Perrigo Company (PRGO) FY Conference August 12, 2025 09:00 AM ET Company ParticipantsPatrick Lockwood-Taylor - President, CEO & DirectorEduardo Bezerra - EVP & CFOConference Call ParticipantsSusan Anderson - MD & Senior AnalystPatrick Lockwood-TaylorBefore we dive in, a quick reminder that today's presentation includes forward looking statements. This is the bit Investor Relations asked me to read. These reflect our current views and expectations, and we encourage you to review our filings for a full unders ...

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies Core Insights - The AI application activity in the domestic market has significantly increased due to the release of new models, particularly Kimi, while overseas applications like Perplexity have shown slight growth [10] - Google reported strong FY25 Q2 earnings, with a 32% year-on-year increase in cloud platform revenue, reaching $13.6 billion, driven by AI demand [11][20] - Tesla's Q2 2025 revenue was $22.496 billion, a 12% year-on-year decline, with net profit down 23% to $1.172 billion, attributed to increased competition and policy changes [22][24] Summary by Sections Overseas Market Review - Kimi's popularity continues to rise due to new model releases [7] - Google FY25 Q2 performance exceeded expectations, with significant growth across advertising, search, and cloud services [11] - Tesla's Q2 financial results were disappointing, reflecting challenges in the automotive sector [22] AI Application Activity - The activity of chat assistant applications remains stable, with Kimi experiencing a substantial increase in engagement due to the new K2 model [10] - Alibaba's Qwen3 model has significantly enhanced long-text processing capabilities, while OpenAI has launched the ChatGPT Agent for advanced task execution [10] Google FY25 Q2 Performance - Google achieved an adjusted EPS of $2.31, surpassing market expectations, with total revenue of $81.7 billion, up from $71.3 billion year-on-year [11][12] - The company has raised its capital expenditure guidance for 2025 to $85 billion, primarily for AI infrastructure [18][21] Tesla Q2 Performance - Tesla's automotive revenue fell to $16.661 billion, a 16% decline year-on-year, with the company facing challenges from policy changes and increased competition [22][24] - Despite short-term challenges, Tesla is focusing on advancements in Robotaxi and AI technologies for long-term growth [25][27]

Product Development - Google is testing a vibe-coding app called Opal [1] Industry News - TechCrunch reports on Google's Opal app testing [1]

Core Insights - Maris-Tech Ltd. will showcase its AI-based edge computing video intelligence solutions, including the Diamond Ultra platform, at the DEFEA 2025 exhibition in Athens, Greece from May 6-8, 2025 [1][4] Group 1: Product Features - Diamond Ultra offers 360° 3D situational awareness and advanced airborne threat protection, integrating up to 11 HD and SD camera inputs, enabling real-time monitoring and instant alerts on potential threats [2] - The platform is designed for mission-critical environments, enhancing threat detection and response for urban and open terrain combat, supporting armored fighting vehicles, observation posts, and various defense and surveillance applications [2] Group 2: Additional Solutions - In addition to Diamond Ultra, Maris-Tech will present other solutions such as Opal, Coral, and Jupiter Drones, all built for high-risk environments with ultra-low latency streaming and AI-powered threat classification [3] Group 3: Company Overview - Maris-Tech is a global leader in video and AI-based edge computing technology, providing intelligent video transmission solutions that address complex encoding-decoding challenges [5] - The company serves leading manufacturers in defense, aerospace, intelligence gathering, homeland security, and communication industries, focusing on innovation in mission-critical applications [5]