Talking about, we were talking about Nike. I do have to get to this story involving Allbirds. Now, we will probably put up a chart. It's a tiny company, but this is so reminiscent of 28 years ago when I used to sit across from Joe Kernan during the internet boom. 30 years ago, '96 even beginning at that point, '97, '98. I remember there was a refrigeration company, I can't recall the name, that became an internet company via press release, and its stock price soared. What's happening here is that they've so ...

Core Insights - Guidewire Software (GWRE) has launched a new cloud platform named Mammoth, aimed at transforming how insurers manage policies and engage with customers while leveraging data-driven insights [1][2] - The introduction of Mammoth is expected to enhance operational efficiency and market responsiveness for both personal and commercial lines of business in the insurance sector [1][2] Product Features - Mammoth includes the Autopilot Workflow Service for PolicyCenter, which automates key policy management processes, reducing manual intervention and human error [4] - The platform offers Seasonal Coverage in Guidewire PolicyCenter, allowing insurers to provide flexible, time-bound policies that enhance customer satisfaction and support innovative product development [5] - Integration with Data Studio for Predict enables insurers to embed predictive analytics into policy and claims workflows, improving decision-making speed and accuracy [6] - New Jutro templates for 'Workers' Compensation Quote & Buy' and 'Commercial Auto FNOL' are designed to accelerate the market launch of digital products [7] Market Position and Growth - Guidewire has effectively scaled its cloud ecosystem, training 26,000 professionals across 38 system integration partners, which positions the company well to meet increasing insurer demand for cloud solutions [9] - The company reported 12 new deal wins in the second quarter of fiscal 2025, indicating strong market traction [9] - Management has raised its revenue outlook for fiscal 2025, projecting total revenues between $1.164 billion and $1.174 billion, an increase from previous guidance [10] Financial Performance - Subscription revenues are expected to reach $653 million, with combined subscription and support revenues projected at $718 million [10] - GWRE's stock has performed well, surging 51.6% over the past year, contrasting with a decline in the broader Zacks Internet - Software industry [12]