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This milestone is the result of a disciplined, bi-weekly sprint development process, coupled with knowledge transfer from legacy contributors. The engineering team's deep dive into the existing codebase has laid the groundwork for rapid feature development while ensuring all enhancements meet rigorous standards for performance and reliability. President's Remarks "Over the past several weeks, our team has made tremendous progress modernizing our platform and strengthening its foundation. We've resolved crit ...

Core Insights - EngageLab participated in The MarTech Summit Hong Kong, a significant event for marketing technology professionals, focusing on trends and innovations in the MarTech industry [1][2] Company Overview - EngageLab is a global leader in customer engagement and marketing technology, providing AI-powered omnichannel solutions that facilitate seamless customer interactions across various channels [8] - The company supports businesses in over 220 countries and regions, delivering more than 1 million messages every second [8] Event Highlights - The summit featured senior marketing executives from renowned brands such as JPMorgan, Yahoo, Nike, and DBS, as well as local enterprises like Cathay Pacific and Hong Kong Disneyland, allowing EngageLab to engage with industry leaders [2] - EngageLab showcased its advanced solutions, including marketing automation and omnichannel communication tools (AppPush, WebPush, Email, SMS, WhatsApp, and OTP), aimed at enhancing customer engagement and driving digital transformation [5][8] Discussions and Opportunities - A senior executive from a leading international airline discussed the challenges and opportunities of implementing an omnichannel engagement strategy with EngageLab, focusing on integrating various communication channels for personalized customer interactions [4] - The airline expressed interest in EngageLab's capabilities in high-concurrency messaging and compliance with data privacy standards for global operations [4] Company Mission - EngageLab aims to empower businesses with scalable and intelligent engagement tools to unlock new opportunities in the digital era, emphasizing innovation and customer-centric growth [6]

RT SpaceX (@SpaceX)The @Starlink team and @TMobile have also enabled basic texting (SMS) through our Direct to Cell satellites for TMo customers in the areas impacted by flooding in Texas. This includes Kerr County, Kendall County, Llano County, Travis County and Comal County.Additionally, anyone in the impacted areas with a compatible smartphone will be able to receive emergency alerts from public safety authorities. ...

The @Starlink team and @TMobile have also enabled basic texting (SMS) through our Direct to Cell satellites for TMo customers in the areas impacted by flooding in Texas. This includes Kerr County, Kendall County, Llano County, Travis County and Comal County.Additionally, anyone in the impacted areas with a compatible smartphone will be able to receive emergency alerts from public safety authorities.Starlink (@Starlink):In support of those impacted by flooding in Texas, Starlink is providing Mini kits for se ...

Security Threat - Android 系统存在安全警告，影响 33 亿用户 [1] - SMS 短信攻击激增 [1]

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]

Financial Data and Key Metrics Changes - The company reported record high contributions, recurring profits, and full-year distributions to shareholders, with a total payout of HKD0.25 per share [5][6] - The interest coverage ratio at the end of the year was four times, exceeding the comfort level of three times [9] - The company maintained strong cash flows and retained two investment-grade credit ratings [6][9] Business Line Data and Key Metrics Changes - Indofood achieved record revenues for the eleventh consecutive year, with EBIT margins for the Noodles division reaching 25.9%, the highest ever [10] - Metro Pacific's core profit also reached record highs, driven primarily by power, water, and toll roads, with expectations for continued strong performance in 2025 [12][13] - PLDT reported record high sales and service revenues, with mobile data and SMS showing the strongest growth [13] Market Data and Key Metrics Changes - The company increased its stake in MPIC from 46.3% to 49.9% [4] - The Philippines and Indonesia's economies are expected to double from 2018 to 2029, which may positively impact the company's performance [75] Company Strategy and Development Direction - The company plans to continue focusing on growth in its core businesses, particularly in defensive industries like power, roads, and water [75] - There is an emphasis on improving operational efficiency and reducing non-revenue water in Metro Pacific to enhance revenue [36] - The company is exploring strategic options for Maya, including potential IPO or trade sale discussions [72] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, indicating that current trends suggest another strong year for Metro Pacific in 2025 and 2026 [75] - The company highlighted the importance of securing long-term contracts for gas supply to mitigate past issues and enhance profitability [28] Other Important Information - The company is planning a new 600-megawatt hydrogen-ready power project expected to commence operations in January 2029 [16] - The financing mix for new power plant projects is anticipated to be approximately 60% debt and 40% equity [47] Q&A Session Summary Question: What is the expected earnings trajectory for FPM power in 2025 and 2026? - Management indicated that 2023 was an exceptional year and that profits are expected to taper gradually, with long-run marginal costs influencing future earnings [24][27] Question: Can you provide updates on the Terra Solar Phase two project? - The focus remains on Phase one of the Terra Solar project, with initial delivery expected in Q1 2026 [30] Question: What are the considerations for the spin-off of MailiNet? - The valuation is tied to strong performance and operational efficiency improvements, with a focus on reducing non-revenue water [35] Question: Will there be share buybacks given the current NAV discount? - Management stated that share buybacks are part of a dynamic capital allocation strategy and will be assessed based on liquidity and other commitments [39][41] Question: What is the financing mix for PLP's new power plant projects? - The financing is expected to consist of approximately 60% debt and 40% equity, with dividends continuing to be paid to shareholders [47] Question: What are the plans for Maya, PLDT's online bank? - Maya is experiencing significant growth, and discussions regarding its future, including potential IPO or trade sale, are ongoing [72]