In its upcoming report, Oracle (ORCL) is predicted by Wall Street analysts to post quarterly earnings of $1.47 per share, reflecting an increase of 5.8% compared to the same period last year. Revenues are forecasted to be $15.01 billion, representing a year-over-year increase of 12.8%.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over thi ...

Core Viewpoint - The company is expected to improve its performance in the first half of 2025, with significant narrowing of losses driven by AI-enabled digital transformation in government and enterprise sectors, a rebound in smart education demand, and growth in consumer AI business [1] Financial Performance - The company maintains a "Buy" rating and raises the target price to 66.75 yuan (+6.20) due to steady revenue growth and a substantial reduction in losses, with the education business continuing to drive overall performance with a growth rate of over 20% [2] - In the first half of 2025, the company achieved operating revenue of 10.911 billion yuan, a year-on-year increase of 17.01%, and a net profit loss of 239 million yuan, narrowing losses by 40.37% year-on-year [2] - The company’s Q2 revenue was 6.253 billion yuan, a year-on-year increase of 10.12%, with a net loss of 46 million yuan, narrowing losses by 54.41% year-on-year [2] Business Segments - The smart education segment generated revenue of 3.531 billion yuan, a year-on-year increase of 23.47%, with a gross margin of 51.92%, supported by digital education and smart terminal growth [3] - The open platform revenue reached 2.724 billion yuan, a year-on-year increase of 16.18%, with a gross margin of 16.58% [3] - The enterprise AI solutions segment saw a remarkable revenue increase of 349.92% to 439 million yuan, indicating strong demand resilience and structural upgrades across various industries [3] Product Development - The "Spark" model continues to iterate, demonstrating competitive capabilities against leading models, with significant advancements in hallucination governance accuracy and coverage of over 130 languages [4] - The "iFlytek Spark" app has achieved over 300 million downloads on Android, ranking among the top 5 general-purpose large model applications in China, indicating strong user penetration and retention [4] - The office product line has seen a doubling in sales of the Air2 series, contributing to long-term growth certainty [4] International Expansion - The company reported overseas revenue of 179 million yuan in the first half of 2025, a year-on-year increase of 212.08%, driven by multi-point international expansion [3]

在此次交流会上，神州数码提出面向不同企业级AI场景，依托全栈业务体系，驱动企业AI战略落地的 新布局：AI基础设施方面，以神州鲲泰智算产品为基础，进一步丰富算力设备形态、创新架构设计， 持续强化智算基建支撑能力；AI平台和应用部分，提供从知识整合、模型运营到场景适配全流程技术 服务，推动AI真正融入客户业务，释放实际价值；AI咨询服务部分，围绕战略、流程、组织、人才、 技术、运营等维度提供全方位咨询服务，助力企业构建AI竞争优势；AI生态部分，联动国内外一流生 态伙伴，整合各方优势，共推AI产业变革。四大板块协同形成合力，矢志助力各行业、企业一站式构 建AI原生技术体系，构建AI未来制胜优势。 神州数码相关负责人介绍，2025年上半年，公司持续推动AI for Process企业级流程数智化变革，帮助客 户在AI时代实现业务流程的全面重构。神州数码搭建出AI原生的企业级数智化技术参考架构，重点通 过"神州问学企业级Agent中台"与"神州问学智能流程工作台"释放AI价值。 值得注意的是，2025年上半年，神州数码AI业务实现"多元化渗透"与"规模化落地"双重突破，产品矩阵 和行业布局进一步完善，为未来业务增长 ...

Investor Presentation Fall 2025 | Q2FY26 Forward-Looking Statements & Other Disclaimers This presentation contains forward-looking statements within the meaning of within the meaning of the Securities Act of 1933, as amended, the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as "anticipate," "believe," estimate," "expect," "goal," "intend," "likely," "may," "plan," "project," "seek," "should," ...

9月4日，"静创未来 新质跃申" 2025年静安区科技创新大会召开。大会旨在加强市区联动、强化企业创新主体地位、优化科创生态建设，加速科技创新 引领新质生产力发展，推动科创能级跃升，为区域高质量发展注入活力。 现场，上海市科委与静安区共同签署《上海市科学技术委员会与上海市静安区人民政府战略合作协议》，双方将围绕培育优质科技创新企业、联合建设 创新平台、优化科技创新生态开展深度合作，实现市级资源与区级实践的 "强强联合"。 大会围绕AI+技术落地应用、科技小巨人培育、高质量孵化器培育、链主企业创新引领等科创关键元素设置相应环节，展现了区内优秀科创企业的探索 之路：合合信息现场发布了"大尺寸扫描"技术，依托智能高清及AIGC图像增强算法、创新性AI图像拼接技术，聚焦文物数字化保护等多个领域，实现大尺 寸文件的高清晰度扫描；壹沓科技的"运小沓"依托AI大模型等技术，聚焦国际物流与供应链领域，构建了覆盖国际海运物流全链路的数字化解决方案。 此外，壹沓科技、上海通办信息等5家静安企业获得2024年度上海市科技小巨人（含培育）工程项目，2024年度静安区立项数位列中心城区第一；"数通 链谷"区块链应用创新孵化器、"视听静 ...

2）山石网科 （世诚投资参与公司电话会议） 个股亮点：公司将进行 ASIC 芯片技术的第一次流片，若一次流片成功，公司有望在 2024 年推出载有 ASIC 芯片技术的防火墙产品。；公司发布DeepSeek大模型应用一体机解决方案，致力于为用户提供一 站式"算力+大模型+安全应用"服务能力；公司与华为云、天翼云、阿里云、浪潮云等国内云厂商建立 了良好的合作关系 根据市场公开信息及9月3日披露的机构调研信息，知名私募世诚投资近期对2家上市公司进行了调研， 相关名单如下： 1）海天瑞声 （上海世诚投资管理有限公司参与公司分析师会议） 调研纪要：2025年上半年公司收入增长69.54%，主要因计算机视觉、自然语言和智能语音三大业务全 面增长。计算机视觉和自然语言业务占比分别达40%和14%，智能语音增速平缓。公司与华为合作昇腾 一体机整合及陕西智慧文旅项目，成为中国移动重要数据供应商并参与人工智能焕新社区。数据要素方 面，已与成都、长沙、保定成立合资公司，与呼和浩特签署协议，拓展上海、广州等十余地合作。海外 布局方面，并购菲律宾交付基地，在港、新、美设子公司，推进日韩及欧盟落地。具身智能领域，共建 数据训练场并发布 ...

Descartes Systems (DSGX) reported $179.82 million in revenue for the quarter ended July 2025, representing a year-over-year increase of 10%. EPS of $0.43 for the same period compares to $0.40 a year ago.The reported revenue represents a surprise of +1.46% over the Zacks Consensus Estimate of $177.22 million. With the consensus EPS estimate being $0.49, the EPS surprise was -12.24%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...

Tampa, FL, Sept. 03, 2025 (GLOBE NEWSWIRE) -- SCWorx Corp. (Nasdaq: WORX), a leading provider of data management and software solutions for the healthcare industry, today announced the appointment of Anders Ohlsson, a seasoned technology executive, as its new Chief Technology Officer (CTO). This strategic hire underscores SCWorx’s commitment to advancing its data platform and expanding its suite of data management and software solutions for healthcare providers. Mr. Ohlsson has over 25 years of experience i ...

Sprinklr (CXM) Q2 2026 Earnings Call September 03, 2025 08:30 AM ET Speaker0Greetings. Welcome to Sprinklr's second quarter fiscal year 2026 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to Eric Scro, Head of Investor ...

2025年，AI产业迎来从"技术展示"到"价值创造"的关键转折点，资本市场对AI的认知也从"模型狂欢"转 向"应用为王"，一批深耕垂直领域的AI+SaaS企业正悄然站上风口。 近日，智慧CRM服务商玄武云（02392）发布的25年中期业绩，也向我们展示了AI+SaaS如何深度赋能 垂直行业。中报显示，玄武云在报告期内不仅达成了毛利率的提升，还实现了经营性现金流的再度回 正，经营愈加稳健。与此同时，公司在AI+快消垂直领域持续创新，推出了饮料白酒行业的SKU超级模 型、奶粉行业防作弊检测模型以及诸多AI标品，这也使得公司上半年AI相关合同实现了大幅增长，同 时也意味着，玄武云的AI"引擎"动力正逐步增强。 业务结构持续优化，战略聚焦成效凸显 玄武云2025年中期业绩显示，公司实现总营收4.1亿元（人民币，下同）。其中，公司持续聚焦发展的 SaaS板块表现突出，实现营收2.4亿元，收入占比达59.6%，业务收入结构持续优化，显示出公司战略聚 焦的成效。 盈利能力方面，通过深化AI与SaaS业务的融合，该板块毛利率稳步提升至26.5%，并有效带动公司整体 毛利率水平提高。期内整体毛利率达到18.2%，同比提升2.6 ...