Core Insights - Veritone, Inc. reported a net loss from continuing operations of $26.9 million in Q3 2025, which is an increase of 20% compared to Q3 2024, primarily due to an $8.0 million non-cash expense related to the divestiture of Veritone One [3][4] - The company achieved a non-GAAP net loss from continuing operations of $5.8 million, reflecting a 47.8% improvement from $11.1 million in Q3 2024, with adjusted loss per share improving from $(0.29) to $(0.09) [4][5] - Veritone anticipates a non-GAAP net loss for Q4 2025 to be between $1.5 million and $5.0 million, indicating a 66% improvement at the midpoint compared to Q4 2024 [6] Financial Performance - In Q3 2025, Veritone's revenue was $29.1 million, up from $22.0 million in Q3 2024, marking a significant growth in core AI software revenue of over 200% [21] - The company reported a non-GAAP gross profit of $20.6 million for Q3 2025, compared to $15.7 million in Q3 2024, with non-GAAP gross margins of 70.6% [20] - Full-year 2025 non-GAAP net loss is projected to be between $31.6 million and $26.0 million, representing a 29% year-over-year improvement at the midpoint [6] Operational Highlights - Veritone's management emphasized improved cost management and operational discipline as key factors in the reduction of operating losses [4] - The company remains confident in its bottom line outlook, projecting a path to profitability by late 2026 [5][21] - Recent contract wins for the Veritone Data Refinery (VDR) product with leading hyperscalers indicate strong market momentum and expansion [24]

Group 1 - The article provides a market analysis focusing on NVIDIA Corporation and International Business Machines (IBM) [1] - It highlights the performance trends and competitive positioning of both companies within the technology sector [1] - The analysis includes financial metrics and projections that indicate potential growth opportunities for investors [1] Group 2 - NVIDIA is noted for its strong market presence in graphics processing units (GPUs) and artificial intelligence (AI) technologies, which are driving demand [1] - IBM's strategic initiatives in cloud computing and AI are emphasized as key areas for future growth [1] - The article discusses the broader implications of technological advancements on market dynamics and investment strategies [1]

Core Insights - SoundHound AI reported Q3 CY2025 revenue of $42.05 million, exceeding analyst expectations of $40.93 million, reflecting a year-on-year growth of 67.6% [6] - The company's non-GAAP loss per share was -$0.03, aligning with analysts' consensus estimates [6] Financial Performance - Revenue: $42.05 million vs analyst estimates of $40.93 million (67.6% year-on-year growth, 2.7% beat) [6] - Adjusted EPS: -$0.03 vs analyst estimates of -$0.03 (in line) [6] - Adjusted EBITDA: -$6.32 million vs analyst estimates of -$12.34 million (-15% margin, 48.8% beat) [6] - Operating Margin: -118%, improved from -135% in the same quarter last year [6] - Market Capitalization: $5.92 billion [6] Business Growth Drivers - The growth was attributed to rising adoption of AI-powered voice solutions across various sectors, including automotive, restaurants, and financial services [3] - Management highlighted the integration of proprietary AI models and recent acquisitions as factors contributing to improved cost efficiency and operational leverage [3][5] Future Outlook - Guidance for continued enterprise AI expansion and cross-selling opportunities from the Interactions acquisition [4] - Anticipated hyper growth coupled with a breakeven profitability profile as the company scales its recurring, outcome-based contracts [4] Key Developments - Expansion of the Amelia agentic AI platform in customer service and contact center automation, with several Fortune 100 customers added [7] - Transition to the Polaris multimodal, multilingual foundation model resulted in reduced error rates and improved efficiency [7] - Significant contracts in IoT and automotive sectors, including a major deal with a large Chinese company for smart devices [7] Revenue Model Evolution - Shift towards recurring, outcome-based contracts, with an increasing proportion of revenue tied to customer success metrics [8] - Integration of Interactions expected to yield cost and revenue synergies by migrating products to SoundHound's in-house models [8]

Core Insights - Five9 reported better-than-expected earnings for Q3, with earnings of 78 cents per share, surpassing the analyst consensus estimate of 73 cents per share [1] - Quarterly sales reached $285.800 million, exceeding the analyst consensus estimate of $285.042 million [1] - The company raised its FY2025 adjusted EPS guidance from a range of $2.86-$2.90 to $2.92-$2.96, while slightly lowering its sales guidance from $1.144 billion-$1.150 billion to $1.143 billion-$1.149 billion [1] Financial Performance - Enterprise AI revenue grew 41% year-over-year, indicating strong growth in this segment [2] - Adjusted EBITDA margin reached a record 25%, reflecting improved profitability [2] Market Reaction - Following the earnings announcement, Five9 shares fell by 14.4%, trading at $18.36 [2] Analyst Ratings and Price Targets - Piper Sandler maintained an Overweight rating but lowered the price target from $31 to $26 [5] - Barclays also maintained an Overweight rating, reducing the price target from $33 to $29 [5] - Cantor Fitzgerald kept an Overweight rating while lowering the price target from $36 to $32 [5] - Wells Fargo maintained an Equal-Weight rating and decreased the price target from $28 to $22 [5]

Core Insights - Five9 reported better-than-expected earnings for Q3, with earnings of 78 cents per share, surpassing the analyst consensus estimate of 73 cents per share [1] - Quarterly sales reached $285.800 million, exceeding the analyst consensus estimate of $285.042 million [1] - The company raised its FY2025 adjusted EPS guidance from a range of $2.86-$2.90 to $2.92-$2.96, while slightly lowering its sales guidance from $1.144 billion-$1.150 billion to $1.143 billion-$1.149 billion [1] Financial Performance - Enterprise AI revenue grew 41% year-over-year, indicating strong growth in this segment [2] - Adjusted EBITDA margin reached a record 25%, reflecting improved profitability [2] Market Reaction - Following the earnings announcement, Five9 shares fell by 14.4%, trading at $18.36 [2] Analyst Ratings and Price Targets - Piper Sandler maintained an Overweight rating but lowered the price target from $31 to $26 [5] - Barclays also maintained an Overweight rating, reducing the price target from $33 to $29 [5] - Cantor Fitzgerald kept an Overweight rating while lowering the price target from $36 to $32 [5] - Wells Fargo maintained an Equal-Weight rating and reduced the price target from $28 to $22 [5]

Financial Data and Key Metrics Changes - Q3 revenue reached $42 million, representing a 68% year-over-year increase [25][30] - Year-to-date revenue for 2025 is $114 million, up 127% compared to the previous year [4] - GAAP gross margin was 43%, while non-GAAP gross margin was 59% [31][32] - GAAP net loss was $109.3 million, with a non-GAAP net loss of $13 million [34] Business Line Data and Key Metrics Changes - All three business pillars grew in double digits, with significant contributions from IoT, enterprise, and restaurant sectors [30][31] - The automotive sector faced pressure due to global tariffs and industry softness, but there are signs of improvement [31] - The company has diversified its industry mix, with no single customer contributing more than 10% of revenue [31] Market Data and Key Metrics Changes - Strong adoption in the IoT and robotics market, including a significant deal with a large Chinese company for AI-enabled smart devices [11] - Continued penetration in the automotive market, with new partnerships and deployments [12][14] - Expansion in financial services, energy, retail, and healthcare sectors, with multiple new contracts signed [12][15][16] Company Strategy and Development Direction - The company is focusing on enterprise AI and agentic AI solutions, leveraging its long history of innovation [18][19] - The acquisition of Interactions aims to enhance workflow orchestration capabilities and expand market reach [10][18] - The company is preparing for the launch of Voice Commerce in 2026, integrating voice AI with various services [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential of enterprise AI and the company's ability to capitalize on market opportunities [24][36] - The company expects to achieve revenue between $165 million and $180 million for the full year 2025 [36] - Anticipated acquisition cost synergies of approximately $20 million on an annual run-rate basis will be realized more fully in 2026 [37] Other Important Information - The company celebrated its 20th anniversary, highlighting its long-term focus and strategic execution [4] - The company is actively investing in innovation and expanding its product capabilities to maintain technological leadership [32][36] Q&A Session Summary Question: About the eight-figure Chinese robotics deal - The deal involves a robotics company, not a humanoid robot, with a commitment of double-digit millions over the next two to three years [38][39] Question: Impact of the Interactions acquisition - The acquisition is expected to enhance capabilities in automotive, technology services, retail, financial services, and healthcare [40][41] Question: Percentage of revenue from term license versus SaaS within Amelia - The majority of revenue is recurring, with a shift towards outcome-based contracts [42][44] Question: Number of customers committed to upgrading to Amelia 7 - The company expects about 75% of customers to migrate to Amelia 7 by mid-next year [45] Question: Update on the competitive environment - The company feels confident in its competitive position, leveraging its own technology against competitors who rely on third-party models [56][57]

Investor Presentation November 2025 Copyright © 2025 Veritone, Inc. All rights reserved. Copyright © 2025 Veritone, Inc. All rights reserved. Trademarks are the property of their respective owners. Forward-Looking Statements & Disclaimers Copyright © 2025 Veritone, Inc. All rights reserved. This presentation of Veritone, Inc. (the "Company") contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve substantial risks and uncertainties. Without ...

Benchmark Electronics Third Quarter 2025 Financial Results November 4th, 2025 Forward-Looking 2025 Statements This document contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are identified as any statement that does not relate strictly to historical or current facts and may include words such as "anticipate," "believe," "intend," "plan," "project, ...

Core Insights - Snowflake and SAP SE have announced a collaboration to integrate Snowflake's AI Data Cloud with SAP Business Data Cloud, enhancing data accessibility for organizations [1] Group 1: Collaboration Details - The partnership aims to provide a seamless experience for organizations to utilize Snowflake's AI Data Cloud alongside SAP's offerings [1] - Snowflake's data and AI platform will be available as a solution extension for SAP BDC customers, facilitating richer data utilization [1]

Core Insights - Snowflake is positioning itself as a leader in the integration of agentic AI into enterprise operations, focusing on transforming data into actionable insights [4][6][7] - The company aims to empower all employees to interact with data using natural language, enhancing decision-making speed and effectiveness [5][6][8] - Snowflake's new platform, Snowflake Intelligence, is designed to provide verified and explainable answers to complex queries, moving beyond traditional analytics [7][8] Company Strategy - Snowflake's strategy emphasizes building governed data ecosystems that allow for reasoning over data while maintaining strict governance [4][12] - The company is integrating agentic AI gradually, ensuring that it aligns with customer outcomes and has clear application stories [10][12] - A prototype AI agent named "Raven" is being tested internally to demonstrate the capabilities of context-aware AI in supporting real-time decision-making [9] Market Position - Snowflake commands an estimated 18.33% market share in the data intelligence and cloud data warehousing sector, significantly ahead of competitors like Databricks [18] - The company reported total revenue of $942.1 million, reflecting a 28% year-over-year increase, with product revenue reaching $900.3 million, a 29% increase [18] - Industry experts suggest that Snowflake's strong network effects and existing infrastructure investments by enterprises provide a defensible competitive position [19][20] Industry Trends - The shift in the industry is moving from raw model performance to the integration of AI with enterprise data, emphasizing the importance of trust and governance [2][16] - Companies are increasingly focused on the ability of AI to explain its reasoning rather than just generating outputs, indicating a broader realignment in enterprise AI [20] - The future of enterprise AI is expected to be open, interoperable, and deeply data-driven, with a focus on trust and context as key differentiators [21]