Financial Highlights - Ondas expects to report approximately $6 million in revenue for Q2 2025, a 6-fold increase compared to Q2 2024[29] - The company estimates its backlog at $22.8 million, adjusted for the expected Q2 2025 revenue[29] - Ondas anticipates total revenue of $25 million for Ondas Holdings in 2025, with at least $20 million expected from OAS[29] - Convertible notes outstanding were reduced to $5.4 million at the end of Q2 2025[29] - The company's cash position is fortified with over $67 million as of Q2 2025[29] Market and Growth Strategy - NATO's commitment to increase defense spending to 5% of GDP by 2035 represents a significant shift, potentially leading to $1.2 trillion in annual defense outlays[40, 41] - The FY2025 bill allocates approximately $21.2 billion to programs relevant to Ondas' capabilities and services for governmental defense and security applications in the U.S[44] - The Optimus drone-in-a-box market is projected to reach $1.5 billion in 2025[118] - The counter-drone market, relevant to Iron Drone Raider, is projected to reach $3 billion in 2025[121] Future Outlook - OAS targets revenue of $40 million in 2026[176] - OAS aims to achieve positive EBITDA in the second half of 2026[174, 180] - OAS projects revenue between $140 million and $150 million and EBITDA between $40 million and $45 million by 2030[180]

TRAVERSE CITY, Mich., July 10, 2025 /PRNewswire/ -- Hagerty, Inc., (NYSE: HGTY) an automotive enthusiast brand and leading specialty vehicle insurance provider, has named Marc Burns as its new Senior Vice President of Brand and Marketing, effective July 14.In this newly created role, Burns' focus will lead the integration and elevation of Hagerty's brand experience across all member touchpoints.  He will be responsible for unifying brand and member engagement strategies, enhancing brand reputation, and deli ...

Core Insights - Motorlux will return on August 13, 2025, to kick off Monterey Car Week, blending car culture, luxury aviation, and elevated hospitality [1] - The event will feature three Michelin-starred chefs and tastings from over 40 acclaimed regional wines, enhancing the culinary experience [1] Event Highlights - The opening night will include a fashion-show-inspired event at the Broad Arrow Monterey Jet Center Auction, providing early access to a premier collector car sale [2] - Motorlux will showcase immersive automotive exhibits with curated food and drink pairings [2] - The auction will feature approximately 150 collector cars, with highlights including a 1962 Shelby 260 Cobra estimated at $1.5M to $2.0M and a 1991 Ferrari F40 estimated at $3.4M to $3.7M [3] Charitable Contributions - Motorlux supports the CHP 11-99 Foundation, aiding California Highway Patrol families in crisis, and benefits the Navy Postgraduate School Foundation [4] Company Background - Motorlux is organized by Hagerty, an automotive enthusiast brand focused on preserving car culture and providing specialty vehicle insurance, car valuation data, and auction services [5][6] - Hagerty operates in the U.S., Canada, and the U.K., serving a community of nearly 890,000 car enthusiasts [6][8] Special Exhibitions - The event will feature displays celebrating Porsche, Ford Mustang's 60th anniversary, a showcase of cars capable of reaching 200 mph, and a tribute to Mercedes-Benz designer Bruno Sacco [7]

作者：Hongyu 编辑：penny Listen Labs 由两位哈佛校友 Florian Juengermann 与 Alfred Wahlforss 在 2024 年底联合创立，并在 2025 年 4 月连获 Sequoia 领投的种子轮与 A 轮合计 2700 万美元融资，目标是打造一套能 自动招募受访者、主持上千场多语访谈、即时归档并复用洞察 的"AI 用户研究员"体系。 今年 2–5 月，Listen Labs 依次发布三项核心能力：1） AI Interviewer 可同时主持上千场语音/视频深访并动态追问；2） Insight Engine 把转录、情绪与行为 数据送入 GPT-4o 管线，几分钟生成主题聚类与可下载 PPT；3） Research Warehouse 将所有历史项目向量化存档，研究者可像 ChatGPT 一样对话检索并触 发"一键再访谈"。 在 AI 赋能用户研究的两条主线中，一条是传统无主持可用性测试借助 LLM 做摘要与打标签；另一条则是 Listen Labs 所聚焦的 全流程自动化深访 ——让 AI 主持人+ 用户访谈池（panel network）把"招募-访谈-分 ...

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Key Takeaways Globant launched an AI Commercial Insights Agent with Suntory to speed decisions in real time. The AI handles complex data queries, offers tailored recommendations and breaks down silos. Suntory aims to expand this AI use to brand planning, forecasting and innovation pipelines.Globant S.A. (GLOB) recently joined forces with Suntory Global Spirits, the global leader in premium spirits, to roll out a cutting-edge Commercial Insights Agent. This artificial intelligence (AI)-powered solution is ...

LONDON, July 8, 2025 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, announced today it will report its financial results for the second quarter 2025 before the market opens on Wednesday, July 30, 2025. The press release and earnings supplement, with accompanying financial information, will be available on the Clarivate investor website at https://ir.clarivate.com.The Company will host a conference call and webcast at 9:00 AM Eastern Time on Wednesday, J ...

https://t.co/xS2qqkuUKvArkham (@arkham):ANNOUNCING: ARKHAM INSIGHTSWe’ve built an AI powered terminal that surfaces and analyzes key market events, helping you find the signal in the noise and trade with intelligence.Arkham Insights shows you a market overview using the world’s largest public database of on-chain https://t.co/ZI2XdXgogi ...

4 July 2025 Asia Quantitative Strategy GenAI in Asset Management - Top AI tools for investors (Part 2) Rupal Agarwal +65 6326 7641 rupal.agarwal@bernsteinsg.com Cheng Zhang, CFA, CQF +852 2123 2636 cheng.zhang@bernsteinsg.com In our last report, Gen AI in Asset Management - Top AI tools for investors, we covered key AI tools for research, portfolio management and workflow automation. Many investors reached out to get AI tools for technical analysis, stress-testing/scenario analysis, quant/ factor analysis, ...

Core Insights - Fastly's Security segment is becoming a significant contributor to its edge platform strategy, with Q1 2025 revenues of $26.4 million, reflecting a 7% year-over-year increase and accounting for 18% of total revenues [1][10] Group 1: Security Segment Performance - The Security portfolio is designed for low-latency, automated protection across web and API environments, including solutions like Client-Side Protection, API shielding, DDoS detection, and bot mitigation [2] - Ongoing product additions and upgrades are driving momentum in the Security portfolio, with features like Client-Side Protection for unauthorized activity detection and Attack Insights for real-time DDoS traffic visibility [3][4] Group 2: Competitive Landscape - Fastly's Security stack faces competition from Fortinet and Cloudflare, both enhancing their solutions for secure digital infrastructure [5] - Fortinet is gaining traction with advanced capabilities in bot protection and API security, making it a strong competitor in Fastly's core markets [6] - Cloudflare is expanding its security platform with advanced DDoS protection and bot management, positioning it as a direct competitor to Fastly [7] Group 3: Financial Performance and Valuation - Fastly's shares have declined 25.5% year-to-date, contrasting with a 7% increase in the broader Zacks Computer & Technology sector and a 14.4% appreciation in the Zacks Internet Software industry [8] - Fastly's forward 12-month price-to-sales ratio is 1.63X, significantly lower than the industry's 5.74X, indicating a potential undervaluation [11] - The Zacks Consensus Estimate for Fastly's second-quarter loss is 5 cents per share, reflecting a 28.57% improvement year-over-year, while the 2025 loss estimate is 9 cents per share, indicating a 25% year-over-year improvement [14]