Key Takeaways NVDA, APP and GE show strong historical EPS growth and rising near-term earnings estimates. NVIDIA is projected to grow earnings by 42.5% this year, with global demand driving computing solutions. AppLovin leads with an 86.3% expected earnings gain, while GE Aerospace sees 22.6% annual growth. To assess earnings, examine the difference between revenues and production expenses. The growth of earnings is vital for every business, as survival depends on being profitable. Earnings are regarded a ...

Company Announcement - Akamai Technologies, Inc. will hold a conference call for investors on August 7, 2025, at 4:30 p.m. ET to discuss its second quarter 2025 financial results and may provide forward-looking financial guidance [1] - The conference call will be broadcast live on Akamai's Investor Relations page, and a replay will be available for two weeks following the call [2] Company Overview - Akamai is a cybersecurity and cloud computing company that powers and protects businesses online, offering market-leading security solutions and full-stack cloud computing solutions [3] - The company emphasizes its superior threat intelligence and global operations team, which provide defense-in-depth to safeguard enterprise data and applications [3] - Akamai is trusted by global enterprises for its reliability, scale, and expertise, enabling them to grow their business with confidence [3]

Core Viewpoint - Akamai Technologies has announced the addition of Janaki Akella and Bas Burger to its Board of Directors, enhancing its leadership in cloud computing and cybersecurity through their extensive experience in technology and global business transformation [1][4]. Group 1: New Board Members - Janaki Akella brings expertise in cloud computing, cybersecurity, and AI, with previous leadership roles at Google and McKinsey & Company, and currently serves on several boards including Southern Company and Sallie Mae Corporation [2]. - Bas Burger, CEO of BT International, has a strong background in executing go-to-market initiatives and driving customer acquisition and retention, contributing to global data and cloud connectivity solutions [3]. Group 2: Strategic Importance - The addition of Akella and Burger is seen as critical for Akamai's growth in cloud computing and cybersecurity, with their insights expected to support the company's transformation and innovation efforts [4]. - Akamai's CEO, Tom Leighton, emphasized the value of Akella's experience in digital transformation and Burger's international business acumen in driving future growth opportunities [4]. Group 3: Company Overview - Akamai is recognized as a leading cybersecurity and cloud computing company, providing market-leading security solutions and full-stack cloud computing services to safeguard enterprise data and applications [5].

Core Viewpoint - Maris-Tech Ltd. has entered into a distribution agreement with Precision Technologies to enhance its presence in the Asia-Pacific defense and security markets, promoting its video-based edge AI computing solutions [1][2][3] Group 1: Agreement Details - The distribution agreement allows Precision Technologies to promote and distribute Maris-Tech's full range of video-based edge AI computing solutions across key markets including defense, homeland security, aerospace, and commercial sectors in Singapore [2] - This collaboration is seen as a significant milestone for Maris-Tech, indicating a strong vote of confidence in its technology and products [3] Group 2: Company Overview - Maris-Tech is recognized as a global leader in video and AI-based edge computing technology, specializing in intelligent video transmission solutions that address complex encoding-decoding challenges [4] - The company offers miniature, lightweight, and low-power products that provide high-performance capabilities such as raw data processing, seamless transfer, advanced image processing, and AI-driven analytics [4] - Founded by veterans of the Israeli technology sector, Maris-Tech serves leading manufacturers in various industries including defense, aerospace, intelligence gathering, homeland security, and communication [4]

Financial Performance - The Novian IT group's consolidated revenue in 2024 was EUR 38.9 million, reflecting a growth of 2.4% compared to 2023 [1] - The group's EBITDA for the year was EUR 2.57 million, which is 2.1 times the previous year's figure [1] - The operating profit for 2024 was EUR 1.5 million, representing a significant increase of 14.3 times compared to 2023 [1] Revenue Sources - In 2024, 59% of Novian's revenue came from IT solutions, 24% from software development, and 17% from IT services [2] - The company operated in 37 countries, with 77% of revenue generated in Lithuania, 12% in other European countries, and 11% in the rest of the world [2] Strategic Focus - The CEO of Novian emphasized the importance of collaboration with clients to drive innovation and success in the IT sector [3] - Future priorities for Novian include projects for national institutions, defense projects, artificial intelligence, high-performance computing solutions, and quantum technologies [4][5] Defense Projects - Novian has been involved in defense projects since 2004, participating in seven projects funded by the European Commission in 2024 [7] - Ongoing projects include PEONEER, SESIOP, FIRES 2, and ODINS' EYE 2, focusing on various defense and military enhancements [7] Innovation and Technology - The company is developing the HIPSTER project, which aims to identify and counter hybrid threats using advanced technologies [8] - Novian is also expanding its cloud computing architecture and IT infrastructure services in African countries [9] - The company is actively contributing to the development of a quantum technology ecosystem in Lithuania [9] Valuation - An independent valuation by Deloitte indicated that the fair value of the Novian group at the end of 2024 was nearly EUR 22 million, a rise of 11.7% from the end of 2023 [11]

Arrow Electronics (ARW) Conference Call Summary Industry Overview - The semiconductor cycle has been one of the longest and most profound in recent history, with indications that the bottom has been reached and recovery is underway [5][6] - Leading indicators such as book-to-bill ratios are above parity across all regions, and backlogs are building, providing improved visibility [6][12] Company Insights Business Segments - Arrow Electronics operates in two main segments: Global Components and Enterprise Computing Solutions (ECS) [9] - The inventory correction phase is largely behind, with some pockets of excess inventory remaining [12] - The ECS segment focuses on cloud, hybrid cloud, and infrastructure software, targeting mid-market customers [48] Financial Performance - The company has seen growth in gross profit (GP) and operating income (OI) over the last three quarters, with expectations for continued growth [50] - Recurring revenue in the ECS business is approaching one-third of total volume, contributing positively to margins [53] Competitive Advantages - Arrow's competitive edge lies in its vast supply chain assets and engineering capabilities, allowing it to serve large multinationals and mass markets effectively [22][24] - The company has invested in value-added services, enhancing its market position beyond traditional distribution [25][29] Market Trends Demand by Region and Vertical - Key verticals include industrial, transportation (including automotive), and aerospace and defense, with varying demand trends across regions [18][19] - Asia, particularly China, is leading the recovery, impacting regional margins [19][20] Tariff Impact - Tariffs have a minimal impact on Arrow's top and bottom lines, estimated at 2-4% of global component sales, and are viewed as neutral overall [38][39] - The company is actively helping customers navigate tariff implications and optimize their supply chains [44][46] Margin Outlook - Operating margins are expected to improve as the market normalizes, driven by scale, return of mass market demand, and growth in value-added offerings [31][33] - The ECS segment's margin profile is stable, with expectations for gradual improvement as recurring revenue grows [56] Investment Thesis - Arrow Electronics is aligned with attractive end markets with healthy growth potential, aiming to grow at or above market rates [59] - The company prioritizes organic growth, selective M&A, and capital returns, with a focus on enhancing shareholder value [60] Conclusion - Arrow Electronics is positioned for recovery and growth, with a clear strategy to leverage its competitive advantages and navigate market challenges effectively [61]

Core Insights - One Stop Systems, Inc. (OSS) is participating in the NVIDIA GTC Paris Conference on June 11-12, 2025, showcasing its rugged, enterprise-class compute solutions for AI and machine learning applications [1][2] - OSS emphasizes its long-term partnership with NVIDIA and the importance of the GTC Paris event for demonstrating its specialized AI computing solutions [2] - The conference will feature discussions on various AI applications, including generative AI and robotics, attracting developers and business leaders [3] Company Overview - OSS is a leader in AI-enabled solutions designed for edge environments, providing enterprise-class compute and storage products that perform in challenging conditions [4] - The company's product offerings include ruggedized servers, compute accelerators, and storage solutions, utilized across industries such as autonomous trucking, defense, and aerospace [5][6] - OSS addresses the entire AI workflow, from data acquisition to deep learning and inference, positioning itself in the rapidly growing edge computing market [6] Event Details - The NVIDIA GTC Paris Conference is organized in partnership with VivaTech 2025, focusing on real-world applications of AI and accelerated computing [3] - OSS will have a presence at Booth E07, with representatives from its European subsidiary, Bressner, also exhibiting at the conference [2]

While many investors chase fleeting market trends, dividend growth investing offers something far more valuable. Namely, compounding wealth through businesses that pay you to own them. Moreover, elite dividend growth stocks, defined as those with five-year dividend growth rates above 6% and payout ratios under 75%, have a stellar record of delivering superior returns to the benchmark S&P 500.This outperformance reveals a deeper truth about exceptional businesses. Companies that consistently grow dividends f ...

VANCOUVER, British Columbia, May 15, 2025 (GLOBE NEWSWIRE) -- ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) ("ZenaTech"), a technology company specializing in AI (Artificial Intelligence) drone, Drone as a Service (DaaS), enterprise SaaS and Quantum Computing solutions, announces financial results for the first quarter 2025. First Quarter 2025 Highlights: "The first quarter of 2025 was a very strong and encouraging start to the year as revenue nearly doubled, up 92% primarily due to acquisitions and ...

First quarter revenue of $1.015 billion, up 3% year-over-year and up 4% when adjusted for foreign exchange*Security and cloud computing revenue represented 69% of total revenue in the first quarter and combined grew 10% year-over-year and 11% when adjusted for foreign exchange*GAAP net income per diluted share of $0.82, down 26% year-over-year and down 23% when adjusted for foreign exchange*, and non-GAAP net income per diluted share* of $1.70, up 4% year-over-year and up 6% when adjusted for foreign exchan ...