ZENVIA New Strategic Cycle 4Q & FY 2024 Earnings Presentation Opening Remarks Cassio Bobsin Founder & CEO AI is no longer a promise. It has become a fundamental pillar in how companies engage with their customers. 3 2003 | Startup 2011 | SMS Consolidation 2018 | Portfolio expansion with a focus on CX SaaS 2025 | Zenvia Customer Cloud BUSINESS CYCLES STRATEGIC CYCLES | STARTING THE 4TH CYCLE 4 Innovative Model Flexibility of adoption Use of AI Scalable Revenue 5 Key Financial Highlights Shay Chor CFO Used by ...

Investor Presentation May 2025 Safe Harbor Statement MPUs (1) (3) : This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "aims," "future," "intends," "plans," "believes," "estimates," "confident," "potential," "continue," or other similar expressions. Among other things, quotati ...

Group 1 - Deca Technologies has signed an agreement with IBM to implement its M-Series™ and Adaptive Patterning® technologies in IBM's advanced packaging facility in Bromont, Quebec [1][2] - The collaboration aims to enhance IBM's advanced packaging capabilities, positioning the Bromont plant as a critical hub for high-performance packaging and chiplet integration [2][4] - Deca's M-Series platform is recognized as the highest-volume fan-out packaging technology globally, with over seven billion units shipped, and the MFIT™ technology offers cost-effective alternatives for chiplet integration [3][6] Group 2 - The partnership reflects a shared commitment to advancing semiconductor packaging, combining IBM's capabilities with Deca's technology to expand the global supply chain for high-performance chiplet integration [4][5] - Advanced packaging and chiplet technology are essential for improving computing solutions in AI and data-heavy applications, with Deca's involvement ensuring IBM's Bromont facility remains innovative [5] - Deca Technologies is a leading provider of advanced packaging technology, with its M-Series™ fan-out technology emerging as a key industry standard for future semiconductor applications [6]

Core Insights - AEM Holdings Ltd. collaborates with Intel Foundry to enhance access to System-Level Test (SLT) and Burn-In capabilities for advanced computing devices, aiming to accelerate time-to-market for fabless customers [1][2][5] Group 1: Collaboration Details - The partnership leverages decades of collaboration to create a mature SLT and Burn-In ecosystem, essential for high-performance computing (HPC) and artificial intelligence (AI) applications [1][2] - AEM provides device-specific configurable test units, advanced handlers, and software support, complementing Intel Foundry's services such as factory automation and test program development [3][9] Group 2: Customer Benefits - Key benefits for customers include enhanced test coverage, reduced capital expenditure, and faster time-to-market, supported by a scalable platform and local engineering teams [5][6][9] - The collaboration aims to meet rising performance demands and facilitate chiplet-based architectures, ensuring reliability for AI and HPC applications [5][6] Group 3: Company Overview - AEM Holdings Ltd. is a global leader in test innovation with a presence across Asia, Europe, and the United States, offering comprehensive semiconductor and electronics test solutions [7][8]

Financial Data and Key Metrics Changes - Total revenue for Q4 was $177 million, near the midpoint of guidance, while service revenue totaled $171.6 million, also near the midpoint of guidance [29] - Year-over-year growth in service revenue, excluding Fuse customers, accelerated to 4.6% from 2.7% in Q3, marking the highest growth rate in 10 quarters [10] - For fiscal year 2025, service revenue excluding Fuse customers grew 2.8%, compared to 1.8% in fiscal year 2024 [10] - Gross margin for the quarter was 69%, at the low end of guidance, driven by a revenue mix with lower margin platform usage revenue growing to approximately 13.5% of total revenue [30] - Operating margin was 10%, at the high end of guidance, with stock-based compensation declining to 4.6% of total revenue, a multiyear low [31] Business Line Data and Key Metrics Changes - The number of customers with three or more products increased 13% year-over-year to over 700 customers, indicating successful cross-selling [11] - Sales of Microsoft Teams integration saw new license sales up 72% in Q4, with cumulative licenses sold growing 30% year-over-year to over 550,000 seats [12] - The transition from the legacy Fuse platform is on track, with remaining revenue from Fuse customers reduced to under 5% of service revenue, down from approximately 11% in Q4 2024 [29] Market Data and Key Metrics Changes - The company noted a shift in the economic picture due to recent tariff actions and global uncertainty, impacting sales cycles and spending [7] - The U.S. market experienced some chaos in March and April, with elongated deal cycles, while the rest of the world continued to perform steadily [44] Company Strategy and Development Direction - The company is focused on building a durable, cash-generative business that creates long-term value, emphasizing disciplined execution and platform innovation [7] - A massive transformation began in fiscal year 2023, with a clear plan to fix the financial model, invest in innovation, and improve customer experience outcomes [9] - The go-to-market model has been rebuilt around solution selling and partner enablement, with ongoing adjustments to improve performance [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's future, citing a solid foundation for growth and the expectation of high single-digit revenue growth and double-digit operating margins in the coming years [25] - The company anticipates that the headwinds from the Fuse platform will lessen significantly in fiscal year 2027, allowing for improved growth rates [25] - Management remains realistic about challenges ahead but sees signs of a tailwind, with growth accelerating in the core business [24] Other Important Information - The combined cash flow from operations for fiscal years 2024 and 2025 is the highest in the company's history, representing over half of its market capitalization [10] - The company has made significant progress in debt reduction, with over $209 million reduced since August 2022, enhancing financial flexibility [28] Q&A Session Summary Question: What are you hearing from your field reps regarding macro impacts? - Management noted elongated deal cycles and some shrinking depending on urgency, with a calmer environment in May compared to earlier months [42][43] Question: Can you clarify the status of your go-to-market changes? - The company is approximately 60-70% through the go-to-market rebuild, focusing on solution selling and fine-tuning processes [46] Question: What is the adjusted service revenue growth forecast for fiscal year 2026, excluding Fuse? - The company expects positive growth rates for fiscal year 2026, with the headwinds from Fuse expected to diminish [48][52] Question: What is driving the expected high single-digit growth by fiscal year 2028? - Growth is anticipated from increased multi-product customers, improved retention rates, and the rollout of new products [76][80] Question: How is the cash flow guidance for fiscal year 2026 structured? - The guidance reflects investments in growth, with a focus on maintaining stable net income despite some margin compression [60] Question: Why is the company winning in the CCaaS space? - The company offers a complete solution with best-in-breed technology from a single vendor, which is appealing to mid-market and enterprise customers [64][66]

Company Overview - Dogness (International) Corporation is a developer and manufacturer of a comprehensive line of pet products, including Dogness-branded, OEM, and private label items [1][4] - The company was founded in 2003 and focuses on enhancing the relationship between pets and their caregivers through smart products, hygiene products, health and wellness products, and leashes [4] Strategic Acquisition - Dogness has entered into a share acquisition agreement to acquire a 19.5% equity interest in Dogness Intelligent Technology Co., Ltd. (DITC) in exchange for Class A common shares and warrants [1] - This acquisition aligns with Dogness's strategic goals, particularly in the growing petcare technology sector [3] DITC Overview - DITC, established in 2018, specializes in the research and development of Internet of Things (IoT) and app platforms in the pet industry [2] - The company aims to create user-centered intelligent petcare devices and applications that monitor pet activities and health data [2] Market Trends - There is a growing focus on pet health and wellness, driven by advancements in IoT, AI, and data analytics, which increases demand for pet tech products [3] - The petcare market is expanding, presenting new opportunities for growth for companies like Dogness and DITC [3]

Firstly, it's worth beginning this analysis by acknowledging how nice it is to be at the dawn of positive market sentiment. My portfolio is currently Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser ...

Many investors came off the sidelines last week after the announcement of a relaxation in trade tensions between the U.S. and China. I was one of them. However, my decision to put some of my money to work had nothing to do with the Trump administration's tariffs. I added to my existing position in Enterprise Products Partners (EPD 0.43%), one of the top midstream energy companies in North America. What's more, I plan to buy even more of this 6.6%-yielding dividend stock. The easy answer Why am I buying and ...

Market Overview - The U.S. equity market in 2025 has faced challenges due to inflation, geopolitical tensions, and rising interest rates, alongside concerns about trade wars in a volatile macroeconomic environment [1] - Despite these challenges, periods of high turbulence present opportunities for investors to acquire shares in attractive stocks at reasonable valuations [1] Nvidia - Nvidia holds a dominant 92% market share in the $125 billion data center GPU market, positioning it as a key player in the growing artificial intelligence (AI) sector [4] - The recently launched Blackwell architecture chips have shown strong momentum, generating $11 billion in revenue in the latest quarter, with performance improvements of 25 times speed and 20 times cost efficiency compared to the previous generation [5] - Nvidia has developed a comprehensive software ecosystem, including the CUDA platform for optimal GPU programming [6] - The stock price has been volatile, dropping nearly 35% from January to April 2025, but has since surged by almost 39% to $135.29 as of May 14, driven by a strategic partnership with Saudi Arabia [6][7] - Nvidia's adaptability to export controls for the Chinese market and improved investor sentiment following a U.S.-China tariff pause have contributed to its positive outlook [8] - Currently trading at 25.4 times forward earnings, Nvidia's valuation is lower than its five-year average of 69.2 times, indicating potential for further growth [9] Amazon - Amazon reported a 9% year-over-year revenue increase to $155.7 billion and a 20% rise in operating income to $18.4 billion for the first quarter of 2025 [10] - Amazon Web Services (AWS) is a significant growth driver, with an annualized revenue run rate of $117 billion, benefiting from a shift in IT spending towards cloud solutions [11] - The company's AI initiatives have reached a "multibillion dollar annual revenue run rate," growing at triple-digit percentages year over year [12] - Amazon is developing a complete AI stack, including custom chips that offer 30% to 40% better price performance than competitors, and a range of foundational models for generative AI applications [13] - Advertising is a key growth area, leveraging Amazon's extensive customer reach and e-commerce platform to engage targeted audiences [14] - Retail operations are improving through a restructured inbound network, enhancing inventory placement and reducing delivery costs [15] - Amazon's Project Kuiper aims to capture a share of the $108 billion satellite internet market by 2035, following successful satellite launches [16] - Trading at approximately 28.6 times forward earnings, Amazon's valuation is below its five-year average of 53.6 times, making it an attractive long-term investment [17]

Core Viewpoint - June is a critical month for Tesla, with the potential for significant stock movement depending on the launch of the Robotaxi service [2][3][4] Group 1: Tesla's Current Situation - Tesla's stock has declined 15% year-to-date as of May 15, making it one of the poorest performers among major AI stocks [1] - The company's electric vehicle (EV) business has experienced stalled growth, which is concerning for investors [3] Group 2: Robotaxi Launch - CEO Elon Musk is focused on launching the Robotaxi service in Austin, Texas, which is seen as a pivotal moment for the company [4][6] - The Robotaxi initiative has been a key part of the bullish narrative surrounding Tesla, and the company is now ready to compete with ride-hailing services like Uber and Lyft [6][7] Group 3: Investor Sentiment and Expectations - While the launch of Robotaxi is exciting, it is important for investors to remain cautious due to Tesla's history of missed deadlines [7][8] - Musk has indicated that the financial impact of Robotaxi will not be significant until mid-next year, suggesting that initial results may not be indicative of long-term success [8][12] Group 4: Market Reactions - If the Robotaxi launch is successful, Tesla's stock could see a significant increase, as recent trends show a slight uptick in share prices [9][11] - However, there is uncertainty regarding how tariff negotiations are affecting Tesla's business, which adds to the volatility of the stock [11][12] Group 5: Future Outlook - The Robotaxi service is expected to expand globally, providing future investment opportunities if it proves to be a profitable extension of Tesla's EV business [13][14]