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Twilio Expands RCS With Orange: Will Secure Messaging Drive Growth?
ZACKS· 2025-06-20 13:56
Core Insights - Twilio is partnering with Orange to expand Rich Communication Services (RCS) in France, aiming to enhance its European presence and meet the demand for secure and interactive messaging experiences [1][8] Group 1: RCS and Market Potential - RCS is evolving from SMS, providing features like branded messages and verified sender identity, with over 70% smartphone coverage in France expected to rise to 85% by the end of 2025 [2] - 81% of consumers prefer RCS over SMS, and 75% of businesses plan to invest in RCS this year, indicating significant market potential for Twilio [2][8] Group 2: Financial Performance - Twilio's communication segment generated $1.10 billion in revenue in Q1 2025, reflecting a 13% year-over-year increase, with messaging being the largest revenue contributor [4][8] - The Zacks Consensus Estimate for Twilio's 2025 earnings is $4.49 per share, suggesting a year-over-year growth of 22.34% [10] Group 3: Competitive Landscape - Twilio faces competition from Bandwidth Inc., which has a strong developer trust and platform flexibility due to its Tier 1 global network [5] - RingCentral offers a full-stack UCaaS platform with integrated capabilities and recent AI innovations, positioning it as a strong competitor in enterprise communications [6] Group 4: Valuation Metrics - Twilio trades at a forward price-to-sales ratio of 3.58, below the industry average of 5.67, indicating potential undervaluation [9]
佳驰科技: 中信证券股份有限公司关于成都佳驰电子科技股份有限公司与关联方共同投资设立控股子公司暨关联交易的核查意见
Zheng Quan Zhi Xing· 2025-06-20 08:54
中信证券股份有限公司 关于成都佳驰电子科技股份有限公司 截至本核查意见出具日,除上述关联交易外,过去 12 个月内公司与同一关 联人或不同关联人之间交易标的类别相关的关联交易金额未达到公司最近一期 经审计总资产或市值的 1%以上且未超过 3,000 万元。根据《上市公司重大资产 重组管理办法》及《上海证券交易所上市公司自律监管指引第 6 号——重大资产 重组》,本次交易不构成重大资产重组。本次交易的实施不存在重大法律障碍。 本次与关联方共同投资设立控股子公司暨关联交易事项已经公司第二届董 事会第十四次会议、第二届监事会第十一次会议及第二届独立董事专门会议第二 次会议审议通过,本次交易无需提交公司股东会审议。 二、关联方基本情况 (一)关联关系说明 本次对外投资的共同投资方佳融至合,其执行事务合伙人姚瑶女士系佳驰科 技的董事长、高级管理人员,根据《上海证券交易所科创板股票上市规则》的规 定,佳融至合属于公司的关联方,本次交易构成关联交易。过去 12 个月,除本 次关联交易外,公司未与关联方佳融至合发生其他关联交易。 (二)关联方情况说明 与关联方共同投资设立控股子公司暨关联交易的核查意见 中信证券股份有限公司( ...
高盛:中国软件_ Gen-AI apps 商业化_差异化功能、人工智能代理及定制化知识中心,推动付费率提升
Goldman Sachs· 2025-06-12 07:19
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Analysts employed by non-US affiliates are not registered/ ...
Snail Games 推出年度 Steam 发行商促销活动,提供创纪录折扣和全新内容更新
Globenewswire· 2025-06-10 02:21
加利福尼亚州卡尔弗城, June 10, 2025 (GLOBE NEWSWIRE) -- 全球领先的互动数字娱乐领域独立开发商与发行商 Snail, Inc. (Nasdaq: SNAL,以下简称 “Snail Games” 或 “公司”) 将在 Steam 平台举办年度发行商促销活动,这是公司今年最具影响力的创收窗口之一。 活动期间,旗下全系列游戏均提供大幅折扣,多款备受期待的新游还将在 Steam Next Fest 期间开启前瞻试玩,充分展现 Snail 持续增长的势头与扩大玩家群体的强劲动力。 Snail Games 的 Steam 发行商促销活动一直是其营收和用户获取的主要驱动因素。去年活动期间,单日平均销量达到非促销期的 1.6 倍。 今年公司旨在突破这一成绩,不仅为主打游戏提供史上最大力度折扣,还将带来更丰富的产品矩阵,涵盖近期新作及内容更新。 这些促销窗口不仅会创造短期营收增长机会,更重要的是为旧有游戏、抢先体验版游戏及新作提供高曝光的流量入口,为长期玩家参与度和持续变现奠定基础。 史上最大力度折扣 在发行商促销活动期间,Snail Games 针对 Bellwright 提供 Steam ...
Snail Games Launches Annual Steam Publisher Sale Event with Record Discounts and New Content Updates
Globenewswire· 2025-06-09 12:30
Core Insights - Snail, Inc. is hosting its annual Publisher Sale on Steam, which is a significant revenue-driving event for the company, featuring deep discounts and anticipated titles [1][2] - The sale is expected to drive daily unit sales to 1.6 times the average of non-promotional periods from the previous year, with the company aiming to exceed this figure [2] - The event serves as both a short-term revenue growth opportunity and a long-term player engagement strategy through the promotion of back catalog titles and new releases [2][11] Discounts and Promotions - The game Bellwright is seeing its highest discount of 20% since its early access launch during the Publisher Sale [3] - The ARK Franchise Bundle, which includes titles like ARK: Survival Evolved, is offered at a 20% discount, while PixARK is available at 57% off [4] - Other titles such as West Hunt and The Cecil: A Journey Beyond are also featured with significant discounts of 50% and 15% respectively [5] Upcoming Titles and Engagement Strategies - Upcoming titles like Robots at Midnight and Echoes of Elysium are highlighted for pre-order and wishlist growth, with demos available to build early audience momentum [7] - Zombie Rollerz: The Last Ship is participating in Steam Next Fest with a live demo to enhance visibility ahead of its release [8] - Survivor Mercs is offered at 38% off with a playable demo to encourage early access growth and feedback-driven development [6] Company Overview - Snail, Inc. is a leading global independent developer and publisher of interactive digital entertainment, with a diverse portfolio of premium games across various platforms [9]
Braze(BRZE) - 2026 Q1 - Earnings Call Presentation
2025-06-05 20:08
Q1 Fiscal 2026 Earnings Results June 5, 2025 Braze Financial Highlights 1. Represents quarterly GAAP revenue multiplied by 4 YoY REVENUE GROWTH 2,342 CUSTOMERS IN OVER 75 COUNTRIES DOLLAR-BASED NET RETENTION 109% RATE 96% SUBSCRIPTION REVENUE $36M GAAP NET LOSS Data as of April 30, 2025 or the three months ended, as applicable $648M QUARTERLY REVENUE RUN RATE 1 20% 2 Forward Looking Statements and Disclaimer This presentation contains the following non-GAAP financial measures: non-GAAP gross profit and marg ...
Vaso Corporation Announces Financial Results for First Quarter of 2025
Globenewswire· 2025-05-15 13:00
PLAINVIEW, N.Y., May 15, 2025 (GLOBE NEWSWIRE) -- Vaso Corporation (“Vaso”) (OTCQX: VASO), a leading MedTech company with a diversified business portfolio in network and healthcare IT services, professional sales services, and proprietary medical products, today announced its operating results for the three months ended March 31, 2025. “The Company recorded record first quarter revenue, with revenue of $19.5 million, an increase of 3.9% when compared to the same quarter of the prior year,” commented Dr. Jun ...
梯度培育持续发力,南京83家企业入选
Nan Jing Ri Bao· 2025-05-06 23:44
Group 1 - Nanjing has announced a list of 83 provincial specialized, refined, distinctive, and innovative small and medium-sized enterprises (SMEs) for 2025, reflecting the city's commitment to fostering high-quality development in this sector [1] - The city has established a tiered cultivation system for specialized and innovative enterprises, supporting their growth from innovative SMEs to "little giant" enterprises and manufacturing champions [1] - In 2024, Nanjing added 13 national manufacturing champions, 121 national-level "little giant" enterprises, and 570 provincial specialized and innovative SMEs [1] Group 2 - Companies like Zhongcai New Energy Technology Co., Ltd. are leveraging their proprietary lithium battery technology, achieving a 14.6% market share in the global cylindrical battery market, ranking fourth [1] - Various sectors are represented among the 83 selected enterprises, including electronic information, biomedicine, and aerospace [1] - Companies such as Zhongcang Robotics and Nanjing San Die Ji Pharmaceutical Technology Co., Ltd. are innovating in automated logistics and 3D-printed pharmaceuticals, respectively, showcasing the city's diverse industrial capabilities [2] Group 3 - The city aims to accelerate the growth of specialized and innovative enterprises by enhancing collaboration across finance, technology, industry, and talent policies [3] - The goal for the current year is to reach 30 national manufacturing champions, 300 national-level "little giant" enterprises, 1,000 provincial specialized and innovative SMEs, and 10,000 innovative SMEs [3]
Donnelley Financial Solutions(DFIN) - 2025 Q1 - Earnings Call Transcript
2025-04-30 14:02
Donnelley Financial Solutions (DFIN) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Company Participants Mike Zhao - Head, IRDaniel Leib - President and CEODavid Gardella - CFOCharlie Strauzer - Senior Managing DirectorCraig Clay - President of Global Capital MarketsEric Johnson - President of Global Investment Companies Conference Call Participants Pete Heckmann - MD & Senior Research AnalystKyle Peterson - Senior Analyst Operator Thank you for standing by. My name is Eric, and I will be your conference ...
Donnelley Financial Solutions(DFIN) - 2025 Q1 - Earnings Call Transcript
2025-04-30 13:00
Donnelley Financial Solutions (DFIN) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Speaker0 Thank you for standing by. My name is Eric, and I will be your conference operator today. At this time, I would like to welcome everyone to the Donnelly Financial Solutions First Quarter Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the call over to Mike Zhao, Head of I ...