expert David. We have seen the Iranian regime which obviously at least for now its missiles appear to be a little impotent. That's good news.But they are still a risk on the cyber side, are they not. That's absolutely correct. Iran has been building up their cyber capabilities for for a number of years and they are on par with other nation states. Uh they very much leverage their cyber capabilities very similarly to what we do here in the United States with cyber command, a direct extension of military forc ...

Welcome to the Segmented Configuration: Booting the PS First tech module. Here is the agenda for this tech module. We will focus on the need for faster boot processes.Introducing the segmented configuration flow for enabling accelerated boot time. Describing how segmented configuration works. Describing how reconfiguring the programmable logic works in the segmented configuration flow.As technology advances, the pace of development and deployment has become a critical area of focus. Modern computing systems ...

Potential Cyber Threats - Pro-Iranian groups are shifting focus to target the United States, including critical infrastructure and even easily accessible devices like security cameras [2] - The aim of these attacks is a mix of causing actual damage, spreading disinformation or intimidation, and leaking information [2] - Pro-Iranian groups have already initiated denial of service attacks on American websites, signaling a shift in the cyber warfare landscape [3] Recommendations for Protection - US companies and government entities should raise their security awareness and vigilance, recognizing they could become targets [5] - Organizations should identify their critical network assets and assess their connections, paying special attention to potentially vulnerable devices like security cameras [5] - Companies should ensure they have the latest software patches and versions to address known vulnerabilities [6] - Employee training is crucial to combat spear phishing attacks via email, social media, and instant messaging apps, emphasizing password security [6][7] - Knowledge and awareness are crucial, representing approximately 50% of the solution to mitigate these threats [7]

Core Insights - Sagtec Global Limited has signed a definitive Share Sale Agreement to acquire an 80% equity stake in Smart Bridge Technology, a profitable agentic AI platform [1][2] - The acquisition aligns with Sagtec's strategic shift towards an AI-first, SaaS-driven growth model [2][7] Financial Performance - Smart Bridge reported a net profit of US$2.1 million for FY2024, indicating its profitability and readiness for enterprise deployment [3] - The acquisition is expected to be immediately earnings-accretive for Sagtec, enhancing its high-margin, subscription-based AI modules [4][7] Market Potential - The combined total addressable market (TAM) for Sagtec and Smart Bridge exceeds US$130 billion [4] - The global AI in retail market is projected to reach US$43 billion by 2032, while the SME-focused AI software segment is expected to surpass US$25 billion [4] Strategic Integration - Post-acquisition, Sagtec plans to launch its first AI-powered SaaS modules in Q3 2025, starting with the hospitality sector and expanding into fintech and logistics [6][7] - The integration of Smart Bridge's capabilities is anticipated to enhance Sagtec's existing offerings in hospitality and point-of-sale infrastructure [3][5] Long-term Strategy - The transaction supports Sagtec's commitment to scalable, recurring SaaS revenue and disciplined AI-focused M&A strategy [7] - Further updates on product roadmap, earnings impact, and regional expansion strategy will be provided during the upcoming half-year investor call [7]

Core Insights - Wix.com Ltd. has acquired Base44 for approximately $80 million, enhancing its AI capabilities and redefining application development through no-code solutions [1][6][9] - The acquisition aligns with the growing trend of intent-driven software creation, known as "vibe coding," which allows users to develop applications through natural language interactions [2][3] Acquisition Details - Base44's platform enables users to create scalable applications via a chat-based interface, streamlining the software development process [3][4] - The deal includes performance-based earn-out payments extending through 2029, with Wix planning to invest around $25 million in retention bonuses for Base44 employees in 2025 [6][7] Strategic Integration - The integration of Base44 into Wix's AI ecosystem significantly expands its portfolio of intelligent creation tools, positioning Wix as a comprehensive digital creation platform [5][9] - Base44 will continue to operate as a distinct business unit within Wix, maintaining its product identity while leveraging Wix's resources for growth [7] Market Position and Growth Strategy - Wix is focusing on strategic AI investments, with WIX Studio now boasting over 2 million accounts, primarily from new partners [8] - The company has launched Wixel, a visual design platform that simplifies content creation, further supporting its mission to empower creators [9][10] Financial Outlook - Wix anticipates that the acquisition will have an inconsequential impact on 2025 bookings and revenues, emphasizing the long-term potential of the deal [7] - The company remains cautious about its full-year outlook amid macroeconomic uncertainties, particularly for its Business Solutions unit [11]

Company Overview - FatPipe, Inc. is a pioneer in enterprise-class, application-aware, secure software-defined wide area network (SD-WAN) solutions, providing high levels of reliability, security, and optimization for Wide Area Networks (WANs) [1] - The company holds 12 U.S. patents related to multipath, software-defined networking, and its products are sold by over 200 resellers worldwide [3] Event Announcement - Dr. Ragula Bhaskar, Chairman and CEO of FatPipe, will present at the virtual Northland Capital Markets Growth Conference on June 25, 2025 [2] - Interested participants are encouraged to contact their Northland Capital Markets sales representative for additional details and meeting opportunities [2]

Core Insights - Descartes Systems Group has acquired PackageRoute, enhancing its final-mile carrier capabilities [1][4] - PackageRoute provides a mobile and web-based platform for real-time visibility, route optimization, and fleet management for final-mile carriers [2][3] - The acquisition cost approximately US $2 million, funded by cash on hand [4] Company Overview - Descartes is a leader in on-demand, software-as-a-service solutions aimed at improving logistics productivity, security, and sustainability [5] - The company offers a range of solutions including routing, tracking, shipment planning, and customs documentation [5] Strategic Implications - The integration of PackageRoute's solutions with Descartes' GroundCloud is expected to enhance operational efficiency and compliance for final-mile carriers [3] - Descartes aims to provide substantial value to PackageRoute's customers through its existing solutions [3][4]

Acquisition Overview - VitalHub Corp. has completed the cash acquisition of Induction Healthcare Group PLC through a court-sanctioned scheme of arrangement, valuing Induction at approximately £9.7 million [1][4] - The acquisition price was £0.10 in cash for each Induction share [4] Induction's Business and Financials - Induction provides software solutions that enhance care delivery and patient journeys in hospitals, with key products including Zesty and Attend Anywhere [3][6] - For the six-month period ending September 30, 2024, Induction reported revenues of £5.4 million, a gross margin of 78.2%, and an adjusted EBITDA loss of £0.9 million [4] - Zesty generated revenues of £2.0 million, while Attend Anywhere generated revenues of £3.2 million, with £0.2 million from discontinued operations [4] - As of the acquisition closing date, Zesty had an Annual Recurring Revenue (ARR) of £2.2 million, and Attend Anywhere had virtual care recurring revenue of £4.6 million [4][14] Strategic Rationale - The CEO of VitalHub stated that the Induction product set, particularly the Zesty platform, is highly complementary to VitalHub's existing solutions, aiming to enhance value for healthcare partners and improve patient outcomes [5] - VitalHub's growth strategy includes targeting organic opportunities and pursuing an aggressive M&A plan [5]

16 June 2025 | 11:00PM EDT Americas Emerging Software Generative AI Part XI: Agentic AI expands the App Software TAM 1. The next (and arguably first) phase of AI-driven productivity gains in the enterprise will likely hinge on the efficacy of agents at the software application layer over the next 3 years. While the majority of examples that we discovered in our industry diligence over the last 6 months could be described as chatbots with basic integrations to LLMs, we did find select examples of more advanc ...

Hey everybody, my name is Eno, co-founder and CTO of a company called Factory. Uh, at Factory, we believe that the way we build software is radically changing. We are transitioning from the era of human-driven software development to agent-driven software development.You can see glimpses of that today. However, it seems like we are trying to get to that future incrementally. Uh the current zeitgeist is to take uh the IDE, a tool that was designed first and foremost for human beings to write lines of code by ...