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FWF by AROBS named UiPath Fast Track Partner for Agentic Automation
GlobeNewswire News Room· 2025-07-01 11:53
LONDON, July 01, 2025 (GLOBE NEWSWIRE) -- FWF, part of the AROBS Group (BVB: AROBS) and specialised in intelligent process automation, has been recognised by UiPath (NYSE: PATH), a global leader in agentic automation, as an Agentic Automation Fast Track Partner. This distinction recognises FWF for AROBS's commitment to being at the forefront of innovation in enterprise automation, building on Robotic Process Automation and leveraging the capabilities of Agentic AI. It also confirms the AROBS Group’s strate ...
Twilio vs. Bandwidth: Which CPaaS Stock Is the Better Buy Right Now?
ZACKS· 2025-06-24 14:05
Key Takeaways Twilio's AI-powered tools and customer data platform are driving superior growth and returns. TWLO's Q1 2025 EPS up 42.5% on 12% revenue growth, aided by cost control and efficiency gains. Bandwidth faces growth risks with high debt and heavy reliance on Enterprise Voice offerings.Twilio Inc. (TWLO) and Bandwidth Inc. (BAND) are two major names in the U.S. Communications Platform as a Service (CPaaS) market. Both help businesses and developers build apps for messaging, voice and emergency se ...
1 Magnificent Growth Stock Down 75% to Buy Hand Over Fist in June
The Motley Fool· 2025-06-14 08:45
Core Viewpoint - Docusign's stock has experienced a significant decline since its peak in 2021, but the company continues to show strong revenue growth and profitability, particularly with the introduction of its Intelligent Agreement Management (IAM) platform powered by AI [2][3][18] Group 1: Business Performance - Docusign's stock fell 75% from its peak of $310 in 2021, yet the business is still generating steady revenue growth and soaring profits [2][3] - In fiscal Q1 2026, Docusign reported total revenue of $763.7 million, an 8% increase year-over-year, exceeding management's guidance [10] - The company revised its full-year revenue forecast upward by $22 million to $3.163 billion at the high end of the range [10] - Docusign's net income surged by 113.5% to $72.1 million on a GAAP basis, while non-GAAP net income increased by 10% to $190.8 million [11][12] Group 2: Intelligent Agreement Management (IAM) Platform - The IAM platform aims to address inefficiencies in contract management, which Deloitte estimates results in $2 trillion in lost economic value annually [5] - IAM features include Navigator, which stores agreements and uses AI for document search, and AI-Assisted Review, which identifies problematic clauses [6][7] - The IAM platform has gained traction, with 10,000 paying enterprise customers and a 50% increase in international sales compared to the previous quarter [9] Group 3: Valuation and Market Opportunity - Docusign's price-to-sales (P/S) ratio has decreased to 5.4, a 56% discount to its average P/S ratio of 12.5 since going public [14] - The company trades at a price-to-earnings (P/E) ratio of 14.6, significantly lower than the S&P 500 index's P/E ratio of 23.3 [16] - Docusign's addressable market is estimated to be worth $50 billion, indicating substantial growth potential [17]
Robotic Surgery with Moon Surgical and NVIDIA Physical AI
NVIDIA· 2025-06-11 20:22
I'm Anna Zoa. I'm the CEO at Moon Surgical and I do this job because I'm passionate about bringing new technologies to patients. So, we believe and I think everyone believes that the future is robotic in the sense that there's going to be a continuum of solutions that enhance surgery and turn it into something that is robotic and digital.Partnering closely with NVIDIA is about two things, acceleration and then just sheer feasibility. So the maestro concept which we um uncovered in the lab with professor Gay ...
UiPath (PATH) 2025 Conference Transcript
2025-06-10 15:00
UiPath (PATH) 2025 Conference June 10, 2025 10:00 AM ET Speaker0 Okay. Good morning. Good afternoon, everybody. It's Keith Bachman here from BMO. We're part of our ongoing virtual software conference. We're thrilled to have Ashin from UiPath. And so with that normal process here, we're going be about thirty five, forty minutes. I'm going ask questions. I think there's a way that you can also pose questions or candidly just email me directly and we'll do our best to get to them. So with that said, let's go a ...
Equativ 和 Sharethrough 今后将以 Equativ 品牌运营,巩固其全球领先端到端媒体平台地位
Globenewswire· 2025-06-09 12:33
与 Sharethrough 合并后,Equativ 在三年内将规模扩大了两倍,扩展全球覆盖范围并加速推动公司在北美地区发展纽约, June 09, 2025 (GLOBE NEWSWIRE) -- Equativ 今天宣布将 Sharethrough 完全纳入其全球品牌和运营,全球其中一个最大的独立媒体平台和市场由此形成,可提升其通过透明化、创新性和以用户为中心的技术为全球广告商和出版商提供服务的能力。 此外,Equativ 还受惠于经过全面重塑的视觉形象和网站。 这一里程碑标志着两家公司实现统一,并成为 Equativ 于2024年6月收购 Sharethrough 后,历时一年的整合过程的最终阶段。 点击此链接,观看本公告附带的媒体片段。 在过去的一年里,Equativ 和 Sharethrough 强强联手,显著加速发展,巩固了 Equativ 作为领先独立平台的地位,深受全球数千个品牌和六大广告公关公司信赖。 与 Deutsche Telekom 和 Titan OS 等主要参与者建立战略合作伙伴关系,以及收购 Kamino Retail,进一步证明 Equativ 注重创新和全球影响力的承诺,以及 ...
Mastercard Q1 Earnings Beat Estimates on Cross-Border Transactions
ZACKS· 2025-05-01 18:05
Core Viewpoint - Mastercard reported strong first-quarter 2025 results, with adjusted earnings per share of $3.73, exceeding estimates by 4.5% and showing a 13% year-over-year improvement [1][2]. Financial Performance - Net revenues increased by 14% year over year to $7.3 billion, surpassing the consensus estimate by 1.8% [1][2]. - Adjusted operating income grew 15% year over year to $4.3 billion, beating estimates of $4.1 billion, with an adjusted operating margin improvement of 50 basis points to 59.3% [7]. Operational Metrics - Gross dollar volume rose 9% on a local-currency basis to $2.4 trillion, although it missed the consensus estimate by 2.6% [3]. - Cross-border volumes increased by 15% on a local currency basis, while switched transactions improved 9% year over year to 40.1 billion, missing the consensus mark of 40.3 billion [4]. Value-Added Services - Net revenues from value-added services and solutions reached $2.8 billion, a 16% year-over-year increase, but fell short of estimates by 1.4% [5]. Expenses and Incentives - Adjusted operating expenses rose 13% year over year to $3 billion, driven by higher general, administrative, and marketing costs [6]. - Payment network rebates and incentives increased by 12% year over year due to new and renewed deals [6]. Cash Flow and Capital Deployment - Cash flows from operations were $2.4 billion in Q1 2025, up from $1.7 billion in the prior year [9]. - The company repurchased 4.7 million shares for $2.5 billion in the first quarter and paid out $694 million in dividends [10]. Financial Position - As of March 31, 2025, cash and cash equivalents were $7.6 billion, down from $8.4 billion at the end of 2024, while total assets increased to $48.5 billion [8]. Future Guidance - Management projects mid-teens growth in adjusted net revenues for Q2 2025 and low-teens growth for the full year [11][12].
Mastercard(MA) - 2025 Q1 - Earnings Call Presentation
2025-05-01 12:01
Mastercard Incorporated First Quarter 2025 Financial Results Conference Call May 1, 2025 Business Update Business Highlights Financial Overview May 1, 2025 2 ©2025 Mastercard Michael Miebach: 1st Quarter Selected Financial Performance ($ in millions, except per share data) | | 1Q 25 | | 1Q 24 | | YOY Growth | | | --- | --- | --- | --- | --- | --- | --- | | | Non-GAAP | | Non-GAAP | | As adjusted | Currency-neutral | | Net revenue | $ | 7,250 | $ | 6,348 | 14% | 17% | | Adjusted operating expenses | | 2,950 ...
超3000亿!日本眼科器械巨头要卖身?
思宇MedTech· 2025-04-08 15:27
报名:首届全球眼科大会 | 议程更新 报名:首届全球骨科大会 | 议程更新 报名:首届全球心血管大会 | 奖项申报 合作伙伴征集:2025全球手术机器人大会 近日, 据路透社报道, 美国私募股权投资公司 KKR 即将达成对 日本眼科器械巨头拓普康 (TOPCON, OTCPK:TOPCF) 的收购交易。有业内人士称,如果谈判成功,双方可能会在未来几天签署协议,正在 讨论的价格尚未公布。其实 在去年12月,路透社就已经称 拓普康有意寻求私有化 ,竞购者为 KKR 和瑞 典投资公司 EQT。 拓普康市值约为3234亿日元 (约合21.5亿美元),此次收购交易的背景是 日本上市企业私有化浪潮的加 速 。目前,KKR 和拓普康均未对收购交易发表评论 。 不过话说回来,市值千亿的巨头被私有化,听起来就像是金融圈里的《速度与激情》:资本家们开着豪车、西 装革履,在谈判桌上风驰电掣,最后以一个潇洒的签字收尾。不过在现实世界中,这样的并购案例往往意味着 市场格局的新变化,也预示着眼科行业或将迎来一场变革。 KKR是全球知名私募股权投资机构,目前管理着超3.9万亿元资金,与凯雷、黑石、德州太平洋并称"全球 四大PE巨头"。 比 ...
DocuSign(DOCU) - 2025 Q4 - Earnings Call Transcript
2025-03-13 21:00
DocuSign (DOCU) Q4 2025 Earnings Call March 13, 2025 05:00 PM ET Company Participants Matt Sonefeldt - Head - Investor RelationsAllan Thygesen - Chief Executive OfficerBlake Grayson - Chief Financial OfficerKirk Materne - Senior Managing Director, Equity ResearchBrent Thill - Tech Sector Leader, Software/Internet ResearchAustin Cole - Software Equity Research AssociateSonak Kolar - Software Equity Research AssociateRishi Jaluria - Managing Director Conference Call Participants Jake Roberge - Equity Research ...