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Zenvia (ZENV) - 2025 Q1 - Earnings Call Presentation
2025-07-03 12:59
Financial Performance - Zenvia's net revenues increased from BRL 213 million in Q1 2024 to BRL 296 million in Q1 2025[4] - G&A expenses decreased from BRL 31 million in Q1 2024 to BRL 24 million in Q1 2025[4] - Non-GAAP adjusted gross profit decreased from BRL 93.6 million in Q1 2024 to BRL 74.2 million in Q1 2025[10] - Non-GAAP adjusted gross margin consolidated decreased from 44% in Q1 2024 to 25.1% in Q1 2025[4] - EBITDA decreased from BRL 23 million in Q1 2024 to BRL 20 million in Q1 2025[4] - EBITDA minus CAPEX decreased from BRL 11.2 million in Q1 2024 to BRL 10.1 million in Q1 2025[16] Business Segments - CPaaS revenue increased from BRL 136 million in Q1 2024 to BRL 215 million in Q1 2025[7] - SaaS revenue increased from BRL 77 million in Q1 2024 to BRL 81 million in Q1 2025[7] - Non-GAAP adjusted gross margin for SaaS decreased from 56.4% in Q1 2024 to 53.7% in Q1 2025[4] - Non-GAAP adjusted gross margin for CPaaS decreased from 37% in Q1 2024 to 14.3% in Q1 2025[10]
曾拿Adobe十亿美元分手费,设计界“水电煤”千亿估值冲IPO
3 6 Ke· 2025-07-03 06:11
智东西7月3日报道,近日,全球云端协作设计软件巨头Figma向纽交所提交招股书,冲刺上市。 这家曾被软件巨头Adobe豪掷200亿美元求购未果的SaaS龙头,其平台早已渗透进全球数十亿人每天使用的应用程序,包括谷歌地图、优步打车、多邻国 学习软件、Claude大模型、领英职场社交平台等应用,以及国人熟悉的微信小程序、抖音界面等设计,背后都可能有Figma的身影。 Figma堪称设计界的"基础设施"。它2015年革命性地将专业设计工具搬上浏览器,开启了云端实时协作设计时代。截至今年3月底,其全球付费客户已达 45万,95%的《财富》500强企业都依赖其平台进行产品设计。 AI是Figma此次IPO的核心叙事, 招股书中"AI"一词出现超过150次。公司正全力将AI深度融入产品:其最新AI平台FigmaMake能让用户"动动嘴皮子"几 分钟生成可交互原型;在线白板FigJam的AI可秒速总结会议要点、自动生成创意模板,正深刻改变设计工作的效率和门槛。 强劲的业绩增长证明了其市场统治力:Figma 2024年收入同比增长48%至7.49亿美元,2025年Q1再增46%达2.28亿美元。这使其成为AI激发SaaS新一 ...
海外红人营销SaaS行业研究报告
艾瑞咨询· 2025-07-03 01:53
核心摘要: 市场环境 宏观经济压力与传统广告ROI走低,红人营销凭借"精准触达+信任闭环"成为高效拓客方案。为解决海外红 人管理存在跨平台数据割裂、履约率低、建联周期长等痛点,红人营销SaaS应运而生,将碎片化流程升级 为系统化运营,成为品牌全球化扩张的必要工具。 市 场规 模 TikTok电商生态爆发与全球红人商业化的成熟驱动红人营销SaaS市场增长,预计未来3年中国海外红人营销 SaaS市场复合增速为15%。未来厂商将持续推进红人资源整合与履约链条优化,并运用AI提升红人营销效 率。 竞 争格 局 当前海外红人营销 SaaS 厂商按背景可分为三类: MCN 背景厂商、数据分析背景厂商、电商平台衍生工 具。从服务能力与发展潜力两个维度评估,卧兔旗下 WotoHub ,以长期沉淀的红人资源 + 红人营销全链 路业务布局,在中国跨境电商 - 海外红人营销全链路管理 SaaS 中,市占率位列第一。 海外红人营销SaaS行业丨研究报告 | | | 海外线上营销的主要渠道 | | | --- | --- | --- | --- | | 美型 | 见效速度 成本 | | 优势及劣势 | | . | 图 19-14-11 ...
独家丨字节多维表格AI产品负责人王翛离职二次创业
雷峰网· 2025-07-03 00:40
" 王翛已接触多家投资机构 。 " 作者丨姚单 编辑丨刘伟 雷峰网独家获悉,字节多维表格AI产品负责人王翛已于近期离职,将投身于AI硬件创业。 多名人士透露,某顶流投资机构已确定投资王翛的创业项目。包括该机构在内,大多数人对王翛的评价极 佳,认为他是非常聪明且有灵气的一个人。 王翛 是一名95后, 本科就读于南京大学匡亚明学院,拥有斯坦福大学电子工程硕士学位,毕业后投身于 创业。 2020年,王翛创立了北京态璞信息科技有限公司,品牌名称为明雀,定位为新一代对外连接的无代码协同 SaaS平台。 安克转战UV打印机,15天众筹超2000万美金背后 独家丨前安克3D打印机负责人王志宇创业,计划融资2000万元 而后因种种因素,明雀于2024年9月出售给亿欧,后者是一家专注科技+产业+投资的信息平台和智库。交 易完成后,王翛加入了字节于2020年上线的多维表格。同期,飞书多维表格发布了多个AI功能,当时多维 表格的月活跃用户数已超过600万。 随着王翛投身于AI硬件创业,一级市场也在密切关注。 不同于SaaS, 目前AI硬件处于早期阶段,很多产品还在试水试错。消费者对品类认知有限,主要集中在 眼镜、耳机、手表等。不过 ...
Datadog被纳入标普500指数,Robinhood被纳入的预期再次落空
news flash· 2025-07-02 21:22
Group 1 - Datadog, a monitoring service provider for servers and databases, will be added to the S&P 500 index, replacing Juniper Networks [1] - Following the announcement, Datadog's stock price surged by 9.64% in after-hours trading [1] - Robinhood's stock experienced a decline of 3.48% in the same trading session [1] Group 2 - Datadog's closing price was reported at 135.01 USD, with an after-hours price of 148.02 USD [4] - The market capitalization of Datadog is approximately 46.63 billion USD [4] - Datadog's 52-week high is 170.08 USD, while the 52-week low is 81.65 USD [4]
Alibaba.com and Wix Announce Strategic Partnership to Accelerate Global Growth for SMEs
Globenewswire· 2025-07-02 13:00
Core Insights - Alibaba.com and Wix.com have formed a strategic partnership to empower digital entrepreneurs, new businesses, and SMEs to enhance their global reach [1] - The collaboration aims to facilitate seamless global trade across over 200 countries and regions [1] Strategic Initiatives - **Alibaba.com Seller App Integration with Wix Marketplace**: Wix merchants can become Global Gold Suppliers on Alibaba.com by downloading the Alibaba.com Seller App, which automates product and order synchronization, simplifying global selling processes [2] - **Smart and Efficient Sourcing from Alibaba.com for Wix Merchants**: Wix merchants will have access to a curated sourcing marketplace, allowing them to discover reliable suppliers and source products tailored to their needs, enabling quick market testing and private-label creation [3] - **Direct Access to Wix's AI Platform for Alibaba.com Sellers**: Alibaba.com sellers can build branded D2C and B2B storefronts using Wix's AI, design, marketing, and eCommerce tools, enhancing their digital presence and customer engagement [4] Leadership Statements - Kuo Zhang, President of Alibaba.com, emphasized the commitment to creating accessible global trade opportunities for businesses of all sizes, highlighting the partnership's role in simplifying international trade [5] - Nir Zohar, President of Wix, noted that the collaboration opens new opportunities for users to access international wholesale markets and strengthen customer connections [5] Future Enhancements - The partnership will roll out in phases, with anticipated features including AI-powered product discovery, automated onboarding processes, and intelligent product-matching tools aimed at benefiting small and medium-sized enterprises [5]
华人 AI Surge 欲融 10 亿美金估值 150 亿,Grammarly 收购 Superhuman,Figma 提交上市
投资实习所· 2025-07-02 03:54
作为 SaaS 时代 PLG 和协同产品的典型代表之一,在经历了 Adobe 的收购但因监管因素取消收购的 Figma,今天终于提交上市申请了。 几个业务数据: 过去 12 个月的收入为 8.21 亿美金,同比增长 46%,毛利达到了 91% ,福布斯 2000 强企业中 78% 在使用 Figma,76% 的客户使用 Figma 至少 2 个产品,目前 Figma 拥有的现金为 15.4 亿美金。 Adobe 之前的收购失败后给了 Figma 10 亿美金的分手费,与此同时, Figma 已经买了 7000 万美金的比特币 ETF,并且打算通过 USDC 继续购买 3000 万美金的比特币 ,目前市场整体很看好 Figma 上市后的表现,Figma 成功上市后应该会给一级市场带来不少流动性。 AI 时代,Figma 也开始全面结合 AI 能力,已经推出了 Figma Sites(网站构建工具)、Figma Make(AI 编程工具)、Figma Buzz(图像生成)和 Figma Draw(矢量设计),扩展至全功能平台。 很有意思的一点是, Figma 超过 85% 的周活跃用户是来自美国以外的,国际收入占 ...
Synchronoss Joins Russell 2000 Index, Solidifying Position as a Leading Small-Cap SaaS Company
GlobeNewswire News Room· 2025-07-01 12:00
BRIDGEWATER, N.J., July 01, 2025 (GLOBE NEWSWIRE) -- Synchronoss Technologies, Inc. (“Synchronoss”) (NASDAQ: SNCR), a global leader and innovator in personal cloud platforms, today announced that the company has joined the Russell 2000® Index, effective upon the U.S. market open on June 30, 2025. Prior to its inclusion in the Russell 2000 Index, Synchronoss had completed a strategic transformation to become a leading global cloud solutions provider, resulting in a more predictable, stable business model whi ...
玩美上涨3.67%,报2.26美元/股,总市值2.30亿美元
Jin Rong Jie· 2025-06-30 14:25
Group 1 - The core viewpoint of the article highlights the financial performance and market position of the company, PERF, which has shown significant growth in revenue and net profit [1][2][3] - As of June 30, the stock price of PERF increased by 3.67%, reaching $2.26 per share, with a total market capitalization of $230 million [1] - Financial data indicates that for the period ending March 31, 2025, the total revenue of PERF was $16.014 million, representing a year-on-year growth of 12.07%, while the net profit attributable to shareholders was $2.293 million, reflecting a substantial increase of 263.97% [1] Group 2 - Important event reminder: PERF is scheduled to disclose its mid-year report for the fiscal year 2025 on July 23, with the actual date subject to company announcement [2] - PERF, established on February 13, 2015, is a Cayman Islands limited liability company that spun off from Taiwan's CyberLink Corp, focusing on enhancing consumer shopping experiences through AR, AI, and digital technologies [2] - The company’s domestic entity, PERF Trading (Shanghai) Co., Ltd., is a leading provider of SaaS AI and AR solutions for beauty and fashion, aiming to create seamless and omnichannel experiences for consumers [2] - PERF's immersive app series has achieved over 1 billion global downloads, providing consumers with a convenient platform to virtually experience various products [2]
Locafy Partners with Leading U.S. Reputation Platform - Plans to Scale Deployment of “AI-Ready” Search Solutions
Globenewswire· 2025-06-27 12:00
Agreement Expands U.S. Business Listing Syndication by Approximately 10,000 End Users Locafy’s “AI Search Readiness” Solutions Positioned as Value-Added Upsell to Base Contract PERTH, Australia, June 27, 2025 (GLOBE NEWSWIRE) -- Locafy Limited (NASDAQ: LCFY, “Locafy” or the “Company”), a globally recognized leader in location-based digital marketing, today announced it has entered into a strategic partnership with one of the United States’ foremost online reputation and review management platforms. Under th ...