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Unisys Corporation - Special Call
Seeking Alpha· 2025-10-09 21:06
PresentationGood day, and welcome to the Unisys ClearPath Forward Investor Education Event. [Operator Instructions] Please note, this event is being recorded. I would now like to turn the conference over to Michaela Pewarski, Vice President of Investor Relations. Please go ahead.Michaela PewarskiVice President of Investor Relations Thank you, operator. Good morning, everyone. Thank you for joining us today to discuss our ClearPath Forward operating systems and surrounding ecosystem, including ClearPath Infr ...
Will Oracle's Cloud and AI Deals Propel It to New Highs?
MarketBeat· 2025-07-10 11:38
Core Viewpoint - Oracle Corp has experienced significant stock growth, climbing by 67% over the past year, driven by its cloud database services and strategic partnerships, although there are concerns about overvaluation and potential margin pressures [1][2][10]. Group 1: Financial Performance and Growth - Oracle's cloud database services have become a major revenue source, achieving a 31% year-over-year growth in the latest quarter, totaling $2.6 billion [5]. - The company projects a 24% growth rate for its cloud and MultiCloud divisions in fiscal 2025, increasing to over 40% in fiscal 2026, with cloud infrastructure growth expected to rise from 50% to 70% [3]. - MultiCloud database revenue from major providers like Amazon, Google, and Azure increased by 115% sequentially in the fourth quarter of fiscal 2025 [4]. Group 2: Strategic Initiatives and Partnerships - A new MultiCloud deal announced through Form 8-K is projected to generate over $30 billion annually, which is significant compared to Oracle's total revenue of $57.4 billion for fiscal 2025 [7]. - Partnerships with AI companies such as Kanverse.ai and PrimeVigilance are expected to enhance Oracle's presence in the cloud industry [7]. Group 3: Capital Expenditures and Valuation Concerns - Oracle's capital expenditures for fiscal 2026 could exceed $25 billion, which may stretch available capital as the company aims to maintain dividends and engage in share buybacks [8]. - The company's trailing P/E ratio of 54.1 is significantly higher than it was in mid-2024, indicating that the market may have already priced in some growth benefits [10]. - Concerns about steep discounts of 75% on services to U.S. federal government agencies could pressure margins and unsettle investors [9].
IBM Power11 Raises the Bar for Enterprise IT
Prnewswire· 2025-07-08 11:00
Core Insights - IBM Power11 is designed to support enterprises in the AI era with simplified operations and hybrid cloud flexibility, addressing the complexities of one billion new logical applications expected by 2028 [1][2] - The Power11 server boasts a remarkable uptime of 99.9999%, zero planned downtime for maintenance, and rapid ransomware threat detection in under one minute [2][5] - Power11 will be the first to support the IBM Spyre Accelerator, enhancing AI workload performance and scalability across hybrid cloud environments [3][4] Performance and Efficiency - Power11 offers up to 55% better core performance compared to Power9 and up to 45% more capacity in entry and mid-range systems compared to Power10 [4][6] - The server provides twice the performance per watt compared to comparable x86 servers and up to 28% better efficiency in Energy Efficient Mode [6][15] Automation and AI Integration - Power11 features autonomous operations that enable zero planned downtime, allowing critical applications to remain online during maintenance [5][6] - The integration of AI capabilities, including the IBM Spyre Accelerator and tools like watsonx Code Assistant, aims to modernize application development and enhance productivity [5][6] Market Availability - IBM Power11 is set to be generally available on July 25, 2025, with the IBM Spyre Accelerator expected in Q4 2025 [6]
Aeries Technology (AERT) Appoints Eli Mendoza as Chief Growth & Strategy Officer to Accelerate Private Equity-Focused Expansion
Newsfile· 2025-06-17 12:00
Core Insights - Aeries Technology has appointed Eli Mendoza as Chief Growth and Strategy Officer to enhance its private equity-focused expansion and drive AI-driven transformation [1][2][4] - Mendoza brings over 20 years of experience in private equity, M&A, and corporate strategy, which will strengthen Aeries' leadership and support its digital modernization efforts [2][3] - The company aims to leverage Mendoza's expertise to unlock EBITDA growth and deliver digital efficiency for private equity-backed companies, especially in a market with over $1.3 trillion in dry powder seeking deployment [4] Company Overview - Aeries Technology (NASDAQ: AERT) specializes in enabling value creation for private equity firms through enterprise transformation services and strategic operational support [5][6] - Founded in 2012, the company operates with over 1,400 professionals across delivery hubs in the U.S., India, and the Middle East [5] - Aeries combines automation platforms, domain expertise, and flexible engagement models to support business transformation and achieve measurable results for global private equity portfolios [6]
中关村科金喻友平: “平台+应用+服务”是企业大模型落地的最佳路径 | 中国AIGC产业峰会
量子位· 2025-04-28 03:43
编辑部 发自 凹非寺 量子位 | 公众号 QbitAI 大模型技术加速向产业渗透,如何直击业务痛点、带来真实增效? "平台+应用+服务"是企业大模型落地的最佳路径。 在第三届AIGC产业大会上, 中关村科金总裁喻友平 分享如上方法论。 即使看似简单的需求,也需要经历需求拆解、数据调优与流程重构的闭环。在这个过程中,企服厂商需要提供好服务。 为了完整体现喻友平的思考,在不改变原意的基础上,量子位对演讲内容进行了编辑整理,希望能给你带来更多启发。 中国AIGC产业峰会是由量子位主办的AI领域前沿峰会,20余位产业代表与会讨论。线下参会观众超千人,线上直播观众320万+,累计曝光 2000万+。 话题要点 认知型AI亦遵循"C端先行、B端深化" 大模型技术正从消费端向产业端加速渗透; 认知性AI同样遵循"C端先行、B端深化"的路径; 企业需要端到端的解决方案而非孤立技术模块; 算法开源趋势使得数据主权愈加重要; 企业大模型落地最佳路径就是做好"平台+应用+服务"。 各位嘉宾下午好,非常荣幸受邀参与量子位大会的分享。此前各位专家已就前沿技术展开深度探讨,我的主题则聚焦于 大模型在企业服务领 域的落地实践——如何通过技 ...