Financial Data and Key Metrics Changes - Total revenue for Q4 reached $108.7 million, reflecting a 26% increase compared to $86.6 million in the same quarter of the prior year [42] - Subscription revenue for the quarter was $87.3 million, up 9% from $79.9 million a year ago [42] - For the full fiscal year 2025, total revenue was $389.1 million, a 25% increase compared to $310.6 million in fiscal 2024 [43] - Non-GAAP operating loss was $31.2 million, which was within the guidance range of $30 million to $40 million [42][67] - Free cash flow for the quarter was $10.3 million, and the company closed Q4 with $742.7 million in cash, cash equivalents, and investments [42][68] Business Line Data and Key Metrics Changes - Subscription and prioritized engineering services revenue totaled $104.4 million, representing 96% of total revenue and a 22% increase from $85.7 million in Q4 of the previous year [42][66] - Revenue from the sale of demonstration software licenses was $33.8 million during the quarter [64] - Non-Baker Hughes revenue grew by 37% year over year during the quarter and by 40% during the year [65] Market Data and Key Metrics Changes - Non-oil and gas revenue increased by 48% year over year, reflecting successful expansion into 19 different industries [45] - Revenue in state and local government grew over 100% in fiscal 2025, with 71 agreements closed across organizations in 24 states [46] - The life sciences and healthcare sector is emerging as a strength, with traction from customers like GSK and Quest Diagnostics [47] Company Strategy and Development Direction - The company has focused on building a robust partner ecosystem, with 73% of agreements delivered in collaboration with partners, resulting in a 68% increase in agreements closed through this network [49] - The renewed partnership with Baker Hughes is expected to drive innovation and opportunity in the energy sector, generating over $5 billion in revenue from this vertical [44] - The company is strategically positioned to capitalize on the growing market for AI applications, with a focus on delivering secure, scalable, and production-grade solutions [60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in crossing into non-GAAP profitability during the second half of fiscal 2027, with expectations of free cash flow positivity in the fourth quarter of fiscal 2026 [71] - The company anticipates continued revenue growth exceeding expense growth, driven by a robust suite of enterprise AI applications and an expanding partner ecosystem [71] - Management highlighted the importance of geopolitical stability for achieving revenue guidance, acknowledging risks in Europe and global trade [71] Other Important Information - The company has delivered over 130 applications to date, with 95% of bookings in fiscal 2025 driven by AI applications [61] - The company holds a patent for Agentic AI, positioning it uniquely in the market as the only enterprise AI application pure play [30] Q&A Session Summary Question: How does the company activate Azure sales reps to deliver C3 AI? - The company is focusing on engaging Azure sales reps through joint sales calls and providing them with the necessary tools to demonstrate solutions effectively [73][75] Question: Can you provide insights on the new Baker Hughes deal? - The specifics are under NDA, but the partnership has broadened significantly, continuing to provide solutions and enabling Baker Hughes to develop derivative works [82] Question: How was the revenue guidance for FY26 constructed? - The guidance reflects awareness of geopolitical risks and the need for stability, with a larger range due to potential market fluctuations [85]

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 ...

Core Viewpoint - The company, 聚水潭, is determined to go public after four attempts, now with a stronger financial position as it achieved profitability in 2024, marking a significant turnaround from previous losses [1][6]. Financial Performance - 聚水潭 reported revenues of 5.23 billion, 6.97 billion, and 9.1 billion RMB for the years 2022, 2023, and 2024 respectively, with a compound annual growth rate (CAGR) of 31.9% during this period [2]. - The company achieved a net profit of 10.58 million RMB in 2024, a significant improvement from a net loss of 490 million RMB in the previous year [6]. - Despite the positive net profit, the company still faced an operational loss of 62.09 million RMB in 2024 [6]. Revenue Structure - The majority of 聚水潭's revenue comes from its SaaS business, which accounted for 95%-97% of total revenue during the reporting period [2]. - The revenue from the e-commerce SaaS ERP product was 4.57 billion, 6 billion, and 7.65 billion RMB for the years 2022, 2023, and 2024, representing 87.4%, 86.1%, and 84% of total revenue respectively [3]. Customer Growth - The total number of SaaS customers reached 88,400 in 2024, nearly doubling from 45,700 in 2022 [5]. - The customer retention rate was reported at 115% in 2024, indicating strong customer loyalty [5]. Market Outlook - The e-commerce SaaS ERP market is projected to grow at a CAGR of 18.9% from 2020 to 2024, reaching a market size of approximately 3.1 billion RMB by 2024 [7]. - By 2029, the market size is expected to reach 8.3 billion RMB, with a potential CAGR of 21.5% [7]. Strategic Initiatives - The company plans to upgrade its existing ERP products and explore integrated collaborative products to enhance its product matrix [10]. - Despite achieving profitability, the company faces challenges as many peers in the SaaS sector remain unprofitable, raising questions about the sustainability of its profit margins [10].

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]