Core Insights - Capgemini has strengthened its partnership with SAP to enhance AI-driven enterprise transformation solutions across European industries, particularly in the public sector and highly regulated sectors [1][3] - The new Sovereign Technology Partnership aims to bolster Europe's digital sovereignty, ensuring robust cybersecurity and compliance for organizations [1][2] - The partnership will initially focus on France, Germany, the Netherlands, and the United Kingdom, with plans for broader European expansion [1] Group 1 - The partnership will combine Capgemini's expertise in data management, migration, and AI governance with SAP's sovereign cloud solutions to deliver end-to-end agentic AI solutions [3] - Capgemini's recent acquisitions of Syniti and Cloud4C enhance its capabilities in SAP data transformation and managed services for hybrid and sovereign cloud environments [4] - The collaboration aims to address the dual challenge of driving AI-led innovation while ensuring compliance with strict sovereignty and security requirements [4] Group 2 - Aiman Ezzat, CEO of Capgemini, emphasized the importance of collaboration between companies and governments to meet the challenges of digital sovereignty and innovation [4] - Christian Klein, CEO of SAP SE, stated that the partnership sets a new benchmark for Europe's digital and technology sovereignty, enabling organizations to innovate securely and independently [4] - Capgemini reported global revenues of €22.1 billion for 2024, showcasing its strong position in the market [6]

Summary of Sprout Social Update / Briefing (November 18, 2025) Company Overview - **Company**: Sprout Social (NasdaqCM:SPT) - **Event**: Breaking Ground, a quarterly launch event focusing on social media and AI innovations Key Industry Insights - **Social Media Evolution**: The customer journey has shifted to social media, with social search becoming the new SEO and social content acting as the new marketing site map [6][8] - **Data Volume**: 5.4 billion people share hundreds of billions of messages daily, generating tens of petabytes of data on social networks [6] - **Customer Engagement**: 55% of users feel brands are not adequately responding to their interactions on social media, indicating a gap in customer engagement [8] Core Product Innovations - **AI Integration**: Sprout has been investing in AI for over a decade, with over 40 custom AI models in use, enabling features like optimal send times and sentiment analysis [14][15] - **Agentic AI**: Introduction of agentic AI, which can reason and take actions based on social data, enhancing workflows and decision-making processes [10][12] - **Trellis**: A new AI agent designed to facilitate social intelligence across organizations, allowing users to interact conversationally with social data for insights [16][20] Product Features and Enhancements - **Trellis Capabilities**: Users can perform tasks like trend analysis and campaign performance reporting through a conversational interface, significantly reducing the time spent on data analysis [16][19] - **Spam Detection**: New AI model for spam detection that categorizes and auto-completes spam messages, improving team efficiency [28] - **Influencer Marketing**: Enhanced capabilities for influencer matchmaking, including brand fit and safety scores, and upcoming features for analyzing video content [30] Upcoming Features - **Integration with ChatGPT**: Launch of a remote MCP server to connect Sprout with ChatGPT, allowing for deeper content analysis and performance comparisons [24][27] - **New Social Listening Sources**: Introduction of Blue Sky for comprehensive insights and monitoring capabilities across various social networks [39] Customer Engagement and Feedback - **Customer Participation**: Early access to Trellis for qualifying social listening customers, with plans for broader rollout [20] - **User Experience**: Positive feedback from customers on the ease of use and efficiency improvements brought by Trellis [52] Panel Discussion Highlights - **AI in Workflows**: Discussion on the transition from AI as an assistant to AI as a coworker, emphasizing the importance of personalized AI applications [48][56] - **Human Element**: Acknowledgment that while AI enhances efficiency, the human aspect of content creation and customer engagement remains crucial [60] Conclusion - **Future Vision**: Sprout Social aims to leverage AI to unlock social intelligence for businesses, enhancing customer engagement and operational efficiency at an unprecedented scale [31]

Summary of Thomson Reuters Conference Call Company Overview - **Company**: Thomson Reuters - **Industry**: Information Services, specifically focusing on legal, tax, and accounting sectors Key Points and Arguments Product Innovation and AI Integration - The CEO highlighted a significant acceleration in product innovation, particularly through the integration of generative AI across various product lines such as CoCounsel, Westlaw, and Practical Law [3][4][10] - The company has committed over $200 million to generative AI investments for 2025, split evenly between operating expenses and capital expenditures [11] - Recent product launches, including CoCounsel Legal and Westlaw Advantage, have received positive early testing results, indicating strong client adoption [4][5] Client Adoption and Customer Success - Thomson Reuters has invested heavily in customer success initiatives to drive adoption and sustained usage of its products [5][7] - The company has seen a doubling of its Net Promoter Score (NPS) since launching its change program in 2021, indicating improved customer satisfaction [14] Revenue Growth Projections - For 2026, the company targets a revenue growth of 9.5% for its big three segments, with price increases expected in the range of 3-3.5% [15][16] - The tax and accounting segment is projected to achieve organic revenue growth of 11-13%, driven by product innovation, acquisitions, and a strong retention rate [57][58] Competitive Advantages - Thomson Reuters maintains a strong competitive position in legal research due to its extensive content repository and a team of highly trained attorneys who enhance AI capabilities [22][43] - The company is leveraging its established tax calculation engines and expertise to automate workflows, addressing the talent shortage in the tax and accounting professions [39][41] Market Dynamics and Opportunities - The legal profession is increasingly adopting technology, with both large firms and sole practitioners showing interest in AI tools [54][55] - The corporate segment presents a significant growth opportunity, with the company focusing on automating tasks for general counsels and heads of tax [60][62] Challenges and Considerations - The company faces challenges in changing the cultural dynamics within law firms to fully embrace AI tools, which may take time [56] - There are concerns regarding potential downgrades in government contracts affecting revenue, but the company remains optimistic about overall growth [51][48] Additional Important Insights - The company is actively monitoring the competitive landscape, particularly in tax and accounting, where it has not seen new entrants in core calculation engines [44] - The integration of AI into workflows is seen as a multi-year growth opportunity, with a focus on delivering automation solutions that competitors may struggle to replicate [62][63]

Core Insights - authID has introduced the authID Mandate™ Framework, a governance model aimed at enhancing security for Agentic AI systems, particularly focusing on non-human identities like AI agents [1][5] - The framework addresses the vulnerabilities associated with AI agents operating with phishable credentials and lacking accountability, which can lead to significant risks for enterprises [2][3] Company Overview - authID is a leader in biometric identity authentication, providing solutions that ensure enterprises can verify the identity of users behind devices, thereby preventing cybercriminal activities [6][7] - The company emphasizes the importance of a governance framework for AI agents, allowing enterprises to manage and control AI activities effectively [5][6] Mandate Framework Features - The Mandate Framework establishes accountability by ensuring each AI agent is sponsored by a verified human, creating a clear chain of trust [4][5] - It operationalizes the issuance of biometric-rooted, cryptographically verifiable credentials, enhancing security across digital workflows and multi-agent ecosystems [4][6] - The framework includes features such as fine-grained authorization policies, continuous observability of AI agent actions, and the production of tamper-evident logs for compliance and auditing purposes [6][7] Industry Context - The introduction of Agentic AI solutions poses significant concerns for enterprise CEOs, particularly regarding the potential for fraud and misuse without a robust governance framework [5] - Recent incidents of fraud involving AI agents highlight the urgent need for accountability and trust in AI systems, which the Mandate Framework aims to address [5]

Core Insights - Yum China plans to accelerate store openings and enhance profitability, focusing on lower-tier cities [1][2] - KFC aims to increase its outlets by one-third to over 17,000 by 2028, with an expected operating profit exceeding 10 billion yuan ($1.41 billion) [1] - Pizza Hut plans to add over 600 new restaurants annually, targeting a total of more than 6,000 locations by 2028 [2] KFC Expansion - KFC's strategy includes flexible store formats and an accelerated franchise model to penetrate over 2,000 lower-tier cities [1] - The company targets a restaurant margin of 17.3% for KFC by 2028 [5] Pizza Hut Expansion - Pizza Hut's operating profit in China is expected to double from 2024 to 2029 [2] - The brand aims for a restaurant margin of at least 14.5% by 2028 [5] Technology and Supply Chain - Yum China plans to enhance its technology and supply-chain initiatives, including the use of AI for decision-making and coordination [3] - The company will collaborate with suppliers to create integrated supply-chain parks for operational synergies [3] Financial Targets - For 2025, Yum China targets a group restaurant margin of 16.2% to 16.3%, with free cash flow per share projected at $2.20 to $2.30 [4] - By 2028, the company aims for a total of over 25,000 stores and a group restaurant margin of at least 16.7% [5] Recent Performance - Pizza Hut recorded a same-store sales decline of 1% in Q3 2025, primarily due to a 6% drop in the US market [6]

Core Insights - Alibaba officially launched the "Qianwen" project on November 17, 2025, aiming to enter the AI to C market with top-tier resources and leading global technology, resulting in a surge of users that temporarily crashed the Qianwen app [1][3] - The launch of the Qianwen app is positioned as a direct competitor to ChatGPT, focusing on practical applications rather than entertainment, marking a significant shift in AI's role in daily life [1][4] Group 1: Timing and Strategic Framework - Alibaba's CEO, Wu Yongming, categorizes the development of general artificial intelligence (AGI) into three stages: "learning human," "assisting human," and "surpassing human," indicating that the current capabilities have transitioned into the "assisting human" phase, which supports the company's push into the C-end market [3][4] - The company believes the real breakthrough in the C-end market lies in "productivity AI," where users seek assistance in practical tasks rather than entertainment, aligning with the capabilities of the Qwen3 model [3][4] Group 2: Competitive Advantages - Alibaba's confidence in competing with ChatGPT stems from its unique "ecosystem + technology" dual-engine strategy, leveraging a rich digital service matrix that includes platforms like Taobao, Tmall, and Dingtalk, providing seamless integration for the Qianwen app [4][5] - The Qwen model family, which has evolved to its third generation, boasts over 600 million downloads and more than 170,000 derivative models, establishing itself as a leading open-source model globally [5][6] Group 3: Strategic Goals of Qianwen App - The Qianwen app aims to be more than just a conversational AI; it is designed to function as a "task-doing AI assistant," capable of generating reports and performing complex tasks based on user commands [6][7] - Future enhancements will allow the app to integrate various services, enabling users to execute multiple tasks through simple commands, thus transforming human-computer interaction [6][7] Group 4: Implications for the AI Landscape - The launch of the Qianwen app signifies a significant challenge to global AI products, backed by Alibaba's substantial investment in AI infrastructure and a commitment to practical applications of AI in everyday life [7] - This initiative reflects a broader narrative of China's confidence in its AI capabilities, positioning itself as a key player in the global AI discourse amid geopolitical tensions [7]

Core Insights - Levi Strauss & Co. is collaborating with Microsoft to create an enterprise superagent aimed at enhancing employee support, streamlining retail operations, and modernizing data infrastructure [1][2] - The Azure-native orchestrator will function within Microsoft Teams, managing requests across various departments, which is part of Levi's strategy to focus on a "fan-obsessed, direct-to-consumer first business" [2][4] - The superagent is expected to centralize employee inquiries and operational tasks into a single conversational interface, improving support for store associates and corporate teams [2][6] Modernization Strategy - The initiative is part of a broader modernization strategy that includes the use of Surface Copilot+ PCs, GitHub Copilot, and Microsoft Intune, alongside migrating workloads to Microsoft Azure [3] - Levi is utilizing Azure Migrate, Azure AI Foundry, and Semantic Kernel to enhance automation and maintain a zero-trust security posture [3] AI Adoption in Retail - The partnership reflects a trend among retailers to adopt agentic AI for both internal and customer-facing operations, with Levi's consumer tools built on the same data foundations [4][5] - The new Outfitting feature leverages inventory data and customer behavior to provide personalized styling recommendations [4] Competitive Landscape - Levi's AI-powered associate assistant, Stitch, offers store employees immediate access to product information and training resources, aligning with industry competition [5] - The move towards an orchestrator model indicates that traditional apparel brands are adopting advanced architectures to enhance execution and support direct-to-consumer growth [5] Implementation Timeline - The global rollout of the superagent is scheduled to begin in early 2026, with expectations of improved productivity and better alignment across stores, supply chains, and digital channels [6]

RT Avi Chawla (@_avichawla)30 Agentic AI terms AI engineers should know: https://t.co/uOnNZEXsu0 ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief: Levi Strauss & Co. is working with Microsoft to deploy a "complex agentic framework" throughout its operations, the two companies announced Monday. A "super-agent" capable of integrating an agentic network across IT, human resources and operations is currently being built and tested. It will roll out starting early next year.  The technology will be embedded wi ...

NICE 2025 Investor Day Summary Company Overview - NICE is a leader in customer experience (CX) with 27,000 customers globally, including major banks and Fortune 500 companies [10][11][31] - The company also leads in financial crime and compliance, protecting $5 trillion in daily transactions through its Actimize portfolio [10] Industry Insights - The customer experience market is experiencing significant growth, driven by increasing interaction volumes across various channels, including AI, digital, and voice [11][14][22] - Companies investing in CX outperform their peers, with proven benefits such as increased revenue and reduced operational costs [12][13] - NICE's AI volumes have grown by 65% in the last nine months, with digital interactions increasing in the mid-40% range [14] Key Points from the Presentation 1. **Market Opportunity**: The CX market is described as a "great market" with natural growth due to rising consumer interactions [5][11] 2. **Positioning**: NICE is well-positioned to capitalize on market opportunities through its AI capabilities and comprehensive product portfolio [6][22] 3. **Growth Drivers**: The company will focus on AI growth, automation of agentic AI, and expanding its CCAS (Contact Center as a Service) offerings [60][62] 4. **Financial Performance**: NICE reported a 49% growth in AI Annual Recurring Revenue (ARR) and is projected to reach nearly $3 billion in revenue by 2025 [27][28] 5. **Customer Success Stories**: Examples include Bose, which improved customer satisfaction by 30% and reduced operating costs by nearly 20% through NICE's platform [12][13] Leadership Changes - Arun Chandra has been appointed as COO, bringing experience from Walt Disney Corporation and Meta [4] Competitive Landscape - NICE Cognigy is recognized as a market leader in conversational AI for CX, with a strong focus on customer-driven journeys [28][51] - The company aims to capture market share from competitors by leveraging its AI-native platform and extensive customer base [53][54] Future Outlook - NICE anticipates doubling its total addressable market, currently estimated at $31 billion, within the next three years due to AI and CCAS market expansion [46] - The company emphasizes the importance of both human and AI interactions in delivering superior customer experiences [58][59] Conclusion - NICE is positioned for significant growth in the CX market, driven by its AI capabilities, customer-centric approach, and strategic leadership [60][61]