Core Viewpoint - IBEX Limited is set to announce its first quarter 2026 financial results on November 6, 2025, and will host a conference call to discuss these results and the company's outlook [1] Company Overview - IBEX is a global provider of business process outsourcing (BPO) and AI-powered customer engagement technology solutions, focusing on helping companies acquire, engage, and retain customers [2] - The company operates approximately 30 operations facilities worldwide, utilizing next-generation technology to enhance customer experiences across various sectors including retail, e-commerce, healthcare, fintech, utilities, and logistics [2] Operational Highlights - IBEX employs a diverse global team of over 33,000 employees and manages nearly 170 million critical customer interactions annually, leveraging its AI-powered ibex Wave iX solutions suite to deliver a differentiated customer experience [3]

Core Insights - EngageLab has successfully deployed its AppPush and WhatsApp Business API solutions for E-GetS, enhancing user engagement and operational efficiency across Southeast Asia [1][8] - E-GetS is a prominent local services and e-commerce platform in Southeast Asia, with over 3 million app downloads and a diverse range of services [2][4] Group 1: E-GetS Overview - E-GetS operates in Cambodia, Laos, Thailand, and Vietnam, providing services such as food delivery, group buying, e-commerce, and digital payments [2] - The platform serves millions of users in a multilingual and multicultural environment [2] Group 2: Challenges Faced by E-GetS - E-GetS encountered challenges due to rapid expansion across multiple Southeast Asian countries, including fragmented device ecosystems and network instability [4][5] - The company faced difficulties in reaching users in their preferred languages and limited engagement on traditional channels [5] Group 3: EngageLab Solutions - EngageLab's AppPush solution addresses the region's fragmented device ecosystem and network instability, ensuring reliable push notification delivery [5][6] - The solution integrates with major channels and adapts notification content to users' language settings, enhancing user experience [6] - E-GetS achieved up to 40% higher delivery rates compared to industry benchmarks, ensuring critical notifications reach users [7] Group 4: WhatsApp Business API Implementation - E-GetS utilizes the WhatsApp Business API for user authentication and customer engagement, recognizing WhatsApp's dominance in the region [8] - The API facilitates secure login through verification codes and real-time service notifications, improving user engagement and satisfaction [10] Group 5: Results and Impact - The implementation of EngageLab's solutions led to an 18% increase in Daily Active Users (DAU) and a 22% improvement in order completion rates [10] - Operational costs were reduced by over 20% due to more efficient messaging and cost controls [10]

Core Insights - EngageLab has partnered with J&T CARGO to enhance logistics operations in Indonesia through the deployment of its AppPush solution, resulting in improved efficiency and customer satisfaction [1][10] Company Overview - J&T CARGO is a leading freight service brand under J&T Group, providing reliable logistics solutions to millions of merchants and consumers in Indonesia through a robust delivery network and advanced digital management capabilities [2] - The company has developed four core applications to support its logistics operations, which are essential for timely and reliable push notifications [2][7] Business Challenges - Rapid business expansion led to the need for multiple mobile applications, increasing the complexity of push notification demands for couriers and operations staff [4] - The reliance on Firebase Cloud Messaging (FCM) posed limitations in handling large-scale concurrency and providing localized services [5] Solution Implementation - J&T CARGO selected EngageLab AppPush for its multi-channel integration, which significantly enhances message delivery rates across various devices and network conditions [6][8] - The platform can process over 12 billion messages per day and supports millions of concurrent pushes per second, addressing the need for large-scale task distribution during peak logistics periods [8] Messaging Strategies and Insights - EngageLab AppPush offers flexible messaging strategies, including scheduled, segmented, and personalized notifications, allowing J&T CARGO to tailor communications based on operational needs [9] - The platform provides real-time delivery monitoring and analytics, enabling continuous optimization of messaging approaches [9] Results Achieved - Since implementing EngageLab AppPush, J&T CARGO has experienced over a 40% increase in message delivery rates, leading to faster responses from couriers and improved operational efficiency [10][12] - Push latency has been reduced significantly, with critical notifications reaching staff within 1–3 seconds, enhancing overall service quality [12]

Core Insights - ibex has appointed Michael Darwal as President of ibex Digital, recognizing his significant contributions to the growth of the digital business [1][2] - Under Darwal's leadership, ibex Digital is experiencing double-digit growth rates and has improved customer acquisition and agent performance [2] - The company manages over 200 million customer interactions annually, generating more than $2 billion in lifetime value for clients [2][6] Company Overview - ibex specializes in business process outsourcing (BPO) and AI-powered customer engagement technology solutions [1][5] - The company operates approximately 31 facilities globally and employs over 31,000 people [5][6] - ibex Digital focuses on online acquisition technology and customer engagement solutions, enhancing client capabilities in various marketing channels [2][5] Leadership and Experience - Michael Darwal has been with ibex since 2013, holding various leadership roles and bringing two decades of experience in digital marketing and operations [3][4] - In addition to his role as President of ibex Digital, Darwal will continue as Deputy CFO, overseeing financial forecasting and investor relations [4]

Core Insights - Brand Engagement Network Inc. (BEN) has appointed Janine Grasso as Interim Chief Executive Officer, succeeding Paul Chang, who will remain on the Board of Directors [1][4] - Grasso has over 20 years of experience in technology-driven organizations, including leadership roles at DocuSign, Verizon, and IBM, which positions her well to guide BEN's growth [2][3] - BEN has reduced its total liabilities by $4.25 million in the second quarter, reflecting a focus on operational discipline and long-term value creation [4] - The company is advancing its acquisition of Cataneo, expected to enhance its platform capabilities and international presence, with completion anticipated later this summer [5] Company Overview - BEN specializes in AI-powered customer engagement solutions, utilizing its proprietary Engagement Language Model (ELM™) and Retrieval-Augmented Generation (RAG) architecture for personalized interactions [7] - The company serves various industries, including life sciences, automotive, and retail, and is committed to compliance with GDPR, CCPA, HIPAA, and SOC 2 Type 1 standards [7] - BEN holds 21 patents and has 28 pending, showcasing its dedication to advancing AI-driven consumer engagement [7]

Core Insights - EngageLab participated in GITEX Asia 2025, showcasing its AI-powered omnichannel customer engagement solutions, emphasizing the importance of personalized experiences for global growth [1][8] - The event gathered over 700 global enterprises and startups, highlighting the significance of addressing challenges in customer communication and operational efficiency [2] EngageLab's Distinctive Edge - EngageLab's strengths in global messaging infrastructure and local support were highlighted during discussions with a leading Indian application development company, showcasing its superior deliverability and multi-channel reliability [3][4] - The strategic alignment with the Indian company indicates potential for impactful collaboration in enhancing client communication strategies [5] Competitive Advantages - EngageLab's global infrastructure includes strategically distributed data nodes, ensuring high delivery rates (40% higher for push notifications and 99.97% for emails) and compliance with regulations like GDPR [6] - The company offers superior message deliverability and dedicated technical support compared to competitors [7] Future of Customer Engagement - The future of customer engagement is focused on personalization, automation, and seamless omnichannel communication, with EngageLab leading this transformation [8] Company Overview - EngageLab is a leading provider of AI-powered omnichannel customer engagement solutions, focusing on optimizing communication and enhancing engagement efficiency for businesses worldwide [9]

Core Insights - Tapestry, Inc. (TPR) has seen a significant stock price increase of 53.7% over the past six months, outperforming the Zacks Retail-Apparel and Shoes industry's decline of 14.6% [1] - The stock closed at $70.41, approaching its 52-week high of $90.85 reached on February 18, 2025 [2] - Tapestry's operational efficiency and growth initiatives have contributed to its strong performance compared to the broader Retail-Wholesale sector and the S&P 500 index [1] Performance Metrics - Tapestry's stock is trading above its 100-day and 200-day simple moving averages of $69.29 and $55.89, indicating a positive market sentiment [5] - Coach, a key brand for Tapestry, reported an 11% increase in revenues in Q2 of fiscal 2025, with a 270-basis-point improvement in gross margin [8] - Tapestry's international strategy has led to a 42% year-over-year revenue increase in Europe and a 2% growth in Greater China [11][12] Strategic Developments - Tapestry announced the sale of its Stuart Weitzman brand to Caleres for $105 million, focusing on its core brands, Coach and Kate Spade [9] - The company is enhancing its digital and direct-to-consumer strategies, with DTC sales rising 4% in Q2, driven by strong digital sales [13] - AI-powered customer engagement is improving pricing strategies and attracting younger consumers, solidifying Tapestry's market position [14] Financial Outlook - Tapestry has raised its full-year revenue forecast to exceed $6.85 billion, reflecting a 3% year-over-year increase [15] - The company expects a 100-basis-point improvement in operating margin and EPS forecasted between $4.85 and $4.90, indicating a 13-14% increase from the prior year [16] - Analysts have positively revised EPS estimates, with the current fiscal year consensus at $4.91 per share, reflecting a year-over-year growth of 14.5% [19] Valuation Insights - Tapestry's forward 12-month P/E ratio is 13.53, lower than the industry average of 15.40 and the sector's 22.38, indicating potential undervaluation [17] - The company's Value Score of A highlights its attractiveness as an investment option [17] - The Zacks Consensus Estimate for Tapestry's sales for the current and next fiscal years is projected at $6.87 billion and $7.11 billion, respectively, implying year-over-year growth of 3% and 3.4% [20]