Group 1 - TELUS Digital has been named a Leader in the Everest Group's CXM PEAK Matrix® for the Americas [1] - The recognition is attributed to TELUS Digital's capabilities in customer experience (CX) transformation, Fuel iX™, agentic AI, and automation [1]

Group 1 - TELUS Digital has been named a Leader in the Everest Group's CXM PEAK Matrix® for the Americas [1] - The recognition is attributed to TELUS Digital's capabilities in customer experience (CX) transformation, Fuel iX™, agentic AI, and automation [1]

Core Insights - CrowdStrike has presented a long-term revenue forecast indicating a potential 325% increase in its stock by 2036, driven by its AI-powered cybersecurity solutions [3][10]. - The company’s Falcon platform integrates 30 modules for comprehensive cybersecurity, addressing the fragmented nature of the industry [1][2]. Industry Trends - The cybersecurity landscape is evolving with the rise of agentic AI, which is creating new vulnerabilities for organizations, necessitating advanced security measures [5][6]. - The use of AI in cybersecurity is becoming critical as it automates threat detection and incident response, making it suitable for both small and large enterprises [2][5]. Company Developments - CrowdStrike launched Falcon Next-Gen Identity Security to protect both human and digital identities, utilizing a zero standing privileges approach to limit access [8][9]. - The company estimates that the agentic AI segment alone could represent a $150 billion opportunity within the cybersecurity market [10]. Financial Projections - CrowdStrike anticipates its annual recurring revenue (ARR) could reach $20 billion by fiscal 2036, up from $4.7 billion today, reflecting a compound annual growth rate of 14.1% [10][14]. - The current price-to-sales (P/S) ratio of CrowdStrike is 28.6, making it the most expensive stock in the cybersecurity sector, which may limit short-term upside potential [11][14]. Investment Considerations - While the projected growth is significant, there are concerns about the sustainability of CrowdStrike's high P/S ratio given the anticipated slowdown in revenue growth compared to previous years [14][15]. - If the company’s revenue growth decelerates, it could lead to a lower P/S ratio, impacting investor returns over the next several years [15][17].

Meet @Hantao.An esports gamer turned studio co-founder, now building crypto games at @Moku_HQ where story, strategy, and community drive every loop. We talked daily fantasy, agentic AI, and why future-proof design matters.Read the full interview below. https://t.co/qqGZGWNXLK ...

Box has seen it all through its 20 years, and CEO @levie has been there the whole time. From the challenges of being a scrappy newcomer, fending off competitors, and retaining relevance are just the start of the stories he'll be sharing at this year's Disrupt.Plus, you should expect to hear more about their recently-announced agentic AI efforts, so don't miss your chance to attend: https://t.co/BNWF7oOWIZ ...

Summary of Clarivate's Conference Call Company Overview - **Company**: Clarivate - **Key Executives**: Matti Shem Tov (CEO), Jonathan Collins (CFO) Industry and Strategic Focus - **Industry**: Information and analytics services, particularly in academic, government, and life sciences sectors - **Core Strategy**: Value Creation Plan with four pillars aimed at transforming the business model and enhancing shareholder value Key Points from the Conference Call 1. Value Creation Plan - **Pillar 1: Transition to Subscription Model** - Phasing out transactional sales in favor of subscription models - Current revenue mix: 88% subscription, aiming for 90% over time [6][4][3] - Phasing out print books and transactional e-books by June 2026 [4] - New subscription products introduced: ProQuest e-books and digital collections [5] 2. Sales Execution Improvement - **Pillar 2: Enhancing Sales Execution** - Changes implemented in sales organization leading to improved retention rates and sales momentum [8][10] - New talent acquisition, including a Senior Vice President for Sales in Life Science [9] 3. Product Innovation - **Pillar 3: Focus on Product Innovation** - Emphasis on AI integration across product lines, including GenAI and agentic AI capabilities [11][12] - Development of new products like Web of Science Research Intelligence, expected to launch in May 2026 [16][27] - AI enablement of existing products to enhance customer retention and attract new customers [13][14] 4. Portfolio Rationalization - **Pillar 4: Strategic Review of Non-Core Assets** - Ongoing review to identify non-core assets for potential divestiture to enhance shareholder value [19][20] 5. Organic Revenue Growth - **Target for Growth**: Aligning with market growth rates of 3-5% across segments [21][22] - **Segments**: Academic & Government (A&G), Intellectual Property (IP), Life Sciences - **Life Sciences Growth**: Strong demand in R&D, particularly for Cortellis product line [30][32] 6. Market Dynamics - **Healthcare Market**: Sustainable growth expected due to advancements in personalized medicine and AI integration [32][34] - **IP Segment**: Increased patent activity and AI-driven solutions like MacRisk and Derwent products [36][37] 7. Financial Performance and Margins - **EBITDA Margins**: Expected contraction to 41% due to disposals, with potential for recovery post-disposal [41][42] - **Margin Expansion**: Anticipated improvement as organic growth resumes, with a target of 2-3% growth leading to margin expansion [45] 8. Capital Allocation - **Balance Sheet Management**: Current gross leverage at 4.3 times; plans for debt paydown and share buybacks while maintaining flexibility [46] 9. Additional Insights - **Customer Engagement**: Focus on enhancing customer collaboration and engagement through innovative products [24][25] - **AI Cost Management**: Internal AI development is more economical compared to third-party vendors [17] Conclusion Clarivate is actively pursuing a transformation strategy focused on subscription models, product innovation, and enhancing sales execution, with a clear goal of driving organic revenue growth and improving shareholder value. The company is well-positioned to capitalize on market opportunities, particularly in the life sciences and IP sectors, while managing its financial health and capital allocation effectively.

Group 1 - Google introduced its Pixel 10 series of smartphones, emphasizing the strategic importance of software features to compete with AI players like OpenAI and Perplexity [1][2] - The new devices showcase various AI features powered by Gemini AI models, including "Magic Cue" for information retrieval, "Camera Coach" for photography tips, and live translation for phone calls [2] - The development of "agentic AI" is a key focus for tech giants, as they aim to create advanced AI assistants capable of performing complex tasks, amid concerns over user retention and revenue from Google's core search product [3] Group 2 - Google has a significant opportunity with Android, the operating system installed on over three billion devices worldwide, many of which are smartphones [4]

Core Insights - ServiceNow reported strong financial results for Q2 2024, with revenue growth of 22.5% and adjusted EPS growth of 31%, exceeding analyst expectations [2][3] - The company's remaining performance obligations increased by 29% to $23.9 billion, indicating robust future revenue potential [2][3] Financial Performance - Revenue for Q2 2024 was $2.63 billion, while Q2 2025 is projected at $3.22 billion, reflecting a 22.5% increase [2] - Adjusted EPS rose from $3.13 in Q2 2024 to $4.09 in Q2 2025, marking a 31% growth [2] - Subscription revenue is expected to grow from $2.54 billion in Q2 2024 to $3.11 billion in Q2 2025, also a 22.5% increase [2] Growth Drivers - Artificial intelligence played a crucial role in driving growth, with the CEO highlighting the importance of the ServiceNow AI Platform in transforming business processes across industries [4] - The company signed 89 new contracts worth at least $1 million in annual value during Q2, and has 528 customers spending over $5 million annually [5] Product Developments - ServiceNow introduced agentic workforce management, enhancing its AI capabilities by allowing users to manage and train AI agents directly on its platform [6] Market Reaction - Following the strong Q2 results, ServiceNow's shares rose approximately 7% in after-hours trading, recovering from a 9% decline year-to-date prior to the report [7] Future Guidance - For Q3, ServiceNow anticipates subscription revenue between $3.26 billion and $3.265 billion, representing a year-over-year growth of 20% to 20.5% [8] - The company expects remaining performance obligations to increase by 18.5% over the next year, with a full-year subscription revenue growth target of 20% [8] Strategic Outlook - ServiceNow's focus on AI, particularly agentic AI, is seen as a key long-term growth driver, although potential budget changes from U.S. federal government customers may pose challenges [9]

Core Insights - The survey reveals that 70% of enterprises admit to having an "incomplete" understanding of AI data requirements, while 21% report having "insufficient" or "zero" control over AI usage, leading to potential revenue losses of 8.6% per month, equating to nearly $87 million annually per company [1][3] - A significant 78% of IT leaders believe that early adopters of AI will emerge as industry leaders, with 73% noting that AI is already transforming their technology environments [1][3] - Investment in AI technologies is projected to surge by 51% from 2025 to 2026, indicating a strong focus on AI as a critical component of digital modernization [1][3] Group 1: AI Understanding and Control - 99% of enterprises have faced disruptions in AI projects due to issues like data access and management, leading to a 17% loss in AI investment and delaying strategic goals by an average of six months [3] - 70% of enterprises acknowledge their incomplete understanding of the data necessary for AI, contributing to 62% not fully grasping their risks associated with AI [3] - Enterprises with a better understanding of their data are 33% more likely to be prepared for agentic AI [3] Group 2: Data Architecture and Management - The average lifespan of current data architecture is only 18 months before it becomes inadequate for supporting in-house AI applications [3] - 75% of enterprises operate with a multi-database architecture, complicating the accuracy and consistency of AI outputs [3] - 84% of enterprises lack the capability to manage high-dimensional vector data, which is essential for efficient AI utilization [3] Group 3: Corporate Attitudes and Experimentation - Companies that promote AI experimentation see 10% more AI projects entering production and incur 13% less wasted AI expenditure compared to those with restrictive policies [3] - The distribution of AI spending is nearly equal among agentic AI (30%), GenAI (35%), and other forms of AI (35%), indicating a balanced investment approach [3] Group 4: Competitive Landscape and Future Outlook - 59% of IT leaders express concern that their organizations may be replaced by smaller, more agile competitors who better understand AI [3] - Despite these concerns, 79% of leaders believe they can displace larger competitors through effective AI utilization [3] - The emphasis on mastering data and having robust controls is seen as crucial for enterprises to capitalize on AI opportunities and gain a competitive edge [4]

Group 1 - SoundHound AI's stock experienced a significant price fluctuation, initially surging 16.3% before dropping as much as 8.1% on the following day [1][2] - The recent surge in SoundHound AI's stock was influenced by a major acquisition in the agentic AI sector, where Capgemini acquired WNS for $3.3 billion, which sparked investor interest in similar companies [2] - The decline in stock price is viewed as a natural correction following speculative trading, with SoundHound AI still trading approximately 4% above Wall Street's average price target and having nearly tripled in value over the past year [5] Group 2 - SoundHound AI is expected to report its second-quarter results in August, with a focus on converting a large order backlog into actual revenues, which is crucial for its long-term growth [7] - The company is recognized for its advanced voice recognition technology, which is anticipated to contribute positively to its performance in the long run [5]