Key Takeaways GE will supply CF34-8E engines and spares for SkyWest's 60 new Embraer 175 regional jets. The CF34 engine family boasts 209M flight hours, 165M cycles and 99.97% dispatch reliability. SkyWest is now the largest CF34 operator, with over 1,200 GE-powered engines in its active fleet.GE Aerospace (GE) recently secured a contract from SkyWest, Inc. (SKYW) to provide CF34-8E engines plus spares for the latter’s recently ordered 60 Embraer 175 regional jets.GE’s CF34 engine is a proven platform for ...

Key Takeaways Nasdaq shares have gained 45.8% in the past year compared with the industry's growth of 25%. For 2025, NDAQ expects Capital Access Platforms revenue growth in the range of 5% to 8% over the medium term. Nasdaq aims to reach 40-50% SaaS revenues as a percentage of total revenues by 2025.Shares of Nasdaq, Inc. (NDAQ) have gained 45.8% in the past year, outperforming its industry, the Finance sector and the Zacks S&P 500 composite’s growth of 25%, 18.8% and 10.1%, respectively. NDAQ has outperf ...

Key Takeaways CVNA posted 46% retail sales growth and recorded $488M adjusted EBITDA with 11.5% margins last quarter. ABG's Clicklane digital platform sold 51K+ units in 2024, up 13% year over year, supporting its online push. ABG faces SG&A pressure and $250M annual capex, which weigh on margins and near-term free cash flow.Carvana Inc. (CVNA) and Asbury Automotive (ABG) both sell cars, but they take different approaches. Carvana has carved out a name for itself as a digital disruptor, offering a fully o ...

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

公司活动与交流 - 广东上市公司协会组织20余家行业上市公司走进蜂助手，围绕AI人工智能下行业发展趋势与实践经验进行深入交流 [1] - 参会公司参观了蜂助手公司展厅、文化长廊及办公场所，了解公司发展历程及三大业务板块：数字商品综合运营、物联网流量运营及解决方案、云终端技术与算力运营 [1] - 参会公司体验了与生活相关的场景、5G盒子等产品，直观感受5G网络、物联网技术带来的高效与便捷 [1] 蜂助手业务与技术 - 蜂助手从早年的纯服务模式升级为"软件服务 + 实体商品"双轮驱动模式 [1] - 公司的多网融合模组、5G盒子等产品均通过3C认证，体现其科技产品实力 [1] - 蜂助手正在积极推进AI技术与5G、物联网等核心业务间的融合 [1] 行业分析与展望 - 广发证券首席分析师杨琳琳分享《人工智能发展趋势与投资机会》，从大模型趋势、AI算力、AI应用、AI端侧等多个维度剖析AI在3C行业的应用机遇 [2] - 分析结合国内外人工智能技术发展，探讨相关细分行业未来发展趋势及投资机遇 [2] - 各上市公司就主营业务探讨AI技术在各领域的落地路径，并分享发展升级中遇到的技术、市场、资金等问题及应对经验 [2] 协会目标与规划 - 广东上市公司协会旨在搭建企业交流合作平台，强化产业协同，推动3C行业高质量发展 [2] - 未来将围绕上市公司质量提升、市值提升、形象提升组织开展系列培训交流活动 [2] - 协会计划充分发挥桥梁纽带作用，助力上市公司高质量发展 [2]

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Key Takeaways CYBR's subscription ARR grew 65% year over year to $1.03B, now 85% of total ARR in Q1 FY25. Cross-selling wins like PKI and Venafi deals drove larger, stickier subscription contracts. Our model projects subscription ARR to rise 26% in 2025 as multi-solution adoption gains momentum.CyberArk (CYBR) reported strong subscription growth in the first quarter of fiscal 2025. Subscription annual recurring revenues (ARR) crossed $1.03 billion, up 65% from a year ago. Net new subscription ARR was $51 ...

Key Takeaways RH plans six new design galleries in 2025, including major global openings in Paris and Montreal. International demand surged 60% in RH Munich and RH Dusseldorf, boosting confidence in European expansion. RH trades at 16.34x forward P/E, a discount to WSM, despite projected FY25 EPS growth of nearly 100%.RH (RH) , previously known as Restoration Hardware, is currently undertaking several in-house initiatives to enhance its revenue visibility and profitability prospects amid an uncertain macr ...

Key Takeaways LLY stock is down 15.7% in a year due to earnings miss, guidance cut and Novo Nordisk's rising momentum. Mounjaro and Zepbound now drive 48% of LLY's revenues, fueled by global launches and improving supply. LLY expects 2025 revenues of $58B to $61B, backed by new drugs.Eli Lilly and Company’s (LLY) stock has declined 15.7% in the past year. The first-quarter earnings miss, guidance cut and some positive developments at rival Novo Nordisk (NVO) were the primary reasons for the dip. The uncer ...

Key Takeaways Globe Life shares have gained 41.5% in the past year compared with the industry's growth of 24.2%. GL targets a 300% to 320% consolidated RBC ratio for 2025, supporting financial strength. The American Income and Liberty National divisions are expected to fuel future top-line growth.Globe Life Inc. (GL) shares are trading at a discount compared with the Zacks Accident and Health Insurance industry. Its forward price-to-earnings multiple of 8.22X is lower than the industry average of 12.27X, ...