CGI (GIB) Q3 2025 Earnings Call July 30, 2025 09:00 AM ET Company ParticipantsKevin Linder - SVP - IRSteve Perron - Executive VP & CFOFrançois Boulanger - President, CEO & DirectorDivya Goyal - Director - Equity Research - Technology, Software & ServicesThanos Moschopoulos - Managing Director - Equity ResearchSuthan Sukumar - Managing DirectorConference Call ParticipantsSurinder Thind - Equity Research AnalystJérome Dubreuil - VP & Research Analyst - Telecom, Media & TechnologyRichard Tse - Managing Directo ...

CGI (GIB) Q3 2025 Earnings Call July 30, 2025 09:00 AM ET Speaker0Good morning, ladies and gentlemen. Welcome to CGI's Third Quarter Fiscal twenty twenty five Conference Call. I would now like to turn the meeting over to Mr. Kevin Linder, SVP of Investor Relations. Go ahead, Mr.Linder.Speaker1Thank you, Joelle, and good morning. With me to discuss CGI's third quarter fiscal twenty twenty five results are Francois Belanger, our President and CEO and Steve Perron, Executive Vice President and CFO. This call i ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

财务数据和关键指标变化 - 第二季度合并GMS为28亿美元 同比下降48% 剔除Reverb后GMS为27亿美元 同比下降26% [25] - 合并收入增长约4%至673亿美元 调整后EBITDA为169亿美元 利润率251% [26] - Etsy市场GMS同比下降54% 较第一季度35个百分点的改善 [6][27] - Depop GMS同比增长35% 年化GMV达10亿美元 美国市场增长54% [7] - 活跃买家8730万 同比下降46% 但月度GMS/买家在5月和6月实现同比正增长 [28] - 应用端GMS占比提升至448% 同比增加3个百分点 [29] 各条业务线数据和关键指标变化 - Etsy市场GMS同比下降54% 但趋势逐月改善 [27] - Depop表现亮眼 GMS同比增长35% 美国市场增长54% [7] - 服务收入增长153% 主要来自站内广告业务增长 [32] - 支付业务收入增长 推动市场收入仅下降05% [31] - 礼品、个性化商品、婚礼和复古品类表现优于整体GMS [30] 各个市场数据和关键指标变化 - 美国市场Depop增长54% 成为时尚转售领域增长最快的平台 [7] - 国际业务受益于有利的外汇比较 FX对GMS带来90个基点的正面影响 [27] - 在英国测试新的Google购物列表细分策略 [35] 公司战略和发展方向和行业竞争 - 战略重心转向提升整体客户体验 打造"购物飞轮" [5] - 应用端体验显著改善 引入多项新功能提升浏览体验 [9] - 40%的邮件和推送通知已实现个性化 年底目标接近100% [11] - 调整品牌媒体组合 减少线性有线电视投资 增加OTT和数字视频 [16] - 在AI代理购物领域积极布局 Etsy已成为聊天机器人流量主要接收方之一 [12] - 重新聚焦四大优先事项：发现渠道、机器学习匹配、客户保留、人文连接 [14] 管理层对经营环境和未来前景的评论 - 观察到消费者支出在5月和6月趋于稳定 [49] - 高收入家庭支出略好于低收入家庭 但两者均有所改善 [71] - 预计第三季度GMS将进一步改善 中点指引显示同比降幅收窄至19% [124] - 对核心Etsy业务保持高20%的调整后EBITDA利润率目标 [39] 其他重要信息 - 完成Reverb出售交易 影响同比比较 [25] - 任命Peter Semple为Depop永久CEO [8] - 第二季度回购335亿美元股票 [37] - 持有15亿美元现金和30亿美元可转换债务 [37] 问答环节所有的提问和回答 关于GMS改善驱动因素 - 应用体验改善、自有渠道个性化、加大付费社交投入、PLA技术进步是主要驱动力 [48] - 外部因素包括部分竞争对手退出Google拍卖和消费支出稳定 [49] 关于利润率 - 核心Etsy业务目标维持高20%的EBITDA利润率 短期投资不影响长期盈利前景 [50][51] 关于应用战略 - 应用用户LTV更高 正逐步引导用户从移动网页转向应用 [62][64] - 新应用用户初期消费较低 但长期价值更高 [114] 关于个性化沟通 - 个性化标题和内容推动打开率提升 年底目标实现近乎100%个性化 [80] - 正在开发更先进的基于LLM的个性化推荐系统 [82] 关于营销支出 - Q2增加主要来自Google PLA机会性投资和付费社交扩张 [94] - Q3将加速Depop品牌知名度投资 但回报周期较长 [97] 关于Etsy Insider计划 - 测试显示能有效提高用户频率和考虑度 正在优化经济模型 [109] - 新版本将扩展至顶级买家 测试免费送货等福利 [110] 关于AI和代理购物 - Etsy独特库存使其在代理购物时代具有优势 [132] - 正在与主要AI平台合作确保Etsy内容被优先推荐 [134] 关于付费社交 - AI生成内容帮助克服库存深度不足的限制 提升广告效果 [136] - 正在开发更智能的个性化落地页体验 [137]

Verisk Analytics (VRSK) Q2 2025 Earnings Call July 30, 2025 08:30 AM ET Speaker0Good day, everyone, and welcome to the Verisk Second Quarter twenty twenty five Earnings Results Conference Call. This call is being recorded. Currently, all participants are in a listen only mode. After today's prepared remarks, we will conduct a question and answer session where we will limit participants to one question so that we can allow time for everyone to ask a question. We will have further instructions for you at that ...

Etsy (ETSY) Q2 2025 Earnings Call July 30, 2025 08:30 AM ET Speaker0Hi everyone, and welcome to Etsy's Second Quarter twenty twenty May. Am Deb Wasser, VP of Investor Relations. And joining me today for our prerecording are Josh Silverman, CEO Lanny Baker, our CFO and Kruthi Patel Goyal, President and Chief Growth Officer. Once we are finished with the presentation, Josh and Lanny will take questions from our publishing sell side analysts on video. Please keep in mind that our remarks today include forward ...

Palo Alto Networks (NASDAQ: PANW) is reportedly in advanced talks to acquire Israel-based cybersecurity firm CyberArk in a deal that could be valued at up to $20 billion, per The Wall Street Journal. The news sent CyberArk shares up over 13%, although Palo Alto’s stock dropped by nearly 5%. The contrasting market reactions raise a key question. What value does CyberArk offer, and why is Palo Alto potentially willing to pay a premium?BARCELONA, SPAIN - MARCH 2: The Palo Alto Networks Inc. logo, the American ...

Wolters Kluwer 2025 Half-Year Report Alphen aan den Rijn, July 30, 2025 – Wolters Kluwer, a global leader in professional information solutions, software and services, today releases its half-year 2025 results. Highlights Guidance for 2025 updated. (See page 2).Revenues €3,052 million, up 6% in constant currencies and up 5% organically. Recurring revenues (84% of total) grew 7% organically; non-recurring declined 4% organically.Expert solutions (59% of total) grew 6% organically.Recurring cloud software (21 ...

Booking Holdings (BKNG) Q2 2025 Earnings Call July 29, 2025 04:30 PM ET Company ParticipantsGlenn Fogel - CEO & DirectorEwout Steenbergen - Executive VP & CFOMark Mahaney - Senior MDBrian Nowak - Managing Director Eric Sheridan - Managing DirectorKevin Kopelman - Managing Director - Equity ResearchJustin post - Managing DirectorRon Josey - Managing DirectorConference Call ParticipantsDouglas Anmuth - MD & Internet AnalystOperatorWelcome to Booking Holdings Second Quarter twenty twenty five Conference Call. ...

公司产品创新 - 公司推出AI健康生活助手L•AI•C 提供个性化健身、营养、补剂及恢复建议 基于30年健康领域专业内容库 [1][2][4] - L•AI•C由微软Azure AI Foundry技术支持 未来将整合可穿戴设备数据实现深度个性化 区别于其他功能有限且收费的AI工具 [4] - 该产品2024年5月启动测试 通过生成式AI与公司系统深度集成 确保响应质量高于网络来源信息 [5] 产品功能细节 - L•AI•C可生成3天增肌计划 含指导视频和推荐次数 或根据注册营养师团队建议推荐补剂 [7] - 提供课程推荐(如课后恢复类) 睡眠改善/蛋白质摄入建议 内容来自公司健康教练及获奖杂志 [7] - 应用内同步提供数百节5-60分钟点播/直播课程 冥想课程及定制健康计划(如臀肌训练/半马训练) [8] 市场定位与战略 - AI健康市场规模预计2030年超300亿美元 公司通过免费应用提供该创新技术 [1] - 创始人强调L•AI•C是技术赋能会员体验的核心 与线下俱乐部扩张战略并行 [6] - 应用功能持续进化 包含杂志文章、食谱、播客等数千项健康内容资源 [8][10] 公司背景 - 运营180余家运动俱乐部(美加) 提供全年龄段健康服务 含营养补剂等产品线 [10] - 拥有4.9万名员工 近期获"最佳职场"认证 举办近30项标志性体育赛事 [10]