Financial Data and Key Metrics Changes - The company reported total revenue of $415 million for Q1 2026, representing a 20% year-over-year growth and an 18% growth on a constant currency basis [27] - Sales-led subscription revenue, excluding monthly Elastic Cloud, was $339 million, growing 22% as reported and 20% on a constant currency basis [27] - Non-GAAP operating margin was 16%, with a gross margin of 79% [32] Business Line Data and Key Metrics Changes - Subscription revenue growth was driven by both cloud and self-managed offerings, with strong performance across all solution areas [28] - The company ended the quarter with over 1,550 customers spending more than $100,000 annually, indicating strong enterprise adoption [7] - The number of Elastic Cloud customers using Gen AI use cases exceeded 2,200, with over 330 customers spending $100,000 or more annually [12] Market Data and Key Metrics Changes - In the U.S. Public sector, signs of stabilization were noted, with a strategic agreement signed with the U.S. General Services Administration [9] - The company reported strong customer commitments and competitive success in the security segment, with one-third of new and expansion deals coming from competitive displacements [28][51] Company Strategy and Development Direction - The company is focused on leveraging its Search AI platform to drive growth in Gen AI and platform consolidation across various industries [23] - The strategic alignment of the sales team towards expanding enterprise accounts and high-potential mid-market customers is proving effective [10] - The introduction of new capabilities, such as the Elastic AI SOC engine (EASE), aims to enhance threat detection and drive further adoption [28][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong execution and market position, despite operating in a complex macro environment [34] - The company raised its fiscal 2026 revenue guidance, reflecting better-than-expected macro conditions and strong demand for its solutions [34] - Management highlighted the importance of search relevance and context in the AI era, positioning the company as a leader in data retrieval and context engineering [15][101] Other Important Information - The company achieved an adjusted free cash flow margin of 28% in Q1, with expectations to maintain and expand this margin over time [33] - The current remaining performance obligations (CRPO) grew 18% year-over-year, reaching approximately $956 million [30] Q&A Session Summary Question: Customer spend uplift related to AI usage - Management noted that as customers utilize AI applications, workloads tend to be more compute-intensive, leading to increased overall consumption [42] Question: Impact of price increases on guidance - The price increase implemented in May is expected to provide a year-over-year benefit, but the majority of growth is attributed to performance rather than price [46] Question: Growth mix across business segments - Management indicated strong performance across all solution areas, with Gen AI driving growth in search, security, and observability [50] Question: Predictability of the business model - Management expressed confidence in the predictability of sales-led subscription growth, noting strong execution and consistency in performance [52] Question: Competitive displacements in security - Management highlighted a growing trend of customers recognizing security as a data problem, leading to increased migrations to the company's platform [58] Question: Federal business stabilization - Management confirmed stabilization in the U.S. Public sector, with expectations for continued execution and alignment with customer needs [90][94]

Here's some facts. This year at the 2025 International Mathematic Olympiad, all six of our students won medals and two of them are gold. And it's the same with physics, chemistry, informatics, and even in biology.We are in the top 10 ranking globally. Vietnamese students are that brilliant. Can you feel the bright.Yeah. Yeah. Because I do.But wait, here's the punch. Do you see on the screen any of the brands are Vietnamese. Any Vietnamese brand that we make it into the top global 20 brand of the world.The a ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Core Insights - The expansion of the collaborative Generative AI data licensing agreement between Nexis Solutions and Dun & Bradstreet enhances the accessibility and usability of corporate data for business and legal professionals [1][2][4] Group 1: Partnership and Data Integration - The partnership allows for Dun & Bradstreet's extensive corporate records, including financial metrics and executive information, to be integrated into Nexis Solutions products, making them easily searchable and summarized [1][2] - This collaboration aims to provide a comprehensive data ecosystem that combines legal business intelligence with licensed news content, enhancing the research capabilities of users [2][3] Group 2: Benefits of the Collaboration - The integration of Dun & Bradstreet's data into Nexis Solutions' platforms is expected to improve the speed and accuracy of corporate research, enabling better-informed decision-making for various organizations [3][4] - The enriched data foundation will facilitate tasks such as market sizing, opportunity identification, and competitive intelligence, leading to significant productivity and cost-efficiency gains [3][4] Group 3: Historical Context and Future Implications - The relationship between LexisNexis and Dun & Bradstreet dates back to 1996, indicating a long-standing collaboration that has evolved to include advanced AI capabilities [3] - The partnership is positioned to empower enterprises across industries to leverage trusted data for strategic advantages in a complex and data-driven environment [4]

Quarterly Results Presentation Third Quarter 2025 August 28, 2025 All amounts are in Canadian dollars unless otherwise indicated. Forward-Looking Statements Third Quarter 2025 A NOTE ABOUT FORWARD-LOOKING STATEMENTS: From time to time, we make written or oral forward-looking statements within the meaning of certain securities laws, including in this presentation, in other filings with Canadian securities regulators or the SEC and in other communications. All such statements are made pursuant to the "safe ha ...

Core Insights - Evogene Ltd. will present at the H.C. Wainwright 27th Annual Global Investment Conference in New York from September 8-10, 2025 [1] - The presentation will focus on the strategic emphasis on ChemPass AI, a proprietary generative AI technology for small molecule discovery and optimization in pharmaceuticals and agriculture [2] - One-on-one meetings will be available for interested investors and companies during the conference [3] Company Overview - Evogene Ltd. is an AI-driven discovery and development company specializing in novel small molecules for the pharmaceutical and agricultural chemical industries [4] - The company's innovation is centered around ChemPass AI, designed to create highly potent small molecules while addressing challenges in discovery and optimization [4] - Evogene aims to enhance the probability of success and reduce development costs through its technology, which supports both strategic partnerships and internal product pipelines [4]

Core Insights - The article discusses the latest Top 100 GenAI Consumer Apps list released by a16z, highlighting the significant presence of Chinese-developed applications, particularly in the mobile segment, where nearly half of the top 50 products are from Chinese teams [1][3]. Group 1: New Products and Trends - The ecosystem is stabilizing, with 11 new web products added, driven by traffic growth, while 14 new mobile products were introduced due to increased enforcement against "ChatGPT clones" [3][4]. - Notable newcomers in the web segment include Quark, Qwen3, and Manus from China, with Lovable and Replit showing rapid growth in AI coding [4][5]. - In the mobile segment, products like PixVerse, AirBrush, Wink, and Gauth are also from Chinese teams, with PixVerse achieving nearly $2.5 million in ARR shortly after launch [5][6]. Group 2: Competitive Landscape - Google has made significant strides, with four web products entering the list, and Gemini capturing about 12% of ChatGPT's web traffic, while its mobile MAU is half that of ChatGPT [7][9]. - Google Labs has seen a traffic surge of over 13% following the release of Veo 3, indicating strong consumer interest in its AI offerings [12][13]. - Grok has surpassed 20 million MAU, with a 40% increase in usage after the release of its new model, while Meta AI's growth remains slow, particularly in the mobile segment [14][17]. Group 3: Chinese Teams' Dominance - Chinese teams dominate the mobile segment, with 22 out of the top 50 products developed by them, primarily focusing on photo and video applications [24][27]. - Meitu has five products in the top rankings, while ByteDance contributes with AI education and image/video editing products [25][26]. - The advantage of Chinese teams in video models is attributed to a larger pool of researchers and less stringent intellectual property regulations [27][28]. Group 4: Vibe Coding and Retention - The Vibe Coding category has seen new entrants like Lovable and Replit, with a top-tier platform showing a 100% revenue retention rate among users in the initial months [30][33]. - The growth of Vibe Coding platforms has positively impacted the traffic of products built on them, indicating a robust ecosystem [36][41]. Group 5: All Stars and Geographic Distribution - The "All Stars" list features 14 companies consistently in the top 50, including ChatGPT, Midjourney, and Hugging Face, with a mix of proprietary models and those using external APIs [44][46]. - These All Stars are distributed across five countries, with significant venture capital backing, highlighting the global nature of the AI landscape [47][50].

Core Insights - A recent study from Stanford University indicates that generative AI is significantly undermining the job prospects of young Americans, particularly in roles that are easily replaceable by AI, such as software development [1][3] - The research highlights a notable decline in employment for young programmers aged 22-25, with a nearly 20% drop in numbers since the peak at the end of 2022 [1][3] - The study utilizes detailed employment data from ADP, allowing for a more precise identification of AI's impact compared to government reports [2] Employment Trends - Employment growth in sectors most susceptible to AI replacement, such as software development and customer service, has slowed significantly since late 2022, with young workers being the most affected [3][4] - The decline in young software developers contrasts with stable or increasing numbers of older programmers, who possess skills less likely to be replaced by AI [3][4] Labor Market Paradox - The research presents a paradox in the labor market: if young individuals cannot gain entry-level experience due to AI automation, it raises concerns about who will succeed current experts in the future [5] Training and Opportunities - There is a call for more intentional training for young workers rather than relying on them to learn through experience [6] - Positive examples exist where AI acts as an assistant rather than a replacement, leading to increased job growth for young individuals in those sectors [6] - The study suggests that using AI to enhance human capabilities can create more job opportunities rather than lead to layoffs [6]

Consumer AI Trends - The consumer AI list tracks real-world AI usage by analyzing website traffic (monthly visits globally) and mobile app usage (monthly active users) [1] - Companionship continues to dominate the consumer AI space, with new names like Juicy Chat, Joy, and Rream joining established players [1] - Vibe coding is a rising trend, with companies like Lovable and Replit gaining traction and showing strong revenue retention (100% or above in the first 3 months for many leading platforms) [1][2] - Chinese AI companies are making a significant impact, both with products for the domestic market (e.g., Cork, Dow Bow, Kimmy) and those built for international users (e.g., Deepseek, Hyo, Cling, Cart) [2] - Some Chinese companies are distributing their models through US properties like Crea or Hedra [2] Google's Performance - Google had a strong six months, with four unique properties making the web list: Gemini (number two with about 10% of ChatGPT's web traffic, but closer on mobile at half of ChatGPT's traffic), AI Studio (top 10), Notebook LM (number 13), and Google Labs (number 39) [1] - Google's AI Studio, a developer-facing sandbox, surprisingly hit the top 10 [1] - Google Labs includes V3, a new video model, and other products like Doppel and Project Mariner [1] All-Star Companies - 14 companies have made the list every time over the past 2 years, including ChatGPT, Perplexity, PO (general LLM assistants); Character AI (companionship); Midjourney, Photo Room, Leonardo Cutout Pro, V, 11 Labs (creative tools); Quillbot, Gamma (productivity); and Hugging Face, Civid AI (model hosting) [3] - Over half of the "all-star" companies host or use other people's models or are model aggregators, highlighting the importance of UI and product experience [3] Future Predictions - The industry expects verticalization of AI products, with users choosing different tools for specific tasks [10] - Productivity-focused "prosumer" tools are expected to explode in usage as model reliability and UI improve [14][15] - Emerging categories to watch include edtech, personal finance, and AI-native social platforms [18][19][20]

Group 1 - The core idea of the news is the launch of a series of short videos aimed at educating ordinary investors about market trends and financial knowledge, initiated by the Shanghai Stock Exchange and various financial data service providers [1][2]. - The initiative, titled "Hand-in-Hand Teaching You to Read Market Trends," is part of the response to the 7th "5.15 National Investor Protection Publicity Day," marking a new era in investor service through short video content [1][2]. - The short videos aim to simplify complex financial knowledge into easily understandable formats, addressing various investment areas including stocks, funds, bonds, and derivatives, while also covering risk prevention and fraud awareness [2][3]. Group 2 - The series has gained significant traction on platforms like Douyin, Kuaishou, Bilibili, and Xiaohongshu, indicating a positive reception from investors [3]. - Innovative formats, such as using weather forecasts to explain market data and employing popular cultural references like Nezha, have made the content more engaging and accessible [3]. - The integration of emerging technologies like 5G and generative AI is transforming video content into a core medium for investor services, leading to a more intelligent, automated, and scalable approach in the securities and futures industry [3].