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Dimensions: Europe Retail Banking IT Pressures & Priorities 2025 – New Celent report alert
Yahoo Finance· 2025-09-26 15:20
Celent’s Dimensions research is based on its comprehensive IT Dimensions survey of over 1,000+ executives at financial institutions and offers granular insights into where banks are focusing their technology investments. Celent has now published its latest Dimensions report: Europe Retail Banking IT Pressures & Priorities 2025 and further information to access the report is available via this link. The banking industry in Europe has been experiencing further change in 2025. Against a background of rising ...
Accenture: Undervalued GenAI Leader or Snake Eating its Own Tail?
MarketBeat· 2025-09-26 15:15
Accenture TodayACNAccenture$238.97 +6.41 (+2.76%) 52-Week Range$229.40▼$398.35Dividend Yield2.48%P/E Ratio19.05Price Target$309.25Add to WatchlistFor international consulting company Accenture NYSE: ACN, 2025 has been a rough year. Shares have provided a total return of approximately -33% as of the September 25 close. This has put the stock at a historically low valuation multiple. In fact, Accenture’s forward price-to-earnings (P/E) ratio of 17x is the lowest it has been in three years. This suggests a st ...
All that glisters is not gold- why US banks should tread carefully with open banking API fees: New Celent report alert
Yahoo Finance· 2025-09-26 10:44
Celent has just published its latest Retail Banking Dimensions report for Europe. Full details of the report are available via this link. This series of reports covers everything from product-level priorities to GenAI, and then a current view on how the industry will look in five years. Key findings include: The operating environment remains challenging. Across the region, 54% of banks believe it is more challenging to win and retain customers than it was 12 months ago. Product development is high on ...
Counterpoint Research:预计全球智能手机平均售价将从2025年的370美元升至2029年的412美元
智通财经网· 2025-09-26 01:33
来源:Counterpoint《市场展望 — ASP预测追踪报告》 注:ASP基于批发价格 从疫情期间的需求波动到供应链挑战,再到近期关税引发的市场波动,经过多年动荡后全球智能手机市场正逐步恢复常态。美国运营商的持续大力促销使 得库存并未积压,手机品牌厂商也维持着其常规的的发布周期和采购策略。Counterpoint的市场展望预计2025年下半年至2026年市场将更为"常态化",进 一步印证了我们对平均售价增长和稳定销量将维持收入增长的预测。迄今为止,智能手机基本未受到美国对贸易伙伴加征关税的影响,相比汽车、半导体 和其他消费电子领域更具韧性。然而,美国关税的不确定性以及低迷的宏观经济环境,仍可能在未来使形势更加复杂。 受到上半年提前出货影响,北美出货量预计将在2025年下半年下滑,但关税传导将推动全年ASP同比增长7%。苹果的高端机型、运营商的持续促销以及 折叠屏产品的亮眼表现预计将使ASP在2026年升至984美元。从长远来看,美国将在维持全球ASP高位方面发挥稳定作用,但由于其本身已是一个高端市 场,故在2029年前将会对ASP提供更加渐进式的贡献。我们预计因贸易环境不会再度引发价格的突然上涨,因为新增 ...
全球智能手机平均售价将从2025年的370美元升至2029年的412美元
Counterpoint Research· 2025-09-26 01:02
Counterpoint Research 是一家专注于科技行业的全球性研究公司,在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据,帮助他们做出明智的决策。 以下文章来源于Counterpoint 咨询 ,作者Counterpoint Counterpoint 咨询 . 全球智能手机平均售价预计将从2025年的370美元(约合人民币2,700元)稳步升至2029年的 412美元(约合人民币3,000元),年均复合增长率(CAGR)达3%,在经历近期波动后逐步恢 复至常态。 在高端化趋势的推动下,全球智能手机市场的ASP持续逐年增长。根据 Counterpoint Re search《市 场展望追踪报告》 ,全球智能手机市场的ASP预计将从2024年的357美元升至2025年的370美元,并 在2029年达到412美元,CAGR为3%。除了高端化趋势带来的提升外,5G的普及和消费者对高级功 能的偏好(即便在中端机型中也是如此)也推动了这一稳步增长。 展望2025年第二季度,市场表现比预期更趋正常。Counterpoint Research最新预测显示,2025年全球 智能手机出货 ...
Accenture CEO Julie Sweet on earnings beat: Our early investment in AI is paying off
Youtube· 2025-09-25 18:32
$150 billion professional services giant Accenture beats on the top and bottom line for the quarter, driven by resilient demand for its AIdriven consulting services, but did warn of slower growth as the federal government cuts back on consultancy spending. Joining us now is CEO Julie for a first on CNBC interview. Julie, always great to have you on on earnings day.Just tell us a little bit about what exactly is driving the growth you're seeing. >> Well, thanks Sarah. Yes.So uh just kind of taking you behind ...
Guggenheim Sees Weak Q1 2026 Outlook, Maintains Long-Term Bullish View on Accenture (ACN)
Yahoo Finance· 2025-09-24 12:45
Accenture plc (NYSE:ACN) ranks among the best hot AI stocks to buy right now. While maintaining its Buy rating on Accenture plc (NYSE:ACN), Guggenheim reduced its price target from $335 to $305 on September 17. According to the firm, the average projections for the company’s revenue growth in the fiscal first quarter of 2026 were “too lofty.” 360b / Shutterstock.com Even if the full-year 2026 estimate meets Street revenue expectations, Guggenheim cautioned investors regarding how they could interpret po ...
阿里巴巴CEO吴泳铭:2032年阿里云全球数据中心能耗规模将比2022年提升10倍
每日经济新闻· 2025-09-24 02:50
公司战略规划 - 阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在云栖大会上宣布迎接ASI时代到来 [1] - 阿里云全球数据中心能耗规模将从2022年到2032年提升10倍 [1] - 阿里云算力投入将实现指数级提升 [1] 行业发展前景 - 2022年被定义为生成式人工智能(GenAI)元年 [1] - ASI(人工智能服务基础设施)时代将成为未来重要发展方向 [1]
阿里巴巴集团CEO:2032年阿里云全球数据中心能耗规模将比2022年提升10倍,意味着阿里云算力投入将指数级提升
格隆汇· 2025-09-24 02:48
公司战略规划 - 阿里巴巴集团CEO兼阿里云智能集团董事长吴泳铭在云栖大会宣布迎接ASI时代到来 [1] - 公司预计2032年阿里云全球数据中心能耗规模将较2022年提升10倍 [1] - 阿里云算力投入将实现指数级提升 [1] 行业发展前景 - 2022年被定义为生成式人工智能(GenAI)元年 [1] - 人工智能基础设施领域将迎来重大发展机遇 [1] - 数据中心能耗规模的大幅提升预示算力需求爆发式增长 [1]
阿里吴泳铭:阿里云算力投入将指数级提升
每日经济新闻· 2025-09-24 02:47
公司战略与投入 - 阿里云全球数据中心能耗规模将在2032年提升10倍以迎接超级人工智能时代 [3] - 阿里云算力投入将实现指数级提升 [3] 行业技术趋势 - 2022年被定义为生成式人工智能元年 [3] - 超级人工智能时代即将到来 [3]