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GOOG

Technology

1d

Google's AI Infrastructure and Investment in Data Centers

Google operates the world's leading AI-optimized data centers and cloud regions.
Invested approximately $22.4 billion in CapEx in Q2, primarily in servers and data centers.
Plans to increase CapEx to around $85 billion in 2025 due to rising cloud demand and accelerated data center construction.
Anticipates further CapEx growth in 2026 driven by customer demand and new growth opportunities.

International Business Machines Corporation

IBM

Technology

1d

IBM's Strategic Focus on Hybrid Cloud and AI Reinforcement Elements

IBM's strategy remains centered on hybrid cloud and artificial intelligence, built on five reinforcing elements: client trust, open platforms, innovation, domain expertise, and a broad ecosystem.
This strategy is a flywheel for growth, demonstrated by strong momentum in software, infrastructure, and AI offerings.

T-Mobile US, Inc.

TMUS

Technology

1d

Record-Breaking Q2 Performance and Customer Growth

Q2 was the greatest in T-Mobile history for growth, with record postpaid phone nets, total postpaid net additions, and gross additions, all in double digits YoY.
Customer share increased across all cohorts, including rural markets, with momentum in port-in leadership and customer quality improving, ARPA growth over 5%.
New rate plans launched in April significantly increased premium segment adoption, with more than double the rate of Go5G Next plans a year ago, and up over 50% in one quarter.

ServiceNow, Inc.

NOW

Technology

1d

ServiceNow's Leadership in Enterprise AI and Agentic AI Platform

ServiceNow's platform is at the forefront of enterprise AI, with a focus on agentic AI transforming business models.
The company emphasizes its unique position as an enterprise AI platform that integrates any data source, LLM, and system, managing all agents through the AI Control Tower.
Bill McDermott highlights the platform's ability to manage 1 trillion transactions and $65 billion workflows, positioning ServiceNow as the 'extensible AI operating system for the agentic enterprise.'
The company has already surpassed initial expectations for AI Control Tower net new ACV and is deploying new AI programs like NowNext AI to accelerate customer adoption.

T

Technology

2d

Accelerated Fiber Deployment and 2030 Growth Targets

AT&T plans to accelerate fiber deployment to 4 million new locations annually by the end of 2026, supporting a target of approximately 50 million customer locations by 2030.
The company aims to reach over 60 million fiber locations including acquisitions and joint ventures, doubling its fiber reach from over 30 million locations.
This expansion is supported by pro-investment provisions in the One Big Beautiful Bill Act, which also facilitates spectrum pipeline development.

Amphenol Corporation

APH

Technology

1d

Record Sales and Earnings Driven by AI and High-Tech Products

Amphenol achieved record sales of $5.65 billion in Q2 2025, up 57% YoY, with record GAAP and adjusted EPS of $0.86 and $0.81.
Growth was driven by strong performance in high-technology products, especially in AI-related applications, which contributed approximately 2/3 of the growth.
The company outperformed guidance significantly, with sales exceeding expectations by about $150 million, largely due to AI and digital infrastructure demand.

Verizon Communications Inc.

VZ

Technology

4d

Accelerated C-band Deployment and Fiber Build Ahead of Schedule

C-band deployment is ahead of schedule, with nearly all sites standalone capable and on track to cover 80-90% of planned sites by year-end.
Fiber build is tracking ahead of plan, with a goal to deliver 650,000 incremental passings in 2025.
The positive impact of these infrastructure advancements supports the company's strategic growth and operational efficiency.

Infosys Limited

INFY

Technology

2d

Infosys' Leadership in Enterprise AI and Generative AI Services

Infosys built 300 AI agents across business operations and IT, enhancing decision-making, customer experience, and operational efficiency.
Examples include AI-driven production quality in oil refineries, supply chain productivity in manufacturing, customer care transformation in logistics, and frictionless in-store shopping for retail clients.
A financial services client increased developer productivity by 25% using a fine-tuned large language model, automating 50% of business requirement creation.
Positioned as a leader in Gartner's first generative AI consulting and implementation services quadrant, the only large India-based tech firm with this recognition.
Strong client interest in AI-led automation and productivity benefits, with some benefits being self-funded by clients through efficiency gains.

Crown Castle Inc.

CCI

Technology

1d

Progress Toward Sale of Fiber and Small Cells Businesses

On track to close the sale in the first half of 2026, with progress including state-level approvals and active engagement with the Department of Justice.
Operational preparations for a seamless transition, including outlining processes, personnel, and support infrastructure.

CoStar Group, Inc.

CSGP

Technology

1d

Record High Net New Bookings and Growth in Core Business Segments

Achieved a record $93 million in net new bookings in Q2 2025, a 65% increase over the previous quarter.
All business segments, including Apartments.com, CoStar, and LoopNet, contributed to strong bookings growth.
Growth driven by strategic investments in sales force expansion and innovative product development.

Roper Technologies, Inc.

ROP

Technology

4d

Subsplash Acquisition and Strategic Fit in Faith-Based Market

Acquisition of Subsplash for $800 million, expected to deliver $115 million revenue and $36 million EBITDA in 12 months ending Q3 2026.
Subsplash serves 20,000 faith-based organizations, providing digital engagement, church management, and integrated giving solutions.
The platform is AI-enabled, cloud-native, and targets a $2.5 billion TAM with significant international expansion potential.
Management expects high teens revenue growth and margin improvements over 3-5 years, with EBITDA growth converting to high 20s%.
The acquisition aligns with Roper’s strategy of investing in maturing leader businesses with high organic growth and margin expansion.

Teledyne Technologies Incorporated

TDY

Technology

2d

Record Quarterly Sales and Organic Growth Acceleration

Teledyne achieved record quarterly sales with a 10.2% increase, driven equally by organic growth and acquisitions.
Organic sales increased in every segment, with the greatest growth in nearly 3 years.
Sales acceleration has been consistent for three quarters, indicating a strong market position.

SS&C Technologies Holdings, Inc.

SSNC

Technology

1d

Strategic Acquisition of Calastone Enhances ETF and Digital Asset Capabilities

Announced a definitive agreement to acquire Calastone, expected to close in Q4 2025.
Calastone's network spans 57 countries with 4,500 clients, providing opportunities for cross-selling in ETFs, crypto, and digital assets.
The acquisition is expected to be accretive to revenue, EBITDA margin, and EPS within 12 months.
Calastone's strong growth rate of 10-15% over recent years and its focus on ETFs and digital assets align with SS&C's strategic expansion.

Pegasystems Inc.

PEGA

Technology

2d

Pega's Unique AI and Platform Architecture for Enterprise Transformation

Pega's platform is inherently model-based, enabling applications to be defined through models rather than hand-coded approaches.
The architecture allows for applications to work across any channel and data source, facilitating rapid deployment and change management.
The platform's low-code, cloud-native decisioning and process automation capabilities enable faster, more intuitive development without coding.

Manhattan Associates, Inc.

MANH

Technology

2d

Strategic Focus on Supply Chain Unification and Customer Adoption

Manhattan is heavily investing in unification of its supply chain management platforms, with a dedicated engineering team and a customer product council.
Customer stories at Momentum demonstrated increased efficiency, ROI, and strategic advantages from unification.
Doubling of unification logos year-over-year, especially in Warehouse Management and Transportation Management, indicating strong market acceptance.

Badger Meter, Inc.

BMI

Technology

2d

Strong Long-Term Growth Outlook Despite Near-Term Uncertainty

Management emphasizes high single-digit revenue growth driven by industry fundamentals, customer demand, and project activity.
Business remains resilient amid macroeconomic trade and policy uncertainties.
Long-term secular trends in water industry support ongoing growth, with core products being critical to utility operations.

The Interpublic Group of Companies, Inc.

IPG

Technology

3d

Impact of Account Activity Losses on Revenue and Growth

The company's organic revenue decreased by 3.5%, primarily due to account activity that concluded in 2024.
The three largest client losses in 2024 impacted growth by approximately 5.5% in Q2, notably affecting media and healthcare sectors.
Sequential improvement in underlying growth in media and healthcare sectors was observed despite headwinds.

Iridium Communications Inc.

IRDM

Technology

1d

Shift in Service Revenue Growth Due to Maritime Broadband Transition and PNT Revenue Delay

Service revenue outlook revised from 5-7% to 3-5% for 2025, primarily due to faster-than-expected maritime broadband conversions to companion services, USID funding reductions, and delayed PNT revenue recognition to 2026.
Maritime broadband remains a key service, especially as a backup solution for Starlink and VSAT, with new Iridium Certus GMDSS terminals expected to support long-term maritime revenue.
PNT revenue, critical for addressing GPS vulnerabilities, has been pushed into 2026, with management confident in its growth potential and industry adoption, especially in autonomous systems and critical infrastructure protection.

GOOG

Technology

1d

Financial Performance Summary

Alphabet reported consolidated revenue of $96.4 billion for Q2 2025, up 14% year-over-year or 13% in constant currency.
Google Cloud revenues grew 32% to $13.6 billion, with operating income increasing to $2.8 billion and operating margin expanding to 20.7%.
Operating income rose 14% to $31.3 billion with an operating margin of 32.4%, despite a $1.4 billion legal charge.
Net income increased 19% to $28.2 billion, and earnings per share rose 22% to $2.31.
Total cost of revenue was $39 billion, up 10%, driven by content acquisition costs and depreciation.
Operating expenses increased 20% to $26.1 billion, mainly due to legal charges and increased R&D investments.
Free cash flow was $5.3 billion for the quarter and $66.7 billion for the trailing 12 months.
Capital expenditures were $22.4 billion, primarily invested in technical infrastructure including servers and data centers.
Stock repurchases totaled $13.6 billion and dividends paid were $2.5 billion.
Google Services revenues increased 12% to $82.5 billion, driven by strong growth in Search and YouTube advertising and subscriptions.

GOOG

Technology

1d

Revenue Growth

+14%

$96.4 billion

Consolidated revenue of $96.4 billion increased by 14% or 13% in constant currency.

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