Business Model - Datacurve employs a "bounty hunter" system to source difficult-to-obtain datasets [1] Talent Acquisition - The company leverages skilled software engineers through its bounty system [1]

Good afternoon. I hope you are having a good day. Yes.Uh I would like to make this more uh you know talkative me. I have enough experience on this area and I think you know this talk today will surely make good difference in your life in your career to you know select the right choice and you will get to know soon about it. So I hope you would know what is GCC.It's a buzz word, right. Right. Anybody who doesn't know want me to spell out.Okay. So GCC means global capability center and uh foreign MNC's they w ...

Industry Trend & Opportunity - Agentic AI is revolutionizing DevOps, enabling engineers to spend less time on firefighting and more on innovation [3] - AI-driven chatbots can manage DevOps workflows, automating tasks like testing, security checks, and updates [7] - Open-source AI platforms provide a starting point for implementing AI in technology [13] Solution & Technology - Agentic AI chatbots can analyze logs, spot patterns, and suggest fixes for server crashes [6] - AI can connect natural language to DevOps tools like Jenkins and Kubernetes [8] - AI can handle repetitive tasks like monitoring logs and rolling back failed deployments [10] Impact & Result - Deployments became 50% faster and incidents dropped by 70% with AI implementation [11] - AI empowers teams to innovate, collaborate, and solve big problems [9] - AI can simplify complex tasks and bring clarity to chaotic situations [11]

Industry Trend - The industry believes that discouraging people from learning to code due to AI automation is poor career advice [1] - The industry suggests that advancements in software engineering tools should encourage more people to learn to code, not fewer [1] - The industry draws parallels to the past, noting that arguments against programming due to higher-level languages like COBOL proved incorrect, as these languages made coding easier and more accessible [2] Company Strategy - The company advocates for coding skills across all job roles [2] - The company emphasizes that employees in various roles, such as CFO, head of talent, and recruiters, benefit from coding skills, leading to improved job performance [3] - The company envisions a future where everyone is empowered to code [3]

Tech grads struggle to land software engineering jobs in an increasingly competitive market shaped by changing industry demands. https://t.co/TZJBqjDJup ...

Career Development - A career moat practice camp is offered at a discounted price of $999 [1] - The video discusses high salaries for engineers in the US, stereotypes in science, dating experiences, and a "just do it" attitude [1] Companies and Technologies Mentioned - Companies mentioned include Quanta, MediaTek, and Tesla [1] - Technologies and platforms mentioned include LeetCode, Bitcoin, and 力扣 (LeetCode's Chinese name) [1]

Financial Data and Key Metrics Changes - Total revenue reached approximately €190 million, reflecting a strong performance with a growth of 37% year-over-year, and an organic growth of 9% [4][21] - EBITDA increased to €27.5 million, representing a growth of 57% compared to the same period last year, with an EBITDA margin of 14.6% [4][24] - The gross margin improved from 32.8% in 2024 to 38.2% in the first half of 2025 [22] Business Line Data and Key Metrics Changes - The Smart Solutions division grew by 72%, achieving a top line of €44 million, with an EBITDA margin around 18% [5][6] - Digital Advisory division experienced a growth of 63%, while Software Engineering grew by 22%, mainly due to the integration of the WebGenesis business [6][16] - Overall EBITDA growth was significant across all business lines, particularly in Smart Solutions with a 75% increase [6][21] Market Data and Key Metrics Changes - International revenue accounted for €31 million, representing 16% of total revenue, which is lower than the previous year due to the integration of domestic companies [8] - Strategic areas such as Aerospace and Defense, Banking and Finance, and Public Sector are growing in contribution, while Tech, Industrial, and Automotive sectors are seeing a decrease in their contribution [10] Company Strategy and Development Direction - The company aims to accelerate growth in the Smart Solutions division, which is the most profitable [5] - Continued investment in R&D, totaling €12 million, reflects a 75% increase compared to the same period last year, focusing on innovative technology [7] - The three-year business plan includes a mix of continuity and M&A strategies, targeting a 10% growth rate [18][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving an average growth of 5% to 6% for the Software Engineering division despite fluctuations in quarterly performance [39] - The outlook for the second half of the year is positive, with expectations to exceed the defined guidance [18] - The company is scouting for additional M&A opportunities to enhance growth [19][20] Other Important Information - The company made a strategic investment in Altilia, focusing on artificial intelligence, with plans to increase stakes in the future [11][12] - The net debt as of June 2025 stood at €112 million, in line with guidance, and below two times the year EBITDA [9][29] Q&A Session Summary Question: What drove the change in trend for the Software Engineering business? - The Software Engineering business is linked to large projects, leading to variable performance. A strong Q2 last year made it difficult to achieve similar results this year, particularly in the telco industry, which is experiencing low investment [37][38] Question: What is the rationale behind the partial exit from Banco del Fucino? - The strategy remains unchanged; however, market conditions necessitated a two-step approach for the sale due to regulatory constraints on shareholding in banking institutions [40][41] Question: What is the expected timing for new M&A deals? - The company plans to make one to two small acquisitions in 2025, with larger deals anticipated in 2026. Current negotiations are in advanced stages for a small acquisition in the U.S. [43][46]

AI在技术招聘中的影响 - AI作弊服务正在兴起，例如Clu筹集了530万美金的融资，并实现了接近100万美金的年度经常性收入(ARR)[4] - 谷歌和Meta的面试中，有93%的候选人能够成功通过LeetCode题目，表明传统算法题的区分度正在下降[4] - 越来越多的面试中出现了AI助手，这意味着面试实际上是在考察谁拥有最佳的AI编码助手[4] - Salesforce宣布今年将不再招聘软件工程师，因为他们通过使用AI，生产力提高了30%[5] 技术招聘的新方向 - 行业需要寻找具备创造性问题解决能力、协作领导力以及能够与AI协同工作的人才，而不是仅仅擅长LeetCode的人[7][8] - 行业应观察候选人如何与AI队友在实际业务场景中协作，而不是要求他们解决在工作中永远不会用到的难题[8] - 行业应衡量候选人如何委派任务、处理模糊性以及应对需求变更，而不是衡量他们记忆算法的能力[9] - Devday正在重新构想AI时代的技术招聘流程，通过创建真实的工作场所模拟来评估候选人[10][11] - 行业应衡量候选人与AI的协作能力、处理模糊性的能力、技术决策的沟通能力以及指导他人的能力[12][13] 招聘挑战与应对 - 小公司在人才争夺战中面临巨大压力，因为它们无法像谷歌或Meta那样提供高薪和品牌效应[3][7][13] - 招聘到不胜任AI产品开发的人才，可能会给公司带来高达2万到6万美元的损失[14] - 未来的工程岗位需要创造力、协作能力以及根据商业判断进行工作的能力，而不是仅仅编码[15]

Acquisition Overview - Cognition acquired Windsurf, viewing it as a complementary offering in the AI space [4] - The acquisition was structured as a clean cut from Google, with Windsurf's product, IP, go-to-market team, marketing team, and enterprise engineering team remaining intact [6][7] - The deal includes immediate consideration for all Windsurf employees, who are now part of Cognition [9] Strategic Fit and Synergies - Windsurf, an idea that helps developers code faster, complements Cognition's Devon, an AI software engineering agent [13][14] - The integration allows for a workflow where Devon can perform initial project tasks, with developers using Windsurf for finishing touches [14] - Both companies have a clear enterprise focus, with customers like Goldman Sachs, Citibank (rolling out Windsurf), and JP Morgan [2][15] Market Dynamics and Future Outlook - The acquisition aims to address the issue of valuable teams being left behind in aqua-hires [19][21] - Windsurf was previously considered for acquisition by OpenAI, but the deal did not materialize [11][12] - The deal structure resulted in wiping out the investors founder shares, making it an entirely employee owned company [21]

Agent Definition & Requirements - Agents must reliably handle complex, novel work autonomously and proficiently, leveraging reasoning abilities rather than mere copying [1][2] - The core requirement for agents is the ability to work in tandem with professionals like scientists, software engineers, and data scientists, handling tasks effectively [3] Applications Across Industries - Software engineering benefits from agents that can write code, perform QA, conduct unit testing, and automate coding processes [4] - Sales teams can leverage agents to improve efficiency by processing, qualifying, and recommending follow-up steps for a high volume of inbound leads, driving conversions [5] - The concept of agents is generalizable and applicable across various domains beyond enterprise productivity, science, and software engineering [2][5]