Core Insights - Arlo Technologies has transitioned to a Software as a Service (SaaS) model, which has positively impacted its profitability and growth trajectory [1] - The company is experiencing strong Annual Recurring Revenue (ARR) growth and an increasing number of subscribers [1] - The Service segment has become the largest segment for Arlo, indicating a shift in its business focus [1]

Financial Data and Key Metrics Changes - Weave Communications reported revenue of $61.3 million for Q3 2025, with a year-over-year growth rate of 17.1%, marking the 15th consecutive quarter of exceeding revenue guidance [5][21] - Gross margin reached a record high of 73%, which is over 15 percentage points higher than at the time of the IPO four years ago [5][24] - Free cash flow for the quarter was $5 million, contributing to a year-to-date total of $8.5 million, representing a $4.3 million improvement compared to the same period last year [6][26] - Operating income for Q3 was $1.7 million, exceeding the high end of guidance by $700,000, with an operating margin of 2.7% [24][26] Business Line Data and Key Metrics Changes - Specialty medical vertical continues to show strong growth, with record results and the highest number of medical location additions in company history [17] - Payments revenue grew at more than double the rate of total revenue, indicating strong demand and adoption of the payments platform [19][22] - Gross revenue retention held steady at 90%, while net revenue retention was reported at 94% [22] Market Data and Key Metrics Changes - The SMB healthcare market is evolving rapidly, with increasing technology adoption for patient engagement and retention [6][10] - Weave's integration with practice management systems is a key differentiator, providing a competitive advantage in the healthcare technology space [9][19] Company Strategy and Development Direction - Weave aims to deepen customer reliance and expand its share of practice spend by enhancing automation and engagement through new features [10] - The company is focused on intelligent automation that works alongside office staff to improve patient experiences, positioning itself as a leader in the transformation of SMB healthcare [8][17] - Weave's strategy includes expanding its AI capabilities and integrating TrueLark to enhance its product offerings [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, highlighting strong demand and a proven platform for sustainable growth [20][26] - The company is committed to balancing growth and profitability while making targeted investments in go-to-market strategies and engineering [43][49] - Management noted that staffing challenges in SMB healthcare practices remain a significant issue, which Weave aims to address through its solutions [10][11] Other Important Information - Weave plans to introduce voice capabilities for its AI receptionist, enhancing its functionality to handle incoming patient calls and manage scheduling [13] - The company has seen strong adoption of its Call Intelligence feature, which provides actionable insights from phone interactions [15] Q&A Session Summary Question: Can you discuss the performance of the payments solution and its integration with TrueLark? - Management reported strong volume growth in payments, with plans to integrate TrueLark capabilities into the payments workflow, enhancing revenue cycle management [29][30] Question: How is the specialty medical vertical performing and what is the pipeline for mid-market opportunities? - Management highlighted strong progress in the mid-market, with ongoing adoption and rollout of solutions, particularly in specialty medical [31][32] Question: What is the strategy for balancing new integrations and growing ASPs in specialty medical? - The company takes a programmatic approach to rolling out new integrations, which drives higher average selling prices and retention rates [35][36] Question: How is Weave differentiating its payments solution from competitors? - Weave's payments solution integrates seamlessly into existing workflows, allowing for efficient collection processes at the point of interaction [39][40] Question: What are the expectations for profitability moving forward? - Management indicated a focus on targeted investments while maintaining profitability, with plans to provide more details in future calls [43][49]

Weave Overview Q3 2025 NYSE : WEAV OCTOBER 2025 1 Safe Harbor Statement This presentation has been prepared by Weave Communications, Inc. ("Weave", "we", "us", or "our") for informational purposes only and not for any other purpose. This presentation contains "forward-looking statements" within the Private Securities Litigation Reform Act of 1995 that are based on our management's current expectations and projections about future events and financial trends that we believe may affect our financial condition ...

Core Insights - Coveo reported SaaS Subscription Revenue of $35.9 million for Q2 FY2026, exceeding guidance with a growth of 15% compared to $31.2 million in Q2 FY2025 [3][4] - The Coveo core Platform saw a 17% increase in revenue, reaching $35.0 million, while total revenue for the quarter was $37.3 million, up 14% from $32.7 million [3][4] - Generative AI solutions contributed significantly, with customer and revenue growth of approximately 2.5 times year-over-year [4][8] Financial Performance - SaaS Subscription Revenue increased by 15% year-over-year, with the Coveo core Platform growing by 17% [3][4] - Total revenue for the first half of FY2026 was $72.9 million, a 12% increase from $65.0 million in the same period last year [3][4] - The company reported a net loss of $4.4 million, an improvement from a net loss of $5.4 million in the previous year [3][4] Business Developments - Commerce remains Coveo's fastest-growing use case, accounting for approximately 50% of new business bookings, driven by the partnership with SAP [4][8] - The company received the SAP Global Customer Experience Award for Partner Excellence 2025, highlighting the success of its collaboration with SAP [8] - New customer acquisitions included notable companies such as Halliburton and Deckers Outdoor Corp., indicating strong demand for Coveo's solutions [8] Future Outlook - Coveo revised the upper end of its revenue guidance for FY2026, reflecting solid market demand for its AI-powered platform [5][6] - Expected SaaS Subscription Revenue for Q3 FY2026 is projected to be between $35.7 million and $36.2 million, with total revenue guidance for the full year set between $147.5 million and $148.5 million [6][5] - The company anticipates achieving positive operating cash flows for the full fiscal year [6][5]

Financial Data and Key Metrics Changes - SaaS reported revenue was $115.9 million in Q3 2025, representing a 33% year-over-year increase [41] - SaaS adjusted gross margin increased by 80 basis points year-over-year, reaching 73% [41] - SaaS adjusted EBITDA increased to $19.6 million, resulting in an adjusted EBITDA margin of 17% [41] - Free cash flow for Q3 was $14.6 million, bringing year-to-date free cash flow to $18.8 million [44] - Net debt decreased by $9 million to $265 million, with a leverage ratio of 1.9 times [45] Business Line Data and Key Metrics Changes - SaaS business excluding Keap grew 14% year-over-year, with Keap contributing $16.8 million in Q3 [41] - Marketing Services revenue was $85.7 million, above guidance, with adjusted EBITDA of $21.2 million and a margin of 25% [43] - Marketing Services billings totaled $70.6 million, down 33% year-over-year due to a strategic shift towards SaaS [44] Market Data and Key Metrics Changes - Seasoned Net Revenue Retention (NRR) declined to 94%, primarily due to the transition of legacy clients to the new SaaS platform [42] - Clients with two or more SaaS products grew to 17,000, or 20% of the base, compared to 15,000, or 16%, a year ago [41] Company Strategy and Development Direction - The company is focused on increasing spend per customer by driving adoption of more products, especially among high-value clients [41] - A vertical initiative has been launched, starting with HVAC, showing promising results such as a 10% lift in jobs booked and a 25% increase in total revenue for pilot customers [46][48] - The company aims to exit Marketing Services by 2028, ensuring strong liquidity through 2030 [44] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that execution was slightly below expectations but emphasized that external macroeconomic factors were not to blame [60] - The market remains stable, with customers in essential services less affected by economic fluctuations [71] - The company expects SaaS revenue for Q4 2025 to be in the range of $118 million to $121 million, with full-year guidance updated to $460 million to $463 million [45] Other Important Information - The company is integrating AI across its software offerings, enhancing productivity and customer engagement [34][85] - The new Chief Technology Officer is expected to accelerate product development and AI integration [85][88] Q&A Session Summary Question: SaaS business growth and guidance - Management noted that execution was slightly shy of expectations but emphasized that the market conditions were stable and not a factor in the results [60] Question: Partner performance and Keap ecosystem - Management acknowledged past neglect of partners and highlighted efforts to improve relationships and deliver on partner needs, expecting a re-acceleration in 2026 [64][65] Question: Customer purchasing decisions and market tone - Management indicated that customers are generally stable, with essential services less sensitive to economic changes [71] Question: Vertical sales emphasis and its impact - Management expects gradual improvements in NRR and ARPU as the vertical strategy targets larger, more stable businesses [77][81] Question: AI integration and operational efficiency - The new CTO is focused on enhancing AI capabilities and ensuring software interoperability, which is crucial for larger clients [85][88] Question: Visibility in answer-based engines - Management expressed confidence in the company's ability to optimize customer visibility in answer engines, leveraging historical strengths in online directories [101][102] Question: Balancing ARPU expansion with customer growth - Management indicated a focus on increasing ARPU in the short term while engaging existing customers, with plans for future customer growth [110][112]

Q3 2025 Financial Performance - SaaS revenue increased to $115.903 million, a 33.1% year-over-year increase compared to $87.055 million in 2024[35] - Marketing Services revenue decreased to $85.652 million, a 7.7% year-over-year decrease compared to $92.797 million in 2024[35] - Consolidated revenue increased to $201.555 million, a 12.1% year-over-year increase compared to $179.852 million in 2024[35] - Net income was $5.654 million, compared to a net loss of $96.071 million in 2024[35] Profitability Metrics - SaaS Adjusted EBITDA was $19.591 million with a margin of 16.9%[35] - Marketing Services Adjusted EBITDA was $21.242 million with a margin of 24.8%[35] - Consolidated Adjusted EBITDA was $40.833 million with a margin of 20.3%[35] Billings - Total Company billings were $184.2 million, a 4% year-over-year decrease[59] - SaaS billings were $113.6 million, a 32% year-over-year increase[59] - Marketing Services billings were $70.6 million, a 33% year-over-year decrease[59] FY 2025 Outlook - The company expects SaaS revenue between $460.0 million and $463.0 million, representing a 34% to 35% increase[63] - The company expects Marketing Services revenue between $323.0 million and $325.0 million, representing a ~32% to ~33% decline[63] - The company expects total revenue between $783.0 million and $788.0 million, representing a ~4% to ~5% decline[63]

Core Insights - The future of enterprise software is expected to be a hybrid model combining SaaS and AI agents, rather than AI agents replacing SaaS companies [1][3] - The integration of AI agents into enterprise software will necessitate a shift in business models from "per-seat" to consumption and volume-oriented use cases [5] Group 1: Business Model Changes - The traditional "per-seat" business model will become obsolete as the number of AI agents is projected to be 100 to 1,000 times greater than the number of human users [4] - Companies will need to adapt their sales strategies to accommodate the rise of AI agents, focusing on consumption-based models [5] Group 2: Opportunities for Startups - There is a significant market opportunity for startups that are designed for an agent-first approach, as they can create new processes without the burden of existing business models [5] - The current technological shift presents a unique window for new companies to emerge in the enterprise space, as the landscape is changing dramatically [6]

Company Overview - CYIOS Corporation LLC is a Nevada-registered holding company focused on acquisitions, modernization, and technology integration in the healthcare and medical supply sectors [1][5] - The company is actively expanding its presence in the U.S. medical distribution sector through its subsidiary Noir Medical Supplies, emphasizing operational excellence and sustainable profitability [5] Strategic Initiatives - CYIOS has engaged Atlanta Capital Partners, LLC to lead a renewed investor relations strategy aimed at enhancing visibility and communication within the investment community [1][4] - The current strategic plan includes reducing legacy debt, advancing targeted healthcare acquisitions, and scaling the AI-powered SaaS platform, CyioIQ [3] - The company aims to qualify for OTCQB and Nasdaq listings supported by a strengthened balance sheet [3] Growth and Transformation - The partnership with Atlanta Capital Partners is expected to elevate CYIOS's profile among investors seeking transformation-stage opportunities in high-demand sectors like healthcare technology [4] - Key initiatives under this partnership include expanded outreach to various investor types, consistent corporate updates, increased financial media exposure, and strategic event participation [4]

Core Viewpoint - Sylogist Ltd. is implementing proactive governance updates to enhance growth and value creation, including board chair succession planning and the adoption of a shareholder rights plan [1][4][5]. Governance Updates - Barry Foster will step down as Chair of the board at the next annual meeting, initiating a succession planning process while remaining a director [1][2]. - The Nominating & Governance Committee, chaired by Kim Fennell, will oversee the board chair succession planning [2]. Shareholder Engagement - A special committee was formed on September 12, 2025, to address a threatened shareholder meeting requisition, engaging with shareholders representing over 50% of Sylogist's shares [3]. Shareholder Rights Plan - The board has adopted a new shareholder rights plan effective October 27, 2025, designed to ensure fair treatment of all shareholders during take-over bids and to protect against "creeping bids" [4][5]. - The rights plan requires ratification by shareholders within six months, with a special meeting expected to be called for this purpose [6].

Core Insights - Nuvini Group Limited has appointed Roberto Otero as Chief Financial Officer, effective November 3, 2025, succeeding Luiz Busnello, who will remain as a board member [1][3] Group 1: Leadership Changes - Roberto Otero brings over two decades of experience in global capital markets and corporate finance, previously serving as CFO of Eurofarma's International Operations and as a Director in Equity Research at Bank of America Merrill Lynch [2][3] - Luiz Busnello will transition from his role as CFO to continue as a board member, ensuring continuity in leadership [1][3] Group 2: Strategic Vision - Nuvini aims to build a SaaS consolidator similar to Roper Technologies and Constellation Software, with Otero's experience expected to enhance the company's M&A execution and earnings growth [3] - The company focuses on acquiring profitable, high-growth SaaS businesses with strong recurring revenue and cash flow generation, fostering an entrepreneurial environment for portfolio companies [4] Group 3: Financial Performance - Eurofarma Group, where Otero was previously CFO, generated over $2 billion in revenue and $300 million in EBITDA in 2024, showcasing his capability in managing substantial financial operations [2]