As Bitcoin hits price discovery it's important to pay attention to the coins showing strength.Nansen 24-hour net inflows show that AI tokens continue to run hard as majors break:i) @virtuals_io : ACP + Decentralized Governance.Once again 7-figure net inflows and top of the leaderboard as ACP gathers momentum.The first phase of governance proposals passed highlighting an engaged veVIRTUAL holder base.Expect more to come as innovative teams launch agents to disrupt their respective industries, and bolster the ...

Key Takeaways EPS growth slips to 5% this year as the stock ramps to a 200X P/E. Large customers paying over $100K annually pushed above 3,500. Could the extreme valuation be anticipation of growth from Gen-AI video platforms?Cloudflare ((NET) is a $67 billion provider of global cloud services that comprise a suite of deeply integrated products, including website and application services solutions, developer-based solutions, other CDN (content delivery network) and consumer offerings.I want to share detai ...

NEW PORT RICHEY, Fla., June 30, 2025 (GLOBE NEWSWIRE) -- Zeo Energy Corp. (Nasdaq: ZEO) (“Zeo”, “Zeo Energy”, or the “Company”), a leading Florida-based provider of residential solar and energy efficiency solutions, today announced that it has joined the Russell Microcap® Index following the conclusion of the 2025 Russell US Indexes annual reconstitution, effective after the US market open on June 30. The annual Russell US Indexes reconstitution captures the 4,000 largest US stocks as of Wednesday, April 30 ...

《科创板日报》20日讯，据港交所披露，PPIO提交港交所上市申请，联席保荐人为工银国际、申万宏 源香港。招股书显示，PPIO是中国独立分布式云计算服务商，按计算节点数计算，运营着中国最大的 算力网络，截至2024年12月31日，PPIO 的算力网络覆盖全球1200多个县市，包含4000多个计算节点。 （记者 黄心怡） PPIO提交港交所上市申请 ...

Core Viewpoint - The China-Singapore Tianjin Eco-City is actively promoting distributed energy generation, achieving over 100 million kilowatt-hours of cumulative power generation, and aims to establish itself as a national green development demonstration zone by 2035 [1][3]. Group 1: Distributed Energy Development - The main forms of distributed energy include distributed photovoltaic power generation, distributed wind power generation, and distributed natural gas power generation, with photovoltaic being the most common [3]. - The Eco-City has implemented several distributed photovoltaic projects, including solar installations at a sewage treatment plant and an animation park, and hosts the first 100% green electricity vehicle factory in Tianjin [3]. Group 2: Economic Benefits and Integration - Companies installing photovoltaic equipment can achieve self-consumption of green electricity and gain economic benefits through green electricity trading and carbon asset exchange [3]. - Residents can generate electricity from solar energy and sell excess power back to the national grid after connecting to it [3]. Group 3: Grid Infrastructure and Support - To address the challenges posed by the volatility and intermittency of renewable energy, the State Grid Tianjin Binhai Power Supply Company is proactively enhancing the layout of power distribution facilities and optimizing the grid structure to improve the capacity for clean energy consumption [5]. - The company has simplified the grid connection procedures and launched a "Green Energy Link" one-stop approval service in collaboration with local government departments to ensure timely support for renewable energy projects [5].

Financial Data and Key Metrics Changes - Fiscal Q2 net sales increased by 17% to $18.9 million year over year, with gross profit margin at 31.5%, exceeding the target of 30% [6][21] - Operating profit was $106,000 compared to an operating loss of $415,000 in Q2 2024, and adjusted EBITDA was over $1.1 million with a 6% margin [6][22] - Consolidated net loss was $245,000 or $0.02 per diluted share, while non-GAAP net income was $701,000 or $0.07 per diluted share, a significant improvement from a net loss of $4.3 million or $0.41 per diluted share in the prior year [22] Business Line Data and Key Metrics Changes - The company is diversifying its product offerings, with growth in wireless, aerospace, public safety, and industrial sectors [7][8] - Custom cabling projects from aerospace clients have led to repeat business, enhancing credibility in precision-demanding industries [9] - Direct air cooling (DAC) systems are gaining traction, with innovations aimed at reducing energy consumption and costs compared to traditional HVAC systems [10][11] Market Data and Key Metrics Changes - The company has over 100 opportunities in its sales pipeline for wireless DAS build-outs in stadiums and venues, indicating a recovery in this market post-COVID [12][13] - The DAC systems are expanding into wireline telecom, edge data centers, and energy applications, driven by AI demand for data centers [11][12] - The backlog increased from $15 million to $18.4 million, reflecting strong demand across various product lines [6][25] Company Strategy and Development Direction - The company is transitioning from a product-focused model to an integrated solutions provider, enhancing its market diversity [7][18] - There is a focus on operational efficiency, cost management, and leveraging prior acquisitions to create new opportunities [14][19] - The company is actively working to diversify its supply chain to mitigate tariff impacts, with most production domestically sourced [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the second half of fiscal 2025, despite uncertainties related to tariffs and supply chain impacts [15][17] - The company anticipates Q3 sales to be in line with Q2, representing a significant increase over the previous year's Q3 sales of $16.8 million [20] - Management highlighted a strong team and platform for growth, with a focus on penetrating new markets and increasing customer engagement [20][18] Other Important Information - The company is managing its working capital effectively, with cash and cash equivalents at $3.6 million and a current ratio of approximately 1.6:1 [23] - Inventory levels decreased to $12.6 million from $14.7 million, reflecting improved procurement and supply chain processes [24] Q&A Session Summary Question: What is credited for the backlog growth? - The backlog growth is spread across several product areas, indicating a healthy mix of short and long-term opportunities [28][30] Question: Can you provide a revenue contribution breakdown for products like small cells and DAS systems? - The company does not disclose specific contributions but notes that small cells and DAS systems are significant growth areas, particularly in wireless applications [34][36] Question: What is the expected contribution timeline for DAS opportunities? - DAS opportunities are contributing continuously, with expectations for increased performance in the second half of the year [40][41] Question: What is the outlook for the wireless provider contributing 11% of revenue? - The company sees potential for growth with multiple customers contributing to sales, indicating a diverse customer base [44][46] Question: Can you elaborate on the credit facility and expected savings? - The company expects to finalize a new credit agreement in Q3, anticipating meaningful interest rate reductions [53][54] Question: How will the company achieve its 10% EBITDA target? - The company aims to improve product mix, reduce costs, and enhance operational efficiency to reach the EBITDA target [56][58] Question: What is the growth outlook for DAC and small cell products? - Both DAC and small cell products are expected to continue driving growth, supported by diverse customer bases and regional budgets [60][61]

NEW PORT RICHEY, Fla., June 16, 2025 (GLOBE NEWSWIRE) -- Zeo Energy Corp. (Nasdaq: ZEO) (“Zeo”, “Zeo Energy”, or the “Company”), a Florida-based provider of residential solar and energy efficiency solutions, today reported financial results for the first quarter ended March 31, 2025. Recent Operational Highlights Entered into a definitive agreement to acquire Heliogen, a provider of on-demand clean energy technology solutions, allowing the company to establish a division focused on long-duration energy gene ...

SHENZHEN, China, June 11, 2025 (GLOBE NEWSWIRE) -- Xunlei Limited (“Xunlei” or the “Company”) (Nasdaq: XNET), a leading technology company providing distributed cloud services in China, today announced that its investee company, Arashi Vision Inc. (“Arashi Vision”, also known as Insta360), has completed its initial public offering on the Shanghai Stock Exchange STAR Market under the stock ticker 688775 on June 11, 2025. As of the date of this press release, Xunlei holds approximately 7.8% the equity interes ...

Broadridge Financial Solutions Conference Summary Company Overview - Broadridge Financial Solutions is a leading provider of technology infrastructure in the financial services industry with a market cap of approximately $28 billion and annual fee revenue of $4.5 billion [3][4] - The company serves clients primarily in wealth management, asset management, capital markets, and corporate issuers, including 28 of the 29 globally systemic important banks [4] Core Business Segments - The Investor Communication Solutions (ICS) unit connects corporate issuers to investors through banks and advisors, facilitating a unique network [5] - The Global Technology Operations (GTO) business includes capital markets and wealth management services, providing front, middle, and back office systems [6][7] Growth Plans - Broadridge's growth strategy focuses on three areas: governance franchise, capital markets, and wealth management modernization [8][9] - The governance franchise aims to democratize and digitize governance, with mid-teens position growth in equities and mid-single digits in funds for FY25 [11][12] - Capital markets are being simplified and innovated, with a focus on AI and new technologies like Bond GPT [13][14] - Wealth management is being modernized through modular solutions, allowing firms to upgrade their back office capabilities [15] Financial Performance - Over the last decade, Broadridge has achieved 10% recurring revenue growth and 13% adjusted EPS growth, with dividends growing in line with earnings [16][17] - The company targets 5-8% organic revenue growth and 8-12% EPS growth over the next three years [17] Market Trends - The democratization of investing is driving position growth, with more investors entering the market and increasing the number of positions per investor [22][23] - Position growth has been in the high single digits over the last decade, with expectations for continued positive trends [25][26] Digital Transformation - Broadridge is actively investing in digital communications, with 85-90% of regulatory communications already suppressed digitally [32] - The customer communications business, valued at $700 million, is transitioning from 85% print to a growing digital segment [38][40] Revenue Streams - Recurring revenue is defined as revenue under contract for multiple years, while event-driven revenue is one-time or sporadic [46][47] - Distribution revenue, primarily from physical output, is expected to grow in the medium term but will likely dissipate in the long term as digital strategies are executed [50][51] Demand and Market Conditions - Demand for solutions related to cost efficiency remains strong, with clients seeking to reduce operational costs [55] - Market volatility has historically not negatively impacted position growth, with strong defensibility observed since 2007 [59][61] Competitive Landscape - Broadridge holds a significant share in the proxy business, with competitors like Proxy Trust and Mediant [66] - The company is exploring growth opportunities in the global proxy business as international investors increasingly buy US securities [66] Regulatory Environment - Current regulations, including potential digital asset disclosures and proxy reforms, are seen as opportunities for Broadridge [68][69] - The company has developed a disclosure solution for digital assets called Clarify [68] Capital Allocation Strategy - Broadridge prioritizes internal growth investments, dividends, tuck-in M&A opportunities, and share buybacks while maintaining an investment-grade credit rating [75][76]

Summary of F5 (FFIV) 2025 Conference Call Company Overview - **Company**: F5 (FFIV) - **Date**: June 04, 2025 - **Focus**: Discussion on F5's outlook, growth, and business model migration from hardware to software solutions Key Points Industry and Market Dynamics - F5 operates in a competitive landscape with a significant shift towards software solutions, moving away from traditional hardware appliances [2][3] - The company is experiencing strong growth in system sales, with a notable increase of 2718% in the last two quarters, attributed to customer refresh activities [15][16] Revenue Guidance and Growth Drivers - Initial revenue growth guidance for fiscal 2025 was 4% to 5%, later raised to 6% to 7% due to strong Q1 performance [6][7] - Q2 revenue guidance was updated to 6.5% to 7.5%, driven by strong system sales, while software business remained flat [7][8] - The software growth rate was revised from upper single digits to double digits for the year, reflecting strong renewal rates and expansion into new use cases [8][9] Customer Behavior and Spending - Customers are cautious about spending due to macroeconomic uncertainties, including potential impacts from tariffs [12][13] - F5's exposure to tariffs is minimal, allowing the company to absorb cost impacts through efficiency initiatives [14] - There is a shift in customer attitudes towards application deployment, with a preference for hybrid and multi-cloud environments [24][26] Competitive Landscape - F5 competes primarily with Citrix in the hardware space, with strong competitive displacements noted [31] - The company faces competition from point solution security vendors and public cloud providers, but maintains a unique position by supporting multiple deployment models [49][50] Software Offerings and Technology Synergy - F5's software offerings include BIG IP and NGINX, catering to both traditional and modern workloads [40][43] - There is a focus on creating a consistent experience across different environments, leveraging AI and centralized management [48] Future Growth Opportunities - F5 aims to enhance growth through expansion rates across its portfolio and innovations in AI for application delivery and security [56][57] - The company is optimistic about the long-term prospects for hardware sales, driven by data center modernization and AI-related growth [34][35] Renewal and Expansion Dynamics - The largest component of F5's renewal cycle involves flexible consumption agreements, allowing customers to adjust their contracts based on actual consumption [62][63] - Expansion during renewals is often driven by increased application growth and the introduction of new F5 solutions [65][66] Risks and Challenges - Uncertainty in macroeconomic conditions and customer environments can lead to pauses in deployments, impacting growth [59][60] - The company is focused on providing flexibility and agility in its offerings to help customers navigate uncertainties [61] Conclusion F5 is positioned well in the market with strong growth in system sales and a strategic shift towards software solutions. The company is navigating macroeconomic uncertainties while capitalizing on customer refresh activities and expanding its software offerings. The focus on hybrid and multi-cloud environments presents significant opportunities for future growth.