Summary of Planet Labs (PL) Update / Briefing July 01, 2025 Company Overview - **Company**: Planet Labs (PL) - **Industry**: Geospatial services and satellite imaging Key Points Industry Dynamics - The global geopolitical landscape is increasing demand for sovereign access to geospatial services, with governments recognizing the importance of timely and comprehensive earth data for security and strategic decision-making [4][19] - There is a growing need for advanced analytics to support peace and security efforts globally [4][19] Contract Wins and Partnerships - Planet Labs announced a significant contract with the German government valued at EUR 240 million, aimed at enhancing European peace and security through dedicated satellite services [5][17] - This contract includes access to PlanetScope and high-resolution data, along with AI-enabled solutions for improved situational awareness [5][6] - The company has secured four major awards since the last earnings call, including expansions with the U.S. Department of Defense and the U.S. Navy [11][12] - Planet's partnerships with Japan and Germany highlight its long-standing relationships and trust built over more than ten years [6][33] Product Offerings - Planet's solutions include Maritime Domain Awareness (MDA) and Global Monitoring Service (GMS), which provide critical intelligence and situational awareness for defense and intelligence customers [13][15] - MDA is rapidly adopted for its ability to monitor vast ocean areas daily, while GMS offers comprehensive insights into strategic locations worldwide [13][15] AI Integration - The integration of AI with Planet's daily scan capabilities is transforming the analysis of geospatial data, enabling proactive vigilance and anomaly detection at an unprecedented scale [12][37] - AI is expected to democratize access to geospatial capabilities, enhancing the value derived from satellite data [38][39] Financial Outlook - All five contracts discussed are expected to generate annual contract values in the eight figures, with two contracts reaching nine-figure scales [17][18] - The company is focused on delivering exceptional value and systematically expanding its market presence [17][18] Manufacturing and Capacity - Planet Labs is building satellites in-house, leveraging its expertise in scaling satellite production to meet customer demands [21][22] - The company has launched over 600 satellites to date, positioning itself uniquely to fulfill large-scale contracts [22][33] Future Growth and Strategy - Planet aims to expand its footprint with existing customers while exploring new opportunities with other government clients [34][35] - The company is well-positioned to support European countries as they enhance their defense capabilities in response to geopolitical pressures [32][33] Collaboration and Innovation - Planet is collaborating with Anthropic to fine-tune AI models using satellite data, enhancing the accuracy and scalability of satellite image analysis [46][49] - The partnership aims to protect proprietary image archives while leveraging AI to unlock new capabilities [49][50] Conclusion - Planet Labs is strategically positioned to meet the increasing demand for geospatial services amid a changing geopolitical landscape, with a strong focus on AI integration and expanding its customer base [52][53]

纵观人形机器人的组成和底层技术，ADI中国区工业市场总监蔡振宇认为，从某种程度看，人形机 器人其实非常类似站起来的汽车。 如果您希望可以时常见面，欢迎标星收藏哦~ "人形机器人需要有感知系统去感知周围的环境状况，需要高算力芯片去计算和判断，也需要执行 器去执行相关命令。此外，人形机器人还需要减轻自身的重量，做好电源的管理以达到更长的续 航，这无一不与当前的智能汽车高度相似。"蔡振宇表示。他指出，如果要从人形机器人中找到一 些和汽车的不同点，除了形态和对器件的可靠性要求外，还有就是在执行上的不同。 在宇树机器人在今年的春节晚会上表演了一段"扭秧歌"之后，低调发展多年的人形机器人彻底火 了。 我们知道，汽车执行的操作可以总结为三个：加速、减速和转向。而对于人形机器人，除了需要具 备上述功能以外，还要考虑到"手"的问题。作为人类功能最强大的部位，拥有五个手指的手除了能 灵活抓取不同的物品外。针对不同的物品，手还能通过使用不同的力度，以保证所抓取的物品完好 无损。 其实机器人并不是什么新鲜事物，过去多年里也已经有形形式式的产品出现在工厂、酒店、公共服 务场所甚至个人家庭中。不过，和过往的大多数机器人不一样，这次引爆讨 ...

Embecta (EMBC) 2025 Conference June 05, 2025 04:55 PM ET Speaker0 All right. Good afternoon, everyone. My name is Mike Sarcone. I'm an analyst on the US medical supplies and devices team here. And this is the last session for Jefferies twenty twenty five New York Healthcare Conference and this is a fireside chat with MBECTA. And from the company we've got Jake Elgouy, CFO and we're also joined here by Pravesh Kandawal who heads the IR function. So gentlemen, thank you both for being with us today. Speaker1 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 因为智能汽车的崛起，过去几年Serdes芯片市场关注度飞升。 根据盖世汽车研究院经分析预测，至2023年全球车载SerDes芯片市场规模就将达到数十亿美元， 未来十年，这一市场将朝着百亿美元规模高速发展。这其中，基于中国智能驾驶发展现况及潜力， 有望占四成。 然而在这巨大的机遇背后，SerDes芯片存在一些固有的格局。例如迄今，这个市场主要是由ADI 和TI两家模拟芯片供应商把持，他们分别利用GMSL和FPD-Link的先发优势统领了市场。由于这 两家厂商的协议都是私有的，这就让其他想插足这个市场的厂商各出奇招。 但随着GMSL官宣开源以后，SerDes市场一夜生变。 SerDes，双王争霸 如上所述，SerDes是一个双王争霸的市场。当中，FPD-Link（Flat Panel Display Link）是由美 国国家半导体公司（现隶属于德州仪器）于 1996 年创建的原始高速数字视频接口。FPD-Link 是 低压差分信号(LVDS) 标准的首个大规模应用。美国国家半导体公司立即为 FPD-Link 技术提供了 互 操 作 性 规 范 ， 以 推 广 其 作 为 ...

Financial Data and Key Metrics Changes - The company experienced a significant revenue decline of over 30% from peak to trough, yet managed to maintain operating margins above 40% during this period, demonstrating resilience in its business model [21][23][27] - Gross margins were reported in the high sixties, with expectations to improve as the company moves into future years [13][16][27] Business Line Data and Key Metrics Changes - The industrial business, which constituted 53% of overall business in 2023, saw a decline to 44%, impacting overall margins [23] - The consumer business has shown strong growth, increasing by 30% over three consecutive quarters, contributing to an expected $500 million in incremental revenue for 2025 [42][43] Market Data and Key Metrics Changes - China revenue is approximately 20% of total revenue, with a noted recovery in demand across various end markets, particularly in automotive [74][78] - The company reported strong demand signals with book-to-bill ratios above one in nearly all geographies and end markets, indicating a positive outlook [81] Company Strategy and Development Direction - The company is focusing on high-value applications and has a hybrid manufacturing strategy that allows flexibility in production, which has been crucial during downturns [3][7][18] - There is a strong emphasis on innovation and maintaining a competitive edge through R&D investment, which is currently around 17% of revenue [100][102] Management's Comments on Operating Environment and Future Outlook - Management expressed increased confidence in achieving growth targets for 2025, driven by a recovery in industrial markets and strong performance in automotive and consumer sectors [47][51] - The company is closely monitoring macroeconomic factors, including potential demand disruptions due to tariffs, but has not yet seen significant impacts [68][70] Other Important Information - The company has diversified its manufacturing footprint globally, with significant operations in the US, Ireland, and Asia, which is critical for navigating geopolitical shifts [73][75] - The company is actively investing in AI capabilities, both for internal processes and product development, to enhance its competitive position [104] Q&A Session Summary Question: What are the drivers behind the company's growth targets? - The company expects growth from stable pricing, revenue synergies from acquisitions, and participation in industry tailwinds such as automation and electrification [36][37][38] Question: How does the company view the competitive environment in China? - The company acknowledges the competitive pressures in China but believes its focus on high-performance products and system value provides a buffer against pricing pressures [82][84] Question: What is the company's strategy regarding manufacturing capacity in the US? - Currently, the company does not plan to build additional fab capacity in the near term, feeling confident in its existing manufacturing footprint [95][96]

Silicon Laboratories, Inc. SLAB shares are trading relatively flat on Wednesday.On Tuesday, the company reported first-quarter results, with revenues of $178 million, beating the Street View. Industrial & Commercial revenue for the quarter was $96 million, up 47% year-over-year, while Home & Life revenue for the quarter was $82 million, up 99%.Here are the key analysts’ takeaways from the earnings:Benchmark analyst Cody Acree reiterated the Buy rating on the stock, with a price forecast of $160.Needham anal ...

作 者丨倪雨晴 编 辑丨骆一帆 图 源丨新华社 这几天，科技圈围绕着安卓"开源还是闭源"争论不休。 导 火 索 是 有 媒 体 报 道 称 ， 安 卓 操 作 系 统 的 开 发 将 闭 门 进 行 ， 即 AOSP(An d r o i d Op e n So u r c e Pr o j e c t，安卓开源项目）今后将在谷歌内部运作，代码开发的过程不再公开，但是开发好新 的安卓版本还是会把源代码发布到AOSP。 于是，这则消息被解读为"谷歌终止开源安卓" "谷歌将安卓闭源"，这影响面可太大了。要知 道，谷歌不仅占据手机操作系统7 4%的市场，还广泛应用于平板、电视、手表、汽车、冰箱、 音箱等等，几乎制霸了你使用的各类智能终端设备。 所以如果安卓闭源，生态之巨变可想而知。那么，是开还是闭？先说两点结论， 首先，目前 安卓并没有闭源，源代码会继续公布，但是同时，安卓开源的程度在收缩，"开源度"在下降 。 谷 歌 所 谓 的 开 源 生 态 正 变 得 越 来 越 封 闭 ， 一 位 资 深 软 件 技 术 专 家 向 2 1 世 纪 经 济 报 道 记 者 指 出，安卓不闭源，但又向"假开源真垄断"跨了一步 ...

以下文章来源于爱范儿 ，作者发现明日产品的 Google对Android的维护分为两条路径：公开的AOSP分支面向全球开发者开放，包含纯净的开源代码，不涉及任何Google专有服 务。任何厂商或个人均可基于此分支开发系统。而内部闭源分支仅供签署了GMS（Google Mobile Services）协议的厂商使用。 具体来说，Google将不再维护目前AOSP的公开分支，逐渐关闭相关的的支持性资源，并可能停止更新有法定开源义务（GPL等 协议的代码）外的组件的源代码。 Google已经决定停止Android开源项目 （AOSP）。 来源｜ 爱范儿（ID：ifanr） 封面来源 ｜ Pixabay 爱范儿 . AOSP（Android Open Source Project）是Google主导的开源项目，为所有Android设备操作系统提供基础框架和核心组件。它相当 于一个「毛坯房」，开发者可自由下载、修改和分发其代码，并基于此构建定制化系统，包括Xiaomi HyperOS、vivo OriginOS、 OPPO的ColorOS、甚至Pixel手机的Android系统，都是基于AOSP构建的。 关注明日产品的 ...

以下文章来源于AGI接口 ，作者丸都山 AGI接口 . AI卷起的财富风暴。 一时间，关于"谷歌将要闭源AOSP"的猜测甚嚣尘上。 对此，谷歌于3月27日回复称，从下周开始，所有安卓系统的开发工作将集中于谷歌内部代码库中 进行。对代码的修改将不再实时公开，而是仅在谷歌发布包含这些修改的新版本分支时统一对外 发布。 谷歌的回复没能打消外界的怀疑，毕竟这家公司近几年在大方向上就是逐渐从开放走向封闭。 出品 | 虎嗅科技组 作者 | 丸都山 编辑 | 苗正卿 头图 | 视觉中国 近日，据外媒Android Authrotiy报道，谷歌决定不再维护现有的AOSP（安卓开源项目）公开分 支，逐渐关闭相关支持资源，并可能停止更新法定开源义务外的组件源代码。 但这并不代表谷歌会放弃AOSP，因为这么做实在不符合商业逻辑。 扔掉包袱 先来说说什么是"AOSP公开分支"。 谷歌最早做AOSP项目时，其目的是借助厂商与开发者对开源的贡献，完善Andriod在移动终端上 的体验，以对抗彼时刚刚崛起的iOS系统。 01 所以我们可以看到在手机行业早期，有着大量基于AOSP魔改的第三方UI/OS，他们并没有给谷歌 交过一分钱，谷歌也拿 ...

以下文章来源于爱范儿 ，作者发现明日产品的 爱范儿 . 关注明日产品的数字潮牌 见闻君注： 文章比较长，见闻君为大家做了一个精略摘要： 1、发生了什么？ Google 将不再维护目前 AOSP（Android Open Source Project） 的公开分支，从下周开始，所有的 Android 开发工作将仅在 Google 的内部分支进行。在一段时间后，外部分支可能将不再公开甚至彻底关闭。 从今往后，只有 Google 内部的员工能够访问 AOSP 的内部分支，或是提交代码。Android 的开发过程将不再透明。 2、有哪些影响？ 1）主流手机品牌和它们的用户不需要担心。 包括小米、vivo、OPPO、三星等在内的当今绝大多数 Android 手机品牌，早和Google 都签订了协议，仍然可以得到和使用最新 Android 源代码，获得 Google GMS（Google Mobile Services） 认证，正常预装 Google Play、Gmail 等服务和应用。 2）非认证 Android 设备消费者可能受到影响 非认证 Android 设备五花八门，数以十亿甚至百亿计，比如基于 AOSP 开发 ...