DarioHealth (DRIO) Q2 2025 Earnings Call August 12, 2025 08:30 AM ET Speaker0morning, ladies and gentlemen, and welcome to the DarioHealth Second Quarter twenty twenty five Results Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Tuesday, 08/12/2025. I would now like to turn the conference over to Zoe Harrison, VP, Accounting and Corporate Development.Please go ahead.Speaker1Thank you, ...

NET Power (NPWR) Q2 2025 Earnings Call August 12, 2025 08:30 AM ET Speaker0Greetings, and welcome to the Net Power Incorporated Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce Bryce Mendez, Director, Investor Relations.Please go ahead.Speaker1Thank you. Good morning, everyone, and welcome to NetPower ...

Most investors would be wary of buying into a company that has yet to reach net profitability, though sometimes the macro narrative and the company-specific developments warrant a second look at some upside potential in this story. Today, one stock in the basic materials sector fits that description for several reasons. MP Materials TodayMPMP Materials$72.71 -1.61 (-2.16%) 52-Week Range$11.08▼$82.50Price Target$60.63Add to WatchlistMP Materials Corp. NYSE: MP shares are trading near their 52-week highs for ...

BigBear.ai Holdings, Inc. (NYSE: BBAI ) Q2 2025 earnings are out, and investors weren't at all pleased. The stock had been on quite the run this quarter, hitting the top side of the $8 range. After earnings, theI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d lik ...

Miami, FL, Aug. 12, 2025 (GLOBE NEWSWIRE) -- ONAR Holding Corporation (OTCQB: ONAR), a fast-growing marketing technology company and global network of performance-driven agencies, today issued a corporate update summarizing recent milestones and spotlighting the Company’s newly appointed directors whose careers span leadership across global holding companies, creative shops, and AI-powered innovation. Recent Milestones: Appointed Scott Kauffman (former Chairman & CEO, MDC Partners) as Chairman of the Board, ...

Perion Network (PERI) FY Conference August 12, 2025 08:00 AM ET Speaker0Can I get started? Good morning, everyone, and welcome to the first session of the day. I'm Maria Ripps, Internet analyst here at Canaccord Genuity, and I'm joined today by my colleague, Matt Weber. And it's our pleasure to introduce Tal Jakobson, Current's CEO. Tal, thank you so much for joining us today.Speaker1Thank you for having me.Speaker0Awesome. Maybe just to start, your company went through quite a transformation over the past ...

- 10-hour runtime and true hands-free operation set new performance standard for full-shift warehouse usage ROCHESTER, N.Y., Aug. 12, 2025 /PRNewswire/ -- Vuzix® Corporation (NASDAQ: VUZI), ("Vuzix" or, the "Company"), a leading supplier of AI-powered smart glasses, waveguides and Augmented Reality (AR) technologies, today announced Vuzix LX1™ smart glasses,  a purpose-built ruggedized solution for hands-free operation in the warehouse that can support a single shift on one charge. The LX1, which was design ...

Timed for Peak Football Season to Maximize EngagementIRVINE, Calif., Aug. 12, 2025 (GLOBE NEWSWIRE) -- via IBN -- ECGI Holdings Inc. (OTC: ECGI), a diversified holding company focused on high-upside opportunities in transformative markets, is excited to share major upcoming milestones for its portfolio company, Payday Fantasy, a next-generation fantasy sports platform positioned to capture share in one of the fastest-growing segments of the sports entertainment industry. Payday Fantasy expects to go live wi ...

BOCA RATON, Fla., Aug. 12, 2025 (GLOBE NEWSWIRE) -- Vocodia Holdings Corp. (OTC:VHAI), a leading developer of advanced AI-driven voice solutions, has demonstrated its ability to outperform traditional sales teams by helping men’s wellness brand Maxoderm achieve higher revenue per call than its American-based human call center. After evaluating several AI platforms, Maxoderm chose Vocodia for its proven performance in real-world sales environments. The results exceeded expectations, with Vocodia’s digital vo ...

行业投资评级 - 全球AIDC资本开支高增长驱动行业需求高景气，2025年全球数据中心总装机量有望突破100GW，2024-2030年CAGR在中性/乐观假设下分别为15%/21% [2][18] - AI服务器电源市场2030年规模预计达1470亿元，2024-2030年CAGR约42% [69][89] - UPS+HVDC电源市场2030年规模预计达996亿元，2024-2030年CAGR约50% [68] 核心观点 技术演进方向 - 供电系统从传统UPS向240/336V HVDC→800V/±400V HVDC→固态变压器(SST)迭代，效率提升至98%+ [35][36][61] - 服务器电源功率密度持续突破，5.5kW随GB200放量，8-12kW产品适配下一代Rubin架构 [69][77] - 超容/BBU从选配转向标配，21700电芯和EDLC/HIB超容技术加速渗透 [96][100] 市场增长驱动力 - 云厂商资本开支激增：阿里25-27年计划投入3800亿元，亚马逊/微软/谷歌25年指引分别达930/800/850亿美元 [17] - 单机柜功率密度跃升：GB200机柜达120kW，较H100提升3倍，驱动配电设备价值量增长 [74][121] - 电气设备占数据中心CAPEX 36%，其中UPS/HVDC占比超60% [28] 细分领域总结 供电电源 - HVDC渗透率从2024年10%提升至2030年82%，800V架构将带动单价从0.6元/W升至1.5元/W [67][53] - 国内中恒电气主导240/336V标准，禾望/良信布局800V配套产品 [49][56] - SST产业化加速，中国西电2MVA产品已商用，成本接近传统方案 [63][65] 服务器电源 - 功率密度从3.3kW向12kW演进，SiC/GaN器件应用提升效率至98% [85][87] - 台达全球市占率超50%，大陆仅麦格米特进入英伟达供应链，替代空间显著 [81] - 高功率电源利润率提升，5.5kW产品毛利率较2kW高5-10pct [77] 增量市场 - BBU市场规模2031年预计达166亿美元，蔚蓝锂芯21700电芯送样台达/亚马逊 [107] - 超容随GB300放量，2030年市场规模310亿元，江海股份技术对标日本武藏 [100][123] - APF（有源滤波器）市场2027年达11.7亿元，盛弘股份推出SiC机型 [112] 配套设备 - 固态直流断路器价值量为交流产品2-3倍，良信股份合作维谛开发800V方案 [117][120] - 母线槽替代线缆趋势明确，威腾电气1250A直流母线已量产 [174] - 移相变压器需求增长，新特电气2MW SST样机通过认证 [184] 重点公司布局 - **麦格米特**：大陆唯一英伟达服务器电源供应商，5.5kW产品25H2放量 [129] - **中恒电气**：主导国内HVDC标准，阿里/腾讯核心供应商 [138] - **江海股份**：超容方案通过GB300验证，成本优势显著 [156] - **良信股份**：直流断路器国产替代先锋，定制化能力突出 [169] - **四方股份**：SST技术领先，参与东数西算项目 [65]