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Nvidia overcomes tariff-driven turbulence to deliver Q1 results that eclipsed projections

SAN FRANCISCO — Artificial intelligence technology bellwether Nvidia overcame a wave of tariff-driven turbulence to deliver another quarter of robust growth amid feverish demand for its high-powered chips that are making computers seem more human. The results announced Wednesday for the February-April period came against the backdrop of President Donald Trump’s on-again, off-again trade war […]

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SAN FRANCISCO — Artificial intelligence technology bellwether Nvidia overcame a wave of tariff-driven turbulence to deliver another quarter of robust growth amid feverish demand for its high-powered chips that are making computers seem more human.

The results announced Wednesday for the February-April period came against the backdrop of President Donald Trump’s on-again, off-again trade war that has whipsawed Nvidia and other Big Tech companies riding AI mania to propel their revenue and stock prices upward.

But Trump’s tariffs — many of which have been reduced or temporarily suspended – hammered the market values of Nvidia and other tech powerhouses heading into the springtime earnings season as investors fretted about the trade turmoil dimming the industry’s prospects.

Those worries have eased during the past six weeks as most Big Tech companies lived up to or exceeded the analyst projections that steer investors, capped by Nvidia’s report for its fiscal first quarter.

Nvidia earned $18.8 billion, or 76 cents per share, for the period, a 26% increase from the same time last year. Revenue surged 69% from a year ago to $44.1 billion. If not for a $4.5 billion charge that Nvidia absorbed to account for the U.S. government’s restrictions on its chip sales to China, Nvidia would have made 96 cents per share, far above the 73 cents per share envisioned by analysts.

In another positive sign, Nvidia predicted its revenue for the May-July period would be about $45 billion, roughly the level that investors had been anticipating. The forecast includes an estimated $8 billion loss in sales to China due to the export controls during its fiscal second quarter, after the restrictions cost it about $2.5 billion in revenue during the first quarter.

In a conference call with analysts, Nvidia CEO Jensen Huang lamented that the U.S. government had effectively blocked off AI chip sales to China — a market that he estimated at $50 billion. Huang warned the export controls have spurred China to build more of its own chips in a shift that he predicted the U.S. will eventually regret.

”The U.S. based its policy on the assumption that China cannot make AI chips. That assumption was always questionable, and now it’s clearly wrong,” Huang said.



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Why 24 Hour Fitness Didn’t Wait for Cloud Transformation

The conventional wisdom in enterprise technology suggests waiting for multi-year ERP transformations to complete before modernizing adjacent systems. Why complicate an already complex migration with additional integrations? 24 Hour Fitness threw that playbook out the window – and the results are transformative. The fitness giant, operating 249 clubs across nine states with nearly 4 million […]

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The conventional wisdom in enterprise technology suggests waiting for multi-year ERP transformations to complete before modernizing adjacent systems. Why complicate an already complex migration with additional integrations? 24 Hour Fitness threw that playbook out the window – and the results are transformative.

The fitness giant, operating 249 clubs across nine states with nearly 4 million members, challenged the “wait-and-see” approach by implementing Zuora’s monetization platform while maintaining complete flexibility for their ERP strategy.

Picture running a fitness empire where billing cycles take six days every month. For 24 Hour Fitness, this wasn’t just operational friction – it was a strategic constraint limiting market responsiveness and cash flow optimization.

Their existing billing infrastructure was deeply intertwined with legacy systems, making modernization seem dependent on broader ERP transformation timelines. New product launches required significant investment and months of development time, creating barriers to innovation.

Katie Healon, Senior Director of Treasury and Payment Processing at 24 Hour Fitness, initially harbored natural skepticism about moving from a “stable” legacy system. But analysis revealed that staying put carried greater risks – missed opportunities, competitive disadvantage, and constrained cash flow management.

Zuora’s ERP-agnostic integration framework provided 24 Hour Fitness with a solution that complemented existing systems while preserving future flexibility. This approach recognized a fundamental truth: transformation doesn’t have to be all-or-nothing.

The implementation delivered immediate results. 24 Hour Fitness transitioned from six-day monthly billing cycles to daily billing capability – unlocking significant cash flow advantages and unprecedented flexibility in managing subscription lifecycles.

The transformation eliminated the investment barrier for new product launches. Where previously launching new membership tiers required extensive custom development, Zuora’s flexible billing software supports any mix of recurring, usage-based, one-time and hybrid pricing models.

Traditional order-to-cash automation can take 3+ years to implement as part of larger cloud ERP transformations, often leaving systems inflexible despite migration. By implementing a purpose-built monetization platform alongside existing systems, 24 Hour Fitness gained capabilities nearly impossible within traditional ERP frameworks.

The company’s approach demonstrates how modern billing software can complement existing ERPs to alleviate manual work and custom development complexity. Rather than waiting for broader transformation completion, they achieved immediate operational efficiency while positioning for scale regardless of future strategy.

In today’s market, speed to market determines competitive success. Healon noted that 24 Hour Fitness constantly explores flexibility in pricing structures, billing cycles, and payment methods. The COVID-19 pandemic accelerated the need for subscription offering flexibility.

Daily billing capability proved particularly valuable during pandemic recovery. The company emphasizes that the best way to engage fitness customers is getting them to work out. Daily billing cycles enabled responsive membership management when engagement patterns changed dramatically.

The transformation offers key insights for enterprise leaders facing ERP migration timelines: parallel modernization works, cash flow impact is immediate, innovation barriers fall, and integration flexibility preserves options.

What this means for ERP Insiders

Prioritize cash flow optimization during migration windows. The 24 Hour Fitness transformation from six-day to daily billing cycles demonstrates that cash flow optimization can’t wait for ERP completion. Companies implementing Zuora’s order-to-cash solutions typically see improvements in Days Sales Outstanding (DSO) and customer satisfaction metrics. With Zuora’s ability to scale billing for high-volume transactions and easily process 300K+ invoices per hour, tech leaders should evaluate subscription billing implementations that can deliver immediate working capital improvements while ERP migrations progress. The quantifiable impact: moving from monthly to daily billing cycles can improve cash flow by 15-30 days, representing millions in working capital for large subscription businesses.

Deploy ERP-agnostic integrations to preserve future flexibility. 24 Hour Fitness’s success stems from choosing technology that doesn’t lock them into specific ERP vendor roadmaps. Zuora’s native integrations with major ERPs including NetSuite, Workday, and SAP enable seamless data flow between systems while providing audit-ready financial data for different stages of order-to-cash. Tech leaders should implement API-driven architectures with microservices and REST APIs that simplify data exchange between multiple platforms, reducing the risk of integration failures. This approach ensures billing modernization investments remain valuable regardless of future ERP decisions, with customers like Sage reporting 32% subscription growth after implementation.

Eliminate innovation bottlenecks with flexible billing architectures. The investment barrier that 24 Hour Fitness eliminated for new product launches represents a common constraint in traditional ERP-dependent billing systems. Zuora’s Extension Studio and Integration Hub allow organizations to create custom solutions and quickly adapt to evolving business needs, with over 50 pricing models supported out-of-the-box. Companies like NCR reduced implementation time from months to weeks, freeing up at least five FTEs worth of work and enabling previously unavailable metrics like Monthly Recurring Revenue (MRR). Tech leaders should implement billing platforms that support rapid product iteration and pricing experimentation, enabling faster market response during the critical years when ERP transformations limit other technology initiatives.



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T-Mobile 5G Revolutionizes KPMG Women’s PGA Championship with Cu

Summary T-Mobile US Inc (TMUS, Financial) is set to transform the KPMG Women’s PGA Championship, taking place from June 19-22 in Frisco, Texas, with its advanced 5G technology. As the exclusive 5G Solutions Partner of the PGA of America, T-Mobile is enhancing the event experience for fans, players, and staff through innovative tech integrations. The […]

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Summary

T-Mobile US Inc (TMUS, Financial) is set to transform the KPMG Women’s PGA Championship, taking place from June 19-22 in Frisco, Texas, with its advanced 5G technology. As the exclusive 5G Solutions Partner of the PGA of America, T-Mobile is enhancing the event experience for fans, players, and staff through innovative tech integrations. The collaboration aims to amplify the championship with new broadcast technologies, AI-enabled coaching, and seamless connectivity, showcasing the future of sports technology.

Positive Aspects

  • T-Mobile’s 5G technology enables advanced 3D views and real-time stats in live broadcasts, enhancing viewer experience.
  • AI-driven insights and data-rich features provide fans with immersive experiences both on-site and remotely.
  • Exclusive benefits for T-Mobile members, including access to the PGA Coaching Center and augmented reality experiences.
  • Commitment to supporting the growth of women’s golf with equitable experiences and innovative technologies.

Negative Aspects

  • Potential technical challenges in implementing and maintaining advanced 5G solutions during the event.
  • High dependency on technology may overshadow traditional aspects of the sport for some fans.

Financial Analyst Perspective

From a financial standpoint, T-Mobile’s partnership with the PGA of America represents a strategic investment in brand visibility and technological leadership. By showcasing its 5G capabilities at a high-profile event, T-Mobile strengthens its market position and demonstrates its commitment to innovation. This collaboration could potentially drive customer acquisition and retention, as well as open new revenue streams through sports technology solutions.

Market Research Analyst Perspective

The integration of T-Mobile’s 5G technology at the KPMG Women’s PGA Championship highlights a growing trend of tech-driven enhancements in sports events. This move aligns with the increasing demand for immersive and interactive fan experiences. As women’s golf continues to grow, T-Mobile’s involvement positions it as a key player in the sports technology market, potentially influencing future partnerships and developments in the industry.

FAQ

Q: What is T-Mobile’s role in the KPMG Women’s PGA Championship?

A: T-Mobile is the exclusive 5G Solutions Partner, providing advanced connectivity and technology to enhance the event experience.

Q: How is T-Mobile enhancing the broadcast experience?

A: T-Mobile’s 5G technology enables advanced 3D views, real-time stats, and low-latency camera feeds for live broadcasts.

Q: What benefits do T-Mobile members receive at the event?

A: Members enjoy exclusive access to the PGA Coaching Center, augmented reality experiences, and additional perks like chair giveaways.

Q: How does this partnership support women’s golf?

A: T-Mobile and the PGA of America are committed to delivering equitable experiences and leveraging technology to support the growth of women’s golf.

Read the original press release here.

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.



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$230M SPAC IPO Targets Restaurant and Hospitality Sectors

NEW YORK, June 16, 2025 (GLOBE NEWSWIRE) — Sizzle Acquisition Corp. II (the “Company”) announced today the completion of its initial public offering of 23,000,000 units at a price of $10.00 per unit, resulting in gross proceeds of $230,000,000. Sizzle The units began trading on the Nasdaq Global Market on April 2, 2025, under the […]

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NEW YORK, June 16, 2025 (GLOBE NEWSWIRE) — Sizzle Acquisition Corp. II (the “Company”) announced today the completion of its initial public offering of 23,000,000 units at a price of $10.00 per unit, resulting in gross proceeds of $230,000,000.

Sizzle

The units began trading on the Nasdaq Global Market on April 2, 2025, under the ticker symbol “SZZLU.” Each unit consists of one share of common stock and one right to receive one-tenth (1/10) of a share of common stock upon the consummation of an initial business combination. The common stock and Share Rights are expected to trade separately under the symbols “SZZL” and “SZZLR” once eligible.

Sizzle Acquisition Corp. II is a blank check company formed for the purpose of effecting a business combination with one or more businesses across sectors including hospitality, restaurant, food and beverage, retail, consumer, real estate (including proptech), food-related technology, professional sports, and airlines. The Company is focused on identifying established, scalable businesses operating within or adjacent to these sectors in the United States and other developed markets.

The Company is led by Steve Salis (Chief Executive Officer and Chairman), Jamie Karson (Non-Executive Vice Chairman), and Daniel Lee (Chief Financial Officer and Head of Business and Corporate Development). The Board of Directors includes Neil Leibman, Warren Thompson, and David Perlin.

This is the second SPAC sponsored by Salis Holdings. The team’s previous vehicle, Sizzle Acquisition Corp., completed a merger with European Lithium to form Critical Metals Corp. in early 2024.

Cantor Fitzgerald & Co. acted as sole book-running manager for the offering.

Media Contact:

Sheena Lajoie
sl@sizzlespac.com

Disclaimer: This press release is provided by the Sizzle Acquisition Corp. II. The statements, views, and opinions expressed in this content are solely those of the content provider and do not necessarily reflect the views of this media platform or its publisher. We do not endorse, verify, or guarantee the accuracy, completeness, or reliability of any information presented. This content is for informational purposes only and should not be considered financial, investment, or trading advice. Investing involves significant risks, including the potential loss of capital. Readers are strongly encouraged to conduct their own research and consult with a qualified financial advisor before making any investment decisions. Neither the media platform nor the publisher shall be held responsible for any fraudulent activities, misrepresentations, or financial losses arising from the content of this press release. Neither the media platform nor the publisher shall be held responsible for any fraudulent activities, misrepresentations, or financial losses arising from the content of this press release. In the event of any legal claims or charges against this article, we accept no liability or responsibility.

Legal Disclaimer: This media platform provides the content of this article on an “as-is” basis, without any warranties or representations of any kind, express or implied. We do not assume any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information presented herein. Any concerns, complaints, or copyright issues related to this article should be directed to the content provider mentioned above.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/aa1237f0-c357-4cd5-8193-5ff27e1c0176




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AMBASSADOR SIMONE BILES FRONTS THE NEW K18 AIRWASH™ FITNESS CAMPAIGN

FUTURISTIC CLEAN FOR HAIR AND SCALP. NO WATER. NO COMPROMISE. SAN FRANCISCO, June 17, 2025 /PRNewswire/ — K18 is pushing the boundaries of performance beauty once again with the launch of AirWash™, a dry shampoo engineered for the future of clean. As part of the brand’s ongoing hair care innovation, K18 is proud to launch […]

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FUTURISTIC CLEAN FOR HAIR AND SCALP. NO WATER. NO COMPROMISE.

SAN FRANCISCO, June 17, 2025 /PRNewswire/ — K18 is pushing the boundaries of performance beauty once again with the launch of AirWash™, a dry shampoo engineered for the future of clean. As part of the brand’s ongoing hair care innovation, K18 is proud to launch the AirWash™ Fitness Campaign – a movement that redefines what clean means for athletes, active lifestyles and beyond – with long-time ambassador Simone Biles.

AirWash™ is the first product of its kind to truly meet the needs of active lifestyles, removing sweat, oil and odor while leaving both the hair and scalp feeling deeply clean and remarkably refreshed post-workout. AirWash™ isn’t just about stretching time between washes or masking sweat with powder, it’s delivering a new standard of clean different from anything on the market that starts at the often-overlooked scalp, where odor, buildup and imbalance actually begin. By targeting the source, AirWash™ not only revives hair but also creates an unmatched feeling of scalp cleanliness – something no dry shampoo has achieved until now.

K18 put AirWash™ to the ultimate test with consumers resulting in 100% of participants agreeing hair and scalp felt fresh* – even after your toughest workout. Consumers also reported their hair** + scalp that looked, smelled, and felt clean for up to 3 days***- allowing them to skip wash days after fitness activities.

Formulated for all hair types and styles, AirWash™ including being ideal for those with extensions, protective styles, or textured hair, where water and powder-based products often create buildup or residue. AirWash™ applies weightlessly, leaving no white cast, no starchy finish and no interference with style – just futuristic, full-spectrum freshness.

Beyond instant results, AirWash™ is formulated with biotech-derived mediterranean microalgae that helps balance scalp and control excess oil production over time. Paired with translucent microbeads that continue working for up to three days, the formula represents a next-gen solution for scalp balance and long-term cleanliness without the need for water, harsh fragrance or traditional shampoo routines.

K18 and Simone Biles share a belief in the power of performance without compromise. The brand is inviting a new generation to refresh their hair without water, reset after movement and reimagine what “clean” can feel like – from the scalp down.

K18’s AirWash™ Fitness Campaign featuring Simone Biles launches nationwide this summer.

* Results observed in a consumer test of 30 subjects after 1 use and 72 hours.

**Results observed in a consumer test of 30 subjects after 1 use and 48 hours.

***Results observed in a scientific test of 30 subjects after 1 use of AirWash™ dry shampoo after 48 hours. Measurements were made by a sebumeter and expert odor grader. 

About K18
K18 is the first-ever hair care brand that uses a biology-first approach, powered by biotech. K18’s mission is to liberate the freedom of self-expression through healthy hair. Its patented K18PEPTIDE™, is a breakthrough ingredient developed from biotechnology that is revolutionizing the industry. Unlike traditional treatments, the K18PEPTIDE™ works at the molecular level, mimicking the natural structure of human hair to repair broken bonds and reverse damage in just four minutes. This science-backed innovation powers the brand’s hero products, the Leave-In Molecular Repair Hair Mask, as well as the K18REPAIR™ Service- a 2-step salon-exclusive damage repair service that protects, strengthens, and preserves hair health through even extreme salon services.

As the leader in synthetic biology for beauty, K18 sets itself apart by addressing hair health from the inside out, rather than relying on surface-level solutions. With over 20 billion TikTok views, 40+ prestigious awards, and availability in 100+ countries, K18 has redefined the future of haircare, blending cutting-edge innovation with sustainability and artistry. Acquired by Unilever in 2024, the brand remains at the forefront of innovation, creating transformative solutions that repair, protect, and elevate hair care to a whole new level.

For more information, visit https://www.k18hair.com or follow @K18Hair on Instagram and TikTok.

SOURCE K18 Biomimetic Hairscience





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Sports software firm Teamworks notches over $1 billion valuation in latest funding round

Sports software maker Teamworks said on Tuesday it was valued at over $1 billion in its latest funding round, which was led by California-based Dragoneer Investment Group, an existing investor. The Durham, North Carolina-based company raised $235 million in its latest funding round, the company added. Founded in 2004, Teamworks provides sport-specific predictive models and […]

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Sports software maker Teamworks said on Tuesday it was valued at over $1 billion in its latest funding round, which was led by California-based Dragoneer Investment Group, an existing investor.

The Durham, North Carolina-based company raised $235 million in its latest funding round, the company added.

Founded in 2004, Teamworks provides sport-specific predictive models and metrics to more than 6,500 sports teams globally.

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I loved the Whoop MG, but didn’t love the price: that’s why I’m excited about this mysterious new fitness band from a major Garmin rival

Polar is launching a screenless band, confirmed in a recent press release It’s a distraction free wearable set to launch on September 3 Very few details are available, but it will definitely be subscription-free I first learned about Polar when searching for alternatives to the best Garmin watches, but Polar as a company has been […]

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  • Polar is launching a screenless band, confirmed in a recent press release
  • It’s a distraction free wearable set to launch on September 3
  • Very few details are available, but it will definitely be subscription-free

I first learned about Polar when searching for alternatives to the best Garmin watches, but Polar as a company has been around for a long time: Polar Electro actually developed the world’s first wireless heart rate monitor, filing the patent in 1980.

While the company may have slipped behind some of its competitors in the smartwatch popularity stakes since then, Polar does make solid, reliable devices that regularly rank on our best running watches and best heart rate monitor lists.



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