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]

Financial Data and Key Metrics Changes - Innodata reported record revenue of $62.6 million for Q3 2025, representing a 20% year-over-year organic growth and a 7% sequential growth [4][23] - Adjusted EBITDA was $16.2 million, or 26% of revenue, up 23% sequentially, indicating margin expansion despite growth investments [4][23] - Cash increased to $73.9 million, up by $27 million since year-end and $14.1 million since last quarter [4][23] - Net income for Q3 2025 was $8.3 million, a decrease from $17.4 million a year ago, primarily due to a tax benefit from net operating loss carry forward in Q3 2024 [23] Business Line Data and Key Metrics Changes - The company is experiencing strong deal momentum with big tech customers, forecasting growth from six out of eight major clients [5][6] - New initiatives in 2025, including the creation of pre-training data at scale, are expected to generate approximately $68 million in potential revenue [8][9] Market Data and Key Metrics Changes - The launch of Innodata Federal aims to deliver AI solutions to U.S. defense and intelligence agencies, with an initial project expected to generate around $25 million in revenue [9][10] - The company is engaging with sovereign AI entities globally, indicating a growing interest in AI services across various regions [12][13] Company Strategy and Development Direction - The company is focused on deepening relationships with high-value tech customers and expanding into new markets, including federal and sovereign AI [5][9] - Six strategic investment areas have been identified for 2025, including pre-training data, model safety, and enterprise AI, which are expected to drive growth in 2026 [16][20] Management's Comments on Operating Environment and Future Outlook - Management reiterated guidance for 45% or more year-over-year growth in 2025, with expectations for transformative growth in 2026 [4][23] - The federal government's emphasis on AI and streamlined procurement processes present a favorable environment for Innodata's growth [29] Other Important Information - The company appointed new board members with expertise in digital transformation and defense, enhancing its leadership for future growth [18] - Innodata was ranked No. 24 on Time Magazine's list of America's Top 500 Growth Leaders for 2026, highlighting its ability to capture trends [19] Q&A Session Summary Question: Potential contract wins and their impact on 2026 - Management indicated that annualized recurring revenue from contracts mentioned would primarily contribute to 2026 [24] Question: Incremental SG&A spending explanation - The $8.2 million in incremental SG&A is year-over-year compared to 2024 [25] Question: Stability of the relationship with the largest customer - The relationship is strong and stable, with potential for significant new programs [26][27] Question: Federal market win and GSA process - The timing for entering the federal market is ideal due to government prioritization of AI and procurement liberalizations [28][29] Question: Services market potential compared to model builder market - The enterprise services market is expected to be significantly larger than the model builder market, with early deployments showing cost reductions for clients [30]

Financial Data and Key Metrics Changes - In Q3 2025, consolidated revenue was $239 million, up 3% year-over-year [27] - Marketplace revenue was $232 million, reflecting a 14% year-over-year increase, driven by subscription-based listings revenue [28] - Non-GAAP gross profit was $214 million, up 11% year-over-year, with a non-GAAP gross margin of 90%, an increase of about 650 basis points [29] - Adjusted EBITDA was approximately $79 million, up 21% year-over-year, with an adjusted EBITDA margin of 33%, up about 490 basis points [30] - Non-GAAP diluted earnings per share was $0.57, reflecting a 30% year-over-year increase [32] Business Line Data and Key Metrics Changes - U.S. CarSID grew 8% year-over-year, with 1,182 new paying U.S. dealers added, marking the seventh consecutive quarter of positive net dealer adds [28] - International operations saw revenue growth of 27% year-over-year, with international CarSID up 15% year-over-year [28] - Wholesale revenue was approximately $2 million, and product revenue was roughly $5 million, as the company ceased facilitating transactions in the CarOffer business [29] Market Data and Key Metrics Changes - The international market is showing strong growth, with a focus on building market share while maintaining competitive pricing [42][44] - The company is experiencing a trend of dealers using fewer marketplace partners, indicating consolidation in the market [37] Company Strategy and Development Direction - The company is expanding its suite of data-driven solutions across dealer workflows to enhance profitability [10] - New product innovations include Price Vantage, a machine learning-based pricing tool, and CG Discover, a GenAI-powered shopping assistant [10][16] - The strategy focuses on deepening monetization across four key pillars: inventory, marketing, conversion, and data [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength and growth of the marketplace, with expectations for continued investment in AI-centric innovations [35] - The company anticipates capturing more dealer wallet share and deepening consumer engagement to support long-term growth [27][35] - Management noted that the combination of proprietary data and machine learning positions the company for new levels of intelligence and efficiency [26] Other Important Information - The company is winding down the CarOffer transactions business, which is expected to be accounted for as a discontinued operation in Q4 [29] - The company has approximately $55 million remaining on its share repurchase authorization [32] 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 [37] Question: How is the ROI for Digital Deal perceived by dealers? - Management highlighted that 80% of consumers want to engage more online, and the Digital Deal program is packaged into premium tiers, driving higher quality leads and ROI for dealers [39] Question: What are the growth prospects in international markets? - Management expressed pride in international growth, emphasizing the importance of lead quality and competitive pricing to attract dealers [42][44] 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 [50] Question: What insights are generated from Dealership Mode? - Management indicated that Dealership Mode provides valuable consumer insights, helping dealers understand customer interests and financing needs [58][59]

Financial Data and Key Metrics Changes - Q3 revenue reached $42 million, representing a 68% year-over-year increase [25][30] - Year-to-date revenue for 2025 is $114 million, up 127% compared to the previous year [4] - GAAP gross margin was 43%, while non-GAAP gross margin was 59% [31][32] - GAAP net loss was $109.3 million, with a non-GAAP net loss of $13 million [34] Business Line Data and Key Metrics Changes - All three business pillars grew in double digits, with significant contributions from IoT, enterprise, and restaurant sectors [30][31] - The automotive sector faced pressure due to global tariffs and industry softness, but there are signs of improvement [31] - The company has diversified its industry mix, with no single customer contributing more than 10% of revenue [31] Market Data and Key Metrics Changes - Strong adoption in the IoT and robotics market, including a significant deal with a large Chinese company for AI-enabled smart devices [11] - Continued penetration in the automotive market, with new partnerships and deployments [12][14] - Expansion in financial services, energy, retail, and healthcare sectors, with multiple new contracts signed [12][15][16] Company Strategy and Development Direction - The company is focusing on enterprise AI and agentic AI solutions, leveraging its long history of innovation [18][19] - The acquisition of Interactions aims to enhance workflow orchestration capabilities and expand market reach [10][18] - The company is preparing for the launch of Voice Commerce in 2026, integrating voice AI with various services [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential of enterprise AI and the company's ability to capitalize on market opportunities [24][36] - The company expects to achieve revenue between $165 million and $180 million for the full year 2025 [36] - Anticipated acquisition cost synergies of approximately $20 million on an annual run-rate basis will be realized more fully in 2026 [37] Other Important Information - The company celebrated its 20th anniversary, highlighting its long-term focus and strategic execution [4] - The company is actively investing in innovation and expanding its product capabilities to maintain technological leadership [32][36] Q&A Session Summary Question: About the eight-figure Chinese robotics deal - The deal involves a robotics company, not a humanoid robot, with a commitment of double-digit millions over the next two to three years [38][39] Question: Impact of the Interactions acquisition - The acquisition is expected to enhance capabilities in automotive, technology services, retail, financial services, and healthcare [40][41] Question: Percentage of revenue from term license versus SaaS within Amelia - The majority of revenue is recurring, with a shift towards outcome-based contracts [42][44] Question: Number of customers committed to upgrading to Amelia 7 - The company expects about 75% of customers to migrate to Amelia 7 by mid-next year [45] Question: Update on the competitive environment - The company feels confident in its competitive position, leveraging its own technology against competitors who rely on third-party models [56][57]

Financial Data and Key Metrics Changes - Core revenue for Q1 2026 reached $358 million, representing a 14% year-over-year growth, hitting the top end of guidance [4][26] - Non-GAAP operating margin expanded to 17%, a significant increase due to a focus on profitability [5][28] - Non-GAAP operating income was $68 million, exceeding guidance by $10 million, driven by disciplined expense management [26][29] Business Line Data and Key Metrics Changes - BILL APAR revenue grew 10% year-over-year, with transaction revenue at $123 million, up 12% [26][28] - Subscription revenue increased by 6%, with 4,000 net new customers added during the quarter [27][28] - Spend and expense revenue totaled $157 million, reflecting a 19% growth year-over-year, with card payment volume increasing by 21% [28][29] Market Data and Key Metrics Changes - The company signed three new embedded partnerships with NetSuite, Paychex, and Acumatica, collectively serving nearly 1 million small and mid-sized customers [7][8] - The partnerships are expected to significantly enhance BILL's reach and support for SMBs, representing an estimated $1 trillion in annual payment volume [7][8] Company Strategy and Development Direction - The company is focused on intelligent automation and efficient operations to drive business results and expand platform value [4][5] - The Embed 2.0 strategy aims to reduce friction for partners and enhance customer engagement through integrated solutions [6][9] - The introduction of AI agents is set to transform financial workflows, making them more efficient and touchless [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to reshape financial operations for SMBs, emphasizing the importance of trust and customer relationships [5][6] - The company is building a more efficient organization, with a focus on aligning cost structures and streamlining operations for sustainable success [16][29] - Future guidance for Q2 2026 anticipates total revenue between $395-$405 million, reflecting a 12%-15% year-over-year growth [32][33] Other Important Information - The company has processed over $1 trillion in transaction volume and holds a rich dataset of verified financials, enhancing its competitive advantage [11][12] - A reduction in force of approximately 6% was executed, incurring $9 million in restructuring charges, aimed at improving profitability [29][30] Q&A Session Summary Question: Update on move-up market strategy and customer numbers - Management noted that the focus on mid-market has evolved into a deliberate strategy, with steady progress in acquiring larger customers, which typically have higher ARPU [36][37] Question: Discussion on AI and its monetization - Management highlighted the unique data set and expertise in financial operations, emphasizing the potential for AI agents to drive efficiency and create additional value for customers [38][39] Question: Clarification on the rule of 40 and its implications - Management stated that profitability is part of the company's DNA, and they are comfortable with the rule of 40 as a target for balancing growth and margin [44][45] Question: Insights on Embedded 2.0 initiative with NetSuite - Management explained that the partnership with NetSuite involves integrating payment functionalities into their ERP, with a revenue-sharing model to incentivize volume [50][53] Question: Update on invoice financing initiative - Management reported strong growth in the invoice financing program, which is part of the emerging ad valorem portfolio, with a focus on balancing growth and profitability [59][60]

Core Insights - Franklin Templeton and Wand AI have established a multi-year strategic partnership aimed at enhancing agentic AI capabilities within the asset management sector [1] Company Summary - The partnership will focus on advancing the use of artificial intelligence in investment strategies and asset management processes [1] - Franklin Templeton aims to leverage Wand AI's technology to improve decision-making and operational efficiency in managing assets [1] Industry Summary - The collaboration signifies a growing trend in the asset management industry towards integrating advanced AI technologies to optimize investment outcomes [1] - This partnership reflects the increasing importance of AI in driving innovation and competitive advantage within the financial services sector [1]