Set the context of the problem here. How difficult is it to get access to all data out there at the moment to make generative AI become this reality. Well, great to be here, Caroline.Has a lot of promise for making data very broadly available to everyone in the enterprise, including business users using natural language we state which all of us like doing. But the problem often is that the meaning behind the data is in multiple places. It can be in databases, it can be in business intelligence tools.This ju ...

Financial Data and Key Metrics Changes - Total revenue for fiscal year 2025 was approximately $49.1 million, a 10% increase from fiscal year 2024 [17] - Platform subscription revenue increased 36% to roughly $19 million [17] - Annual recurring revenue (ARR) reached $20.9 million, up 20% year over year [11] - Net income for the quarter was $2.4 million or $0.07 per diluted share, compared to a net loss of $2.8 million or $0.09 per diluted share in the prior year quarter [16] - Adjusted EBITDA for the year was $5.3 million, a company record compared to $2.2 million in fiscal year 2024 [19] Business Line Data and Key Metrics Changes - Platform subscription revenue accounted for over 40% of total revenue in the quarter, increasing from 35% in the prior year quarter [11] - Transaction revenue for fiscal year 2025 was $30.1 million, a 2% decrease from the prior year [17] - The company added 38 net new platform deployments in the last quarter, with balanced growth between new sales and upsells [12] Market Data and Key Metrics Changes - The company experienced a modest sequential decline in B2C ARR due to seasonal challenges [12] - The total active customer count for the quarter was 1,338, down from 1,398 in the same period a year ago [13] - The company noted competitive pressures in the B2C space that may affect near-term growth [24] Company Strategy and Development Direction - The company aims to reach a $30 million platform ARR target by the end of fiscal year 2027, focusing on product development and unique value delivery [5] - A shift from a transaction-based model to a vertical SaaS model is underway, with an emphasis on AI-driven solutions [8] - The company is pursuing a headless strategy, allowing customers to integrate services into their own systems and workflows [33] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the momentum in B2B ARR growth and expects continued strong performance [23] - There are expectations for transaction revenue growth to remain challenging in fiscal year 2026, but a potential flattening of declines is anticipated [24] - The company plans to continue investing in sales and marketing as well as technology and product development while aiming to reduce overall general and administrative expenses [24] Other Important Information - The company generated over $7 million in cash flow from operations in fiscal year 2025, almost double the previous year's result [23] - The final earn-out for the SITE acquisition was determined to be $15.4 million, with payments structured to be 62% in cash [20] Q&A Session Summary Question: Can you touch on the sequential uptick in ASP? - Management noted that larger deals have been secured due to the onboarding of a new Chief Revenue Officer and improved sales training [42] Question: How is the Resolute software adapting to the new strategy? - Management indicated that Resolute's strong API aligns well with the headless strategy, allowing for better integration into customer workflows [44] Question: What are the trends regarding COGS on the platform side? - Management explained that cost optimization efforts, including prepayments for hosting services, have contributed to lower COGS despite revenue growth [52] Question: Can AI-related deals continue to grow at the current pace? - Management expects continued strong results in the B2B space but anticipates slower growth in the B2C space due to increased competition [55] Question: What is driving the strength in deals above $100,000? - The new sales process and pricing strategy have led to larger deals, with a focus on understanding customer pain points and delivering value [58] Question: Can you elaborate on the partnership with LibKey? - Management described the partnership as an opportunity to expand the academic business by facilitating access to scientific articles through link resolver technology [64] Question: What is the current penetration of Article Galaxy customers also using SITE? - Management indicated that penetration remains low to mid-single digits, with most SITE sales going to new customers [68] Question: How do you expect margins to expand in fiscal year 2026? - Management anticipates crossing the 10% EBITDA margin threshold while continuing to invest in growth [70]

Model Context Protocol (“MCP”) article for reference:s4mmy (@S4mmyEth):https://t.co/PPw4baHQst ...

RT Avi Chawla (@_avichawla)Model Context Protocol (MCP), clearly explained (with visuals): ...

That's a wrap!If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs.Avi Chawla (@_avichawla):Model Context Protocol (MCP), clearly explained (with visuals): ...

Protocol Overview - Model Context Protocol (MCP) is explained with visuals [1]

Decentralized AI - Web3 和 Model Context Protocol (MCP) 的结合可能为去中心化人工智能提供新的基础 [1] Industry Perspective - Sentora 的联合创始人 Jesus Rodriguez 认为 Web3 和 MCP 的结合具有重要意义 [1]

Technology & Product - OriginTrail's Decentralized Knowledge Graph (DKG) provides verifiable and traceable context for agents [1] - Model Context Protocol (MCP) allows agents to access verifiable knowledge, discover context, and store trusted memory via DKG [1] - OriginTrail is supercharging Microsoft Copilot with verifiable memory [1] Security & Infrastructure - OriginTrail's DKG is secured by Polkadot [1] Partnership & Integration - OriginTrail is partnering with Microsoft to enhance Copilot [1]

Core Insights - Coveo has expanded its partnership with Salesforce to enhance AI capabilities through the Model Context Protocol (MCP) Server on AgentExchange, aiming to improve the accessibility and reliability of enterprise data for AI agents [1][4] - The MCP Server will enable enterprises, particularly in e-commerce, to create and deploy AI agents that can access real-time data, thereby enhancing customer experiences and operational efficiency [2][3] Company Developments - The Coveo MCP Server on AgentExchange will complement the existing Coveo for Agentforce application, providing a more intelligent self-service experience for users and reducing the time needed to find information [3] - Coveo's commitment to customer success is reinforced through this partnership, which aims to unlock the potential of digital labor and ensure effective AI initiatives [4] Industry Context - The partnership highlights the growing importance of modular, scalable, and standards-based systems in the AI landscape, with the MCP being a critical enabler for enterprises to build reliable AI agents [4] - The collaboration is positioned within a multi-trillion dollar market opportunity, emphasizing the potential for businesses of all sizes to engage in the AI agent economy [4]

MCP Origins and Goals - MCP was created to address the challenge of constantly copying and pasting context into LLMs, aiming to give models the ability to interact with the outside world [4][5][6] - The goal is to establish an open-source, standardized protocol for model agency, enabling broader participation in the ecosystem [7][8] - Anthropic believes that enabling model agency is crucial for LLMs to reach the next level of usefulness and intelligence [8] MCP Development and Adoption - MCP was initially developed internally and gained traction during a company hack week [9][10] - Early feedback questioned the need for a new protocol and its open-source nature, given existing tool-calling capabilities [12][13] - Adoption by coding tools like Cursor marked a turning point, followed by broader adoption from Google, Microsoft, and OpenAI [14] Protocol Principles and Updates - The protocol prioritizes server simplicity, even if it increases client complexity, based on the belief that there will be more servers than clients [20][21] - Recent updates include support for streamable HTTP to enable more birectionality for agent communication [19] - Future development focuses on enhancing the agent experience, including elicitation to allow servers to request more information from end users [26][27] - Plans include a registry API to facilitate models finding MCPs independently, further supporting model agency [28] Ecosystem Opportunities - The industry needs more high-quality servers across various verticals beyond dev tools, such as sales, finance, legal, and education [31][34] - There is a significant opportunity in simplifying server building through tooling for hosting, testing, evaluation, and deployment [36] - Automated MCP server generation is a potential future direction, leveraging increasing model intelligence [37] - Tooling around AI security, observability, and auditing is crucial as applications gain more access to external data [38]