Core Insights - Capgemini is leading a paradigm shift in mainframe modernization with a new automated offering that enables organizations to unlock value from legacy systems at unprecedented speed and accuracy [1][3] - The new approach utilizes generative and agentic AI to convert legacy mainframe applications into modern, agile, and cloud-friendly formats, enhancing cost savings, agility, and data quality [1][2] Group 1: Automated Mainframe Application Refactoring - The automated refactoring process involves using tools to convert legacy applications, such as those written in COBOL, into modern architecture, supported by generative AI assistants and AI agents [2] - This offering includes rigorous automated testing to ensure faster, higher-quality transformations and reduced business risks [2] Group 2: Market Position and Client Success - Capgemini's automated approach provides a comprehensive understanding of an enterprise's legacy landscape, enabling complete refactoring of mainframe applications for greater efficiency [3] - The company has delivered tangible results for blue-chip clients, including a major life insurance firm in the USA, by significantly accelerating the conversion to a modernized Policy Admin System [3] Group 3: Recognition and Experience - Capgemini was named a leader in The Forrester Wave™: Application Modernization and Multicloud Managed Services, Q1 2025 [4] - The company has over 55 years of experience in delivering complex mainframe modernization programs and possesses deep domain knowledge and understanding of industry regulations [3]

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $11.4 million, impacted by seasonal call traffic factors and timing of new sales, but expected to benefit the overall 2025 financial plan on a run rate basis [14] - Gross margin increased by approximately 8% compared to Q1 2023, indicating a strengthened financial profile due to operational efficiencies [6][14] - The company anticipates achieving more than $12.5 million in quarterly revenue by the end of 2025, translating to an annualized revenue run rate of $50 million or better [15] Business Line Data and Key Metrics Changes - The company has consolidated its technology stack into a single cloud-based architecture, enhancing operational efficiency and enabling the introduction of new AI products [5][6] - The launch of the Engage for Service product aims to help auto service departments recover missed opportunities and increase revenue, representing a multimillion-dollar opportunity [8][10] Market Data and Key Metrics Changes - Marchex has secured deferred or exclusive access to approximately 9,000 auto franchise dealerships, expanding its market footprint significantly [10] - The company is strategically positioned in four core verticals: auto, auto services, home services, and healthcare, with plans to deepen its presence in these high-value markets [7] Company Strategy and Development Direction - The company is focused on accelerating growth through innovative AI solutions, expanding sales channels, and enhancing its product capabilities across all business functions [7][12] - Marchex aims to scale into a $100 million annual revenue business in the coming years, leveraging its first-party conversational data to drive innovative solutions for Fortune 500 companies [17] Management's Comments on Operating Environment and Future Outlook - Management acknowledges some uncertainty due to the macroeconomic climate but believes the current momentum positions the company well for future growth [15][16] - The company is committed to maintaining financial discipline while driving sustainable growth and delivering value to customers and shareholders [18] Other Important Information - Marchex has adopted a new share repurchase program and reported the sale of an unused domain, indicating proactive financial management [16] Q&A Session Summary - There were no questions from participants during the Q&A session, indicating a lack of immediate inquiries or concerns from stakeholders [19]

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $1.2 million, reflecting ongoing progress in partner programs [20] - Research and development expenses increased to $16.4 million from $12.2 million in the prior year, driven by advancements in internal programs and increased personnel costs [21] - Selling, general and administrative expenses rose to $9.5 million from $8.7 million in the prior year, primarily due to higher stock compensation expenses [21] - The company ended the quarter with $134 million in cash and short-term investments, up from $112.4 million at the end of 2024 [21][22] Business Line Data and Key Metrics Changes - The company initiated its first in-human clinical trial for ABS 101, marking its transition to a clinical stage biotech [7][19] - ABS 101 is a potential best-in-class anti-CL1A antibody, with a focus on safety, tolerability, pharmacokinetics, and pharmacodynamics in a trial involving approximately 40 healthy adult volunteers [8][9] - ABS 201, targeting androgenetic alopecia, is progressing towards a first-in-human trial expected in early 2026, with promising preclinical data supporting its efficacy [11][13] Market Data and Key Metrics Changes - The market for androgenetic alopecia treatments is significant, affecting approximately 80 million adults in the U.S. alone, with ABS 201 representing a potential new category of therapy [11] - The company is exploring additional indications for ABS 201 beyond androgenetic alopecia, including endometriosis [37] Company Strategy and Development Direction - The company aims to leverage its AI platform to design novel therapeutics that address unmet medical needs, focusing on high-value proprietary internal programs [18][22] - The strategy includes retaining and developing ABS 201 through later stages of clinical development to maximize value [20] - The company is also pursuing partnerships with large pharma companies to enhance its drug creation capabilities [17][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute across its portfolio, with a strong balance sheet supporting ongoing investments in internal programs [22][24] - The FDA's recent proposals to reduce animal testing align with the company's AI-driven approach to drug development, positioning it favorably in the evolving regulatory landscape [15][16][70] Other Important Information - The company is advancing a bispecific program alongside ABS 101, with details to be shared later for competitive reasons [10] - The company is committed to innovation and improving patient outcomes through its AI-driven drug discovery platform [17][25] Q&A Session Summary Question: What are the expectations for ABS 101's phase one trial results? - Management is looking for a favorable safety profile and target engagement data similar to previous presentations [28][29] Question: Can ABS 201 be self-administered in the future? - Management believes it could be self-administered but will initially work with dermatologists for effective administration [31] Question: How is the market segmentation for ABS 201 being approached? - The company sees potential efficacy across various segments of the androgenetic alopecia population and will evaluate this in clinical trials [35][36] Question: What is the expected dosing strategy for ABS 201 based on NHP data? - The anticipated dosing is every eight to twelve weeks, with a treatment period of six months [41] Question: What is the strategy behind pursuing a novel target for the bispecific antibody? - The company aims to explore a difficult-to-drug target that could provide strong synergy with its existing assets [76][77]

Intapp (INTA) FY Conference May 13, 2025 03:50 PM ET Speaker0 Hello, everyone. My name is Alexey Goglef, and today, I'm, delighted to welcome back to Boston TMC the Intact Group CEO, John Hall, and, CFO, Dave Morton. Welcome. Thank you for joining. And, John, I guess, maybe we could start, with an overview of the business. Obviously, it's been public for four years. But, maybe for those that are less familiar with, some of the verticals that you serve, you could perhaps give us a breakdown of the ARR and ta ...

1Q25 investors .ciandt.com Hello, We are your CI&T presenters today: Eduardo Galvão IR Director Cesar Gon Founder & CEO Bruno Guicardi Founder & NAE President Stanley Rodrigues Partner, CFO Submit your question via email to investors@ciandt.com Q&A SESSION investors.ciandt.com SAFE HARBOR AND NON-IFRS MEASURES FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. ...

Summary of Taboola.com (TBLA) FY Conference Call - May 13, 2025 Company Overview - **Company**: Taboola.com (TBLA) - **Industry**: Performance Advertising - **Core Business**: Taboola is a leading global performance advertising platform that helps businesses place performance ads across the open internet, leveraging unique data and AI to target ads effectively [7][8][9]. Financial Projections - **2025 Revenue Projection**: Expected to achieve approximately $1.9 billion in revenue [10]. - **EBITDA Margin Target**: Aiming for 30% EBITDA margins, translating to about $211 million to $212 million in adjusted EBITDA [10]. - **Free Cash Flow Conversion**: Targeting a conversion rate of 50% to 60% of adjusted EBITDA to free cash flow, with expectations to be closer to the 60% end [10]. New Product Launch - **Realize Platform**: Introduction of a new advertising platform that expands beyond native advertising to include display ads and vertical video ads, allowing performance advertisers to achieve their goals across various media formats [11][12]. Market Position and Strategy - **Addressable Market Expansion**: The company aims to capture a larger share of the display ad market, which is three times larger than the native ad market [13]. - **Performance vs. Branding**: Emphasizes the difference between performance advertising (specific goals like CPA and CPL) and branding advertising, noting a gap in the market for automated performance advertising solutions [14][15][16]. - **Unique Data Advantage**: Taboola's data is derived from being hard-coded on publisher pages, providing a unique targeting capability that competitors may struggle to replicate [28][29]. Competitive Landscape - **End-to-End Solution**: Taboola operates as both a Demand-Side Platform (DSP) and Supply-Side Platform (SSP), providing a competitive edge in the open internet space [26][27]. - **Response to Competitors**: Acknowledges competition from other DSPs and SSPs but believes its unique data and direct relationships with advertisers and publishers provide a significant advantage [27][30]. Generative AI and Technology Integration - **Generative AI Utilization**: The company is integrating generative AI to enhance internal productivity and improve customer experience through tools like Abby, a self-service generative AI assistant for advertisers [70][72][123]. - **Deep Learning AI**: Continues to invest in deep learning AI to optimize ad targeting and improve revenue per ad spot [118][120]. Capital Allocation and Financial Strategy - **Share Buybacks**: The primary focus for excess cash flow is on aggressive share buybacks, with over $90 million repurchased in the first quarter and a half of the year [105]. - **M&A Strategy**: Plans to pursue smaller, tuck-in acquisitions rather than large-scale mergers, while also considering debt repayment as a lower priority following a recent refinancing [106][107]. Yahoo Integration and Performance - **Impact of Yahoo Deal**: The acquisition of Yahoo has significantly increased adjusted EBITDA and free cash flow, although some expected demand sources have not materialized as quickly as anticipated [94][96]. - **Brand Advertiser Engagement**: The company has successfully transitioned several large brand advertisers to its platform, although some have opted to remain exclusive to Yahoo supply [96][97]. Future Outlook - **Focus on Incremental Demand**: Plans to bring in new forms of demand and verticalize the sales team to better serve specific industries [48][49]. - **CTV Opportunities**: Exploring potential in Connected TV (CTV) advertising, particularly in connecting video ads to performance outcomes [36][37]. Key Takeaways - Taboola is positioning itself as a leader in performance advertising by leveraging unique data and AI technology to meet the evolving needs of advertisers. - The company is focused on expanding its market reach, improving profitability through technology, and maintaining a strong financial position through strategic capital allocation.

Comscore Conference Call Summary Company Overview - **Company**: Comscore - **Industry**: Media Measurement and Analytics Key Points and Arguments Cross-Platform Measurement - Comscore is focusing on cross-platform capabilities, which were a key thesis when merging with Rentrak in 2016. This capability is increasingly important in the current media landscape [5][6] - Cross-platform measurement has grown from less than 10% of Comscore's business to an expected 20% by 2025, with a growth rate of 30-40% annually [6][37] - The industry still operates in silos, making it challenging to implement cross-platform solutions effectively [7][8] Market Dynamics - The shift in consumer viewing habits has led to a fragmentation in media consumption, with linear television viewing dropping to 50% of all audiences [8][9] - Comscore's competitive advantage lies in its ability to provide a holistic view of audiences across various platforms, including linear TV, digital, and social media [13][19] Pricing and Revenue - Comscore has successfully increased pricing in certain areas, particularly for its Proximic audience segments, which cater to privacy-compliant advertising [32][36] - The company has renegotiated contracts with major data partners, resulting in significant cost savings, such as $35 million in cash and operating expense savings from a deal with Charter [82][83] Product Development and Innovation - Comscore has launched a curated deal ID capability with Magnite, allowing advertisers to target audiences on trusted publisher sites [23][28] - The company has improved its real-time data turnaround for linear TV to 48 hours, enhancing its advertising optimization capabilities [38][40] Local Measurement - Comscore is recognized as a key player in local measurement, competing effectively against Nielsen, which has faced challenges in this area [62][63] - The local advertising market is valued at $20 billion, and Comscore's investments in this segment are seen as a significant differentiator [62][63] Financial Health - Comscore has made progress on its balance sheet, raising $45 million to support investments in cross-platform capabilities [55][56] - The company acknowledges ongoing challenges with its capital structure but feels more optimistic about its financial flexibility compared to the previous year [59][60] Future Outlook - Comscore believes it is still in the early stages of capitalizing on its cross-platform capabilities and expects continued growth in this area [37] - The company is focused on leveraging its data partnerships and technological investments to maintain its competitive edge in the media measurement space [78][79] Additional Important Insights - The company is not directly involved in creative content measurement but provides valuable insights for content producers on monetization strategies [45][46] - Comscore's partnerships with MVPDs and DTC platforms enhance its measurement capabilities, allowing it to capture a comprehensive view of consumer behavior [76][78] - The local broadcasting landscape remains robust, with significant investments being made in local content, despite challenges in news funding [64][66]

Core Viewpoint - RADCOM Ltd. (RDCM) is expected to report first-quarter 2025 results on May 14, with revenue estimates of $16.5 million, indicating a 16.9% growth year-over-year, and earnings estimates of 22 cents per share, reflecting a 22.2% increase from the previous year [1][2]. Group 1: Financial Performance - RDCM's earnings have exceeded the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 18.9% [2]. - The company's shares have increased by 17.5% over the past year, compared to a 25.5% growth in the Zacks Computer - Networking industry [2]. Group 2: Growth Drivers - The focus on innovation and strategic expansion, particularly through its Cloud GenAI-based assurance solution, is expected to enhance telecom operators' efficiency and customer experiences [3]. - RDCM secured a multi-year contract with Norlys, reinforcing its position as a trusted partner for disruptive telecom companies in Europe [4]. - The company is investing in R&D to develop AI and Generative AI capabilities, which will support network management and automation for telecom operators transitioning to standalone 5G networks [5]. Group 3: Strategic Initiatives - RDCM aims to balance operating leverage by reinvesting in growth areas such as AI-driven automation and mid-tier market expansion, focusing on acquiring profitable customers [6]. - The company is expanding its geographic footprint in Europe and targeting mid-tier operators by productizing its RADCOM ACE solution into scalable packages [6]. - Partnerships, such as the collaboration with ServiceNow, are being leveraged to integrate AI-driven solutions and enhance customer satisfaction [7]. Group 4: Financial Support and Challenges - RDCM received cumulative grants of $684,000 from the Israel Innovation Authority in 2024, with an additional $100,000 in the first quarter [8]. - An increase in expenses to support its growing pipeline and local coverage may impact margins, alongside broader macroeconomic challenges like forex headwinds and competition [10]. Group 5: Recent Developments - In May 2025, RDCM renewed a multi-year, eight-figure contract with a major North American telecom operator, enhancing its network performance and service quality [11]. - In February 2025, the company announced a new high-capacity user plane data capture and analytics solution powered by NVIDIA BlueField-3 DPU, aimed at improving network observability [12].

Summary of Mastercard (MA) FY Conference Call - May 13, 2025 Company Overview - **Company**: Mastercard (MA) - **Industry**: Payments and IT Services Key Points and Arguments Macro Economic Insights - **Consumer Spending**: Strong consumer spending observed in Q1, indicating a healthy consumer environment [6][7] - **Unemployment Rates**: Unemployment levels are at record lows, contributing to consumer spending power [8][9] - **Wage Growth vs. Inflation**: Wage growth is exceeding inflation in most markets, maintaining consumer purchasing power [10][11] Cross-Border Spending - **Trends**: Overall cross-border spending trends remain stable, with a year-to-date growth of approximately 16% in local currency [14] - **Moderation in Specific Markets**: Notable moderation in cross-border travel spending in select markets in the Middle East and Africa [13] Financial Performance and Guidance - **Q1 Performance**: Slightly ahead of expectations due to higher FX volatility and lower rebates and incentives than anticipated [16][17] - **Future Guidance**: Anticipated impacts from FX volatility, lapping of new deals, and the Capital One debit book migration [15][22] Strategic Partnerships and Investments - **CorePay Investment**: Minority investment in CorePay to enhance cross-border payment capabilities, focusing on large ticket payments [30][34] - **Acquisition of Recorded Future**: Acquisition aimed at enhancing cybersecurity capabilities through threat intelligence [56][59] Technology and Innovation - **Mastercard Agent Pay**: New solution aimed at enabling commerce transactions through agents, leveraging tokenization for secure payments [36][38] - **Tokenization Growth**: Approximately 35% of Mastercard's switched transactions are tokenized, leading to improved authorization rates and reduced fraud [43][45] Value-Added Services - **Service Portfolio Growth**: Growth driven by security products, consumer engagement, business insights, and other solutions [49][52] - **Recurring Revenue**: About 85% of value-added services revenue is based on recurring revenue, indicating sustainable growth potential [54] Market Position and Strategy - **Customer Engagement**: Emphasis on strong customer engagement and solution selling to retain and grow business relationships [25][26] - **M&A Strategy**: Focus on acquiring companies that align with Mastercard's strategy and can drive exponential growth [62][66] Stablecoins - **Position on Stablecoins**: Mastercard views stablecoins as an important evolution in payments, enabling settlement on their network [67][71] Closing Remarks - **Volatility Management**: Mastercard is focused on executing its strategy amidst market volatility, leveraging strong fundamentals and secular tailwinds [74][76] Additional Important Insights - **Diverse Customer Base**: Recorded Future serves a diverse customer base, including corporates and governments, enhancing Mastercard's cybersecurity offerings [58] - **Synergistic Partnerships**: Collaboration with CorePay aims to combine strengths in large and small ticket cross-border payments [32][34] This summary encapsulates the key insights and strategic directions discussed during the Mastercard FY Conference Call, highlighting the company's performance, market trends, and future outlook.

Core Insights - The company is preparing for several investor conferences in May and June 2025, where it will discuss its FY2024 performance and strategic expansion plans [1][2] - The company has launched new media assets in 2024 and plans to introduce more in 2025, which are expected to enhance revenue diversification and monetization opportunities [3][7] - A strategic partnership with PChome Online, a leading e-commerce platform in Taiwan, is anticipated to create significant revenue opportunities and enhance the company's advertising products [4][6] - The company is co-hosting the 2025 Generative AI Dual Conference, which will increase its visibility in the AI industry and create future business opportunities [5][6] - Financial performance for FY2024 shows an adjusted EPS of negative $0.035, a decline from negative $0.015 in FY2023, indicating ongoing challenges in profitability [8] - The company is currently trading at a discount compared to reference median multiples in the AdTech and Digital & Social Media sectors, suggesting it may be undervalued [9] Financial Overview - Revenue for the year ended December 31, 2024, is projected at approximately $48.49 million, reflecting a growth of 35.3% from $35.84 million in 2023 [10] - Gross profit for FY2024 is expected to be around $17.74 million, with a gross margin of 36.6% [10] - Adjusted EBITDA is projected to be negative $854,174 for FY2024, improving from negative $998,162 in FY2023 [10] - The company reported a significant loss for the year ended December 31, 2024, amounting to approximately $84.98 million, compared to a loss of $1.22 million in FY2023 [22]