Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $60.2 million, exceeding the high end of the guidance range of $60 million [5][17] - Adjusted EBITDA was $4.8 million, significantly above the high end of the guidance range, reflecting strong cost discipline [5][17] - Recurring revenue accounted for 92% of total revenue, amounting to $55.1 million [17] - Cash on the balance sheet at the end of Q3 was $107 million [18] Business Line Data and Key Metrics Changes - Revenue from hosted services was $51.2 million, down 18% year-over-year [17] - Professional services revenue was $9 million, down 23% year-over-year [18] - Average revenue per customer increased by 6% year-over-year to $665,000 [18] - RPO (Remaining Performance Obligations) declined to $182 million [18] Market Data and Key Metrics Changes - U.S. revenue was $37 million, representing 61% of total revenue, while international revenue was $23.2 million, or 39% of total revenue [18] - Net revenue retention improved to 80.4%, up from 78.2% in the previous quarter [18] Company Strategy and Development Direction - The company has closed a debt refinancing agreement and executed a cost restructuring to reduce cash burn, stabilizing its financial foundation [4][15] - The launch of the Conversation Simulator product aims to address challenges in deploying and scaling AI and human agent workforces, representing a significant new opportunity [8][10] - The partnership with Google enhances the company's market reach and product offerings, particularly through the integration with Google's RCS platform [6][14] Management's Comments on Operating Environment and Future Outlook - Management noted a shift in customer conversations towards increased confidence in the company's financial stability, leading to improved renewal discussions [12][14] - The company raised its full-year revenue guidance to a range of $235 million-$240 million and adjusted EBITDA guidance to $7.5 million-$12.5 million, reflecting better-than-anticipated performance [15][19] - The company expects to see continued strong adoption of its generative AI capabilities and early traction with the Conversation Simulator [14][15] Other Important Information - The market for training, simulation, and compliance related to AI and human agents is projected to grow from $10 billion today to $20 billion by 2030 [11] - The company signed a total of 28 deals in the quarter, including two new logos and 26 expansions and renewals, indicating a sequential increase in total deal value of 14% [16] Q&A Session Summary Question: What drove the upside in the quarter? - Management indicated that the upside was primarily due to timing, with some deals recognized in Q3 that would have otherwise occurred in Q4, along with variable revenue [22][23] Question: What is the competitive landscape for the Conversation Simulator? - Management noted that while there are competitors, LivePerson uniquely addresses both human and bot training, providing a comprehensive customer experience perspective [24][25][26] Question: What are the implications of the cost restructuring? - The cost restructuring effects began in Q3 and are expected to fully materialize in Q4 and for the full year 2026, contributing to improved EBITDA guidance [27]

-- Adjusted EBITDA above the high end of our guidance range -- NEW YORK, Nov. 10, 2025 /PRNewswire/ -- LivePerson, Inc. (NASDAQ: LPSN) ("LivePerson" the "Company", "we" or "us"), a leading provider of predictable conversational AI and digital transformation, today announced financial results for the third quarter ended September 30, 2025. Accessibility StatementSkip Navigation -- Total Revenue of $60.2 million, above the high end of our guidance range -- Third Quarter Highlights Total revenue was $60.2 mil ...

Core Insights - Kaltura is acquiring eSelf.ai, an Israeli startup specializing in conversational avatars, for approximately $27 million [1] - The acquisition aims to enhance Kaltura's video platform by integrating eSelf's technology, which supports real-time, interactive user engagement [6][7] Company Overview - Kaltura is a New York-based AI video platform that provides a suite of cloud-based software solutions for advanced video applications, including corporate video portals and virtual classroom products [4][5] - The company serves over 800 enterprise customers, including major tech firms and financial institutions, and has around $180 million in revenue [5][16] eSelf.ai Details - eSelf.ai, co-founded in 2023, focuses on speech-to-video generation and low-latency speech recognition, allowing avatars to interact with users effectively [2][3] - The startup has a team of about 15 AI experts and will integrate its technology into Kaltura, with its co-founders joining Kaltura for this purpose [2][3] Strategic Importance - The acquisition is seen as strategic for Kaltura, enhancing its capabilities in real-time conversational technology and aligning with its goal of evolving into a video-based customer and employee experience provider [7][13] - Kaltura plans to launch standalone, embeddable agents for various sectors, including education, media, e-commerce, and healthcare [14] Financial Context - Kaltura has previously made three acquisitions and is exploring further opportunities for growth, including potential mergers and acquisitions [15][16] - The company went public in 2021 and is profitable on an adjusted EBITDA and cash flow basis [16]

Core Insights - SoundHound AI, Inc. (SOUN) reported Q3 results that met estimates for the September quarter, indicating stable performance despite market conditions [1] - The company experienced strong revenue momentum driven by ongoing enterprise investments in conversational AI technology, highlighting a positive trend in its business operations [1] Financial Performance - The Q3 results were in line with market expectations, suggesting that the company is maintaining its financial stability [1] - Revenue growth is attributed to enterprise-driven investments, which may indicate a robust demand for conversational AI solutions [1]

Core Insights - SoundHound AI, Inc. (SOUN) reported Q3 results that met estimates for the September quarter, indicating stable performance despite market conditions [1] - The company experienced strong revenue momentum driven by ongoing enterprise investments in conversational AI technology, highlighting a positive trend in its business operations [1] Financial Performance - The Q3 results were in line with market expectations, suggesting that the company is maintaining its financial stability [1] - Revenue growth is attributed to enterprise-driven investments, which may indicate a robust demand for conversational AI solutions [1]

Snap shares soared some 12% on Thursday after the owner of the Snapchat social media platform posted better-than-expected results and guidance on user growth and spending. ...

Core Viewpoint - Agora, Inc. is set to release its financial results for Q3 2025 on November 19, 2025, after U.S. market close, followed by a conference call to discuss the results [1][2]. Company Overview - Agora, Inc. is a pioneer and global leader in conversational AI and Real-Time Engagement Platform-as-a-Service (PaaS), providing developers with APIs to integrate real-time conversational AI, video, voice, chat, and interactive streaming into applications [3]. - The company operates two independent businesses: Agora and Shengwang, with Agora headquartered in Santa Clara, California, and Shengwang based in Shanghai, China [3][4]. Conference Call Details - The conference call to discuss the Q3 2025 financial results will take place at 5 p.m. Pacific Time / 8 p.m. Eastern Time on November 19, 2025 [1]. - Investors are encouraged to log on at least 15 minutes prior to the broadcast and can register for the call through a provided link [2].

Snap saw its stock surge 25% after market close as it announced a partnership with Perplexity to integrate that firm’s AI-powered answer engine directly into Snapchat. Perplexity will pay Snap $400 million over one year, through a combination of cash and equity. Revenue from the partnership is expected to begin contributing in 2026. The shares seem to have settled off their early high but up about 15% at $8.45. The move gives Snapchat’s community of nearly 1 billion monthly active users a new way to ask qu ...

Core Insights - AudioCodes reported a revenue increase of 2.2% year-over-year for Q3 2025, reaching $61.5 million compared to $60.2 million in Q3 2024 [2][6] - The company achieved a 50% growth in its Conversational AI (CAI) business, contributing to an Annual Recurring Revenue (ARR) of $75 million, a 25% year-over-year increase [8][9] - AudioCodes' strategic focus on AI-driven, hybrid cloud software and services is evident in its ongoing transformation and investment in high-growth areas [6][11] Financial Performance - EBITDA for Q3 2025 was $5.2 million, down from $5.9 million in Q3 2024; on a Non-GAAP basis, EBITDA was $6.9 million compared to $7.9 million [2][3] - Net income for Q3 2025 was $2.7 million, or $0.10 per diluted share, consistent with the previous year, while Non-GAAP net income was $4.9 million, or $0.17 per diluted share, up from $0.16 [3][6] - Cash and cash equivalents decreased to $79.7 million as of September 30, 2025, from $93.9 million at the end of 2024, primarily due to share repurchases and dividend payments [5][12] Business Segments - Services revenue for Q3 2025 was $30.9 million, accounting for 50.3% of total revenues, indicating a strong performance in service offerings [6] - The Live family of services for Unified Communications and Collaboration (UCC) and CAI business are identified as primary growth engines for the company [7][8] - The launch of the Live Platform has resulted in a significant agreement with a tier-1 system integrator, enhancing cross-selling opportunities [9] Shareholder Returns - The company declared a cash dividend of $0.20 per share, totaling approximately $5.6 million, paid on August 28, 2025 [12] - During Q3 2025, AudioCodes repurchased 1,267,436 ordinary shares at a cost of $12.7 million, reflecting its commitment to returning value to shareholders [6][12] Future Outlook - AudioCodes aims to achieve a full-year ARR target of $78-$82 million, supported by the growth in its CAI business and strategic investments [8][11] - The company has received court approval to repurchase up to $25 million of ordinary shares, valid through April 28, 2026, indicating ongoing confidence in its financial position [13]

ATLANTA--(BUSINESS WIRE)--NCR Atleos Corporation (NYSE: NATL) ("Atleos†), a leader in expanding self-service financial access for financial institutions, retailers and consumers, has collaborated with Kuwait Finance House (KFH) to transform the in-branch customer experience through the deployment of a hyper-realistic conversational AI-powered avatar. This groundbreaking initiative introduces AI-driven video avatars at account service kiosks across KFH branches, offering customers real-time, per. ...