Spotify has experimented with various voice interfaces in the past, and more recently, added an AI DJ that introduces tunes the company thinks you’ll like and lets you make your own requests. Now, Spotify is teasing that generative AI advances may pave the way for an even more conversational interface with the streaming service in the future, according to comments made during Spotify’s second-quarter earnings call with investors on Tuesday.Asked about how AI was affecting its business, Spotify Chief Product ...

NEW YORK, July 29, 2025 (GLOBE NEWSWIRE) -- eToro Group Ltd. (“eToro”, or the “Company”) (NASDAQ: ETOR), the trading and investing platform, revealed today in a global webinar ‘eToro Unlocked: Trade Without Boundaries’ how the company is evolving its product offering as it moves towards a tokenized future. eToro Co-founder and CEO, Yoni Assia said: “We’ve been long-term believers in a tokenized future. Blockchain technology will facilitate the greatest ever transfer of wealth, as traditional assets are toke ...

“Not every decision will yield immediate returns, and our progress is not always linear,” said Spotify chief executive Daniel Ek on a call after quarterly numbers. Revenue and income fell short of forecasts while subscribers were a beat. Net subscriber additions rose 30% in the first half of 2025 vs 2024 and Ek said 3% of the global population subscribes to Spotify so “it’s not impossible to imagine reaching 10% or 15%” as the Stockholm-based company builds out. “We don’t make decisions to achieve specific ...

Spotify (SPOT) Q2 2025 Earnings Call July 29, 2025 08:00 AM ET Company ParticipantsBryan Goldberg - Head, IRDaniel Ek - Founder, CEO & ChairmanAlex Norström - Chief Business Officer & Co-PresidentGustav Söderström - Co-President, Chief Product & Technology OfficerChristian Luiga - CFOOperatorGood day, and welcome to Spotify's Second Quarter twenty twenty five Earnings Call and Webcast. All participants are in a listen only mode. As a reminder, this conference call is being recorded. I would now like to turn ...

Spotify (SPOT) Q2 2025 Earnings Call July 29, 2025 08:00 AM ET Speaker0Good day, and welcome to Spotify's Second Quarter twenty twenty five Earnings Call and Webcast. All participants are in a listen only mode. As a reminder, this conference call is being recorded. I would now like to turn the call over to Brian Goldberg, Head of Investor Relations. Thank you.Please go ahead.Speaker1Alright. Thanks, operator, and welcome to Spotify's second quarter twenty twenty May. Joining us today will be Daniel Leck, ou ...

Our business delivered healthy results in Q2, led by MAU and Subscriber outperformance, Y/Y profitability improvement and strong Free Cash Flow* generation. The business added 18 million MAU in Q2 vs. guidance for 11 million, while Subscriber net additions of 8 million exceeded guidance by 3 million. Revenue grew 15% Y/Y on a constant currency* basis reflecting Premium and Ad-Supported growth. Outsized currency movements during the quarter impacted reported Revenue by €104 million vs. guidance. Gross Margin ...

财务表现 - 公司第三季度营收同比增长10%至约38.1亿欧元，但低于华尔街预期的42.6亿欧元 [1][3] - 公司净亏损8600万欧元（每股亏损0.42欧元），而去年同期净利润为2.25亿欧元（每股收益1.10欧元） [1] - 每股亏损0.42欧元，远低于市场预期的每股收益1.90欧元 [3] 业绩指引 - 公司预计当前季度营收为42亿欧元，低于华尔街预期的44.7亿欧元 [2] - 外汇汇率波动对营收预期造成490个基点的不利影响 [2] 市场反应 - 公司股价周二下跌约4%，因业绩不及预期且季度指引疲软 [1]

Key Takeaways RVTY Q2 sales rose 4.1% to $720.3M, topping estimates; adjusted EPS beat by 3.5% at $1.18.RVTY's Diagnostics grew 3% and Life Sciences rose 4% organically, despite margin contraction.RVTY raised 2025 revenue guidance to $2.84-$2.88B but lowered EPS outlook to $4.85-$4.95.Revvity, Inc. (RVTY) reported second-quarter 2025 adjusted earnings per share (EPS) of $1.18, which beat the Zacks Consensus Estimate of $1.14 by 3.5%. The bottom line, however, declined 3.3% from the year-ago quarter’s level. ...

行业概述 - 互联网软件和服务行业因企业在混合运营环境解决方案上的强劲IT支出而获得发展动力[1] - 移动设备在用户中的高渗透率促使企业大量投资于网络基础设施、应用和安全软件[1] - 互联网软件行业目前在Zacks行业排名中位列前32%，预计未来3-6个月将跑赢大盘[2] 推荐股票 - 推荐5只专注于人工智能的股票：UiPath Inc (PATH)、Calix Inc (CALX)、Arista Networks Inc (ANET)、HubSpot Inc (HUBS)、NICE Ltd (NICE)，均获Zacks Rank 1评级[3] UiPath Inc (PATH) - 提供端到端自动化平台，主要市场包括美国、罗马尼亚、英国、荷兰等[6] - 平台嵌入AI、ML和NLP能力，并推出生成式AI功能如DocPATH和CommPATH[7] - 预计当前财年收入和盈利分别增长8.5%和5.7%，盈利共识预期过去60天提升7.7%[8] Calix Inc (CALX) - 提供云和软件平台，服务宽带服务提供商，市场覆盖美洲、欧洲、中东、非洲和亚太[9] - Calix Cloud平台包括Engagement Cloud、Operations Cloud和Service Cloud，支持AI驱动的营销解决方案和聊天机器人[10][11] - 预计2025年收入和盈利分别增长15.3%和超过100%，盈利共识预期过去7天提升25.6%[11] Arista Networks Inc (ANET) - 提供面向数据中心云和AI网络的最佳架构，具备零接触自动化和预测性操作[12] - EOS Smart AI Suite和Arista AVA增强AI监控、分析和网络优化[13] - 预计当前财年收入和盈利分别增长19.3%和13.7%，盈利共识预期过去30天提升0.4%[14] HubSpot Inc (HUBS) - 提供基于云的客户关系管理平台，市场覆盖美洲、欧洲和亚太[15] - HubSpot AI整合先进功能如AI助手和ChatSpot，采用席位定价模型降低客户入门门槛[16] - 预计当前财年收入和盈利分别增长15.4%和15.2%，盈利共识预期过去90天提升2.3%[17] NICE Ltd (NICE) - 受益于云业务强劲、客户群扩张和AI解决方案，CXone平台推动大型企业整合AI工具[18] - 投资自动化、分析和AI驱动的联络中心，增强竞争优势[19] - 预计当前财年收入和盈利分别增长7%和11.2%，盈利共识预期过去90天提升1.6%[19]

机器人技术发展趋势 - Physical Intelligence的π VLA模型取得突破性成功，标志着机器人产业的重要转折点，但构建真正的机器人智能比预想的更复杂和分散[1] - 机器人技术栈正在经历大解构，从模型编排到运动控制、数据采集到跨形态学习各环节专业化发展[1] - 机器人技术走向规模化，但需在物理世界的重力、摩擦等限制下证明可靠性，智能具身化成本仍高[1] 机器人形态进化逻辑 - 生命进化中的"蟹化"现象显示形式服从功能，机器人形态也应适应多样化环境而非模仿人类[5] - 机器人技术未来将多样化发展，由任务、地形和环境塑造形态，而非收敛于人形[6] - 计算机、飞机等发明证明高效能无需模仿生物形态，机器人领域存在"人形谬误"[8] 人形机器人局限性 - 双足运动能量效率比人类低15倍以上，比轮式低300倍，Boston Dynamics商业化产品均为非人形设计[9] - 机器人吸尘器成功源于功能优化而非人形模仿，其低矮圆盘设计优于拟人化方案[10] - 五指手机械复杂度高，五倍执行器带来更多故障点，特定任务末端执行器可靠性更优[12] 技术范式转变 - 应从硬件优先转向软件向下，训练可泛化智能而非绑定特定硬件形态[13] - Physical Intelligence采用形态无关方法，跨手臂/移动基座等形态训练实现能力迁移[14] - 机器人学习借鉴LLMs模式，通过异构数据训练VLA模型实现跨模态泛化[16] 行业实践案例 - Boston Dynamics实际收入来自轮式工业机器人Stretch和四足Spot，已部署1500+台[9] - Physical Intelligence的π0.5模型通过跨具身数据训练，实现"清洁厨房"等复杂任务分解[16] - Formic通过机器人即服务模式，在真实工厂环境中积累边缘案例数据驱动AI进步[18] 技术堆栈解构 - 机器人堆栈分为数据收集、软件和训练基础设施三层，形成从物理操作到智能行为的闭环[20] - 跨形态数据聚合可提升模型性能，消融实验显示去除跨具身数据会导致显著性能下降[17] - 行业出现类似自动驾驶的专业化分工趋势，特定领域极致化公司更具优势[1]