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Cohen & Steers(CNS) - 2025 Q2 - Earnings Call Presentation
2025-07-18 14:00
Assets Under Management (AUM) - Ending AUM increased to $88.9 billion as of June 30, 2025, compared to $87.6 billion as of March 31, 2025[2] - Average AUM for Q2 2025 was $87.2 billion, up from $86.8 billion in Q1 2025[2] - Market appreciation contributed $2.3 billion to AUM in Q2 2025, compared to $2.1 billion in Q1 2025[2] Flows - The company experienced net outflows of $131 million in Q2 2025, a shift from net inflows of $222 million in Q1 2025[2] - Open-end funds and closed-end funds saw net inflows, while advisory and subadvisory experienced net outflows[2] - Total firm net flows were -$0.1 billion in Q2 2025, representing an organic decay of -0.6%[18] Financial Performance (As Adjusted) - Net income was $37.3 million in Q2 2025, slightly lower than $38.4 million in Q1 2025[2] - Diluted EPS was $0.73 in Q2 2025, compared to $0.75 in Q1 2025[2] - Operating margin was 33.6% in Q2 2025, a decrease from 34.7% in Q1 2025[2] - Revenue reached $135.3 million in Q2 2025, compared to $133.8 million in Q1 2025[4] - Expenses totaled $89.9 million in Q2 2025, up from $87.3 million in Q1 2025[4] Revenue Breakdown (As Adjusted) - Open-end fund fees generated $69.9 million in revenue in Q2 2025[8] - Institutional fees contributed $32.8 million in revenue in Q2 2025[8] - Closed-end fund fees accounted for $24.9 million in revenue in Q2 2025[8] Expense Breakdown (As Adjusted) - Employee compensation and benefits amounted to $54.8 million in Q2 2025[11] - Distribution and service fees were $15.7 million in Q2 2025[11] - General and administrative expenses totaled $17.0 million in Q2 2025[11] Investment Performance - 94% of total AUM was in outperforming strategies over the 1-year period as of June 30, 2025[32] - 90% of total AUM was in outperforming strategies over the 10-year period as of June 30, 2025[32] - 96% of U S open-end fund AUM was rated 4 or 5 stars by Morningstar[32]
Akamai Technologies (AKAM) Laps the Stock Market: Here's Why
ZACKS· 2025-07-17 23:16
Akamai Technologies (AKAM) closed the most recent trading day at $77.93, moving +1.16% from the previous trading session. This change outpaced the S&P 500's 0.54% gain on the day. Meanwhile, the Dow experienced a rise of 0.52%, and the technology-dominated Nasdaq saw an increase of 0.74%. The cloud services provider's shares have seen a decrease of 2.11% over the last month, not keeping up with the Computer and Technology sector's gain of 5.77% and the S&P 500's gain of 4.2%.The investment community will be ...
Veeva Systems (VEEV) Stock Sinks As Market Gains: Here's Why
ZACKS· 2025-07-17 22:45
In the latest close session, Veeva Systems (VEEV) was down 2.13% at $276.46. This move lagged the S&P 500's daily gain of 0.54%. Elsewhere, the Dow gained 0.52%, while the tech-heavy Nasdaq added 0.74%. Heading into today, shares of the provider of cloud-based software services for the life sciences industry had gained 0.37% over the past month, outpacing the Medical sector's loss of 2.12% and lagging the S&P 500's gain of 4.2%.Investors will be eagerly watching for the performance of Veeva Systems in its u ...
iRhythm Technologies to Report Second Quarter 2025 Financial Results on July 31, 2025
Globenewswire· 2025-07-17 20:30
SAN FRANCISCO, July 17, 2025 (GLOBE NEWSWIRE) -- iRhythm Technologies, Inc. (NASDAQ:IRTC), a leading digital health care company focused on creating trusted solutions that detect, prevent, and predict disease, today announced that it will release financial results for the second quarter 2025 after the close of trading on Thursday, July 31, 2025. The company’s management team will host a corresponding conference call beginning at 1:30 p.m. PT / 4:30 p.m. ET. Interested parties may access a live and archived ...
Inseego Corp. to Report Second Quarter 2025 Financial Results on August 7, 2025
Globenewswire· 2025-07-17 20:10
SAN DIEGO, July 17, 2025 (GLOBE NEWSWIRE) -- Inseego Corp. (Nasdaq: INSG), a technology leader in 5G mobile and fixed wireless solutions for mobile network operators, Fortune 500 enterprises and SMBs, today announced that the company will release its financial results for the second quarter of 2025, ended June 30, 2025, after the financial markets close on August 7, 2025. The financial statements and earnings press release will be made available at www.inseego.com and will be filed under Inseego’s profile o ...
Asure Software to Announce Second Quarter 2025 Financial Results on July 31, 2025
Globenewswire· 2025-07-17 20:01
AUSTIN, Texas, July 17, 2025 (GLOBE NEWSWIRE) -- Asure Software, Inc. (“Asure” or the “Company”) (Nasdaq: ASUR), a leading provider of cloud-based Human Capital Management (HCM) software solutions, announced today that the Company will hold a conference call on Thursday, July 31, 2025 at 4:30 p.m. Eastern time to discuss its financial results for the second quarter of 2025. Financial results will be issued via press release prior to the call. Asure Chairman and CEO Pat Goepel as well as CFO John Pence will ...
X @The Wall Street Journal
Costco was recently sued by Lululemon for allegedly selling cheap knockoffs of the athleisure brand’s premium clothing. And you don’t exactly need a law degree to read this legal document and see why so many people are so completely obsessed with Costco. https://t.co/DVwT82QeB3 https://t.co/Ag4wAqGCd2 ...
AI/R Company Accelerates Oracle Fusion Apps AI Agent Studio Implementation
GlobeNewswire News Room· 2025-07-17 19:51
Core Insights - The AI Revolution Company (AI/R) is positioning itself as a leading implementation partner for Oracle Fusion Cloud Applications customers to leverage Oracle AI Agent Studio capabilities [1][3] - Oracle AI Agent Studio is a comprehensive platform that allows enterprises to create, deploy, and manage AI agents without additional costs, enhancing accessibility through user-friendly tools and templates [2][4] - AI/R's extensive experience with Oracle products and its ecosystem of over 6,000 experts provide unique value in implementing AI solutions across various business functions [3][5] Group 1 - AI/R aims to help enterprises maximize the transformative potential of agentic AI through its deep technical expertise and proven methodologies [4][5] - The platform features native integration with Oracle Fusion, agent orchestration for complex workflows, and options for using various large language models [4][5] - AI/R focuses on democratizing AI agent creation while ensuring robust testing and security frameworks for enterprise-wide deployments [5] Group 2 - AI/R's mission is to embed AI into all operations, driving innovation and productivity across industries [6] - The company emphasizes the importance of bridging the gap between advanced AI capabilities and real-world business outcomes to achieve measurable ROI [5]
X @Andy
Andy· 2025-07-17 19:29
RT EigenCloud (@eigenlayer)🔴 LIVE: @sreeramkannan joins @ayyyeandy on The Rollup TV to talk EigenCloud and celebrate the launch of The Signal by @boundless_xyz. https://t.co/cwBWEFxOxI ...
Alphabet's AI Initiatives, Strong Ad Performance Fuel Optimism: Analyst
Benzinga· 2025-07-17 17:22
Keybanc Capital Markets analyst Justin Patterson maintained Google parent Alphabet Inc GOOGL with an Overweight rating and raised the price forecast from $195 to $215 on Wednesday.Patterson raised his expectations for the ad industry ahead of second-quarter results, reflecting a stable macro environment and positive product cycles. The analyst noted that stocks, including Alphabet, are starting to price in potential upside, with focus on AI initiatives, advertiser momentum and expense efficiencies.Also Read ...