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Coupang(CPNG) - 2025 Q3 - Earnings Call Transcript
2025-11-05 07:30
Coupang (NYSE:CPNG) Q3 2025 Earnings Call November 04, 2025 05:30 PM ET Speaker6Hello, everyone. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome everyone to the Coupang 2025 Third Quarter Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number five o ...
Axon(AXON) - 2025 Q3 - Earnings Call Transcript
2025-11-05 07:00
Axon Enterprise (NasdaqGS:AXON) Q3 2025 Earnings Call November 04, 2025 05:00 PM ET Speaker6Executive team today. We hope you've had a chance to read our shareholder letter released after the market closed, which you can find at investor.axon.com. Our remarks today are meant to build upon that letter. During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our expectations as of today and are not guarantees of future performance. All forward-lo ...
Epiroc (OTCPK:EPOA.Y) 2025 Conference Transcript
2025-11-04 23:32
Epiroc (OTCPK:EPOA.Y) 2025 Conference November 04, 2025 09:30 AM ET Company ParticipantsAlexander Apell - Investor Relations OfficerKarin Larsson - VP and Head of Investor Relations and MediaZafar Aziz - DirectorKarin LarssonA warm welcome to this Epiroc presentation. Thank you.Zafar AzizHello and welcome to Deutsche Bank's Virtual Investor Conference, DBVIC. This is Zafar Aziz from the Deutsche Bank team. I'm pleased to welcome our next presentation by Epiroc from Sweden. Before I introduce our speaker, a ...
Behind the wave of white-collar layoffs: Old-school cost cutting, tariffs and, yes, AI
CNBC· 2025-11-04 21:16
In this articleTGTUPSAMZNwatch nowCorporate America is getting rocked by historic rounds of white-collar layoffs, leading some to wonder: Has AI finally come for their jobs?While the proliferation of generative and agentic artificial intelligence is playing a role, recent job cut announcements from companies like Amazon, UPS and Target are about a lot more than just the advance of new technology. The firms, which each announced layoffs in recent weeks totaling more than 60,000 roles eliminated this year, sa ...
Descartes' Study Finds 67% of Freight Forwarders and Customs Brokers View Technology as Fundamental to Growth
Globenewswire· 2025-11-04 19:45
Automation and AI emerge as critical differentiators for logistics services providers facing global instability, tariff volatility and cost pressures LONDON and ATLANTA, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced the results of its Global Forwarder/Broker Benchmark Study of more than 400 companies, highlighting a logistics industry navigating global uncertainty and technological opportu ...
Descartes’ Study Finds 67% of Freight Forwarders and Customs Brokers View Technology as Fundamental to Growth
Globenewswire· 2025-11-04 19:45
Automation and AI emerge as critical differentiators for logistics services providers facing global instability, tariff volatility and cost pressures LONDON and ATLANTA, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced the results of its Global Forwarder/Broker Benchmark Study of more than 400 companies, highlighting a logistics industry navigating global uncertainty and technological opportu ...
ESAB Corporation: Visible Path For Accelerated Growth And Margin Expansion (Rating Upgrade)
Seeking Alpha· 2025-11-03 20:12
I had a hold rating for ESAB Corporation ( ESAB ) previously, as I thought the timing for Mexican recovery would continue to weigh on the stock despite the visible rebound in automation ahead. I am upgradingI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment ...
Interactive Brokers Is Quietly Building the Most Efficient Brokerage Platform in the World
The Motley Fool· 2025-11-03 08:50
Interactive Brokers isn't chasing headlines -- it's building a global machine for the next generation of investors. In a financial services market dominated by hype-driven fintech names, few companies embody quiet execution so well as Interactive Brokers (IBKR +2.70%). While others chase user growth with slick apps and zero-commission marketing, Interactive Brokers has spent decades doing something far more durable: automating the entire brokerage experience.That discipline has turned it into one of the mos ...
HD Hyundai and Siemens Accelerate Modernization of U.S. Shipbuilding with Smart Technology
Prnewswire· 2025-11-02 08:00
合作概述 - HD Hyundai与德国西门子签署谅解备忘录 旨在推动美国造船业的振兴和现代化 [1][2] - 合作旨在通过提升设计质量、最小化生产风险、提高质量和降低成本来增强美国造船业的整体竞争力 [2] - 此次合作是公司推进“让美国造船业再次伟大”倡议的一部分 已与美国亨廷顿英格尔斯工业公司和爱迪生 Chouest Offshore等主要企业建立战略伙伴关系 [7] 技术合作与创新 - 合作将推动造船业逐步技术创新 包括推进船舶设计数字化、自动化分段装配和安装流程 以及通过数据驱动解决方案优化生产、质量和流程管理 [3] - 自2023年以来 双方一直在共同开发一个制造创新平台 该平台在一个数字生态系统内整合从设计到生产的数据 实现虚拟仿真 减少试错并得出优化结果 [5] - 合作预计将加速美国船厂的智能化转型 通过质量和成本改善以及最小化生产风险来提升造船竞争力 [6] 人才培养与专业发展 - 双方将联合开发专业培训计划以培养造船熟练专家 HD Hyundai计划向美国超过30个西门子培训设施派遣讲师 提供面向现场的实践教育 [4] - 基于与密歇根大学和麻省理工学院等顶尖大学的现有学术合作 HD Hyundai还计划开发工程、数字设计和流程自动化方面的专业课程 [4][7] - 公司也在与首尔国立大学、密歇根大学和麻省理工学院等领先大学共同推动劳动力发展计划 [7] 战略意义与行业影响 - 公司高管指出 通过数字和自动化技术最大化生产效率是美国造船业重建的关键 双方积累的技术和能力将为美国造船业创造新机遇 [7] - 造船公司与IT公司之间的合作将成为美国造船业数字创新的催化剂 [8] - 合作被视为结合数字和自动化技术建设智能船厂并加强造船能力的关键举措 [8]
Why Amazon Stock Surged to an All-Time High Today
The Motley Fool· 2025-11-01 05:47
The online retail giant intends to remain a powerful force in the AI race.Shares of Amazon (AMZN +9.58%) jumped nearly 10% on Friday after the e-commerce juggernaut said growth was accelerating in its lucrative cloud computing business. Cloud gains are fueling Amazon's profit growthAmazon's third-quarter sales grew by 13% to $180 billion. The company's cloud infrastructure platform, Amazon Web Services (AWS), saw its sales rise by 20% to $33 billion, a notable increase from the 17.5% growth it delivered in ...