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邦妮區塊鏈 Bonnie Blockchain· 2025-08-08 11:01
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Textron(TXT) - 2025 Q2 - Earnings Call Transcript
2025-08-08 10:00
Financial Data and Key Metrics Changes - Total revenue reached approximately €190 million, reflecting a strong performance with a growth of 37% year-over-year, and an organic growth of 9% [4][21] - EBITDA increased to €27.5 million, representing a growth of 57% compared to the same period last year, with an EBITDA margin of 14.6% [4][24] - The gross margin improved from 32.8% in 2024 to 38.2% in the first half of 2025 [22] Business Line Data and Key Metrics Changes - The Smart Solutions division grew by 72%, achieving a top line of €44 million, with an EBITDA margin around 18% [5][6] - Digital Advisory division experienced a growth of 63%, while Software Engineering grew by 22%, mainly due to the integration of the WebGenesis business [6][16] - Overall EBITDA growth was significant across all business lines, particularly in Smart Solutions with a 75% increase [6][21] Market Data and Key Metrics Changes - International revenue accounted for €31 million, representing 16% of total revenue, which is lower than the previous year due to the integration of domestic companies [8] - Strategic areas such as Aerospace and Defense, Banking and Finance, and Public Sector are growing in contribution, while Tech, Industrial, and Automotive sectors are seeing a decrease in their contribution [10] Company Strategy and Development Direction - The company aims to accelerate growth in the Smart Solutions division, which is the most profitable [5] - Continued investment in R&D, totaling €12 million, reflects a 75% increase compared to the same period last year, focusing on innovative technology [7] - The three-year business plan includes a mix of continuity and M&A strategies, targeting a 10% growth rate [18][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving an average growth of 5% to 6% for the Software Engineering division despite fluctuations in quarterly performance [39] - The outlook for the second half of the year is positive, with expectations to exceed the defined guidance [18] - The company is scouting for additional M&A opportunities to enhance growth [19][20] Other Important Information - The company made a strategic investment in Altilia, focusing on artificial intelligence, with plans to increase stakes in the future [11][12] - The net debt as of June 2025 stood at €112 million, in line with guidance, and below two times the year EBITDA [9][29] Q&A Session Summary Question: What drove the change in trend for the Software Engineering business? - The Software Engineering business is linked to large projects, leading to variable performance. A strong Q2 last year made it difficult to achieve similar results this year, particularly in the telco industry, which is experiencing low investment [37][38] Question: What is the rationale behind the partial exit from Banco del Fucino? - The strategy remains unchanged; however, market conditions necessitated a two-step approach for the sale due to regulatory constraints on shareholding in banking institutions [40][41] Question: What is the expected timing for new M&A deals? - The company plans to make one to two small acquisitions in 2025, with larger deals anticipated in 2026. Current negotiations are in advanced stages for a small acquisition in the U.S. [43][46]
How to Hire AI Engineers when EVERYONE is cheating with AI — Beth Glenfield, DevDay
AI Engineer· 2025-07-22 19:55
[Music] Hi everyone. So, I'm Beth Glenfield. I actually flew in from Ireland.So, uh I will try and slow down my accent for everybody. I have heard that I do get a bit American sometimes. So, uh, yeah, may not be the Irish accent you're expecting.So, I'm going to talk to you today about how I believe AI is breaking how we hire technically. So, I know everyone's very busy, but just a few questions to think about. Is that okay.Is, are you using AI today in your recruitment process both as an interviewee and an ...
Cognition AI Buys Windsurf After Google Licensing Deal
Bloomberg Technology· 2025-07-15 20:04
Acquisition Overview - Cognition acquired Windsurf, viewing it as a complementary offering in the AI space [4] - The acquisition was structured as a clean cut from Google, with Windsurf's product, IP, go-to-market team, marketing team, and enterprise engineering team remaining intact [6][7] - The deal includes immediate consideration for all Windsurf employees, who are now part of Cognition [9] Strategic Fit and Synergies - Windsurf, an idea that helps developers code faster, complements Cognition's Devon, an AI software engineering agent [13][14] - The integration allows for a workflow where Devon can perform initial project tasks, with developers using Windsurf for finishing touches [14] - Both companies have a clear enterprise focus, with customers like Goldman Sachs, Citibank (rolling out Windsurf), and JP Morgan [2][15] Market Dynamics and Future Outlook - The acquisition aims to address the issue of valuable teams being left behind in aqua-hires [19][21] - Windsurf was previously considered for acquisition by OpenAI, but the deal did not materialize [11][12] - The deal structure resulted in wiping out the investors founder shares, making it an entirely employee owned company [21]
What's an AI Agent?
OpenAI· 2025-07-15 17:20
I mean, I'll probably get uh you know, yelled at by someone else. Not be controversial at all. Stephanie should have it.Um I mean, for me, agents I have a very high bar. Uh it has to be a it has to be a system that can be reliably handed complex work that it can take on autonomously um uh you know and and and and execute at a high level of proficiency uh where it hasn't seen that work before. And that last part is a critical piece is these aren't just things that are trained to copy.They have to be things t ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-09 11:35
It’s never been easier to create your own app with ‘vibe coding.’ Now, professional software engineers are bringing it into the enterprise. https://t.co/0Anb5hYS2n ...
麦肯锡人工智能的现状报告:组织如何重新布线以获取价值
麦肯锡· 2025-05-26 01:25
Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Organizations are beginning to create structures and processes to capture value from generative AI (gen AI), with larger companies leading the way [2] - The use of AI, including both generative and analytical AI, is gaining momentum, with over 75% of organizations reporting AI usage in at least one business function [2] - CEO oversight of AI governance is correlated with higher reported bottom-line impact from gen AI use, particularly in larger organizations [3][5] - The redesign of workflows is identified as the most impactful attribute for organizations to see EBIT impact from gen AI [4][7] - Organizations are increasingly addressing gen-AI-related risks, with a focus on inaccuracy, cybersecurity, and intellectual property infringement [20][23] Summary by Sections Organizational Changes and AI Deployment - Companies are redesigning workflows and elevating governance to drive bottom-line impact from gen AI [2] - 21% of organizations using gen AI have fundamentally redesigned some workflows [7] - CEO oversight is crucial, with 28% of organizations reporting their CEO oversees AI governance [5] AI Governance and Management Practices - Effective AI implementation requires a top-down approach, with C-suite commitment essential for transformation [9][10] - Organizations are selectively centralizing elements of AI deployment, particularly in risk and compliance [12] - Less than one-third of organizations follow most best practices for gen AI adoption and scaling [28][31] Workforce Impact and Hiring Trends - There is a growing need for AI-related roles, with 50% of respondents indicating a need for more data scientists in the next year [40] - Organizations are reskilling employees due to AI use, with expectations for increased reskilling in the next three years [45] - A plurality of respondents expect no immediate change in workforce size due to gen AI, although some functions may see reductions [51][56] AI Usage and Functionality - 78% of organizations report using AI in at least one business function, up from 72% in early 2024 [58] - The most common functions for AI use include IT, marketing and sales, and service operations [66] - Organizations are increasingly using gen AI across multiple functions, with an average of three business functions reported [59] Risk Management and Compliance - Organizations are ramping up efforts to mitigate risks associated with gen AI, particularly inaccuracy and cybersecurity [20][23] - Larger organizations are more likely to manage potential risks effectively compared to smaller ones [23] Future Outlook - The report suggests that organizations that think big and pursue transformative change will gain a competitive advantage from their AI efforts [25][26] - As organizations become more fluent with AI, it is expected to be embedded in all functions, allowing leadership to focus on higher-level tasks [11]