Key Takeaways SoFi's Galileo posts steady revenue growth with expansion into new client segments.Galileo's API-first platform offers banking, card issuing, payments and compliance tools.Galileo's API-first platform offers banking, card issuing, payments and compliance tools.SoFi’s (SOFI) Galileo platform remains a foundational pillar in fintech infrastructure in 2025, powering millions of enabled accounts and driving significant innovation across SoFi’s financial product ecosystem. Galileo’s Technology Plat ...

Core Insights - Thoma Bravo plans to accelerate PROS' travel segment as a standalone business and integrate PROS' B2B segment with Conga following the acquisition [1][2] - The acquisition is expected to close in Q4 2025, with PROS shareholders receiving $23.25 per share, representing a premium of approximately 41.7% over the closing price prior to the announcement [3] Company Overview - PROS Holdings, Inc. is a leading provider of AI-powered SaaS pricing and selling solutions, focusing on optimizing omnichannel shopping and selling experiences [6] - Conga is a market leader in Revenue Lifecycle Management, providing solutions for configure, price, quote, contract lifecycle management, and document automation [7][8] - Thoma Bravo is a major software-focused investment firm with approximately $181 billion in assets under management as of June 30, 2025 [4] Strategic Plans - Thoma Bravo aims to leverage its operational experience and software expertise to enhance PROS' market-leading AI offerings in the travel sector [2] - The combination of PROS' B2B business with Conga is expected to create a more powerful solution portfolio, enhancing customer value across commercial operations [2][3] - The travel business will receive additional investment for innovation, aiming to strengthen PROS' position in the airline and travel market [2]

Financial Highlights - BlackLine's Q2'25 Annual Recurring Revenue (ARR) reached $677 million, reflecting a 9% year-over-year growth[9] - The company achieved a 22% Non-GAAP Operating Margin in Q2'25[9] - BlackLine's LTM (Last Twelve Months) Free Cash Flow was $144 million, with a 21% margin[10] - Total Revenue for Q2 2025 was $172 million, a 7% year-over-year increase[43] - Total RPO (Remaining Performance Obligations) reached $944 million, an 11% year-over-year increase[43] Market and Customer Base - BlackLine estimates its Total Addressable Market (TAM) at $45 billion[8, 9, 21] - The company serves over 4,400 global customers, with over 389,000 users in 100+ countries[11] - BlackLine is trusted by over 60% of the Fortune 500 companies[11] - BlackLine has 632 customers with an ARR of $250k+[37] Growth Strategy - BlackLine aims for a target model with 13%-16% Total Revenue Growth[55] - The company is expanding into the Public Sector market[29, 35] - BlackLine is focused on deepening relationships with the world's largest and most complex organizations[32]

Company Overview - BlackLine has a total addressable market (TAM) of $45 billion[8,9,21] - The company's Q1 2025 Annual Recurring Revenue (ARR) reached $656 million, representing an 8% year-over-year growth[9] - BlackLine boasts a Q1 2025 Non-GAAP Operating Margin of 21%[9] - Last Twelve Months (LTM) Free Cash Flow reached $153 million[11] Customer Base and Market Position - BlackLine serves over 4,400 global customers, with over 393,000 users in 100+ countries[11] - The company is trusted by over 60% of the Fortune 500, powering digital finance transformation behind over $42 trillion in global market capitalization[11,34] Financial Performance - Total Revenue for Q1 2025 was $167 million, a 6% year-over-year increase[43] - Total Remaining Performance Obligations (RPO) reached $913 million, an 11% year-over-year increase[43] - The company achieved a Net Income of $36 million with a 22% margin in Q1 2025[43]