AvePoint (AVPT) FY Conference August 13, 2025 11:35 AM ET Company ParticipantsTianyi Jiang - Co-Founder, CEO & DirectorJim Caci - CFOConference Call ParticipantsTimothy Horan - MD & Senior AnalystTimothy HoranGood morning, everybody. Tim Horan, the cloud and communications analyst, here at Oppenheimer. My pleasure to be hosting the most of the senior management team of of AppPoint. We're gonna just have a fireside chat, no presentation. If anyone has any questions, feel free to, ask them on the the webcast, ...

Financial Performance & Growth - AvePoint's total Annual Recurring Revenue (ARR) reached $327 million in 2024, demonstrating a 23% Compound Annual Growth Rate (CAGR) from 2022 [35] - The company's Non-GAAP operating margin improved significantly to 144% in 2024, a 1560 basis points increase since 2022 [37] - As of Q2 2025, total ARR grew 27% year-over-year to $3676 million [82] - The company is aiming for $1 billion of ARR by 2029 [76, 78] Customer Base & Market - AvePoint has rapidly built a diverse customer base, reaching 25,178 total customers in 2024, reflecting a 21% CAGR from 2022 [27] - North America contributes 44% of the total ARR, with a 22% ARR CAGR [32] - The company operates in a large and growing addressable market, estimated at $813 billion in 2024 and projected to reach $140 billion by 2028, representing a 146% CAGR [21] Product & Strategy - AvePoint is positioned as a leading one-stop solution for data management, focusing on data security, governance, and protection [18, 19] - The company employs a platform-first strategy to maximize the interoperability of every solution [43] - The company's recurring revenue mix continues to grow, with SaaS revenue representing 73% of total revenue as of Q2 2025 [91]

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Core Insights - More than half of global executives (57%) are confident that AI will enhance customer experience (CX), yet only 17% believe their organization is currently optimizing CX effectively, indicating a significant opportunity gap [1][2] - The gap in CX optimization is a global challenge, with rising customer expectations presenting opportunities for companies that can close this gap [2] - Nearly three-quarters of respondents are optimistic about AI's benefits, with 33% believing it will be extremely impactful and 40% believing it will be impactful [3] CX Optimization and Spending Trends - Two-thirds of business leaders express confidence in their organization's resources for effective CX management, with 69% increasing investments in marketing resources and 73% boosting investments in tools and technologies for CX enhancement over the past two to three years [4] - Looking ahead, 76% of respondents expect increases in CX spending, with 53% anticipating increases of less than 10% and 23% expecting increases exceeding 11% [5] Strengths and Weaknesses in CX Strategy - The top strengths identified in CX strategy include brand promise, while the top weaknesses include omni-channel experience [6] - In the Asia-Pacific region, 57% of executives consider CX extremely important, but only 14% believe their company is very effective at optimizing performance [6] - 71% of respondents feel their organization is effective at maintaining customer trust in data practices, while 65% believe their company is transparent about data collection and usage [7] Execution Challenges - There is a contradiction where 64% of executives believe in their company's ability to gain actionable insights from CX data, yet they often fall short in execution, particularly in leveraging technology effectively [8] - The disconnect between confidence in CX strategy and the actual customer experience highlights the need for organizations to shift from intention to execution and commit to sustained investment in CX capabilities [9] Methodology - The insights are based on a global survey conducted by Protiviti and the University of Oxford, involving over 250 board members, C-suite executives, and other business leaders across 20 countries, representing more than 25 industries [9]

Government & Policy - The government is integrating data management into the economy and national security [1] - This integration has implications for China [1] - Democracies can learn lessons from this integration [1]

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Group 1 - Denodo has achieved Snowflake Financial Services Competency certification, demonstrating its capability to assist financial institutions in meeting data management, regulatory compliance, and digital transformation needs through Snowflake Data Cloud [1] - The certification is awarded to partners with mature solutions and delivery capabilities in banking, capital markets, and insurance, highlighting Denodo's commitment to the financial industry [1][2] - Denodo's platform provides financial institutions with flexibility and governance, enabling unified data management across cloud and on-premises environments, including data stored in Snowflake [2] Group 2 - The integration of Denodo Platform's real-time data delivery capabilities with Snowflake's secure and scalable Data Cloud allows joint customers to advance various use cases [2] - Denodo has previously achieved Snowflake technology readiness validation and is recognized as a top partner in the Snowflake AI Data Cloud product tier, enhancing its ability to maximize data value for enterprises [2] - Denodo's platform enables organizations to deliver trusted AI-ready and business-ready data in one-third of the time compared to traditional data lakes or other mainstream data platforms, with performance up to 10 times higher [3]

Core Insights - Denodo has achieved the Snowflake Financial Services Competency, highlighting its capability to assist financial services organizations with data management and digital transformation needs using the Snowflake Data Cloud [1][2]. Company Overview - Denodo is recognized as a leader in data management, offering the Denodo Platform, which is designed for transforming data into reliable insights and outcomes across various data-related initiatives [5]. - The Denodo Platform enables organizations to manage data across both cloud and on-premises environments, providing agility and governance [3]. Industry Impact - The Snowflake Financial Services Competency is awarded to partners that demonstrate success in delivering tailored solutions for the financial services sector, including banking, capital markets, and insurance [2]. - Denodo's partnership with Snowflake is strengthened by this competency, positioning Denodo as a strategic data management partner for financial services firms pursuing digital innovation [4]. Use Cases - The combination of Denodo's real-time data integration and Snowflake's secure Data Cloud allows joint customers to implement various use cases, such as AI/ML modeling, real-time regulatory reporting, customer 360 views, fraud detection, ESG reporting, and cloud modernization [6].

Core Insights - Denodo has launched a new certification called Denodo AI SDK Certified Developer Associate to recognize individuals skilled in accelerating the development of AI and GenAI solutions [1][2] - The Denodo Platform, currently at version 9.2, integrates Denodo Assistant for automating key data engineering tasks and Denodo AI SDK for speeding up AI-driven application development [1][2] Company Overview - Denodo is a leader in the data management field, with its award-winning Denodo Platform being a leading logical data management platform [5] - The platform enables organizations to deliver trustworthy AI-ready and business-ready data in one-third of the time compared to traditional data lakes or other mainstream data platforms, achieving performance that is ten times higher [6] Certification Benefits - The Denodo AI SDK Certified Developer Associate certification helps organizations identify top talent capable of enhancing the implementation of Denodo Platform and AI SDK [2] - The certification provides a clear pathway for skill recognition and development, empowering developers to innovate in the rapidly evolving AI field [2][3] - Certified professionals can showcase their skills, opening doors to more complex projects and leadership opportunities within their organizations [3]