Group 1 - The article discusses the services provided by IPO Edge, which includes actionable information on growth stocks through first-look S-1 filings, previews on upcoming IPOs, an IPO calendar, a database of U.S. IPOs, and a comprehensive guide to IPO investing [1] - IPO Edge aims to assist investors in navigating the entire IPO lifecycle, from filing to listing, including quiet period and lockup expiration dates [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies mentioned [2] - There is no recommendation or advice given regarding the suitability of investments for particular investors [2]

Financial Data and Key Metrics - The company has seen a significant increase in new logo ACV, growing about 70% over the past 24 months to $71,000 this quarter [30] - The enterprise customer cohort grew 30% year-over-year, indicating strong performance in the mid to large enterprise segment [38] - The company has settled a legal dispute with Dayforce, which is expected to protect IP, support revenue continuity, and preserve a good working relationship [9] Business Line Data and Key Metrics - The Deloitte partnership is expected to significantly impact the pipeline across both government and commercial spaces, with Deloitte certifying Docebo to become an asset within their commercial channels [5][6] - The company is focusing on AI monetization, with new solutions like AI authoring and virtual roleplay/coaching expected to be highly monetizable [13][14] - The communities module, set to launch on August 15, is expected to enhance customer experience capabilities and increase average ACV [26] Market Data and Key Metrics - The government sector is a significant contributor to the pipeline, with over $200 million spent on new LMS initiatives in the past three years [22] - The company is on track with FedRAMP certification, which will open up opportunities in the federal market and accelerate partnerships like Deloitte [21][23] - The cybersecurity vertical has shown strong performance, with two worldwide leaders signed recently [61] Company Strategy and Industry Competition - The company is strategically moving upmarket, focusing on mid-market, large enterprise, and government customers, while maintaining a cautious approach to the SMB segment [8][34] - Docebo is positioning itself as a platform that addresses both employee experience (EX) and customer experience (CX) needs, with 65% of ARR tied to CX/hybrid use cases [50] - The company is investing in AI capabilities to strengthen its core platform, including semantic search, content recommendation, and skills ontology management [14] Management Commentary on Operating Environment and Future Outlook - Management is optimistic about the potential of AI solutions, with customers increasingly looking for business benefits rather than flashy features [15] - The company expects to see strength in the enterprise segment and government customers in the latter part of the year, reflecting in the updated guidance [7] - The company is focused on creating value through quality investments, avoiding overlaps in capabilities, and growing market share [44] Other Important Information - The company has simplified its pricing methodology, moving from an à la carte model to a core bundle approach, which has been successful in accelerating deal cycles [16][17] - G&A expenses have been held flat or reduced over the past 6-7 quarters, contributing to operating leverage [45][47] - The company is actively working on FedRAMP certification, which is expected to open significant opportunities in the government sector [21][23] Q&A Session Summary Question: Deloitte Partnership - The Deloitte partnership is strategic, covering both government and commercial opportunities, with significant potential to impact the pipeline [3][4][6] Question: Guidance and Customer Win Activity - The updated guidance reflects strength in the enterprise segment and government customers, with cautious assumptions for the SMB side [7][8] Question: Dayforce Relationship - The legal dispute with Dayforce has been resolved, with the focus now on protecting IP, supporting revenue continuity, and preserving a good working relationship [9][10] Question: AI Monetization - Customers are increasingly willing to pay for generative AI solutions, with new offerings like AI authoring and virtual roleplay/coaching expected to drive monetization [12][13][14] Question: Pricing Methodology - The new pricing strategy has been successful in simplifying the buying process and shortening sales cycles, particularly for net new business [16][17] Question: FedRAMP Timing - FedRAMP certification is on track, with the company ready for a sponsor to take them through the process, opening up significant government opportunities [21][22] Question: Communities Module - The communities module is expected to enhance customer experience capabilities and increase average ACV, with beta programs showing encouraging results [24][26] Question: Wall-to-Wall LMS Deployments - The company is focused on addressing multiple use cases for large organizations, with 8 out of 10 new customers choosing Docebo for two or more use cases [28][29] Question: SMB Market - The SMB market remains cautious, with the company focusing more on mid-market, large enterprise, and government customers [32][34] Question: Customer Adds and ACV - The decline in customer adds is offset by the growth in ACV, with the company focusing on larger enterprise customers that drive higher revenue [36][38] Question: Capital Allocation and M&A - The company is focused on quality investments that align with its long-term vision, avoiding overlaps in capabilities and focusing on creating value [43][44] Question: G&A Optimization - G&A expenses have been held flat or reduced, contributing to operating leverage, with further updates expected at the upcoming Inspire event [45][47] Question: HCM Peers and Unemployment - The company's focus on both EX and CX use cases gives it an advantage over HCM peers, with no anticipated impact from potential higher unemployment [49][50] Question: Government Timing and Elections - The company does not expect the upcoming U.S. elections to impact the timing of government opportunities or FedRAMP certification [51] Question: SMB Customer Base - The company will continue to serve the SMB market but is focusing incremental growth on mid-market, large enterprise, and government customers [53][54] Question: Net New Wins and Channels - The majority of net new wins come from direct sales, with system integrators playing a critical role in enterprise deals [55][56] Question: Dayforce Impact - The settlement with Dayforce is expected to support revenue continuity and diversify the revenue stream through additional channel partners [58][59] Question: Pipeline and ARR - The pipeline continues to grow positively, with strong performance in the cybersecurity vertical and government sector, contributing to incremental ARR [61][64] Closing Remarks - The company looks forward to sharing more updates at its upcoming customer conference in September, where new initiatives will be unveiled [66]

Core Viewpoint - Docebo Inc. reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.24 per share, and showing significant growth from $0.14 per share a year ago, indicating strong performance in the recent quarter [1][2] Financial Performance - The company achieved revenues of $53.05 million for the quarter ended June 2024, surpassing the Zacks Consensus Estimate by 1.45% and up from $43.59 million in the same quarter last year [2] - Over the last four quarters, Docebo has consistently surpassed consensus EPS estimates, indicating a positive trend in financial performance [2] Stock Performance - Docebo shares have declined approximately 24.6% since the beginning of the year, contrasting with the S&P 500's gain of 9%, suggesting underperformance relative to the broader market [3] - The current Zacks Rank for Docebo is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $0.29 on revenues of $53.65 million, while the estimate for the current fiscal year is $1.09 on revenues of $213.47 million, reflecting expectations for continued growth [7] - The trend of estimate revisions for Docebo is currently mixed, which may influence future stock performance [6] Industry Context - The Internet - Software industry, to which Docebo belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable industry outlook that could positively impact stock performance [8]

Core Viewpoint - The market anticipates Docebo Inc. (DCBO) will report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2024, with actual results being crucial for stock price movement [1][2]. Financial Expectations - The consensus EPS estimate for Docebo is $0.24 per share, reflecting a year-over-year increase of +71.4% [3]. - Expected revenues for the quarter are $52.3 million, which is a 20% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. - The Most Accurate Estimate for Docebo is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -15.49%, suggesting a bearish outlook from analysts [10]. Earnings Surprise Prediction - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [8]. - Docebo currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [11]. Historical Performance - In the last reported quarter, Docebo exceeded the expected earnings of $0.17 per share by delivering $0.23, resulting in a surprise of +35.29% [12]. - Over the past four quarters, Docebo has consistently beaten consensus EPS estimates [13]. Conclusion - Docebo does not appear to be a compelling candidate for an earnings beat based on current estimates and rankings, but other factors should also be considered by investors [16].

"Your goal as an investor should simply be to purchase, at a rational price, a part interest in an easily understandable business whose earnings are virtually certain to be materially higher five, ten, and twenty years from now." Wall Street expects sales to grow at 17% annually through 2026, but that consensus estimate leaves room for upside because the overall LMS market is projected to increase 20% annually through 2030. Moreover, the current valuation of 6.5 times sales looks reasonable either way. Pati ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Docebo Inc. (DCBO) . Docebo currently has an average brokerage recommend ...

The Canadian company notched gains in important fundamentals, but there was a big caveat.On Friday, Docebo (DCBO -22.91%) took the wraps off its first quarterly earnings report of this year, and investors were none too pleased with it. This was despite double-digit -- or more -- increases in all-important subscription revenue, overall revenue, and profitability. The learning management platform operator's shares took a nearly 23% hit on the day as a result.Double-digit gains in key fundamentalsFor the quart ...

Company Participants Good morning, everyone, and welcome to the Docebo Q1 2024 Earnings Call. All participants are currently in listen-only mode. We will open the line for a question-and-answer session momentarily. [Operator Instructions] Thank you, Brianna. Last night, after the markets closed, Docebo issued its Q1 2024 results. The press release, which included a link to management's prepared remarks and our quarterly investor slide deck, were all posted to our investor relations website. This morning's c ...

All references in this presentation to dollars or "US$" or "$" are to United States dollars unless otherwise noted. All references to "C$" are to Canadian dollars. Launch of the Docebo Learning Suite 3,833 ({} lululemon TABLE STAKES Improves operational productivity ~ 65% 5x General This presentation also contains statistical data and estimates made by independent parties and by us relating to market size, opportunity and growth, as well as other data about our industry, business and customers. These data i ...

Docebo Inc. (DCBO) reported $51.4 million in revenue for the quarter ended March 2024, representing a year-over-year increase of 24%. EPS of $0.23 for the same period compares to $0.09 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $51.16 million, representing a surprise of +0.47%. The company delivered an EPS surprise of +35.29%, with the consensus EPS estimate being $0.17.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...