Core Insights - Dutch technology investor Prosus reported a 99% surge in its adjusted core profit, indicating robust growth in its financial performance [1] Financial Performance - The significant increase in adjusted core profit was driven by strong performances across its digital services and e-commerce portfolio [1]

Core Points - VEON Ltd. has appointed Sebastian Rice as General Counsel, effective January 1, 2026, succeeding Vitaly Shmakov, who will become Chief Investment Officer [1][4] - Anand Ramachandran will continue as Chief Corporate Development Officer with expanded responsibilities in investor relations and value creation, also effective January 1, 2026 [2][4] - Sebastian Rice brings 24 years of experience from Akin Gump Strauss Hauer & Feld LLP, where he held significant leadership roles [2][3] - The leadership changes are part of VEON's strategy to enhance its digital operator transformation and drive growth in frontier markets [4] Company Overview - VEON is a digital operator serving over 150 million connectivity customers and approximately 120 million monthly active digital users [5] - The company operates in five countries, representing more than 6% of the global population, and is headquartered in Dubai [5] - VEON is listed on Nasdaq and aims to empower individuals and drive economic growth through technology-driven services [5]

Core Viewpoint - Halliburton Company is experiencing a shift in analyst expectations, with a decrease in the consensus price target, yet it shows positive financial performance indicators in recent quarters [2][3][6] Financial Performance - In Q3 2025, Halliburton reported a net income of $18 million, or $0.02 per diluted share, with adjusted net income rising to $496 million, or $0.58 per diluted share, an improvement from Q2's $472 million, or $0.55 per diluted share [3][6] - Total revenue for Q3 reached $5.6 billion, indicating strong operational performance [4] Analyst Opinions - The consensus price target for Halliburton has decreased by $3.00 over the past year, from $24.5 to $21.5, reflecting a more conservative outlook from analysts [2][6] - Analyst Charles Minervino from Susquehanna has set a more optimistic price target of $48 for Halliburton, suggesting potential for growth despite the general caution among other analysts [4][6] Upcoming Events - Halliburton is scheduled to host a conference call on October 21, 2025, to discuss its third-quarter financial results, which may provide further insights into the company's performance and future prospects [5]

Core Insights - The EU Data Act, effective from January 11, 2024, aims to reshape the EU's data economy and impact foreign companies operating in the region [1] - The legislation emphasizes fairness, innovation, and accessibility in real-time data usage, presenting both opportunities and challenges for businesses [2] Business Implications - Businesses now have the legal right to access, control, and share data generated by their usage, fundamentally changing data management practices [3] - Organizations providing connected devices must revise contracts to ensure transparency and follow the "access by design" model for data accessibility [4] - Companies must specify the types of data collected by connected devices, including usage, location, and interactions, along with security measures and retention policies [5] Compliance and Strategy - The Act is designed to adapt to the rapid evolution of data-driven technologies, with compliance and fairness being essential for building trust [6] - Businesses should assess their position in the data ecosystem, focusing on data flows, agreements, and processes for sharing data with authorized parties [7]

Group 1 - Globe Telecom, Inc. has closed a term loan facility of P5 billion with Bank of Commerce to support capital expenditures and debt refinancing [1] - The loan will be utilized for capital expenditures (CAPEX), debt refinancing, and other general corporate requirements [1] - Globe's capex guidance for the full year 2025 is below $1 billion, indicating ongoing investments to enhance its network and meet the demand for digital services [2]

Core Insights - Sify Digital Services Limited has appointed Mr. Som Satsangi as an Independent Director on its Board, bringing extensive experience from his previous role at Hewlett Packard, India [1][2] Company Overview - Sify Digital Services is a subsidiary of Sify Technologies Limited, focusing on IT and digital solutions, with a strong emphasis on cloud services to meet the evolving ICT needs of businesses [5][6] - The company operates state-of-the-art Data Centers and has the largest MPLS network in India, catering to a diverse clientele including start-ups, SMEs, and large enterprises [6][7] Leadership and Expertise - Mr. Som Satsangi has over 40 years of experience in the technology sector and has been instrumental in expanding HPE's presence in India, emphasizing customer success and innovation [2][3] - His leadership roles in various industry forums, including AMCHAM and the World Economic Forum, highlight his influence in shaping technology policies and initiatives [3] Strategic Vision - The Chairman of Sify, Mr. Raju Vegesna, expressed confidence that Mr. Satsangi's insights into the technology landscape will enhance Sify's IT service capabilities [4] - Mr. Satsangi aims to leverage his experience to support Sify's Board and Senior Management in driving digital transformation and leadership development [4]

Core Viewpoint - Telus International reported quarterly earnings of $0.06 per share, exceeding the Zacks Consensus Estimate of $0.05 per share, but down from $0.16 per share a year ago, indicating a 20% earnings surprise [1][2] Financial Performance - The company achieved revenues of $699 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.93%, compared to $652 million in the same quarter last year [2] - Over the last four quarters, Telus International has exceeded consensus EPS estimates two times and topped revenue estimates four times [2] Stock Performance - Telus International shares have declined approximately 3.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.8% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.09 for the upcoming quarter and $0.32 for the current fiscal year, with revenues projected at $675.26 million and $2.71 billion respectively [7] - The Zacks Rank for Telus International is currently 4 (Sell), indicating expectations of underperformance in the near future [6] Industry Context - The Internet - Software industry, to which Telus International belongs, is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable environment for stocks in this sector [8]

Core Viewpoint - Schlumberger is a leading company in the oilfield services industry, offering a diverse range of services including well construction, reservoir performance, digital services, and well management. The company has experienced a decline in oil prices and stock value in recent months, which may present strategic buying opportunities for investors [1]. Group 1: Company Overview - Schlumberger (NYSE: SLB) is recognized as a world leader in the oilfield services sector [1]. - The company provides a wide array of services that cater to various aspects of oilfield operations [1]. Group 2: Market Performance - Recent trends indicate that both oil prices and Schlumberger's stock have drifted lower in recent months [1]. - The company has recently reported its earnings, which could influence investor sentiment and market positioning [1].

Core Insights - The company reported revenues of INR 10,723 million, reflecting a 14% increase year-over-year, and EBITDA of INR 2,111 million, an 18% increase compared to the same quarter last year [8][12] - The company experienced a loss for the period amounting to INR 389 million, with a loss before tax of INR 322 million [8][12] - The management emphasized India's potential in IT transformation and digital infrastructure, highlighting significant investments in technology and cloud adoption [4][5] Financial Performance - Revenue for the quarter was INR 10,723 million, up from INR 9,421 million in the same quarter last year [12] - EBITDA increased to INR 2,111 million from INR 1,784 million year-over-year [12] - The company incurred a loss after tax of INR 389 million, compared to a loss of INR 52 million in the same quarter last year [12][16] Business Highlights - The revenue split for the quarter was 41% from Network Services, 37% from Data Center Services, and 22% from Digital Services [11] - The company commissioned 8.6 MW of additional Data Center capacity during the quarter [11] - Sify has expanded its service network to 1,159 fibre nodes, a 10% increase from the same quarter last year [11] Management Commentary - The Chairman noted that India is poised to lead in digital transformation, driven by government initiatives and a vibrant innovation ecosystem [4][5] - The Group CFO reiterated the commitment to cost efficiency and fiscal discipline while navigating a complex business environment [6][7] Customer Engagements - Notable new contracts included services for a global IT leader, a large private bank, and various multinational companies across sectors such as healthcare, logistics, and financial services [10][11]

Financial Performance (FY 2024) - Alma Media's revenue reached 313 million EUR, with 84% from digital business[2] - Adjusted operating profit was 77 million EUR, representing a 25% margin[2] - Return on Equity (ROE) was 23%, and Return on Investment (ROI) was 15%[2] - The equity ratio stood at 49%, and a dividend of 0.46 EUR per share was distributed[2] Financial Performance (Q2 2025) - Revenue grew by 4.5% to 83.7 million EUR[9] - Adjusted operating profit increased by 8.9% to 21.1 million EUR, with a margin of 25.2%[9] - Digital business accounted for 86.2% of total revenue[10] Strategic Transformation - Alma Media is undergoing a digital transformation, with digital revenue reaching 85% of the total[19, 21] - The company has invested over 200 million EUR in digital transformation and growth[15] - The company is actively divesting heavily print-based businesses or businesses with low profitability[17] Segment Performance (Q2 2025) - Alma Career's revenue was 27.0 million EUR, with an EBIT of 11.4 million EUR and an EBIT margin of 42.2%[96] - Alma Marketplaces' revenue was 29.2 million EUR, with an EBIT of 8.4 million EUR and an EBIT margin of 28.8%[96] - Alma News Media's revenue was 27.5 million EUR, with an EBIT of 4.6 million EUR and an EBIT margin of 16.8%[96]