"I am proud to have supported Yondr on its journey since its formation in 2018. Yondr has become a vital infrastructure partner to many of the world's largest technology companies, and I believe DigitalBridge and La Caisse are the right partners to support Yondr through its next stage of growth. I look forward to seeing what the business will achieve," said William Harrison, CEO of Cathexis. "While many individuals contributed to the success of Yondr, I would like to thank Paul Cossell (former Chief Executi ...

Synchronoss (SNCR) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Ryan Gardella - SVP - IRJeff Miller - President and Chief Executive OfficerLou Ferraro - CFO & Executive VP Conference Call Participants None - Analyst Operator and welcome to the Synchronoss Technologies First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference ...

Synchronoss (SNCR) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Speaker0 and welcome to the Synchronoss Technologies First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Ryan Gardella, Investor Relations. Thank you, sir. You may begin. Speaker1 Joining us today are Synchronoss ...

核心观点 - Guidewire Software推出全新云平台Mammoth 旨在通过自动化流程、数据驱动洞察和灵活产品设计提升保险公司运营效率与市场响应能力 同时推动公司收入增长与股价表现 [1][2][4][5][6][7][10][12] - 公司云生态持续扩张 已覆盖26,000名专业人员和38家系统集成合作伙伴 第二季度新增12笔交易 管理层上调2025财年收入指引至11.64-11.74亿美元 [9][10] 产品创新 - **Autopilot自动化服务**：PolicyCenter的Autopilot Workflow实现关键流程自动化 降低人工干预与错误风险 Guidewire Marketplace提供个人汽车玻璃理赔预建模板加速处理流程 [4] - **季节性覆盖功能**：PolicyCenter支持时间限定型保单 客户按需付费 既提升满意度又开拓新细分市场 Claims Payment与BillingCenter无缝集成优化财务流程 [5] - **嵌入式智能分析**：Data Studio整合Predict模型就绪数据集 直接将预测分析嵌入保单与理赔工作流 ISO Rating as a Service自动更新商业财产费率 减少手动更新 [6] - **数字化模板升级**：新增Workers' Compensation和Commercial Auto FNOL模板 加速产品上市 现有模板改进使代理与保单持有人门户功能更丰富 [7] 财务与市场表现 - 2025财年收入预期上调至11.64-11.74亿美元（原指引11.55-11.67亿） 订阅收入达6.53亿美元 订阅与支持收入合计7.18亿美元 [10] - 过去一年股价上涨51.6% 显著跑赢软件行业4.9%的跌幅 Zacks评级维持"持有" [12] 云业务进展 - 云解决方案需求持续替代传统系统 公司云平台已形成规模效应 第二季度新增12笔交易 数字化框架与自动化能力增强推动订阅销售增长 [8][9] 同业比较 - InterDigital长期增长预期15% 专注先进移动通信技术 产品覆盖3G/4G及IEEE 802标准网络 [14] - Ubiquiti全球分销网络超100家 上季度盈利超预期33.3% 灵活商业模式适应市场变化 [15] - CommScope长期增长预期19.37% 提供无线与光纤基础设施解决方案 业务覆盖通信网络核心层与边缘层 [16]