Summary of the Conference Call for 博睿数据 Company Overview - 博睿数据 has evolved from a tool-based product to an integrated platform product, addressing data fragmentation issues through AI technology, which has improved application performance management since the launch of the 博睿万能平台 in 2023, leading to a gradual revenue recovery with passive products becoming a new growth driver [2][3] Core Industry Insights - The company applies AI technology in operational monitoring and observability, focusing on analyzing GPU and large model operation data, and enhancing IT operational efficiency through AI question-answering assistants and causal applications, particularly in the securities and banking sectors [2][5] Financial Projections - 博睿数据 projects a revenue of 170 million yuan in 2025, with an expected growth of 30%-40% in 2026, driven by mergers and acquisitions focusing on application security, big data, or database companies [4][14] Product Development - The company offers two versions of AI functionality: a basic version with simple AI capabilities at no extra charge, and a high-level version that includes causal analysis, which is currently used by several clients [6] - The 博睿 One overseas version was launched in March 2025, with subsidiaries established in Hong Kong and Singapore, marking the company's expansion into international markets [7] International Expansion Strategy - The international strategy is divided into three regions: Hong Kong and Macau, Central Asia, and Southeast Asia, with a focus on localizing products to meet market demands and increasing brand awareness [8] Collaborations and Partnerships - 博睿数据 has made significant progress in collaborations, particularly with Huawei Cloud and ByteDance, focusing on key clients in the software application and service sectors [9][13] Challenges and Market Positioning - Large enterprises prefer to collaborate with suppliers for commercial needs due to the complexity of technology stacks, which 博睿数据 is well-equipped to handle, offering compatibility with various programming languages [10][11][12] Future Development Plans - The company aims to enhance its unified platform's security monitoring capabilities and is developing a PaaS platform to support future SaaS applications [16][17] - New product features expected in the second half of 2025 include API capabilities, AI-related functionalities, and business intelligence improvements, aimed at enhancing user experience and operational efficiency [18][19][20] Conclusion - 博睿数据 is strategically positioned for growth through technological integration, international expansion, and a focus on AI capabilities, while addressing market demands and enhancing operational efficiencies across various sectors.