一边是百亿GMV的私域运营蓝海，一边是监管与竞品的双重围剿。小鹅通的IPO之路，既 是其自身商业模式的一次大考，也将成为观察中国SaaS行业价值与风险的重要样本。 背靠腾讯 小鹅通的诞生，脱胎于其创始人鲍春健的大厂经历。鲍春健生于1985年，2006年毕业于中国 科技大学计算机专业，毕业后便入职腾讯。 在腾讯的九年时间里，他专注于大数据技术研发与团队管理，逐步晋升至数据平台部数据中 心总监，并成为腾讯内部少有的T4专家工程师。 这段经历不仅为他积累了深厚的技术与管理经验，也让他亲历了中国互联网行业的飞速发 展。 从腾讯T4技术专家到创业屡屡受挫，再到抓住知识付费风口一跃成为行业头部——鲍春健带 领小鹅通走过了九年跌宕起伏的创业历程。 如今，这家以"私域运营解决方案"为核心业务的SaaS平台正式向资本市场发起冲刺。 小鹅通近年业绩快速增长： 2024年营收突破5亿元 ，经调整净利润达6600万元，关键客户超 1800家，净收入留存率持续高于115%。 然而，迅猛扩张的背后，隐忧也逐渐浮现：平台合规性问题屡遭质疑，市场竞争日趋激烈， 且对腾讯的依赖度居高不下。 记者丨雷晨 编辑丨巫燕玲 2015年，在"大众创业、 ...

21世纪经济报道记者赵娜上海报道 在经历过资本冷却、客户付费习惯磨合、商业模式调整之后，中国SaaS行业正在走向一个新的十字路 口。 盛夏的上海，一场以"一起迈入HR的AI时代"为主题的人力资源行业盛会在张江科学会堂举办，北森控 股高管团队与多位行业客户代表亮相，共同讲述在过去一年多在人力资源领域的AI Agent落地探索实 践。 当下，SaaS行业正在经历一次底层逻辑的重构。与过去十年云化带来的交付变革相比，如今的AI Agent 化，正在重塑软件的定义：它不再只是工具，而是在成为能承担实际任务的"智能劳动力"。 在这一转型的前沿，北森的实践路径格外具有代表性。过去的18个月中，这家深耕People Science（人 才科学）近二十年的HR SaaS厂商，从七个AI助手起步，快速迭代到如今的10个AI Agent，服务客户超 过500家，签约额突破2000万元。 这不是一家企业的孤立事件，而是整个SaaS行业的缩影：AI Agent正在成为新的基础设施，打开新周期 中国SaaS行业的想象空间。 老牌HR SaaS厂商的"DeepSeek时刻" "人们正在用（人工智能）创造令人惊叹的成果。如果我们能看到未来 ...

之前四个月美股的saas 走得很差 饱受折磨 但最近有两个意外出现了。 mdb 和snow！ 之前的crm now都是高开低走。 但是mdb和snow 全部高开高走！ 应用似乎在回温 仔细看了一下它们在 ai 创造收入了 比crm 受到大厂agent 挤压还有些些许差别 | 11:02 | ·Il 4G @ | | | | --- | --- | --- | --- | | SNOWFLAKE | | | | | W SNOW.N | | | | | 241.000 量 4216.7万 股本 3.34亿 | 市盈 -58 | 万得 盘口 | | | 40.610 20.27% 换 12.64% 市值1 804亿 | | 市净 33.90 | | | 盘后 239.600 -1.205 -0.50% | | 美东 19:59 ▼ | | | 盘中▼ 五日 目K 周Ｋ 月K | | 車名 | | | 叠加 | | 均价:238.112 | | | 249.942 | | 24.73% | | | 200.390 | | | 0.00% | MONGODB < ロ MDB.O 318.100 量 1072.6万 股 ...

ServiceNow与其他企业服务SaaS厂商一样，已经在垂直行业积累了丰富的数据资源，能够将AI Agent能 力无缝嵌入到企业的工作流程中，从而迅速实现商业化。随着AI Agent市场的发展，企业级应用的商业 化路径日趋明朗。这些企业利用AI技术的自动化能力提升了业务效率，显现出明显的商业化价值。此 类应用不仅能够帮助企业减低成本，还能显著提升效率，满足市场对降本增效的迫切需求。 除此之外，ServiceNow还参与了其他战略合作，比如与LinkedIn合作的广告计划。这些努力不仅为企业 带来了新的收入来源，也提升了品牌的影响力。对于投资者而言，关注AI Agent的爆发增长带来的投资 机遇是一个明智的选择。包括ServiceNow在内的企业服务类SaaS厂商在这种技术浪潮中具备显著的潜 力。 不过需要注意的是，宏观经济的不确定性、政策支持的力度以及技术进步速度的不稳，都可能对市场需 求和竞争环境产生影响。在此背景下，投资者应保持谨慎，密切关注市场动态，调整投资策略，以应对 未来可能出现的风险。 在过去两天里，ServiceNow的股价持续上涨两次，累计升幅达到7.39%。这种势头不仅仅是一种巧合， 而是 ...

Core Points - Nuvini Group Limited has regained compliance with Nasdaq Listing Rule 5550(b)(2), maintaining a minimum Market Value of Listed Securities (MVLS) of $35 million for ten consecutive trading days [1][2] - Nasdaq has confirmed that the compliance issue is resolved, allowing Nuvini's securities to continue trading under the symbol "NVNI" [2] - The CEO of Nuvini expressed satisfaction with the resolution and emphasized the company's focus on acquiring and scaling profitable SaaS companies in Latin America [3] Company Overview - Nuvini is a leading technology conglomerate in the Latin American SaaS sector, headquartered in São Paulo, Brazil [3] - The company specializes in acquiring profitable, high-growth B2B SaaS businesses with strong recurring revenue and cash flow [3] - Nuvini aims to create value through strategic partnerships and operational expertise while fostering an entrepreneurial environment for its portfolio companies [3]

Marc Washbourne – Co-Founder & CEO Nimesh Shah – Chief Financial Officer FY25 Full Year Results Investor Presentation ASX:RDY 27 August 2025 | of a resident | | | | | --- | --- | --- | --- | | 1 | | | 0 | | 1 | 电 | | | | No. of Acres | 小 | 电 | ● | | 1 | ！ | 中 | . | NZ Ministry of Justice // Jan 2025 1 For personal use only Next generation, mission- critical software crafted to closely meet customer needs across human led sectors Customers across Australia, NZ, UK & Europe 5,000+ Global team of 500+ mission- ...

Financial Data and Key Metrics Changes - Total revenues for the second quarter were $148.8 million, up 12% year over year [13] - Subscription revenues were $130.8 million, reflecting a 15% year-over-year increase on a reported basis and 10% organically [13] - Non-GAAP operating income was $30 million, representing 20% of total revenues [16] - The company ended the quarter with $123.2 million in cash and $203.5 million outstanding on its line of credit [17] Business Line Data and Key Metrics Changes - The U.S. Mortgage business saw subscription revenues of $20.9 million, up 22% year over year [14] - Professional services revenues decreased by 2% year over year to $18.1 million [14] - The credit union segment added six new logos and 35 cross-sells in the second quarter [6] Market Data and Key Metrics Changes - Non-U.S. total revenues were $33.5 million, up 22% or 19% in constant currency [15] - Non-U.S. subscription revenues were $27.4 million, up 30% or 27% in constant currency [16] Company Strategy and Development Direction - The company is focused on expanding its presence in EMEA and activating the credit union market [5] - nCino aims to leverage AI and data analytics across its platform to enhance customer experiences and operational efficiency [9] - The transition to platform pricing is proceeding as expected, with approximately 21% of ACV converted to this model [17] Management's Comments on Operating Environment and Future Outlook - Management noted that macroeconomic conditions have improved, leading to increased deal activity and sales opportunities [29] - The company expects total revenues for fiscal 2026 to be between $585 million and $589 million, representing growth of approximately 9% at the midpoint [23] - Management expressed confidence in meeting or exceeding the ACV outlook for the year, supported by strong pipeline activity [58] Other Important Information - The company repurchased approximately 750,000 shares at an average price of $26.89 per share during the quarter [17] - The AI strategy, particularly the Banking Advisor, is expected to be transformative for financial services, with over 80 customers already purchasing this technology [9] Q&A Session Summary Question: What are the drivers behind the revenue strength and sustainability? - Management attributed the revenue strength to solid execution and a supportive macro environment, noting increased deal activity [28][29] Question: How is the AI strategy performing, particularly with Banking Advisor? - The AI strategy is resonating well with customers, contributing to wins, and the rollout of agentic workflows is anticipated to enhance this momentum [31][34] Question: What is the status of platform pricing and its impact? - The transition to platform pricing is on track, with expected price uplifts around 10% for renewals, and the largest cohort of migrations will occur in the fourth quarter [40][41] Question: How is the credit union market performing? - The company has seen strong performance in the credit union segment, validating the investment in this area, with opportunities for cross-selling [48][50] Question: What is the outlook for mortgage revenues? - The company expects mortgage subscription revenues to grow approximately 5% for fiscal 2026, up from prior guidance of flat year-over-year [19] Question: How is the international pipeline developing? - There are signs of reacceleration in the international pipeline, particularly in Continental Europe, with strong activity and deal sizes being tracked closely [92][94]

Nuvini CEO Pierre Schurmann to Host Investor Webinar on Tuesday, September 30, 2025 at 10:00a.m. Eastern TimeNEW YORK, Aug. 26, 2025 (GLOBE NEWSWIRE) -- Nuvini Group Limited (Nasdaq: NVNI) (“Nuvini” or the “Company”), a leading technology conglomerate in the Latin American SaaS sector, today announced that it will release its financial results for the first half of 2025 on Tuesday, September 30, 2025 before market open. The Company will also be hosting an Investor Webinar on Tuesday, September 30 at 10:00 a ...

智通财经APP讯，天润云(02167)公布2025年中期业绩，收入约2.69亿元，同比增长13.8%;毛利润约1.39 亿元，同比增长14.4%;期内利润2767.1万元，同比增长98.9%;每股盈利15.93分。 公告称，收入增长主要是由于SaaS解决方案的收入增加。 天润云坚持AI优先的经营战略，持续将AI技术深度融入到集团的所有产品、服务和运营流程中。2024 年，公司推出了微藤AI智能体平台，该平台集成了多个基础大模型，包括通义千问、豆包、文心一 言、Kimi、DeepSeek和ChatGPT，使公司能够为客户提供高度多样化和灵活的解决方案，以满足客户不 断变化的需求。报告期内，天润云的AI智能体产品已经成功在消费电子、零售、家居家电、工业设备 等各行各业的企业客户中部署及落地。今年上半年，超过三分之一的新客户购买公司的AI产品，公司 预期不久的未来AI智能体场景化的落地将加速。 通过不断优化产品性能及提升服务品质，公司SaaS解决方案产生的收入从截至2024年6月30日止六个月 的人民币2.199亿元增长17.0%至截至2025年6月30日止六个月的人民币2.572亿元，占总收入比重的 95.7%。 ...

港股SaaS赛道开年"狂飙"！板块内，金蝶国际（00268.HK）、易鑫集团（02858.HK）、汇量科技（01860.HK）等股实现大涨。 而在近日，又有一家SaaS相关企业——Xiaoe Inc.（以下简称"小鹅通"）向港交所递表，拟在香港主板上市，中金公司担任独家保荐人。 已实现多轮融资，腾讯是最大外部投资方 根据招股书，小鹅通的历史可追溯至2015年2月，2016年公司推出电商解决方案产品，标志正式进军SaaS（软件即服务）行业。 经过多年发展，小鹅通已经是一家在私域运营领域中领先的产品驱动SaaS解决方案供应商，赋能企业构建、运营并扩展其去中心化电商基础设施。 小鹅通基于云端的一站式解决方案包括电商、数字化营销及CRM三大模块，将私域运营从流量转化到客户关系管理、从营销到交易促成等全生命周期环节 无缝整合为统一系统。通过消除传统工具的低效与割裂，可以赋能企业以可扩展、数据驱动且高效的方式进行产品营销与交易。 其中，在电商模块，小鹅通通过高度可配置的SaaS平台，帮助客户快速搭建及管理电商店铺。客户可根据自身商业特色自由定制店铺页面、商品分类及品牌 视觉效果。小鹅通一体化的交易管理系统支持客户在单一平 ...