亿关 创新驱动展新篇
Sou Hu Cai Jing· 2026-01-28 10:29
中国城市经济版图又迎来一个标志性时刻。 1月27日召开的深圳南山区八届人大六次会议披露,2025年,南山区地区生产总值突破万亿元。 这是中国首个迈入"万亿俱乐部"的地市辖区。如果将南山区视为一个独立的经济体,其经济规模已超越 塞浦路斯、拉脱维亚等国家。 图为广东省深圳市南山区后海人才公园。 2018年,上海浦东作为国家级新区GDP首破万亿;2022年,北京海淀区也跻身万亿城区之列。 上海、北京均为省级的直辖市,而深圳虽是副省级市,却属于地市范畴。 随着南山区GDP超万亿,粤港澳大湾区、长三角和京津冀三大区域经济增长极都拥有属于自己的万亿强 区。 这不仅是广东强区经济的重要突破,更是区域经济实力的重要彰显。 万亿城区,为何是南山? 南山区的发展轨迹,堪称一部区域经济的突破史。 从"十三五"期末的6527亿元起步,南山区用五年时间,连续跨越7000亿、8000亿、9000亿和10000亿大 关,年均增长率在5.8%以上。 在全球经济波动加剧的背景下,南山区保持如此稳健的增长势头,显示出其经济结构的韧性和活力。 五年四个千亿台阶,这种速度背后,是南山科技创新的强大驱动和产业升级的持续深化。 更值得关注的是,南山区的 ...
科大讯飞:2025年净利润同比预增40%至70%
Xin Hua Cai Jing· 2026-01-28 09:16
(文章来源:新华财经) 科大讯飞称,报告期内,得益于人工智能应用规模化落地不断取得成效,公司在人工智能自主可控保持 高强度投入的背景下,仍然实现了全年营业收入、毛利、归母净利润、扣非净利润、经营性现金流净额 等各项核心经营指标均保持正向增长。同时,销售回款总额超过270亿元,较去年同期增长超过40亿 元,报告期末经营活动产生的现金流量净额超过30亿元,以上两项均创历史新高。 科大讯飞进一步表示,公司研发投入同比增长超过20%。公司坚持核心技术底座自主可控,算法、算 力、数据等要素自主可控的AI核心技术研究和模型训练体系领先性得到进一步验证。面对人工智能从 技术突破到规模化商业落地的关键阶段,公司强化高端品牌建设,在包括讯飞AI学习机在内的C端人工 智能产品的品牌推广和渠道建设,以及面对人工智能出海方面继续增加营销投入,销售费用同比增长超 过25%。上述高强度投入的成效正日益显现。 新华财经北京1月28日电科大讯飞28日晚间发布2025年度业绩预告,预计2025年归母净利润7.85亿元至 9.50亿元,较上年同期增长40%-70%;预计2025扣非后净利润2.45亿元至3.01亿元,较上年同期增长 30%-60 ...
BIO-key and Visualforma Awarded Contract to Secure Digital Identities for Large Municipality in Portugal
Globenewswire· 2026-01-28 09:00
Core Insights - BIO-key International, Inc. has formed a strategic partnership with Visualforma to enhance digital identity and access management for Portuguese municipal councils, focusing on cybersecurity and public digital services [1][5][7] Group 1: Partnership Details - Visualforma will spearhead the nationwide implementation of BIO-key's Identity and Access Management (IAM) and biometric authentication technologies across over 250 government organizations in Portugal [2] - The partnership aims to secure access to critical digital services, enhance cybersecurity controls, and ensure regulatory compliance within municipal administrations, educational institutions, and healthcare entities [2][4] Group 2: Implementation and Impact - The agreement includes deploying BIO-key's technologies in a major tourist city, addressing security and scalability needs for high-volume citizen and visitor services [3] - BIO-key's IAM and biometric solutions have already been operationalized in selected municipal environments, serving as reference architectures for further deployments [4] Group 3: Company Profiles - Visualforma is a well-established technology integrator in Portugal, recognized for its expertise in digital transformation and cybersecurity, with over 30 years of experience in the public sector [9] - BIO-key International specializes in biometric-centric IAM solutions, securing access for over 40 million users and offering various authentication methods, including phoneless and passwordless options [10]
科大讯飞:2025年归母净利润预增40%-70%
Xin Lang Cai Jing· 2026-01-28 08:48
Core Viewpoint - The company expects a significant increase in net profit for the year 2025, driven by the large-scale application of artificial intelligence technology [1] Financial Performance - The projected net profit attributable to shareholders is estimated to be between 785 million to 950 million yuan, representing a year-on-year growth of 40% to 70% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 245 million to 301 million yuan, with a year-on-year increase of 30% to 60% [1] Growth Drivers - The growth in performance is attributed to the large-scale implementation of artificial intelligence applications, with core operational indicators showing positive growth [1] - Research and development investment has increased by over 20% year-on-year, indicating a strong focus on innovation and technology advancement [1] - Sales expenses have risen by over 25% year-on-year, reflecting accelerated deployment of large model technology in the consumer sector and leading industry contract amounts [1]
F5 Q1 Earnings Call Highlights
Yahoo Finance· 2026-01-27 23:47
Software revenue totaled $192 million, down 8% year-over-year, which Werner attributed to a difficult comparison against the prior-year quarter that included an “eight-figure” renewal and unusually strong perpetual software results tied to specific service provider deals. Subscription-based software revenue was $164 million, up 1% year-over-year, while perpetual licensed software revenue was $27 million, down year-over-year.Revenue grew 7% year-over-year to $822 million, with an even split between product r ...