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Jack Henry & Associates (JKHY) 2025 Conference Transcript
2025-06-12 02:00
Jack Henry & Associates (JKHY) 2025 Conference June 11, 2025 01:00 PM ET Speaker0 Hello everybody. Speaker1 Howdy, howdy. Thanks for being with us Mimi. I'm James Fosses, Senior Fintech Analyst here at Morgan Stanley. And before we get started with Mimi Karzly, CFO and Treasurer of Jack Henry, I do have an important disclosure to read. Please see Morgan Stanley research the Morgan Stanley Research Disclosure website at morganstanley.com/researchdisclosures. And as a reminder, the taking of photographs and u ...
Broadcom’s Private Cloud Outlook 2025 Report Reveals Definitive Cloud Reset
Globenewswire· 2025-05-29 21:00
文章核心观点 行业正进行“云重置”,私有云不再落后,与公有云战略地位相当,企业重新校准云战略,更多考虑私有云以满足安全、生成式AI和成本可预测性等需求,但需克服IT团队孤立和技能差距挑战 [1][3][4] 行业现状 - 超半数(53%)受访者未来三年部署新工作负载首选私有云 [1][6] - 84%用私有云处理传统企业应用和现代云原生工作负载 [6] - 92%信任私有云满足安全和合规需求 [7] - 66%对公有云合规“非常”或“极其”担忧,安全是工作负载从公有云回迁主因 [7] - 组织选择私有云和公有云处理AI工作负载比例相近(55% vs 56%) [7] - 90%重视私有云财务可见性和可预测性 [7] - 94%报告公有云支出存在一定浪费,49%认为超25%公有云支出被浪费 [7] 驱动因素 - 企业现代化基础设施时,为满足安全、管理生成式AI工作负载和改善财务可见性等需求,转向私有云 [3] - 现实公有云使用体验、生成式AI工作负载快速增长以及对安全、合规和成本可预测性需求增加,推动云战略调整 [4] 面临挑战 - 33%受访者认为孤立IT团队是私有云采用最大挑战 [4] - 30%认为缺乏内部技能/专业知识是私有云采用障碍 [4] 应对措施 - 81%企业围绕平台团队而非技术孤岛构建技术组织 [4] - 企业从技术孤岛转向平台团队,专注提升员工技能,永久缩小技能差距,减少对专业服务依赖 [4] 公司信息 - 博通是全球技术领导者,提供半导体、企业软件和安全解决方案,产品组合服务多个关键市场 [9] - 《2025年私有云展望》报告由Illuminas代表博通进行全球调查得出,调查涵盖1800名北美、欧洲和亚太地区中小企业和大企业高级IT决策者 [8]
NetApp Gears Up to Post Q4 Earnings: What's in the Offing?
ZACKS· 2025-05-26 22:35
NetApp, Inc. (NTAP) is slated to release fourth-quarter fiscal 2025 earnings on May 29, after the closing bell.The company expects non-GAAP earnings per share to be between $1.84 and $1.94 for the quarter. The Zacks Consensus Estimate is pegged at $1.89 per share, indicating a 5% rise from the year-ago level.Net revenues are anticipated to be between $1.65 billion and $1.8 billion. The Zacks Consensus Estimate is pegged at $1.73 billion, implying a 3.4% increase from the prior-year level.NTAP beat estimates ...