Key Takeaways OPRX Q1 revenues rose 11% YoY to $21.9M with $1.5M adjusted EBITDA and raised FY25 guidance. OPRX's DAAP and subscription model drive margin gains, with 80% of FY25 revenues under contract. OPRX cut OpEx by $5M and targets Rule of 40 status, but gross margin dipped on managed services mix.OptimizeRx (OPRX) is making a bold shift toward AI-driven, workflow-integrated solutions, signaling a strategic evolution that could redefine its role in digital pharma communications. On its first-quarter ...

Top U.S. mortgage lender, featured in American Banker article, leverages Bandwidth's platform for dramatic efficiency gains, enhanced customer experience and improved complianceRALEIGH, N.C., July 9, 2025 /PRNewswire/ -- Bandwidth Inc. (NASDAQ: BAND), a leading global enterprise cloud communications company, today unveiled a customer success story with Pennymac, a premier U.S. mortgage lender and servicer trusted by millions. By migrating to Bandwidth's cloud communication platform, Pennymac has realized mo ...

Key Takeaways INOD secured $8M in new deals from four Big Tech clients in the reported quarter. New GenAI tools, including a test platform built on NVIDIA tech, are driving enterprise demand for INOD. DDS now contributes over 87% of total revenue, highlighting its central role in INOD's business.Innodata (INOD) is benefiting from the increasing demand for generative AI, fueling growth in its Digital Data Solutions (DDS) segment. DDS revenues reached $50.8 million in the first quarter of 2025, accounting f ...

Industry Overview - The AI infrastructure space is experiencing significant growth, with fears related to DeepSeek being overblown. Confidence among market participants has increased due to potential trade deals, expected rate cuts by the Fed, and reduced recession worries in the U.S. economy [1] - The AI sector is supported by a bullish demand scenario, with major companies planning to invest $325 billion in AI infrastructure by 2025, representing a 46% year-over-year increase in capital spending [4] Investment Recommendations - Five mid-cap AI infrastructure stocks are recommended for investment, having outperformed the S&P 500 in the past three months and offering deep discounted value for long-term growth. The stocks include UiPath Inc. (PATH), Five9 Inc. (FIVN), C3.ai Inc. (AI), Qualys Inc. (QLYS), and Fastly Inc. (FSLY) [2][3] Company Insights UiPath Inc. (PATH) - UiPath provides an end-to-end automation platform with a focus on robotic process automation solutions. The company has introduced new generative AI features to enhance its automation capabilities [8][10] - Expected revenue and earnings growth rates for UiPath are 8.5% and 5.7%, respectively, for the current year, with a P/E ratio of 23.9X compared to the industry average of 29.7X [11] Five9 Inc. (FIVN) - Five9 offers intelligent cloud software for contact centers, benefiting from the growing adoption of AI tools. The company recently launched its Intelligent CX Platform powered by Five9 Genius AI [12][14] - Expected revenue and earnings growth rates for Five9 are 9.6% and 11.7%, respectively, for the current year, with a P/E ratio of 10.1X compared to the industry average of 29.7X [15] C3.ai Inc. (AI) - C3.ai specializes in enterprise AI applications and aims to deepen its alignment with major cloud providers and government institutions. The company focuses on deploying actionable AI solutions [16][17] - Expected revenue and earnings growth rates for C3.ai are 20.1% and 9.8%, respectively, for the current year, but it has yet to generate profit, with an industry P/E of 20.2X [18] Qualys Inc. (QLYS) - Qualys is experiencing increased demand for cloud-based cybersecurity solutions, supported by strategic acquisitions that enhance its threat detection capabilities [19][21] - Expected revenue and earnings growth rates for Qualys are 7.3% and 0.7%, respectively, for the current year, with a P/E ratio of 8.8X compared to the industry average of 11.6X [22] Fastly Inc. (FSLY) - Fastly provides infrastructure software for cloud computing and has introduced the Fastly AI Accelerator to optimize generative AI applications [23][24] - Expected revenue and earnings growth rates for Fastly are 8.6% and 25%, respectively, for 2025, but it has yet to generate profit, with an industry P/E of 29.7X [25]

Core Insights - Trust Stamp has announced a partnership with Neural Payments to combat rising fraud in the peer-to-peer (P2P) payments sector [1][3] - The global P2P payment market is projected to grow from approximately $3.63 trillion in 2023 to about $16.21 trillion by 2034, with a compound annual growth rate of 18.1% from 2025 to 2034 [3] - Approximately 8% of banking customers have reported being victims of P2P scams in the last year, highlighting the urgent need for enhanced security measures [4] Company Overview - Trust Stamp operates a low-code orchestration platform that facilitates robust know-your-customer (KYC) processes for banks [8] - The partnership with Neural Payments aims to provide community banks with the tools necessary to offer secure P2P payment services [7][8] Industry Context - Community banks, which represent about 90% of all banks in the U.S. with nearly 4,500 institutions, are increasingly looking to offer P2P payment services to compete with larger financial institutions and fintech companies [6] - The Independent Community Bankers of America (ICBA) supports community banks through advocacy, education, and innovation, and both Trust Stamp and Neural Payments are graduates of the ICBA ThinkTECH accelerator [6][7] Technology and Security - The KYC process involves customers enrolling using their face and a government-issued photo ID, which is transformed into an irreversibly transformed identity token (IT2) for future comparisons [8] - Customers can approve payments by taking a selfie, which generates a new IT2 that is compared to the original, providing a more secure and user-friendly experience than traditional methods like one-time passcodes [9]

Key Takeaways OPRX Q1 revenues rose 11% to $21.9M, with $3.9M cash flow and raised FY25 guidance. OPRX's contracted revenues grew 25% YoY, now over $70M and 80% of FY25 guidance midpoint. Shift to subscription model is underway, aiding OPRX's margin outlook and revenue stability.OptimizeRx (OPRX) , a digital health platform that connects pharmaceutical companies with healthcare providers and patients, delivered a strong start to fiscal 2025 with first-quarter results that surpassed Wall Street expectation ...

Quadient recognized for the quality of its financial communication at the 2025 Transparency Awards Quadient (Euronext Paris: QDT), a global automation platform powering secure and sustainable business connections, was honored at the 16th edition of the Transparency Awards, receiving the Transparency Prize in the “Outside SBF 120” category. Organized by Labrador, a leading authority in regulated information, the Transparency Awards are based on a thorough analysis of three public sources: the Universal Regis ...

Core Insights - Ouster, Inc. (OUST) shares have increased by 77.1% year to date, outperforming its industry, sector, and the S&P 500 composite [1][9] - The company is positioned to benefit from the growing adoption of LiDAR technology across various sectors, targeting a total addressable market projected to reach $19 billion by 2030 [2][11][13] Company Overview - Ouster specializes in digital LiDAR solutions combined with AI software, claiming to offer some of the highest-performing and lowest-cost solutions available [2] - The company aims to transition from a hardware-centric model to software-enabled solutions, focusing on recurring revenues [13] Financial Performance - OUST has achieved nine consecutive quarters of revenue growth and maintains a strong balance sheet with $171 million in cash and no debt [9][16] - The company targets annual revenue growth of 30-50% and gross margins of 35-40% [9][14] Market Position - OUST's recent merger with Velodyne has strengthened its digital LiDAR portfolio and expanded its customer base, aiming for over $75 million in annual cost synergies [12] - The company is also focusing on scaling its software-attached offerings and revamping its product lineup [11] Analyst Sentiment - The Zacks Consensus Estimate for OUST's earnings has seen upward revisions, indicating positive analyst sentiment [17] - The consensus estimates suggest significant revenue growth for 2025 and 2026, with earnings per share expected to increase by 16.4% and 24.1%, respectively [19] Competitive Landscape - OUST's performance contrasts with competitors like Aeva Technologies (AEVA), which has seen a 503.4% increase in shares year to date, and Luminar Technologies (LAZR), which has experienced a 48.7% decline [5][10] - OUST is competing in a rapidly evolving market with increasing demand for LiDAR technology across automotive, industrial, and smart infrastructure sectors [11][20]

Key Takeaways Hologic's Molecular Diagnostics grew 7.8% in Q2 despite pressure from lost HIV testing revenues. Excluding USAID cuts, molecular sales would have seen low double-digit growth, per HOLX management. HOLX's molecular growth is fueled by innovation, including high-throughput vaginitis assays.Hologic’s (HOLX) Molecular Diagnostics business posted a 7.8% (excluding COVID-19-related sales) growth in the second quarter of fiscal 2025, although results did not reflect its full potential.The performan ...

With parents and students shifting their demand toward career-focused and tech-based alternatives, LRN's motivation for expanding its focus on career learning and adult certification programs is increasing. Undoubtedly, the company's focal shift is paying off, offering it revenue visibility and profitability prospects in the upcoming period. The robust market trends alongside its diversified career-focused programs resulted in a 33.7% year-over-year enrollment growth in Stride's Career Learning segment duri ...