Agentic Platform Engineering Implementation - Outshift by Cisco is redefining platform engineering with agentic platform engineering, aiming to automate workflows and allow platform engineers to focus on high-value work [1][2] - The company built Jarvis, a genai-powered multi-agentic system, to automate tasks and improve efficiency [2] - Langraph, combined with Langsmith's observability tools, enables debugging agentic applications and improving reasoning capabilities at scale [6] Efficiency Improvement - Implementing Jarvis allows developers to self-service through genai-powered automation, eliminating manual toil [4] - CI/CD pipeline setup time reduced from a week to less than an hour [7] - Resource provisioning time (e.g., S3 buckets, EC2 instances, access keys) reduced from half a day to nearly instantaneous [7] - The company has eliminated unnecessary back and forth between developers and SREs [7] Workflow Transformation - The company shifted from traditional automation to agentic reasoning-based workflows by adopting Langraph [5] - Developers interact with Jarvis for platform-related questions and configurations, retrieving information autonomously [8] - The new system allows the company to handle a higher volume of requests with the same team while reducing burnout [8] Technology Evaluation - Langraph's tight integration with Langsmith, especially for debugging and evaluations, is a significant advantage [9] - The company found Langraph to be superior compared to other agentic solutions or custom-built alternatives [9]

Digital Transformation & Automation - The industry has been exploring automation tools on platforms like LinkedIn to generate leads and engage with potential customers since 2015 [1][2] - The industry acknowledges the potential risks to reputation when using automation tools for marketing [2] - Digital workers, referred to as "digital proletaria," are emerging as a new class of worker, offering advantages like not requiring rest, raises, or vacations [4][5] - AI-powered chatbots are increasingly capable of creating software programs using natural language processing, exemplified by tools like Cursor and BotNew [8] Impact & Challenges - The rise of digital workers may lead to job displacement, particularly in customer service roles, and societal changes [6] - The industry recognizes that jobs provide purpose and meaning beyond just financial compensation, highlighting the importance of creativity, empathy, and ethical values in human roles [7] Opportunities & Empowerment - AI democratizes opportunities by enabling individuals to create their own digital workers for tasks like sales lead generation [9] - The industry is shifting from seeking jobs to creating ventures, empowered by accessible AI tools [11] - The industry encourages embracing innovation and leveraging digital workers to foster a new era of startups [10][11]

It began here. The first industrial revolution. Watts steam engine and the mechanized loom introduced automation and the advent of factories and industry was born.The age of electricity. Ampier unraveled electromagnetism. Faraday built the first electric generator and Maxwell laid the foundations for modern electrical engineering.Seammens and Wheatstone's dynamo. The engine of electricity. Bringing machines, trains, factories, and cities to life.Electrifying the planet. igniting modern manufacturing. And to ...

So robot body process automation is literally if human had to do something you basically open some browser or whatever take some data put into some other system click some button and all that stuff. So it records that human clicks on that desktop and tries to keep repeating it. So you kind of like get that automated and the hard part that they had is you can't do robotic process for unstructured data because it's not fixed they change it.So anything will be very very brutal. The bet that we are taking is th ...

Right now, what we're seeing is on steroids. You are working for AI and so do I because we're producing content and that content is going to be eaten by a machine and used to produce new stuff. You know that copyright is dead.It's a notion from 1710 and it's dead overnight. There is no copyright. It's done.My expectation of you is that each and every one of you and it doesn't matter what you do is going to replace 100% of what you do with automation. ...

Financial Data and Key Metrics Changes - Q1 gross transaction volume (GTV) was $17.7 billion, up 22% year over year [20] - Q1 total revenue was $215.7 million, up 27% year over year, driven by subscription revenue of $162.7 million, which grew 29% year over year [21] - Q1 platform gross margin was 79.7%, an improvement of over 300 basis points year over year [21] - Q1 operating income was $16.2 million, leading to a record operating margin of 7.5%, an improvement of 560 basis points year over year [22] - Q1 free cash flow was negative $22.3 million, an improvement from negative $24.6 million in the prior year [23] Business Line Data and Key Metrics Changes - Subscription revenue growth was 29% year over year, while usage revenue grew 22% year over year [21] - Professional service revenue for Q1 was $7.7 million [21] - Net dollar retention was greater than 110% for the quarter [21] Market Data and Key Metrics Changes - The company reported healthy growth from both residential and commercial customers [20] - The focus on enterprise customers is increasingly driving growth, with significant interest in standardizing operations around AI and automation [14] Company Strategy and Development Direction - The company aims to expand enterprise capabilities, increase pro product adoption, deepen commercial focus, and grow in roofing [12] - The strategy includes building trade-specific workflows to attract new industries to the platform [9] - The company is focused on becoming the operating system for the trades, with a long-term target of achieving a 25% non-GAAP operating margin [24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate economic uncertainty and emphasized the resilience of customers [30] - The company is managing for long-term growth rather than short-term gains, with a focus on durable compounding growth over many years [24] - Management acknowledged the potential impact of tariffs and supply chain inflation but emphasized the importance of prudent forecasting [30] Other Important Information - The company highlighted successful customer stories that demonstrate the value of its platform, including significant revenue growth for customers using its services [7][10] - The company is actively pursuing partnerships and consolidations in the commercial space, which is seen as a key growth area [65] Q&A Session Summary Question: Impact of tariffs on the business - Management noted that while tariffs could lead to supply chain inflation, customers have historically managed to pass through rising costs [30] Question: Stacking S curve strategy - The company is focused on enterprise, commercial, pro products, and roofing as primary areas of attention for growth [32] Question: Seasonal perspective on GTV - GTV is expected to be stronger in Q2 due to seasonal factors, particularly in trades like HVAC and landscaping [37] Question: Commercial bookings and product roadmap - Commercial bookings are performing well, with significant go-lives and a focus on enhancing product capabilities for construction use cases [44] Question: Average ticket sizes and macro impacts - Average ticket sizes remained stable, with Q2 guidance factoring in weather variability and macroeconomic conditions [55] Question: Visibility from customer go-lives - Customer go-lives provide high visibility into subscription revenue, with a focus on delivering ROI to encourage upselling of pro products [78]

Key Takeaways UiPath leads in RPA with strengths in task mining, workflow orchestration, and process optimization. PATH gains momentum from alliances with Microsoft, Amazon, and Salesforce across enterprise ecosystems. UiPath boasts 110-115% net retention and rising earnings estimates amid a growing automation market.UiPath, Inc. (PATH) continues to be a dominant force in the rapidly growing Robotic Process Automation (RPA) market, which QKS Group projects will reach a valuation of $7.9 billion by 2030, w ...

Core Insights - Flex collaborates with MIT to advance manufacturing through AI, machine automation, and new system-level approaches [1][2] - The initiative aims to enhance resilience, productivity, and sustainability in manufacturing, contributing to a stronger industrial base in the U.S. and globally [2][3] Initiative Focus - The MIT Initiative for New Manufacturing emphasizes four core pillars: reimagining manufacturing technologies, elevating productivity and human experience, scaling new ventures and resilient supply chains, and transforming the global manufacturing base with sustainability and economic opportunity [5] - New labs will be established to develop advanced manufacturing tools and techniques, and students will gain hands-on experience through visits to Flex production sites [2][3] Collaboration Details - Flex will host MIT faculty, researchers, and Masters of Engineering students at its Sorocaba, Brazil site, working with the Flex Institute of Technology [2] - The collaboration aligns with a shared vision of creating resilient, human-centered, and technologically advanced manufacturing ecosystems [3] Company Overview - Flex operates in 30 countries, providing technology innovation, supply chain, and manufacturing solutions across diverse industries [4]

SEI Investments (SEIC) FY Conference Summary Company Overview - SEI Investments provides outsourced technology and investment solutions to banks, financial institutions, and asset managers [2] - The company manages and services $1.6 trillion of client assets [2] Core Offerings - SEI has two core offerings: 1. Technology and operations group 2. Asset management [6] - The company operates in four divisions, with 70% of revenue coming from the Investment Manager Services (IMS) space, primarily in alternative managers [8] Historical Context - Founded in 1968, SEI started in private banking and went public in 1981 [12][13] - Significant growth in the 1990s with expansion into Canada and Europe, and the establishment of three new offerings [15] - A notable investment in 1994 in LSV yielded substantial returns, generating about $2 million weekly [16] Challenges and Strategic Shifts - The early 2000s were marked by challenges due to the dot-com bubble and financial crisis, leading to stagnation [17][18] - SEI struggled to adapt to the shift from active to passive asset management [20] - A leadership transition occurred in 2022 with Ryan Hickey becoming CEO, marking a shift towards bold strategies [25][27] Recent Performance and Leadership Changes - Under Ryan's leadership, sales events increased by 25%, margins improved by 300 basis points, earnings per share rose by 55%, and share price increased by 46% [36] - A complete overhaul of the leadership team was initiated to address stagnation and competition [30][31] Strategic Focus Areas 1. **Expansion of Asset Management**: Targeting larger Registered Investment Advisors (RIAs) and enhancing product offerings [39][41] 2. **Operational Excellence**: Emphasizing cost management and automation, with a focus on AI and offshoring [46][48] 3. **Enterprise Mindset Shift**: Transitioning from a vertical to a horizontal strategy to enhance collaboration across divisions [49][50] 4. **Capital Allocation**: Maintaining a strong balance sheet with no debt, while considering strategic acquisitions for growth [52][54] Future Opportunities - SEI is well-positioned in the alternative investment space, particularly in private credit [44][56] - The company sees significant potential in asset management, especially with the recent leadership changes [57] Conclusion - SEI Investments is undergoing a transformative phase under new leadership, focusing on growth in asset management, operational efficiency, and strategic capital allocation to enhance shareholder value [55][58]

Group 1: Nvidia's Earnings and Market Impact - Nvidia's recent earnings report alleviated concerns about a slowdown in AI and data-center spending, positively impacting the market and benefiting frontline players in the AI/data center industry [1] - The report also positively affects other companies with exposure to AI, such as GE HealthCare Technologies, PTC, and Vertiv [1] Group 2: GE HealthCare Technologies and AI Integration - GE HealthCare is collaborating with Nvidia on AI-powered robotics to enhance its imaging systems, utilizing Nvidia's Isaac platform [2] - The integration of AI into GE HealthCare's imaging systems improves patient guidance and data analysis, supporting decision-making and patient monitoring [2][3] - AI's value addition across GE HealthCare's businesses is expected to lead to better patient outcomes and long-term sales growth [3] Group 3: PTC and Industrial AI - Nvidia's CEO highlighted the importance of industrial AI, which is gaining traction as manufacturing is reshored to the U.S. [5][6] - PTC utilizes Nvidia's GPUs to enhance its CAD software, enabling real-time digital models that improve machinery performance through AI-powered analytics [7] - PTC has experienced double-digit recurring revenue growth and is projected to drive mid-teens growth in free cash flow, with potential for sustained growth if industrial AI continues to develop [8] Group 4: Vertiv's Role in AI Growth - Vertiv is a key partner for Nvidia, contributing to the power needs of AI growth in data centers, with strong order and backlog growth anticipated in 2025 [10] - Vertiv is set to launch its 800V direct current power architecture for data centers in the second half of 2026, ahead of Nvidia's next generation platforms [11] - Vertiv's solutions include rectifiers, busways, converters, and backup systems, positioning it well in the competitive landscape of power solutions for data centers [12]