Latest news with #OracleDatabase
Yahoo
15-05-2025
- Business
- Yahoo
Top Analyst Reports for Oracle, IBM & Merck
Wednesday, May 14, 2025The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Oracle Corp. (ORCL), IBM Corp. (IBM) and Merck & Co., Inc. (MRK), as well as a micro-cap stock Earth Science Tech, Inc. (ETST). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the research reports have been hand-picked from the roughly 70 reports published by our analyst team can see all of today's research reports here >>>Ahead of Wall StreetThe daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens and attempts to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each can read today's AWS here >>> No Econ Reports Equals Good News in Pre-MarketToday's Featured Research ReportsOracle's shares have outperformed the Zacks Computer - Software industry over the past year (+39.2% vs. +10%). The company is gaining from the ongoing momentum across its cloud business, driven by the strong uptake of Oracle Cloud Infrastructure and Autonomous Database offerings, including from winning cloud-computing contracts from AI-focused solid adoption of cloud-based applications, comprising NetSuite Enterprise Resource Planning (ERP) and Fusion ERP, bodes well. ORCL's partnership with Amazon for Oracle Database@AWS and general availability of Oracle Database@Google holds promise. Oracle's Gen 2 Cloud is driving artificial intelligence clientele. Its share buybacks and dividend policy are Zacks analyst expects fiscal 2025 net sales to grow 7.7% from fiscal 2024. However, higher spending on product enhancements toward the cloud platform amid increasing competition in the cloud domain is likely to limit margin expansion.(You can read the full research report on Oracle here >>>)Shares of IBM have outperformed the Zacks Computer - Integrated Systems industry over the past year (+61.5% vs. -2.5%). The company is poised to benefit from strong demand for hybrid cloud and AI, driving growth in Software and Consulting. The company's growth is expected to be driven primarily by analytics, cloud computing, and security in the long core technology platform for AI capabilities watsonx is gaining significant market traction across industries. The company is collaborating with SAP to tap generative AI technology within the retail industry. The collaboration is likely to facilitate higher productivity and help accelerate business transformation in consumer-packaged goods and retail stiff competition in various end markets is straining profits. Stringent cost-cutting efforts to boost margins beyond a certain threshold are likely to impact product quality. IBM's frequent acquisitions have escalated integration risks.(You can read the full research report on IBM here >>>)Merck's shares have underperformed the Zacks Large Cap Pharmaceuticals industry over the year-to-date period (-26% vs. -4.7%). The company's rising competitive pressure on the diabetes franchise and persistent challenges for Gardasil in China remain overhangs. There are concerns about Merck's ability to successfully navigate the Keytruda loss of exclusivity period and potential competition for the Merck's first-quarter earnings and sales beat estimates. Its blockbuster drug, Keytruda, and new products have been driving sales. With continued label expansion into new indications, particularly earlier-stage launches, Keytruda is expected to see continued health is also contributing to growth. Merck boasts a strong cancer pipeline, including Keytruda, which should drive long-term growth. Merck is investing in M&A activity to strengthen its pipeline.(You can read the full research report on Merck here >>>)Shares of Earth Science Tech have outperformed the Zacks Medical - Biomedical and Genetics industry over the year-to-date period (+11.4% vs. -7.8%). This microcap company with market capitalization of $42.53 million posted a 311.6% year-over-year revenue surge to $24.4 million for the nine months ended Dec. 31, 2024, driven by RxCompound and Peaks. The vertically integrated model, new revenue from shipping and balanced customer mix support cash flow rose to $2.4 million, reflecting tighter working capital controls. Gross margin held firm at 72.7% despite a 1,151% spike in salaries. Strategic acquisitions expanded pharmacy and telehealth capabilities, but integration, liquidity ($0.5 million cash against $2.3 million liabilities), and revenue concentration risks buybacks amid short-term debt, opaque marketing ROI, and thin net margins (8.5%) raise sustainability questions. Execution and financial discipline will be critical to support ongoing growth. The P/B ratio signals premium pricing based on asset expectations.(You can read the full research report on Earth Science Tech here >>>)Other noteworthy reports we are featuring today include CVS Health Corporation (CVS), MetLife, Inc. (MET) and Coinbase Global, Inc. (COIN).Mark VickerySenior EditorNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>> Today's Must Read Oracle (ORCL) Gains from Cloud Suite Adoption & Partnerships IBM Rides on Strong Customer Growth in Software Segment Keytruda Drives Merck (MRK) Sales Amid Gardasil China Issues Featured Reports Healthcare Delivery Aids CVS Health (CVS), Macro Woes StayThe Zacks analyst is impressed with solid revenue gains in CVS Health's Healthcare Delivery business, led by robust patient growth at Oak Street. Yet, shifting macroeconomy may hurt its operations. Acquisitions & Cost-Cutting Initiatives Aid MetLife (MET)Per the Zacks analyst, several acquisitions and partnerships will continue to bolster the capabilities and global presence of MetLife. Efforts to control costs should drive its margins. Coinbase (COIN) Banks on Improving Top Line, Expenses HurtPer the Zacks analyst, higher transaction revenues, subscription and services revenues, growth in crypto assets should drive Coinbase revenues. However, escalating expenses hurt its margins. Yum! Brands (YUM) Banks on Digital Efforts, High Costs HurtPer the Zacks analyst, Yum! Brands is likely to from digital efforts, increased kiosk adoption and unit expansion efforts. However, high costs and macro woes ail. Loan Growth Supports M&T Bank (MTB), Rising Costs a WoePer the Zacks analyst, M&T Bank's increasing loans and deposit balances are supporting its financials. Yet, investments in strengthening its franchise will keep expenses elevated. Wabtec (WAB) Benefits From Segmental Strength Amid Rising ExpensesPer the Zacks Analyst, Wabtec's top line is benefitting from higher sales across its Freight and Transit segments. Rising expenses pose a threat to the company's bottom line. Antero Resources (AR) to Gain from Vast Appalachia AssetsPer the Zacks analyst, Antero Resources is poised for growth with a strong foothold in the Appalachian Basin, backed by extensive premium drilling locations in Marcellus and Utica Shales. New Upgrades Steady Tower Demand Aids Crown Castle (CCI), Debt Burden AilPer the Zacks Analyst, Crown Castle's efforts to augment tower business bode well amid the rising wireless connectivity usage. Yet, customer concentration and high interest expenses ail. Seagate (STX) Rides on Mass Capacity Demand Amid High DebtPer the Zacks analyst, Seagate's performance is gaining from improving demand for mass capacity storage solutions and expansion into the SSD storage market. However, high indebtedness is a concern. Increasing Solar Projects Drive Emeren (SOL) Amid Supply Chain IssuesPer the Zacks analyst, Emeren is likely to benefit from its expanding solar projects worldwide. Yet supply chain issues result in delays and increase costs. New Downgrades Challenges in RV Market & Rising Expenses to Ail Thor (THO)Per the Zacks analyst, the anticipated challenges in the RV market are likely to hurt Thor's top-line growth. Rising SG&A expenses are likely to exert pressure on profit margins. Weakness in PTI Sector to Hurt MRC Global Amid Forex WoesPer the Zacks analyst, MRC Global is struggling with poor performance of the Production & Transmission Infrastructure sector due to completion of large projects. Forex woes are an added concern. Target (TGT) Struggles as Shoppers Cut Back on SpendingPer the Zacks analyst, Target's fourth quarter shows troubling signs with a decline in average transaction size, highlighting deepening consumer cutbacks. The average transaction amount fell 0.6%. 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 International Business Machines Corporation (IBM) : Free Stock Analysis Report Merck & Co., Inc. (MRK) : Free Stock Analysis Report MetLife, Inc. (MET) : Free Stock Analysis Report CVS Health Corporation (CVS) : Free Stock Analysis Report Oracle Corporation (ORCL) : Free Stock Analysis Report Earth Science Tech, Inc. (ETST) : Free Stock Analysis Report Coinbase Global, Inc. (COIN) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
National Post
30-04-2025
- Business
- National Post
Pythian Acquires Rittman Mead
Article content Article content OTTAWA, Ontario — Pythian Services Inc. ('Pythian'), a portfolio company of Mill Point Capital LLC ('Mill Point'), announced today the acquisition of Rittman Mead Consulting Ltd. ('Rittman Mead'), a globally recognized Oracle data and analytics consultancy. The Rittman Mead acquisition enhances Pythian's Oracle footprint, expands its geographic presence in Europe and strengthens its Oracle Database@Google Cloud capabilities, a powerful multi-cloud partnership that accelerates modernization. Article content 'This acquisition marks a pivotal moment in Pythian's trajectory, solidifying our position as a global leader in data, analytics and AI solutions,' said Brooks Borcherding, CEO of Pythian. 'Rittman Mead's stellar reputation, deep Oracle expertise, global presence and cultural alignment make them an ideal partner to accelerate our mission in empowering enterprises to maximize the value of their data and drive innovative efforts towards AI readiness.' Article content With the acquisition of Rittman Mead, Pythian gains notable business intelligence and analytics capabilities, an enhanced presence in Europe and access to greater Oracle expertise. The partnership demonstrates an elevated ability to deliver value on business-critical milestones along the data journey, from cloud and data transformations to advanced analytics and AI initiatives. Article content 'Rittman Mead and Pythian have worked together for more than 12 years and we are aligned in our cultures and values,' commented Jon Mead, Founder and CEO of Rittman Mead. 'Our exceptional people, advanced Oracle capabilities and focus on strategic solutions seamlessly complement Pythian's existing capabilities, allowing us to offer even greater value to customers and accelerate our engagement in the data and AI services market.' Article content About Rittman Mead Article content Founded in 2007 and headquartered in Brighton, United Kingdom, Rittman Mead is a globally recognized Oracle data and analytics consultancy. With over 15 years of experience, the company provides hybrid solutions across a wide range of enterprise and open-source technologies and is positioned as a global leader in the broader data and analytics landscape. For more information, visit Article content About Pythian Article content Founded in 1997, Pythian is a leading data and AI services provider specializing in digital transformation and operational excellence for enterprise customers. Pythian helps organizations optimize their data estates to unlock AI enablement, innovation and growth. Through strategic consulting, managed services and cloud migrations, Pythian enables seamless operations while preparing businesses for AI adoption and the future of data management. For more information, visit Article content Article content Article content Article content Article content Article content
Business Wire
30-04-2025
- Business
- Business Wire
Pythian Acquires Rittman Mead
OTTAWA, Ontario--(BUSINESS WIRE)--Pythian Services Inc. ('Pythian'), a portfolio company of Mill Point Capital LLC ('Mill Point'), announced today the acquisition of Rittman Mead Consulting Ltd. ('Rittman Mead'), a globally recognized Oracle data and analytics consultancy. The Rittman Mead acquisition enhances Pythian's Oracle footprint, expands its geographic presence in Europe and strengthens its Oracle Database@Google Cloud capabilities, a powerful multi-cloud partnership that accelerates modernization. 'This acquisition marks a pivotal moment in Pythian's trajectory, solidifying our position as a global leader in data, analytics and AI solutions," said Brooks Borcherding, CEO of Pythian. "Rittman Mead's stellar reputation, deep Oracle expertise, global presence and cultural alignment make them an ideal partner to accelerate our mission in empowering enterprises to maximize the value of their data and drive innovative efforts towards AI readiness." With the acquisition of Rittman Mead, Pythian gains notable business intelligence and analytics capabilities, an enhanced presence in Europe and access to greater Oracle expertise. The partnership demonstrates an elevated ability to deliver value on business-critical milestones along the data journey, from cloud and data transformations to advanced analytics and AI initiatives. 'Rittman Mead and Pythian have worked together for more than 12 years and we are aligned in our cultures and values,' commented Jon Mead, Founder and CEO of Rittman Mead. 'Our exceptional people, advanced Oracle capabilities and focus on strategic solutions seamlessly complement Pythian's existing capabilities, allowing us to offer even greater value to customers and accelerate our engagement in the data and AI services market.' About Rittman Mead Founded in 2007 and headquartered in Brighton, United Kingdom, Rittman Mead is a globally recognized Oracle data and analytics consultancy. With over 15 years of experience, the company provides hybrid solutions across a wide range of enterprise and open-source technologies and is positioned as a global leader in the broader data and analytics landscape. For more information, visit About Pythian Founded in 1997, Pythian is a leading data and AI services provider specializing in digital transformation and operational excellence for enterprise customers. Pythian helps organizations optimize their data estates to unlock AI enablement, innovation and growth. Through strategic consulting, managed services and cloud migrations, Pythian enables seamless operations while preparing businesses for AI adoption and the future of data management. For more information, visit About Mill Point Capital Mill Point Capital LLC is a private equity firm focused on control investments in lower-middle market companies across the Business Services, Industrials and IT Services sectors throughout North America. Mill Point's experienced team of investors, Executive Partners and Functional Experts seek portfolio company value enhancement through rigorous implementation of transformative strategic initiatives and operational improvements. Mill Point is based in New York, NY. For more information, please visit
AFP
29-04-2025
- Business
- AFP
Technology Reply Optimizes Pusterla 1880's Quotation Management with Oracle AI Capabilities, Reducing the Estimation Time by 90%
Technology Reply, the Reply Group company specialising in designing solutions based on Oracle technologies, today announced the development of an AI-based solution for managing the quotation process at Pusterla 1880. The implementation has reduced the time required to create new quotations to under five minutes and decreased the time needed to generate and validate cost estimates by 90%. This press release features multimedia. View the full release here: 'Leveraging the AI capabilities offered by Oracle Cloud Infrastructure and Oracle Database 23ai, and supported by Technology Reply's expertise, we have significantly streamlined our quotation process. This has enabled us to respond more quickly to customer requests while reducing the risk of errors in our decision-making,' said Luca Meana, President, Pusterla 1880. Pusterla 1880, a company with over 140 years of experience in luxury packaging production, faced increasing complexity in its quoting processes due to product customization and cost variability. Pusterla 1880 sought to improve the efficiency and precision in responding to customer requests by adopting a solution that automates the entire process, moving beyond traditional manual methods. The solution consists of a set of dedicated AI agents, developed and operated on Oracle Cloud Infrastructure (OCI) and Oracle Database solution is designed to generate accurate cost estimates and pricing proposals. Each agent in the system handles and automates a specific phase of the quoting process using data stored in Oracle Database 23ai and retrieval-augmented generation. The agents in the system include an AI Configurator Assistant that analyzes historical data to generate new product production processes, a Brief Analysis Assistant that automatically extracts technical specifications from customer briefs, and an Estimates Assistant that automates and optimizes decision-making by leveraging past data stored in Oracle Database 23ai. This agent generates dynamic queries based on model annotations within the structured data model, enhancing the accuracy and speed of the estimation process. Additionally, it uses Oracle AI Vector Search to retrieve relevant financial documents and train the LLM with contextual business knowledge, further improving the quality of responses. 'Leveraging the AI capabilities offered by Oracle Cloud Infrastructure and Oracle Database 23ai, and supported by Technology Reply's expertise, we have significantly streamlined our quotation process. This has enabled us to respond more quickly to customer requests while reducing the risk of errors in our decision-making,' said Luca Meana, President, Pusterla 1880. 'Our collaboration with Technology Reply is revolutionizing AI-driven business processes by harnessing the power of Oracle Autonomous Database and AI Vector Search. Through the Pusterla 1880 project, we are demonstrating how AI can seamlessly integrate into enterprises, driving intelligent automation and operational efficiency. With Oracle Cloud Infrastructure as the foundation, we are enabling businesses to unlock new levels of innovation and performance,' said Tirthankar Lahiri, SVP, Mission-Critical Data and AI Engines. By adopting the joint solution developed with Technology Reply and Oracle, Pusterla 1880 has achieved significant benefits, including increased quote accuracy, reduced response times, and more efficient resource management. The solution has also enhanced pricing accuracy, reducing the risk of misquoted estimates and improving the alignment of quotes with production costs. The system empowers data-driven decision-making in pricing strategies, leading to more strategic and consistent outcomes. Pusterla 1880 Pusterla 1880 is a leading company in luxury packaging production with a long tradition and a strong commitment to sustainability and innovation. Through continuous research into innovative materials and original technical solutions, Pusterla offers high-quality, customised packaging with a focus on environmental sustainability. Technology Reply Technology Reply [MTA, STAR: REY, ISIN: IT0005282865], part of the Reply Group, specialises in designing innovative solutions based on Oracle technologies. With over 25 years of experience, it supports companies in their innovation and digital transformation processes by integrating AI, Machine Learning, Big Data, and emerging technologies. Trademarks Oracle, Java, MySQL and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing. View source version on Press contact: Reply Fabio Zappelli Tel. +390117711594 Irene Caia Tel. +39 02 535761 © Business Wire, Inc. Disclaimer : This press release is not a document produced by AFP. AFP shall not bear responsibility for its content. In case you have any questions about this press release, please refer to the contact person/entity mentioned in the text of the press release.
Associated Press
29-04-2025
- Business
- Associated Press
Technology Reply Optimizes Pusterla 1880's Quotation Management with Oracle AI Capabilities, Reducing the Estimation Time by 90%
TURIN, Italy--(BUSINESS WIRE)--Apr 29, 2025-- Technology Reply, the Reply Group company specialising in designing solutions based on Oracle technologies, today announced the development of an AI-based solution for managing the quotation process at Pusterla 1880. The implementation has reduced the time required to create new quotations to under five minutes and decreased the time needed to generate and validate cost estimates by 90%. This press release features multimedia. View the full release here: 'Leveraging the AI capabilities offered by Oracle Cloud Infrastructure and Oracle Database 23ai, and supported by Technology Reply's expertise, we have significantly streamlined our quotation process. This has enabled us to respond more quickly to customer requests while reducing the risk of errors in our decision-making,' said Luca Meana, President, Pusterla 1880. Pusterla 1880, a company with over 140 years of experience in luxury packaging production, faced increasing complexity in its quoting processes due to product customization and cost variability. Pusterla 1880 sought to improve the efficiency and precision in responding to customer requests by adopting a solution that automates the entire process, moving beyond traditional manual methods. The solution consists of a set of dedicated AI agents, developed and operated on Oracle Cloud Infrastructure (OCI) and Oracle Database solution is designed to generate accurate cost estimates and pricing proposals. Each agent in the system handles and automates a specific phase of the quoting process using data stored in Oracle Database 23ai and retrieval-augmented generation. The agents in the system include an AI Configurator Assistan t that analyzes historical data to generate new product production processes, a Brief Analysis Assistant that automatically extracts technical specifications from customer briefs, and an Estimates Assistant that automates and optimizes decision-making by leveraging past data stored in Oracle Database 23ai. This agent generates dynamic queries based on model annotations within the structured data model, enhancing the accuracy and speed of the estimation process. Additionally, it uses Oracle AI Vector Search to retrieve relevant financial documents and train the LLM with contextual business knowledge, further improving the quality of responses. 'Leveraging the AI capabilities offered by Oracle Cloud Infrastructure and Oracle Database 23ai, and supported by Technology Reply's expertise, we have significantly streamlined our quotation process. This has enabled us to respond more quickly to customer requests while reducing the risk of errors in our decision-making,' said Luca Meana, President, Pusterla 1880. 'Our collaboration with Technology Reply is revolutionizing AI-driven business processes by harnessing the power of Oracle Autonomous Database and AI Vector Search. Through the Pusterla 1880 project, we are demonstrating how AI can seamlessly integrate into enterprises, driving intelligent automation and operational efficiency. With Oracle Cloud Infrastructure as the foundation, we are enabling businesses to unlock new levels of innovation and performance,' said Tirthankar Lahiri, SVP, Mission-Critical Data and AI Engines. By adopting the joint solution developed with Technology Reply and Oracle, Pusterla 1880 has achieved significant benefits, including increased quote accuracy, reduced response times, and more efficient resource management. The solution has also enhanced pricing accuracy, reducing the risk of misquoted estimates and improving the alignment of quotes with production costs. The system empowers data-driven decision-making in pricing strategies, leading to more strategic and consistent outcomes. View source version on CONTACT: Press contact:Reply Fabio Zappelli [email protected] Tel. +390117711594Irene Caia [email protected] Tel. +39 02 535761 KEYWORD: ITALY EUROPE INDUSTRY KEYWORD: ENVIRONMENT TECHNOLOGY PACKAGING MANUFACTURING SUSTAINABILITY SOFTWARE NETWORKS DATA MANAGEMENT ARTIFICIAL INTELLIGENCE SOURCE: Reply S.p.A. Copyright Business Wire 2025. PUB: 04/29/2025 04:00 AM/DISC: 04/29/2025 03:59 AM
