AvePoint Conference Call Summary Company Overview - **Company**: AvePoint (NasdaqGS:AVPT) - **Industry**: Data management, governance, and security within the Microsoft Cloud ecosystem - **Founded**: Over 20 years ago, initially focused on Microsoft SharePoint infrastructure management Key Points and Arguments Company Evolution and Market Position - AvePoint started in the infrastructure management space for Microsoft SharePoint, becoming the largest player in that area before transitioning to cloud services with Microsoft [17][18] - The company is now the largest B2B SaaS data management, governance, and security player, operating in 18 countries with a revenue breakdown of 45% from North America, 35% from MEA, and the rest from APAC [18] - AvePoint's annual recurring revenue (ARR) is projected to exceed $410 million, with 53-55% of enterprise customers being recurring [19] Business Model and Financial Performance - The company has achieved 22% operating margins, is cash flow positive, GAAP profitable, and adheres to the "Rule of 40" [19] - AvePoint has invested aggressively in channel sales, improving efficiency and reducing sales and marketing costs [19] - The company aims for $1 billion in ARR by 2029, with up to 30% expected from non-Microsoft sources [43][44] Product Focus and Market Trends - AvePoint focuses on data management, governance, and security, particularly for unstructured data, which constitutes 80% of all data and is the fastest-growing segment due to AI [20] - The company addresses two primary concerns for boards globally: AI and security, emphasizing data resiliency and lifecycle management [20][21] Relationship with Microsoft - AvePoint does not resell Microsoft software but operates as an ecosystem player, maintaining a strong partnership with Microsoft [23] - The company has a significant relationship with Microsoft, being a top global partner and customer, which allows early access to product developments [23] - Over 90% of AvePoint's revenue comes from the Microsoft Cloud, but the company is expanding into multi-cloud environments, supporting platforms like Google, AWS, and Salesforce [24] Competitive Landscape - AvePoint competes with various vendors depending on the segment, including Commvault, Rubrik, Veeam, and Varonis, but differentiates itself through its singular platform and extensive compliance credentials [56][57] - The company believes there is ample room for growth despite market convergence, as it offers a comprehensive solution that integrates data management and governance [65] Customer Insights and Deployment Trends - Customers are cautious about AI deployment, often preferring to implement governance solutions before rolling out AI tools like Microsoft Copilot [36][37] - The company is seeing a shift where AI-native companies are moving faster in adopting AI compared to traditional banks and regulated industries [41] Future Outlook - AvePoint is focused on expanding its presence in IaaS and PaaS markets, which are growing faster than traditional cloud collaboration tools [45] - The company has $500 million in cash, no debt, and is generating significant cash flow, positioning it well for potential acquisitions and organic growth [46] - The emphasis on embedding AI into its products aims to enhance customer experience and increase upsell opportunities [69] Misconceptions and Strategic Vision - A common misconception is that being tied to the Microsoft ecosystem is a disadvantage; however, AvePoint views it as a strength that enhances its value proposition [76] - The company is committed to staying agile and close to customer needs, which is crucial for navigating technological disruptions in the software industry [79] Additional Important Insights - The company reported a 19% net new ARR growth and a 38% growth in SaaS, despite some softness in the U.S. public sector [47][49] - AvePoint continues to invest in the public sector, which remains a resilient segment for the company [55]

Amundi (OTCPK:AMDU.F) 2025 Capital Markets Day November 18, 2025 08:30 AM ET Speaker2We will build on our leadership in our core European markets, and we will expand in major defined contribution markets with a focus on Northern Europe, such as the UK, Ireland, Germany, and Netherlands. We will also pursue new distribution partnerships across Europe and Asia to unlock new opportunities. That's all for me. I'm going to hand back over to Vanessa now for some closing remarks.Speaker5Thank you, Dominique. That' ...

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Investor Presentation DISCLAIMER This presentation ("Presentation") is for informational purposes only and shall not be reproduced or distributed in whole or in part without the express written consent of AvePoint, Inc. No Reliance No representations or warranties, express or implied, are given in, or in respect of, this Presentation. To the fullest extent permitted by law, under no circumstances will AvePoint, its subsidiaries, or any of their respective affiliates be responsible or liable for a direct, in ...

Core Insights - A significant 95% of GenAI pilot programs are failing to show any measurable impact on companies' profit and loss [1] - The rapid growth of AI investment is leading many enterprises to potentially waste resources on projects that do not deliver expected value [2] - Complex regulatory requirements are hindering 95% of EU businesses in their GenAI initiatives, causing confusion and hesitation [3] Data Management Challenges - The primary issue with AI failures is not the models themselves but the underlying data quality and management [3] - Effective AI requires data that is not only accurate but also relevant, responsible, and reliable, necessitating a holistic approach to data management [4] - Poor data management results in poor outcomes, emphasizing the need for context, connectivity, and governance in data used for AI [3][4] Strategic Implementation - Companies are often rushing to implement AI, which increases the risk of failure due to inadequate data strategy development [5] - Defining clear business use cases and identifying necessary data is essential for successful AI projects, requiring active involvement from business leaders [6] - A robust data management architecture should be designed to compile, clean, standardize, and deliver the right data at the right time, with a focus on analyzing metadata at scale [7]

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Core Points - Salesforce has granted equity awards to employees from Bluebirds and Waii as part of its Inducement Equity Incentive Plan [1][2] - A total of 42,844 restricted stock units (RSUs) were awarded to 14 employees, with a vesting schedule over four years [2] - Salesforce aims for a long-term revenue target of over $60 billion by fiscal year 2030, indicating a 10%+ organic CAGR from FY26 to FY30 [7] Group 1: Equity Awards - Salesforce granted 42,844 RSUs to 14 employees, with 25% vesting on the first anniversary and the remainder vesting quarterly [2] - The equity awards are contingent on the employees' continued service through each vesting date [2] Group 2: Revenue Target - The company announced a new long-term revenue target of $60 billion+, excluding Informatica, by FY30 [7] - This target implies a compounded annual growth rate (CAGR) of over 10% from FY26 to FY30 [7] Group 3: Strategic Partnerships - Salesforce and Google have expanded their strategic partnership, integrating Google's Gemini models into the Agentforce 360 Platform [6] - This collaboration focuses on enhancing employee productivity through deeper integrations with Google Workspace [6]

Financial Results Announcement - Upland Software, Inc. will release its financial results for the third quarter of 2025 before market opens on November 6, 2025 [1] - A conference call and webcast will follow at 10:00 a.m. Central Time / 11:00 a.m. Eastern Time [1] Access Information - The call can be accessed via a webcast on investor.uplandsoftware.com or by dialing specific toll-free numbers for North America and international participants [2] - Attendees will need to use conference ID 8422976 to join the call [2] - A recording of the webcast will be available on investor.uplandsoftware.com after the call [2] Company Overview - Upland Software is a leader in AI-powered knowledge and content management software, helping enterprises unlock critical knowledge and automate content workflows [3] - The company serves over 1,100 enterprise customers, focusing on enhancing customer and employee experiences while supporting regulatory compliance [3] Recent Achievements - Upland Software earned 49 badges in G2's Fall 2025 market reports, indicating continued momentum across its product portfolio [5] - Upland's AI-powered proposal management software, Upland Qvidian, received numerous positive customer reviews [5] Product Availability - Upland RightAnswers is now available in AWS Marketplace, facilitating easier access to the company's knowledge management solution for enterprise contact centers [6] Industry Engagement - Upland BA Insight will showcase generative AI innovation at ILTACON 2025, emphasizing its focus on innovation and strategic partnerships [7]

Palantir said on Thursday it had struck a partnership with Lumen Technologies that will see the telecommunications company using the data management company's AI software to build capabilities to support enterprise AI services. https://t.co/lTxjxTc7MA ...

Core Insights - Palantir has entered a multi-year, multi-million-dollar strategic partnership with Lumen Technologies, with Lumen expected to invest over $200 million in Palantir's technology over several years [1][3] - The partnership aims to integrate Palantir's Foundry and Artificial Intelligence Platform (AIP) with Lumen's edge computing and broadband infrastructure to enhance enterprise AI services [2][3] - Lumen is undergoing a transformation from a traditional telecom provider to a modern tech infrastructure company, aiming for significant cost reductions and operational improvements through this collaboration [3][5] Company Developments - Lumen's spokesperson indicated that the use of Palantir's technology is projected to contribute to $350 million in cost reductions by 2025, as part of a broader goal to reduce expenses by $1 billion by 2027 [3] - The partnership is part of Palantir's strategy to expand its reach, having established 19 partnerships in various sectors including telecom, healthcare, and defense in 2023 alone [5] Strategic Goals - The collaboration is designed to unlock Lumen's data more efficiently than traditional methods, with a focus on helping large enterprises enhance their operations [4] - Lumen's CEO emphasized the importance of integrating AI into real-world operations to empower businesses to innovate and grow [6]