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Within the U.S., we are seeing continued job growth, just not quite at the robust levels we saw during 2024. Additionally, trends from health insurance carriers continue to indicate ongoing increases in medical utilization and treatment costs.
Arthur J. Gallagher & Co. (AJG) Q2 2025 Earnings Call Transcript
U.S. labor market remains positive, albeit slowing from 2024 highs #Macro
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Our second quarter and July revenue indications from audits, endorsements and cancellations continue to be a nice positive. So we see solid client business activity in our data and no signs of a broad, meaningful global economic downturn nor any changes from the prospect of tariffs.
Arthur J. Gallagher & Co. (AJG) Q2 2025 Earnings Call Transcript
No signs of global downturn #MAcro
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a large part of our businesses are positively impacted by the AI infrastructure boom that's taking place that's driving the need for power, transmission, all those sorts of things, midstream investments. And the U.S. is where the vast majority of the AI deployment is taking place today, and so that's just driving a number of great opportunities that we're able to take advantage of.
Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP) Q2 2025 Earnings Call Transcript
AI drives up demand for power #Energy
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As you've hopefully read, we have significantly raised our full year 2025 revenue and bookings guidance. Revenue guidance is now 22% to 25% year-on-year. And our bookings guidance calls for year-over-year growth of 34% to 37%. At the high end, that's a bookings increase of $610 million or more than 11% to our prior annual guidance, most of which is still to be delivered in the second half of the year.
Roblox Corporation (RBLX) Q2 2025 Earnings Call Transcript
Roblox seeing strong bookings #Tech
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As you've hopefully read, we have significantly raised our full year 2025 revenue and bookings guidance. Revenue guidance is now 22% to 25% year-on-year. And our bookings guidance calls for year-over-year growth of 34% to 37%. At the high end, that's a bookings increase of $610 million or more than 11% to our prior annual guidance, most of which is still to be delivered in the second half of the year.
Roblox Corporation (RBLX) Q2 2025 Earnings Call Transcript
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Over the last 12 months, our top 1,000 creators averaged nearly $1 million in Roblox earnings, and the top 10,000 creators averaged more than $110,000.
Roblox Corporation (RBLX) Q2 2025 Earnings Call Transcript
Roblox notes top 1,000 creators earned ~$1M each in the last 12 months.#Tech
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While clinical demand has been encouraging, the research environment, particularly in the U.S., remains constrained amid ongoing NIH funding uncertainty. As expected, demand from this segment remained soft in Q2 with some labs delaying projects or holding off on hiring due to concerns about the future grant availability
Illumina, Inc. (ILMN) Q2 2025 Earnings Call Transcript
U.S. research demand remains soft as NIH funding uncertainty drives project delays and hiring freezes.#Health
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In a world increasingly dominated by algorithms and automation, the need for human voices has never been greater. We see this every day as nearly 50 million scrollers come to Reddit for their favorite communities and 60 million seekers land on Reddit in search of better answers to their questions. In fact, 80% of users in a recent survey that they believe some questions can only be answered by humans as opposed to AI-generated summaries.
Reddit, Inc. (RDDT) Q2 2025 Earnings Call Transcript
Reddit highlights growing demand for real human perspectives as AI-generated content proliferates #Tech
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we continue to hold a strong order book entering 2027 without considering the new launched cars, and with all the range models currently in production substantially sold out. Indeed, the newly launched Ferrari Amalfi is at the initial stage of the order collection, and the demand for the 296 Speciale family is significantly high, nearly reaching full coverage of the life cycle.
Ferrari N.V. (RACE) Q2 2025 Earnings Call Transcript
Ferrari sees unprecedented demand strength with most models sold out and backlog extending beyond 2027 #Consumer
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we're seeing robust demand for electricity, driven primarily by the rapid growth of data centers. Meeting this demand in the U.S. will require over 600 terawatt hours of additional power generated by the end of the decade, which is roughly equivalent to the current ERCOT system
The AES Corporation (AES) Q2 2025 Earnings Call Transcript
Rising power demand—data centers require +600 TWh by 2030, equivalent to ERCOT #Energy
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We're continuing to see strong sales in our service areas, driven by continued data center expansion and economic growth. Notably, 9 of our top 10 all-time peak days in Virginia have occurred this year, including 6 in the last 6 weeks, and our all-time peak in South Carolina was set just a few days ago. With regard to data center activity, we will refresh our standard detailed disclosures later this year, which will highlight our growing contract backlog. But in the meantime, I'll just say that data center interest is as robust as we have ever seen it.
Dominion Energy, Inc. (D) Q2 2025 Earnings Call Transcript
Data center-led electricity demand surge accelerating #Energy
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nd we offer multichain and multi-coin, stablecoin settlement on the Visa network. We recently expanded our capabilities by adding a euro-backed stablecoin, EURC, and through a partnership with Paxos, 2 additional regulated stablecoins, USDG and PYUSD.
Aiera | Events | Q3 2025 Visa Inc Earnings Call
Invested in stablecoins #Fin
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Within the U.S., while spending growth differed among consumer spend bands, all spend bands in Q3 remained resilient and consistent with past quarters. Within spend categories in the U.S., we saw relative stability to Q2 when adjusted for leap year impacts. Both U.S. discretionary and nondiscretionary spend growth remains strong, and we see no meaningful impact from tariffs.
Aiera | Events | Q3 2025 Visa Inc Earnings Call
Consumer spending remains resilient #Macro
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And what's quite clear, the necessary tool to get to the arms race to super intelligence or whatever term of art you want to call it, it does take the pixes and shovels. In this case, it takes the modern version, the data centers. and we are the best placed firm to help develop and to help fund those data centers and they are with the best companies to have as your partners and we are committed to being their best partner.
Aiera | Events | Q2 2025 Blue Owl Capital Inc Earnings Call
The AI arms race requires massive investment in next-gen data center infrastructure #Tech
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And what's quite clear, the necessary tool to get to the arms race to super intelligence or whatever term of art you want to call it, it does take the pixes and shovels. In this case, it takes the modern version, the data centers. and we are the best placed firm to help develop and to help fund those data centers and they are with the best companies to have as your partners and we are committed to being their best partner.
Aiera | Events | Q2 2025 Blue Owl Capital Inc Earnings Call
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At the most recent Federal Open Market Committee (FOMC) meeting, I dissented because I concluded that cutting the policy rate by 25 basis points was the appropriate stance of policy. In a speech I gave July 17, I laid out the case for cutting the policy rate at the July FOMC meeting and my views have not changed since then.
Statement by Governor Christopher J. Waller
Waller dissented from FOMC’s decision, citing weak growth and limited inflation risk #Macro
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Act 1 are our reverse proxy products, WAF, DDoS mitigation, et cetera. Act 2 are our forward proxy products, Zero Trust, VPN, network firewall. Act 3 are our Workers developer tools. What we are doing to help publishers empower agentic transactions is a big enough deal to us that we've begun to refer to it internally as Act 4. Now you may not know this, but I was an English literature major in college with a computer science miner. I read a lot of Shakespeare, and all of his plays had five acts. So don't think we're done here. We've still got a lot more up our sleeves.
Cloudflare, Inc. (NET) Q2 2025 Earnings Call Transcript
Act 4 (monetizing the agentic web) is emerging as Cloudflare’s next strategic pillar #Tech
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