The Market Infrastructure Grid provides a clear operating view of the Sei ecosystem.Security, capital, & access — mapped into a unified framework enterprises and institutions can adopt from day one.Sei is infrastructure for modern markets. The Grid is how enterprises plug in.Sei (@SeiNetwork):Introducing the Sei Market Infrastructure Grid.As enterprise adoption on Sei compounds, a structure has emerged: a coordinated market system of capital, distribution, and infrastructure that reinforce one another acros ...

RT Sei (@SeiNetwork)Introducing the Sei Market Infrastructure Grid.As enterprise adoption on Sei compounds, a structure has emerged: a coordinated market system of capital, distribution, and infrastructure that reinforce one another across the ecosystem.This is the enterprise adoption flywheel. https://t.co/6fgcCd24YF ...

Introducing the Sei Market Infrastructure Grid.As enterprise adoption on Sei compounds, a structure has emerged: a coordinated market system of capital, distribution, and infrastructure that reinforce one another across the ecosystem.This is the enterprise adoption flywheel. https://t.co/6fgcCd24YF ...

Summary of Appian FY Conference Call (December 10, 2025) Company Overview - **Company**: Appian (NasdaqGM: APPN) - **Industry**: Enterprise Software, focusing on AI and process automation Key Points and Arguments Financial Performance - Appian has high retention rates and gross margins, indicating a strong business model [1][6] - EBITDA margin improved from negative 12% in 2023 to approximately 10% in the latest guidance [15] AI Integration and Value Proposition - Appian is positioned to facilitate enterprise adoption of AI, addressing the need for guardrails, security, and data access [4][6] - Approximately 25% of customers are already paying for AI services, indicating strong initial adoption [49] - AI is integrated into existing processes, enhancing efficiency and accuracy, particularly in document processing [82][83] Go-to-Market Strategy - The company has shifted focus to high-value use cases, targeting complex, mission-critical applications [7][36] - A reduction in the sales organization has led to increased productivity and cost savings [39][41] - Appian aims to align with C-suite priorities to drive larger deal sizes [7][36] Market Dynamics - Despite market volatility, Appian has not seen hesitance from customers in pursuing IT objectives [48] - The federal sector has shown growth, with Appian's federal business outpacing overall company growth [58] Capital Discipline and Profitability - Appian has implemented capital discipline, focusing on profitability and scrutinizing headcount growth [14][115] - The company aims to balance moderate growth with profitability improvements [116] Cloud vs. Self-Managed Business - Approximately 80%-90% of new business is in the cloud, but self-managed deployments continue to grow, especially in regulated industries [97][100] - The self-managed business model presents cash flow challenges due to upfront payments [101] Future Outlook and Capital Allocation - Appian is generating meaningful cash flow and approaching a net debt zero position [128] - The company has conducted share buybacks to return capital to shareholders, indicating a commitment to shareholder value [132] - While open to M&A opportunities, Appian remains cautious about large acquisitions in the rapidly evolving AI landscape [134][138] Additional Insights - The company culture is noted for its focus on efficiency and internal use of AI [9] - Appian's AI offerings are expected to evolve, with a focus on customer engagement and proof points [85] - The emphasis on automation in government processes presents a long-term growth opportunity for Appian [60][63]

Just last week, you announced a further expansion of your partnership with Open Air. Talk a little bit about how these two coexist under the Accenture umbrella. Sure.So all of our partnerships start with client demand. So the partnerships are responding to client demand and we have a long history. Our clients expect us to be the number one partner for every technology company that matters.And Anthropic, this partnership that we've announced today is very important to our clients. And so that's the role we p ...

H bar continues to hold weekly support right around roughly 13 cents. This is very good to see. However, we still need to be very cautious of this level while we await a much larger recovery in the market. Now, one thing that I have been talking about with Hideera is just all of the big factors surrounding price action because over time what will happen is the market will rebound. H bar will start to rebound in a big way. H bar will continue to move to the upside and everyone will be asking why why has har ...

TECHNOLOGIES AND A SPEAKER AT NEW ECONOMY. WELCOME. MATT: THANK YOU FOR HAVING ME.AVRIL: GREAT TO SEE YOU. SO WE'VE BEEN TALKING ABOUT CIRCULAR DEALS. THERE'S CONCERN ABOUT HOW INVESTMENTS HAVE BEEN PLOWING THROUGH THE A.I. ECOSYSTEM. AND TALK OF FROTH, A BUBBLE, WHAT ARE YOU SEEING IN TERMS OF DEMAND.MATT: IT'S INTERESTING. IF YOU ASK THE QUESTION ABOUT A BUBBLE YOU CAN THINK ABOUT IT IN TWO WAYS. THE TECHNOLOGY ITSELF AND VALUATIONS.AND THEY ARE SEPARATE QUESTIONS. IF YOU LOOK AT THE TECHNOLOGY ITSELF, TH ...

Now from hardware to software. Joining us now here in San Francisco is Cash Rangun Goldman Sachs, senior software analyst. His team putting out a note this week.Cash, good to have you here. Uh good to be back here in the Bay Area. So fundamental question here.Is open AI becoming a single point of failure for the AI economy. People talk about it being a circular. I don't think it really is circular because they're taking money from a lot of places and putting money back out to a lot of different places.But i ...

Enterprise Adoption & Product Development - GPT-5 represents a significant advancement, enhancing coding, writing, and healthcare applications for both consumers and medical professionals, unlocking enterprise opportunities [1] - The model is more reliable, excelling in tool usage, structured thinking, reasoning, and problem-solving, leading to increased enterprise use cases, particularly in coding [2] - 92% of Fortune 500 companies were actively using chatbots shortly after launch, indicating organic adoption in enterprise environments [4] - The company aims to build the best product, recognizing its utility across various functions like marketing, software engineering, data analysis, and research [5] Market Share & Competition - While some analyses suggest a market share decrease from 50% to 25% in the enterprise market, the company focuses on delivering value to customers through best-in-class models and products [6][7] - The company's API is actively used by over 4 million developers daily to build new products, supporting thousands of startups [8] Growth & Infrastructure - The company experienced rapid growth in enterprise seats, increasing from 3 million to 5 million in two months, indicating accelerating demand [9] - The company is investing aggressively in infrastructure, including a $500 billion project (Stargate) in the United States, to meet the increasing demand for AI [11] - The company serves infrastructure at scale, supporting 700 million users and processing billions of tokens per minute [14] Partnership with Microsoft - The company has a positive relationship with Microsoft, a key infrastructure partner through Azure, and anticipates continued collaboration [17] - Microsoft is seen as a crucial partner in distributing the technology's benefits to the world, given its significant footprint [18] Talent & Mission - The company attracts talent due to its mission-driven approach, focused on building general intelligence beneficial for humanity [21][22]

Core Viewpoint - The analyst has given a buy rating to DocuSign (NASDAQ: DOCU) based on the expectation of accelerated growth in the coming years, contingent on successful execution of initiatives related to Intelligent Agreement Management (IAM) and enterprise adoption [1]. Group 1: Company Analysis - DocuSign is positioned to benefit from increased adoption of its Intelligent Agreement Management solutions, which could drive significant growth [1]. - The investment strategy focuses on identifying undervalued companies with long-term growth potential, emphasizing the importance of buying quality companies at a discount to their intrinsic value [1]. Group 2: Investment Philosophy - The investment approach combines value investing principles with a long-term growth focus, allowing for the compounding of earnings and shareholder returns over time [1].