美国政府正在迫使科技巨头大幅削减云计算和软件服务价格，继甲骨文后，谷歌已同意向政府提供云服 务重大折扣。这一轮降价潮反映出硅谷科技公司急于修复与特朗普政府的关系，避免重演第一任期时的 对抗局面。 据美国总务署(GSA)高级官员透露，谷歌的云服务合同预计将获得与甲骨文类似的折扣幅度。甲骨文上 周同意在限定期间内对部分软件合同提供75%的折扣，并对其更广泛的云计算合同提供"大幅折扣"。 微软Azure和亚马逊云服务(AWS)预计很快也将跟进提供同等折扣，尽管这些谈判的进展不如与谷歌母 公司Alphabet的谈判顺利。这四家公司占据了政府每年超过200亿美元云服务支出的大部分。 此举是特朗普政府削减IT采购成本努力的一部分，由所谓的政府效率部门(Doge)推动，该部门此前由马 斯克负责。科技巨头们希望避免与特朗普第一任期时的对抗关系重演。 甲骨文率先让步，折扣幅度巨大 甲骨文已为政府降价谈判树立了标杆。该公司上周达成协议，在限定期间内对部分软件合同提供75%的 折扣，并对云计算合同提供"大幅折扣"。 GSA高级官员表示，谷歌的云服务合同"很可能会达到类似水平"。谷歌已在4月同意向美国政府提供 Workspace合同 ...

Key Takeaways LVO's Slacker Radio partners with Intuizi to boost adoption of its Plus and Premium services. Intuizi's AI uses trillions of signals to target users with real-time, personalized upgrade offers. Initial focus is on automotive, with expansion plans into consumer electronics and retail sectors.LiveOne, Inc.’s (LVO) music streaming service, Slacker Radio, has entered into a partnership with Intuizi, an AI platform specializing in customer acquisition, to boost adoption of Slacker’s Plus and Prem ...

Core Insights - Salesforce, Inc.'s Data Cloud is experiencing significant growth, with annual recurring revenues (ARR) increasing by 120% year over year, surpassing $1 billion in the first quarter of fiscal 2025 [1][9] - The integration of Data Cloud with artificial intelligence (AI) features is evident, as nearly 60% of Salesforce's top 100 deals in the first quarter included both [2][9] - Data Cloud is essential for Salesforce's digital labor and intelligent automation initiatives, particularly in conjunction with the new AI-based product, Agentforce [3] Company Performance - Salesforce has utilized Data Cloud to enhance internal efficiency, notably reducing lead routing time from 20 minutes to 19 seconds in Slack [4] - The company's stock has declined by 18.1% year to date, contrasting with a 16.5% increase in the Zacks Computer – Software industry [8] Competitive Landscape - Salesforce's Data Cloud faces competition from Microsoft and Snowflake, both of which are prominent in enterprise data management [5] - Microsoft leverages its Azure Data services, which integrate with its broader ecosystem, providing a strong alternative for businesses already using Azure [6] - Snowflake specializes in cloud-based data warehousing, focusing solely on data management, which allows for easy storage, processing, and sharing of large volumes of data [7] Valuation and Earnings Estimates - Salesforce trades at a forward price-to-earnings ratio of 23.07, significantly lower than the industry average of 34.23 [10] - The Zacks Consensus Estimate indicates a year-over-year earnings increase of approximately 10.8% for fiscal 2026 and 11.5% for fiscal 2027, with upward revisions in estimates over the past 30 days [11]

今年早些时候，赛富时(CRM.US)已将其Slack通讯软件的政府使用价格下调90%，而谷歌 (GOOGL.US)、Adobe(ADBE.US)和Elastic等企业也相继推出软件产品折扣。 这一系列举措反映出特朗普政府推动联邦技术现代化与成本控制的双重战略。白宫已将采购流程精简和 过时IT系统升级列为优先事项，目前许多系统仍依赖大型机等陈旧技术。 智通财经APP获悉，据报道，甲骨文(ORCL.US)正在大幅下调面向联邦机构的软件和云服务价格，此举 使其加入其他科技巨头的行列，共同为美国政府提供大幅折扣优惠。 据美国总务管理局(GSA)披露，这项协议包含甲骨文授权软件75%的降价幅度，其云计算平台虽未公布 具体数字但将获得"可观"折扣。 作为负责联邦采购的机构，GSA称此协议是首个能为整个政府体系节省云基础设施成本的合作，而云基 建正是现代IT系统的核心组成部分。目前该机构正与其他云服务商洽谈类似合作。 2022年，甲骨文与亚马逊(AMZN.US)、谷歌和微软(MSFT.US)共同斩获五角大楼大型云服务合同，凭借 商业化定价策略胜出。此次新协议将使国防部同样享受甲骨文云端服务的折扣优惠。 甲骨文联合创始人La ...

Core Viewpoint - In the rapidly growing artificial intelligence (AI) sector, identifying undervalued stocks can be achieved by analyzing price/earnings-to-growth (PEG) ratios rather than just price-to-earnings (P/E) ratios [1][2] Group 1: Investment Opportunities in AI Stocks - Stocks with PEGs under 1 are generally considered undervalued, with notable mentions including Advanced Micro Devices (AMD), Broadcom, Salesforce, Nvidia, and Adobe [2] - Advanced Micro Devices (AMD) has a forward PEG of 0.2, with a 36% revenue increase last quarter to $7.44 billion, driven by a 57% surge in data center segment revenue to $3.7 billion [5][6] - Broadcom has a forward PEG of 0.4, reporting a 25% revenue increase to $14.9 billion, primarily due to a 70% rise in networking revenue, and is expanding into custom AI chips [9][10] - Salesforce has a forward PEG of 0.5, with its Data Cloud annual recurring revenue (ARR) increasing by 120% year over year to over $1 billion, and its Agentforce platform reaching ARR of $100 million shortly after launch [13][14] - Nvidia, a leading AI growth stock, has a forward PEG of 0.7, with data center revenue growing ninefold over two years and maintaining a 92% market share in the GPU space [16][17] - Adobe, with a forward PEG of 0.8, is categorized as growth at a reasonable price (GARP), utilizing AI to enhance its creative software solutions and maintain steady revenue growth [19][20] Group 2: Market Dynamics and Future Growth - AMD's growth is expected to accelerate as the AI market shifts from training to inference, which is anticipated to be a larger market opportunity [7][8] - Broadcom's custom AI chip market opportunity is projected to be between $60 billion to $90 billion by fiscal year 2027, indicating significant growth potential [10] - Salesforce aims to integrate its Data Cloud and Agentforce with existing applications to enhance customer satisfaction and drive adoption [15] - Nvidia's continued demand for its latest chips positions it well for future growth in the AI data center buildout [18] - Adobe's AI initiatives, particularly the Firefly generative AI model, are expected to support its revenue growth moving forward [21]

Key Takeaways LVO reported a Q4 GAAP loss of $0.08 per share on $19.3M revenue, down 37.8% year over year. The Audio division posted a record $108.9M revenue and $18.2M adjusted EBITDA for fiscal 2025. LVO's user base surpassed 1.45M, fueled by Tesla partnership and strong audience engagement.LiveOne, Inc. (LVO) incurred a fourth-quarter fiscal 2025 GAAP loss of 8 cents per share compared with a loss of 3 cents a year ago. The Zacks Consensus Estimate was pegged at a loss of 5 cents per share.Quarterly re ...

- Audio Division (Slacker Radio and PodcastOne): - Fiscal 2025 Record Revenue: $108.9M (beat guidance by $2.9M) - Fiscal 2025 Record Adjusted EBITDA*: $18.2M (beat guidance by 51+% or $6.2M) - Fiscal 2025 Consolidated Revenue: $114.4M (beat guidance by $2.4M) - Company will host a conference call and webcast on June 26, 2025, to discuss earnings and current B2B partnerships, including Tesla LOS ANGELES, June 18, 2025 (GLOBE NEWSWIRE) -- LiveOne (Nasdaq: LVO), an award-winning, creator-first, music, entertai ...

在 AI 驱动的 SaaS 软件新时代，数据治理不再是辅助功能，而是与工作流编排、权限体系并列的"平台核心"。Informatica 的加 入，不只是一次战术收购，更是一次对 SaaS 平台能力的结构性补强。未来的竞争，不是单点 AI 功能之间的比拼，而是谁能 将 AI 深度嵌入在企业运行逻辑中，构建一个"可信、可控、可持续"的智能系统。 在人工智能掀起的企业级革命浪潮中，Salesforce 又一次出手了。 2025 年 5 月底，硅谷传来一笔重磅交易：企业软件巨头 Salesforce 正式宣布，将以约 80 亿美元收购数据管理平台 Informatica。 在这种背景下，Salesforce 这笔交易的信号非常明确：AI 竞争，进入数据战阶段，而数据治理不是可选项，而是决定性门槛。 当 Salesforce 将它纳入麾下，一个关于"如何让 AI 有组织地进驻企业核心流程"的想象空间，也随之打开。 在这场收购公布后的 24 小时内，Informatica 的股价上涨了 11%，而 Salesforce 的股价几乎未变。市场的反应耐人寻味，一方 面是对数据治理价值的认同，另一方面也反映了对 Salesfor ...

Salesforce Inc. 正在上调多款产品的价格，成为最新一家整合人工智能（AI）技术并调整成本结构的软 件制造商。6月17日，该公司在一份声明中表示，8月份主要产品线的标价将平均上涨6%。办公通讯工 具Slack的价格也将上涨。Salesforce在声明中表示："这些涨价反映了我们产品持续的重大创新和为客户 带来的价值。"这家客户管理软件巨头上一次涨价是在2023年，在此之前已有七年未涨价。 ...

Core Viewpoint - LiveOne is set to announce preliminary financial results for FY25 on June 18, 2025, highlighting its focus on creator-first music and entertainment experiences [1] Company Overview - LiveOne, headquartered in Los Angeles, is a music, entertainment, and technology platform that offers premium experiences through memberships and events [3] - The company operates several subsidiaries, including Slacker, PodcastOne, and LiveXLive, and is accessible on various platforms such as iOS, Android, and Roku [3] Financial Performance - LiveOne reaffirms audio revenue of over $108 million and adjusted EBITDA of over $16 million for FY25 [5] - The company has improved efficiency by leveraging AI technology, launching over 25 new radio stations, and reducing Slacker's staff by one-third, achieving an additional $1.3 million in cost savings [5] Strategic Focus - The integration of AI is aimed at scaling and personalizing programming while maintaining human-centered curation and storytelling [2]