RT raagulanpathy (@raagulanpathy)If Oct 1st was ARR >> @KASTcard ~$100MIn premium card sales in one day, we’d did more than our whole 1st month of transaction volume (July ‘24).Now, it was an exceptional day, but I realise the exceptional days quickly become the normal days.FYI it took Revolut and NuBank over 5 years to get to this scale.As @calilyliu says, you build on @solana because it’s the revenue chain.We’re the case study.And that’s before we announce the real real, watch out! ...

RT Richard Nieva (@richardjnieva)New: Grafana Labs, which helps companies monitor their data and internal systems, has hit $400 million in ARR and closed a tender offer of up to $150 million.https://t.co/WBd1TzHoAJ ...

I was a bit confused by the quote tweeted chart. Were there really that many AI companies making $100M in 3.5 years, that it was only a top quartile thing, given that ChatGPT is only three years old?I spoke to @jmelaskyriazi and he said his quartile graph is not an empirical cohort chart. That is, it’s not taking the revenue trajectories of 1000 AI companies and then showing that the top 250 hit $100M ARR in 3.5 years. It is instead an extrapolation of growth rates based on three buckets (he has a post on h ...

https://t.co/eng5bJp7ZU has surged to 400,000 users and $4.5M ARR in three months. https://t.co/q46IRTVech ...

RT ether.fi (@ether_fi)Token Terminal Dashboard is live!📈 ~$80M ARR (up from ~$18M in April)🔒 Real-time TVL stats📊 Full transparency into key metrics to track business performanceTransparency has always been a top priority, and now you can explore it all directly through Token Terminal. ...

Core Insights - Adobe's stock increased by approximately 6% following the release of its earnings report, indicating positive market reaction [1] - The company reported an adjusted EPS of $5.31, surpassing the expected EPS of $5.34 [1][3] - Revenue for the quarter was reported at $5.99 billion, exceeding the anticipated $5.91 billion [2] Financial Performance - The Q3 Annual Recurring Revenue (ARR) for Adobe's digital media business, which includes Creative Cloud subscriptions, reached $18.59 billion, slightly above the consensus estimate of $18.56 billion [2] - Guidance for Q4 EPS is projected to be between $5.35 and $5.40, compared to the expected $5.34 [3] - Q4 revenue guidance is also above estimates, ranging from $6.08 billion to $6.13 billion [3] Future Outlook - The full-year 2025 ARR guidance is set at $11.3 billion, which is slightly above the previous outlook of $11 billion [3] - A conference call is scheduled for 5 PM, where further insights from CEO Shantun Orion are anticipated [3]

Summary of nCino FY Conference Call (September 11, 2025) Company Overview - **Company**: nCino (NasdaqGS:NCNO) - **Industry**: Cloud Banking and Financial Technology Key Points and Arguments Business Growth and Market Position - nCino has tripled its Annual Recurring Revenue (ARR) since its IPO in July 2020, but growth has slowed to about 13% this year [3][4] - The company aims to double its ARR to reach a billion dollars in the next five to six years, focusing on execution and expanding its product portfolio [4][5] - The commercial banking segment has a Serviceable Available Market (SAM) of approximately $5 billion, with nCino holding a 50% market share among the top 30 banks in the U.S. [8][10] Product Portfolio and AI Integration - nCino has developed a broad and deep product portfolio, positioning itself as a leader in AI banking [5][6] - The company is at a technology inflection point with AI, which is expected to drive growth and enhance customer engagement [5][6] - The AI product roadmap is seen as a critical conversation starter, even if products are not yet fully deployed [7][6] Commercial Banking Strategy - nCino has secured significant contracts with major banks, including expansions with top 50 banks in the U.S. and a top five bank in Canada [9][12] - The company is focused on cross-selling opportunities within existing clients and expanding into new markets, including international regions like Spain [14][19] Retail and Consumer Banking - The consumer and mortgage segment has a SAM of about $10 billion, with nCino's consumer product still in early stages of development [19][20] - The company has made strides in consumer lending, achieving over 20 wins in Q4, including contracts with banks over $50 billion in assets [19][20] Business Model Transition - nCino is transitioning from a seat-based pricing model to an asset-based model, which went into effect on February 1, 2025 [60][62] - This new model is expected to streamline procurement processes for adding new products and services [86][87] Future Growth and Challenges - The company aims to achieve a "Rule of 40" by the fourth quarter of next year, balancing growth and profitability [102][110] - nCino sees significant opportunities in AI, credit unions, international markets, mortgage solutions, and onboarding processes [111][130] Competitive Landscape - The threat of banks developing custom software solutions is acknowledged, but nCino believes that most banks lack the resources to build and maintain such systems [30][36] - The company emphasizes the importance of its data assets and the ability to provide unique insights to clients [111] Additional Important Insights - nCino's focus on providing a unified platform for banks to manage commercial, consumer, and mortgage operations is seen as a key differentiator [20][22] - The company is excited about the potential of its AI capabilities to enhance operational efficiency and customer experience [40][42] - Strategic acquisitions in onboarding technology are expected to enhance nCino's offerings in commercial lending [131]

Summary of HMS Networks Capital Markets Day Company Overview - **Company**: HMS Networks (OM:HMS) - **Event**: 2025 Capital Markets Day - **Date**: September 09, 2025 Key Industry Insights - **Industry Focus**: Industrial communication solutions, factory automation, and process industry - **Market Dynamics**: The industry is experiencing behavioral and technological shifts, with a focus on AI and ARR (Annual Recurring Revenue) models [2][3][6] Core Company Strategies - **Five Pillars**: HMS Networks emphasizes five pillars: access, insights, visualize, connect, and diagnose, which are expected to remain relevant over the next five years [3] - **Market Position**: HMS Networks considers itself a dominant player in a fragmented market, with no single competitor offering the same comprehensive solutions across all segments [5][4] - **M&A Strategy**: The company aims to expand its portfolio through acquisitions, focusing on profitable companies with established management teams and a compatible culture [19][20][27] Financial Performance and Projections - **Market Share**: The company has an 8% market share in the INT segment, with a larger share in embedded business compared to gateways [11] - **Revenue Growth**: The target is to achieve organic growth of around 8% annually, in line with market growth, with a focus on improving gross margins [29][64] - **Investment in R&D**: Significant investments in R&D are planned to support product development and enhance competitive positioning [29][51] Competitive Landscape - **Competitors**: The competitive landscape includes various fragmented technology providers, with specific competitors in niches such as remote access and switches [7][9] - **Emerging Trends**: There is a shift towards customers preferring complete industrial communication solutions rather than building their own [7][75] Technology and Product Development - **AI and Data Utilization**: The integration of AI is expected to enhance product offerings and reduce development costs, although there is caution regarding potential new competition [81][83] - **Wireless Solutions**: The company sees potential in wireless technology, particularly in logistics and remote applications, but acknowledges slow adoption in factory settings [66][68] Geographic Focus - **China Strategy**: HMS Networks is selectively targeting opportunities in China, focusing on less government-controlled sectors and leveraging local supply chains [34][36] Customer Segmentation - **Target Customers**: The company segments its customer base into OEMs (45%), system integrators (30%), and end users (25%), with a focus on expanding relationships with system integrators [22] Conclusion - **Future Outlook**: HMS Networks is positioned for growth through strategic investments, a focus on technology synergies, and a commitment to enhancing its market presence in both existing and new industries [25][36][64]

Group 1 - UiPath reported revenue of $361.73 million for the quarter ended July 2025, reflecting a year-over-year increase of 14.4% [1] - The company's EPS for the quarter was $0.15, up from $0.04 in the same period last year, indicating a significant improvement [1] - The reported revenue exceeded the Zacks Consensus Estimate of $347.82 million by 4%, and the EPS surpassed the consensus estimate of $0.08 by 87.5% [1] Group 2 - UiPath's Annual Recurring Revenue (ARR) stood at $1.72 billion, matching the average estimate from four analysts [4] - The company achieved a Net New ARR of $31 million, exceeding the average estimate of $25.49 million from three analysts [4] - The dollar-based net retention rate was 108%, slightly above the average estimate of 107.8% [4] Group 3 - Revenue from licenses was reported at $112.16 million, slightly above the average estimate of $111.03 million, representing a year-over-year change of -0.1% [4] - Revenue from professional services and other sources was $11.2 million, significantly higher than the average estimate of $9.64 million, showing a year-over-year increase of 20.1% [4] - Subscription services revenue reached $238.36 million, surpassing the average estimate of $227.06 million, with a year-over-year growth of 22.4% [4] Group 4 - Over the past month, UiPath's shares have returned -3%, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

RT Mark (@MRRydon)@AethirCloud at $156m ARR now 🔥 ...