IRVING, Texas, Jan. 28, 2026 (GLOBE NEWSWIRE) -- XBP Global Holdings, Inc. (“XBP Global” or “the Company”) (NASDAQ: XBP), a workflow automation leader that leverages decades of industry experience, a global footprint, and agentic AI to rethink business process automation and digital transformation, announced the appointment of Mike Shufeldt as Chief Revenue Officer (CRO), XBP Americas. In this role, Mr. Shufeldt will lead the revenue strategy and commercial execution, supporting the company’s strategic shif ...

Core Insights - XBP Global Holdings, Inc. has been recognized as a Leader in NelsonHall's 2026 Healthcare Payer Agility and Innovation Market Analysis, highlighting its strong position in the healthcare payer services market [1][8][11] Company Overview - XBP Global is a multinational technology and services company specializing in workflow automation, with a presence in 20 countries and approximately 11,000 professionals [14] - The company partners with over 2,500 clients, including many Fortune 100 companies, to facilitate hyper-automation and digital transformation [14][15] Market Position - The NelsonHall Vendor Evaluation & Assessment Tool (NEAT) identifies XBP Global as a top performer in healthcare payer services, assessing vendors based on various criteria including member services, claims management, and platform-enabled operations [2][8] - XBP Global's capabilities in intelligent document processing, workflow automation, and analytics-driven process optimization contribute to improved operational efficiency for healthcare payers [10][11] Strategic Focus - The company emphasizes its role as a centralized digital gateway across payer operations, leveraging investments in AI and agentic AI to reduce operational complexity [9][11] - XBP Global supports over 200 million healthcare subscribers and processes more than 1 million complex healthcare claims daily, underscoring its significant impact in the industry [11]

Core Viewpoint - TCW Concentrated Large Cap Growth Fund's third-quarter 2025 performance was impacted by the overall equity market rally, with the fund returning +4.11% compared to +10.51% for the Russell 1000 Growth Index, amid optimism around AI investments and positive corporate earnings [1] Company Performance - ServiceNow, Inc. (NYSE:NOW) reported a one-month return of -4.95% and a 52-week decline of 30.99%, closing at $152.59 per share with a market capitalization of $158.448 billion as of December 24, 2025 [2] - The company experienced strong year-over-year growth in current Remaining Performance Obligations (cRPO) at +21.5%, exceeding consensus expectations of +19.4%, and subscription revenue grew by 20.5% year-over-year in constant currency, reaching $3.299 billion in the third quarter [3][4] Competitive Position and Outlook - Despite challenges, ServiceNow's competitive position as a leading workflow platform is emphasized, with the potential to integrate AI solutions across various enterprise systems [3] - The company added six new government clients during the quarter and closed 21 deals involving AI-embedded products, indicating strong demand and a solid market position [3] - Investor concerns regarding ServiceNow's exposure to the U.S. Federal government are noted, but the company has adopted a conservative approach in its guidance for the next quarter [3]

Core Insights - Copyseeker has launched an official n8n community node, enabling users to integrate reverse image search into their workflow automations without coding [1][4] - The n8n node allows for automated monitoring of image usage online, addressing the challenges faced by photographers, e-commerce brands, and marketing teams in tracking their visual content [3][4] Group 1: Product Features - The n8n node enables users to set up workflows that can automatically check for image matches, send alerts, and log data for documentation [3][5] - Users can create complex workflows, such as auto-generating takedown request drafts when high-confidence matches are found [5][6] - The node processes image URLs through Copyseeker's search, returning match data including similarity scores and page information [6] Group 2: Market Relevance - The launch of the n8n node comes at a time when visual content theft is prevalent, highlighting the need for better tools for creators and businesses [4] - The service aims to simplify the process of monitoring image usage, which has traditionally been labor-intensive and inefficient [4]

Group 1: Workflow Automation and Cost Savings - Clarifire's blog discusses how servicers are modernizing processes through workflow automation, highlighting examples like one-click trial modification letters and automated GSE exception handling, which lead to operational improvements [1] - The average Encompass customer is seeing a financial benefit of $1,056 per loan due to innovative workflows and automation, indicating significant ROI for lenders [4] Group 2: UAD 3.6 Preparation - Class Valuation emphasizes the importance of deep learning for lenders and appraisers in preparing for UAD 3.6, providing resources and a webinar series to facilitate understanding of the new format [2] Group 3: FICO Score 10T Integration - MCT and FICO have expanded their collaboration to integrate FICO Score 10T into MCT's software suite, enhancing credit intelligence for MSR portfolio managers and investors, and improving asset quality analysis [3] Group 4: Market Trends and Federal Reserve Actions - The Federal Reserve has cut the federal funds rate to a range of 3.50 to 3.75 percent, indicating a neutral policy stance with limited room for further reductions [8] - The Fed raised its 2026 GDP outlook and trimmed inflation forecasts, suggesting confidence in controlling inflation while planning to buy $40 billion in Treasury bills to ease liquidity strains [9] Group 5: Mortgage-Backed Securities (MBS) Insights - Loan balance pools are favored in MBS structuring for their predictability in prepayment behavior, with larger-balance UMBS 30-year pools currently paying the slowest due to refinancing challenges [10] - New loan-balance spec pools totaling $170.7 billion have entered the market, providing liquidity, while servicers like Rocket and AmeriHome are key determinants of prepayment outcomes [11][12]

Summary of Pegasystems Conference Call Company Overview - **Company**: Pegasystems (NasdaqGS:PEGA) - **Industry**: Workflow automation and AI-driven customer engagement solutions - **Key Focus**: Automating and improving decision-making processes in large organizations [3][4][5] Core Points and Arguments 2025 Performance and Growth Drivers - **Sales Transformation**: Significant changes in the sales team structure, focusing on client engagement rather than lead generation [4][5] - **Pega Blueprint**: Introduction of Pega Blueprint, leveraging AI for application design and modernization, facilitating faster workflow creation [4][5][18][19] - **New Client Acquisition**: Renewed focus on acquiring new clients after a period of concentrating on existing client relationships [5][24] Financial Metrics - **Annual Contract Value (ACV) Growth**: Mid-teens growth in ACV for Q3 2025, with a guidance of 12% for the full year, but actual growth at 14% annualized [7][8] - **Pega Cloud Growth**: 27% year-over-year growth in Pega Cloud ACV in Q3, driven by increased demand for cloud migration and modernization [9][10] Competitive Landscape - **AI Differentiation**: Pega's unique position in the market is reinforced by its ability to handle both structured workflows and flexible AI applications [12][13][14][28] - **Market Position**: Pega is positioned as a leader in workflow automation and AI-based decisioning, with a focus on addressing legacy systems and modernization [28][30] Strategic Partnerships - **AWS Relationship**: A five-year strategic agreement with AWS, enhancing Pega's cloud capabilities and integration with AWS services [30][31] - **Legacy Transformation**: Collaboration with AWS to modernize legacy COBOL applications, addressing a significant market need [34][35] Future Outlook - **Digital Transformation Trends**: Increased focus on security, usability, and customer experience as key drivers for digital transformation initiatives [37][38] - **Long-term Financial Goals**: Targeting over $700 million in free cash flow by 2028, with a strong emphasis on recurring revenue and high retention rates [44][45] CIO Priorities - **AI Utilization**: CIOs are prioritizing how and where to implement AI within their organizations, indicating a strategic focus on targeted AI applications [46][47] Additional Important Insights - **Market Potential**: Pega has a significant addressable market, with many existing clients not fully utilizing their digital transformation capabilities [24][25] - **Sales Efficiency**: The introduction of Pega Blueprint has streamlined the sales process, allowing new sales personnel to engage effectively with clients from the outset [22][23] This summary encapsulates the key points discussed during the Pegasystems conference call, highlighting the company's strategic direction, financial performance, and market positioning.

Core Insights - XBP Global Holdings, Inc. has announced a long-term engagement with Region Uppsala, Sweden's regional public authority, marking a significant step in its strategy to enhance public sector services in Europe [1][3] - The collaboration aims to improve the management of critical healthcare and administrative records through XBP's Plexus workflow platform and XDS technology, ensuring accuracy, security, and operational consistency [2][3] Company Overview - XBP Global is a multinational technology and services company specializing in intelligent workflows, with a presence in 20 countries and approximately 11,000 professionals [5] - The company partners with over 2,500 clients, including many Fortune 100 companies, to facilitate hyper-automation and digital transformation [5][6] Strategic Focus - The engagement with Region Uppsala reflects the trust public institutions have in XBP to enhance service reliability and operational standards [3] - XBP's solutions are designed to support resilient, compliant, and scalable processes that ensure vital information is accurate and accessible when needed [3]

Core Viewpoint - Zoom Video is facing increased competition from major players like Microsoft and Google, which necessitates a strategic pivot to remain relevant in the market [3][6][12]. Company Analysis - The excitement surrounding Zoom has diminished since its peak during the COVID-19 pandemic, and it is now viewed as a company needing to adapt to survive [2][4]. - The company is currently competing in a saturated market where Microsoft Teams is integrated into many existing systems, making it difficult for Zoom to gain traction [6][12]. - There is a need for Zoom to explore opportunities in AI and workflow automation to differentiate itself from competitors and avoid being seen as a commodity service [4][8][13]. Competitive Landscape - Microsoft and Google dominate the video conferencing space, making it challenging for Zoom to compete directly [3][6]. - The potential for Microsoft to acquire Zoom has likely passed due to the significant increase in Zoom's stock price, which makes it less attractive compared to building similar technology in-house [5][7]. - Zoom may need to carve out a niche in the small and medium enterprise market, but this is complicated by the widespread use of Microsoft products among these businesses [11][12]. Future Outlook - For Zoom to regain investor interest, it must demonstrate a clear strategy for AI adoption and workflow automation that enhances employee productivity beyond just video conferencing [8][13]. - The company’s ability to pivot towards AI-driven solutions could potentially accelerate growth and improve its market valuation [8].

MIXI deployed ChatGPT Enterprise to all employees in 45 days, reaching 80%+ weekly usage within three months and creating 1,600+ GPTs. Teams now work faster and more confidently, with some projects cutting work hours by over 90% and cross-functional workflows becoming routine. Read the full story: https://openai.com/index/mixi/ ...

Financial Data and Key Metrics Changes - The company reported record results in Q3 2025, with Pega Cloud ACV, revenue, and free cash flow all reaching new highs, showing continued acceleration [22] - Annual contract value (ACV) grew 14% year over year, with over $147 million in net new ACV added in constant currency during the first nine months of 2025, exceeding the total net new ACV added in all of 2024 [22][28] - Pega Cloud grew 27% year over year, representing the fastest-growing component of Pega's total ACV [22][23] Business Line Data and Key Metrics Changes - Pega Cloud was highlighted as a major growth driver, with margins approaching 80% in Q3 [23] - The unique approach of utilizing AI in the design phase while leveraging predictable workflows at runtime continues to differentiate the company in the market [24] Market Data and Key Metrics Changes - The company is experiencing strong momentum as clients shift from experimentation to execution, embracing Pega GenAI Blueprint for enterprise transformation [11][24] - The federal sector is undergoing changes, with IT modernization being a bipartisan focus area, indicating potential growth opportunities in government contracts [78] Company Strategy and Development Direction - The company aims to be the workflow automation and AI orchestration platform of choice for enterprises, leveraging its unique architecture and solutions [11][17] - Pega GenAI Blueprint is positioned as a game changer, enhancing client engagement and accelerating the time from design to production [13][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing the distinctive architecture and the unrivaled Blueprint solution as key advantages in handling modern enterprise complexities [20] - The company is confident that its approach to AI will resonate with prospects, clients, and partners, emphasizing the importance of predictability in AI applications [21] Other Important Information - The company completed its largest share repurchase quarter ever, purchasing $393 million of Pega stock, demonstrating confidence in long-term business value [27] - The company remains debt-free after repaying its convertible senior notes in March 2025 [27] Q&A Session Summary Question: What drove the much better ACV and acceleration versus your expectation of it slowing down? - Management indicated that the positive impact of Pega GenAI Blueprint on business performance was a key driver of the better-than-expected ACV growth [31] Question: What is the current state of the federal business and deal environment? - Management noted that while the federal space has faced challenges, long-term projects continue to progress, and IT modernization remains a priority [33][78] Question: Can you discuss the early feedback on the new predictable AI agents? - Management highlighted that the understanding of the differences in their AI agents is resonating with customers, emphasizing the predictability of their approach compared to competitors [37][38] Question: How is pricing evolving in the industry? - Management stated that they are ahead of competitors in moving towards work-based pricing, aligning vendor and customer incentives [58][62] Question: Are you seeing any new players in the space? - Management acknowledged peripheral competitors but emphasized the importance of a center-out approach for true omnichannel capabilities [63] Question: Are customers integrating the new AI agents into production? - Management confirmed that many new implementations in the last six months are in production, showcasing the enthusiasm for the Blueprint approach [67][70]