Tired of feeding data to OpenAI, Google, or Anthropic? A few open-source tools and the Model Context Protocol let you give any lightweight model real-time browsing powers. https://t.co/NNTgznQAV0 ...

Core Insights - The announcement of an open standard for exchanging semantic information aims to enhance interoperability among major industry players like Salesforce, DVT Labs, and BlackRock, facilitating the development of AI solutions [2][3][6] - The new interchange format is designed to simplify the process of sending and receiving semantic information, making it easier for companies to create value from their data [4][5] - The integration of this standard is expected to accelerate productivity gains in the data industry and improve the functionality of large language models [6][9] Industry Developments - The introduction of the model context protocol by Anthropic addresses issues of data silos and interoperability, providing a foundational layer for creating agents that can utilize various protocols [7][8] - The productivity gains observed by companies using these new technologies indicate a positive trend, with specific examples highlighting improved access to sales data and customer information [10][11][12] - The coding of agents is emerging as a significant application of language models, with notable adoption across enterprises leading to remarkable productivity improvements [12][13] Workforce Considerations - The company acknowledges concerns regarding talent acquisition, particularly related to H-1B visas, but notes that less than 10% of its workforce is on such visas [14][15] - The company emphasizes the value that tech workers from around the world bring to the industry and is actively engaging with the administration to ensure a mutually beneficial outcome [16]

Financial Data and Key Metrics Changes - Total revenue for fiscal year 2025 was approximately $49.1 million, a 10% increase from fiscal year 2024 [17] - Platform subscription revenue increased 36% to roughly $19 million [17] - Annual recurring revenue (ARR) reached $20.9 million, up 20% year over year [11] - Net income for the quarter was $2.4 million or $0.07 per diluted share, compared to a net loss of $2.8 million or $0.09 per diluted share in the prior year quarter [16] - Adjusted EBITDA for the year was $5.3 million, a company record compared to $2.2 million in fiscal year 2024 [19] Business Line Data and Key Metrics Changes - Platform subscription revenue accounted for over 40% of total revenue in the quarter, increasing from 35% in the prior year quarter [11] - Transaction revenue for fiscal year 2025 was $30.1 million, a 2% decrease from the prior year [17] - The company added 38 net new platform deployments in the last quarter, with balanced growth between new sales and upsells [12] Market Data and Key Metrics Changes - The company experienced a modest sequential decline in B2C ARR due to seasonal challenges [12] - The total active customer count for the quarter was 1,338, down from 1,398 in the same period a year ago [13] - The company noted competitive pressures in the B2C space that may affect near-term growth [24] Company Strategy and Development Direction - The company aims to reach a $30 million platform ARR target by the end of fiscal year 2027, focusing on product development and unique value delivery [5] - A shift from a transaction-based model to a vertical SaaS model is underway, with an emphasis on AI-driven solutions [8] - The company is pursuing a headless strategy, allowing customers to integrate services into their own systems and workflows [33] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the momentum in B2B ARR growth and expects continued strong performance [23] - There are expectations for transaction revenue growth to remain challenging in fiscal year 2026, but a potential flattening of declines is anticipated [24] - The company plans to continue investing in sales and marketing as well as technology and product development while aiming to reduce overall general and administrative expenses [24] Other Important Information - The company generated over $7 million in cash flow from operations in fiscal year 2025, almost double the previous year's result [23] - The final earn-out for the SITE acquisition was determined to be $15.4 million, with payments structured to be 62% in cash [20] Q&A Session Summary Question: Can you touch on the sequential uptick in ASP? - Management noted that larger deals have been secured due to the onboarding of a new Chief Revenue Officer and improved sales training [42] Question: How is the Resolute software adapting to the new strategy? - Management indicated that Resolute's strong API aligns well with the headless strategy, allowing for better integration into customer workflows [44] Question: What are the trends regarding COGS on the platform side? - Management explained that cost optimization efforts, including prepayments for hosting services, have contributed to lower COGS despite revenue growth [52] Question: Can AI-related deals continue to grow at the current pace? - Management expects continued strong results in the B2B space but anticipates slower growth in the B2C space due to increased competition [55] Question: What is driving the strength in deals above $100,000? - The new sales process and pricing strategy have led to larger deals, with a focus on understanding customer pain points and delivering value [58] Question: Can you elaborate on the partnership with LibKey? - Management described the partnership as an opportunity to expand the academic business by facilitating access to scientific articles through link resolver technology [64] Question: What is the current penetration of Article Galaxy customers also using SITE? - Management indicated that penetration remains low to mid-single digits, with most SITE sales going to new customers [68] Question: How do you expect margins to expand in fiscal year 2026? - Management anticipates crossing the 10% EBITDA margin threshold while continuing to invest in growth [70]

Model Context Protocol (“MCP”) article for reference:s4mmy (@S4mmyEth):https://t.co/PPw4baHQst ...

Model Context Protocol (MCP) - Model Context Protocol (MCP) 的清晰解释（附带视觉效果）[1]

General Overview - The document is a wrap-up message encouraging readers to reshare the content if they found it insightful [1] - It promotes the author's profile for daily tutorials and insights on DS (Data Science), ML (Machine Learning), LLMs (Large Language Models), and RAGs (Retrieval-Augmented Generation) [1] Focus Area - The author, Avi Chawla, shares explanations on Model Context Protocol (MCP) with visuals [1]

Protocol Overview - Model Context Protocol (MCP) is explained with visuals [1]

Decentralized AI - Web3 和 Model Context Protocol (MCP) 的结合可能为去中心化人工智能提供新的基础 [1] Industry Perspective - Sentora 的联合创始人 Jesus Rodriguez 认为 Web3 和 MCP 的结合具有重要意义 [1]

Technology & Product - OriginTrail's Decentralized Knowledge Graph (DKG) provides verifiable and traceable context for agents [1] - Model Context Protocol (MCP) allows agents to access verifiable knowledge, discover context, and store trusted memory via DKG [1] - OriginTrail is supercharging Microsoft Copilot with verifiable memory [1] Security & Infrastructure - OriginTrail's DKG is secured by Polkadot [1] Partnership & Integration - OriginTrail is partnering with Microsoft to enhance Copilot [1]

Core Insights - Coveo has expanded its partnership with Salesforce to enhance AI capabilities through the Model Context Protocol (MCP) Server on AgentExchange, aiming to improve the accessibility and reliability of enterprise data for AI agents [1][4] - The MCP Server will enable enterprises, particularly in e-commerce, to create and deploy AI agents that can access real-time data, thereby enhancing customer experiences and operational efficiency [2][3] Company Developments - The Coveo MCP Server on AgentExchange will complement the existing Coveo for Agentforce application, providing a more intelligent self-service experience for users and reducing the time needed to find information [3] - Coveo's commitment to customer success is reinforced through this partnership, which aims to unlock the potential of digital labor and ensure effective AI initiatives [4] Industry Context - The partnership highlights the growing importance of modular, scalable, and standards-based systems in the AI landscape, with the MCP being a critical enabler for enterprises to build reliable AI agents [4] - The collaboration is positioned within a multi-trillion dollar market opportunity, emphasizing the potential for businesses of all sizes to engage in the AI agent economy [4]