Financial Data and Key Metrics Changes - The company reported net sales of $1.2 billion for the third quarter, an increase of $211 million or 22% year-over-year [20] - Adjusted operating profit rose to $222 million, up $55 million or 33% from the previous year, with an adjusted operating profit margin of 18.8%, an increase of 150 basis points [21] - Adjusted diluted earnings per share increased to $5.12, up $0.97 or 23% compared to the prior year [21] Business Line Data and Key Metrics Changes - ABL (Acuity Brands Lighting) generated sales of $923 million, a $25 million or 3% increase year-over-year, driven by growth in independent sales and direct sales networks [21] - Acuity Intelligent Spaces (AIS) reported sales of $264 million, an increase of $188 million, with Atrius and Distech combined growing 21% and QSC growing over 20% year-over-year [25] Market Data and Key Metrics Changes - The company experienced accelerated orders in the third quarter, attributed to strategic pricing actions in response to evolving tariff policies [5][22] - The independent sales network and direct sales showed strong growth, while corporate accounts faced declines due to timing issues with a large retailer's renovations [21] Company Strategy and Development Direction - The company is focused on product vitality, service enhancement, and technology improvements to drive productivity and market share growth [18] - Acuity is entering new verticals, including refuel and healthcare, and is making strategic acquisitions to enhance its product offerings [110][111] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to manage outcomes amid uncertainties from tariff policies and geopolitical instability [17] - The expectation is that the combination of third and fourth quarter performance will meet the anticipated results for the second half of fiscal 2025 [62] Other Important Information - The company generated approximately $400 million in cash flow from operations year-to-date and has effectively allocated capital, including a 13% increase in dividends and share repurchases [27][28] - A special charge of $30 million was taken this quarter related to productivity efforts, which will yield benefits in future quarters [29][96] Q&A Session Summary Question: QSC margin performance - Management noted that QSC's margin improved significantly due to strong top-line growth and the adoption of productivity tools, with no deal accounting affecting the results [34][92] Question: Impact of accelerated orders and pricing actions - Management confirmed that there was evidence of order acceleration in both ABL and AIS, with expectations for normalized performance in the upcoming quarters [40][41] Question: Gross margin expectations for Q4 - Management indicated that while Q3 had minimal impact from tariffs, Q4 is expected to see some margin dilution due to tariff costs and pricing actions [58][60] Question: Demand environment and customer behavior - Management observed rational behavior from customers in response to pricing actions and tariff uncertainties, indicating a conservative approach to future expectations [97][99] Question: Progress on new verticals - Management highlighted strong traction in new markets such as refuel and healthcare, with ongoing efforts to enhance product offerings in these areas [110][111]

Acuity (AYI) Q3 2025 Earnings Call June 26, 2025 08:00 AM ET Speaker0 Good morning, and welcome to the Acuity Fiscal twenty twenty five Third Quarter Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, the company will conduct a question and answer session. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Charlotte McLaughlin, Vice President of Investor Relations. Charlotte, please go ahead. Sp ...

Key Takeaways Phibro's Animal Health unit grew 42% with a standout 68% rise in MFAs and other product sales in fiscal Q3. Phibro saw 40% of fiscal Q3 revenues from international markets like Latin America, India and Southeast Asia. PAHC's Mineral Nutrition and Performance Products units posted double-digit sales growth recovery.Phibro Animal Health Corporation’s (PAHC) focus on advancing its Animal Health business is poised to drive growth in the upcoming quarters. The company’s global growth prospects lo ...

克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 这项新功能名叫 AvatarFX ，主要用于图生视频，更具体说就是让静态图片中的人物"开口 说话"。 AvatarFX一个月之前面向订阅用户开放，现在所有用户都可以用了，同时c.ai也上新了多项 其他AI创作功能。 c.ai上新多项AI创作功能 在最新的公告中，c.ai宣布上新或即将上新一系列新功能，其中不少与AI创作相关。 首先就是 AvatarFX ，它主打图片动画化，而非从零开始的文本生成，可以让图片中的人物 说话、唱歌并和用户互动，也可以为角色生成自我介绍视频，同时支持宠物等非人类面孔。 c.ai介绍，AvatarFX基于DiT架构，自称达到了SOTA水准，技术亮点在于 高保真度和强时 间一致性 。 据介绍，即便面对多角色、长序列或多轮对话的复杂场景，AvatarFX生成的视频依然能够保 持稳定性。 AI陪伴应用的Top 1—— Character.ai （c.ai），也开始做起视频生成了。 在c.ai平台中，可以让AI扮演各种角色陪你对话，现在有了视频生成，这些角色可以动起来 了。 c.ai展示了用户的创作成果，还自嘲称之为"内部运作模式可视化 ...

清华交叉信息研究院硕士,研究方向为多模态生成,扩散模型,一致性模型 代表工作有 LCM, LCM-LoRA, Diff-Foley · 王浩帆 硕士毕业于 CMU,InstantX 团队成员,研究方向为一致性生成 代表工作有 InstantStyle, InstantID 和 Score-CAM · 杨策元 42章经 AI 私董会活动 文生图与文生视频 从研究到应用 分享嘉宾 · 骆思勉 LCM、InstantID 和 AnimateDiff 这三个研究在全球的意义和影响力都非常之大，可以说是过去一整年里给文生图和文生视频相关领域带来极大突破或应用 落地性的工作，相信有非常多的创业者都在实际使用这些作品的结果。 这次，我们首次把这三个工作的作者凑齐，并且还请来了知名的 AI 产品经理 Hidecloud 做 Panel 主持，届时期待和数十位 AI 创业者一起交流下文生图、文生视频 领域最新的研究和落地。 PhD 毕业于香港中文大学,研究方向为视频生成 6/01 | 13:00-14:00 (周六) 北京时间 美西时间 5/31 | 22:00-23:00 (周五) 活动形式 线上(会议链接将一对一发送) ...

本期关注企业：蚂蚁金服、茶颜悦色、爱诗科技。 蚂蚁集团投资视频生成模型公司爱诗科技，由字节前视觉技术负责人王长虎创立 今年 2 月 OpenAI 发布 Sora 后，投资人对视频生成模型的判断更趋割裂：有人认为，OpenAI 已碾压其他公司， 创业机会不再；另一派观点是，Sora 证明视频生成模型路线清晰、成果可复制，这反而会给更多公司机会。 乐观者已用钱做出了选择。《晚点 LatePost》独家获悉，蚂蚁集团已于近期独家投资了中国视频生成大模型公司 爱诗科技的 A2 轮，该轮金额超过 1 亿元人民币。 接近蚂蚁的人士说，蚂蚁除自研大模型并落地应用外，也在持续关注行业的前瞻探索，围绕大模型技术能力、产 业应用和 AI 算力等核心技术和生态，已陆续投资了智谱 AI、月之暗面等大模型创业公司和专注多模态的生数科 技等。 爱诗科技成立于 2023 年 4 月，目前团队约有 30 人，创始人兼 CEO 王长虎曾任字节跳动视觉技术负责人，在视 频理解、数据处理、内容安全和视频生成等领域都有积累。 爱诗科技既做视频生成大模型，又做面向内容创作者和普通人的视频生成产品。 爱诗科技称自己 2023 年 6 月以来就尝试 Di ...