With the increased use of NHIs and AI agents, especially with machine identities, there is a huge opportunity for Okta. This goes the same for the Total addressable market (TAM). As of now, Okta (NASDAQ: NASDAQ: OKTA ) is amongAnalyst’s Disclosure:I/we have a beneficial long position in the shares of OKTA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have ...

So robot body process automation is literally if human had to do something you basically open some browser or whatever take some data put into some other system click some button and all that stuff. So it records that human clicks on that desktop and tries to keep repeating it. So you kind of like get that automated and the hard part that they had is you can't do robotic process for unstructured data because it's not fixed they change it.So anything will be very very brutal. The bet that we are taking is th ...

Core Insights - IDT Corporation reported strong financial results for the third quarter of fiscal year 2025, with significant year-over-year increases in gross profit, income from operations, and earnings per share [1][4][30]. Financial Performance - Gross profit increased by 15% year-over-year to $112 million, achieving a record gross profit margin of 37.1% [1][3]. - Income from operations rose by 133% to $27 million, while adjusted EBITDA increased by 57% to $32 million [1][3]. - GAAP EPS increased to $0.86 from $0.22, and non-GAAP EPS rose to $0.90 from $0.38 [1][3]. Segment Performance National Retail Solutions (NRS) - Recurring revenue grew by 23% to $29.4 million, driven by a 37% increase in Merchant Services revenue and a 33% rise in SaaS fees [2][5]. - Income from operations and adjusted EBITDA both increased by 29% year-over-year [2][5]. BOSS Money / Fintech Segment - BOSS Money transactions increased by 27% to 6 million, with revenue rising by 25% to $34.4 million [2][7]. - The fintech segment's gross profit grew by 31% to $22.6 million, and income from operations reached $4.3 million [2][7]. net2phone - Subscription revenue increased by 7% to $21.5 million, with income from operations surging by 188% to $1.4 million [3][26]. - Adjusted EBITDA for net2phone rose by 50% to $3.2 million [3][26]. Traditional Communications - Gross profit increased by 5% to $43.4 million, with income from operations rising by 39% to $17.3 million [3][9]. - Adjusted EBITDA for this segment grew by 30% to $19.3 million [3][9]. Cash Flow and Capital Expenditures - Net cash provided by operating activities was $75.7 million in 3Q25, compared to $9.5 million in 3Q24 [30]. - Capital expenditures increased by 14% to $5.4 million [3][31]. Future Outlook - The company is focusing on developing new offerings to enhance the competitiveness of independent retailers against larger chains [6]. - BOSS Money is working on initiatives to drive long-term growth and reduce cross-border transaction friction [7].

Core Insights - Workday has launched the Workday Agent Partner Network, a global ecosystem that connects AI agents from various industry leaders to its Agent System of Record (ASOR), enhancing productivity and collaboration [1][6][12] - The introduction of the Agent Gateway will facilitate seamless integration of AI agents from Workday and its partners, streamlining workflows across platforms [2][8] - Workday's platform aims to manage people, money, and AI agents together, reflecting the evolving nature of the workforce that now includes both humans and AI [3][4] Company Developments - Workday's ASOR will provide tools for hiring, onboarding, and managing AI agents, ensuring they operate securely and efficiently [5][6] - The Workday Marketplace now features agents from Workday and its partners, allowing customers to easily discover and deploy AI solutions tailored to their business needs [10] - Workday Illuminate, the next generation of its AI, leverages extensive HR and financial data to enhance business operations and decision-making [11][14] Industry Trends - The workforce is increasingly composed of both human employees and AI agents, necessitating a rethinking of management practices and compliance measures [4][5] - Major partners like AWS, Deloitte, and PwC are collaborating with Workday to develop AI agents that can transform enterprise workflows and improve decision-making across various functions [12][12][12] - The integration of AI agents into business processes is seen as a critical step towards managing the future workforce effectively [6][12]

Core Insights - The article discusses the potential of AI Agents, emphasizing their evolution from tools to colleagues in business applications and future organizational changes [2][10][15]. Group 1: AI Day Overview - The AI Day event, themed "AI Agents: From Copilot to Colleague," gathered over 200 CEOs and tech executives to explore AI Agents' commercial applications and technological advancements [2]. - New benchmarking tool xbench was introduced to address the evaluation of AI capabilities and their practical utility in real-world scenarios [7][8]. Group 2: xbench Tool Features - xbench aims to redefine AI capability assessment with a dual-track evaluation system: AGI track for basic AI capabilities and Profession Aligned for practical business applications [8]. - The tool incorporates a long-lasting evaluation system that transforms fluctuating scores into a monotonic growth curve, allowing for clearer tracking of AI capability development [8]. Group 3: AI Agent Evolution - Key characteristics of AI Agents include generalization, enabling them to perform tasks beyond traditional models, and the integration of model intelligence, expert knowledge, and user feedback [10][11]. - The discussion highlighted the importance of economic value and production costs in AI Agent projects, with a focus on abstracting production methods for scalability [10]. Group 4: Future Organizational Changes - The rise of AI Agents is likened to the mobile internet boom, with optimistic funding sentiments in early-stage companies [15]. - Future enterprises may trend towards smaller, flatter organizational structures, enhancing employee efficiency but increasing management complexity [16]. Group 5: Insights from Industry Leaders - Google Cloud and AWS representatives shared insights on AI strategies, emphasizing the need for companies to redefine their value propositions in the evolving tech landscape [18][19]. - The importance of continuous interaction with users and maintaining brand identity in the AI era was also discussed, highlighting the need for precise audience engagement [15].

Prompt Engineering & Metaprompting - Metaprompting is emerging as a powerful tool, likened to coding in 1995 due to the evolving nature of the tools [1] - The best prompts often start by defining the role of the LLM, detailing the task, and outlining a step-by-step plan, often using markdown-style formatting [1] - Vertical AI agent companies are exploring how to balance flexibility for customer-specific logic with maintaining a general-purpose product, considering forking and merging prompts [1] - An emerging architecture involves defining a system prompt (company API), a developer prompt (customer-specific context), and a user prompt (end-user input) [1] - Worked examples are crucial for improving output quality, and automating the process of extracting and ingesting these examples from customer data is a valuable opportunity [2] - Prompt folding allows a prompt to dynamically generate better versions of itself by feeding it examples where it failed [2] - When LLMs lack sufficient information, it's important to provide them with an "escape hatch" to avoid hallucinations, either by allowing them to ask for more information or by providing debug info in the response [2] Evaluation & Model Personalities - Evals are considered the "crown jewels" for AI companies, essential for understanding why a prompt was written a certain way and for improving it [3] - Different LLMs exhibit distinct personalities; for example, Claude is considered more steerable, while Llama 4 requires more steering and prompting [5] - When using LLMs to generate numerical scores, providing rubrics is best practice, but models may interpret and apply these rubrics with varying degrees of rigidity and flexibility [5] Founder Role & Forward Deployed Engineer - Founders need to deeply understand their users and codify these insights into specific evals to ensure the software works for them [3] - Founders should act as "forward deployed engineers," directly engaging with users to understand their needs and rapidly iterate on the product [4] - The forward deployed engineer model, combined with AI, enables faster iteration and closing of significant deals with large enterprises [5]

27 May 2025 | 9:20PM EDT Okta (OKTA) 1QFY: Muted quarterly trends reignite debate on path to stable growth n Okta sees multiple ways to benefit from the increasing adoption of AI Agents at its customers. Auth for GenAI is in developer preview (expected GA soon), and is designed to help developers build AI Agents/workflows. Additionally, AI Agents have resulted in more non-human identities within Gabriela Borges, CFA +1(212)902-7839 | gabriela.borges@gs.com Goldman Sachs & Co. LLC Callie Valenti +1(212)357-2 ...

Alphabet (NASDAQ: GOOGL ) shares are down roughly 5% in the last year and nearly 11% year-to-date. At one time earlier this year, shares of Alphabet were briefly above $200, more properly reflecting what, IThis account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th ...

AI Development & Application - The industry is currently using outdated software development techniques for AI features, hindering the full potential of AI, which should enable users to program software using natural language [1][18] - AI application development is often approached by trying to fit AI into existing applications, rather than redesigning tools from the ground up to automate repetitive tasks [18][62] - The industry needs to move beyond the chatbot paradigm and focus on AI's capability to automate work and accomplish tasks on behalf of users [58][60] - A key element is providing users with "tools" that agents can use to accomplish tasks, such as labeling emails, archiving them, or writing drafts [53][54] System Prompts & User Control - Current AI applications often hide the "system prompt" (instructions given to the AI) from the user, limiting customization and personalization [1][11] - The industry should allow users to view and edit system prompts, enabling them to tailor the AI's behavior to their specific needs and preferences [8][10] - Allowing users to control system prompts shifts the responsibility for the AI's output from the developer to the user [35] - While not everyone may want to write system prompts from scratch, the option should be available, and AI could assist in generating and customizing prompts based on user history and feedback [41][42][48] Future of AI Development - The industry needs to develop better tooling and UI conventions for interacting with and teaching AI, potentially including AI-assisted system prompt writers [45][46] - AI models are good at processing instructions and turning them into text output, making them particularly effective for coding agents [31][32] - Founders should rethink existing tools from the ground up with AI, focusing on offloading repetitive work from users [61][62]

Appian (APPN) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 note this event is being recorded. I would now like to turn the conference over to Jack Andrews, Vice President of Investor Relations. Please go ahead. Speaker1 Good morning, and thank you for joining us. Today, we'll review Appian's first quarter twenty twenty five financial results. With me are Matt Calkins, Chairman and Chief Executive Officer and Mark Lynch, Interim Chief Financial Officer. After prepared remarks, we'll open the call ...