My name is Sarmad and today I want to talk about building effective agents with model context protocol or MCP. So a lot has changed in the last year. Um especially as far as agent development is concerned.I think 2025 is the year of agents and uh things like MCP make agent design simpler and more robust than ever before. So I want to talk about what the agent tech stack looks like in 2025. The second thing is a lot of uh MCP servers today are just you know onetoone mappings of existing REST API uh uh servic ...

UiPath (PATH) 2025 Conference June 10, 2025 10:00 AM ET Speaker0 Okay. Good morning. Good afternoon, everybody. It's Keith Bachman here from BMO. We're part of our ongoing virtual software conference. We're thrilled to have Ashin from UiPath. And so with that normal process here, we're going be about thirty five, forty minutes. I'm going ask questions. I think there's a way that you can also pose questions or candidly just email me directly and we'll do our best to get to them. So with that said, let's go a ...

With a new Integrations Directory, product enhancements and ARM device support Bluebeam makes it easier for teams to connect, collaborate, and innovate.PASADENA, Calif., June 10, 2025 (GLOBE NEWSWIRE) -- Bluebeam, a leading developer of solutions and services for architecture, engineering and construction (AEC) professionals worldwide, today announced a powerful set of product updates aimed at helping project teams get more done, faster. From performance enhancements and new markup tools to expanded integra ...

You can integrate LangWatch evaluations into CI/CD workflows so every model update is automatically checked before deployment.GitHub repo → https://t.co/Tx3oJoPEFG(don't forget to star it ⭐️) ...

Core Insights - ServiceNow (NOW) and Pegasystems (PEGA) are key players in the workflow automation sector, leveraging automation and AI to enhance business processes [1][2] - The workflow automation market is projected to grow from $23.77 billion in 2025 to $37.45 billion by 2030, with a CAGR of 9.52% [2] ServiceNow (NOW) Overview - ServiceNow is experiencing increased adoption of its workflows as enterprises undergo digital transformation [3] - The company reported 72 transactions exceeding $1 million in net new annual contract value (ACV) in Q1 2025, with a total of 508 customers having more than $5 million in ACV, reflecting a 20% year-over-year growth [4] - In May 2025, ServiceNow launched its Core Business Suite, an AI-powered solution aimed at streamlining core business operations across various departments [5] - A strong partner ecosystem, including major companies like Amazon and Microsoft, is a significant driver for ServiceNow's future growth [6] Pegasystems (PEGA) Overview - Pegasystems is benefiting from the demand for its GenAI Blueprint solution, which utilizes AI to enhance enterprise workflow applications, with over 1,000 new Blueprints created weekly [7][10] - PEGA has expanded its platform with advanced AI capabilities to modernize legacy systems into cloud-ready applications [8] - The company introduced the Powered by Pega Blueprint solution, allowing system integrators to incorporate their expertise into Pega's AI-driven workflow designer [9] - PEGA reported a 13% year-over-year increase in ACV to $1.45 billion in Q1 2025, driven by the strong demand for its GenAI Blueprint [10] Stock Performance and Valuation - Year-to-date, NOW shares have decreased by 4.5%, while PEGA shares have increased by 4% [12] - NOW has a forward Price/Sales ratio of 14.95X, significantly higher than PEGA's 5.04X [11][15] - The Zacks Consensus Estimate for NOW's 2025 earnings is $16.51 per share, indicating an 18.61% year-over-year increase, while PEGA's estimate is $3.30 per share, reflecting an 8.91% increase [17] Conclusion - Both NOW and PEGA are positioned to benefit from the growing workflow automation market, but PEGA shows greater upside potential due to its rising adoption of GenAI Blueprint and strong partner engagement [19]

Summary of Pegasystems (PEGA) Investor Session - June 02, 2025 Company Overview - **Company**: Pegasystems (PEGA) - **Event**: Investor Session - **Date**: June 02, 2025 Key Points and Arguments Company Strategy and Differentiation - **AI Integration**: The company emphasizes the importance of using AI to design specific workflows rather than relying solely on textual prompts for automation. This approach aims to enhance reliability and predictability in business processes [9][11][12]. - **Workflow Engine**: Pegasystems has a state-of-the-art workflow engine that integrates AI to facilitate conversational interactions while maintaining workflow integrity [12][16]. - **Center Out Architecture**: The architecture allows for a unified approach to business processes, ensuring consistent outcomes across different customer channels [18][19]. Market Opportunity - **Market Size**: The addressable market for Pegasystems is estimated to be around $90 billion, potentially growing to $150 billion in the coming years, indicating a double-digit growth rate [70][74]. - **Cloud Adoption**: There is a significant trend towards cloud migration, with expectations that 80% of enterprise applications will be cloud-based within the next five to seven years [75][76]. - **Legacy Transformation**: Many companies are still on legacy systems, and Pegasystems positions itself as a leader in addressing the challenges of legacy transformation [77][78]. Product Innovations - **Blueprint Technology**: The introduction of Blueprint technology is highlighted as a game changer for legacy transformation, allowing for rapid ideation and workflow creation [30][80]. - **Partner Collaboration**: Pegasystems is collaborating with major partners like Accenture to create branded blueprints that leverage their unique intellectual property [82][84]. - **Pricing Model**: A new pricing model allows customers to access up to 80,000 pieces of work for as little as $60,000 a year, making it more accessible for a broader range of clients [29]. Financial Update and Capital Allocation - **Capital Allocation Strategy**: The CFO will provide insights into the company's capital allocation strategy, which is expected to be discussed in detail for the first time during this session [6]. AI and Automation - **Generative AI**: The company is leveraging generative AI to enhance its offerings, particularly in automating workflows and improving customer interactions [30][89]. - **Agentic AI**: There is a focus on combining the creativity of agentic AI with the predictability of established workflows to ensure consistent enterprise operations [89][90]. Additional Important Insights - **Sales Strategy**: Pegasystems is cautious about not disrupting its existing sales channels while exploring new market opportunities with partners [35][36]. - **Productivity Improvements**: The company has seen significant productivity improvements, allowing sales teams to conduct demonstrations independently, which enhances efficiency [44]. - **Data Management**: The company is addressing data rationalization challenges associated with legacy systems, ensuring that data can be effectively integrated into new workflows [56][57]. This summary encapsulates the core discussions and insights from the Pegasystems investor session, highlighting the company's strategic direction, market opportunities, product innovations, and financial outlook.

Summary of ServiceNow (NOW) FY Conference Call - May 28, 2025 Company Overview - **Company**: ServiceNow (NOW) - **Industry**: Software, specifically focused on business transformation and workflow automation Core Business Segments - ServiceNow operates primarily in three business areas: - IT Service Management (ITSM) - Customer Relationship Management (CRM) - Core Business Workflows (HR, finance, procurement, legal, supply chain) [6][9][16] Key Insights and Strategies - **AI Platform for Business Transformation**: ServiceNow emphasizes its role as an AI platform aimed at transforming business processes, not just as an IT service management tool [6][7][30] - **Market Leadership in ITSM**: ServiceNow is recognized as the clear market leader in ITSM, serving as a critical tool for CIOs in managing technology portfolios [7][8] - **Integration Across Functions**: The platform's ability to integrate workflows across various departments (HR, finance, etc.) provides a competitive advantage, allowing for streamlined processes and improved efficiency [10][21][22] - **Value-Added Layer**: ServiceNow does not replace existing core systems (like HCM or general ledger) but adds a layer of value on top, enhancing processes such as employee onboarding and procurement [18][21][30] Growth Opportunities - **Expansion into Adjacent Functions**: The company is focusing on expanding its services into HR, finance, and procurement, leveraging existing ITSM capabilities to address similar challenges in these areas [11][12][29] - **Cost Savings as a Strategic Priority**: With macroeconomic uncertainties, companies are prioritizing cost savings in back-office functions, making ServiceNow's offerings increasingly relevant at the C-suite level [29][30] - **AI Integration**: The introduction of AgenTeq AI aims to enhance decision-making and automate processes across departments, further driving efficiency and value for customers [82][84] Customer Engagement and Adoption - **Customer Journey**: Typically, customers start their journey with ServiceNow by improving IT processes, which then leads to broader adoption across other departments as they recognize the platform's value [37][38] - **Tailored Solutions**: ServiceNow tailors its solutions based on specific customer pain points, whether it be reducing real estate costs or streamlining procurement processes [39][41] Competitive Advantages - **Agentic Platform**: ServiceNow's unique agentic platform allows for orchestration and reasoning over requests, differentiating it from other transactional systems [91][94] - **Data Access and Integration**: The platform's ability to integrate with over 200 systems and utilize data without duplication enhances its effectiveness in providing comprehensive solutions [94][96] - **Deterministic Workflow Leadership**: ServiceNow combines deterministic workflows with agentic capabilities, allowing for both mandated processes and intelligent recommendations [96] Financial Considerations - **CapEx Strategy**: ServiceNow's higher CapEx is attributed to its infrastructure model, which allows for customer control over upgrades and ensures strong operational margins [65][67][69] - **Pricing Model**: The company employs a hybrid pricing model for AI, allowing customers to scale their usage based on the value derived from the technology [59][60] Conclusion - ServiceNow is positioned as a leader in the software industry, focusing on business transformation through AI and integrated workflows. The company's strategy emphasizes adding value across various business functions while maintaining strong customer engagement and addressing specific pain points. The integration of AI and a robust data fabric further solidifies its competitive edge in the market.

ZimVie (ZIMV) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome to ZIMVY's First Quarter twenty twenty five Earnings Conference Call. Currently, all participants are in a listen only mode. We will be facilitating a question and answer session towards the end of today's call. As a reminder, this call is being recorded for replay purposes. I would now like to turn the call over to Webb Campbell from Gilmartin Group for today's introductory disclosures. Speaker1 Thank you all ...

DENVER, May 8, 2025 /PRNewswire/ -- Scanifly, the solar industry's leader in PV design and field operations software, announced a new integration with SnapNrack, a premier solar mounting solutions provider. The partnership connects Scanifly's platform directly to SnapNrack's plan set portal, Blueprint, creating an automated workflow that saves hours of rework on every project. The partnership connects Scanifly's platform directly to SnapNrack’s plan set portal, Blueprint, creating an automated workflow ...

Exlservice (EXLS) Update / Briefing May 06, 2025 09:00 AM ET Speaker0 Ladies and gentlemen, please welcome to the stage John Kristoff, Head of EXL Investor Relations. Speaker1 Thanks, Allison. Welcome, and good morning. We're really excited to have you guys with us here today on this rainy New York, morning. We've got a lot to cover today, so I'll try to keep my comments to, to a minimum, my opening notes here. We are live webcasting this event, and, the slides will be posted to our Investor Relations websi ...