Core Insights - HCLSoftware, a unit of HCLTech, is acquiring Jaspersoft and Wobby to enhance its Actian data and AI division [1][6] - The acquisitions aim to broaden data management capabilities and expand the developer community [1][4] Group 1: Jaspersoft Acquisition - Jaspersoft specializes in embedded analytics and reporting solutions, widely used in government, banking, and financial services sectors [2] - The acquisition is expected to be completed within six months of contract signing [2] - Actian will leverage Jaspersoft to provide AI-powered embedded analytics, enabling high-volume reports and interactive dashboards [4] Group 2: Wobby Acquisition - Wobby is a Belgian startup focused on AI-powered data analyst agents for data warehouses [4] - The acquisition will allow customers to query complex datasets using natural language and receive analytical insights efficiently [5] - Wobby's technology supports the knowledge graph functions of Actian's Data Intelligence Platform, with completion expected by February 2026 [5][6]

The slide this month by Oracle (ORCL) and Broadcom (AVGO) has reminded investors that artificial intelligence (AI) stocks don't move up in a straight-line fashion. They may also want to consider that prior pullbacks by mega-cap AI equities have often proven to be buying opportunities. For market participants that want to eschew market-timing and stock-picking, the Invesco QQQ Trust (QQQ) and the Invesco NASDAQ 100 ETF (QQQM) remain credible options, particularly after recent dips. Consider this: Broadcom, t ...

Core Insights - Albert Anthony is a Croatian-American business author and analyst contributing to Seeking Alpha and other financial platforms, with a focus on Real Estate Investment Trusts (REITs) [1] - He has a background in business information systems and experience at Charles Schwab, which supports his analytical capabilities in equities research [1] - Anthony operates his own boutique equities research firm, Albert Anthony & Company, remotely from Texas, and is actively involved in the REIT investment space [1] Company Background - Albert Anthony & Company is a Texas-registered business that provides general market commentary and research based on publicly available data [1] - The firm does not manage client funds or provide personalized financial advisory services, focusing instead on delivering actionable insights [1] Author's Credentials - Anthony holds a B.A. in Political Science from Drew University and is certified in Microsoft Fundamentals and CompTIA Project+ [1] - He is currently pursuing further certifications in Capital Markets & Securities Analyst (CMSA) and business intelligence/data analysis through the Corporate Finance Institute [1] Media Presence - The author has a growing presence on YouTube, where he discusses REITs and shares insights from his investment portfolio [1] - He has participated in numerous business and innovation conferences, enhancing his visibility in the financial community [1]

Core Insights - Enterprises are under pressure to innovate and adapt quickly, necessitating the use of intelligent systems like Agentic AI for independent decision-making and action [1][2] - Agentic AI represents a new category of intelligent systems that combines contextual awareness, autonomous decision-making, and continuous learning, differentiating it from traditional narrow AI [2] - Global Business Services (GBS) is evolving from a back-office function to a central role in enterprise decision-making, enabling businesses to respond to market changes and operational risks [3][4] GBS Evolution - GBS has expanded its role beyond cost efficiency to become a key player in business intelligence, integrating finance, HR, procurement, and customer operations [4] - The cross-functional nature of GBS, along with standardized processes and centralized governance, positions it uniquely to implement Agentic AI effectively [4] - AI is becoming embedded in daily operations within GBS, rather than being treated as an additional feature [4] Industry Trends - According to Deloitte's 'Global Shared Services Survey 2023', AI, ML, and GenAI are now top priorities for GBS leaders, focusing on decision orchestration rather than mere task automation [5] - Everest Group's 'The Future of Work 2024' indicates that GBS will evolve into the nerve center of enterprise operations, integrating AI agents, people, and processes into adaptive systems [5]

Core Insights - Domo, Inc. is a cloud-based platform focused on business intelligence and data visualization, competing with major players like Tableau and Microsoft Power BI, and showing resilience in the analytics market [1] Financial Performance - On December 4, 2025, Domo reported earnings per share of $0.01, exceeding the anticipated loss of $0.05 per share, indicating effective expense management and improved profitability [2][6] - The company's revenue for the period was approximately $79.4 million, surpassing the forecasted $79 million, reflecting strong sales performance [2][6] - In Q3 2026, Domo's total revenue was reported at $79.4 million, with subscription revenue contributing $71.9 million, highlighting the importance of subscription services in the revenue model [3] Future Revenue Indicators - Domo's Subscription Remaining Performance Obligations (RPO) reached $405.9 million as of October 31, 2025, marking a 15% increase year-over-year, indicating a strong future revenue pipeline [4][6] - The current subscription RPO was $214.1 million, reflecting a 3% year-over-year growth, suggesting steady demand for Domo's services [4] Valuation Metrics - Domo's price-to-sales ratio is 1.44, indicating that investors are willing to pay $1.44 for every dollar of sales [5] - The enterprise value to sales ratio stands at 1.73, reflecting the company's valuation relative to its sales [5] - However, the current ratio of 0.49 suggests potential liquidity challenges in meeting short-term obligations [5]

Question-and-Answer SessionCedric FrancoisCo-Founder, President, CEO & Director Yes. Thank you, John, and thank you for inviting us again. This is a wonderful conference. So the launch is going exactly the way the commercial team had told us it would go. And that is really gratifying to see because it was a feat as many people on the buy and sell side will appreciate to understand the epidemiology of this disease, right? Patients with C3G and IC-MPGN, it's a rare disease, of course, are highly spread out ac ...

Core Insights - Route1 Inc. has updated its Actionable Business Intelligence (ABI) software application to include actionable revenue opportunity indicators and a parking survey capability [1] - The company plans to launch a Parking Operations AI Co-Pilot in Q1 2026, enhancing its offerings in the parking management sector [1] Company Overview - Route1 Inc. specializes in engineering and professional services, focusing on the deployment and integration of Automatic License Plate Recognition (ALPR) and advanced data capture technologies [1] - The company's target clients include city, state, and federal first responder departments, public safety organizations, colleges, universities, and parking managers [1] Product Features - The updated ABI software allows parking professionals to evaluate current operations against dynamic benchmarks created by Route1's domain experts through a single intuitive interface [1]

Core Insights - The partnership between Eva Live Inc. and Eightpoint Interactive aims to enhance data processing and analytics capabilities, with Eva receiving a 30% share of net profits from the platform usage [2][4][6] Group 1: Partnership Details - Eva will provide Eightpoint with platform access, technical support, and maintenance services, while Eightpoint will utilize Eva's AI technology for improved analytics solutions [2][4] - The agreement includes a profit-sharing model where Eva receives 30% of net profits directly attributed to the platform's usage [7] - Eightpoint will provide quarterly performance reports to Eva and has agreed to audit rights for accountability [7] Group 2: Strategic Rationale - The partnership reflects Eva's strategy of combining technology integration with platform licensing, potentially expanding its market through Eightpoint's customer base [4][5] - This collaboration is expected to validate Eva's marketing platform technology in production environments and generate recurring revenue [4][6] Group 3: Market Context - The global Business Intelligence (BI) software market is estimated at USD 47.48 billion in 2025, projected to exceed USD 151.3 billion by 2034, growing at a CAGR of about 13.7% [5] - The partnership is seen as a significant step in monetizing Eva's AI platform, with plans for further partnerships and a potential Nasdaq uplisting [8]

Core Insights - Sigma has been recognized as a Business Intelligence leader by Snowflake in their report titled "The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World" [1] Group 1 - Sigma is identified as an industry-leading analytics platform with unique cloud data platform write-back capabilities [1] - The report is the fourth annual edition from Snowflake, focusing on technologies, solutions, and platforms relevant to modern marketing [1]

Core Insights - Agilysys, Inc. has appointed Sudharshan Chary as Senior Vice President of Product Strategy, bringing extensive experience in hospitality and business intelligence [2][3][4] - Chary is recognized for pioneering user-driven business intelligence in the hospitality sector and was inducted into the HFTP International Technology Hall of Fame in 2019 [6][4] - His role will focus on helping hospitality organizations leverage Agilysys' cloud-native technology ecosystem to enhance revenue and operational efficiency [3][7] Company Overview - Agilysys is a leading global provider of modern hospitality software and services, aiming to surpass traditional property management systems and enhance operational capabilities [8] - The company serves a diverse customer base, including hotels, resorts, casinos, and various dining providers, emphasizing a unified data and workflow ecosystem [9] Leadership and Vision - Chary will collaborate with other senior vice presidents to drive product strategy and innovation within Agilysys [3] - The company’s president, Ramesh Srinivasan, highlighted Chary's commitment to utilizing modern technology to benefit hospitality organizations [7]