Certified for Teams Phone integration — and now a three-time award winner in just two yearsOR YEHUDA, Israel, Aug. 26, 2025 /PRNewswire/ -- Highlights AudioCodes Voca Conversational Interaction Center (CIC) has been Certified for Microsoft Teams for its  Microsoft Teams Unify integration, natively extending Teams Phone capabilities into its contact center solution Voca being built on the Teams Unify model delivers easier customer onboarding, standardized access to Microsoft Azure AI Foundry, and offers 99.9 ...

Business Transaction - Rogers will sell a portfolio of nine data centers [1] - The sale is to InfraRed Capital Partners, an infrastructure asset manager [1] - The purpose of the sale is to pay down debt [1]

Group 1 - The author has been active in the markets for several years, focusing primarily on long/short equities [1] - The author holds a Bachelor of Science Degree in Finance and Accounting, with a minor in History, and has experience managing investment portfolios [1] - The author has completed internships, including one at a large bank and another managing a university endowment [1] Group 2 - There is a reminder for investors to conduct their own due diligence before making any investment decisions [3] - The article expresses the author's own opinions and does not involve any compensation from companies mentioned [2] - Seeking Alpha emphasizes that past performance does not guarantee future results and that views expressed may not reflect the platform's overall stance [4]

Andreas Frid, Head of IR & Communication +46 705 29 08 00 [email protected] About Truecaller Some of the largest markets in MEA for Truecaller are Egypt, Nigeria, South Africa, Kenya, Algeria, Ghana, and Jordan where Truecaller is used on 20-45% of connected smartphones in those markets. The following files are available for download: For more information, please contact: STOCKHOLM, Aug. 8, 2025 /PRNewswire/ -- Truecaller, the leading global platform for verifying contacts and blocking unwanted communicatio ...

Group 1 - RingCentral reported $620.4 million in revenue for Q2 2025, a year-over-year increase of 4.6% [1] - The EPS for the same period was $1.06, compared to $0.91 a year ago, indicating a positive growth trend [1] - The revenue exceeded the Zacks Consensus Estimate of $617.72 million by 0.43%, and the EPS also surpassed the consensus estimate of $1.02 by 3.92% [1] Group 2 - Key metrics indicate that RingCentral's stock has returned -19.6% over the past month, contrasting with the S&P 500 composite's +1% change [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Group 3 - Gross Margin for Other was reported at -23.1%, significantly below the six-analyst average estimate of -7.6% [4] - Gross Margin for Subscriptions was 80.6%, slightly above the estimated 80.5% by six analysts [4] - Subscription revenues reached $598.73 million, exceeding the average estimate of $597.67 million, reflecting a year-over-year change of +5.6% [4] - Revenues from Other amounted to $21.67 million, surpassing the estimated $19.98 million, but showed a year-over-year decline of -16.2% [4]

Financial Data and Key Metrics Changes - Total revenue grew 5% year over year to $620 million, at the high end of guidance [33] - Subscription revenue increased 6% to approximately $600 million, and ARR rose 7% to approximately $2.6 billion [33] - Non-GAAP EPS grew 16% to $1.06 per diluted share, with operating margin at 22.6%, up 160 basis points year over year [35][39] - Free cash flow reached $144 million, up 33% year over year, with free cash flow per share at $1.57, up 37% year over year [36] Business Line Data and Key Metrics Changes - Strong execution in core business and new product portfolio, including AI receptionist and cloud contact center, contributed to growth [9][12] - AI receptionist (AIR) saw adoption by over 3,000 customers, tripling since the last earnings report [21] - DreamSense, an AI product, now has over 3,600 customers, reflecting solid growth and demand [24] Market Data and Key Metrics Changes - Small business customers and global service providers (GSPs) are driving above-market growth, with a billion-dollar-plus ARR business growing in double digits [13] - The company secured significant wins with Ryanair and a top 10 European bank, indicating strong demand in larger enterprises [14] Company Strategy and Development Direction - The company is focused on accelerating innovation while delivering sustainable profitable growth, with a significant investment in AI [9][12] - A multi-year extension of partnerships with NICE and AT&T aims to enhance product offerings and market reach [7][8] - The strategy includes expanding AI-powered customer experiences and maintaining leadership in business voice communications [10][20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, highlighting the strong demand for AI products and the company's unique position in the market [11][17] - The company aims to continue expanding margins and free cash flow while reducing stock-based compensation [35][41] Other Important Information - The board approved an increase in stock repurchase authorization to $500 million, reflecting confidence in the company's financial strength [10][38] - The company is investing over $250 million annually in innovation, with a growing share dedicated to AI [12] Q&A Session Summary Question: How does the renewed agreement with NICE compare to the legacy arrangement? - The agreement is an extension of a long-standing partnership, with continued strong integration between RingCentral and NICE [45][46] Question: What is driving new product traction at RingCentral? - Strong demand and the company's leadership in business telephony are key drivers for new product growth [51][52] Question: How sustainable is the free cash flow generation? - Free cash flow has increased significantly, with a strong foundation for sustainability due to operating leverage and cost discipline [54][56] Question: Can you elaborate on the reduction in stock-based compensation (SBC)? - SBC as a percentage of revenue has decreased significantly, with a focus on aligning employee interests with shareholders [61][62] Question: What are the assumptions behind the guidance for the back half of the year? - The guidance reflects prudent expectations based on visibility and strong demand trends, particularly in small business and GSP segments [64][65] Question: How will the partnership with AT&T impact market strategy? - The partnership is expected to open up major opportunities for new products, enhancing the company's market presence [96][97] Question: What is the capital allocation strategy moving forward? - The strategy includes debt repayment, stock buybacks, and continued investment in innovation [88][90]

Financial Data and Key Metrics Changes - Total revenue grew 5% year over year to $620 million, at the high end of guidance [31][8] - Subscription revenue increased 6% to approximately $600 million, and ARR rose 7% to approximately $2.6 billion [31][32] - Non-GAAP EPS grew 16% to $1.06 per diluted share, with operating margin at 22.6%, up 160 basis points year over year [33][32] - Free cash flow reached $144 million, up 33% year over year, with free cash flow per share at $1.57, up 37% year over year [34][35] Business Line Data and Key Metrics Changes - Strong execution in core business and new product portfolio, including AI receptionist and cloud contact center, contributed to growth [9][12] - AI products are gaining traction, with double-digit growth quarter over quarter [16][79] - AIR (AI receptionist) is now used by over 3,000 customers, tripling since the last earnings report [20][21] Market Data and Key Metrics Changes - Small business customers and global service providers (GSPs) are driving above-market growth, with a billion-dollar plus ARR business growing in double digits [13][31] - The company secured significant wins with large enterprises, including Ryanair and a top 10 European bank [14][73] Company Strategy and Development Direction - The company is focused on accelerating innovation while delivering sustainable profitable growth [8][9] - A multi-year extension of partnerships with NICE and AT&T is expected to enhance market opportunities [6][7] - Investment in AI is a priority, with over $250 million annually dedicated to innovation [12][90] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's position in the AI-driven market, highlighting the importance of voice as a communication channel [10][11] - The company is well-positioned to leverage AI in customer interactions, with a robust global platform [11][28] - Future guidance includes raising free cash flow outlook to $515 million to $520 million, reflecting confidence in ongoing performance [37][39] Other Important Information - The board approved an increase in stock repurchase authorization to $500 million [10][36] - The company is committed to reducing stock-based compensation, with expectations for SBC to trend lower over time [38][62] Q&A Session Summary Question: Can you provide additional color on the renewed agreement with NICE? - The agreement is an extension of a long-standing partnership, continuing to integrate UCaaS and CCaaS capabilities [45][46] Question: What is driving new product traction at RingCentral? - Strong demand for AI integration in workflows is driving new product traction, with significant growth in AI products [51][52] Question: How sustainable is the free cash flow generation? - Free cash flow has increased significantly over the past three years, with expectations for continued growth due to operating leverage and cost discipline [55][56] Question: Can you discuss the capital allocation strategy going forward? - The strategy includes debt repayment, stock buybacks, and continued investment in innovation [90][88] Question: How are the extensions with NICE and AT&T viewed in terms of strategic shifts? - These extensions are seen as reaffirmations of existing strategies rather than shifts, with potential for new product opportunities [96][97]

Core Insights - Alphabet (GOOGL) reported strong Q2 2025 results, exceeding revenue and earnings estimates, and raised its capital expenditures forecast, indicating a focus on AI infrastructure investment [1][3][6] Financial Performance - Earnings per share reached $2.31, surpassing the Zacks Consensus Estimate of $2.15, marking a 22% increase year-over-year [3] - Revenues grew 14% year-over-year to $96.43 billion [3] - Google Cloud revenues increased by 32% year-over-year to $13.62 billion, supported by a partnership with OpenAI [4] - Advertising revenues were $71.34 billion, reflecting a 10.4% year-over-year growth [4] - YouTube revenues rose by 13.8% to $9.8 million during the quarter [4] User Engagement and AI Developments - AI Overviews now reach over 2 billion monthly users, up from 1.5 billion last quarter [5] - The Gemini app, which hosts Google's AI chatbot, has over 450 million monthly active users [5] Investment and Acquisitions - Alphabet is investing heavily in AI talent, acquiring AI coding startup Windsurf for $2.4 billion [6] - The capital expenditures forecast was raised to $85 billion for the year, an increase of $10 billion from February [6] ETFs with Exposure to Alphabet - Roundhill Magnificent Seven ETF (MAGS) has a 15.3% allocation to Alphabet and an asset base of $2.4 billion [6] - iShares Global Comm Services ETF (IXP) holds 12.8% of Alphabet, with an asset base of $542.9 million [7] - Fidelity MSCI Communication Services Index ETF (FCOM) has a 12.7% allocation to Alphabet and an asset base of $1.6 billion [8][9] - Vanguard Communication Services ETF (VOX) includes Alphabet at 12.5% and has an asset base of $5.2 billion [10] - Communication Services Select Sector SPDR Fund (XLC) allocates 10.4% to Alphabet and has an asset base of $24 billion [11]

Core Viewpoint - Viasat, Inc. reported mixed results for the fourth quarter of fiscal 2025, with adjusted earnings missing estimates while revenue exceeded expectations. The overall revenue remained flat year-over-year, impacted by declines in fixed broadband and product revenues, but offset by growth in Aviation and Information Security, as well as Defense and Advanced Technologies segments [1][4]. Financial Performance - Viasat incurred a net loss of $246.1 million, or a loss of $1.89 per share, compared to a net loss of $100.3 million, or a loss of 80 cents per share in the prior-year quarter [2]. - For fiscal 2025, the company reported a net loss of $575 million, or a loss of $4.48 per share, an improvement from a net loss of $1.06 billion, or a loss of $9.12 per share in fiscal 2024 [3]. Revenue Breakdown - Total revenues for Q4 were $1.15 billion, surpassing the consensus estimate by $13 million. Product revenues increased to $349.7 million from $337.9 million year-over-year, while service revenues decreased to $797.4 million from $812 million [4]. - Communication Services segment revenues were $825 million, down 4% from $859.9 million in the prior-year quarter, primarily due to declines in fixed services and maritime service revenues [5]. - Defense and Advanced Technologies segment revenues were $322 million, up 11% year-over-year, driven by growth in information security and cyber defense [6]. Operational Metrics - Viasat reported an operating loss of $153.8 million in Q4, compared to an operating income of $0.3 million in the prior-year quarter. Adjusted EBITDA increased to $374.8 million from $357.7 million [7]. - The company generated an operating cash flow of $298 million in Q4, up from $232 million in the prior-year period, reflecting improved operating performance [8]. Future Outlook - For fiscal 2026, Viasat expects low single-digit year-over-year revenue growth and flat adjusted EBITDA. The Communication Services segment is anticipated to show flat revenue performance, while the Defense and Advanced Technologies segment is expected to grow in the mid-teens [10].

Core Insights - 8x8, Inc. reported accelerated growth in core service revenue and record cash generation for FY2025, with significant advancements in platform innovation and customer upgrades [2][3] - The company achieved $63.6 million in operating cash flow for FY2025, marking the highest consecutive two-year period of non-GAAP operating cash flow in its history [1][5] Financial Performance - In Q4 FY2025, operating cash flow reached $5.9 million, contributing to a two-year total of over $142 million [1][5] - Year-over-year quarterly service revenue growth accelerated to 4.6% in Q4 FY2025, up from 2.7% in Q3, with annual growth for the segment reaching 2.8% [3][4] - Net debt to trailing twelve-month EBITDA improved to 2.7x, down from over 6x in Q2 2023, with over $209 million in debt principal retired since August 2022 [5][6] Product and Market Strategy - The number of customers using three or more products increased by 13% year-over-year to over 700 in Q4 FY2025, indicating improved customer retention [7][8] - The company introduced AI integrations and saw a 72% surge in Microsoft Teams integration license sales, with over 550,000 cumulative seats deployed [7][9] - 8x8 is the first contact center provider to fully integrate rich communication services, enhancing its competitive differentiation [9][10] Future Outlook - Management projects total revenue for FY2026 to be between $702 million and $724 million, with anticipated non-GAAP operating income of $67.5 million at the midpoint [11] - The company expects to achieve high single-digit service revenue growth and double-digit operating margins by FY2028, with risks from the Fuze platform migration diminishing [11]