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Google to offer Gemini AI for free to over 500 million Jio users as global firms double down on India
CNBC· 2025-10-31 16:02
The Google AI Studio application is displayed on a mobile phone with Google in the background, in this photo illustration in Brussels, Belgium, on October 26, 2025.Google will offer its Gemini AI service for free to over 500 million Reliance Jio users in India, as global artificial intelligence firms double down on acquiring customers in the country.The U.S. tech giant revealed Thursday that it had signed a pact with Reliance Intelligence, a joint venture between Reliance Industries and Meta, to provide Goo ...
Lumen(LUMN) - 2025 Q3 - Earnings Call Transcript
2025-10-31 06:00
Lumen Technologies (NYSE:LUMN) Q3 2025 Earnings Call October 30, 2025 05:00 PM ET Speaker0Welcome to Lumen Technologies' third quarter 2025 earnings call. During the presentation, all participants will be in a listen-only mode. Afterwards, we will conduct a question-and-answer session, and at that time, if you would like to ask a question, please press the star followed by the one on your telephone. If at any time during the conference you need to reach an operator, please press star zero. As a reminder, th ...
Google partners with Ambani’s Reliance to offer free AI Pro access to millions of Jio users in India
Yahoo Finance· 2025-10-30 22:06
合作核心内容 - 谷歌与信实工业合作 将AI Pro订阅服务与Jio 5G套餐捆绑 不向用户收取额外费用 [1] - 合作内容包括为符合条件的Jio用户提供为期18个月的免费AI Pro订阅 该优惠价值35,100印度卢比 约合396美元 [2][5] - 谷歌AI Pro计划在印度通常每月收费1,950印度卢比 约合22美元 包含一个月免费试用期 [5] 目标用户与市场策略 - 优惠活动初期面向18至25岁的用户 随后将扩展至全国所有Jio用户 [4] - 印度是全球人口最多的国家 也是第二大互联网市场 拥有超过10亿用户 被视为全球科技公司的关键目标市场 [3] - 此次合作被视为美国科技巨头在印度收集多样化数据、优化模型和测试AI应用案例的战略体现 [3] 消费者服务具体内容 - 用户可通过Gemini应用使用谷歌的Gemini 2.5 Pro模型 [4] - 服务包含使用Nano Banana和Veo 3.1生成AI图像和视频的更高限额 以及扩展使用Notebook LM进行学习和研究 [4] - 提供跨谷歌相册、Gmail、Drive和WhatsApp备份的2TB云存储空间 [4] - 合作将探索为Jio用户带来更多由AI驱动的本地化体验 [5] 企业级与基础设施合作 - 信实工业与谷歌云合作 以扩大其在印度的张量处理单元访问权限 [6] - 信实工业的AI子公司Reliance Intelligence将成为谷歌云在印度向各组织推广Gemini Enterprise的战略上市合作伙伴 [6] - Reliance Intelligence将为其平台开发自己的预构建AI代理 [6] 行业竞争背景与公司其他合作 - 此次联盟宣布于竞争对手Perplexity与信实工业的劲敌Bharti Airtel合作三个月后 后者为印度第二大电信运营商 拥有3.6亿用户 [2] - 在8月底的第48届年度股东大会上 信实工业宣布与投资者谷歌和Meta合作 通过新成立的子公司Reliance Intelligence加强其在印度的AI基础设施 [8] - 信实工业与Meta还承诺成立一家合资企业 总投资额为85.5亿印度卢比 约合1亿美元 股权比例为70/30 [8]
IQST - IQSTEL Announces $430 Million Organic Revenue Forecast for 2026, Reflecting 26% Organic Growth and Building on Strong Momentum
Prnewswire· 2025-10-30 20:45
Accessibility StatementSkip Navigation NEW YORK, Oct. 30, 2025 /PRNewswire/ --Â IQSTEL Inc. (NASDAQ: IQST), a Global Connectivity, AI, and Digital Corporation, today announced its 2026 organic revenue forecast of $430 million, representing a 26% increase over the company's $340 million revenue forecast for 2025. IQSTEL reported $283 million in revenue for fiscal year 2024 and has reaffirmed that it remains on track to meet its $340 million 2025 forecast, driven by continued organic expansion across its Tele ...
iQSTEL Projects 26% Revenue Growth In 2026, Reaffirms $1 Billion Revenue By 2027
Yahoo Finance· 2025-10-30 20:30
iQSTEL Inc. (NASDAQ:IQST) on Thursday disclosed its guidance for 2026 and long-term plans. iQSTEL sees 2026 organic revenue of $430 million. This forecast is 26% higher than the guidance for 2025 of $340 million, compared to the consensus of $336.1 million and the 2024 figure of $283 million. The company states that it is on track to achieve its 2025 revenue target, thanks to continued organic expansion across its Telecom, Artificial Intelligence (AI), Cybersecurity, and Fintech services businesses. Also ...
RADCOM Appoints Hod Cohen as Chief Financial Officer
Prnewswire· 2025-10-30 19:00
Accessibility StatementSkip Navigation TEL AVIV, Israel, Oct. 30, 2025 /PRNewswire/ -- RADCOM Ltd. (NASDAQ: RDCM), a leading provider of cloud-native service assurance solutions, announced today the appointment of Hod Cohen as Chief Financial Officer, effective January 11, 2026. Mr. Cohen is an accomplished finance executive with extensive public company experience in the telecom industry. He will succeed Hadar Rahav, who is leaving the company amicably to pursue new opportunities and will remain in an adv ...
中兴通讯_服务器与存储业务增长稳健;2025 年三季度营收同比增长 5%;维持中性评级
2025-10-30 10:01
涉及的行业或公司 * 中兴通讯股份有限公司 ZTE Corp 港股代码0763 HK A股代码000063 SZ [1][19] * 行业涉及电信设备 企业信息技术 服务器与存储 消费电子等 [1][6] 核心观点和论据 * 公司第三季度营收同比增长5%至28967亿元人民币 主要得益于企业业务 消费者业务和海外电信业务的持续增长 [1] * 前三季度服务器及存储业务收入同比大幅增长250% 推动计算相关业务占总收入比重达到25% [1] * 第三季度毛利率为25 9% 较市场共识的31 0%低5 2个百分点 主要因短期收入结构变化所致 [1][2] * 第三季度净利为264亿元人民币 远低于市场共识 主要因经营利润为负565亿元所致 [1][2][15] * 尽管第三季度增长动力出现变化 但预计是短期现象 对公司第二曲线业务的快速发展持积极看法 认为能实现可持续增长 [1] * 维持对ZTE的中性评级 港股目标价43 6港元 A股目标价67 6元人民币 分别对应10 2%和36 9%的上涨空间 [3][5][19] 其他重要内容 * 基于第三季度业绩 将2025年每股盈利EPS预测小幅下调1%至1 81元 2026年及2027年预测基本保持不变 [2][3] * 港股目标价基于19 2倍2026年预期市盈率 该倍数参考了电信行业同行的平均市盈率与盈利增长关系 [3][10][16] * A股目标价基于32 4倍2026年预期市盈率 相对于港股存在69%的估值溢价 [5][16] * 关键风险包括中国电信基础设施 5G基站建设需求快于或慢于预期 在中国市场份额增长快于或慢于预期 以及利润率改善速度的快慢 [17] * 公司的非经营性项目历史上波动较大 在亏损110亿元至收益19亿元之间 若未来发生此类损益 可能对当前预测产生上行或下行风险 [17] * 公司的并购可能性评级为3级 即成为收购目标的可能性较低 0% 15% [19][24]
Nvidia's $1 Billion Bet Turns Nokia Into The New AI Contender
Forbes· 2025-10-29 23:05
Photo by David Ramos/Getty ImagesGetty ImagesNokia stock (NYSE: NOK) is back in the spotlight. The Finnish telecom giant’s shares surged over 20% this week after Nvidia stock (NASDAQ: NVDA) revealed a $1 billion investment for approximately a 2.9% stake, forming a new alliance to develop AI-driven networking and 6G infrastructure.For investors, this is not merely a fleeting headline. It’s an opportunity to reevaluate a company often viewed as a legacy player. With a market capitalization of $42 billion, Nok ...
Nvidia closes in on $5T market cap, markets expect Fed rate cut, Trump and Xi meeting
Youtube· 2025-10-29 21:41
Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Wednesday 29th October. I think it'll be a good deal for for both and that's really a great result. You know, that's better than fighting and going through all sorts of problems and okay, first up, President Trump and President Xi of China will meet tomorrow. That's been confirmed by both sides. Trump said he expects to lower fentil fentinil linked tariffs on China and speak to China's leade ...
6G and AI Investment to Drive Global Communications Industry Growth, Omdia Forecasts
Businesswire· 2025-10-29 17:05
LONDON--(BUSINESS WIRE)-- #6G--Global Communications Providers (CP) revenue is expected to reach $5.6 trillion by 2030, growing at a 6.2% CAGR from 2025, according to Omdia's latest global forecast for CP revenue and capital expenditure (capex). This steady growth is driven by technology innovation, infrastructure expansion, and strategic investment in 6G and AI. The report shows that while traditional telecom revenue will grow modestly at 2.7% CAGR, the technology segment, led by hyperscale platform. ...