来源：环球市场播报 AppLovin（APP）周三尾盘下跌2.9%。券商Wedbush指出其合作伙伴Unity（U）正在实现扭亏为盈，同 时认为AppLovin在移动广告领域占据主导地位。 AppLovin与Unity两家公司关系密切，Unity是一个帮助创作者将灵感转化为实时3D内容的领先平台， AppLovin则为Unity开发者提供广告和营销支持，以促进其应用的商业化和用户获取。 ...

Joining me now in a CNBC exclusive, Convault CEO Sanjay Merchandonni. Sanjay, I want to talk to you about your news today and your outlook for 2026. But first, we haven't spoken on air since earnings.So, uh, tell us about this shift in term duration. What's happening beneath the surface with your subscription revenues. >> Hey, John.Yeah, we haven't spoken in a few weeks, but um you know what what what what is happening essentially is that we had a bit of a mix shift between our term license or software and ...

Company Overview - Precision Optics (POCI) is a vertically integrated optics company focused on micro-optics and imaging technologies for the healthcare and defense/aerospace industries[7] - The company's business model involves close collaboration with medical device and defense companies from the early design stages through manufacturing[13, 14] - The company has launched Unity CMOS Imaging Platform to drive growth in development pipeline[11] Financial Performance - The company's revenue has grown from $3.9 million in 2016 to $19.1 million in 2024[51] - The company's gross margin was 30.3% in 2024[54] - The company's adjusted EBITDA was -$1.55 million in 2024[57] Recent Orders and Backlog - The company announced a $9 million production order in May 2024 for a single-use cystoscopy program[47] - The company has minimum purchase commitments of nearly $4 million per year through calendar year 2026 for a top tier aerospace program[47] - The company's current customer program backlog is $6.6 million, expected to be delivered over the next 12 months (as of April 2025)[47] Growth Strategy - The company aims to continue and expand production lines for record backlog, especially for two recent large programs[48] - The company intends to advance pipeline projects to commercialization and expand the pipeline with new development programs leveraging the Unity Platform[48]