-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。HLTは第1四半期の調整後EPSが2.01ドル（前年同期比+16.8%）となり、市場予想の1.97ドルを上回りました。総売上高は29億4,000万ドル（前年同期比+9.0%）で、市場予想と一致しました。客室稼働率（稼働率67.4%、+140bps）と平均客室単価（1.5%）の上昇に牽引され、客室1室当たり売上高（RevPAR）は110bps増の+3.6%に加速しました。地域別に見ると、欧州（+6.9%）とアジア太平洋（+4.7%）を中心に、幅広い地域で力強い成長が見られました。新規開発も引き続き好調で、26,200室の新規客室が承認され、Select by Hiltonが新たに26カ国に展開するなど、HLTは今後も成長を続ける態勢を整えています。システム全体のRevPARガイダンスを1～2%から2～3%に引き上げたにもかかわらず、第2四半期の調整後EBITDAガイダンス（10億1,500万～10億3,500万）は、コンセンサス予想の10億8,100万を下回り、期待外れの結果となりました。RevPAR見通しが引き上げられたことを考えると、利益ガイダンスは期待外れであり、コンセンサス予想が高すぎる可能性を示唆しています。当社の見解では、堅調な需要動向とワールドカップによる恩恵がRevPARの好調な業績を牽引する可能性はあるものの、ガイダンスの乖離は、利益率拡大の可能性に対する懸念を生じさせます。
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Kimberly-Clark First-Quarter Results Top Views; Full-Year Outlook Affirmed
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Nvidia Launches Multimodal AI Model to Combine Vision, Speech and Language
Nvidia (NVDA) said Tuesday it has launched Nemotron 3 Nano Omni, an open multimodal AI model designed to combine vision, speech and language capabilities into a single system.The model can process text, images, audio and video together, eliminating the need for separate models, and it has more accuracy in tasks such as document intelligence, audio-video reasoning and computer-use applications, the company saidNvidia said the model delivers up to nine times higher throughput than comparable models, reducing costs and improve scalability while maintaining responsiveness.Nemotron 3 Nano Omni has been adopted by companies such as Foxconn and Palantir (PLTR), and others such as Dell Technologies (DELL) and DocuSign (DOCU) are evaluating the technology, Nvidia said.Price: $209.59, Change: $-7.02, Percent Change: -3.24%
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