Acquisition Overview - CACI International Inc acquired ARKA Group on December 22, 2025[1] - The acquisition aligns with CACI's disciplined M&A strategy[9] - The transaction is expected to close in Q3 of FY26, subject to regulatory approvals and customary closing conditions[28] Strategic Rationale - ARKA is a leading technology provider to the national security space community[8] - ARKA's technologies are complementary to CACI's in the space domain[8] - The acquisition expands CACI's customer presence within the Intelligence Community (IC) and Department of War (DoW)[8] - The combined entity will be a leading provider of actionable intelligence across all domains[22] Financial Highlights - ARKA has a double-digit revenue growth profile and "low 20%" EBITDA margins[8] - Approximately 90% of ARKA's revenue comes from national security customers[24] - ARKA has a backlog of approximately $600 million[24] - The purchase price is 12.3x ARKA's estimated FY25 EBITDA[28]

智通财经APP获悉，花旗认为，最新公布的北美软件板块2025年第三季度"成绩单"给市场吃下了一颗定 心丸：从收入层面来看，花旗所覆盖的二十余家SaaS(软件即服务)及基础设施软件公司，在2024 - 2026 年期间的收入复合增长率(CAGR)中位数稳定在15%，与之前持平;而平均值则从15%小幅上扬至16%， 并且已经连续两个季度未出现大规模下调收入预期的情况。 DigitalOcean则在销售效率方面"一枝独秀"。2025年，其销售效率指标大幅增长0.23，跃升至1.95;到了 2026年，该指标又进一步增长0.38，达到2.37。这两个增幅在花旗所覆盖的公司中均为最大。不仅如 此，公司还将原本设定于2027年实现的18 - 20%的增长目标，整整提前了一年。 Fastly的"逆袭"表现最为引人注目。在CEO和CFO履新后的首个完整季度，公司便展现出强劲的复苏态 势。收入增速指引上调约3个百分点，进而带动三年收入CAGR提升超过2个百分点，净收入留存率 (NRR)也回升约2个百分点，达到106%。与此同时，运营利润率的扩张幅度上调超过2个百分点，自由 现金流率抬升逾3个百分点，2025年销售效率更是提高了 ...

Core Insights - The article discusses Soundhound's advancements in Agentic AI technology, particularly its applications in in-vehicle commerce platforms, showcasing the company's growth and partnerships in the consumer tech space [1][3][12] Company Overview - Soundhound is expanding its use of Agentic AI technology across various sectors, including food ordering, restaurant reservations, and more, allowing users to interact with services via voice commands while driving [1][2][4] - The company has established partnerships with major platforms like Open Table, which includes 60,000 restaurants, enhancing its service offerings [5][6] Technology and Innovation - Soundhound's technology enables users to find and reserve parking, book restaurant tables, and purchase tickets for flights, concerts, and movies using voice commands [4][5][8] - The company claims to have superior technology compared to competitors, achieving 35%-40% better accuracy and four times lower latency, while also operating at a lower cost [11] Market Performance - In 2024, Soundhound's stock experienced significant volatility, with an increase of over 835% the previous year, followed by a decline of about 44% in the current year [13][14] - Despite the stock's fluctuations, the company emphasizes its long-term growth potential, citing a tenfold increase in revenue over the past two to three years and a strong position as a leading AI customer service provider [14]

There are so many songs about work that even Google can’t give you an exact number. There must be thousands of tunes about the daily grind, such as Dolly Parton’s “9 to 5,” the Bangles’ “Manic Monday,” Loverboy’s “Working for the Weekend,” and Johnny Paycheck’s “Take this Job and Shove It.” About the only ones who seemed to enjoy singing about their careers were the Seven Dwarfs who heigh-hoed off to work in Snow White—and they were cartoon characters. The workplace has changed dramatically over the ye ...

张韶峰说，过去十年，软件行业主要尝试了三种模式：一开始做项目，一次性交付，高定制成本，难规 模复制。后来卖工具，价值存在感越来越弱，工具同质化，恶性竞价。再后来SaaS订阅，把工具搬到云 上，但价值感弱、同质化卷这两个问题依然没解。 "如今的Agentic AI时代，AI能力爆发式增长，但软件行业仍被锁在旧模式的牢笼里，释放不出真正的生 产力。"张韶峰说，百融云创在做的不是AI工具，而是一场生产力范式的切换——AI不能走老路，必须 交付结果。 近日，百融云创（股票代码：6608.HK）发布企业级AI Agent战略，提出RaaS（Result as a Service，结 果即服务） 商业模式，并推出 Results Cloud（结果云）与面向多业务岗位的企业级Agent产品体系。同 时，百融云创宣布与产业伙伴共建"硅基生产力生态"，加速"硅基员工"在营销、客服、人力、法务等高 价值岗位规模化上岗。 百融云创创始人兼CEO张韶峰表示："企业级AI的下一站，不是更会说，而是更能做；不是交付一个功 能，而是交付一个结果。RaaS让企业真正把AI变成生产力。我们也将把这套企业级智能体的底座能力 开放给生态伙伴，共同 ...

今日，由全球领先的 AI 数据云 Snowflake 主办的年度技术盛会 BUILD 精华版在 InfoQ 中文社区正式上线。作为 Data + AI 领域的年度风向标，这不仅 是 BUILD 这一具有深厚积淀的技术盛事首次系统性地亮相中国，更是 Snowflake 为中国开发者量身定制的一场技术饕餮盛宴。 以"构建"之名，重塑 Data + AI 的技术坐标 BUILD 的诞生并非偶然，它起源于 Snowflake 对构建（Build）这一开发者核心行为的致敬与深思。自创立以来，BUILD 始终秉持着由开发者创造，为 开发者服务的初心，逐渐演变为全球范围内探讨云端架构、大规模并行计算与数据处理的最前沿阵地。 如今，BUILD 不仅仅是一个会议的名称，它代表了技术圈内极致性能与无限扩展的代名词，在 Data + AI 领域地位显著。 以实战赋能，为中国开发者点亮创新火花 扫描下方海报二维码，或点击左下角 【 阅读原文 】 ，开始 BUILD！ Data + AI 的深度融合 ：随着生成式 AI 的爆发，BUILD 迅速进化，成为定义"AI Data Cloud"这一概念的核心舞台； 开发者生态的基石 ：在全球 ...

For years now, the software sector has been a tried-and-tested part of growth portfolios for advisors and investors. But the software sector now changing drastically. So it's important to understand who tomorrow's winners are, and where they may end up being. The shifting nature of the software industry was discussed at length during an episode of the MFS All Angles Podcast. In the episode, host Sean Kenney, CFA, executive vice president and co-head of global distribution at MFS, sat down with Matt Doherty, ...

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today launched the second year of its successful brand campaign "Now This is Taxes†for tax year 2025 (taxes filed in 2026). The campaign demonstrates the future of taxes through its consumer platform, the only all-in-one destination seamlessly fusing Credit Karma and TurboTax with Agentic AI and human intelligence (AI+. ...

The valuation indicates that investors are willing to pay a premium. NVDA’s forward price-to-earnings (P/E) ratio is 40x versus the sector’s 24.34x, which means the market is pricing in faster growth and stronger long-term earnings power than the average stock in the group.Over the past 52 weeks, the stock is up about 40%, so the bigger trend remains positive, although sentiment has cooled. Over the past month, shares have declined by about 8%, which appears more like a normal reset after a strong run than ...

Five enterprise renewals, including three Fortune 500 companies, reinforce CXAI's position as a mission-critical workplace platform as the Company expands its agentic AI and CXAI VU spatial intelligence capabilities PALO ALTO, CA / ACCESS Newswire / December 18, 2025 / CXApp Inc. (Nasdaq:CXAI), the emerging category leader in AI-powered workplace experience and spatial intelligence, today announced the completion of five significant enterprise renewals, including three Fortune 500 companies, alongside conti ...