Domo (DOMO) FY Conference June 11, 2025 12:20 PM ET Speaker0 Joining us. I'm Alex Platt. I cover Domo, and so very delighted to have Josh James here as, founder and CEO of Domo and Todd Crane, CFO. Thank you gentlemen for, for being here. Thank you. Absolutely. So Josh maybe we could just start I guess with something that I thought was sort of important to the Domo story that both yourself and Todd had mentioned to me last earnings which was sort of how would you compare Domo say two years ago to the Domo t ...

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Core Insights - Circana expands its partnership with LiveRamp to enhance advertisers' access to retail insights for marketing optimization, emphasizing secure data collaboration within the LiveRamp Clean Room [1][3][4] Company Overview - Circana tracks $5.8 trillion in consumer sales, providing the most comprehensive and verified consumer sales data in the industry, supported by retailer membership loyalty card data [2] - The Complete Consumer™ receipt panel includes approximately 200,000 static households, offering insights across various industries such as luxury beauty, consumer technology, and foodservice [2] Partnership Benefits - Advertisers gain access to Circana's aggregated, multi-outlet retailer transaction data, enabling real-time data-driven decisions and improved market share [3] - The partnership allows advertisers to enrich first-party data with Circana's insights, enhancing analytics, modeling, and audience activation [3] - Campaign performance can be measured in near real-time, allowing for refined tactics and optimized marketing efforts [3] Strategic Goals - Circana aims to provide data and solutions that enable clients to make confident, data-driven decisions to maximize sales outcomes [4] - The partnership with LiveRamp focuses on addressing evolving advertiser challenges with innovative solutions that yield measurable results [4] - Integration of clean room intelligence enhances the ability to plan, target, activate, and measure advertising efforts effectively [4] Technology and Data Capabilities - Circana offers technology, AI, and data solutions for consumer packaged goods companies and retailers to optimize their businesses [5] - The Liquid Data® technology platform is built on a high-quality data set and intelligent algorithms, leveraging six decades of expertise [5] - Clients can build smarter profiles and define high-value audiences using Circana's aggregated multi-retailer purchase data [6]

Core Insights - Equifax is hosting its 2025 Investor Day on June 17, focusing on growth strategies post-cloud transition, utilizing Equifax Cloud™ and EFX.AI™ for product innovation and multi-data solutions [1][2] Event Details - The Investor Day will start at 9:00 a.m. ET and is expected to conclude around 12:30 p.m. ET [1] - The event will be webcast live, with registration available online, and related materials will be published on the investor relations site on June 17 at 6:30 a.m. ET [2] Company Overview - Equifax operates as a global data, analytics, and technology company, aiding various sectors in making informed decisions [3] - The company is headquartered in Atlanta and employs nearly 15,000 individuals across 24 countries [3] Leadership Presentations - Presentations will be made by senior leadership, including the CEO, CTO, and CFO, covering topics such as cloud-native growth, differentiated data, and product innovation [5]

Core Insights - Clarivate Plc has become the first sponsor of the American Library Association's (ALA) Public Supporter Program, marking a significant milestone in their partnership [1][5] - The Public Supporter Program, launched on February 10, 2025, aims to engage the public in supporting libraries and provides resources for library advocacy [3][5] - Clarivate's contributions will support key ALA initiatives and run for two years, until 2027 [5] Company Overview - Clarivate is a leading global provider of transformative intelligence, offering data, insights, analytics, and expert services across various sectors including Academia & Government, Intellectual Property, and Life Sciences & Healthcare [6] - The company emphasizes the importance of libraries in education, research, and access to information [4] Industry Context - The ALA is the largest library association globally, advocating for libraries and library professionals across diverse settings, from small rural libraries to large systems [2] - The ALA is a nonprofit, nonpartisan organization dedicated to enhancing learning and ensuring access to information for all [6][7]

Red Violet Inc. (NASDAQ: RDVT ) operates in the data and data analytics industry. The company doesn't report a separate segment. However, for my analysis, I based it on two key revenue streams that the company reports: Pricing Contracts andI am an experienced Risk Management Business Analyst at a Systemic Greek Bank, with a strong background in finance and risk analysis. I hold an MSc in Applied Risk Management from the University of Athens and have completed the ACA Certificate Level. My expertise lies in ...

SHENZHEN, China, June 06, 2025 (GLOBE NEWSWIRE) -- MoonFox Data, China’s leading provider of all-scenario data insights and analytics services, was recently invited to deliver a keynote address at the Neudata Hong Kong Data Summit 2025, held at the Hong Kong Cordis Hotel. Senior Analyst Max Ma presented "Navigating China's Market Pulse in 2025: Data-Driven Strategic Investment Insights," offering global investment institutions and enterprise clients an in-depth analysis of the latest trends in China's macro ...

Snowflake (SNOW) 2025 Investor Day Summary Company Overview - **Company**: Snowflake Inc. (SNOW) - **Event**: 2025 Investor Day - **Date**: June 03, 2025 Key Industry Insights - **Data and AI Importance**: The shift from viewing data as an afterthought to recognizing its transformative potential in business operations is emphasized. Companies like Disney are leveraging data to predict future actions, showcasing the growing importance of AI in data analytics [4][5][6]. - **Unstructured Data**: The unlocking of unstructured data is highlighted as a significant opportunity, with new tools like OpenFlow and Cortex Search being introduced to enhance data processing capabilities [6][15]. Core Company Strategies - **End-to-End Data Lifecycle**: Snowflake aims to play a critical role in the entire data lifecycle, from data ingestion to predictive analytics, ensuring that both structured and unstructured data can be effectively utilized [5][10][15]. - **Product Development Focus**: The company is methodically releasing key components to enhance its product strategy, with a focus on being deliberate in execution and maintaining a competitive edge [10][11][12]. - **Acquisitions**: Recent acquisitions, such as Crunchy Data and DataBolo, are aimed at strengthening Snowflake's capabilities in the transactional market and improving data ingestion processes [13][14]. Technological Advancements - **AI-Ready Data**: The concept of "AI-ready data" is introduced, emphasizing the need for data to be accompanied by metadata for effective analysis [17][18]. - **Adaptive Warehouse**: The introduction of the Adaptive Warehouse represents a significant advancement in analytic computation, allowing for more efficient data processing without requiring users to manage compute instances [33][65]. - **Performance Enhancements**: Snowflake is committed to maintaining a leading position in price performance, with ongoing improvements in system capabilities and customer value [65][72]. Market Position and Competitive Advantage - **Total Cost of Ownership**: Snowflake positions itself favorably in terms of total cost of ownership compared to competitors, emphasizing simplicity and ease of use as key differentiators [59][60]. - **Open Data Commitment**: The company is committed to open data formats, which helps eliminate vendor lock-in and enhances customer flexibility [62][63]. - **Customer Relationships**: Strong relationships with customers across various industries are highlighted as a core strength, with a focus on delivering value and addressing customer needs [53][54]. Future Outlook - **Market Expansion**: Snowflake aims to capture a larger market share by leveraging its strengths in analytics and AI, with a belief that data-centric platforms will play an increasingly important role in cloud computing [32][35]. - **Continuous Innovation**: The company is focused on ongoing innovation, with a structured approach to product development and a commitment to enhancing customer experiences through AI and data capabilities [74][90]. Additional Insights - **Organizational Structure**: Snowflake has organized its product and engineering teams around specific categories to drive accountability and speed in execution [29][30]. - **Cultural Values**: The company emphasizes a customer-first approach, accountability, and ongoing excellence as core cultural values that guide its operations [43][46][47]. This summary encapsulates the key points discussed during the Snowflake 2025 Investor Day, highlighting the company's strategic focus on data, AI, and customer relationships while positioning itself for future growth and innovation in the data analytics industry.

Core Viewpoint - Clarivate Plc has successfully completed an incremental upsize of its term loan B credit facility, taking advantage of improved credit market conditions to extend the maturity of its 2026 debt [1][3]. Financial Summary - The company incurred a new $500 million tranche of incremental term loans maturing in 2031, with an interest rate margin of 325 basis points per annum, and these loans will not be subject to amortization [2]. - The proceeds from the new term loans were used to redeem $500 million of the outstanding 4.50% senior secured notes due 2026, leaving $200 million of the notes remaining outstanding after the partial redemption [2]. Management Commentary - The Executive Vice President and Chief Financial Officer of the company expressed satisfaction with the ability to extend the majority of the 2026 debt maturity, highlighting the company's strong cash flow and flexibility in capital allocation moving forward [3].

Core Viewpoint - BigBear.ai has experienced significant volatility in its stock price, with a 142% increase over the past year, but has recently faced a 24% decline in the last three months, raising concerns about its growth potential and profitability [1][2]. Group 1: Sales Performance - BigBear.ai's revenue growth has been disappointing, with only a 5% year-over-year increase to $34.8 million in the most recent quarter, and flat revenue in 2023 with a projected 7% increase for the current year [4][5]. - In comparison, Palantir Technologies, another AI data analytics company, achieved a 29% sales growth last year, highlighting BigBear.ai's underperformance in a rapidly growing market [5]. Group 2: Profitability Concerns - The company reported an adjusted EBITDA loss of $7.0 million in the first quarter, worsening from a loss of $1.6 million in the same quarter the previous year, indicating ongoing financial struggles [6][7]. - Increased research and development expenses, along with rising selling, general, and administrative costs, are contributing to the company's inability to achieve profitability [7]. Group 3: Leadership Instability - BigBear.ai has undergone significant leadership changes, having three CEOs in the past four years, which raises concerns about the company's strategic direction and stability [8][9]. - The current CEO, Kevin McAleenan, has been in position since January and has a background in government, which may influence the company's ability to secure government contracts, but stability in leadership is crucial for long-term success [9]. Group 4: Investment Outlook - Given the combination of weak sales growth, ongoing losses, and leadership changes, the current outlook for BigBear.ai suggests it is not a favorable investment opportunity in a market with more compelling AI stocks [10].