Core Insights - The article discusses the acceptance of 10 papers from a laboratory at the 20th ICCV International Conference on Computer Vision, highlighting advancements in 3D vision and related technologies [25]. Paper Summaries Paper 1: Domain-aware Category-level Geometry Learning Segmentation for 3D Point Clouds - This paper addresses domain generalization in 3D scene segmentation, proposing a framework that couples geometric embedding with semantic learning to enhance model generalization [1]. Paper 2: Hierarchical Variational Test-Time Prompt Generation for Zero-Shot Generalization - The authors introduce a hierarchical variational method for dynamic prompt generation during inference, significantly improving the zero-shot generalization capabilities of visual language models [3]. Paper 3: Knowledge-Guided Part Segmentation - A new framework is proposed that utilizes structural knowledge to enhance the segmentation of fine-grained object parts, improving understanding of complex structures [5][6]. Paper 4: TopicGeo: An Efficient Unified Framework for Geolocation - TopicGeo presents a unified framework for geolocation that improves computational efficiency and accuracy by directly matching query images with reference images [9]. Paper 5: Vision-Language Interactive Relation Mining for Open-Vocabulary Scene Graph Generation - This paper explores a model that enhances the understanding of relationships in open-vocabulary scene graph generation through multimodal interaction learning [11]. Paper 6: VGMamba: Attribute-to-Location Clue Reasoning for Quantity-Agnostic 3D Visual Grounding - The authors propose a mechanism that combines attribute and spatial information to improve the accuracy of 3D visual grounding tasks [13]. Paper 7: Meta-Learning Dynamic Center Distance: Hard Sample Mining for Learning with Noisy Labels - A new metric called Dynamic Center Distance is introduced to enhance the learning process in the presence of noisy labels by focusing on hard samples [15]. Paper 8: Learning Separable Fine-Grained Representation via Dendrogram Construction from Coarse Labels for Fine-grained Visual Recognition - The paper presents a method for learning fine-grained representations from coarse labels without predefined category numbers, enhancing adaptability to dynamic semantic structures [17]. Paper 9: Category-Specific Selective Feature Enhancement for Long-Tailed Multi-Label Image Classification - This research addresses the issue of label imbalance in multi-label image classification by enhancing feature sensitivity for underrepresented categories [19]. Paper 10: Partially Matching Submap Helps: Uncertainty Modeling and Propagation for Text to Point Cloud Localization - The authors redefine the task of text to point cloud localization by allowing partial spatial matches, improving the model's ability to handle real-world ambiguities [21].

Key Takeaways ZS grew Zero Trust Everywhere to 210 customers in Q3, up 60% sequentially, with strong new logo wins. ZS closed a seven-figure deal for cloud workload protection with an existing financial services client. New Zero Trust tools launched on AWS include agentless gateways and AI-driven microsegmentation.Zscaler (ZS) is expanding its Zero Trust Exchange with Zero Trust Everywhere. This strategy highlights Zscaler’s ability to take Zero Trust security beyond users to include Zero Trust for Cloud ...

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 ...

Key Takeaways Revenue growth stalls under 5% and earnings go negative for key provider of content delivery networks (CDNs). Potential may still exist for AKAM to thrive in burgeoning AI economy if they develop new growth drivers.Akamai Technologies ((AKAM) is the $11.5 billion provider of content delivery networks (CDNs) and cloud infrastructure services.The company’s solutions accelerate and improve the delivery of content over the Internet, enabling faster response to requests for web pages, streaming of ...

Core Viewpoint - BofA Securities analyst maintains a Buy Rating on Caterpillar, Inc. with a price target of $385, highlighting the potential of the Energy & Transportation segment as a key driver for future earnings growth [1][2] Group 1: Company Performance and Projections - Caterpillar's Energy & Transportation (E&T) segment contributes approximately 40% of total sales, making it the least understood segment within the company [1] - The E&T segment is expected to lead the next earnings upcycle, driven by long-term growth in data centers, power generation, and pipeline expansions through 2030 [2] - Caterpillar is guiding for $2.5 billion in earnings by 2025, a significant increase from the average of $1.2 billion over the last decade, indicating a notable inflection point [2] - Projected revenue for 2025 is $59.3 billion with earnings per share estimated at $17.50 [3] Group 2: Capital Expenditure and Management Strategy - Since 2017, capital expenditures (capex) to sales and capex to depreciation have averaged 2% and 70%, respectively, with the current capex step-up significantly exceeding these averages [3] - The management team, under new CEO Joseph Creed, continues to focus on improving returns and free cash flow generation [2][3] - Management is investing in capex for the first time in a decade to expand large engine capacity to meet the rising demand in power generation and data centers [4] Group 3: Historical Context and Market Dynamics - The EPS upcycle from 2009-2012 was primarily driven by Resource Industries, while the current upcycle from 2020-2023 is significantly supported by Construction Industries [4] - E&T's contribution to operating profit has increased to 40% from 33% two years ago, despite cyclical pressures affecting Construction and Resources [4] - E&T pricing remains positive, contrasting with negative pricing in core segments, indicating resilience and growth potential within this segment [4]

Summary of Laureate Education (LAUR) FY Conference Call Company Overview - **Company**: Laureate Education - **Industry**: Higher Education Services - **Geographic Focus**: Mexico and Peru - **Market Position**: Largest operator of higher education services in both countries, significantly larger than competitors [3][4] Financial Performance - **Revenue**: $1.6 billion with a growth rate of approximately 10% annually [4][28] - **EBITDA Margin**: Close to 30% [4][28] - **Student Enrollment**: Approximately 500,000 students across 50 campuses, averaging 10,000 students per campus [4][5] - **Free Cash Flow**: 50% of EBITDA converts into free cash flow, with plans to return excess cash to shareholders [28][29] Market Dynamics - **Private Sector Role**: 55% of university seats in Mexico and Peru are provided by the private sector, which simplifies the regulatory environment [6] - **Student Segmentation**: Market segmented into premium and value products, with premium offerings costing around $4,500 per year [9][10] - **Growth Drivers**: Rising participation rates in higher education, currently at 36% for ages 18-24 in Mexico and Peru, compared to 62% in the US [18][19] Strategic Focus - **Program Offerings**: Focus on business, health sciences, engineering, and STEM products, with a mix of traditional, hybrid, and fully online delivery methods [5][15] - **Market Expansion**: Plans to launch two new campuses this year and two more next year, targeting top cities for growth [21][25] - **Vocational Training**: Development of technical vocational degrees to address skill shortages, particularly in the employer demand perspective [26] Competitive Advantages - **Brand Strength**: Institutions like UPC in Peru are highly ranked, contributing to strong brand equity [13] - **Accreditation and Quality**: High accreditation levels and quality of education enhance the institution's reputation [13][15] - **Cost Efficiency**: Segmentation allows for cost-effective student acquisition and recruitment [11][12] Economic Resilience - **Bad Debt Management**: Maintains a low bad debt rate of around 2.5% in good economic times, with potential increases during economic downturns [32][33] - **Cash Flow Stability**: The payment structure ensures steady cash collections, contributing to a working capital neutral position [31] Shareholder Returns - **Capital Returned**: Since 2019, $3 billion returned to shareholders through stock buybacks and dividends [29] - **Future Intentions**: Plans to continue returning free cash flow to shareholders, with an expected generation of $235 million in free cash flow this year [29][30]

CHANTILLY, Va., June 12, 2025 (GLOBE NEWSWIRE) -- Parsons Corporation (NYSE: PSN) celebrated two station dedications on the new Foothill Gold Line light rail segment between Glendora and Pomona in Southern California’s San Gabriel Valley. The 9.1-mile segment achieved substantial completion in January, and the project has been turned over to the Los Angeles County Metropolitan Transportation Authority (Metro) for final testing, training, and preparation for passenger service, which is anticipated to begin l ...

Financial Data and Key Metrics Changes - Total revenue for Q1 was $124.2 million, down approximately $3.6 million or 2.8% year over year [19] - Adjusted EBITDA was $22.1 million or 17.8% of revenue, up from $18.9 million or 14.8% of revenue in the prior year [21] - GAAP net loss was $38 million compared to $27.6 million in the prior year, with GAAP net loss per share at $4.57 compared to $3.42 [22] - Free cash flow was $26.2 million, an improvement of $15.8 million from $10.4 million in the prior year [23] Business Line Data and Key Metrics Changes - Talent Development Solutions (TDS) revenue was $99.1 million, up 1% year over year [18] - Global Knowledge (GK) revenue was $25.1 million, down approximately $4.7 million or 15.7% year over year, impacted by softer demand in the public sector [18][19] - TDS dollar retention rate for Q1 was 99%, compared to 100% last quarter and 99% one year ago [19] Market Data and Key Metrics Changes - There was a decline in U.S. public sector discretionary live learning spending, while large-scale non-U.S. public sector deals increased [10] - The company is investing in international growth, particularly in sectors like AI, cloud computing, and cybersecurity [11] Company Strategy and Development Direction - The company is focused on executing its transformation plan and driving success for customers and learners [5][8] - A renewed focus on go-to-market strategy is emphasized, with new leadership additions aimed at enhancing brand awareness and demand [6][7] - The company aims to return to top-line growth and deliver continued margin expansion while generating positive free cash flow [16] Management's Comments on Operating Environment and Future Outlook - Management noted macroeconomic uncertainty leading to lower discretionary spending and elongated decision-making processes [8][16] - Confidence in the business strategy was reinforced by positive feedback from customer events and a strong deal pipeline [15][38] - The outlook for the full fiscal year remains unchanged, with expectations for revenue between $530 million and $545 million [26] Other Important Information - The company is closely monitoring macroeconomic conditions and potential impacts on business [26] - The first quarter is typically the highest seasonal free cash flow quarter, with expectations of cash usage in the second quarter [23][24] Q&A Session Summary Question: What are the underlying KPIs that give confidence in the full-year target? - Management highlighted the growth in TDS and a strong deal pipeline in GK, suggesting potential for improvement if the market stabilizes [30][32] Question: How should we think about the government business and its recent softness? - Management noted that discretionary spending in the U.S. federal sector impacted revenue, but there is positive activity in European public sectors [48][50] Question: What changes or improvements can be expected under the new CFO? - The focus will be on integrating finance into every decision and aligning it with go-to-market strategies to drive growth [54]

Akamai (AKAM) FY Conference June 05, 2025 11:40 AM ET Speaker0 Excellent. Hello, everyone, and thank you for joining us for our Growth Stock Conference and today's session with Akamai. My name is Jonathan Hoenn. I'm the cybersecurity analyst for William Blair and Company. Our speaker today is Ed McGowan, who is the chief financial officer of the company and has been with Akamai and is with Akamai. Before we begin, I'm required to inform you that a complete list of research disclosures or conflicts of intere ...

Key Takeaways TWLO jumped nearly 19% in a month, outperforming its peers and the broader Internet Software industry. Twilio's AI-driven tools, API-first model and strong customer data platform drive its growth momentum. TWLO's rising EPS, expanding customer base and $2B buyback plan reinforce its long-term investment appeal.Twilio Inc. (TWLO) has delivered a solid 18.8% gain over the past month. This performance easily beats the Zacks Internet Software industry, which rose 15.8% in the same period.The sto ...