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TechCrunch· 2025-07-08 14:34
Moonvalley’s ‘ethical’ AI video model for filmmakers is now publicly available | TechCrunch https://t.co/8Y15xiSiIU ...
Kaltura Named a Leader in IDC MarketScape: Worldwide AI-Enabled Enterprise Video Platform 2025 Vendor Assessment
Globenewswire· 2025-06-30 16:00
IDC identified Kaltura as a worldwide leader after a thorough evaluation of its AI Video Cloud and its extensive, industry-leading implementationsNew York, June 30, 2025 (GLOBE NEWSWIRE) -- Kaltura (Nasdaq: KLTR), the AI Video Cloud, today announced that it has been named a Leader in the IDC MarketScape Worldwide AI-Enabled Enterprise Video Platform 2025 Vendor Assessment (doc # US52036124, June 2025). This is the first IDC MarketScape assessment to focus specifically on AI-powered video platforms, evaluate ...
Meta approached AI startup Runway about a takeover bid before Scale deal
CNBC· 2025-06-23 21:45
Meta spoke with artificial intelligence startup Runway about a potential takeover ahead of its multibillion-dollar investment in Scale AI, CNBC confirmed on Monday.Runway is best known for its AI video generation tools and earned a spot on CNBC's Disruptor 50 list earlier this month. The deal talks between Meta and Runway did not progress far and dissolved, according to a person familiar with the matter who asked not to be named due to the confidential nature of the discussions.Bloomberg earlier reported th ...
Powerfleet, Inc.(AIOT) - 2025 Q4 - Earnings Call Transcript
2025-06-16 13:30
Financial Data and Key Metrics Changes - Total revenue for Q4 reached $104 million, representing a 40% year-over-year growth, while adjusted EBITDA increased by 80% to $20 million [34][60] - For FY 2025, revenue grew from $135 million in FY 2024 to $362.5 million, nearly tripling, with adjusted EBITDA rising from $7 million to $71 million, a tenfold increase [61][62] - The company targets approximately $430 million in revenue for FY 2026, indicating a 20% growth [62] Business Line Data and Key Metrics Changes - The company has transitioned to a subscription-first business model, with recurring revenue making up 79% of total revenue [34] - Cross-sell revenue increased by 96% year-over-year, and in-warehouse solutions grew by 71% in high-intensity verticals [25][26] - AI video deployments increased by 52% within the largest indirect channel partner in the US [27] Market Data and Key Metrics Changes - The company signed contracts with over 600 new mid-sized and large customers across various industries, indicating a strong market presence [23] - North America, Europe, and Australasia continue to deliver strong performance, with significant traction in key segments [24] - The pipeline for AI video and in-warehouse products showed substantial growth, with AI video pipeline growing 120% quarter-over-quarter [37] Company Strategy and Development Direction - The company is focused on revenue expansion through cross-sell and upsell strategies, with a strong emphasis on the Unity platform [20] - A disciplined approach to integration and cost synergies has been a core part of the strategy, with $34 million in annualized cost synergies targeted by the end of FY 2026 [68] - The company aims to enhance its indirect channel partnerships, particularly with telco partners, to drive growth [50][52] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the pipeline and sales execution, despite some macroeconomic challenges affecting CapEx budgets [85][88] - The company is implementing third-party financing options to help customers manage capital expenditures [90] - Management anticipates organic momentum to accelerate in the second half of FY 2026 as the pipeline from indirect channel partnerships ignites [64] Other Important Information - The company was recognized as the number one global leader in platform solutions and innovation by ABI Research, enhancing its credibility in enterprise conversations [31][32] - The company ended Q4 with net debt of $225 million, consisting of $49 million in cash and $274 million in total debt [60] Q&A Session Summary Question: Can you reconcile the positive outlook with the macro environment and extended sales cycles? - Management acknowledged some impact from macroeconomic conditions on CapEx budgets but emphasized strong pipeline momentum and sales execution [85][86] Question: What metrics are being settled on for future guidance? - Management indicated that metrics will continue to evolve as the business systems integration progresses, with a focus on pipeline and net revenue retention [92][93]
Powerfleet, Inc.(AIOT) - 2025 Q4 - Earnings Call Presentation
2025-06-16 11:02
BUSINESS UPDATE June 2025 Important Disclaimers The contents of this presentation are not to be construed as legal, regulatory, business, accounting or tax advice. You should consult your own attorney, business advisor, accountant and tax advisor as to legal, regulatory, business, accounting and tax advice. This presentation has been prepared exclusively for the internal confidential use of the recipient only. This presentation is confidential. Any reproduction of distribution of this presentation, in whole ...
EverDriven Expands AI Video Safety Partnership with Powerfleet to Enhance Student Transportation Across 34 States
Prnewswire· 2025-06-16 10:59
WOODCLIFF LAKE, N.J., June 16, 2025 /PRNewswire/ -- Powerfleet (Nasdaq: AIOT), a global leader in AI-powered data intelligence, today announced an expanded deployment of its advanced AI video safety solution with EverDriven Technologies, a trusted leader in alternative student transportation across the United States.EverDriven operates across 34 states with 9,000+ drivers completing over 2 million trips annually. Due to the overwhelming interest from their school district partners,EverDriven will complete a ...
Akamai and Cloudinary Announce Strategic Alliance
Prnewswire· 2025-06-11 10:30
Core Insights - Akamai Technologies has announced a strategic partnership with Cloudinary to enhance its Video Manager solution with Cloudinary's AI-powered video technology [1][3] - The partnership aims to address the increasing demand for high-quality video experiences across various devices and channels [1][2] - Cloudinary has extensive experience in managing and delivering video content, powering over 1 billion videos for thousands of customers [2][5] Company Overview - Cloudinary is recognized for its image and video platform, serving over 10,000 customers, including notable brands like Adidas and Grubhub [5] - The company claims that its solutions can yield up to a 203% ROI for brands, enhancing user satisfaction and engagement [5] - Akamai is a leader in cybersecurity and cloud computing, providing a robust platform for performance and security [6][7] Partnership Details - Cloudinary has joined Akamai's Qualified Compute Partner Program as an Independent Software Vendor (ISV), facilitating easier access to its services for Akamai customers [1][3] - The partnership will allow Video Manager customers to leverage Cloudinary's technology to improve video management and delivery [1][3] - The Akamai Qualified Compute Partner Program aims to provide interoperable services that can be easily deployed across Akamai's global cloud infrastructure [3]
博通:ASIC 增速 “失灵”,万亿 ASIC 故事遇 “坑” or 迎 “机”?
海豚投研· 2025-06-06 02:14
1.整体业绩 : 博通 (AVGO.O) 本季度实现 150 亿美元,同比增长 20%,符合市场预期(149.5 亿美元) ,同比增长主要来自于 AI 业务的增长和 VMware 的并表整 合 。 公司本季度毛利率 68%,整合毛利率更高的 VMware 业务带动公司整体毛利率的逐步提升。 2.半导体业务 : 本季度实现 84 亿美元,环比增长 2 亿美元 ,其中 AI 业务贡献了主要增量。具体来看: $博通.US 北京时间 6 月 6 日凌晨,美股盘后发布 2025 财年第二季度财报(截至 2025 年 4 月): ①AI 业务:44 亿美元,环比增长 3 亿美元,符合市场预期 。 AI 业务的环比增长放缓,主要是受大客户谷歌 TPU 产品代际切换的影响。而随着 TPUv6 量产增 加,AI 业务有望在下半年增长加快,公司预期下季度 AI 业务收入 51 亿美元,环增提升至 7 亿美元 。 ②非 AI 业务:40 亿美元,略有下滑 。从各下游来看,虽然企业存储、宽带业务等环比有所增长,但无线、工业等业务仍在继续下滑。 3.基础设施软件 :本季度实现 66 亿美元,环比下滑 1 亿美元。受 VMware 并购 ...
Kaltura Announces Partnership With Magna Systems & Engineering To Support Growth in Asian and Pacific Markets
Globenewswire· 2025-05-09 12:00
Core Insights - Kaltura has formed a partnership with Magna Systems to enhance its operations in the Asia-Pacific region, specifically in Australia, New Zealand, Singapore, and Hong Kong [1][2] - This collaboration is part of Kaltura's strategy to expand its media and telecom activities in APAC, with Magna being the first of several partnerships in the region [2] - Kaltura's services leverage advanced AI capabilities to improve content strategies and viewer engagement, including features like real-time translation, AI-powered content curation, and metadata enrichment [3] Company Overview - Kaltura is recognized for its AI Video Experience Cloud, which includes a robust TV Content Management system and various AI-infused video products aimed at enhancing customer and employee engagement [8] - Magna Systems & Engineering specializes in systems integration and technology solutions for the broadcast and telecommunications sectors, with a commitment to providing top-notch services and support across the Asia-Pacific region [5][9] Product Highlights - Kaltura's AI-powered product, Kaltura TV Genie, has won the Product of the Year for Streaming at the 2025 NAB Show Award, offering hyper-personalized viewing experiences and real-time content curation [4] - The partnership with Magna is expected to deliver Kaltura's AI Video Experience Cloud solutions, adding significant value and efficiency to clients in the media and telecom sectors [6] Strategic Goals - The partnership aims to connect customers with leading technology solutions, enabling innovation and maintaining a competitive edge in the media and telecom industry [6] - Kaltura and Magna Systems are focused on improving streaming experiences and expanding their reach in the APAC market through this collaboration [7]
Kaltura Announces Financial Results for First Quarter 2025
Globenewswire· 2025-05-08 11:00
NEW YORK, May 08, 2025 (GLOBE NEWSWIRE) -- Kaltura, Inc. (“Kaltura” or the “Company”), the video experience cloud, today announced financial results for the first quarter ended March 31, 2025, as well as outlook for the second quarter and full year 2025. "We surpassed our guidance for the first quarter, delivering record total and subscription revenue, as well as significant Net loss improvement on a GAAP basis, and on a non-GAAP basis - a record positive Adjusted net income, Adjusted EBITDA, and earnings p ...