Question-and-Answer SessionAnd just given that you recently joined the company, I think it would be great for the audience, a little bit of the background, just for those who maybe didn't know you at SAP? But what are your key priorities? And how do you kind of think about where NICE is in the evolution?Scott RussellChief Executive Officer Sure. So good afternoon. Good to see you. So background, I've obviously been in enterprise technology for a long period of time. Before I joined NICE, I was the Chief Rev ...

Company Overview - Ubiquiti is set to announce its Q4 FY'25 earnings on August 22, 2025, with anticipated earnings of approximately $2.23 per share, up from $1.74 per share in the same quarter last year [2] - The expected revenue for the quarter is about $635 million, reflecting a nearly 25% increase compared to the previous year, driven by strong demand in the Enterprise Technology segment [2] Financial Performance - The company currently has a market capitalization of $24 billion and reported revenue of $2.3 billion over the past twelve months [3] - Ubiquiti achieved operational profitability with $713 million in operating profits and a net income of $549 million [3] Market Trends - Growth is attributed to increased sales of upgraded Wi-Fi 6 and 7 networks, which offer faster speeds and lower latency [2] - Companies are investing more in software-defined networking, cloud-based management, and network security, which are expected to benefit Ubiquiti [2] Earnings Reaction History - Over the last five years, Ubiquiti recorded 20 earnings data points, resulting in 9 positive and 11 negative one-day (1D) returns, with positive returns observed about 45% of the time [6] - The median of the 9 positive returns is 9.8%, while the median of the 11 negative returns is -8.6% [6] Correlation Analysis - Analyzing the correlation between short-term and medium-term returns post-earnings can provide insights for trading strategies [7] - Historical data indicates that the correlation between 1D and 5D returns can guide traders in positioning themselves effectively [7]

Financial Performance - Zebra Technologies reported Q1 2025 sales of $1,308 million, reflecting 11.9% organic net sales growth[10] - The adjusted EBITDA margin increased by 240bps to 22.3%[10] - Non-GAAP diluted EPS increased by 41.5% to $4.02[10] - Free cash flow for Q1 2025 was $158 million, $47 million higher year-over-year[18] Segment and Regional Growth - Asset Intelligence & Tracking segment organic net sales grew by 18.4%[16] - Enterprise Visibility & Mobility segment organic net sales grew by 8.6%[16] - EMEA region experienced organic net sales growth of 18%[16] - Latin America region experienced organic net sales growth of 18%[16] Outlook and Tariffs - The company expects sales growth between 4% and 7% for Q2 2025[24] - The company expects sales growth between 3% and 7% for FY25[24] - The company anticipates approximately $70 million gross profit impact for FY25 due to U S import tariffs[20] - The company anticipates $25-30 million gross profit net impact from import tariffs for 2Q25[20]

Core Viewpoint - IBM plans to invest $150 billion in the U.S. over the next five years, including over $30 billion in mainframe and quantum computing research to enhance its role as a global leader in computing [1][2] Group 1: Investment Plans - The investment aims to fuel the economy and accelerate IBM's leadership in computing [1] - The commitment includes a significant focus on American jobs and manufacturing, reinforcing IBM's historical dedication to these areas [2] Group 2: Industry Context - Other tech companies, such as Apple and Nvidia, have also announced substantial investments to boost their U.S. manufacturing presence, reflecting a broader trend in the industry [2]