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i3 Verticals(IIIV) - 2025 Q4 - Earnings Call Transcript
2025-11-18 14:32
i3 Verticals (NasdaqGS:IIIV) Q4 2025 Earnings Call November 18, 2025 08:30 AM ET Company ParticipantsGreg Daily - Chairman, and CEORick Stanford - PresidentGeoff Smith - CFOPaul Christians - CROConference Call ParticipantsJohn Davis - AnalystOperatorWelcome to the i3 Verticals Q4 2025 earnings conference call. Today's call is being recorded, and a replay will be available *ting today through November 25. The number for the replay is 855-669-9658, and the code is 8288708. The replay may also be accessed for ...
i3 Verticals(IIIV) - 2025 Q4 - Earnings Call Transcript
2025-11-18 14:32
i3 Verticals (NasdaqGS:IIIV) Q4 2025 Earnings Call November 18, 2025 08:30 AM ET Company ParticipantsRick Stanford - PresidentGeoffrey C. Smith - CFOPaul Christians - Chief Revenue OfficerClay M. Whitson - Chief Strategy OfficerGregory S. Daily - Chairman and CEOConference Call ParticipantsJohn Kimbrough Davis - AnalystGeoffrey C. SmithWelcome to the i3 Verticals Q4 2025 earnings conference call. Today's call is being recorded, and a replay will be available starting today through November 25. The number fo ...
i3 Verticals(IIIV) - 2025 Q4 - Earnings Call Transcript
2025-11-18 14:30
i3 Verticals (NasdaqGS:IIIV) Q4 2025 Earnings Call November 18, 2025 08:30 AM ET Speaker1Welcome to the i3 Verticals Q4 2025 earnings conference call. Today's call is being recorded, and a replay will be available starting today through November 25. The number for the replay is 855-669-9658, and the code is 8288708. The replay may also be accessed for 30 days at the company's website. At this time, for opening remarks, I would like to turn the call over to Clay Whitson, Chief Strategy Officer. Please go ahe ...
Intuit strikes $100 million deal to integrate OpenAI models into financial tools
Reuters· 2025-11-18 14:24
Intuit said on Tuesday it has signed a multi-year deal worth more than $100 million with OpenAI to use the ChatGPT maker's artificial intelligence models to power AI agents across its apps such as tax-preparation software TurboTax. ...
鸿蒙:生态技术双突破,自主底座能力再巩固:计算机行业重大事项点评
Huachuang Securities· 2025-11-18 14:12
计算机行业重大事项点评 推荐(维持) 鸿蒙:生态技术双突破,自主底座能力再巩固 事项: ❑ 2025 年 11 月 14-16 日,于深圳举办的第二十七届中国国际高新技术成果交易 会(高交会)上,华为鸿蒙生态以独立展区形式全面亮相,系统展示了其在工 业、安平、医疗、金融等关键领域的创新应用成果。展会集中呈现了鸿蒙生态 以 OpenHarmony 开源项目为共同技术底座,汇聚 AI+分布式安防场景的安平 鸿蒙、具身智能+设备互联场景的工业鸿蒙、设备互联+AI 辅助诊断场景的医 疗鸿蒙、政务+产业协同场景的园区鸿蒙、中移智鸿开源底座场景家庭鸿蒙等 众多行业发行版。 证 券 研 究 报 告 评论: 行业研究 计算机 2025 年 11 月 18 日 华创证券研究所 证券分析师:吴鸣远 邮箱:wumingyuan@hcyjs.com 执业编号:S0360523040001 联系人:周楚薇 邮箱:zhouchuwei@hcyjs.com 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 338 | 0.04 | | 总市值(亿元) | 58,692.16 | 4.84 ...
Find Builders, Not Resumes: ZoomInfo Unveils AI Builder Catalog
Businesswire· 2025-11-18 14:11
VANCOUVER, Wash.--(BUSINESS WIRE)-- #Customer--ZoomInfo announced the launch of AI Builder Catalog, a specialized dataset that surfaces verifiable Proof-of-Work Signals to accelerate AI hiring. ...
AvePoint Launches New AvePoint AgentPulse Command Center to Bring Security Controls to AI Agents
Globenewswire· 2025-11-18 14:09
AgentPulse adds to AvePoint’s growing AI agent governance capabilities in the Confidence Platform, providing more visibility to reduce security risks and costsJERSEY CITY, N.J., Nov. 18, 2025 (GLOBE NEWSWIRE) -- AvePoint (Nasdaq: AVPT; SGX: AVP), the global leader in data security, governance, and resilience, today announced the launch of AvePoint AgentPulse Command Center. AgentPulse is an AI agent registry that enables organizations to track AI agents in one place, increasing security and cost efficiency ...
NetSol Technologies Slides After Q1 Loss Despite Revenue Growth
ZACKS· 2025-11-18 14:06
Core Insights - NetSol Technologies (NTWK) shares have declined 27.6% since the first-quarter fiscal 2026 earnings report, underperforming the S&P 500's 2% decrease during the same period [1] - The company reported total net revenues of $15.0 million for the September quarter, a 2.8% increase from $14.6 million a year earlier, primarily driven by growth in subscription and support revenues [2] - Profitability has weakened significantly, with gross profit falling to $5.9 million from $6.6 million, and GAAP net income swinging to a loss of $2.4 million compared to a net income of $0.07 million in the prior year [2] Revenue and Profitability Metrics - Subscription, SaaS, cloud, and support revenues rose 9.4% year over year to $9.0 million, indicating a shift towards recurring revenue streams [3] - Service revenues decreased to $6.0 million from $6.4 million, while license fees remained minimal at approximately $72,000 [3] - The gross margin compressed to 39.4% from 45%, attributed to higher delivery costs and changes in revenue mix [3] Management Commentary - Management acknowledged near-term pressures on margins and profitability but emphasized strategic progress and momentum in key markets [4] - CEO highlighted expanding traction in the recurring revenue model and increasing demand for the AI-powered Transcend platform [4] Financial Challenges - The quarter's loss was partly due to unfavorable foreign-currency movements, with a recognized foreign-exchange loss of $287,000 compared to a gain of $543,000 in the previous year [5] - Increased operating expenses to $7.8 million from $7.3 million were driven by the expansion of the global sales force and strategic technology investments [3][6] Factors Influencing Performance - Front-loaded investments in the global sales organization and seasonal impacts contributed to lower service activity and milestone-based revenue recognition [6] - The transition from a license-based model to a predominantly SaaS model affects revenue recognition timing, which may suppress near-term growth but improve long-term stability [7] Future Outlook - NetSol reaffirmed its expectation for full-year revenue growth of 5% to 7%, supported by a strengthening sales pipeline and demand for the Transcend platform [8] - Recent strategic investments are expected to enhance performance in subsequent quarters [8] Strategic Developments - The company initiated a new engagement with Sonic Automotive in the U.S. to define an omnichannel digital retail solution using the Transcend Retail platform [9] - In Asia, a strategic cooperation agreement was signed with Tianjin Binhai Smart Group to advance cross-border data and financial service initiatives [10] - NetSol supported the overseas expansion of a major Chinese leasing company through the deployment of its Transcend Finance platform in Indonesia [10]
Sprout Social Unveils Trellis, its AI Agent That Turns Social Data Into Instant Enterprise Intelligence
Globenewswire· 2025-11-18 14:00
Core Insights - Sprout Social has launched Sprout AI, featuring a new proprietary AI Agent named Trellis, aimed at transforming social media data into actionable business insights [1][6] - The introduction of Sprout AI represents a significant shift in how organizations can access and utilize social intelligence, enabling faster and more effective responses to market dynamics [2][6] Company Overview - Sprout Social is a leading provider of social media management and analytics software, serving approximately 30,000 brands globally [6][8] - The company emphasizes that its platform is designed to empower businesses to leverage social data for smarter and faster decision-making [6] Product Features - Trellis, the AI Agent, allows users to query billions of social data points for insights related to market research, competitive analysis, and customer feedback [7] - The AI capabilities include proactive risk management by monitoring sentiment and emerging complaints, enabling early crisis detection [7] - Sprout AI enhances routine workflows, allowing teams to focus on strategic initiatives while showcasing the ROI of social media efforts [7] - Features like Optimal Send Times and AI-generated content aim to maximize engagement and reach for social media campaigns [7] Strategic Partnerships - Sprout AI includes secure connections with leading AI providers, starting with ChatGPT, facilitating the integration of social data into daily AI workflows [4][6]
Cayosoft Expands its Industry Recognized Hybrid Identity Protection Platform with New Guardian SaaS Offering
PRWEB· 2025-11-18 14:00
"Cayosoft Guardian as a service extends the power of our platform to the cloud, delivering true hybrid Microsoft identity protection so enterprises can detect, respond, and recover instantly, no matter where they operate," said Robert Bobel, CEO, Cayosoft. Post this "Identity security can't depend on the very systems under attack," said Robert Bobel, CEO, Cayosoft. "With Cayosoft Guardian as a service, we're extending the power of our platform to the cloud, delivering true hybrid Microsoft identity protect ...