PresentationFatima BoolaniDirector & Co-Head of Software Research Welcome to Day 2 of Citi's Global TMT Conference. Very delighted to have you all here. I'm Fatima Boolani. I jointly head up our software equity research effort here at Citi, and I am so thrilled to be kicking off day 2 with the management team at Zscaler. So to my left is Founder, CEO, Jay Chaudhry; and to his left is brand new CFO, just coming to the seat, Kevin Rubin. Thank you so much. I think this is one of your first tours of duty as CF ...

Teradata (TDC) 2025 Conference Summary Company Overview - **Company**: Teradata (TDC) - **Event**: Citi Tech Conference, September 4, 2025 - **Speaker**: John Ederer, CFO Key Points Company and Industry Context - Teradata is undergoing a business model transformation towards cloud and subscription services, with a focus on AI and data modernization [5][9][10] - The software market is experiencing challenges, particularly in application sectors, but data-related services are showing healthy results [12][13] Financial Performance and Strategy - FY '24 faced challenges, but the company is stabilizing in FY '25 and setting up for growth in FY '26 and beyond [9][11] - Priorities include driving a profitable growth strategy and improving the "Rule of 40" metric, which combines growth rate and profit margin [10][11] - The company aims to achieve durable free cash flow growth, with guidance indicating flat operating margins year-over-year despite headwinds [41][42] AI and Market Trends - Increased demand for AI is reshaping the market, leading to a natural rebalancing of IT investments [14][15] - Teradata is seeing a shift in customer demand towards secure and efficient AI deployment at scale, which bodes well for its business [15][16] - The company is experiencing enthusiasm around new product announcements, such as Enterprise Vector Store and AI Factory, which are positively influencing the sales pipeline [18][19] Customer Engagement and Retention - Improved customer engagement and retention strategies are yielding better results, with a focus on early identification of risk factors [25][26] - The company has seen a reduction in migration dependence, indicating a shift towards hybrid environments where customers can invest in AI without full migration [29][30] Competitive Landscape - Teradata is positioning itself uniquely with a hybrid solution that combines on-premise and cloud capabilities, appealing to customers' needs for efficiency and scalability [62][64] - The competitive landscape includes players like Databricks and Snowflake, but Teradata's focus on hybrid solutions is seen as a differentiator [62][66] Capital Allocation and Shareholder Returns - The company is committed to returning 50% of its free cash flow to shareholders through stock buybacks, indicating confidence in its financial health [79][80] - There is a recognition of the need to balance growth opportunities with shareholder returns [79] Organizational Changes - Recent restructuring efforts have optimized the marketing organization and improved alignment between product development and sales, enhancing overall execution [40][55] - New leadership has been brought in to drive improvements in go-to-market strategies and customer engagement [54][55] Future Outlook - The company is optimistic about returning to positive growth and achieving double-digit growth in the future, driven by AI and hybrid platform opportunities [37][38] - Continued investments in product development and market strategies are essential for long-term growth and shareholder value [46][47] Additional Insights - Teradata is actively pursuing new logo opportunities in both on-premise and cloud environments, indicating a balanced approach to market expansion [72][73] - The company is leveraging AI internally to improve efficiencies, although quantifying specific savings remains challenging [51][52] This summary encapsulates the key insights and strategic directions discussed during the Teradata conference, highlighting the company's focus on growth, AI integration, and shareholder value.

Core Insights - Wall Street analysts anticipate Synopsys (SNPS) to report quarterly earnings of $3.84 per share, reflecting a year-over-year increase of 12% [1] - Expected revenues for Synopsys are projected at $1.77 billion, which represents a 15.9% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the past 30 days, indicating stability in analysts' projections [1] Revenue Projections - Analysts estimate 'Revenue- Maintenance and service' to be $290.38 million, indicating a year-over-year change of +3.7% [4] - The projected 'Revenue- Total products revenue' is $1.48 billion, suggesting a +19% change from the previous year [4] - 'Revenue by segment- Design IP' is expected to reach $539.28 million, reflecting a +16.5% year-over-year increase [4] - 'Revenue by segment- Design Automation' is forecasted to be $1.23 billion, indicating a +16.2% change from the prior-year quarter [5] - 'Revenue- Upfront products' is estimated at $532.56 million, suggesting a +20.4% year-over-year increase [5] - 'Revenue- Time-based products' is projected to reach $945.56 million, reflecting a +17.7% year-over-year change [5] Stock Performance - Over the past month, shares of Synopsys have decreased by 5.4%, contrasting with the Zacks S&P 500 composite's increase of 3.6% [6] - Synopsys currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [6]

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

OneStream (OS) 2025 Conference September 04, 2025 08:50 AM ET Company ParticipantsBill Koefoed - CFOConference Call ParticipantsSteven Enders - Equity Research AnalystSteven EndersEverybody for for for joining us today for day two of the Citi Global TMT Conference. I'm Steve Enders, part of the software research team here. And with us this morning, we have Bill Kofed, CFO of of OneStream. Bill, thank youBill Koefoedso much for being here. Yeah. Thanks for including us.Steven EndersYeah. Maybe just to start, ...

Figma shares plummeted nearly 20% on Thursday, falling to the lowest price since the design software vendor's IPO in July after the company reported earnings for the first time as a public company.Results for the second quarter were largely inline with expectations, as Figma had issued preliminary results a little over a month ago. Revenue increased 41% from a year earlier to $249.6 million, slightly topping analyst estimates of $248.8 million, according to LSEG.Analysts at Piper Sandler described the repor ...

PresentationDay 2 of the Citi Tech Conference. I'm Tyler Radke, Citi's Co-Head of U.S. Software. And to kick things off, we're excited to have the CCC team. We got Brian Herb, the CFO; and Bill Warmington from Investor Relations. Gentlemen, thanks for joining us again this year. And for those listening along, I thought it would be great, Brian, if you could just give an overview of the CCC business for those who aren't familiar.Brian HerbExecutive VP, CFO & Chief Administrative Officer Yes, sounds good. Tha ...

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

DocuSign, Inc. DOCU will release earnings results for the second quarter after the closing bell on Thursday, Sept. 4.Analysts expect the San Francisco, California-based company to report quarterly earnings at 85 cents per share, down from 97 cents per share in the year-ago period. DocuSign projects to report quarterly revenue of $780.59 million, compared to $736.03 million a year earlier, according to data from Benzinga Pro.On June 5, DocuSign reported first-quarter earnings of 90 cents per share, which bea ...