Group 1 - AvePoint has successfully completed its secondary listing on the Singapore Exchange (SGX) under the stock code "AVP," with its primary listing on NASDAQ (NASDAQ: AVPT) [1] - AvePoint is recognized as a leader in global data security, governance, and resilient data solutions, marking it as the first B2B SaaS company to list on SGX [1] - The company supports over 25,000 clients across various sizes, industries, and regions through its cloud-native data management platform [1] Group 2 - AvePoint's CEO, Dr. TJ Jiang, emphasized the significance of the listing as a milestone in the company's development and a testament to its global strategic vision [2] - The listing is seen as a demonstration of SGX's appeal as a strategic international capital market platform for high-growth technology companies [2] - AvePoint's opening price on the first day of trading was 20.20 Singapore dollars [2]

Core Insights - AvePoint has made history by becoming the first B2B SaaS stock listed on the Singapore Exchange (SGX) and the first company to achieve a dual listing on both Nasdaq and SGX, marking a significant milestone in global tech expansion [1][2]. Company Overview - AvePoint is a leader in data security, governance, and resilience, and its listing on SGX broadens its customer, partner, and investor base amid increasing demand for its data protection technology [3][4]. - The company has established its Asia Headquarters and International R&D Hub in Singapore since 2009, emphasizing its commitment to addressing global data protection challenges [4]. Market Position - The dual listing builds on AvePoint's Nasdaq debut in 2021, showcasing its trajectory of innovation and growth, and reflecting its global ambition [5]. - The dual listing was supported by a secondary share offering that was more than three times oversubscribed, indicating strong investor demand, particularly from long-only investors [6]. Strategic Vision - AvePoint positions itself as more than just a technology provider, branding its mission as "Beyond Secure," and aims to set industry benchmarks in data security, governance, and resilience [7].

Core Points - AvePoint has made history by becoming the first B2B SaaS stock listed on the Singapore Exchange (SGX) and the first company to achieve a dual listing on both Nasdaq and SGX [1][3][4] - The SGX listing is part of AvePoint's global expansion strategy, aimed at broadening its customer, partner, and investor base in response to increasing demand for data protection technology [2][3] - AvePoint's presence in Singapore, established in 2009, serves as its Asia Headquarters and International R&D Hub, driving innovation in data security, governance, and resilience [2][5] Company Performance - AvePoint's secondary offering of shares was more than three times oversubscribed, indicating strong investor interest, with shares priced at SGD 19.50 each [4] - The company has over 25,000 customers globally, relying on the AvePoint Confidence Platform for data management across various collaboration environments [5] Industry Context - The dual listing on SGX reflects AvePoint's strong track record in the Asia Pacific region and highlights Singapore's role as a key international hub for capital and innovation [3][4] - The listing is expected to enhance AvePoint's visibility and support its growth in the rapidly evolving technology landscape in Asia [2][3]

Group 1 - AvePoint announced a public offering of 13,290,360 shares at a price of S$19.50 per share, aimed at listing on the Singapore Exchange (SGX-ST) [1][2][3] - The shares are expected to begin trading on the SGX-ST on September 19, 2025, under the symbol "AVP" [2] - The primary purpose of the offering is to create a market for AvePoint's common stock on the SGX-ST, with the company not receiving any proceeds from the offering [3] Group 2 - KEM Phoenix, LLC has granted underwriters an option to purchase an additional 1,993,550 shares within 30 days from the SGX-ST listing date to cover over-allotments [2] - Jefferies LLC, Morgan Stanley & Co. LLC, Oversea-Chinese Banking Corporation Limited, and UBS Securities LLC are acting as joint global coordinators and bookrunners for the offering [3] Group 3 - A registration statement on Form S-3 was filed with the SEC and became effective on September 15, 2025, with a preliminary prospectus supplement available on the SEC's website [4] - The final prospectus supplement reflecting the final terms of the offering will also be filed with the SEC [4] Group 4 - AvePoint is recognized as a global leader in data security, governance, and resilience, serving over 25,000 customers worldwide [6] - The company has a global channel partner program that includes approximately 5,000 managed service providers and resellers, with solutions available in over 100 cloud marketplaces [6]

AvePoint FY Conference Summary Company Overview - **Company**: AvePoint (NasdaqGS:AVPT) - **Industry**: Cybersecurity and Data Management Key Points and Arguments Cyber Resilience and Demand Drivers - Cyber resilience remains a significant demand driver, especially post-Delta incident, with ongoing complexities due to AI advancements and cyber threats [5][6] - The nature of digital systems means they cannot be proven fully secure, highlighting the need for continuous improvement in cybersecurity measures [5] Competitive Landscape and Vendor Consolidation - AvePoint differentiates itself by offering a comprehensive suite of services beyond backup and ransomware recovery, including data archiving, governance, and lifecycle management [7][8] - Competitors like Cohesity and Rubrik are expanding into security, but AvePoint maintains a unique position by focusing on enterprise content management and governance [9] Importance of Data Quality for AI - Successful AI deployment relies on high-quality, relevant data, with a focus on continuous training and refinement [10][11] - AvePoint's solutions help organizations manage data hygiene, which is crucial for effective AI applications [11] Regulatory Compliance and Governance - New regulations like DORA and the EU Act are driving demand for governance solutions, with AvePoint providing tools to demonstrate compliance and maintain data lineage [20][21] - The company has helped clients save millions in fines by ensuring compliance with regulations such as ITAR [23] Market Penetration and Growth Opportunities - AvePoint currently holds about 20% of the Microsoft productivity cloud market in regulated industries, with significant growth potential in both regulated and non-regulated sectors [24][31] - The company is expanding its presence in the SMB segment, which now accounts for 40% of its revenue, and is seeing rapid growth in EMEA and APAC regions [25][29] Multi-Cloud Strategy - Less than 10% of AvePoint's business comes from non-Microsoft clouds (Google, AWS, Salesforce), indicating a substantial opportunity for growth in multi-cloud environments [33] - The company is enhancing its platform to support various cloud services, responding to customer demand for comprehensive data protection across different environments [36] Risk Posture and Command Center - The newly launched Risk Posture and Command Center provides organizations with insights into their data governance and compliance status, offering risk scores and policy recommendations [41][42] - This tool is particularly valuable for CISOs and CIOs, enabling proactive management of data security [43] Future Growth and Investment Strategy - AvePoint aims to reach $1 billion in annual recurring revenue (ARR) by 2029, with a projected compound annual growth rate (CAGR) of 25% [44] - The company plans to achieve this through organic growth, channel expansion, and potential acquisitions to enhance its market position [45] Marketing and Brand Awareness - Increased investments in digital marketing and account-based marketing are being made to enhance brand visibility and customer engagement [47] - The channel strategy is crucial for driving sales efficiency and expanding market reach [48] Additional Important Insights - AvePoint's holistic approach to data protection and governance positions it well in a fragmented competitive landscape [17][19] - The company emphasizes the importance of proactive remediation and policy adjustments based on real-time signals to enhance cybersecurity readiness [19][42]

Company Overview - AvePoint has been in operation for over 20 years, starting in New Jersey and focusing on Microsoft SharePoint, an enterprise content management platform [2] - The company was the first to transition to the cloud when Microsoft launched SharePoint Online, recognizing early on in 2010 that SharePoint would become integral to Microsoft Office [2][3] - Currently, AvePoint is the largest player in global Microsoft Office cloud data management and governance [3] Industry Position - The company has established itself as a leader in the cloud data management and governance space, particularly in relation to Microsoft Office products [3]

Summary of AvPoint Conference Call Company Overview - **Company**: AvPoint - **Industry**: Software, specifically focusing on data management and governance within the Microsoft cloud ecosystem - **Founding**: Over 20 years ago, initially focused on Microsoft SharePoint - **Current Position**: Largest player in Microsoft Office cloud data management and governance globally [5][6] Core Business and Offerings - **Main Services**: - Data management for unstructured data (emails, chats, contracts, etc.) - Lifecycle management, backups, ransomware detection, license management, and data integration - **Revenue Composition**: 90% from Microsoft cloud stack, 10% from other platforms like Google, AWS, and Salesforce [6][20] Market Position and Competitive Landscape - **Market Trends**: - Increased focus on data security and AI at the board level - Convergence of backup and security services, with many players entering the data security space [11][18] - **Competitive Strength**: - Strongest in Office Cloud; wins 9 out of 10 competitive bids when Office Cloud is prioritized - Competes with various players across different segments (e.g., Commvault, Rubrik, Veeam) [20][23] Customer Engagement and Retention - **Net Retention Rate (NRR)**: Currently at 112%, with aspirations for 115% [49] - **Upselling Strategy**: Majority of NRR increases from upselling additional capabilities rather than expanding customer counts [27] - **Customer Segmentation**: - Enterprise customers have the highest retention rates, while SMBs historically have lower rates but are increasingly engaging through Managed Service Providers (MSPs) [55][58] Product Development and AI Integration - **AI as a New UI**: Leveraging AI capabilities to enhance user experience and product functionality [22] - **Future Plans**: Introduction of more AI capabilities and a shift towards consumption-based models [30][46] - **Data Governance for AI**: Early stages of managing data generated by AI, with a focus on data hygiene and governance [72][74] Financial Goals and Growth Strategy - **Target**: Achieve $1 billion in Annual Recurring Revenue (ARR) within five years, with a commitment to 25% annual growth [86] - **Investment Philosophy**: Maintain discipline in investments while exploring M&A opportunities to accelerate growth [87][88] Regional Insights - **Global Presence**: Strong in North America, with growing segments in Europe and Asia, particularly in SMBs through digital channels and MSPs [63][66] Conclusion - **Overall Strategy**: AvPoint aims to capitalize on the growing demand for data management and governance solutions, particularly in the context of AI and cloud services, while maintaining a disciplined approach to profitability and growth [86][88]

Summary of AppPoint Conference Call Company Overview - AppPoint is a global leader in data management and governance software, offering a cloud-based platform for various industries, including federal government and financial services [2][3] - The company provides solutions for data backup, ransomware detection, recovery, data archiving, governance, lifecycle management, and data analytics [4][5] Financial Performance - Q2 results showed a revenue of $100 million, marking a 31% year-over-year growth and a 27% growth in Annual Recurring Revenue (ARR) [8][9] - Operating margins improved by 720 basis points, achieving a Rule of 40 score of 44 [10][11] - Net Revenue Retention (NRR) reached a record 112%, with Gross Revenue Retention (GRR) at 89% [11][13] Market Dynamics - Demand for AppPoint's solutions remains high across all major geographies (North America, EMEA, APAC) and customer segments (enterprise, mid-market, SMB) [17][18] - The public sector is experiencing double-digit growth, although it is growing slower than the overall North American market, which saw a 25% growth in Q2 [22][23] Guidance and Future Outlook - The company raised its full-year guidance for ARR, revenue, and operating income after strong Q1 and Q2 performances [19][20] - Q3 revenue growth is expected to be around 19% year-over-year, influenced by a shift in revenue composition from term licenses to SaaS [23][24] AI and Software Industry Position - AppPoint is well-positioned to support AI initiatives by ensuring data governance and security, which are critical for successful AI deployments [30][31] - The company is leveraging AI to enhance data security and governance, viewing AI as an opportunity rather than a disruption [33] Relationship with Microsoft - AppPoint has a strong partnership with Microsoft, which is seen as a competitive strength rather than a vulnerability [34][35] - The company aims to expand its footprint within the Microsoft ecosystem while also growing its business outside of it, which currently accounts for less than 10% of revenue but is expected to grow significantly [37][41] Competitive Landscape - AppPoint faces competition from various companies depending on the solution area, including Veritas, Commvault, Veeam, and Informatica [42][43] - The company does not view Microsoft as a direct competitor but rather as a partner that enhances its offerings [45][46] Growth Strategy - AppPoint is focused on achieving a target of $1 billion in ARR by 2029, with a commitment to profitable growth [58][62] - The company is exploring M&A opportunities to accelerate growth while balancing profitability [53][56] Key Messages for Investors - AppPoint has a strong market position with a focus on responsible growth, high customer retention, and a commitment to innovation [64][65] - The company aims to escape the small-cap tech discount and be recognized as a strong global software brand [65]

Core Insights - AvePoint has launched a modernized Global Partner Program aimed at enhancing partner growth and service delivery in response to increasing demand for data security, governance, and AI enablement [1][8] - The managed IT services market is projected to grow by 12.6% to exceed US$600 billion, highlighting the strategic importance of this transition for AvePoint and its partners [2] - The new points-based program focuses on rewarding partner engagement and activities that drive success, rather than solely on revenue [3][7] Company Initiatives - The new program is designed to help partners capitalize on opportunities in high-value service engagements by rewarding engagement metrics [3][4] - Key benefits of the program include flexible advancement through tiers based on engagement, comprehensive enablement with access to technical resources, and business development support for advanced partners [7] - Early participants in the pilot program have reported significant benefits, including structured paths for onboarding and training [5][6] Market Context - The shift towards managed IT services is driven by organizations seeking specialized expertise in data security and governance, as well as AI readiness [2] - AvePoint's enhancements to its partner program are part of a broader strategy that includes acquisitions and new product launches to strengthen its channel ecosystem [8]

Financial Performance - AvePoint, Inc. reported quarterly earnings of $0.06 per share, matching the Zacks Consensus Estimate, compared to a loss of $0.01 per share a year ago, adjusted for non-recurring items [1] - The company posted revenues of $102.02 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 5.72%, and up from $77.96 million year-over-year [2] - AvePoint has surpassed consensus EPS estimates two times and revenue estimates four times over the last four quarters [1][2] Stock Performance - AvePoint shares have increased approximately 8.2% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $105.23 million, and for the current fiscal year, it is $0.27 on revenues of $402.1 million [7] - The outlook for the Internet - Software industry, where AvePoint operates, is currently in the top 28% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]