Executive Vice President of Investor Relations 2 Safe Harbor and Note About Non-GAAP Financial Measures May 28, 2025 Salesforce Q1 FY26 Earnings Call NYSE: CRM @Salesforce_ir Introduction Mike Spencer "Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the Company's financial and operating results and guidance which include, but are not limited to, expected GAAP and non-GAAP financial and other operating and non-oper ...

Disclaimer This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words "anticipate," "believe," "continue," "estimate," "expect," "intend," "may," "will" and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these words. Forward-looking statements in this press release include, but are not limited to, statements regarding our market leadership position, ...

Freshworks (FRSH) Conference May 28, 2025 03:00 PM ET Speaker0 Great. Welcome back. We have Tyler, from Freshworks. He, has been at the company now since 02/2020? Speaker1 I think so. Yes. It's been a couple of years. Great conference. Speaker0 Tyler and I have known each other for a while. He's been a fixture in the software industry and tech industry for quite a while. So it's great to have you back, and thanks for supporting the conference. I think a lot of people know the Freshworks story, but maybe in ...

Core Viewpoint - Pegasystems (PEGA) shares have underperformed compared to the broader technology sector and its peers, but the company is leveraging innovative solutions to enhance its market position and drive growth [1][7]. Group 1: Competitive Landscape - PEGA shares have increased by 5.4% over the past month, lagging behind the Zacks Computer and Technology sector's growth of 8.8% and the Computer Software industry's growth of 12.4% [1]. - The company faces significant competition in the enterprise automation space from major players such as ServiceNow, Oracle, and Microsoft, which have seen share price increases of 15.1%, 11.3%, and 7.1%, respectively [1]. Group 2: Product Innovations - Pegasystems is experiencing strong demand for its GenAI Blueprint solution, which utilizes AI to streamline the design of enterprise workflow applications, making the process faster than traditional methods [2]. - The company has introduced new features to the Blueprint, allowing users to interact with workflows and perform tasks such as creating accounts or correcting billing issues [3]. - The launch of the Blueprint for Government Efficiency Toolkit represents a significant advancement in the company's offerings [3]. Group 3: Financial Performance - In Q1 2025, PEGA reported a 13% year-over-year increase in annual contract value (ACV) to $1.45 billion, with Cloud ACV growing by 23% to $701 million [5]. - Revenues for the same quarter rose by 44% year-over-year to $475.6 million, surpassing the Zacks Consensus Estimate by 33.6% [5]. Group 4: Earnings Estimates - The Zacks Consensus Estimate for PEGA's 2025 earnings is $3.26 per share, reflecting a 5.2% increase over the past 60 days and a 7.59% growth compared to 2024 [6]. - The consensus revenue estimate for 2025 stands at $1.61 billion, indicating a 7.35% growth over the previous year [6].

B of A Securities analyst Wamsi Mohan revised full-year estimates for Pure Storage, Inc. PSTG ahead of its earnings release on May 28.The analyst forecasts first quarter fiscal 2026 revenue and EPS at $772 million and 26 cents, respectively, slightly ahead of Street expectations of $770 million and 25 cents.The analyst highlighted that the first quarter is typically the company’s weakest from a seasonal perspective. Historically, since 2016, the first quarter has shown an average sequential revenue decline ...

Group 1 - The focus is on identifying strong companies that are undervalued by the stock market, with the belief that corrective forces will realign their valuations to intrinsic values [1] - Corrective forces include activist investors' proxy fights, leadership changes, strategic shifts, spin-offs, and industry cyclicality [1] - The objective is to identify these opportunities before they occur, as stock return overperformance is expected from such investments [1]

ASHBURN, Va., May 26, 2025 /PRNewswire/ - DXC Technology (NYSE: DXC), a leading Fortune 500 global technology services provider, today announced a multi-year IT services agreement with Vibracoustic, a leading expert in automotive Noise, Vibration, and Harshness (NVH) solutions to transform its SAP environment and modernize global IT operations. Vibracoustic Selects DXC to Lead Global Business Transformation with SAP (CNW Group/DXC Technology Company) Under the five-year agreement, DXC will become Vibra ...

国内最大的电商SaaS ERP提供商对于上市的执念，从聚水潭集团股份有限公司（以下简称"聚水潭"）四度递表便可 窥见一斑。 与前几次递表时深陷亏损的尴尬境地不同，此次卷土重来的聚水潭在去年刚刚经历了全年净利润回正的历史性时 刻。这家使出了浑身解数终于在2024年实现了全年盈利的SaaS公司，自2014年成立以来，已走过了十个年头。根据 灼识咨询的资料，聚水潭作为电商SaaS ERP领域里的头部玩家，24年的市占率达到24.4%，超过其他前五大参与者 的总和。同时，聚水潭亦是国内第一大电商运营SaaS提供商及第二大电商SaaS提供商。 尽管行业地位突出，但此前三次递表，聚水潭终因种种原因被资本市场拒之门外。时过境迁，随着2024年聚水潭在 揽获9.1亿营收的同时又终于首度完成净利润回正的任务，这一次看上去底气更足的聚水潭能圆梦港交所吗？不 过，这里值得一提的是，去年聚水潭的经营亏损其实依旧高达6209.3万元。展望未来，以中长期视角来看，公司的 增长基石究竟是否牢靠，大概很是值得市场人士保持关注。 年度利润勉强转正 聚水潭的核心产品即为聚水潭ERP，公司以此产品为商家客户在主要电商平台上处理电商订单相关的需求。 ...

Core Insights - Tyler Technologies' stock experienced a slight gain of 0.1% due to its recognition in the Gartner Magic Quadrant for Cloud-Based ERP for U.S. Local Government [1][2] - The S&P 500 index closed marginally lower on the same day, highlighting the relative performance of Tyler Technologies [1] Company Recognition - Tyler Technologies was designated as a "leader" and "visionary" in the Gartner Magic Quadrant, which evaluates the quality of companies in the tech industry [2][4] - Gartner's Magic Quadrant categorizes companies into four groups: leaders, visionaries, challengers, and niche players, with the first two categories being prestigious [4] Product Value Proposition - The company attributes its favorable placement in the Magic Quadrant to the significant added value of its offerings, which extend beyond traditional ERP solutions [5] - Dane Womble, president of Tyler's public administration group, emphasized that their products provide innovative solutions for local governments [5] Market Reaction - Despite the positive news from Gartner, the stock's movement was modest, indicating that while reputation is important, it may not drastically affect stock performance in the short term [5]

Core Insights - Cognizant is expanding its collaboration with Pegasystems to enhance its modernization services with Pega Blueprint, aiming to facilitate cloud transformations for enterprises [1][4] - The partnership focuses on addressing the challenges faced by enterprises using legacy systems, which incur significant operational and hidden costs [2][4] - The integration of Cognizant's IP with Pega Blueprint will enable rapid development of Minimum Viable Products, enhancing innovation and efficiency in transformation projects [2][5] Group 1 - Cognizant aims to help customers optimize processes and build AI-powered systems on the Pega Infinity platform by leveraging AI-driven legacy code rewrite capabilities [3][4] - The collaboration is positioned to redefine enterprise modernization, moving away from traditional methods to AI-infused transformation journeys [4][5] - Cognizant will showcase Pega Blueprint-driven industry solutions at PegaWorld, highlighting the innovative potential of this collaboration [5] Group 2 - The partnership is expected to bring new levels of efficiency and innovation to technology modernization projects, addressing the challenges of legacy discovery [5] - The collaboration is seen as a response to the urgent need for enterprises to modernize their systems and unlock trapped value [4][5] - The initiative is part of a broader trend where enterprises are increasingly adopting adaptive, AI-native systems for improved customer experience and growth [4]