Financial Data and Key Metrics Changes - Revenue for Q1 2026 increased by approximately 16% year over year to $95.5 million [7] - Non-GAAP gross profit rose by about 17% year over year [7] - Adjusted EBITDA for the quarter was approximately $10.3 million, more than double the $5 million generated in Q1 last year [19] - Non-GAAP operating income was $7.6 million, over four times higher than the $1.8 million generated in Q1 last year [19] - Cash flow from operations was approximately $1.7 million, with negative free cash flow of $2.5 million [20] Business Line Data and Key Metrics Changes - Software revenue was $37.4 million, an increase of $5.9 million or 19% year over year [16] - Total software revenue for the quarter was approximately $82 million, representing about 86% of total revenue [16] - Professional service revenue in Q1 was $13.5 million, an increase of $6.6 million over last year [17] - Recurring revenue for Q1 was $47.2 million, representing 49% of total revenue [18] Market Data and Key Metrics Changes - Total remaining performance obligations (RPO) at the end of Q1 was $597.8 million, up $52 million versus the end of fiscal 2025 [22] - Short-term RPO increased to $346.9 million, providing solid visibility into revenue over the next twelve months [24] Company Strategy and Development Direction - The company is focused on expanding its presence in the U.S. market through the acquisition of GroupSense, a cyber threat intelligence company [12][21] - The strategic priorities include enhancing operational agility and ensuring customers can respond to emerging threats [10][15] - The company aims to drive long-term growth and expand profitability through innovation and strong customer engagement [13][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in healthy demand and continued validation of technology through customer wins [13] - The company updated its guidance for fiscal 2026, expecting revenue of approximately $395 million, representing about 13% year-over-year growth [25] - Management noted that the demand environment remains favorable, with ongoing customer engagement and positive feedback across the portfolio [28] Other Important Information - The company executed a share repurchase program, buying about 952,000 ordinary shares for approximately $9 million [20] - The GroupSense acquisition closed on May 20, 2025, for approximately $4 million in cash, with an earnout of up to $5 million contingent on performance targets [21] Q&A Session Summary Question: How did the quarter itself play out versus plan? - Management indicated that Q1 top line came a little ahead of expectations, with strong demand and customer traction [32] Question: Why isn't the recent contract value impacting fiscal 2026 to a greater extent? - Management explained that some large deals were already included in guidance, and the deployment of a significant subscription deal is planned for Q1 fiscal 2027 [35] Question: What is the revenue impact of the GroupSense acquisition? - The acquisition is expected to add approximately $3 million to the top line, with a breakeven business model [38]

Financial Data and Key Metrics Changes - The company reported Q1 revenue of approximately $95.5 million, reflecting a year-over-year growth of about 16% [7][18] - Non-GAAP gross profit increased by approximately 17% year-over-year, reaching $68.7 million [7][20] - Adjusted EBITDA for the quarter was approximately $10.3 million, more than double the $5 million generated in Q1 last year [8][21] - Non-GAAP operating income was $7.6 million, over four times higher than the $1.8 million generated in Q1 last year [21] - Cash flow from operations was approximately $1.7 million, with negative free cash flow of $2.5 million [22] Business Line Data and Key Metrics Changes - Software revenue for Q1 was $37.4 million, an increase of $5.9 million or 19% year-over-year [18] - Professional service revenue in Q1 was $13.5 million, an increase of $6.6 million over last year [19] - Recurring revenue for Q1 was $47.2 million, representing 49% of total revenue [20] Market Data and Key Metrics Changes - Total remaining performance obligations (RPO) at the end of Q1 was $597.8 million, up $52 million versus the end of fiscal 2025 [24] - Short-term RPO increased to $346.9 million, providing solid visibility into revenue over the next twelve months [25] Company Strategy and Development Direction - The company is focused on expanding its presence in the U.S. market, highlighted by the acquisition of GroupSense, a cyber threat intelligence company [13][23] - The strategic priorities include enhancing customer engagement and addressing complex intelligence challenges [12][30] - The company aims to leverage its technology to deliver greater value to customers and improve operational agility [10][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in healthy demand and continued validation of technology through customer wins [14][30] - The company updated its guidance for fiscal 2026, expecting revenue of approximately $395 million, representing about 13% year-over-year growth [15][27] - Management noted that the demand environment remains favorable, with ongoing customer engagement and positive feedback across the portfolio [30] Other Important Information - The company executed a share repurchase program, buying approximately 952,000 ordinary shares for about $9 million [22] - The GroupSense acquisition closed on May 20, 2025, for approximately $4 million in cash, with an earnout of up to $5 million based on performance targets [23] Q&A Session Summary Question: How did the quarter play out versus plan? - Management indicated that Q1 top line performance was slightly ahead of expectations, with continued sequential growth anticipated throughout the year [34][35] Question: Why isn't the recent contract value impacting fiscal 2026 more significantly? - Management explained that some large deals were already included in guidance, and the deployment of a significant subscription deal is planned for Q1 of fiscal 2027 [38][39] Question: What is the revenue impact of the GroupSense acquisition? - The acquisition is expected to add approximately $3 million to the top line, with a breakeven business model and a small increase in operating expenses [40][41]

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Core Insights - AppFolio has introduced Realm-X Performers, an embedded generative AI designed to automate complex workflows in property management, enhancing experiences for residents, property managers, owners, and investors [1][5] - The 2025 AppFolio Property Management Benchmark Report highlights that maintaining high occupancy rates is the primary concern for property managers, indicating a need for improved performance solutions [2] - Realm-X Performers aim to close the performance gap in traditional property management systems, which focus on task management rather than delivering outcomes [2][5] Product Innovations - Realm-X Performers will be integrated into Realm-X Flows, AppFolio's workflow automation engine, to standardize processes and enhance operational speed, effectiveness, and consistency [4] - The Realm-X Leasing Performer automates the leasing process by managing inquiries, scheduling showings, and providing essential details to property managers [6] - The Realm-X Maintenance Performer autonomously diagnoses and prioritizes maintenance requests, creating work orders and logging summaries [6] Performance Outcomes - Since its launch, Realm-X has delivered tangible performance outcomes for AppFolio customers, with users reporting an average savings of 10 hours weekly on tasks [7][11] - Realm-X Messages have improved resident communications, saving users an average of 26 seconds per message [11] - Realm-X Flows has achieved a 73% higher lead-to-showing conversion rate compared to non-users [11] Future Outlook - The launch of Realm-X Performers signifies a transformative shift in the property management industry, enabling a focus on delivering real performance and value for all stakeholders [5][8] - AppFolio continues to innovate, with upcoming events like FUTURE: The Real Estate Conference, where further advancements will be unveiled [9]

Core Insights - Taboola has launched DeeperDive, an industry-first Generative AI answer engine designed to operate directly on publisher websites, enhancing user engagement and content discovery [5][6][12] - Gannett's USA TODAY Network is the first to implement this technology in the U.S., while The Independent is the first in the U.K., showcasing a significant step in the evolution of digital publishing [3][5][12] Publisher Empowerment - DeeperDive aims to combat the challenges posed by Generative AI-powered search engines that scrape content without permission, thereby reducing traffic and revenue for publishers [6][10] - The technology allows publishers to leverage their own content, providing readers with trusted sources and a richer experience by connecting them with relevant articles and context [7][10] User Experience Enhancement - The platform offers users multifaceted answers to their queries, utilizing real-time insights from over 600 million daily active users across a network of 9,000 publisher partners [10] - DeeperDive not only answers questions but also suggests related topics, enhancing the overall search experience and keeping users engaged longer on publisher sites [8][10] Monetization Opportunities - DeeperDive introduces a new monetization channel for publishers by integrating contextually relevant, high-intent ads directly into the AI-powered results page, allowing publishers to capture search-like advertising revenue [10][12] - This shift is expected to significantly increase revenue potential, moving from traditional click-based models to conversion-based opportunities, thereby enhancing the financial sustainability of publishers [12][10] Industry Impact - The launch of DeeperDive is seen as a pivotal moment for the open web, promoting innovation and fairness in the digital landscape, and ensuring that publishers receive value for their content [12][10] - Taboola's initiative is positioned to redefine how users discover and engage with content online, potentially transforming the relationship between publishers and their audiences [12][10]

Core Viewpoint - Artificial intelligence (AI) is significantly transforming various industries, leading to increased spending on AI solutions and infrastructure, which is reflected in the stock market performance of tech companies [1][2]. Group 1: ASML Holding - ASML Holding has seen limited stock price growth despite the surge in demand for AI chips, with only a 5% increase in stock price over the past couple of years [5]. - The company experienced a challenging 2024, with minimal revenue growth and declining earnings due to weak chip demand in personal computers and smartphones [6]. - In Q1 2025, ASML's revenue increased by 46% year-over-year, and earnings nearly doubled, with new equipment orders worth nearly 4 billion euros, marking a 10% increase from the previous year [7][8]. - ASML forecasts 32.5 billion euros in revenue for 2025, a 15% increase from 2024, with potential for faster growth driven by AI demand [8][10]. - The company’s EUV lithography machines are essential for manufacturing advanced chips, and demand for these chips is expected to grow at an annualized rate of 35% through 2033 [10][11]. - Analysts predict an acceleration in ASML's earnings growth due to increased investments in manufacturing infrastructure by foundries and chipmakers [12]. - ASML's stock is trading at an attractive 27 times forward earnings compared to the U.S. technology sector's average of 47 [14]. Group 2: Ambarella - Ambarella is positioned to benefit from the growth in AI, particularly in the automotive sector and IoT devices, with its computer vision chips [15]. - The edge AI market, where Ambarella operates, is expected to grow at a compound annual growth rate of 33% through 2032 [16]. - Ambarella generated $285 million in revenue for fiscal 2025, with over 70% from edge AI applications, marking a 26% revenue increase [17]. - The company reported a 58% year-over-year revenue increase in Q1 of fiscal 2026, reaching $86 million, and an adjusted profit of $0.07 per share [18]. - Ambarella's guidance for the current quarter indicates a 41% year-over-year revenue jump, suggesting potential for stronger growth than currently anticipated [19]. - Analysts expect Ambarella to report a profit this year, with strong bottom-line growth projected for the next few fiscal years [20]. - The company's serviceable addressable market is expected to reach $13 billion in the next five years, indicating long-term growth potential [22].

Core Insights - The article discusses the author's academic and professional background in Machine Learning, Economics, and Finance, highlighting affiliations with prestigious institutions and experience in financial advisory, particularly in banking and mergers & acquisitions [1]. Group 1 - The author holds a PhD in Machine Learning with a focus on Economics and Finance [1]. - The author has academic affiliations with IESE Business School, ESADE Business School, and the Barcelona Supercomputing Center [1]. - The professional experience includes working at Deloitte Financial Advisory, specializing in banking and mergers & acquisitions [1]. Group 2 - The author's interests include machine learning and generative AI applications in finance and economics [1]. - The author is proficient in programming languages such as Python, R, and SQL [1].

Financial Data and Key Metrics Changes - The company reduced general and administrative expenses by nearly 50% compared to Q1 of the previous year, reflecting stronger operational discipline [13] - A $3,500,000 line of credit was secured from Core Capital Partners, providing additional financial flexibility [14] Business Line Data and Key Metrics Changes - The iSky platform was officially launched, generating strong early traction across multiple industries, indicating a positive market response [7] - The partnership with Swiss Life Global Solutions aims to deliver secure generative AI solutions across its global network, highlighting the platform's versatility [8] Market Data and Key Metrics Changes - The automotive sector is showing promise, with strong relationships established with OEMs and dealership networks, indicating potential for rapid pilot-to-production conversions [20][21] - The company is also expanding into healthcare and life sciences, with expectations for pilots to convert into production deployments [20] Company Strategy and Development Direction - The company is focused on executing its strategy of delivering practical, scalable AI solutions and expanding into new verticals [12] - The acquisition of Catanelle is expected to transform the ad tech industry, allowing brands to manage their entire customer journey [11][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the traction being seen and the positioning of the company for continued growth [12] - The CEO emphasized excitement about upcoming opportunities and the company's progress in the market [28] Other Important Information - The company is preparing to integrate the planned acquisition of Catanelle, which is expected to enhance product capabilities and financial foundation [15] Q&A Session Summary Question: What contributed to revenue in the quarter? - All pilots are paid, contributing to revenue, although not significantly yet [18][19] Question: Visibility into collaborations leading to production contracts? - Anticipation of conversions to production deployments in healthcare and life sciences, with optimism in the automotive space [20] Question: Clarification on automotive rollout status? - Finalizing rollout with high-value use cases tested and demoed to dealerships, with pilot deployments in progress [23][24]

It's a nice way to to think about it from idea to IPO. But you know like that's the history of Silicon Valley, right. That's what every founders sets out to do.Among those 11, what are you most proud of. What was the sort of steepest arc, would you say. It's great to be here.You know, we've at notable really built our business around focusing on the founder. And I think the primary lesson we've learned from the successes we've had is that if we serve founders really well, if we provide them with a unique ex ...

Core Insights - Datadog has introduced new capabilities for monitoring agentic AI, including AI Agent Monitoring, LLM Experiments, and AI Agents Console, aimed at providing organizations with end-to-end visibility and governance over AI investments [1][4][8] Industry Context - The rise of generative AI and autonomous agents is changing software development, but many organizations struggle with visibility into AI system behaviors and their business value [2][3] - A study indicates that only 25% of AI initiatives are currently delivering promised ROI, highlighting the need for better accountability in AI investments [4] Company Developments - Datadog's new observability features allow companies to monitor agentic systems, run structured experiments, and evaluate usage patterns, facilitating quicker and safer deployment of LLM applications [3][4] - The AI Agent Monitoring tool provides an interactive graph mapping each agent's decision path, enabling engineers to identify issues like latency spikes and incorrect tool calls [4][6] - LLM Experiments enable testing of prompt changes and model swaps against real production data, allowing users to quantify improvements in response accuracy and throughput [6][7] - The AI Agents Console helps organizations maintain visibility into both in-house and third-party agent behaviors, measuring usage, impact, and compliance risks [7]