Core Insights - Scope Technologies Corp. has signed a master reseller agreement with Coegi Cloud AB to enhance the global reach of its quantum security solutions [1][3] - The partnership aims to promote QSE Group's offerings, including quantum-resistant encryption and decentralized data storage, across various markets [1][3] Company Overview - Scope Technologies specializes in quantum security and machine learning, providing solutions in data security and quantum encryption [6] - Coegi Cloud AB, founded in 2004, offers comprehensive IT services, including cloud solutions and security services, and is a recognized Microsoft Solution Partner [2][5] Strategic Importance - The collaboration with Coegi is a significant step in Scope's global expansion strategy, leveraging Coegi's expertise and established client network [3] - Coegi will promote and sell QSE's full suite of quantum security offerings, addressing the growing demand for data security solutions resilient against quantum threats [3]

Science Applications International Corporation (NASDAQ:SAIC) Q4 2025 Earnings Conference Call March 17, 2025 10:00 AM ET Company Participants Joe DeNardi - Senior Vice President, Investor Relations & Treasurer & Treasurer Toni Townes-Whitley - Chief Executive Officer Prabu Natarajan - Chief Financial Officer Conference Call Participants Colin Canfield - Cantor Fitzgerald Jason Gursky - Citi Matt Akers - Wells Fargo Gavin Parsons - UBS Ellen Page - Jefferies Gautam Khanna - TD Cowen Josh Korn - Barclays Tobe ...

Company Overview - Cognizant Technology Solutions specializes in digital transformation, consulting, and outsourcing solutions, with services including AI and technology solutions, consulting, application development, systems integration, and quality engineering [1][3] - The company operates in four segments: Health Sciences, Financial Services, Products and Resources, and Communications, Media and Technology [1] Leadership Changes - In January 2023, Cognizant announced a major reorganization, replacing CEO Brian Humphries with former Infosys president Ravi Kumar and chairman Michael Patsalos-Fox with director Stephen Rohleder [5] - Humphries' leadership was characterized by a poor cultural fit and aggressive cost-cutting, leading to increased employee attrition and a decline in organic growth [4] Performance Metrics - Since the leadership change, Cognizant has achieved a total shareholder return of over 30%, surpassing peers Infosys and Accenture, which are in the low 20s [6] - Employee attrition has decreased, with 13,000 former employees returning to the company [6] - The organic growth gap with peers has narrowed from 900 basis points to just 30 basis points in Q4 2024 [6] Financial Indicators - EBIT margins have expanded from 15.1% in 2023 to 15.4% in 2024, not accounting for an additional 30 basis points of margin expansion due to a recent acquisition [6] - Cognizant's total enterprise value per employee is $119,000, significantly lower than peers, which trade at nearly double that [7] Market Perception - Despite improved performance and leadership changes, Cognizant continues to trade at a discount compared to peers, with consensus projections indicating a widening spread between Cognizant and its competitors [7] - Mantle Ridge, an activist investor, has taken a position in Cognizant, signaling potential future shareholder value without the need for aggressive actions [8]

Cesar Gon Founder & CEO 4Q24 / FY2024 investors .ciandt.com Hello, We are your CI&T presenters today: Bruno Guicardi Founder & NAE President Stanley Rodrigues Partner, CFO Eduardo Galvão IR Director Submit your question via email to investors@ciandt.com Q&A SESSION investors.ciandt.com SAFE HARBOR AND NON-IFRS MEASURES FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act ...

Financial Data and Key Metrics Changes - Revenue in Q4 2024 increased to $142.6 million, up approximately 13.6% from Q4 2023, driven by strong demand for cloud and DevOps AI services [22][24] - Full year revenues increased by 3.3% to $552.5 million compared to $535.1 million in 2023 [34] - Non-GAAP net income for Q4 decreased by 0.5% to $11.5 million or $0.24 per fully diluted share compared to $11.6 million or $0.24 per fully diluted share in the same period last year [33] Business Line Data and Key Metrics Changes - Revenues from cloud services increased by 45% year-over-year for the whole year [28] - The revenue mix for Q4 2024 was approximately 17% related to software solutions with a gross margin of approximately 62% and 83% related to professional services with a gross margin of approximately 23.8% [31] - Non-GAAP operating income for Q4 increased by 6.1% to $18.8 million compared to $17.7 million in the same period last year [31] Market Data and Key Metrics Changes - Revenues from North American operations increased by 14.2% from $51.3 million to $58.6 million in Q4 2024 [29] - Revenues from Israeli operations amounted to $62.7 million, up by 15.5% compared to $54.3 million reported in the same period last year [30] - North America accounted for 41% of overall quarterly revenue, while Israeli operations accounted for 44% [29][30] Company Strategy and Development Direction - The merger with Matrix is expected to create a global IT powerhouse, enhancing market position and expanding capabilities [13][18] - The combined entity is projected to generate over $2 billion in annual revenues, with significant growth opportunities in cloud technology and managed services [16][38] - The merger will allow both companies to leverage each other's strengths to expand geographic reach and enhance international client engagement [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving revenue growth in 2025, anticipating revenues between $593 million and $603 million, reflecting an annual growth of 7.3% to 9.1% [38] - The company is focused on maintaining business continuity and driving long-term shareholder value during the merger process [21] - Management highlighted strong demand for cloud services and AI consulting as pivotal for revenue growth [42] Other Important Information - The merger will result in Magic becoming a private company wholly owned by Matrix, with shares delisted from NASDAQ [9][10] - The combined entity will employ over 15,000 professionals and serve a customer base of over 6,000 clients [17] - The company declared a semi-annual cash dividend of $0.327 per share, reflecting 75% of net income attributable to shareholders for the year [37] Q&A Session Summary Question: Drivers behind guidance for 2025 - Management cited improved results, increased backlog, and strong demand in cloud services and defense sector as key drivers for confidence in revenue growth [41][42] Question: Outlook on expenses in a higher growth environment - Management indicated stability in payroll costs, with potential pressure from a recovering Israeli market, while maintaining operational margins [43][44] Question: Long-term growth drivers for the joint company - Management emphasized the existing infrastructure of Magic and Matrix's relationships with major vendors as key growth drivers [47][49] Question: Expectations for AI solutions adoption - Management noted that large corporations are cautiously exploring AI, with plans to transform this into a significant business opportunity [50][52]

Core Insights - Fresche Solutions has announced a strategic partnership with IBM to provide managed services for Power Virtual Server (PowerVS), facilitating the migration of Power Systems to the IBM Cloud [1][2][3] - The partnership aims to enhance IT modernization for businesses, leveraging Fresche's expertise in cloud-based managed services and IBM's reliable infrastructure [2][3] Company Overview - Fresche Solutions is recognized as a leader in AI-accelerated modernization, managing and maximizing the value of IT and IBM i business-critical systems [6] - The company has built a strong reputation over three decades within the IBM i ecosystem, focusing on infrastructure, application support, and continuous operations [2][3] Partnership Details - The collaboration with IBM is designed to provide businesses with a seamless onboarding experience and operational support for mission-critical workloads [3] - Fresche's managed services include 24/7/365 support from IBM i specialists, ensuring that IT teams can prioritize innovation over maintenance [2][3] Service Features - Fresche offers flexibility by hosting workloads on IBM's secure and scalable cloud infrastructure, which includes built-in security features such as backup, high availability, and disaster recovery [2] - The services provide low-latency access to IBM products, automated provisioning, and hybrid cloud integration, simplifying cloud adoption for clients [2][3] Industry Impact - The partnership emphasizes a shared commitment to innovation and customer success, driving IT modernization and enabling businesses to unlock new growth opportunities [3]

Investment Rating - The report indicates a resilient market performance despite external pressures, suggesting a positive outlook for the industry [1][2]. Core Insights - The market showed strength with all three major indices closing in positive territory, indicating potential for continued upward movement [1][2]. - Key sectors such as military, small metals, and pork stocks have seen significant inflows, while technology stocks experienced a pullback, reflecting a mixed market sentiment [2][3]. - The automotive industry, particularly in the new energy vehicle segment, has demonstrated robust growth, with production and sales exceeding 50% year-on-year [4]. Market Overview - On March 11, the market opened lower but recovered, with the Shanghai Composite Index rising by 0.41%, Shenzhen Component Index by 0.33%, and ChiNext Index by 0.19% [2]. - Over 2800 stocks rose, with notable gains in state-owned cloud concept stocks and military stocks, while sectors like semiconductor and communication equipment faced declines [2]. Capital Flow - On March 11, net inflows into the Shanghai and Shenzhen markets were 149.78 billion and 175.94 billion respectively, with IT services, small metals, and automotive parts receiving the most capital [3]. Industry Dynamics - The AI industry is set to advance with a significant conference in Zhejiang, featuring major players like Alibaba and Huawei, aimed at integrating AI with cloud computing [7]. - The hydrogen fuel cell supply center in South China has increased its annual production capacity to 5100 tons, marking a significant development in the hydrogen energy sector [8]. - Shanghai has introduced guidelines for high-quality public transportation development, focusing on enhancing connectivity and service quality [9][10]. Fund Dynamics - The ETF margin balance across the two markets decreased slightly, indicating a cautious approach among investors [11]. - Some money market funds have implemented purchase limits despite a decline in yield attractiveness, suggesting underlying market dynamics at play [12]. Market Sentiment - The current market sentiment is characterized by a strong but volatile environment, with expectations of a potential return to fundamentals as the earnings season approaches [13]. - The report suggests that while the market is at a significant resistance level, the absence of major negative news and supportive government policies may sustain a positive outlook [13].

Core Insights - IBM has renewed its collaboration with Juniper Networks to enhance productivity in enterprise workflows by integrating its watsonx platform with Juniper's Mist AI [1] - The partnership will focus on two internal projects: IBM Guest Services for automating IT network support and IBM AskNetwork for diagnosing network issues [2] - The collaboration aims to improve efficiency, reduce operational costs, and empower end users with real-time support [3] Watsonx Platform - IBM's watsonx platform is positioned as a key growth driver, providing foundational models to enhance enterprise productivity [4] - The platform includes three main products: watsonx.ai for AI and machine learning, watsonx.data for data management, and watsonx.governance for responsible AI workflows [4] Hybrid Cloud Demand - IBM's growth is primarily driven by analytics, cloud computing, and security, with increasing demand for hybrid cloud solutions [5] - The acquisition of HashiCorp has strengthened IBM's capabilities in managing complex cloud environments, complementing its existing portfolio [6] Estimate Revisions - IBM is experiencing an upward trend in earnings estimate revisions, with 2025 estimates increasing by 1.6% to $10.78 and 2026 estimates rising by 3.3% to $11.61 [7] Price Performance - IBM's stock has increased by 27.9% over the past year, outperforming the industry average decline of 19.2% [8] - The company expects revenue growth of at least 5% for 2025, driven by a strong portfolio and productivity initiatives [9] Earnings Surprise and Investment Potential - IBM has a trailing four-quarter average earnings surprise of 6.1% and holds a Zacks Rank 2 (Buy) [10] - The company's strong fundamentals and focus on hybrid cloud and AI suggest potential for further stock price appreciation [13]

Core Viewpoint - CLPS Incorporation is set to release its financial results for the first half of fiscal year 2025 on March 5, 2025, before market opening [1] Company Overview - CLPS Incorporation is a leading global IT consulting and solutions service provider, primarily serving institutions in banking, wealth management, e-commerce, and automotive sectors [2] - The company has diversified its offerings beyond core IT services into sectors such as loan, e-commerce, academic education, and tourism [2] - CLPS operates 19 delivery and research & development centers across various geographic locations, including multiple centers in Mainland China and 9 global centers in regions such as the USA, Japan, and Singapore [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責，對其準確性或完整性 亦不發表任何聲明，並明確表示概不就因本公佈全部或任何部分內容而產生或因倚賴該等內容而引致的 任何損失承擔任何責任。 承董事會命 偉仕佳杰控股有限公司 公司秘書 林從帥 香港，二零二五年二月十二日 於本公佈日期，董事會由執行董事李佳林先生、王偉炘先生、李玥先生、陳海洲先生及顧三軍 先生；非執行董事張冬杰先生；以及獨立非執行董事李煒先生、高懿洋女士及余定恒先生組 成。 自願公告 業務更新 本公告由偉仕佳杰控股有限公司（「本公司」，連同其附屬公司，「本集 團」））自願發佈，以向本公司股東及潛在投資者提供有關本集團的最新 業務進展情況。 本公司董事會欣然宣佈，本集團子公司佳杰雲星的 AI 算力管理與調度平 臺，實現與 DeepSeek 系列大模型的適配，可實現 DeepSeek 系列模型的一鍵 獲取，為客戶帶來在昇騰等國產化環境上的大模型開箱即用的使用體驗。 並接入模型閘道，提供模型能力調用，使 DeepSeek 模型在多個業務場景下 發揮作用。 ...