logo
Media Alert: Netcracker President Sylvain Seignour and CIOs From Customers Odido and TELUS Featured in DTW Ignite Keynote

Media Alert: Netcracker President Sylvain Seignour and CIOs From Customers Odido and TELUS Featured in DTW Ignite Keynote

National Post16-06-2025
Article content
During Additional Panels, Customers Telenet and Virgin Media O2 Will Join Netcracker for Discussions on the Power of Automation and Digital Transformation to Elevate Customer Experience
Article content
WALTHAM, Mass. — Netcracker Technology:
Article content
Article content
Event:
Article content
DTW Ignite
Article content
Article content
Location:
Article content
Bella Center,
Article content
Article content
Copenhagen, Denmark
Article content
Article content
Speaking Sessions:
Article content
Wednesday, June 18
Article content
Article content
11:15 – 11:40 a.m. CET
Article content
Article content
Stage B
Article content
Article content
Speakers:
Article content
Hesham Fahmy, CIO, TELUS
Robert Purdy, CIO, Odido
Sylvain Seignour, President, Netcracker
Article content
Tuesday, June 17
Article content
Article content
12:30 – 1:00 p.m. CET
Article content
Article content
Stage D
Article content
Article content
Speakers:
Article content
Tuesday, June 17
Article content
Article content
4:00 – 4:30 p.m. CET
Article content
Article content
Impact Stage
Article content
Article content
Speakers:
Article content
Netcracker Technology, a wholly-owned subsidiary of NEC Corporation, has the expertise, culture and resources to help service providers around the world transform their businesses to thrive in the digital economy. Our innovative solutions, value-driven services and unbroken delivery track record have enabled our customers to grow and succeed for more than three decades. With the latest technological advancements in key areas including 5G monetization, AI, automation and vertical industries, we help service providers to reach their transformation goals, advance their telco to techco evolution and realize business growth and profitability. To learn more, visit
Article content
Article content
Article content
Article content
Article content
Contacts
Article content
Media
Article content
Article content
Article content
Article content
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

U.S. tariffs on European goods threaten to shake up the world's largest 2-way trade relationship
U.S. tariffs on European goods threaten to shake up the world's largest 2-way trade relationship

CTV News

time6 hours ago

  • CTV News

U.S. tariffs on European goods threaten to shake up the world's largest 2-way trade relationship

Bottles of spirits are labeled with a star in Bilka in Randers, Denmark, making it easier for customers to buy European goods, Monday, March 17, 2025. (Bo Amstrup/Ritzau Scanpix via AP, File) FRANKFURT, Germany — America's largest trade partner, the European Union, is among the entities awaiting word Monday on whether U.S. President Donald Trump will impose punishing tariffs on their goods, a move economists have warned would have repercussions for companies and consumers on both sides of the Atlantic. Trump imposed a 20 per cent import tax on all EU-made products in early April as part of a set of tariffs targeting countries with which the United States has a trade imbalance. Hours after the nation-specific duties took effect, he put them on hold until July 9 at a standard rate of 10 per cent to quiet financial markets and allow time for negotiations. Expressing displeasure the EU's stance in trade talks, however, the president said he would jack up the tariff rate for European exports to 50 per cent. A rate that high could make everything from French cheese and Italian leather goods to German electronics and Spanish pharmaceuticals much more expensive in the U.S. The EU, whose 27 member nations operate as a single economic bloc, said its leaders hoped to strike a deal with the Trump administration. Without one, the EU said it was prepared to retaliate with tariffs on hundreds of American products, ranging from beef and auto parts to beer and Boeing airplanes. Here are important things to know about trade between the United States and the European Union. U.S.-EU trade is enormous A lot of money is at stake in the trade talks. The EU's executive commission describes the trade between the U.S. and the EU as 'the most important commercial relationship in the world.' The value of EU-U.S. trade in goods and services amounted to 1.7 trillion euros (US$2 trillion) in 2024, or an average of 4.6 billion euros a day, according to EU statistics agency Eurostat. The biggest U.S. export to Europe is crude oil, followed by pharmaceuticals, aircraft, automobiles, and medical and diagnostic equipment. Europe's biggest exports to the U.S. are pharmaceuticals, cars, aircraft, chemicals, medical instruments, and wine and spirits. EU sells more to the U.S. than vice versa Trump has complained about the EU's 198 billion-euro ($233 billion) trade surplus in goods, which shows Americans buy more stuff from European businesses than the other way around. However, American companies fill some of the gap by outselling the EU when it comes to services such as cloud computing, travel bookings, and legal and financial services. The U.S. services surplus took the nation's trade deficit with the EU down to 50 billion euros ($59 billion), which represents less than 3 per cent of overall U.S.-EU trade. What are the issues dividing the two sides? Before Trump returned to office, the U.S. and the EU maintained a generally cooperative trade relationship and low tariff levels on both sides. The U.S. rate averaged 1.47 per cent for European goods, while the EU's averaged 1.35 per cent for American products. But the White House has taken a much less friendly posture toward the longstanding U.S. ally since February. Along with the fluctuating tariff rate on European goods Trump has floated, the EU has been subject to his administration's 50 per cent tariff on steel and aluminum and a 25 per cent tax on imported automobiles and parts. Trump administration officials have raised a slew of issues they want to see addressed, including agricultural barriers such as EU health regulations that include bans on chlorine-washed chicken and hormone-treated beef. Trump has also criticized Europe's value-added taxes, which EU countries levy at the point of sale this year at rates of 17 per cent to 27 per cent. But many economists see VAT as trade-neutral since they apply to domestic goods and services as well as imported ones. Because national governments set the taxes through legislation, the EU has said they aren't on the table during trade negotiations. 'On the thorny issues of regulations, consumer standards and taxes, the EU and its member states cannot give much ground,' Holger Schmieding, chief economist at Germany's Berenberg bank, said. 'They cannot change the way they run the EU's vast internal market according to U.S. demands, which are often rooted in a faulty understanding of how the EU works.' What are potential impacts of higher tariffs? Economists and companies say higher tariffs will mean higher prices for U.S. consumers on imported goods. Importers must decide how much of the extra tax costs to absorb through lower profits and how much to pass on to customers. Mercedes-Benz dealers in the US. have said they are holding the line on 2025 model year prices 'until further notice.' The German automaker has a partial tariff shield because it makes 35 per cent of the Mercedes-Benz vehicles sold in the U.S. in Tuscaloosa, Alabama, but the company said it expects prices to undergo 'significant increases' in coming years. Simon Hunt, CEO of Italian wine and spirits producer Campari Group, told investment analysts that prices could increase for some products or stay the same depending what rival companies do. If competitors raise prices, the company might decide to hold its prices on Skyy vodka or Aperol aperitif to gain market share, Hunt said. Trump has argued that making it more difficult for foreign companies to sell in the U.S. is a way to stimulate a revival of American manufacturing. Many companies have dismissed the idea or said it would take years to yield positive economic benefits. However, some corporations have proved willing to shift some production stateside. France-based luxury group LVMH, whose brands include Tiffany & Co., Luis Vuitton, Christian Dior and Moet & Chandon, could move some production to the United States, billionaire CEO Bernaud Arnault said at the company's annual meeting in April. Arnault, who attended Trump's inauguration, has urged Europe to reach a deal based on reciprocal concessions. 'If we end up with high tariffs, ... we will be forced to increase our U.S.-based production to avoid tariffs,' Arnault said. 'And if Europe fails to negotiate intelligently, that will be the consequence for many companies. ... It will be the fault of Brussels, if it comes to that.' Many expect Trump to drop his most drastic demands Some forecasts indicate the U.S. economy would be more at risk if the negotiations fail. Without a deal, the EU would lose 0.3 per cent of its gross domestic product and U.S. GDP would fall 0.7 per cent, if Trump slaps imported goods from Europe with tariffs of 10 per cent to 25 per cent, according to a research review by Bruegel, a think tank in Brussels. Given the complexity of some of the issues, the two sides may arrive only at a framework deal before Wednesday's deadline. That would likely leave a 10 per cent base tariff, as well as the auto, steel and aluminum tariffs in place until details of a formal trade agreement are ironed out. The most likely outcome of the trade talks is that 'the U.S. will agree to deals in which it takes back its worst threats of 'retaliatory' tariffs well beyond 10 per cent,' Schmieding said. 'However, the road to get there could be rocky.' The U.S. offering exemptions for some goods might smooth the path to a deal. The EU could offer to ease some regulations that the White House views as trade barriers. 'While Trump might be able to sell such an outcome as a 'win' for him, the ultimate victims of his protectionism would, of course, be mostly the U.S. consumers,' Schmieding said. David Mchugh, The Associated Press

Will Palantir Be a $1 Trillion Company by 2035?
Will Palantir Be a $1 Trillion Company by 2035?

Globe and Mail

time10 hours ago

  • Globe and Mail

Will Palantir Be a $1 Trillion Company by 2035?

Key Points Palantir's growth in the government sector has been outstanding. The company could receive a significant boost from growing European demand for artificial intelligence (AI). However, the stock's valuation has become excessively high. Palantir Technologies (NASDAQ: PLTR) has been one of the top-performing stocks since the start of 2024, rising nearly 700%. It has also been a top performer in 2025, rising 80% so far. Palantir's business has been booming alongside the artificial intelligence (AI) arms race. With no signs of AI spending slowing down, investors are speculating that Palantir's stock could eventually reach a $1 trillion market capitalization. Palantir's current valuation hovers around $320 billion, so the stock would need to more than triple to cross that threshold. But can that happen over the next decade? Palantir is seeing phenomenal growth in multiple sectors Palantir offers AI-powered data analytics solutions that help decision makers make the best choice possible. Originally, Palantir began with government clients, but it has also expanded into the commercial sector over the past few years. Although commercial revenue has grown significantly, government revenue still makes up the majority of Palantir's total revenue. In Q1, government revenue was $487 million, and on the commercial side, it was $397 million. Government revenue is also rapidly increasing, rising 45% year over year. The U.S. government increased at the same rate as international, indicating widespread adoption of Palantir's products worldwide. However, that story is completely different on the commercial side. U.S. commercial revenue rose 71% year over year in Q1, while overall commercial revenue rose 33%. This indicates global AI adoption (specifically in Europe) lags the U.S., but that story could change over the next few years. That could rapidly accelerate and cause Palantir's impressive 39% growth rate to rise even further. Palantir bulls point to this as a reason why the stock could reach a $1 trillion valuation by 2035. However, the bears have another key point to consider, and it could derail the entire investment thesis. Palantir's stock is overvalued One thing that should raise a red flag for investors with Palantir's stock is its 700% rise alongside its 39% growth rate. Those two figures are completely mismatched, indicating that Palantir's stock might be overvalued. After evaluating Palantir's price-to-sales valuation, this fact is confirmed. PLTR PS Ratio data by YCharts Most software companies trade at a multiple of 10 to 20 times sales. The best companies with rapid growth rates can trade upwards of 30 times sales. However, Palantir's stock is more than three times that level. Achieving nearly 110 times sales is practically unheard of in the stock market, and if a stock ever reaches that valuation, it usually only does so when it's doubling or tripling its revenue year over year. Even then, some of those companies crash from a high valuation. Even if Palantir gets a boost from rising European revenue, I don't think it's going to be enough to propel its stock to a reasonable level. Multiple years of revenue growth are already baked into the stock price. For Palantir to achieve a still very expensive but far more reasonable price tag of 30 times sales, it would require 363% revenue growth from today's levels. As a result, I don't think Palantir can triple its stock price over the next decade because it's going to spend the first part of it growing into the extremely high valuation it has now. Investors need to be cautious because high expectations are already baked into the stock price; any misstep could cause the stock to tumble back to reality. Should you invest $1,000 in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $699,558!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $976,677!* Now, it's worth noting Stock Advisor 's total average return is1,060% — a market-crushing outperformance compared to180%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 30, 2025

Where Will Realty Income Stock Be in 5 Years?
Where Will Realty Income Stock Be in 5 Years?

Globe and Mail

time11 hours ago

  • Globe and Mail

Where Will Realty Income Stock Be in 5 Years?

Key Points Realty Income (NYSE: O), one of the world's largest real estate investment trusts (REITs), is often considered a dependable income investment. It sports a forward yield of 5.6%, it pays its dividends monthly, and it's raised its payout 131 times since its IPO in 1994. As a REIT, Realty Income must distribute at least 90% of its pre-tax income to its investors as dividends to maintain a favorable tax rate. It leases its 15,621 properties to 1,565 different clients in over 89 industries in the U.S., U.K., and Europe, and its occupancy rate has never dipped below 96%. It's also a capital-light triple net lease REIT -- which means its tenants need to cover their own property taxes, insurance premiums, and maintenance fees. Over the past five years, Realty Income's stock price fell about 3%. Like many other REITs, it struggled in 2022 and 2023 as rising rates made it more expensive to purchase new properties, stirred up macro headwinds for its tenants, and drove some of its income investors toward risk-free CDs and T-bills. But if we include its reinvested dividends, it still delivered a total return of 25%. So will Realty Income's stock rally over the next five years as interest rates decline, or does it face other unpredictable challenges? What happened to Realty Income over the past few years? Realty Income merged with VEREIT in 2021 and Spirit Realty in 2024. Those mergers more than doubled its number of properties from 2020 to 2024, but it still maintained a high occupancy rate as it grew its adjusted funds from operations (AFFO) and dividends per share. Metric 2020 2021 2022 2023 2024 Total year-end properties 6,592 10,423 12,237 13,458 15,621 Year-end occupancy rate 97.9% 98.5% 99% 98.6% 98.7% AFFO per share $3.39 $3.59 $3.92 $4.00 $4.19 Dividends per share $2.71 $2.91 $2.97 $3.08 $3.17 Data source: Realty Income. Some of Realty's top tenants -- including Walgreens, 7-Eleven, and Dollar Tree -- struggled with store closures over the past few years. However, stronger tenants like Dollar General, Walmart, and Home Depot consistently offset that pressure by opening new stores. Realty Income still doesn't generate more than 3.4% of its annualized rent from a single tenant, and it locks its tenants into long-term leases with an average term of nearly 10 years. That diversification and stickiness insulates it from economic downturns. What will happen to Realty Income over the next five years? Over the next five years, Realty Income will likely expand in Europe to curb its dependence on the U.S. market. Unlike its leases in the U.S., most of its European leases are tethered to the consumer price index, which allows it to raise its rent to keep pace with inflation. It will likely ramp up its investments in data centers to profit from the secular growth of the cloud and AI markets, and scoop up more properties at favorable prices in sale-leaseback deals (in which businesses sell their own real estate and lease it back to cut costs). It could also expand into more experiential markets -- like gyms, resorts, and restaurants -- to further diversify its portfolio. Realty still generates most of its rental income from the retail sector, but those tenants should face fewer headwinds as inflation subsides and interest rates decline. Lower interest rates should also make CDs and T-bills less attractive and drive more investors back toward REITs. From 2019 to 2024, Realty Income grew its AFFO at a CAGR of nearly 5%. If it continues to grow its AFFO at a CAGR of 5% from 2024 to 2030 -- and still trades at 14 times its trailing AFFO -- its stock price could rise 33% to about $77 within the next five years. It should continue to raise its dividends and stay within its historical yield of 4%-6%. So while Realty Income might not consistently beat the S&P 500 -- which has delivered an average annual return of 10% since its inception -- it should remain a stable investment for investors who need a reliable stream of monthly income. That's why I personally own shares of Realty Income, and why I think it's a solid long-term play. Should you invest $1,000 in Realty Income right now? Before you buy stock in Realty Income, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Realty Income wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $699,558!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $976,677!* Now, it's worth noting Stock Advisor 's total average return is1,060% — a market-crushing outperformance compared to180%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 30, 2025

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store