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Veritone, Inc. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-03-27 00:18
Repositioned the commercial enterprise segment to treat unstructured audio and video as a renewable, monetizable asset class for foundational model training.Achieved 68% year-over-year growth in the public sector division by focusing on high-impact applications like iDERMS and maintaining open, air-gapped deployment flexibility.Launched the Veritone Data Marketplace (VDM) to streamline the AI supply chain by providing a governed distribution hub for rights holders and AI developers.Formed a multiyear strate ...
Veritone Reports Preliminary, Unaudited Q4 2025 Results and Announces Strategic Deal with Oracle
Businesswire· 2026-03-26 20:30
Share Veritone Reports Preliminary, Unaudited Q4 2025 Results and Announces Strategic Deal with Oracle Veritone Reports Preliminary, Unaudited Q4 2025 Results and Announces Strategic Deal with Oracle – Q4 preliminary Revenue in the range of $18.1 million - $30.0 million* – – Q4 preliminary, unaudited GAAP net loss from continuing operations of $37.0 million - $25.1 million; Q4 preliminary, unaudited Non-GAAP Net Loss from continuing operations of $13.9 million - $2.0 million* – – Announced Strategic Deal wi ...
Palantir in the Enterprise AI Race: Strengths, Challenges and Outlook
ZACKS· 2026-03-26 18:31
Key Takeaways Palantir has evolved beyond government analytics into a broader enterprise AI platform.PLTR is gaining commercial traction as companies shift from AI experimentation to operational deployment. PLTR shares rose 72% in a year but trade near 47x forward sales, far above the industry's 3.72x average.Palantir (PLTR) has evolved far beyond its early reputation as a government-focused data analytics provider. Over time, the company has transformed itself into a broader enterprise AI platform with gro ...
Workday Announces Date of Annual Stockholder Meeting on June 16, 2026
Prnewswire· 2026-03-26 12:30
Workday Announces Date of Annual Stockholder Meeting on June 16, 2026 Accessibility StatementSkip Navigation PLEASANTON, Calif., March 26, 2026 /PRNewswire/ -- Workday, Inc.(NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, today announced that its 2026 annual meeting of stockholders will be held virtually on Tuesday, June 16, 2026 at 9:00 a.m. Pacific Time / 12:00 p.m. Eastern Time. SOURCE Workday Inc. 21% more press release views with Request a Demo Also from this so ...
OpenAI's PE Pitch: Pay Us Now, Get Rich Later
Yahoo Finance· 2026-03-23 19:12
OpenAI's PE Pitch: Pay Us Now, Get Rich Later - Moby THE GIST OpenAI is going after private equity. Similar to the "better" deal the ChatGPT-maker is offering the Pentagon, CEO Sam Altman is reportedly dangling a "guaranteed minimum return of 17.5%" to big private equity firms like TPG, Bain Capital, Advent International, and Brookfield Asset Management. OpenAI, like Anthropic, is pitching a joint venture aimed at "accelerating adoption,” of enterprise AI products, per Reuters. They are hoping to raise ...
MongoDB vs. ServiceNow: Which AI Software Stock Has Greater Upside?
ZACKS· 2026-03-23 14:36
Key Takeaways MongoDB and ServiceNow are positioned to benefit from rising enterprise AI adoption.MongoDB faces slower fiscal 2027 growth and limited near-term AI revenue contribution.ServiceNow is scaling AI monetization via Now Assist and expanding contract value.MongoDB (MDB) and ServiceNow (NOW) are enterprise AI software companies positioned at the intersection of cloud infrastructure and intelligent automation. MongoDB powers modern and AI-driven applications through its flexible, developer-focused cl ...
SoundHound's Enterprise AI Momentum: A Major Revenue Engine?
ZACKS· 2026-03-23 14:05
Key Takeaways SOUN's enterprise segment drives growth, with 2025 revenues jumping nearly 100% to $168.9 million.SOUN closed above 100 Q4 deals, with AI reducing costs and boosting automation across industries.SOUN's outcome-based pricing and broad vertical reach support scalable, recurring revenue growth.SoundHound AI's (SOUN) enterprise segment is rapidly emerging as a core growth engine, supported by strong adoption across industries and expanding use cases. The company delivered nearly 100% revenue growt ...
Exclusive-OpenAI sweetens private equity pitch amid enterprise turf war with Anthropic, sources say
Yahoo Finance· 2026-03-23 10:00
Core Insights - OpenAI is offering private-equity firms a guaranteed minimum return of 17.5%, which is significantly higher than typical preferred instruments, to attract investors for joint ventures aimed at raising capital and accelerating enterprise AI adoption [2] - OpenAI has intensified its focus on enterprise AI, an area where its competitor Anthropic has historically been stronger, as both companies seek partnerships with buyout firms to deploy AI tools to established companies [3] - The joint venture structure could help absorb high upfront costs associated with customizing AI models for clients, easing financial pressures ahead of potential public listings [4] Company Strategies - OpenAI is competing with Anthropic for lucrative business customers, aiming to lock in enterprise partnerships that would enhance customer retention and scalability of their AI solutions [5] - The strategy of forming joint ventures with private-equity firms is new to the AI sector, indicating a shift in how AI companies are approaching market penetration and customer acquisition [5] Market Reactions - At least two private-equity firms have opted out of participating in the joint ventures due to concerns regarding the economics and profit profiles of the partnerships [6] - Thoma Bravo, a major software-focused buyout firm, decided against participation after questioning the long-term profitability of joint ventures with OpenAI and Anthropic, noting that many of its portfolio companies are already utilizing AI tools [7]
OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
Alex Kantrowitz· 2026-03-23 09:49
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI leadership says no more side quests 2) The company is focusing on enterprise and coding 3) Does this mean consumer AI is dead? 4) OpenAI's new focus era 5) Why OpenAI is building a Superapp 6) OpenAI partners with the consultants 7) Most first time AI buyers are choosing Anthropic 8) Nvidia CEO Jensen Huang says those who use AI to cut jobs lack imagination 9) The Metaverse is dead, or is it? 10) Jeff Bezo ...
The Next Palantir Is Already Being Built, You Just Can’t Buy It Yet: 3 AI Companies to Watch in 2026
Yahoo Finance· 2026-03-20 18:49
Founded in 2013 by the original creators of Apache Spark at UC Berkeley, Databricks built the data lakehouse category from scratch and now provides core data and AI infrastructure for a significant portion of large enterprises, including a majority of the Fortune 500."The question for investors is not whether enterprise AI is real, it is. The question is whether Palantir at current multiples is the most efficient way to own that trend."Palantir's moat rests on three pillars: deeply embedded enterprise softw ...