Group 1 - Thomson Reuters Corp will be added to the Nasdaq-100 Index and the Nasdaq-100 Equal Weighted™ Index on July 28, 2025, replacing ANSYS, Inc. [1] - ANSYS, Inc. will be removed from multiple Nasdaq indices, including the Nasdaq-100 Tech Sector™ Index and the Nasdaq-100 ESG™ Index, on the same date [2] - Thomson Reuters Corp will also replace ANSYS, Inc. in the Nasdaq-100 Tech Sector™ Index and other related indices on July 28, 2025 [2] Group 2 - Nasdaq is a leading global technology company that provides services to corporate clients, investment managers, banks, brokers, and exchange operators [4] - The company aims to enhance liquidity, transparency, and integrity in the global economy through its diverse offerings, including data, analytics, and software solutions [4]

Core Insights - Health Catalyst, Inc. will release its second quarter 2025 operating results on August 7, 2025, after market close [1] - A conference call to discuss the results will take place at 5:00 pm ET on the same day [1] Company Overview - Health Catalyst is a leading provider of data and analytics technology and services aimed at improving healthcare outcomes [3] - The company serves over 1,000 organizations globally, utilizing its cloud-based technology ecosystem, Health Catalyst Ignite™, and AI-enabled solutions [3] - Health Catalyst has a proven track record of delivering billions of dollars in measurable results, focusing on transforming complex healthcare data into actionable insights [3]

Core Insights - The total number of mental health providers in the U.S. increased by 11.4% from January 2020 to January 2024, with Montana experiencing the highest increase at 209.6% due to recent legislative changes [3][4] - There is significant variation in patient-to-provider ratios across states, impacting access to mental health care [3][4] - Nearly 24% of providers with prescribing privileges had changes in their license or contact information from January 1 to March 31, 2025, which can affect patient access to care [5][6] Provider Density Trends - The analysis utilized data from LexisNexis® Provider Data MasterFile™ and U.S. Census population data to identify states with the greatest changes in mental health provider volume and ratios [2] - Nine states saw a decrease in the number of mental health providers, with Nevada experiencing the largest decline at -45.2% [3][7] - Montana's ratio of mental health providers per capita improved by 65.6%, while Nevada's ratio deteriorated by 96.2% [8] Policy Impact - States with strong mental health policies are witnessing improvements in provider ratios, which can alleviate clinician burnout and enhance patient access [4] - The need for up-to-date provider data is emphasized to reduce inefficiencies and improve patient care, especially in underserved areas [6]

Core Points - NowVertical Group Inc. held its Annual General and Special Meeting of Shareholders on June 27, 2025, where all proposed business matters were approved [1][2] - Five director nominees were elected with high approval rates, ranging from 99.15% to 99.95% [2] - Shareholders approved the re-appointment of Ernst & Young LLP as auditors and authorized the board to fix their remuneration [2] - A 10% rolling omnibus equity incentive plan was approved, along with the issuance of 477,459 Class A subordinate voting shares to Andre Garber for wage settlement [2][3] Voting Results - Sandeep Mendiratta received 31,240,059 votes for (99.90%) and 30,000 votes withheld (0.10%) [2] - David Charron received 31,255,059 votes for (99.95%) and 15,000 votes withheld (0.05%) [2] - David Doritty received 31,203,059 votes for (99.79%) and 67,000 votes withheld (0.21%) [2] - Elaine Kunda received 31,003,601 votes for (99.15%) and 266,458 votes withheld (0.85%) [2] - Chris Ford received 31,255,059 votes for (99.95%) and 15,000 votes withheld (0.05%) [2] Debt Settlement Transaction - The issuance of shares to Andre Garber is classified as a "related party transaction" under Multilateral Instrument 61-101 [3] - The transaction will utilize exemptions from formal valuation requirements as the shares do not exceed 25% of the company's market capitalization [3] Equity Grants - The company granted 109,400 incentive stock options and 269,531 restricted share units to non-executive board members, and 1,177,422 performance share units to management [5][9] - Each option allows the holder to acquire one Class A subordinate voting share at an exercise price of CAD$0.64 for five years, vesting after one year [6] - RSUs and PSUs will also vest after one year, with each vested unit entitling the holder to one share or equivalent cash [7][8] Company Overview - NowVertical is a global data and analytics company focused on transforming data into business value using AI [10] - The company offers a comprehensive suite of solutions to help clients optimize decision-making and improve operational efficiency [10] - NowVertical is pursuing growth through both organic means and strategic acquisitions [10]

Financial Performance - The company reported strong financial performance in Q4, beating expectations on both revenue and operating income, with a 10% increase in total revenue to $189 million and a 43% growth in operating income [4][27] - For FY 2025, the company achieved a 13% revenue growth, marking the third consecutive year of hitting the 10% to 15% growth target, driven by an 11% increase in subscription revenue and a 21% surge in marketplace and other revenue [5][6] - The operating margin expanded by three percentage points to 12% in Q4 and by two percentage points to 18% for the full year, marking the sixth consecutive year of margin expansion [9][36] Business Lines Performance - Subscription revenue for Q4 was $145 million, up 9%, while marketplace and other revenue increased by 14% to $44 million, with data marketplace growth at 13% [28][32] - The company added 13,100 subscription customers during FY 2025, including two new $1 million plus customers in Q4 from the financial services sector [6][7] - The annual recurring revenue (ARR) increased by $12 million quarter on quarter, with a net retention rate of 104% [29][30] Market Data - The data marketplace, which accounted for 77% of marketplace and other revenue, showed continued strength in U.S. digital ad spending, with no detected change in customer behavior due to macroeconomic conditions [32] - The company noted a significant increase in CTV advertising data bought from its marketplace, up nearly 50% for FY 2025 [101] Company Strategy and Industry Competition - The company aims to achieve the "Rule of 40" by FY 2028, targeting 10% to 15% revenue growth and 25% to 30% operating margin, with a focus on expanding its data collaboration network and enhancing media measurement capabilities [10][24] - The launch of the cross media intelligence solution is expected to drive growth by enabling marketers to measure and optimize advertising campaigns across platforms [24][49] - The company is strategically managing expenses while investing in key growth areas, including the rollout of its cross media intelligence offering and integrating AI functionality into its platform [41][42] Management Commentary on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the sales pipeline, noting strong demand signals but acknowledging some customer hesitancy tied to macroeconomic uncertainty [31][38] - The company anticipates revenue for FY 2026 to be between $787 million and $817 million, reflecting a growth rate of 6% to 10%, with the macro environment being a significant swing factor [38][39] - Management highlighted the importance of ROI for clients, especially in uncertain times, and emphasized the need for effective measurement solutions [74] Other Important Information - The company achieved a record free cash flow of $153 million for FY 2025, a 51% year-over-year increase, and returned $101 million to shareholders through a share repurchase program [9][35] - The company concluded FY 2025 with $421 million in cash and short-term investments, equating to over $6 per diluted share [9] Q&A Session Summary Question: Customer reaction to cross media intelligence and growth acceleration confidence - Management expressed optimism about the cross media intelligence solution, noting strong early feedback and increased customer conversations, which suggest traction [49][52] Question: Key factors impacting revenue guidance range - The primary swing factor between the low and high ends of the revenue guidance is the macro environment, with execution on sales momentum being crucial [56][58] Question: New customer acquisition and mid-market opportunities - The company is focused on improving customer count, particularly in the mid-market, with new clean room use cases and a new pricing model expected to drive growth [63][65] Question: Impact of Google’s cookie announcement on customer sentiment - Management indicated that the announcement was largely a non-event for customers, as the industry has been moving away from cookies for years [68] Question: Sales pipeline and client hesitation - Management noted that client hesitation was observed late in Q4 but indicated that strong ROI models and value propositions helped close deals early in Q1 [75][77] Question: Clean Room solution adoption and customer segmentation - Management believes that clean room adoption is primarily a function of time and execution, with larger companies leading the way, but expects broader adoption over time [85][88] Question: Subscription net retention rate outlook - The company expects subscription net retention to stabilize between 100% and 105% in the near term, with potential for improvement as new strategies are executed [92][93] Question: RPO growth and renewal cycle - The company reported strong growth in RPO driven by successful multi-year deal renewals, indicating a positive renewal cycle [98][99] Question: Contribution from Oracle and CTV partnerships - Management noted that Oracle contributed a few points of growth, while CTV partnerships are expected to support continued strong growth in FY 2026 [101]

Core Insights - The report by LexisNexis Risk Solutions highlights the urgent need for improved identity verification solutions in healthcare portals to enhance user trust and security [1][5] Group 1: Data Security and User Confidence - Data security is a significant factor influencing the adoption of healthcare portals, with a notable difference in confidence levels between portal users and non-users [3][7] - 49% of non-portal users lack confidence in the security of their health data, compared to only 11% of portal users [7] - The findings indicate a disconnect between consumer perceptions of effective identity verification and the reality of compromised usernames and passwords, with estimates suggesting a million passwords are compromised weekly [5][7] Group 2: User Preferences and Barriers - Users prefer usernames and passwords as their primary method of identity verification, with 58% selecting this option, despite the known security risks [7] - 36% of respondents would prefer to interact with a human for identity verification, indicating a preference for personal engagement over digital methods [8] - Awareness is a significant barrier to portal adoption, with 41% of non-portal users aged 18 to 34 unaware of their portal's existence or how to access it [6][7] Group 3: Recommendations for Healthcare Organizations - Healthcare organizations are encouraged to implement stronger data security protocols that balance effective identity verification with a seamless user experience [2][5] - There is a need for greater education on data security practices among users to improve their understanding and confidence in using healthcare portals [2][5]

Q1 2021 Earnings Supplemental Materials April 29, 2021 Forward-Looking Statements These materials contain "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on management's current beliefs, expectations, and assumptions regarding the future of our business, future plans and strategies, projections, outlook, anticipated cost savings, anticipa ...

Core Insights - The partnership between Mastech Digital and Informatica aims to provide AI-based solutions that enhance digital transformation in the $50 billion cloud data management and analytics market [1][2]. Company Overview - Mastech Digital is an AI-driven data and analytics company that focuses on delivering outcome-oriented solutions for global enterprises, serving Fortune 1000 clients across various industries [7]. - The company is evolving into a Data and AI-first technology partner, leveraging its expertise in data modernization alongside Informatica's advanced capabilities [3][5]. Partnership Details - The collaboration will utilize Informatica's Intelligent Data Management Cloud (IDMC) platform, which is powered by the CLAIRE AI engine and GenAI capabilities, to facilitate enterprise-scale data integration, governance, and analytics [3]. - Mastech and Informatica are committed to providing customer success teams with next-gen playbooks that include AI business use cases and client-ready proofs of concept (PoCs) that can deliver results in as little as 30 days [5][6]. Industry-Specific Solutions - The partnership will offer tailored solutions for industries such as healthcare (compliance and AI diagnostics), BFSI (fraud detection, KYC modernization), and manufacturing (digital twin, supply chain AI), featuring pre-configured metadata and dashboards for rapid deployment [9]. - A co-branded joint AI and Data outcomes lab will be established to provide clients with hands-on workshops and co-innovation spaces, accelerating the adoption of AI and data solutions [9].

Financial Data and Key Metrics Changes - Revenue for the quarter increased by 26% to a record $22 million, with adjusted gross profit reaching $18.3 million and an adjusted gross margin of 83% [7][14] - Adjusted EBITDA rose by 47% to a record $8.4 million, resulting in an adjusted EBITDA margin of 38%, up six percentage points [7][15] - Adjusted net income increased by 53% to a record $4.8 million, leading to adjusted earnings of $0.33 per diluted share [7][21] Business Line Data and Key Metrics Changes - The IDI billable customer base grew by over 300 customers sequentially, ending the quarter at 9,241 customers [7][17] - The emerging markets vertical led revenue growth, while the investigative vertical continued to perform well, driven by law enforcement [17][18] - The collections vertical showed mid-single-digit growth, with the highest year-over-year growth rate since 2020 when normalized for prior year impacts [18] - The real estate vertical, excluding FORWARN, declined by low single digits due to affordability issues [19] Market Data and Key Metrics Changes - Over 545 realtor associations are now contracted to use FORWARN, which added more than 20,000 users during the quarter, marking its twentieth consecutive quarter of revenue growth [8][19] - Contractual revenue represented 74% of total revenue for the quarter, down four percentage points from the prior year [19] Company Strategy and Development Direction - The company focuses on increasing productivity, implementing automation, and enhancing proprietary data generation and aggregation, including the use of AI [11][31] - The business model has proven resilient through various economic cycles, ensuring relevance and mission-critical status regardless of market conditions [9][10] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the business model's durability amid economic volatility, highlighting strong demand across various customer segments [8][10] - The company is optimistic about the opportunity pipeline and expects continued onboarding across customer verticals [25][26] Other Important Information - Cash and cash equivalents were $34.6 million as of March 31, 2025, with a special cash dividend of $0.30 per share paid out [21][22] - The company generated $5 million in cash from operating activities, compared to $4.3 million for the same period in 2024 [21] Q&A Session Summary Question: What is driving the strong growth in IDI customers? - Management noted consistent volume across customer bases and verticals, with no impact from broader economic uncertainty [25][26] Question: Any highlights on larger customers and their trends? - The number of customers generating over $100,000 in revenue annually has grown to approximately 110, indicating strong performance in medium and larger enterprise segments [27][28] Question: What areas of technology investment are being focused on for long-term growth? - The company is investing in enhancing its identity graph and proprietary data generation, with a focus on AI initiatives to provide current risk signals to customers [29][31]

Financial Data and Key Metrics Changes - Revenue for the quarter increased by 26% to a record $22 million, with adjusted gross profit reaching $18.3 million and an adjusted gross margin of 83% [8][16] - Adjusted EBITDA rose by 47% to a record $8.4 million, resulting in an adjusted EBITDA margin of 38%, up six percentage points [8][16] - Adjusted net income increased by 53% to a record $4.8 million, leading to adjusted earnings of $0.33 per diluted share [8][16] Business Line Data and Key Metrics Changes - The IDI billable customer base grew by over 300 customers sequentially, ending the quarter at 9,241 customers [9][19] - The emerging markets vertical led revenue growth, while the investigative vertical continued to perform well, driven by law enforcement [19][20] - The collections vertical showed mid-single-digit growth, with the highest year-over-year growth rate since 2020 when normalized for prior year impacts [20] Market Data and Key Metrics Changes - ForeWarn added 21,918 users during the first quarter, ending with 325,336 users, marking its twentieth consecutive quarter of sequential revenue growth [9][21] - Contractual revenue represented 74% of total revenue for the quarter, down four percentage points from the prior year due to one-time transactional revenue [21] Company Strategy and Development Direction - The company focuses on increasing productivity, implementing automation, and enhancing proprietary data generation and aggregation, including the use of AI [13][35] - The business model has proven resilient through various economic cycles, ensuring relevance and mission-critical status regardless of market conditions [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's ability to perform through economic fluctuations, highlighting a structural shift in consumer dynamics [12][25] - The company remains focused on sustaining momentum, expanding reach, and creating long-term value for shareholders [25][40] Other Important Information - Cash and cash equivalents were $34.6 million as of March 31, 2025, with a special cash dividend of $0.30 per share paid out [23][24] - The company generated $5 million in cash from operating activities, compared to $4.3 million for the same period in 2024 [23] Q&A Session Summary Question: What is driving the strong growth in IDI customers? - Management noted consistent volume across customer verticals and strong onboarding across various customer sizes, expecting this trend to continue [28][29] Question: Are larger customers slowing down or picking up amid macro uncertainty? - The number of customers generating over $100,000 in revenue annually has increased to around 110, indicating continued growth in medium and larger enterprise customers [30] Question: What areas of technology investment are being focused on for long-term growth? - The company is investing in enhancing its identity graph and proprietary data generation, with a focus on risk signals and automation to improve financial performance [32][35]