Accessibility StatementSkip Navigation Third-Largest U.S. Not-For-Profit Health Care Organization Unifies HR, Finance, and Supply Chain on Workday's AI-Powered Platform to Improve Efficiency, Decision-Making, and Care Delivery A Unified Platform Powering Simpler Work, Better Decisions, and More Time for Patient Care With Workday HCM, Advocate Health has simplified how employees manage everyday tasks. Staff can request time off, approve schedules, and check pay right from their phones – freeing up time to fo ...

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $886 million, representing a 28% year-over-year increase and exceeding the high end of guidance [5][19] - Free cash flow was $214 million, with a free cash flow margin of 24% [6][24] - Gross profit was $719 million, resulting in a gross margin of 81.2%, slightly up from 80.9% in the previous quarter [24][25] Business Line Data and Key Metrics Changes - The number of customers increased to approximately 32,000, up from about 29,200 a year ago [5] - 4,060 customers had an ARR of $100,000 or more, up from 3,490 a year ago, contributing about 89% of total ARR [5][6] - Security ARR growth was in the mid-50% year-over-year, up from mid-40% in the previous quarter [9] Market Data and Key Metrics Changes - The company saw strong revenue growth from both AI-native and non-AI customers, with non-AI existing customer usage growth being the highest in 12 quarters [4][21] - AI-native customers represented 12% of total revenue in Q3, up from 11% in the previous quarter [22] Company Strategy and Development Direction - The company is focused on digital transformation and cloud migration as long-term growth drivers, with significant investments in AI observability products [18][19] - The strategy includes expanding product offerings and enhancing customer engagement through new go-to-market motions [15][31] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand environment, noting broad-based positive trends in cloud migration and digital transformation [4][18] - The company anticipates continued growth in AI adoption and plans to leverage this for future revenue opportunities [19][45] Other Important Information - The company supports over 1,000 integrations, allowing customers to correlate disparate data sources for deeper analysis [12] - The company has been recognized as a leader in the 2025 Gartner Magic Quadrant for digital experience monitoring [8] Q&A Session Summary Question: GPU monetization versus CPU monetization - Management indicated that while products for GPU monitoring are being developed, they do not yet generate significant revenue [29] Question: Enterprise trends in non-AI cohort - Management attributed improved performance to a positive demand environment, increased sales capacity, and successful product development [30][31] Question: Nature of AI-native customers - The AI-native customer base is diverse, including model builders and various applications, indicating broad adoption across the sector [34] Question: Expansion of contract with largest AI-native customer - Management clarified that higher commitments typically lead to better pricing, resulting in improved economics for customers [36] Question: Acceleration in security growth - The growth in security is attributed to product maturity, channel investments, and effective go-to-market strategies [38] Question: Impact of AI advancements on OnCall product - Management emphasized that AI advancements enhance the value proposition of the OnCall product by enabling end-to-end incident resolution [40] Question: Duration of non-AI cohort acceleration - Management expressed confidence in the mid to long-term sustainability of growth driven by digital transformation and cloud migration [55]

Accessibility StatementSkip Navigation $9 billion-asset holding company standardizes operations and enhances client and employee experiences MONETT, Mo., Nov. 6, 2025 /PRNewswire/ -- Jack Henryâ"¢Â (Nasdaq: JKHY) announced today that QCR Holdings, Inc. has selected Jack Henry to modernize technology infrastructure, standardize operations, and enable a data-driven growth strategy across its four subsidiary banks. Founded in 1993 and headquartered in Moline, Illinois, QCR Holdings, Inc. is a $9 billion financ ...

Google ( GOOG ) ( GOOGL ) remains one of the single most dominant and innovative companies on the face of the planet, with its leadership across various industries helping the firm generate massive amountsHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a student at Arizona State University with a strong interest in technology and financial markets. I primarily focus on analyzing tech companies, specifically those involved in the AI infrastructure build out, cloud computing, and o ...

Core Insights - Datadog reported a strong third quarter with a revenue growth of 28% year-over-year, reaching $886 million [2][6] - The company achieved significant operational metrics, including $251 million in operating cash flow and $214 million in free cash flow [3][6] - Datadog's customer base expanded, with approximately 4,060 customers generating over $100,000 in annual recurring revenue (ARR), marking a 16% increase from the previous year [2][6] Financial Highlights - Revenue for Q3 2025 was $886 million, a 28% increase from $690 million in Q3 2024 [28] - GAAP operating loss was $(6) million, with a GAAP operating margin of (1)% [6] - Non-GAAP operating income was $207 million, resulting in a non-GAAP operating margin of 23% [6] - GAAP net income per diluted share was $0.10, while non-GAAP net income per diluted share was $0.55 [6] Business Developments - Datadog reached a milestone of over 1,000 integrations on its unified platform, enhancing its observability capabilities [2][6] - The company was recognized as a leader in the 2025 Gartner Magic Quadrant for Digital Experience Monitoring for the second consecutive year [6] - Datadog expanded its support for Oracle Cloud Infrastructure, including new integrations for GPU Monitoring and Cloud Cost Management [6] Outlook - For Q4 2025, Datadog expects revenue between $912 million and $916 million [6] - The full-year 2025 revenue outlook is projected to be between $3.386 billion and $3.390 billion [12]

Core Insights - EPAM Systems, Inc. reported a third quarter revenue of $1.394 billion, reflecting a year-over-year increase of 19.4% [5][6] - The company raised its full-year revenue growth outlook for 2025 to a range of 14.8% to 15.2% [5][6] - CEO Balazs Fejes emphasized the company's focus on AI and AI-native innovation as a key driver for growth [2] Financial Performance - Third quarter revenues increased by $226.8 million compared to the same period in 2024 [6] - GAAP income from operations was $144.9 million, a decrease of 18.1% year-over-year [6] - Non-GAAP income from operations was $222.8 million, showing a slight decrease of $0.1 million compared to the previous year [6] - GAAP diluted EPS was $1.91, down 19.4% from $2.37 in the third quarter of 2024 [6] - Non-GAAP diluted EPS was $3.08, a decrease of 1.3% from $3.12 in the same quarter last year [6] Cash Flow and Shareholder Returns - Cash provided by operating activities for the first nine months of 2025 was $372.0 million, down from $428.9 million in the same period of 2024 [6] - The company repurchased $82.1 million of its stock in the third quarter and announced a new share repurchase plan for up to $1 billion [5][6] Outlook - For the full year 2025, EPAM expects revenues to be in the range of $5.430 billion to $5.445 billion, with a year-over-year growth rate of 15.0% at the midpoint [6] - The company anticipates GAAP diluted EPS to be in the range of $6.75 to $6.83 and non-GAAP diluted EPS to be between $11.36 and $11.44 [5][6] Workforce and Strategic Initiatives - Total headcount was approximately 62,350 as of September 30, 2025, with a 0.5% increase in delivery professionals since June 30, 2025 [6] - The company is investing in AI and AI-native innovation to enhance its strategic positioning in the market [2][9]

Business Processing Outsourcing Market to Reach USD 583.41 Billion by 2030 Driven by AI-Enabled Automation and Cost-Efficient Service Models Digital TransformationHareesh4 min read·Just nowJust now--Business Processing Outsourcing Market OutlookThe business process outsourcing market size touched USD 406.34 billion in 2025 and is projected to reach USD 583.41 billion by 2030, registering a 7.5% CAGR. This growth is driven by the increasing adoption of AI-enabled, outcome-focused service delivery and cloud-f ...

Financial Data and Key Metrics Changes - The company reported a slight increase in revenue for Q3 2025 compared to Q3 2024, with adjusted EBITDA slightly ahead of expectations, resulting in a 52.8% adjusted EBITDA margin [4][19] - Free cash flow for Q3 2025 was $44.4 million, up 32% from $33.6 million in Q3 2024, driven by strong adjusted EBITDA conversion and outstanding collections [5][19] - The company expects free cash flow for the year to exceed $95 million, ahead of original expectations [5] Business Line Data and Key Metrics Changes - Corporate channel revenue reached a record $56.3 million, a 6.1% increase from $53.1 million in Q3 2024, driven by strong performance in upper enterprise accounts and public sector business [8][17] - SOHO business revenue was $31.5 million, representing a strategic planned decline of 9.2% from $34.7 million in Q3 2024, reflecting a focus on optimizing profitability [12][18] - Corporate ARPA was $293 for the quarter, down from $301 in Q2 2025 and $310 in Q3 2024, influenced by the expansion of the SMB cohort [10][18] Market Data and Key Metrics Changes - The corporate customer base expanded to approximately 65,000, up over 12% from 58,000 in Q3 2024 [9][17] - The VA segment saw record high usage and revenue, unaffected by the government shutdown, indicating strong adoption [11][12] - SOHO cancellation rate improved to 3.71% from 3.84% in the previous quarter, reflecting better customer retention [13][18] Company Strategy and Development Direction - The company is focused on expanding its corporate SMB and upper enterprise markets while maintaining a strong emphasis on healthcare [15] - A brand refresh for eFax aims to unify the company's advanced solutions under a familiar name, enhancing market trust [14][15] - The company plans to continue opportunistic repurchases of both debt and equity as part of its capital allocation strategy [6][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory of the VA segment, anticipating continued expansion and increased adoption [28] - The company acknowledged potential near-term headwinds in the SOHO segment due to changes in the search environment, but is executing a recovery plan [13][50] - Management expects to provide full-year 2026 guidance in early 2026, indicating a positive outlook for future performance [53] Other Important Information - The company drew approximately $200 million from its credit facility to retire a like amount of 6% notes, reducing total indebtedness significantly [6][22] - The company ended Q3 2025 with cash of approximately $98 million, sufficient to fund operations and repurchases [21] Q&A Session Summary Question: Can you talk about the VA and corporate sales? - Management noted that the VA continues to expand, with increased usage and ongoing rollout to new facilities, expecting growth to continue into 2026 [28] Question: What is the current penetration of VA sites? - The company is more than 50% deployed in terms of raw numbers, but not all sites are fully utilized yet, indicating potential for future growth [30] Question: What is the expected deceleration rate for SOHO revenue? - Management indicated it is difficult to predict, but expects the decline to continue into 2028 or later, with a focus on stabilizing the customer base [34] Question: Can you discuss advanced product upsells into corporate? - Management highlighted strong performance in AI product adoption and integration services, which are key drivers of revenue growth [37] Question: What factors influenced the decline in SOHO paid ads? - The decline was attributed to a spike in customer acquisition costs and changes in the search environment, with recovery measures already in place [40] Question: Can the VA revenue grow from $10 million to $20 million? - Management indicated that while the current focus is on the eFax platform, there is potential for upselling additional solutions into the VA in the future [42]

Core Insights - Logicalis US has been recognized as the Managed Services Partner of the Year for the Americas at the Cisco Partner Summit 2025, highlighting its excellence in service delivery and innovation [1][3] - The company has been a Cisco partner for over 25 years and is one of only five Global Gold partners, showcasing its long-standing commitment to technological advancement [2] - Logicalis emphasizes its role as "Architects of Change," focusing on delivering next-generation digital managed services that enhance business agility and sustainability [3][4] Company Overview - Logicalis operates with annualized revenues of $1.7 billion and has a global presence in 27 countries, serving over 10,000 clients across various industries [5][6] - The company provides lifecycle services in cloud, connectivity, collaboration, and security, aimed at optimizing operations and reducing risks for its clients [4][5] - As part of Datatec Limited, which has revenues exceeding $4.6 billion, Logicalis leverages its extensive resources to drive sustainable outcomes through technology [6] Strategic Focus - The company is dedicated to shaping the future of digital managed services, with a particular focus on real-time visibility and actionable insights across clients' digital ecosystems [5] - Logicalis has pioneered the delivery of Cisco Private 5G as-a-service, reflecting its commitment to innovation in the managed services sector [2] - The partnership with Cisco is positioned as a key driver for sustainable outcomes and operational optimization for organizations [3]

Core Insights - NEURONES reported a 5.1% organic growth in revenues for the third quarter of 2025, despite a declining French market [1][3] - The company achieved third-quarter revenues of €207.9 million, reflecting a 5.7% increase compared to the same period in 2024 [2] - The operating margin for the third quarter improved to 9.6%, up from the first half of the year, with a nine-month margin of 8.4% [3] Financial Performance - Third quarter revenues for 2025 reached €207.9 million, up from €196.7 million in 2024, marking a growth of 5.7% [2] - Total revenues for the first nine months of 2025 were €632.2 million, a 5.5% increase from €599.1 million in 2024, with organic growth at 4.7% [2] Achievements - NEURONES maintained strong growth in key areas such as Data & AI, digital projects, ITSM assignments, and Business Process Management [3] - The company’s turnover remained at a low level, but the operating margin showed improvement [3] Outlook - NEURONES is now targeting annual revenues exceeding €850 million and an operating profit of at least 8% for the full year, following the positive trends observed in the third quarter [4]