Key Takeaways HII's Q2 revenues are projected to decline 1.6% year over year to $2.93 billion.Lower sales from key programs are expected to impact all three HII business segments.HII's Q2 EPS estimate of $3.23 marks a 26.3% drop from the prior-year quarter. Huntington Ingalls Industries, Inc. ((HII) is scheduled to release second-quarter 2025 earnings on July 31, 2025, before market open.The company has a four-quarter average negative earnings surprise of 4.20%.Dismal sales growth expectations, along with w ...

Privacy tools aren't just theory — They're live.ZKP2P, Fluidkey, Railgun, and Veil let us get funds onchain, manage them securely, earn yield, and transfer between wallets — all in private.Here’s a walkthrough of how to actually use them.👇~~ Guide by @davewardonline ~~1️⃣ Onramping PrivatelyMost onramps require KYC, linking your identity to wallets forever. These alternatives bypass that with novel verification or stealth infrastructure.➢ @zkp2p — ZKP2P uses zero-knowledge proofs to match buyers and sellers ...

Company Overview - Axon Enterprise, Inc. (AXON) is focusing on strategic collaborations to expand its drone offerings and customer base, including a partnership with Skydio to introduce a comprehensive line of drones for public safety [1][8] - The partnership includes autonomous drones, onsite docking stations, and integrated flight control solutions from Skydio, along with Axon's real-time operations and evidence management solutions [2] Recent Developments - In October 2024, Axon acquired Dedrone, enhancing its capabilities in airspace security and improving response to drone threats [3] - Axon continues to invest in DroneSense, a leading provider of drone software, further strengthening its ecosystem [3] Market Demand - The demand for advanced public safety technologies is expected to remain strong due to increasing instances of terrorism and criminal activities globally, which supports ongoing demand for Axon's drone equipment [4] Peer Performance - Woodward, Inc.'s Industrial segment reported a decline in net sales by 4.7% year over year, primarily due to lower on-highway volume in China [5] - Teledyne Technologies' Digital Imaging segment saw a revenue increase of 2.2% year over year, driven by higher demand for commercial infrared imaging components and surveillance systems [6] Financial Performance - Axon's shares have gained 130.2% over the past year, outperforming the industry's growth of 47.5% [7] - The company is currently trading at a forward price-to-earnings ratio of 99.45X, significantly above the industry average of 51.68X [10] Earnings Estimates - The Zacks Consensus Estimate for Axon's 2025 earnings has increased slightly over the past 30 days, indicating positive sentiment [12] - Current earnings estimates for the upcoming quarters and years are as follows: Q2 2025 at $1.54, Q3 2025 at $1.54, FY 2025 at $6.35, and FY 2026 at $7.98 [13]

Core Viewpoint Teledyne Technologies is expected to report strong second-quarter 2025 results, with revenue and earnings growth driven by improved sales across all business segments, including Digital Imaging, Instrumentation, Aerospace & Defense Electronics, and Engineered Systems [1][6][7]. Group 1: Revenue Expectations - Teledyne Technologies is projected to post second-quarter revenue of $1.47 billion, reflecting a year-over-year increase of 7.1% [8]. - The Digital Imaging segment's revenues are estimated at $756.5 million, indicating a year-over-year growth of 2.3% [2]. - The Instrumentation segment is expected to generate revenues of $358.5 million, representing a year-over-year rise of 7.5% [3]. - The Aerospace & Defense Electronics unit's revenues are projected at $240.9 million, implying a significant growth of 23.9% compared to the previous year [4]. - Engineered Systems' revenues are estimated at $110.2 million, showing a rise of 3.2% from the year-ago quarter [5]. Group 2: Earnings Expectations - The consensus estimate for second-quarter earnings per share (EPS) is pegged at $5.01, indicating a growth of 9.4% from the prior-year figure [8]. - Positive synergies from the acquisitions of Micropac and Qioptiq are expected to contribute favorably to Teledyne's earnings performance [6][7]. Group 3: Market Position and Predictions - Teledyne Technologies has delivered a four-quarter earnings surprise of 2.69% on average, suggesting a history of exceeding earnings expectations [1]. - The company currently holds a Zacks Rank of 4 (Sell), indicating a less favorable outlook compared to peers [10]. - The Earnings ESP for Teledyne is +1.22%, but the model does not predict a definitive earnings beat this time [9].

Regulatory Landscape - U S House advances crypto bills, indicating a push to define market rules as adoption accelerates [1][4] - The GENIUS Act, aimed at regulating stablecoins, mandates full reserves for issuers and outlines audit standards [1] - The Clarity Act proposes separating crypto market oversight between the SEC and CFTC [2] - The Anti-CBDC Surveillance State Act, a GOP-backed effort, aims to ban the Fed from issuing a central bank digital currency to the public [2] Political Dynamics - House voted 215-211 to move forward with crypto bills [1] - House Democrats denounced the bills as dangerous giveaways to the crypto industry [2] - GOP aims to pass the package before the August recess [3] Legislative Progress - The GENIUS Act passed the Senate earlier this month and is on track to reach President Trump's desk by week's end [2] - If GENIUS passes the House, it goes to Trump for signature; Clarity and the Anti-CBDC bill still face hurdles in the Senate [3]

274% Year-Over-Year Growth in First-Half Contracts Highlights Accelerating Adoption of AI-Powered Security and Strong Market Momentum we caution you against relying on any of these forward-looking statements. Factors that could cause or contribute to such differences include the risks and uncertainties discussed in the reports that the Company has filed with the SEC, such as its Annual Report on Form 10-K. Actual outcomes and results may differ materially from what is expressed in any forward-looking statem ...

Flash | 29 Jun 2025 17:21:37 ET │ 10 pages Hangzhou Hikvision Digital Technology (002415.SZ) Kyna WongAC +852-2868-7820 kyna.wong@citi.com Canada Gov't's Ban on Local Operation; Limited Rev Impact Likely CITI'S TAKE As per UDN, 28-June, Canada's gov't requested Hikvision to cease its operation in Canada due to national security reasons while Canada's gov't also forbid gov't departments, institutions and SoEs to procure or use any product from Hikvision, and will also ensure the existing products from Hikvis ...

Core Insights - Cloudastructure, Inc. is a leader in AI surveillance and remote guarding solutions, as highlighted by CEO James McCormick during an interview on "The Big Biz Show" [1][2] - The company emphasizes the integration of AI in its security solutions, which enhances the overall effectiveness and efficiency of security measures [2] - Cloudastructure's platform offers a scalable cloud-based architecture with advanced AI/ML analytics, enabling real-time situational awareness and proactive security [5] Company Overview - Cloudastructure is headquartered in Palo Alto, California, and provides a cloud video surveillance platform that does not require proprietary hardware [5] - The company offers contract-free, month-to-month pricing and unlimited 24/7 support, making it an attractive option for enterprise businesses [5] - Cloudastructure claims that its solutions can achieve up to a 75% lower Total Cost of Ownership compared to other security systems [5] Media Presence - The interview with CEO James McCormick aired on various platforms, including cable TV, streaming services, and radio, reaching an audience in 175 countries [2] - The Big Biz Show is recognized as an Emmy Award-winning program, hosted by Bob "Sully" Sullivan, which adds credibility to the company's media presence [4]

Core Viewpoint - Lantronix Inc. has entered into a cooperation agreement with Chain of Lakes Investment Fund LLC and other stockholders, leading to the appointment of Jim Auker to the Board of Directors, aimed at enhancing shareholder value [1][2]. Company Overview - Lantronix Inc. is a global leader in compute and connectivity IoT solutions, focusing on high-growth industries such as Smart Cities, Automotive, and Enterprise [3]. - The company's offerings include Intelligent Substations infrastructure, Infotainment systems, and Video Surveillance, along with advanced Out-of-Band Management for Cloud and Edge Computing [3]. Strategic Developments - The cooperation agreement reflects Lantronix's commitment to maximizing shareholder value and includes customary standstill and voting commitments from Chain of Lakes and its representatives [2]. - The appointment of Jim Auker is expected to provide valuable insights and guidance as the company continues to pursue its strategic priorities [2].

Core Insights - Maris-Tech Ltd. has received a $100,000 purchase order for a new surveillance solution aimed at the defense sector, marking its entry into a new market segment [1][2][3] - The new solution will utilize the Company's Jupiter-AI edge technology and will be integrated into an advanced military surveillance system for real-time threat detection and monitoring [2][3] - The CEO of Maris-Tech emphasized that this order reflects growing market confidence in the Company's capabilities and represents a significant step into the defense industry [3] Company Overview - Maris-Tech is recognized as a global leader in video and AI-based edge computing technology, specializing in intelligent video transmission solutions [3] - The Company offers lightweight, low-power products that provide high-performance capabilities, including raw data processing and AI-driven analytics, serving various sectors such as defense, aerospace, and homeland security [3]