Core Insights - The future of customer experience (CX) is rapidly evolving, with organizations needing to adapt to technological advancements and rising customer expectations to maintain satisfaction and loyalty [2][3]. CX Trends for 2026 - **Agentic AI Goes Mainstream**: AI technology is transitioning from pilot projects to full-scale production, with success reliant on trustworthy data, transparent models, and robust security measures [6]. - **Tech Stack Clarity Becomes Critical**: Fragmented CX systems are detrimental to performance; consolidating platforms and aligning technology with desired outcomes enhances agility and measurable results [6]. - **Personalization Evolves into Precision**: Customers now demand hyper-personalized, real-time interactions, which require unified, high-quality data to anticipate their needs effectively [6]. - **Empathy Gets Re-imagined**: A balance between AI efficiency and human empathy is essential to ensure that customer interactions are caring, consistent, and focused on resolution [6]. - **Resilience Defines the Future of CX**: Economic fluctuations, workforce volatility, and fraud necessitate adaptive CX models supported by intelligent automation and flexible global delivery [6]. Company Overview - TTEC Holdings, Inc. is a leading global innovator in CX technology and services, specializing in AI-enabled digital solutions. The company provides outcome-based solutions that enhance customer interactions across various channels and improve the overall customer journey [7].

Core Insights - CXApp Inc. and Noro are entering a strategic collaboration to enhance hybrid work environments through advanced technology [1] - The partnership combines CXAI's Agentic AI-powered workplace experience platform with Noro's immersive live-presence portal technology [1] - This collaboration aims to create more connected, adaptive, and human-centered work environments by integrating intelligent automation and spatial analytics [1] Company Overview - CXApp Inc. is focused on transforming workplace experiences using AI technology [1] - Noro specializes in immersive technology that facilitates full-body live-presence interactions [1] Industry Impact - The collaboration is expected to reshape the future of hybrid work by leveraging innovative technologies [1] - The integration of intelligent automation and immersive connection is anticipated to enhance enterprise adaptability and connectivity [1]

Core Viewpoint - ZKH Group Limited, a leading MRO procurement service platform in China, is set to release its unaudited financial results for Q3 2025 on November 20, 2025, before U.S. market opening [1] Financial Results Announcement - The earnings conference call will take place on November 20, 2025, at 7:00 A.M. U.S. Eastern Time, to discuss the financial results [2] - Access to the call will be available through various toll-free numbers for the U.S., international, and China, with a replay option available until November 27, 2025 [2] Company Overview - ZKH Group Limited operates as a leading MRO procurement service platform in China, leveraging strong supply chain capabilities and an AI-driven approach to serve a global customer base [3] - The company offers customized MRO procurement solutions through its online platforms, focusing on product curation, competitive pricing, and reliable delivery services [3] - ZKH aims to reduce procurement costs and improve management efficiency, transforming the MRO procurement process for stakeholders across the value chain [3]

Group 1: IPO Highlights - Pony AI Inc. (小马智行) completed a dual listing on the Hong Kong Stock Exchange on November 6, 2025, raising up to 7.7 billion HKD, marking the largest IPO in the global autonomous driving sector for 2025 [3][4] - Minglue Technology (明略科技) listed on the Hong Kong Stock Exchange on November 3, 2025, as the "first global Agentic AI stock," raising over 1 billion HKD with a subscription rate of 4452.86 times for public offerings [6][7] - WeRide (文远知行) went public on November 6, 2025, with a share price of 27.1 HKD, achieving a market response with a subscription rate of 73.44 times for public offerings, reflecting investor confidence in autonomous driving [10][11] Group 2: Company Profiles - Minglue Technology focuses on data intelligence applications and is recognized as the largest data intelligence application software provider in China by revenue for 2024 [6][19] - WeRide is the only technology company with autonomous driving licenses in seven countries, emphasizing its commitment to safety and reliability in autonomous driving technology [10][11] - DeepWay (深向科技) submitted its prospectus for listing on November 6, 2025, specializing in smart road freight solutions and has delivered approximately 6,400 new energy heavy trucks since its inception [13][15] Group 3: Financial Performance - Minglue Technology's IPO raised over 1 billion HKD, with a strong demand reflected in the subscription rates [6][7] - DeepWay's revenue is projected to grow significantly, with a forecasted revenue of 1.967 billion CNY for 2024, representing a year-on-year increase of 362.5% [15] - Zhuozheng Medical (卓正医疗) updated its prospectus on November 5, 2025, reporting revenues of 6.96 billion CNY in the first eight months of the year, with a path to profitability achieved in 2024 [21][22] Group 4: Market Position - Minglue Technology is positioned as a leader in the Agentic AI sector, with a focus on enterprise-level applications [6][19] - WeRide's market presence spans 11 countries and over 30 cities, showcasing its global reach in autonomous driving [10][11] - Zhuozheng Medical ranks first in the number of cities covered and second in patient visits among private high-end medical service providers in China [21][22] Group 5: Investment and Growth - DeepWay has attracted investments from notable institutions and has a strong order backlog of approximately 1,400 trucks [15] - Zhuozheng Medical has received investments from prominent firms, including Tencent, which holds a 19.39% stake [22][23] - Berghaus (伯希和) aims to become the leading high-performance outdoor lifestyle brand in China, with a compound annual growth rate of 122.2% in net sales from 2022 to 2024 [26][28]

Core Insights - Google has launched its seventh-generation Tensor Processing Unit (TPU), named Ironwood, designed specifically for AI workloads, marking a significant advancement in AI computing capabilities [1][2][3] - The new TPU offers a 10X peak performance improvement over the previous generation and more than 4X better performance per chip for both training and inference tasks [3] - Google is positioning itself in the "age of inference," where the focus shifts from training AI models to utilizing them for practical applications, anticipating a surge in demand for AI computing [5][9] Product Launch and Features - Ironwood TPUs will be available for Google Cloud customers soon, alongside new Arm-based Axion virtual machine instances that enhance performance per dollar [2] - The Ironwood TPU is optimized for high-volume AI inference workloads, which require quick response times and the ability to handle numerous requests [4] Market Position and Growth - Google Cloud generated $15.2 billion in revenue in Q3, reflecting a 34% year-over-year increase, with an operating income of $3.6 billion and an operating margin of approximately 24% [8] - The cloud computing sector is competitive, with Microsoft Azure and Amazon Web Services also expanding their AI capabilities, but Google is leveraging its decade-long experience in TPU development to gain an edge [7][9] Strategic Partnerships - AI companies like Anthropic are expanding their use of Google's TPUs, with a new deal granting access to 1 million TPUs, which is crucial for their goal of reaching $70 billion in revenue by 2028 [6]

RT Avi Chawla (@_avichawla)5 Agentic AI design patterns, explained visually!Agentic behaviors allow LLMs to refine their output by incorporating self-evaluation, planning, and collaboration!The visual depicts the 5 most popular design patterns for building AI Agents.1️⃣ Reflection patternThe AI reviews its own work to spot mistakes and iterate until it produces the final response.2️⃣ Tool use patternTools allow LLMs to gather more information by:- Querying a vector database- Executing Python scripts- Invoki ...

Core Insights - The company has achieved significant growth, with Q3 revenue reaching $114 million, a 127% increase year-over-year, marking a record year for revenue [2] - The company is focusing on enterprise AI, with a strong position in various industries and a commitment to innovation and strategic execution [2][28] Company Overview - SoundHound AI, Inc. started with a mission to voice-enable the world and has evolved over two decades to capitalize on AI opportunities [1] - The company has pioneered technologies such as speech-to-meaning and deep meaning understanding, leading to superior speed and accuracy in voice technology [5] Financial Performance - Q3 revenue was $42 million, up 68% year-over-year, with all three business pillars showing double-digit growth [29][35] - The company expects full-year 2025 revenue to be between $165 million and $180 million, with Q4 anticipated to be adjusted EBITDA profitable [44] Product and Technology Development - The company introduced the Amelia 7 platform, which has seen significant upgrades and improvements in conversational latency and handling [22] - Polaris, the company's multimodal multilingual foundation model, is proving superior in accuracy, speed, and cost, with a threefold reduction in error rates for clients transitioning from legacy systems [6][7] Market Position and Strategy - The company is expanding its presence in enterprise AI, with a focus on agentic AI solutions that integrate generative AI with deterministic flows [21][30] - Recent acquisitions, such as Interactions, are expected to enhance the company's capabilities in workflow optimization and customer service automation [10][19] Customer Engagement and Partnerships - The company has secured significant contracts across various sectors, including IoT, automotive, healthcare, and financial services, demonstrating strong customer diversification [13][15][19] - The company is actively pursuing partnerships with leading technology providers to enhance its offerings and market reach [20][63] Future Outlook - The company anticipates continued high growth and near breakeven profitability levels as it aligns with market trends and customer needs [44][45] - The introduction of Voice Commerce is expected to drive new opportunities, with successful pilots already in progress [25][66]

Core Viewpoint - The article emphasizes the transformative potential of Agentic AI, highlighting Huawei Cloud's innovative solutions that simplify AI deployment and enhance productivity across various industries [2][4][14]. Group 1: AI Technology and Solutions - Huawei Cloud introduced the Versatile intelligent body platform and CloudDevice to address three major challenges in AI deployment: high development thresholds, fragmented scenarios, and limited edge capabilities [2][4]. - The Versatile platform enables efficient development of enterprise-level agents, significantly reducing the time required for AI integration from 30 days to just 3 days, achieving a tenfold increase in efficiency [7][10]. - The platform supports a full lifecycle for agents, from development to operation, allowing for visual business logic orchestration and automatic API generation [10][11]. Group 2: Industry Applications and Impact - In the financial sector, a major state-owned bank improved mobile banking efficiency by 80% and achieved over 95% customer satisfaction using the Versatile platform [12]. - The port management sector saw a 26-fold increase in planning generation efficiency and a 10% overall operational efficiency improvement at Qingdao Port, along with a 30% reduction in vehicle waiting time and a decrease of 1.8 million tons in carbon emissions [12]. - In mining operations, the implementation of a safety supervision AI agent led to a 5% increase in operational efficiency and a 50% improvement in safety coefficients [12]. Group 3: CloudDevice and Edge Computing - CloudDevice acts as a bridge between AI capabilities and physical environments, enabling seamless collaboration across various devices and operating systems [16][18]. - It supports low-latency transmission and resource management, facilitating the deployment of AI applications across diverse scenarios, including cloud gaming with latency as low as 60ms [17][18]. - The CloudDevice technology allows for the integration of AI capabilities into personal and industry applications, enhancing data security and operational efficiency [18][19]. Group 4: Collaborative Empowerment and Future Outlook - The synergy between Versatile and CloudDevice creates a closed-loop system where data collected at the edge informs cloud-based AI model optimization, leading to continuous improvement in AI capabilities [22]. - This integration is transforming AI from a mere efficiency tool to a business partner, showcasing the real-time adaptability and self-evolution of intelligent applications [22][23]. - Huawei Cloud is positioned as a leader in the AI transformation journey, contributing to the establishment of the Global Computing Consortium to promote open innovation and sustainable development in the computing industry [23].

AI Agent Design Patterns - Agentic AI 通过整合自我评估、规划和协作来优化输出 [1] - 报告描述了构建 AI Agents 的 5 种最流行的设计模式 [1] Key Design Patterns - 反思模式：AI 审查自身工作以发现错误并迭代，直到产生最终响应 [1] - 工具使用模式：工具允许 LLM 通过查询向量数据库、执行 Python 脚本、调用 API 等来收集更多信息 [1][3] - ReAct (Reason and Act) 模式：ReAct 结合了反思模式和工具使用模式 [2] - 规划模式：AI 通过细分任务和大纲目标来创建路线图，从而更有效地解决任务 [2] - 多代理模式：有多个代理，每个代理都有特定的角色和任务，每个代理也可以访问工具 [3] Frameworks and Implementation - 像 CrewAI 这样的框架主要默认使用 ReAct 模式 [2] - 在 CrewAI 中，指定 `planning=True` 以使用规划模式 [2]

Financial Data and Key Metrics Changes - In Q3 2025, consolidated revenue was $239 million, up 3% year-over-year [28] - Marketplace revenue was $232 million, reflecting a 14% year-over-year increase, driven by subscription-based listings revenue [29] - Non-GAAP gross profit was $214 million, up 11% year-over-year, with a non-GAAP gross margin of 90% [30] - Adjusted EBITDA was approximately $79 million, up 21% year-over-year, with an Adjusted EBITDA margin of 33% [31] - Non-GAAP diluted earnings per share was $0.57, reflecting a 30% year-over-year increase [34] Business Line Data and Key Metrics Changes - U.S. CarSID grew 8% year-over-year, with 1,182 new paying U.S. dealers added [29] - International operations saw revenue growth of 27% year-over-year, with international CarSID up 15% year-over-year [29] - Digital Deal adoption surpassed 12,500 dealers, with significant growth in high-value actions such as financing applications and deposits [21] Market Data and Key Metrics Changes - The international market is showing strong growth, with CarGurus adding over 800 customers in Canada and the UK [53] - The company is maintaining lower pricing in international markets to build market share before increasing prices [52] Company Strategy and Development Direction - The company is focused on expanding its suite of data-driven solutions across dealer workflows to enhance profitability [11] - CarGurus aims to deepen monetization through scalable software and data solutions, expanding its addressable market significantly [9][10] - The strategy includes leveraging AI capabilities to enhance dealer performance and consumer experience [24][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth of the marketplace and the early results of new product investments [36] - The company anticipates continued growth in both U.S. and international markets, with a focus on innovation and AI-driven solutions [37] - Management highlighted the importance of building trust and transparency in the consumer journey to enhance engagement [10][17] Other Important Information - The company is winding down the CarOffer transactions business, which is expected to impact revenue from digital wholesale going forward [30] - Cash and cash equivalents at the end of the quarter were $179 million, down from the previous quarter due to share repurchases [34] Q&A Session Summary Question: What is the trend regarding dealers using CarGurus? - Management noted that dealers are using fewer marketplace partners, with the average dropping from three to under two, indicating consolidation towards those offering better ROI [41] Question: How is the ROI for Digital Deal perceived by dealers? - Management indicated that more consumers are engaging in high-value actions, which drives higher quality leads and further ROI for dealers, presenting an opportunity for future pricing power [44][45] Question: What is the growth potential in international markets? - Management expressed pride in international growth and indicated that they are strategically keeping prices lower to build market share before increasing them [52][54] Question: How does CarSID growth relate to dealer rooftops? - Management explained that CarSID growth is influenced by the number of rooftops, with a natural headwind when rooftops grow faster than CarSID [66] Question: What insights are gained from CG Discover? - Management highlighted that CG Discover provides a conversational experience that enhances user engagement and leads to higher conversion rates [72][75]