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 ...

NEW YORK, July 10, 2025 (GLOBE NEWSWIRE) -- via InvestorWire — Calidi Biotherapeutics Inc. (NYSE American: CLDI) today announces its placement in an editorial published by NetworkNewsWire ("NNW"), one of 70+ brands within the Dynamic Brand Portfolio@IBN (InvestorBrandNetwork), a specialized communications platform with a focus on financial news and content distribution for private and public companies and the investment community. To view the full publication, “Breaking Through: Systemic Genetic Medicines f ...

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 ...

Core Insights - Innodata (INOD) is experiencing growth due to rising demand for generative AI, with its Digital Data Solutions (DDS) segment generating $50.8 million in Q1 2025, representing over 87% of total revenues [1][9] - The company is launching a Generative AI Test & Evaluation Platform to help enterprises assess the safety and reliability of large language models (LLMs), with MasterClass as its first customer [3] - Innodata is positioned to benefit from significant investments in generative AI from major tech companies, securing $8 million in new deals from four Big Tech clients [4][9] Digital Data Solutions (DDS) Segment - DDS provides full-stack GenAI services, including training data creation and LLM evaluation, supporting industries like enterprise tech and healthcare [2] - The segment has become a core driver of Innodata's AI service portfolio, showcasing domain-specific capabilities [2] Competitive Landscape - Innodata faces competition from TaskUs and Palantir Technologies, both advancing their own generative AI solutions [5][6] - TaskUs is focusing on model evaluation and data labeling, while Palantir is enhancing its domain-specific LLM platforms [5][6] Financial Performance - Innodata's stock has increased by 29% year to date, outperforming the broader Zacks Computer & Technology sector, which grew by 8% [7] - The company is trading at a premium with a forward Price/Sales ratio of 5.98X compared to the industry average of 1.84X [10] Earnings Estimates - The Zacks Consensus Estimate for Innodata's 2025 earnings is 69 cents per share, reflecting a decline of 22.47% from fiscal 2024's earnings [13]

CFO Dana Gerner to Retire TYSONS CORNER, Va. and PETAH TIKVA, Israel, July 08, 2025 (GLOBE NEWSWIRE) -- Cellebrite (NASDAQ: CLBT), a global leader in premier Digital Investigative solutions for the public and private sectors, today announced that David Barter, a proven finance executive with extensive public company CFO experience in technology and software, has been appointed CFO, effective immediately. He succeeds Dana Gerner, who has served as Cellebrite's CFO since 2014. Gerner will remain in an active ...

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]

Core Insights - OptimizeRx (OPRX) has reported strong first-quarter results for fiscal 2025, exceeding Wall Street expectations and reflecting positively in its share price performance over the past three months [1][4]. Financial Performance - Revenue increased by 11% year over year to $21.9 million, with a positive operating cash flow of $3.9 million, marking a significant turnaround from the previous year [2][10]. - Contracted revenues grew by 25% year over year, now exceeding $70 million, which accounts for over 80% of the midpoint of the FY25 revenue guidance [9][11]. - Gross margins remained steady at 60.9%, while operating expenses declined due to reduced stock-based compensation and cost controls [7][10]. Market Position and Growth - OPRX's shares surged by 69.3% in the past three months, significantly outperforming the broader industry growth of 36.7% and the S&P 500's gain of 22.1% during the same period [4][5]. - The company is transitioning to a subscription-based revenue model, with over 5% of projected 2025 revenues already tied to recurring contracts, particularly in its DAAP and Medicx data businesses [12][10]. Valuation - OPRX is attractively priced, trading at a forward price-to-sales (P/S) ratio of 2.2X, well below its five-year median of 3.64X and the industry average of 8.64X [13]. Strategic Outlook - Management has raised its full-year guidance and reaffirmed its ambition to achieve Rule of 40 metrics, indicating a combined annual revenue growth rate and EBITDA margin of 40% or higher within the next several years [2][10]. - The company is focused on deepening client relationships and scaling its omnichannel platform, which is expected to create sustained shareholder value in the evolving healthcare ecosystem [3].

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]