Internet of Things (IoT)
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Silicon Laboratories(SLAB) - 2025 Q3 - Earnings Call Transcript
2025-11-04 22:30
Silicon Laboratories (NasdaqGS:SLAB) Q3 2025 Earnings Call November 04, 2025 08:30 AM ET Speaker5My name is Dee Dee, and I will be your conference operator today. Welcome to the Silicon Laboratories third quarter fiscal 2025 conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advis ...
1GLOBAL Partners with RADCOM for AI-Driven Assurance To Elevate Global Customer Experiences
Prnewswire· 2025-11-04 20:00
Accessibility StatementSkip Navigation TEL AVIV, Israel, Nov. 4, 2025 /PRNewswire/ -- RADCOM Ltd. (NASDAQ: RDCM)Â announced today that it has signed a multi-year agreement with 1GLOBAL to deploy RADCOM ACE, its cutting-edge assurance solution designed to optimize network operations and deliver next-generation, AI-powered assurance. 1GLOBAL is a technology-driven global mobile communications provider that delivers seamless compliance and connectivity solutions to leading global financial institutions, multin ...
Sequans Communications Preliminary Third Quarter 2025 Financial Results
Newsfile· 2025-11-04 19:05
公司财务业绩摘要 - 2025年第三季度营收为430万美元 环比下降47.3% 同比下降57.5% [2][4] - 2025年第三季度毛利润为180万美元 毛利率为40.9% 低于第二季度的64.4%和去年同期的82.5% [2][6] - 2025年第三季度运营亏损2040万美元 净亏损670万美元 每股ADS亏损0.48美元 [2][7][8] 比特币资产与债务管理 - 截至2025年9月30日 公司持有3234枚比特币 市场价值为3.656亿美元 [11] - 公司利用部分比特币持仓偿还了一半债务 将189万美元可转换债务的抵押品释放了1617枚比特币 [3][11] - 截至公告日 公司已出售970枚释放的比特币 目前总持有量为2264枚比特币 [11] 物联网业务进展 - 三年期营收设计中标渠道在第三季度增加至3亿美元 预计到2026年超过45%的相关项目将进入大规模生产阶段 [3] - 物联网产品业务预计在第四季度加速增长 因对2026年的能见度提高 [3] 现金流与资产负债表 - 截至2025年9月30日 现金及现金等价物为1340万美元 较2025年6月30日的4160万美元减少 [10] - 公司于2025年10月收到了来自2024年高通交易的1000万美元最终付款 该款项未计入三季度现金余额 [10] - 总资产从2024年底的1.065亿美元增至2025年9月30日的4.318亿美元 主要因数字资产增加 [25][26] 非IFRS财务指标 - 2025年第三季度非IFRS净亏损为1100万美元 或每股ADS亏损0.79美元 [9][29] - 非IFRS指标调整项包括数字资产非现金减值820万美元 以及可转换债务嵌入式衍生品公允价值变动2060万美元收益等非现金项目 [9][29]
Vodafone IoT Partners with Iridium to Provide its Customers with NTN NB-IoT Connectivity
Prnewswire· 2025-11-04 16:01
Accessibility StatementSkip Navigation Iridium. NTN Direct satellite connectivity will give Vodafone IoT's customers even more coverage across the planet MCLEAN. Va., Nov. 4, 2025 /PRNewswire/ -- Iridium Communications Inc. (NASDAQ: IRDM), a leading provider of global voice, data, and PNT satellite services, today announced a new partnership with Vodafone IoT to integrate its Iridium NTN Direct service. The new partnership will extend Vodafone IoT's coverage for customers wanting NB-IoT connectivity – meani ...
Datadog: Can AI Drive Growth Higher? (NASDAQ:DDOG)
Seeking Alpha· 2025-11-03 20:09
Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...
Datadog: Can AI Drive Growth Higher?
Seeking Alpha· 2025-11-03 20:09
公司概况 - 公司为全球范围内的客户提供投资咨询服务,客户群体包括高净值个人、公司、协会及机构 [1] - 公司在美国证券交易委员会注册,提供市场与证券研究、商业估值和财富管理等综合服务 [1] - 旗舰宏观基本面量化对冲基金保持多元化投资组合,覆盖数百种跨资产类别、地域、行业和产业的标的 [1] 投资策略 - 采用多层面投资方法,整合自上而下和自下而上分析 [1] - 融合三大核心策略:全球宏观、基本面分析和量化分析 [1] 专业领域 - 核心专业领域集中于颠覆性技术,包括人工智能、云计算、5G、自动驾驶与电动汽车、金融科技、增强与虚拟现实以及物联网 [1]
Drugstore chain DM teams up with VusionGroup for digital shelf platform
Yahoo Finance· 2025-11-03 19:01
German drugstore retailer Drogeriemarkt (DM) has collaborated with French retail digitalisation company VusionGroup to implement the EdgeSense digital shelf platform as part of its digital transformation. VusionGroup's EdgeSense system incorporates centralised communication, localisation and connectivity tools. The system is supported by Internet of Things (IoT), data analytics, computer vision and AI. It is designed to streamline store operations and simplify workflows for staff. The collaboration cur ...
Micron Technology, Inc. (MU) to Stop Supplying Server Chips in China as Recovery Stalls
Yahoo Finance· 2025-11-03 18:31
Micron Technology Inc. (NASDAQ:MU) is one of the best stocks to invest in, according to billionaire D.E. Shaw. On October 17, reports emerged indicating that Micron Technology Inc. (NASDAQ:MU) plans to stop supplying server chips to data centers in China. Micron Technology, Inc. (MU) to Stop Supplying Server Chips in China as Recovery Stalls The decision was reached after the company failed to recover following the Chinese government’s 2023 ban on its products. Micron was the first to come under pressure ...
Has Qualcomm Stock Finally Turned a Corner?
The Motley Fool· 2025-11-02 22:00
The stock trades near its highest point this year after Qualcomm announced its AI accelerators.Qualcomm (QCOM +2.16%) stock surged 11% higher on Oct. 27. Investors again showed interest in the stock after it released its own data center artificial intelligence (AI) chips. Although that move puts it in direct competition with heavyweights like Nvidia and Advanced Micro Devices, demand is such that Qualcomm still could succeed.The problem comes with its stock and how investors must now assess the opportunity. ...
LogicMark, Inc. to Announce Third Quarter 2025 Financial Results on November 12, 2025
Globenewswire· 2025-10-31 04:05
LOUISVILLE, Ky., Oct. 30, 2025 (GLOBE NEWSWIRE) -- LogicMark, Inc. (OTC: LGMK), a provider of emergency response systems, health communications devices, and technology for the growing personal safety and care economy, will release its financial results for the third quarter ended September 30, 2025, after the market close on Wednesday, November 12, 2025. Ms. Chia-Lin Simmons, CEO, and Mr. Mark Archer, CFO, will host a live call and webcast the same day at 1:30 PM (PDT) / 4:30 PM (EDT) to review the results. ...