Core Insights - ODDITY Tech Ltd. will release its third quarter 2025 financial results on November 19, 2025, after market close [1] - A conference call to discuss the results will take place on November 20, 2025, at 8:30 a.m. Eastern Time [1] Company Overview - ODDITY is a consumer tech company focused on building and scaling digital-first brands in the beauty and wellness sectors [3] - The company serves approximately 60 million users through its AI-driven online platform, utilizing data science to meet consumer needs [3] - ODDITY owns brands such as IL MAKIAGE and SpoiledChild, with headquarters in New York City, an R&D center in Tel Aviv, and a biotechnology lab in Boston [3]

Core Insights - The individual has extensive experience in risk management and financial analysis, with a strong educational background in applied risk management and relevant certifications [1] - The focus areas include risk management, financial analysis, data science, and the influence of economic factors on financial markets [1] - The motivation for writing is to provide actionable insights for investors by translating complex financial data into understandable analysis [1] Group 1 - The individual holds an MSc in Applied Risk Management from the University of Athens and has completed the ACA Certificate Level [1] - The professional background includes roles in assurance, financial analysis, and trade operations at leading firms such as EY, PwC, Alpha Bank, and the National Bank of Greece [1] - The approach to investing emphasizes data-driven analysis and long-term value creation [1] Group 2 - The individual aims to write on topics related to risk assessment, financial modeling, and stock analysis [1] - There is a commitment to providing informed analysis on market trends, risk management practices, and investment strategies [1]

Industry Overview - The Technology Services industry ranks within the top 24% of Zacks Ranked Industries and is expected to outperform the market over the next three to six months, having rallied 32.9% year to date [1] - The industry is mature with strong demand for services, and this momentum is likely to continue into the fourth quarter of 2025 [1][3] Market Trends - The global shift toward digitization is creating opportunities in markets such as 5G, blockchain, and artificial intelligence (AI) [3] - Companies are rapidly adopting generative AI, machine learning (ML), blockchain, and data science to gain competitive advantages [3] - There is robust demand for multi-cloud-enabled software solutions as businesses transition from legacy platforms to modern cloud-based infrastructure [3] Company Highlights AppLovin Corp. (APP) - AppLovin is a leading technology platform for mobile app developers, enhancing marketing and monetization efforts [7][8] - The Axon 2.0 AI engine has significantly boosted ad performance, leading to a $10 billion annual run rate in ad spend [9] - AppLovin targets a 20-30% year-over-year growth rate, primarily driven by its gaming segment and AI-driven ad monetization [11] - Expected revenue and earnings growth rates for the current quarter are 15.2% and 63.6%, respectively [12] Skillsoft Corp. (SKIL) - Skillsoft provides digital learning and talent solutions, focusing on a learner-centric approach [13] - Expected revenue and earnings growth rates for the next quarter are -2% and -53.1%, respectively, but earnings estimates have improved over 100% in the last 30 days [14] Acuity Inc. (AYI) - Acuity manufactures lighting fixtures and related components, with a focus on energy efficiency and smart building solutions [15][17] - Expected revenue and earnings growth rates for the current quarter are 19.5% and 12.3%, respectively [17] Byrna Technologies Inc. (BYRN) - Byrna develops non-lethal technology products for personal and professional security [18] - Expected revenue and earnings growth rates for the current quarter are 21.3% and -23.5%, respectively [19] MediaAlpha Inc. (MAX) - MediaAlpha specializes in programmatic technology platforms for vertical search and metasearch [20] - Expected revenue and earnings growth rates for the current quarter are -8.1% and over 100%, respectively [20]

Core Insights - The individual has extensive experience in risk management and financial analysis, with a strong educational background in applied risk management and relevant certifications [1] - The focus areas include risk management, financial analysis, data science, and the influence of economic factors on financial markets [1] - The motivation for writing is to provide actionable insights for investors by translating complex financial data into understandable analysis [1] Group 1: Professional Background - The individual has worked in various roles across leading firms such as EY, PwC, Alpha Bank, and the National Bank of Greece [1] - Expertise includes financial analysis, risk management, and data analysis using tools like SQL, Python, and machine learning [1] Group 2: Areas of Interest - Primary interests are in risk assessment, financial modeling, and stock analysis [1] - A data-driven approach to investing is emphasized, focusing on long-term value creation [1] Group 3: Writing Goals - The aim is to provide informed analysis on market trends, risk management practices, and investment strategies [1] - The goal is to support informed decision-making for investors [1]

If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs.Avi Chawla (@_avichawla):This should be impossible!You can clean any ML dataset in just three lines of code. Flag outliers, find label errors, and more, across:- Any data (tabular, text, image, etc.)- Any task (classification, entity recognition, etc.)100% open-source, built by MIT researchers. https://t.co/xAaKjK4zIM ...

Product Strategy - The company initially underestimated the importance of a comprehensive data science experience, including data science notebooks, for its customers [2] - The company's engineering team initially resisted developing data science notebook capabilities, which proved to be a missed opportunity [2] Go-to-Market Strategy - The company's focus on optimizing for its IPO led to a slowdown in new logo acquisition [3] - Prioritizing upselling to existing customers over acquiring new customers negatively impacted the company's growth engine [3][4] - Sales representatives shifted their focus to existing revenue streams due to hiring freezes, neglecting new customer acquisition [4] - The company experienced a period of approximately two years where it lost focus on new logo acquisition, which had a detrimental effect [4] Financial Performance - The company had a net retention rate of 177% during the period leading up to its IPO [3]

Project Overview - Kadustra's data science team embarked on a project to brew beer using AI, aiming to improve upon existing data-driven brewing approaches [2][3] - The project involved two iterations: the first with the Kadustra team and the second with H colleagues and students, each with different goals and AI approaches [2][10] AI and Data Science Application - The team used an XGBoost model to predict beer scores based on recipes from Brewok and Untappd scores [3][4] - For the second iteration, a Bayesian approach and a hop prediction model were used to refine flavor profiles and hop selection, addressing the challenge of over 10 billion options [16][17] - AI was also used for label design (DALL-E) and text generation (GPT), including embracing "hallucinations" [6] Results and Lessons Learned - The first beer achieved a predicted Untappd score of 43%, but the actual score was 34%, indicating room for improvement in taste [8][9] - The second beer, "the honzy pie," achieved a predicted Untappd score of 38%, with an actual score of 36%, considered a success [19] - The project demonstrated that AI can be used in brewing, but craftsmanship and local ingredients are also crucial for success [8][10] Marketing and Publicity - The beer brewing project was used as a team-building activity and a giveaway at an induction event for a new professor [1][10] - The project generated publicity, including coverage on television and in newspapers [1][19] Educational and Recruitment Aspects - The project aimed to attract students to study EI (Artificial Intelligence) at the Han university [2][20] - The university offers a master's program in applied data science and AI, with limited spaces available in September and more spaces in February [21]

We have fundamental limitations in AI expertise. We're not making enough AI practitioners. We're not making enough data scientists who understand data pipelines.Our universities aren't minting enough. Our challenges in the US with immigration don't help that. We have historically sucked the best and the brightest first on J1s to come to our schools and H1s to stay.And if that is not our policy, we need to make them. Right. If the government decides that that that is not the way they want to build a workforc ...

Industry Focus - The industry emphasizes sharing insights and tutorials on Data Science (DS), Machine Learning (ML), Large Language Models (LLMs), and Retrieval-Augmented Generation (RAGs) [1] - The industry encourages users to reshare insightful content within their networks [1]

Core Insights - The individual has extensive experience in risk management and financial analysis, with a strong educational background including an MSc in Applied Risk Management [1] - The focus areas include risk management, financial analysis, data science, and the influence of economic factors on financial markets [1] - The motivation for writing is to provide actionable insights for investors by translating complex financial data [1] Group 1 - The individual has worked in various roles across leading firms such as EY, PwC, Alpha Bank, and the National Bank of Greece [1] - Expertise includes data analysis using SQL, Python, and machine learning tools [1] - The aim is to write on topics related to risk assessment, financial modeling, and stock analysis [1] Group 2 - The approach to investing emphasizes data-driven analysis and long-term value creation [1] - The individual seeks to support informed decision-making through analysis of market trends and risk management practices [1]