
Apple (AAPL) Challenges Brussels' Tech Rules as Meta (META) and Google (GOOGL) Line Up for Data Access
Apple (AAPL) has launched a legal challenge against an EU order requiring it to open its closed ecosystem to rivals, calling the Digital Markets Act's interoperability mandates 'unreasonable, costly, and stifling to innovation.' In a statement, Apple argued the rules, which force it to share sensitive data and core operating system components with companies like Meta (META) and Google (GOOGL), would compromise user privacy and security, and degrade the user experience for its European customers. The European Commission's March directive compels Apple to grant access to iPhone and iPad technologies for competing smartphone, headphone, and virtual reality manufacturers. Apple insists these measures unfairly single out its platform and risk undermining decades of engineering work that preserve seamless integration and robust security. Despite Apple's court filing, the company must comply with the EU's timeline for interoperability requests while litigation plays out, a process that could take years. Market Overview:
Apple contests EU's Digital Markets Act as overly burdensome and innovation-stifling
Rivals like Meta, Google, Spotify, and Garmin seek access to Apple user data
EU demands detailed interoperability process and timeline for Apple's compliance
Key Points:
Apple warns sharing core OS technology poses significant privacy and security risks
Commission's order forces ecosystem openness; Apple labels it a 'deeply flawed' rule
Legal challenge unlikely to delay immediate compliance requirements for the company
Looking Ahead:
Court battle could reshape future EU tech regulations and global platform governance
Developers and hardware makers await Apple's interoperability framework rollout
Extended litigation may create uncertainty for competitive offerings in European markets
Bull Case:
Apple is actively challenging the EU's Digital Markets Act (DMA) interoperability mandates, arguing that they are unreasonable, costly, and stifle innovation, which could lead to a more favorable regulatory environment if the challenge is successful.
The company contends that its integrated ecosystem is designed to provide a unique, seamless, and secure user experience, and it is defending this core principle against regulations it deems harmful.
A victory for Apple in court could set a precedent that limits the scope of future EU tech regulations and similar platform governance efforts globally, potentially benefiting other major tech companies.
The legal battle is expected to be lengthy, potentially spanning several years, which may provide Apple with more time to adapt or influence the final outcome.
Bear Case:
The EU's Digital Markets Act compels Apple to open its traditionally closed ecosystem, requiring it to grant rivals like Meta, Google, Spotify, and Garmin access to iPhone and iPad technologies, including sensitive data and core operating system components.
Apple argues that these interoperability requirements pose significant risks to user privacy and security, could degrade the user experience for its European customers, and undermine decades of engineering work.
Despite filing a legal challenge, Apple must comply with the EU's immediate interoperability timeline and respond to developer requests while the litigation is ongoing.
Failure to comply or an unsuccessful appeal could result in substantial financial penalties, potentially up to 10% of Apple's global annual revenue, and force fundamental changes to its business model, impacting its integrated hardware and software strategy.
The EU Commission has expressed confidence in its legal position and its intent to defend the DMA requirements in court.
The regulations cover a wide range of features, including allowing alternative app stores, default browser choices on iPadOS, and better access for third-party accessories like headphones and smartwatches on iOS and iPadOS.
This case is seen as a landmark, and a loss for Apple could encourage similar regulatory actions in other jurisdictions worldwide, further pressuring its ecosystem control.
While Apple's challenge may buy time, it must adhere to the EU's interoperability schedule and respond to app developer requests. If Apple loses, it could face penalties and be forced to share APIs and protocols that underpin its tightly integrated ecosystem. Analysts say the case sets a precedent for how regulators balance competition and innovation at a global scale. Should Apple prevail, other Big Tech firms may face fewer constraints; a loss could accelerate similar demands worldwide.
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Globe and Mail
an hour ago
- Globe and Mail
ChargePoint (CHPT) Q1 2026 Earnings Transcript
DATE Wednesday, June 4, 2025 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Rick Wilmer Chief Financial Officer — Mansi Khetani Need a quote from one of our analysts? Email pr@ TAKEAWAYS Total Revenue: $98 million for Q1 FY2026, in line with company guidance. Non-GAAP Gross Margin: 31%, a non-GAAP improvement of one percentage point sequentially and seven percentage points year over year (non-GAAP). SaaS Subscription Gross Margin: Achieved a record 60% on a GAAP basis. Adjusted EBITDA Loss: $23 million non-GAAP adjusted EBITDA loss, compared with a $17 million loss in the prior quarter and a $36 million loss in the first quarter of last year. Network Charging Systems Revenue: $52 million, representing 53% of total revenue, almost flat sequentially despite Q1 typically experiencing a seasonal dip and down 20% year on year. Subscription Revenue: $38 million in subscription revenue, or 39% of total revenue, essentially flat sequentially and up 14% year on year. Other Revenue: $8 million, or 8% of total revenue, down 31% sequentially and down 8% year on year, mainly due to lower one-time project revenue. Geographic Mix: North America represented 85% of revenue, and Europe was 15%, with European revenue down mainly due to weakness in Germany. Billings Mix by Vertical: Commercial 71%, fleet 13%, residential 12%, and other 3%. Inventory: Inventory balance increased by $3 million due to FX impacts, but inventory units decreased across most products as sell-through continued. Ending Cash Balance: $196 million in cash on hand, with access to a $150 million undrawn revolving credit facility. Charging Ports Under Management: Over 352,000 total under management, including more than 35,000 DC fast chargers and over 122,000 ports in Europe. Roaming Partnerships: Enabled access to more than 1.25 million charging ports globally. New Product Announcements: Introduction of a theft-resistant charging cable and a new AC hardware architecture, with the latter targeting lower cost and improved margins. Eaton Partnership: Announced collaboration with Eaton to deliver integrated EV charging and power management solutions, with initial co-developed products set for announcement in September. Q2 Revenue Guidance: Expected revenue in the range of $90 million to $100 million. Operational Focus: Continued emphasis on gross margin expansion, cost management, and achieving adjusted EBITDA positivity in a quarter during FY2026. SUMMARY ChargePoint Holdings, Inc. (NYSE:CHPT) reported first-quarter revenue that matched internal expectations, highlighting stable top-line performance despite ongoing macroeconomic and policy headwinds. Management stated that new integrated solutions from the Eaton partnership are now available for order, and further product innovations are scheduled for announcement in September, aiming to bolster incremental revenue growth and differentiation. The company confirmed that new AC hardware will launch at a competitive price to support both US and European expansion, with rollout of the new architecture planned over the next year and the first model targeted for production in July. Wilmer said, "We still expect non-GAAP margin improvement later in FY2026." emphasizing that anticipated US tariffs will have only a minimal cost impact due to effective mitigation actions. Management highlighted US and European EV sales grew 16% and 22%, respectively, in Q1, positioning infrastructure utilization as a positive demand signal for future industry expansion. Wilmer stated that voluntary industry exits and increased regulatory scrutiny on competitors create "a meaningful opportunity for ChargePoint Holdings, Inc. to gain market share." Khetani remarked that "inventory balance will reduce gradually throughout the year, helping to free up cash." A more significant decrease is anticipated in the second half as revenue increases. INDUSTRY GLOSSARY CPO: Charge Point Operator, an entity responsible for managing and maintaining EV charging infrastructure. V2X: Vehicle-to-Everything, a technology enabling electric vehicles to exchange power or information with the grid, buildings, and other systems. AC Hardware Architecture: Alternating Current charging system design, indicating the product and platform structure for AC chargers as opposed to Direct Current (DC) fast chargers. ATM: At-the-Market offering, a program allowing companies to sell shares into the open market over time. Full Conference Call Transcript Rick Wilmer: Good afternoon, and welcome to ChargePoint Holdings, Inc.'s first quarter fiscal 2026 earnings call. Today, I will walk you through key results for the quarter, provide insights into recent market and policy developments, and highlight the progress we have made on our two major priorities for the year: delivering innovation and driving growth. In addition, I will cover two significant announcements that directly support these priorities and positively influence ChargePoint Holdings, Inc.'s path to achieving positive non-GAAP adjusted EBITDA in a quarter of this fiscal year. Let's begin with our Q1 financial results. Revenue for the first quarter came in at $98 million, right within our guidance range. Non-GAAP gross margin continues to increase quarter over quarter, reaching a new high of 31%. Notably, our SaaS subscription gross margin climbed to a record 60%, underscoring the strength of our SaaS-focused business model. We built momentum across the business in Q1. Our DC fast charging program with General Motors has been a success, with the pace of site openings accelerating and over 500 additional ports signed off by GM for deployment. We extended multiple agreements with Mercedes-Benz, reinforcing our long-term relationship. Our theft-resistant charging cable was met with strong market interest and will go into production this summer for our own hardware models. Deenergized, our software management solution for CPOs, is now actively managing over 700 charger models from over 85 different vendors of charging hardware. This is a testimonial to the scale of our third-party hardware integrations. In total, ChargePoint Holdings, Inc. now has over 352,000 ports under management, of which more than 35,000 are DC fast chargers, and more than 122,000 are located in Europe. With our roaming partnerships, we enable access to more than 1.25 million charging ports globally. Our business is proving to be resilient on the top line despite US macroeconomic conditions and market uncertainty, as well as the bottom line through the cost and operational actions we took last year. Looking ahead regarding US tariffs on our products, expect only a minimal increase in the cost of goods sold. Also, expect cost reductions to exceed the impact of the current tariffs. Therefore, we still expect margin improvement later in the year. The limited impact reflects the swift and effective execution of our mitigation plan. We see positive momentum on two fronts: one, EV adoption, and two, utilization rates. EV adoption continues on a steady upward trajectory, a trend which has held for more than a year. Despite political turbulence dampening consumer and capital spending, North American EV sales were up 16% year over year for Q1 according to Rimotion. In Europe, EV momentum rebounded strongly with the same data set reporting 22% EV sales growth year over year for Q1, a significant surge. The European Green Deal mandates all new cars sold there be zero emission by 2035, reinforcing the EU's trajectory of EV adoption. All of this forms a strong leading indicator for the charging industry. The trends we observed last quarter remain intact. The market is actively planning and inquiring, but widespread purchasing is being impacted by economic uncertainty. Inevitably, with more EVs on the road, existing infrastructure is under mounting pressure. A recent report by Perin Data concluded that many US cities are approaching maximum charge utilization during peak hours, with five major markets past or approaching a staggering 40% utilization rate. This strain is a positive signal for our customers who monetize charging, but it is a growing concern for EV drivers facing long waits at occupied stations. We believe this will lead to the installation of more chargers, and ChargePoint Holdings, Inc. will be ready to capitalize on that demand. Despite the growth to come, the market has recently seen attrition and the voluntary exit of major players, even Chinese competitors coming under the scrutiny of the federal government. These developments, while natural for a new industry at our stage, create a meaningful opportunity for ChargePoint Holdings, Inc. to gain market share. We are not waiting for the growth to come to us; we are actively pursuing it. This brings me to the most exciting announcement of the year so far: our new partnership with Eaton, one of the world's largest intelligent power management companies. The cornerstone of this partnership is innovation, which will drive growth. Our goal is to make electrified transportation simple and economically a no-brainer. Charging deployments are increasingly complex, with a significant portion of them requiring grid upgrades. So we are integrating charging and electrical equipment into a single solution which addresses a major gap in the market. Together, ChargePoint Holdings, Inc. and Eaton will deliver EV charging, electrical infrastructure, energy management, and engineering services as the market's only end-to-end EV charging and power management solutions. These fully integrated solutions will get our customers up and running faster, simultaneously lowering their costs, and are available for order now. The next phase of the partnership will offer co-developed future technologies to further drive down costs, improve efficiency, and advance bidirectional power flow technology to fully optimize V2X capabilities. This will enable customers to use EVs as another distributed energy resource they can integrate into their energy infrastructure to help power operations. The first innovations from this effort are set to be announced in September. So what does this do for ChargePoint Holdings, Inc.'s business? In addition to a compelling and highly differentiated offering, we now have access to Eaton's formidable go-to-market engine, which does nearly $25 billion in annual sales across more than 160 countries. We anticipate that the relationship will drive incremental revenue growth for ChargePoint Holdings, Inc. This partnership cements ChargePoint Holdings, Inc. as the enabler of the entire EV ecosystem, from the grid to the dashboard of the vehicle and everything in between. Our second major announcement of the quarter, once again aligned with our goal of delivering innovation, was the announcement of our new AC hardware architecture. This is the first product line developed utilizing our lower-cost co-development structure and will enter the market at a highly competitive price point while still increasing our margins. This new architecture underpins a range of upcoming models that will roll out over the next year, serving home, commercial, and fleet use cases. These products will represent a major portion of our hardware volume. By bringing a generational leap in our technology to market at an affordable price point, we anticipate greater volume in the US, where we have the number one AC market share and considerable market penetration in Europe, where we have not had a product in this category to date. The first charger, part of our European take-home fleet solution, is expected to begin production in July. Growth and innovation remain the year two priorities of our strategic plan, and we are making progress on both. We entered year two ahead of schedule, positioning us to realize the benefits of our streamlined cost structure and revitalized product portfolio in year three. Our partnership with Eaton unlocks immediate growth opportunities by combining our EV charging leadership with their complementary solutions and their commercial scale. Our new AC hardware architecture is the first of several high-impact innovations planned for this year, designed to expand market share, drive volume, and improve margins. Combined with our operational excellence, we are laying the groundwork for meaningful financial upside as the year moves on. I will now turn the call over to our CFO, Mansi Khetani, to cover our financials in more detail. Mansi Khetani: Thanks, Rick. As a reminder, please see our earnings press release where we reconcile our non-GAAP results to GAAP. Our principal exclusions are stock-based compensation, amortization of intangible assets, and certain costs related to restructuring and acquisitions. Revenue for the first quarter was $98 million, within our guidance range. Network charging systems at $52 million accounted for 53% of first-quarter revenue. This was almost flat sequentially despite Q1 typically experiencing a seasonal dip and was down 20% year on year. Subscription revenue at $38 million was 39% of total revenue, essentially flat sequentially mostly due to fewer days in Q1 which impacts prorated revenue recognition, and up 14% year on year due to the recurring revenue generated from a higher installed base. Other revenue at $8 million was 8% of total revenue, down 31% sequentially and down 8% year on year. Other includes various revenue items which tend to be lumpy and was significantly lower this quarter primarily as a result of lower one-time project revenue which is recognized based on completion rate. Turning to verticals, which we report from a billing perspective, first-quarter billings percentages were commercial 71%, fleet 13%, residential 12%, and other 3%. From a geographic perspective, North America made up 85% of revenue, and Europe was 15%. Europe was lower than normal, due largely to weakness in Germany. This was partially made up in North America, which was slightly higher compared to last quarter even though the first quarter is typically seasonally lower and despite significant macroeconomic headwinds. Non-GAAP gross margin was 31%, improving by one percentage point sequentially and up seven percentage points year on year. This is attributable to higher margins in both hardware and subscription, as well as subscription revenue growing as a percentage of total revenue. Hardware gross margin increased sequentially despite the impact of incremental tariffs and freight incurred in Q1. Subscription margins reached a record high of 60% on a GAAP basis and were even higher on a non-GAAP basis due to economies of scale and continued optimization of support costs. Based on currently available information, we expect the financial impact of tariffs on our COGS to remain minimal and expect gross margins to continue around the current range and to further improve later in the year. Non-GAAP operating expenses were $57 million, up 9% sequentially and down 15% year on year. As mentioned previously, this quarter's OpEx included the impact of annual raises and investments in certain key areas of the business. We will continue to manage OpEx closely. Non-GAAP adjusted EBITDA loss was $23 million. This compared with a loss of $17 million in the prior quarter and a loss of $36 million in the first quarter of last year. Stock-based compensation was $18 million, up from $15 million in the prior quarter and down from $22 million year on year. Our inventory balance increased by $3 million due to the impact of foreign exchange rates on inventory held by our international subsidiaries. However, we saw a decrease in inventory units across most products as we continue to sell through. We anticipate that inventory balance will reduce gradually throughout the year, helping to free up cash. Speaking of cash, we ended the quarter with $196 million in cash on hand. Q1 tends to be the quarter with the highest cash usage due to the timing of some large annual payments. We will continue to rigorously manage cash, and we have access to a $150 million revolving credit facility which remains undrawn. We have no debt maturities until 2028, and we have existing capacity on our ATM. Turning to guidance, for the second quarter of fiscal 2026, we expect revenue to be $90 million to $100 million. We are guiding with caution due to the continued changes in the macro environment, including tariff uncertainty, as well as our near-term focus on operationalizing our partnership with Eaton. While there is always a possibility of headwinds from deterioration in macro conditions, we expect revenue upside later in the year from the introduction of our new AC hardware that Rick outlined, better performance in Europe, and growth from our new partnership with Eaton. We continue to focus on revenue growth, gross margin expansion, and cost management to achieve our stated goal of being adjusted EBITDA positive in a quarter during fiscal 2026. We will now open the call for questions. At this time, I would like to remind everyone, in order to ask a question, please press star then the number one on your telephone keypad. We request that you limit yourself to one question and one follow-up. We will pause for just a moment to compile the Q&A roster. Our first question comes from the line of Colin Rusch with Oppenheimer. Your line is open. Colin Rusch: Thanks so much, guys. You know, with this Eaton partnership and what you are seeing in terms of the market and the new AC product, can you talk a little bit about the pipeline of activity and how we should be thinking about a return to growth here on the top line for the new systems? Rick Wilmer: Yeah. Thanks, Colin. I think there are a variety of forces at play, some positive, some causing caution. Obviously, the macroeconomic conditions, tariffs, and we are seeing some customers get conservative with spending in cash. There is obviously uncertainty around policies supporting the electrification of transportation, particularly in the US, which I think are also headwinds. On the other hand, we are very excited about our partnership with Eaton. We fully expect that to drive incremental growth, and there is a lot of work to do this quarter in particular to operationalize this relationship. We fully expect to hit our stride and have this, again, fully operationalized as we enter our fiscal Q3. So a variety of factors at play. Colin Rusch: Okay. And then in terms of international expansion, you know, ex-Europe, is Eaton able to help you guys get into some incremental geographies where you have not been operating to date? And how should we think about the potential for the opportunity in Central South America, other parts of North America where you are not maybe fully loaded? You know, it seems like you have got pretty good coverage in the US and Canada, but maybe you are missing something. And then, you know, potentially places like Australia and others where you could see some incremental sales. Rick Wilmer: Yeah. Eaton definitely has the capabilities to do that. At this point in time, we are focused on North America and Europe. We believe with the combined product portfolio, what we have to offer in Europe and North America, we have got plenty of TAM to address in those two geographies. But, again, the possibility definitely exists to penetrate new partnership. Colin Rusch: Thanks so much. And then just a final one on the cadence of the inventory reduction, Mansi. Should we be thinking about that as kind of low single-digit millions, mid-single-digit millions, of inventory consumption on a quarterly basis? Just want to get a better sense of how to get that number on a trajectory basis and what is the right target for you guys in terms of the right inventory that you want to be carrying on an ongoing basis? Mansi Khetani: Yeah. So, you know, obviously, there are a lot of factors that inventory balance will depend on. It depends on the mix of sell-through, the mix of production, etc. So all we can say right now is that we expect gradual reduction with a more meaningful reduction coming in the second half as we see revenue growth. Colin Rusch: Okay. I will hop back in queue. Thanks, guys. Operator: Thank you. Again, if you would like to ask a question, press star one on your telephone keypad. That is all the questions for today. Ladies and gentlemen, that concludes today's call. Thank you all for joining. You may now disconnect. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor's total average return is 994%* — a market-crushing outperformance compared to 172% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. *Stock Advisor returns as of June 2, 2025 This article is a transcript of this conference call produced for The Motley Fool. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript. Parts of this article were created using Large Language Models (LLMs) based on The Motley Fool's insights and investing approach. It has been reviewed by our AI quality control systems. Since LLMs cannot (currently) own stocks, it has no positions in any of the stocks mentioned. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.


Globe and Mail
an hour ago
- Globe and Mail
Global Ophthalmic Implants Market Revenue to Reach USD 8.14 billion by 2030 – Exclusive Research by Focus Reports
"Global Ophthalmic Implants Market Revenue to Reach USD 8.14 billion by 2030 - Exclusive Research by Focus Reports" Industry Analysis Report, Regional Outlook, Growth Potential, Price Trends, Competitive Market Share & Forecast 2025–2030. According to Focus Report's latest research report, the global ophthalmic implants market is growing at a CAGR of 7.48% during 2021-2030. Looking for More Information? Click: Report Scope: Market Size (2030): USD 8.14 Billion Market Size (2024): USD 5.28 Billion CAGR (2024-2030): 7.48% Historic Year: 2021-2023 Base Year: 2024 Forecast Year: 2025-2030 Largest Region (2024): North America Fastest-Growing Region: Asia Pacific Market Segmentation: Product, Application, End-Users, and Geography Geographic Analysis: North America, Europe, APAC, Latin America, and the Middle East & Africa Market Overview The global ophthalmic implants market is evolving rapidly, driven by the increasing burden of eye diseases, a growing ageing population, and rising healthcare expenditure dedicated to vision care. Eye health continues to be a critical global concern, with leading organizations such as the World Health Organization (WHO), the International Agency for the Prevention of Blindness (IAPB), and the American Academy of Ophthalmology, along with numerous regional and national health authorities, playing an active role in promoting eye care awareness and access to surgical interventions. The COVID-19 pandemic significantly disrupted the ophthalmology landscape, resulting in widespread delays and cancellations of elective eye surgeries and consultations. This disruption led to a notable slowdown in the ophthalmic implants market between 2019 and 2020, with a substantial decline in surgical volumes and overall market revenues. However, easing restrictions in 2021 led to a surge in postponed procedures, boosting demand for ophthalmic implants. After a slight dip in 2022 as backlogs cleared, the market has stabilized since 2023 and is expected to maintain consistent growth supported by ongoing innovations and rising patient awareness. Growing Adoption of Synthetic Corneal Implants Expands Treatment Options for High-Risk Patients The growing use of synthetic corneal implants is bringing new hope to patients suffering from corneal blindness, especially those who cannot undergo traditional corneal transplants. While donor cornea transplants work well for many, they often fail in patients with conditions like chronic inflammation, glaucoma, herpes infections, or excessive blood vessel growth in the cornea. In addition, the global demand for donor corneas far exceeds supply, particularly in developing countries. Synthetic corneal implants, known as keratoprostheses, offer an effective alternative. According to the Cornea Research Foundation of America (2025), these fully artificial implants are now widely available and are helping restore vision in patients who are not suitable for human donor transplants. With an estimated 11 million people worldwide affected by bilateral corneal blindness (2022), this advancement is making treatment more accessible, reducing wait times, and improving outcomes for those most in need. By offering a reliable solution where traditional methods fall short, synthetic implants are enhancing care and quality of life for patients around the world. Rising Adoption of Advanced Ocular Devices Opens New Horizons in Eye Care Market The eye implant market is witnessing significant momentum, driven by the rising acceptance of advanced ocular technologies such as artificial eyes and glaucoma management devices. This growing adoption is being further supported by a surge in regulatory approvals, enabling leading manufacturers to expand their product portfolios and capitalize on new revenue streams. Ongoing investments in R&D are paving the way for next-generation eye care solutions, with cutting-edge ophthalmic diagnostics accelerating clinical acceptance and market penetration. Increased digital accessibility has also played a crucial role in patient education, empowering individuals to explore innovative treatment options and thereby boosting demand. One notable advancement gaining traction is the artificial corneal implant, which has emerged as a crucial alternative for patients unsuitable for human donor transplants. As highlighted by the Cornea Research Foundation of America (2023), while over 11 million people globally suffer from corneal blindness, only 100,000 receive donor-based implants, underscoring a critical gap and reinforcing the need for synthetic alternatives. The European Blind Union (2022) reports that nearly 30 million people in Europe are affected by visual impairments, driving the need for more frequent and sophisticated corneal procedures. With an aging population and rising expectations for high-quality eye care, the adoption of advanced ocular implants is expected to accelerate in the years ahead. Recent Vendor Activities In 2024, Alimera Sciences was acquired by ANI Pharmaceuticals to expand its footprint into the ophthalmology sector. This transaction is valued at around $381 million. Alimera Sciences was offered 2 ophthalmic implants that treat posterior eye diseases. In 2024, Johnson & Johnson Medtech- one of the global companies in eye health launched TECNIS PureSee (Intraocular Lens) to correct refractive presbyopia in Europe and the Middle East and Africa (EMEA). In 2024, Occular Therapeutix, a biopharmaceutical company, announced that the first patients had been enrolled in the phase 3 SOL-R clinical studies evaluating repeat dosing of the AXPAXLI implant for the treatment of a patient with wet AMD. Strategic Innovations and Collaborations Drive Expansion in Ophthalmic Implants Market In recent years, the global ophthalmic implants industry has experienced dynamic strategic activities, including mergers, acquisitions, and partnerships, aimed at expanding global footprints and accelerating product innovation. Leading companies such as Alcon, ZEISS Group, Bausch + Lomb, and Johnson & Johnson continue to dominate the market, offering advanced ophthalmic implant solutions that not only fulfill consumer needs but also adhere to stringent regulatory standards. These key players are enhancing product efficiency and solidifying their market positions through robust brand presence and extensive geographic reach worldwide. The competitive landscape has intensified as vendors increasingly deploy strategies like new product launches, strategic mergers and acquisitions, and the integration of cutting-edge technologies and materials into their offerings. A notable example includes Science Corporation's acquisition of Pixium's PRIMA Retinal Implants, marking a significant step in their commitment to vision restoration. While this innovative retinal implant is not yet commercially available, promising preliminary clinical trial results highlight the potential of emerging technologies to revolutionize ocular care and expand market opportunities. Key Vendors Alcon Carl Zeiss Bausch + Lomb Johnson & Johnson Other Prominent Vendors AJL Ophthalmic BVI Care Group CorNeat Vision Devine Meditech EyeD Pharma Ani Pharmaceuticals Eyedeal Medical Technology Company Limited Müller Söhne Gulden Ophthalmics Glaukos HumanOptics Hoya Corporation LambdaVision Labtician Ophthalmics MORCHER iSTAR Medical Ophtec Omni Lens Rayner Intraocular Lenses Limited SMR OPHTHALMIC Ocular Therapeutix F. Hoffmann-La Roche Market Segmentation & Forecast Product Intraocular Lenses Glaucoma Implants Corneal Implants Others Application Cataract Surgery Glaucoma Surgery Other Applications End-Users Hospitals Ophthalmic Clinics Other End-User Geography North America US Canada Europe Germany UK France Italy Spain APAC China Japan India Australia South Korea Latin America Brazil Mexico Argentina Middle East & Africa Turkey Saudi Arabia South Africa Other Related Reports that Might be of Your Business Requirement Global Contact Lenses Market - Focused Insights 2024-2029 Global Disposable Contact Lenses Market - Focused Insights 2024-2029 What Key Findings Will Our Research Analysis Reveal? How big is the global ophthalmic implants market? What are the factors driving the global ophthalmic implants market growth? Which product type will dominate the global ophthalmic implants market growth? Which region will have the highest growth in the global ophthalmic implants market? Who are the major players in the global ophthalmic implants market? What is the growth rate of the global ophthalmic implants market? Why Arizton? 100% Customer Satisfaction 24x7 availability – we are always there when you need us 200+ Fortune 500 Companies trust Arizton's report 80% of our reports are exclusive and first in the industry 100% more data and analysis 1500+ reports published till date Post-Purchase Benefit 1hr of free analyst discussion 10% off on customization About Us: Arizton Advisory and Intelligence is an innovative and quality-driven firm that offers cutting-edge research solutions to clients worldwide. We excel in providing comprehensive market intelligence reports and advisory and consulting services. We offer comprehensive market research reports on consumer goods & retail technology, automotive and mobility, smart tech, healthcare, life sciences, industrial machinery, chemicals, materials, I.T. and media, logistics, and packaging. These reports contain detailed industry analysis, market size, share, growth drivers, and trend forecasts. Arizton comprises a team of exuberant and well-experienced analysts who have mastered generating incisive reports. Our specialist analysts possess exemplary skills in market research. We train our team in advanced research practices, techniques, and ethics to outperform in fabricating impregnable research reports.


Globe and Mail
an hour ago
- Globe and Mail
Constellation's Meta Deal: Why This Nuclear Stock is a Must Buy Now
Constellation Energy ( CEG ) and Meta signed a 20-year nuclear power deal on June 3. The power purchase agreement further solidifies the long-term growth relationship between nuclear energy and artificial intelligence, entrenching Constellation as one of the best long-term investments on Wall Street. Despite the blockbuster nuclear energy deal to fuel Meta's AI data center push—Constellation's second 20-year deal with an AI hyperscaler—the stock gave up all its early morning gains from Tuesday and fell again Wednesday morning. Constellation got rejected at its all-time highs after it grew overheated. Patient long-term investors and traders now have a chance to buy the nuclear energy powerhouse 13% below its highs, or wait for a possibly larger pullback to some of its moving averages. CEG Stock: Why The Nuclear Energy Giant is a Must Buy The U.S. government and big tech—two of the most critical drivers of the economy—have gone all in on nuclear energy. The U.S. government has launched various initiatives to support the revival of nuclear energy, aiming to triple capacity by 2050 to fuel economic growth and AI development and build greater energy independence. President Trump signed a nuclear energy executive order on May 23, designed to speed up nuclear power expansion and innovation. Meanwhile, Meta, Microsoft, Amazon, and other mega-cap technology companies have all signed nuclear energy deals with established companies and upstarts aiming to roll out the next generation of nuclear energy technology over the next decade. Big tech is helping drive the nuclear energy revolution because they are trying to use less fossil fuels while their AI expansion requires more energy than ever. Large data centers can consume nearly as much electricity as a midsize city, and generative AI platforms like ChatGPT use at least 10 times the energy of a typical Google search. Constellation is the largest U.S. nuclear power plant operator, managing over 20 reactors across roughly a dozen sites in the Midwest, Mid-Atlantic, and Northeast. CEG strengthened its nuclear energy bull case by securing a 20-year power purchase agreement with Microsoft ( MSFT ) in September that will see it restart Three Mile Island Unit 1. The biggest U.S. nuclear power company then cemented its position as a modern energy titan with its planned $26.6 billion deal to acquire natural gas and geothermal powerhouse Calpine at the start of 2025. CEG's acquisition creates the largest clean energy firm and expands its footprint into power-hungry, tech-heavy Texas and California. Most recently, Constellation and Meta ( META ) signed a 20-year power purchase agreement for nuclear power in Illinois set to start in 2027. 'The agreement supports the relicensing and continued operations of Constellation's high-performing Clinton nuclear facility for another two decades after the state's ratepayer funded zero emission credit (ZEC) program expires. This deal will expand Clinton's clean energy output by 30 megawatts through plant uprates.' The deal will also help Constellation pursue the possibility of building small modular nuclear reactors at the Illinois site. CEG raised its dividend by 10% in 2025 after it boosted its payout by 25% in 2024. Constellation also projects 'visible, double-digit long-term base EPS growth backed by the Nuclear Production Tax Credit.' The nuclear energy powerhouse is expected to grow its adjusted earnings by 9% in 2025 and 22% in 2026. CEG's EPS estimates have climbed significantly over the last few years, with its FY26 estimates up solidly since its early May earnings release. Buy Nuclear Energy Stock CEG on the Dip and Hold Forever? Constellation stock has soared 355% in the last three years to crush the Energy sector's 8% decline and the S&P 500's 50% run. The company's 470% surge since its early February 2022 IPO is more impressive, as Wall Street dove into the stock for dividend and earnings expansion and the long-term upside potential of nuclear energy. Image Source: Zacks Investment Research CEG has been on more of an up and down run over the past 12 months, yet it is still up 45%. The stock got rejected right at its all-time highs on Tuesday and trades roughly 13% below those levels. Long-term investors might want to buy Constellation now and avoid the market timing game (and buy more if fades to its 50-day). Traders, meanwhile, might wait for a possible slide to its early-January breakout levels (and its October highs) or other key moving averages. 5 Stocks Set to Double Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2024. While not all picks can be winners, previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%. Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. Today, See These 5 Potential Home Runs >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT): Free Stock Analysis Report Constellation Energy Corporation (CEG): Free Stock Analysis Report Meta Platforms, Inc. (META): Free Stock Analysis Report