As filed with the Securities and Exchange Commission on September 12, 2025 Registration No. 333-[ ] UNITED STATES SECURITIES AND EXCHANGE COMMISSION FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Banzai International, Inc. (Exact Name of Registrant as Specified in its Charter) (State or Other Jurisdiction of Incorporation or Organization) Delaware 7372 85-3118980 (Primary Standard Industrial Classification Code No.) (I.R.S. Employer Identification No.) 435 Ericksen Ave, Suite 250 Bainbridg ...

As filed with the Securities and Exchange Commission on September 12, 2025 Registration No. 333-[ ] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Banzai International, Inc. (Exact Name of Registrant as Specified in its Charter) (State or Other Jurisdiction of Incorporation or Organization) Delaware 7372 85-3118980 (Primary Standard Industrial Classification Code No.) (I.R.S. Employer Identification No.) 435 Ericksen A ...

Core Viewpoint - The discussion centers around the impact of AI on the software industry, particularly the perception of AI as both a threat and an opportunity for software companies [1] Group 1: AI and Software Industry - AI is viewed as a form of software, and the notion that SaaS is dying is considered exaggerated [1] - The pace of change in AI is accelerating rapidly, which poses challenges and opportunities for software companies [1] Group 2: Company Response - The conversation highlights how companies like Mongo are adapting to the fast-evolving demands of application developers in the context of AI [1]

Core Viewpoint - The discussion centers around the impact of AI on software, particularly the notion that AI represents both an existential threat and a significant opportunity for the software industry [1] Group 1: AI and Software Dynamics - AI is perceived as a form of software, and the notion that SaaS (Software as a Service) is dying is considered exaggerated [1] - The pace of change in AI is described as rapid, indicating a significant shift in how software companies must adapt [1] Group 2: Company Response - The conversation highlights the need for companies like Mongo to evolve in response to the demands of application companies that are striving to keep pace with AI advancements [1]

Core Insights - TEN Holdings is transitioning to a SaaS model with its Ten Events Pro platform, positioning itself to leverage the $1 trillion global SaaS market, which is expected to grow at a CAGR of 18.7% through 2030 [2][9] - The Early Adopter Program for TenPro is set to refine the platform before its full launch in early 2026, indicating a strategic shift from traditional event services to scalable SaaS delivery [3][9] - The SaaS model offers clients cost efficiency, flexibility, and predictable subscription pricing, enhancing scalability for global enterprises [4][9] Company Developments - TEN Holdings has launched an Early Adopter Program for TenPro, allowing select clients to access the platform in beta starting July 1, 2025 [3] - Analyst Barry M. Sine has expressed confidence in TEN's execution and customer traction, reaffirming revenue forecasts and a bullish outlook on long-term growth potential [7] - The company is actively pursuing M&A opportunities, with expectations for at least one acquisition before year-end, which could enhance global scale and operational synergies [8] Industry Trends - The SaaS model is recognized as the fastest-growing model in technology, providing predictable recurring revenue and higher valuations, which has attracted significant investor interest [5][9] - Organizations transitioning to SaaS are experiencing robust market enthusiasm and rapid expansion in their listings, indicating a structural momentum in the industry [5][9]

Summary of Ming Yuan Cloud (0909.HK) Conference Call Company Overview - **Company**: Ming Yuan Cloud (0909.HK) - **Industry**: Real Estate Software and SaaS Key Points AI Software Products - The company has launched **8 AI products** aimed at driving Average Revenue Per User (ARPU) growth for its CRM Cloud, generating contract values of **Rmb28 million** in 2024 and **Rmb32 million** in 1H25. The target is to reach **Rmb50-60 million** in 2025 and **Rmb100 million/200 million** in 2026/27 for AI products [3][11] - **AI Employee Badge**: Launched in early 2022, it generated **Rmb10 million** in contracted amount in 1H25, helping improve customer conversion rates by recording sales personnel's conversations [6] - **AI Video Generation**: A fast-growing tool using Alibaba Qwen/Bytedance Doubao model, currently in discussions for collaboration with Kuaishou Kling [6][7] - **AI Sales Assistant**: Engages with potential leads post live-streaming, processing over **2 million** conversations in 1H25 [8] - **AI Live-Streaming Robots**: Conducts autonomous live-streaming for property tours, aiming for over **70%** market share [8] - **AI Ad Intelligent Placement**: Automates ad placement strategies for better results [8] Overseas Expansion - Achieved a contracted amount of **Rmb15 million** in 1H25 from markets outside mainland China, including Southeast Asia, Japan, and Hong Kong, with a target of **Rmb50 million** for 2025 [8] - Established localized teams in these regions to foster partnerships with local software teams and channel partners [8] - **Linkforce Platform**: A construction site management solution in Hong Kong, showing a **10%** increase in worker attendance and **20%** improvement in safety alert processing efficiency [9] - **ASIOT Acquisition**: Completed acquisition of Japanese SaaS+IoT company ASIOT, expected to consolidate in 2H25, with a **99%** retention rate for smart utility meters [9] Financial Outlook - The company expects a **10-15%** decline in revenue for 2025, with a narrowing decline projected for 2026 [14] - Operating Profit Margin (OPM) is expected to turn positive in 2026, with adjusted Net Profit Margin (NPM) projected at **5%-10%** in 2025 and **10%** in 2026 due to reduced R&D and sales expenses [14] - The current valuation is considered fair, supported by a strong net cash position and operational expense reductions leading to a positive net profit from 1H25 [11] Investment Thesis - The company is viewed as being in the early stages of business transition amid a challenging real estate market in China. The **12-month target price** is set at **HK$2.55**, with a **Neutral** rating [2][12] Risks - Upside risks include a faster-than-expected recovery in the real estate sector and better-than-expected digitization demand [12] - Downside risks involve execution challenges in cost reduction and weaker sales cycles from state-owned enterprises [12] Additional Information - The company is currently trading at **HK$3.47**, indicating a potential downside of **26.5%** to the target price [13]

Core Viewpoint - Youxin Technology Ltd has announced a public offering expected to raise approximately $6.0 million to support its digital transformation initiatives for retail enterprises [1] Group 1: Offering Details - The offering consists of 21,428,571 Common Units, each including one Ordinary Share or one Pre-Funded Warrant, and two types of Registered Common Warrants with varying exercise prices [2] - The public offering price per Common Unit is set at $0.28, while the Pre-Funded Unit is priced at $0.27999 [2] - Aegis Capital Corp. has been granted a 45-day option to purchase additional shares and warrants, up to 15% of the number sold in the offering [3] Group 2: Use of Proceeds - The net proceeds from the offering will be utilized for general corporate purposes and working capital [4] Group 3: Company Overview - Youxin Technology Ltd specializes in SaaS and PaaS solutions aimed at aiding retail enterprises in their digital transformation through cloud-based products [8] - The company offers a comprehensive suite of omnichannel digital solutions that integrate various aspects of commerce, including inventory management and e-commerce capabilities [8]

Core Insights - MongoDB is positioned as a next-generation database that organizes data in a document format, which is considered more natural and easier to express in the modern world [2] - The company supports a wide range of data types, including structured, semi-structured, and unstructured data, which aligns with real-world applications [2] - MongoDB's use cases span from transactionally intensive applications to event-driven scenarios, such as logging and time series data [2][3] Company Overview - MongoDB's growth opportunity is significantly tied to advancements in AI, reflecting a shift from earlier SaaS mobile era perspectives [1] - The company aims to cater to diverse use cases, indicating a broad applicability of its database solutions in various industries [3]

Core Viewpoint - Autodesk Inc. has demonstrated resilience in the SaaS market, overcoming initial market skepticism and showcasing strong financial performance and growth potential despite the rise of artificial intelligence applications [1][4][10]. Company Overview - Autodesk's stock is currently priced at $315.15, with a P/E ratio of 65.34 and a price target of $356.83, indicating a potential upside [2]. - The company operates across various sectors, including construction, automotive, and manufacturing, which provides a regulatory moat against competition from freelance and makeshift applications [3]. Financial Performance - Autodesk reported earnings per share (EPS) of $2.17, surpassing market expectations of $2.12 [4]. - Revenue growth was recorded at 18% year-over-year, with billings reaching $1.7 billion, a 36% increase compared to the previous year, indicating both customer growth and increased spending per customer [6]. - Free cash flow for the quarter was $451 million, representing a significant increase of 122% year-over-year, allowing for reinvestment and potential shareholder rewards [8][9]. Market Sentiment and Analyst Ratings - Wall Street analysts currently rate Autodesk as a Moderate Buy, with a target price of $355.2, suggesting approximately 12% upside potential [10]. - Analysts from RBC and UBS have set price targets of $380 and $385 respectively, indicating confidence in the stock's potential for further growth [12]. - AQR Capital Management increased its holdings in Autodesk by 68.9%, making it the largest institutional holder, reflecting institutional confidence in the company's fundamentals [13][14].

Core Insights - Destiny Media Technologies Inc. has introduced two new platforms, Caster and Caster+, enhancing its Play MPE® service for digital asset management in the music industry [1][3][4] Group 1: Product Development - The existing campaign management service within Play MPE® will be rebranded as Caster+, which is a premium version designed for larger clients and smaller clients seeking additional support for a new service fee [2] - The newly launched Caster platform will serve as a comprehensive, customer-driven campaign management software, providing end-to-end music marketing functionality [3] - The transition to Caster is already underway for current customers, with all new customers being onboarded directly into this platform [3] Group 2: Strategic Positioning - The introduction of Caster and Caster+ is seen as a significant advancement for the platform, offering music marketers more flexibility in campaign management [4] - These new offerings are expected to better serve the music industry while positioning Play MPE® for continued growth and more efficient revenue scaling in both new and existing markets [3][4] Group 3: Company Overview - Destiny Media Technologies Inc. specializes in SaaS solutions for the music industry, focusing on distribution and promotion challenges [5] - Play MPE® is recognized as the leading provider of music promotional delivery services, aimed at empowering artists and industry professionals in the digital age [5]