Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including without limitation, statements regarding Ms. Shenkan's contributions to the Board, our future operations and strategy, implementation of our innovation and digital transformation and optimization ini ...

ZENVIA New Strategic Cycle 4Q & FY 2024 Earnings Presentation Opening Remarks Cassio Bobsin Founder & CEO AI is no longer a promise. It has become a fundamental pillar in how companies engage with their customers. 3 2003 | Startup 2011 | SMS Consolidation 2018 | Portfolio expansion with a focus on CX SaaS 2025 | Zenvia Customer Cloud BUSINESS CYCLES STRATEGIC CYCLES | STARTING THE 4TH CYCLE 4 Innovative Model Flexibility of adoption Use of AI Scalable Revenue 5 Key Financial Highlights Shay Chor CFO Used by ...

当微软CEO预言SaaS时代终结，AI Agent能否扛起颠覆大旗？这场"智能革命"正撕开企业服务市场的新战 场。 AI Agent的风有多大？ 2024年年底，微软CEO纳德拉直接作出了这样的预言："软件即服务（SaaS）应用将会在AI Agent的时代崩塌。" 要知道，微软可是全球SaaS巨头之一，因此这番话可以说是对AI Agent潜力最具分量的背书，或许没有之一。 不过，在眼下这个时间节点，我们真的已经能看到AI Agent浪潮涌来，要将SaaS"拍死在沙滩上"了吗？ 只能说，这个问题的答案，现在还远远称不上清晰。 3000亿美元规模背后的裂痕 和今天的AI Agent一样，SaaS曾经也是创投圈的"宠儿"。 SaaS是一种云计算模式，用户无需在本地安装软件，而是采用订阅制，通过web端连接软件服务，将更新和维护都交 给了供应商。 然而，这样的风光背后，SaaS也存在一些始终未被有效解决，甚至越来越成为桎梏的痛点。 不但Salesforce、Shopify这样以SaaS为安身立命之本的明星公司涌现，微软、Adobe这样的科技巨头也进行了转型，将 SaaS作为其核心战略的一部分。 根据Statista的 ...

企业并购真实情况到底如何？创业公司应如何制定有效的被并购策略？并购决策背后又隐藏着哪些不为人知的 逻辑？ 近期，HubSpot 联合创始人 Brian Halligan 根据他与 Salesforce、Adobe 等公司多年的互动经历，深刻解读了当 今企业并购的真实情况，揭示了并购背后的策略与真相： 企业并购邀约的真实情况远比传闻稀少 一个让我感到惊讶的事实是，在HubSpot长达18年的发展历程中，我们几乎没有收到过任何正式的收购要约。 Salesforce从未提出过严肃的收购意向，尽管曾有传言说谷歌要收购HubSpot，但这些都不是真的。我们只收到 过几次不痛不痒的接触。这让我很意外，我本以为会有很多收购机会。 大公司的并购极其复杂 "对于一家科技公司而言，收购一家公司远比你想象的要复杂得多" "软性成本远比现金或股票高得多" 整合过程可能会消耗掉"像那些高薪人才大约10000小时的时间" 主动上门的兴趣至关重要 "如果你想卖掉你的公司，那没人会想买" "必须是对方主动找上门来" 聘请银行家来兜售你的公司"从来行不通" 战略合作伙伴关系可能突然转变为竞争关系 HubSpot 曾将 Salesforce 视 ...

On the face of it, NICE Ltd. (NASDAQ: NICE ) ( OTCPK:NCSYF ) looks like probably the most undervalued cloud native software solutions company I have come across. The Q1 2025 results showed an overall strong performance, with cloud revenue risingI am a stock analyst with 20+ years of experience in quantitative research, financial modeling, and risk management. I specialize in equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities. As a former Vice Preside ...

Core Insights - Zenvia Inc. reported strong revenue growth driven by its CPaaS segment, with total revenues for FY 2024 reaching BRL 960 million, an 18.8% increase from BRL 808 million in FY 2023 [6][26] - The company launched Zenvia Customer Cloud in October 2024, which integrates AI into customer experience solutions, and has already attracted nearly 6,000 clients [2][11] - Despite revenue growth, profitability metrics fell short of expectations due to increased costs, particularly in the SMS segment, and competitive pressures in the SaaS market [2][26] Financial Performance - Q4 2024 revenues were BRL 231.4 million, a 6.6% increase from BRL 217 million in Q4 2023, with CPaaS revenues growing by 17% year-over-year [6][19] - Full-year Normalized EBITDA reached BRL 105.1 million, up 38.1% from BRL 76.1 million in 2023, but below the guidance range of BRL 120 million to BRL 140 million [27][26] - The company's G&A expenses decreased by 37% year-over-year in Q4 to BRL 19 million, improving the G&A as a percentage of revenues to 8.3% [10][24] Segment Analysis - The SaaS segment experienced a revenue decline of 9.7% in Q4 2024, primarily due to lower revenues from Enterprise customers, while full-year SaaS revenues increased by 8% [12][14] - The CPaaS segment reported revenues of BRL 155.9 million in Q4 2024, a 16.9% increase year-over-year, but faced a significant drop in Non-GAAP Adjusted Gross Profit, down 90.9% [17][19] - Total active customers at the end of FY 2024 were 10,622, with a notable decrease in active customers in both SaaS and CPaaS segments [10][12] Strategic Initiatives - The launch of Zenvia Customer Cloud is positioned as a key strategic initiative, aimed at enhancing customer engagement through AI-driven solutions [2][11] - The company plans to focus on organic growth, expanding its partner ecosystem, and streamlining operations as part of its new strategic cycle announced in January 2025 [2][26] - Zenvia aims to normalize profitability in 2025, with expectations of recovering margins impacted by SMS cost adjustments and competitive pressures [2][19]

又有一家企业独角兽诞生了。 这家公司名叫Owner，称为"餐饮界的Shopify"。 Owner的业务与Shopify类似，主要提供全栈数字化解决方案，只不过对象从消费品牌变成了餐厅。短短 3年里，Owner已经服务了超1万家餐厅，帮助各家餐厅实现30%的线上收入增速。 不仅如此，Owner还打算把AI融入到公司业务里。目前，公司正在开发下一代解决方案：为餐厅打 造"AI执行官"。这些AI Agent不仅能做营销与技术工作，还能管理"AI员工"和人类员工，提升餐厅经营 效率。 靠着AI带来的巨大想象空间，Owner在最近拿下了1.2亿美元的融资，估值也上涨至10亿美元。 从被YC两次拒绝到成为估值10亿美金的独角兽，来看看Owner究竟是如何做到的。 01 每月500美元，解决小餐馆线上困局 新冠疫情加速餐饮线上化，我国的餐饮SaaS企业发展较早，但美国那边还处于红利期。 主流外卖平台成为多数连锁餐厅的选择，与此同时，数量庞大的独立餐厅陷入了数字化的困境。 这些独立餐厅常依赖Yelp、OpenTable、Grubhub 等平台获取订单，其中需支付高额佣金（部分平台高 达30%）。而餐厅自营APP的技术开发和维 ...

经营管理SaaS： AI作为ERP系统的"智能中枢"，辅助管理者最优配置产品、资金及信息流，助力企业在复 杂市场环境中保持竞争优势。 合规支付SaaS： 加速渗透B2B场景，为实现差异化竞争延展出更多增值服务。 外贸B2B SaaS行业 | 研究报告 核心摘要： 外贸增速放缓： 外贸整体市场增速放缓，在2024年有小幅回暖，出口区位逐渐从欧美向东南亚和新兴市场 转移。 外贸企业精细化运营提上议程： 为灵活应对市场环境变化、提升创收与抗风险能力，部分外贸B2B商家愿 意将净利润的3-5%投入数字化建设中，其中有15-25%用于SaaS工具的采购。 业务增长SaaS： 产品及服务围绕客户转化链路、订单成交环节上下延展，产品功能相互融合。AIGC在营销 环节的创意内容生成、海关数据清洗、询盘邮件润色等场景应用较为成熟。 市场规模： 2024年外贸B2B SaaS市场规模约78亿元，增速29.8%。考虑到AI在各环节应用价值逐步显 现，以及跨境支付等赛道热度持续，多方合力有望为未来2-3年市场带来小幅增长。 竞争格局： 外贸B2B工具类SaaS市场中，业务增长及合规呈现头部集中态势，建站及经营管理市场格局相 对分散。 ...

【风口研报·洞察】较国内溢价319%! 海外中重稀土价格暴 涨,欧洲氧化箱报价较前期上涨204%,分析师参考其他出 口管制小金属,随着内外价差扩大,在外盘带动下国内价格 同样上行;超配价值和低位成长 风口研报 2025.05.15 21:54 星期四 5月之后,随着年报、一季报披露窗口期已过,中美关税谈判取得一定实质性进展,市场风险偏好有一定回升。 但信达证券认为,考虑到三个因素,这一次季报期后重回成长的配置面临一定挑战: 1、季报等因素带来的季节性规律在年底到年初比较明显,但5-10月规律性存在不强,因为基本面数据被震间隔不长; 2、万得全A指数从4月9日以来反弹幅度可观，后续指数反弹速度或放慢。而成长风格更容易在市场上涨期间活跃； 3、AI和机器人等成长方向长期产业趋势依然不错,但短期能否出现新的类似DeepSeek的产业突变存在不确定性。 因此风格方面,季度内偏向大盘价值,Q3再增加弹性。建议关注部分政策催化下基本面存在积极变化预期的新方向: | | | 《风口研报》 05月15日要点 | | --- | --- | --- | | 行业/公司 | 评级机构 | 核心逻辑 | | | | 1华创证券吴一 ...

Paycom is one of the best revenue growers in the SaaS, HCM industry. Over the past five years, the company has compounded sales growth at over 20% annually, while maintaining an EBITDA margin of over 20 percent as well. Shares took a bit hit circaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of PAYC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Se ...