Core Insights - The company announced a comprehensive upgrade of its data intelligence services during the FORCE original power conference, enhancing its capabilities to assist enterprises in operations [1][3] Group 1: Service Upgrades - The upgraded data intelligence services will include Intelligent Analysis Agent, Intelligent Marketing Agent, User Research Agent, Data Processing Agent, and Big Data Operations Agent [1][3] - A new Customer Service Agent was introduced to help enterprises reconstruct manual sales guidance in both pre-sales and post-sales scenarios [1][3] Group 2: Features of New Services - The Customer Service Agent features a sensitive description model, an e-commerce risk control model, and the ability to customize sensitive keywords [1][3]

新浪科技讯 12月18日上午消息，近日，高德开放平台推出"智能穿戴解决方案"，以"数据底座+AI空间 智能+生态协同"的技术架构破解行业痛点。近年来，随着AIoT技术的迅猛发展，智能穿戴设备逐渐成 为用户日常出行与生活的重要入口。然而，行业长期面临交互不便、算力受限、续航短、生态割裂等痛 点。为破解这些难题，高德开放平台正式发布面向智能手表与智能眼镜的解决方案，以推动智能穿戴设 备迈向"更方便、更安全、更智能"的新阶段。 据悉，高德开放平台三大底层能力构建支撑体系：一是基于多年积累的全量出行数据与自研高精导航引 擎，保障厘米级定位与分钟级路况更新；二是"小高老师"AI空间智能体，可理解用户所处场景、预测出 行需求，实现主动提醒与守护；三是深度整合打车、本地生活等服务，打造"出行即服务"的全链路体 验。 目前，高德智能手表解决方案已成功落地小米、荣耀、优创亿等品牌或解决方案厂商。在智能眼镜领 域，高德已与夸克、Rokid、雷鸟创新、逸文科技、星纪魅族等达成战略合作，进一步拓展应用场景。 责任编辑：江钰涵 责任编辑：江钰涵 新浪科技讯 12月18日上午消息，近日，高德开放平台推出"智能穿戴解决方案"，以"数据底座 ...

Group 1 - FIFA announced that the 48 teams participating in the 2026 World Cup in the USA, Canada, and Mexico will receive a total of $727 million in bonuses and subsidies, with the champion receiving $50 million, the runner-up $33 million, and even the last place team receiving $9 million [2] - International oil prices surged, with WTI crude oil rising by 2.87% to $56.71 per barrel, and Brent crude oil increasing by 2.9% to $60.63 per barrel [6] - Silver prices reached a historic high, with spot silver rising by 4.29% to $66.45 per ounce, and COMEX silver futures increasing by 5.38% to $66.72 per ounce [8] Group 2 - The U.S. Senate passed a $901 billion defense authorization bill, which will be sent to the White House for presidential approval [17] - The European Parliament voted to gradually stop importing natural gas from Russia by the end of 2027, pending approval from EU member states [18] - Tencent upgraded its large model research framework, appointing a former OpenAI researcher as Chief AI Scientist to enhance its capabilities in AI development [19] Group 3 - NINGDE TIMES announced the launch of the world's first humanoid embodied intelligent robot production line for new energy battery PACK, marking a significant breakthrough in intelligent manufacturing [20] - Huayi Brothers reported a reduction in shareholding by Alibaba's venture capital arm and Jack Ma, with their combined stake falling below 5% [22] - Xiaomi introduced its open-source Xiaomi MiMo-V2-Flash large model, which reportedly outperforms several leading models in speed and cost [23] Group 4 - The Ministry of Education issued measures to strengthen daily exam management in primary and secondary schools, aiming to reduce the frequency of tests and alleviate students' academic burden [12] - The State Administration for Market Regulation indicated that platforms requiring merchants to offer "lowest prices online" may constitute monopolistic behavior [12] - The Beijing Municipal Housing and Urban-Rural Development Committee conducted joint interviews with major internet platforms to clean up over 17,000 pieces of illegal real estate information [13]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $32.6 million, reflecting a 432% increase year-over-year and a 101% increase sequentially compared to Q2 2025 [4][18] - Adjusted EBITDA improved sequentially to negative $19.2 million, a $500,000 improvement from Q2 2025 [22] - The company expects revenue to exceed $180 million in fiscal year 2026, with a commitment to achieve positive adjusted EBITDA by the end of Q4 2026 [4][29] Business Line Data and Key Metrics Changes - Platform revenue totaled $19.8 million, up 127% sequentially, driven by strong advertising revenue from Masterworks [20] - Platform Solutions revenue was $12.7 million, up 71% sequentially, supported by strong performance from Masterworks and Midwestern [20][22] - The company anticipates that the acquisition of Westfall Gold will contribute approximately $20 million in revenue in fiscal year 2026 [12][29] Market Data and Key Metrics Changes - The company secured 20 customers expected to contribute over $1 million in annual contract revenue, indicating strong customer momentum [15] - The total addressable market for network capability providers is estimated to be around $60 billion, indicating significant growth potential [58] Company Strategy and Development Direction - Gloo aims to build a leading technology platform serving the faith and flourishing ecosystem, focusing on both churches and network capability providers [5][6] - The company is committed to leveraging strategic acquisitions to enhance its offerings and deepen its market presence [8][29] - Gloo is developing vertical-specific, values-aligned AI capabilities to serve the unique needs of its ecosystem [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand across the platform and the positive trajectory of revenue growth [4][25] - The company is focused on building a scalable business while managing costs responsibly, with expectations for significant sequential improvement in adjusted EBITDA starting in Q1 2026 [29][30] - Management highlighted the importance of maintaining discipline in M&A activities to ensure strategic alignment and profitability [78][79] Other Important Information - The company has recently closed two acquisitions, Igniter and XRI Global, which are expected to enhance its capabilities and revenue potential [8][12] - Gloo's IPO added approximately $72.3 million to its balance sheet, significantly strengthening its financial position [24] Q&A Session Summary Question: Can you walk through what the $1 million customers are buying? - Management indicated that the $1 million customers are primarily utilizing Gloo 360 for advanced technology infrastructures and Masterworks for donor engagement [34][35] Question: What factors affect the speed of revenue realization from these deals? - Management noted that proof points in various categories have accelerated deal closures, leading to faster revenue realization [37][38] Question: How much synergy realization is expected from recent acquisitions? - Management stated that synergy realizations will play a significant role in achieving profitability, with ongoing efforts to integrate and optimize across acquisitions [40][42] Question: What investments are being made in Gloo 360? - Management highlighted investments in sales capacity, staff integration from acquired companies, and targeted capabilities in SaaS applications and AI [46][48] Question: How should growth from upsell and conversion be viewed for 2026? - Management indicated a balanced approach between upselling existing customers and acquiring new customers, with a focus on organic growth [67][71]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $32.6 million, reflecting a 432% increase year-over-year and a 101% increase sequentially compared to Q2 2025 [14][4] - Adjusted EBITDA improved sequentially to negative $19.2 million, a $500,000 improvement from Q2 2025 [16] - The company expects revenue to exceed $180 million in fiscal year 2026, with a commitment to achieve positive adjusted EBITDA by the end of Q4 2026 [4][21] Business Line Data and Key Metrics Changes - Platform revenue totaled $19.8 million, up 127% sequentially, driven by advertising revenue from Masterworks [15] - Platform solutions revenue was $12.7 million, up 71% sequentially, supported by strong performance from Masterworks and Midwestern [15] - The company has secured 20 customers expected to contribute over $1 million in annual contract revenue, indicating strong demand for Gloo 360 and Masterworks offerings [11][25] Market Data and Key Metrics Changes - The company serves over 315,000 churches and more than 100,000 not-for-profit organizations in the U.S., indicating a large and fragmented market [5][6] - The total addressable market for network capability providers is estimated to be around $60 billion, providing significant growth opportunities [50] Company Strategy and Development Direction - Gloo aims to build a leading technology platform for the faith and flourishing ecosystem, focusing on both churches and network capability providers [5][6] - Recent acquisitions, including Igniter and Westfall Gold, are intended to enhance the platform's capabilities and drive revenue growth [7][8] - The company is committed to leveraging AI to serve the unique needs of its ecosystem, with a focus on values-aligned AI [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, citing strong demand across the platform and the impact of recent acquisitions [14][21] - The company anticipates continued improvement in adjusted EBITDA and revenue growth, with a robust pipeline of M&A opportunities [21][22] - Management emphasized the importance of disciplined execution and transparency in achieving long-term goals [24] Other Important Information - The company had $15.1 million in cash and cash equivalents as of October 31, 2025, bolstered by a $72.3 million IPO [17] - The company expects to close the Westfall Gold acquisition before the fiscal year ends on January 31, 2026, contributing approximately $20 million in revenue for fiscal year 2026 [9][18] Q&A Session Summary Question: What are the 20 customers contributing over $1 million in annual contract value buying? - The customers are purchasing a mix of Gloo 360 offerings and services from Masterworks, which help organizations enhance donor engagement and technology infrastructure [25][27] Question: What factors affect the speed of turning deals into revenue? - The sales pipeline is robust, with acceleration seen in categories like Bible translation and university segments, leading to faster deal closures [29][30] Question: How much synergy realization is expected from recent acquisitions? - Synergy realization will play a significant role in achieving profitability, with ongoing efforts to integrate and optimize across acquisitions [32][33] Question: What investments are being made in Gloo 360? - Investments are focused on increasing sales capacity, integrating acquired talent, and enhancing service delivery capabilities [38][39] Question: Are there any capacity issues in AI efforts? - Currently, there are no capacity issues, but the company is planning to ensure sufficient capacity to meet future demands [44] Question: How many customers have the potential to become million-dollar customers? - There is a significant opportunity among existing and potential customers, particularly among network capability providers [47][50] Question: How do Masterworks and Westfall Gold complement each other? - Masterworks nurtures smaller donors while Westfall Gold focuses on major donors, creating a synergistic relationship that enhances donor engagement [52] Question: What is the M&A strategy moving forward? - The company will remain disciplined and strategic in acquisitions, focusing on those that are accretive to revenue and EBITDA [55][71]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $32.6 million, reflecting a 432% increase year-over-year and a 101% increase sequentially compared to Q2 2025 [4][13] - Adjusted EBITDA improved sequentially to negative $19.2 million, a $500,000 improvement from Q2 2025 [15][19] - The company expects revenue to exceed $180 million in fiscal year 2026, with a commitment to achieving positive adjusted EBITDA by the end of Q4 2026 [4][20] Business Line Data and Key Metrics Changes - Platform revenue totaled $19.8 million, up 127% sequentially, driven by advertising revenue from Masterworks [14] - Platform solutions revenue was $12.7 million, up 71% sequentially, supported by strong performance from Masterworks and Midwestern [15] - The company has secured 20 customers expected to contribute over $1 million in annual contract revenue, indicating strong demand across its offerings [11][24] Market Data and Key Metrics Changes - The company serves over 315,000 churches and more than 100,000 not-for-profit organizations in the U.S., indicating a large and fragmented market [5][6] - The total addressable market for network capability providers is estimated to be around $60 billion, highlighting significant growth potential [42] Company Strategy and Development Direction - Gloo aims to build a leading technology platform for the faith and flourishing ecosystem, focusing on both churches and network capability providers [5][6] - Recent acquisitions, including Igniter and XRI Global, are intended to enhance the platform's capabilities and accelerate growth [7][9] - The company is committed to harnessing technology for good, with a focus on developing values-aligned AI solutions [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, citing strong customer momentum and a robust sales pipeline [10][11] - The company anticipates continued strong demand across its platform, despite seasonal slowdowns in December and January [16] - Management emphasized a disciplined approach to M&A, focusing on strategic acquisitions that are accretive to revenue and EBITDA [49][62] Other Important Information - The company has a strong cash position with $15.1 million in cash and cash equivalents, bolstered by a recent IPO that raised approximately $72.3 million [16] - The company plans to close the acquisition of Westfall Gold, which is expected to contribute approximately $20 million in revenue in fiscal year 2026 [9][17] Q&A Session Summary Question: What are the new customers buying? - Management indicated that customers are purchasing multi-product and multi-service offerings, particularly Gloo 360 and Masterworks, which provide advanced technologies and donor engagement solutions [23][24] Question: What is the pace of revenue realization from new deals? - Management noted that the sales pipeline is accelerating, with quicker deal closures observed in categories like Bible translation and university segments [26][27] Question: How much synergy realization is expected from acquisitions? - Management stated that synergy realization will play a significant role in achieving adjusted EBITDA profitability, with ongoing efforts to integrate and optimize across acquisitions [29][30] Question: What investments are being made in Gloo 360? - Investments are focused on increasing sales capacity, enhancing service delivery capabilities, and augmenting AI and security services [33][35] Question: How should growth be expected from upsell versus new customers? - Management indicated a balanced approach, with growth expected from both upselling existing customers and acquiring new customers, particularly in the Gloo 360 segment [52][55]

股 份 代 號 : 3317 深圳迅策科技股份有限公司 SHENZHEN XUNCE TECHNOLOGY CO., LTD. ( 於中華人民共和國註冊成立的股份有限公司 ) 獨家保薦人 整體協調人，聯席全球協調人，聯席䵷簿管理人，聯席牽頭經辦人 獨家財務顧問 重要提示 重要提示： 閣下如對本招股章程中任何內容有任何疑問，應徵詢專業獨立意見。 Shenzhen Xunce Technology Co., Ltd. 深圳迅策科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） 全球發售 全球發售的發售股份數目 ： 22,500,000股H股（視乎發售量調整權及 超額配股權行使與否而定） 香港發售股份數目 ： 2,250,000股H股（視乎發售量調整權行使 與否而定及可予重新分配） 國際發售股份數目 ： 20,250,000股H股（視乎發售量調整權行使與否而定、 可予重新分配及視乎超額配股權行使與否而定） 最高發售價 ： 每股H股55.00港元，另加1.0%經紀佣金、 0.0027%證監會交易徵費、 0.00565%香港聯交所交易費及 0.00015%會財局交易徵費 （須於申請時以港元繳足，多繳股款可予退 ...

New rumors of stalled data-center funding have sent Oracle's stock lower, but some experts argue the negative narrative has gotten too harsh. ...

此次融资动荡直接暴露了甲骨文AI基础设施战略日益紧张的资金链。该公司近几个月的大规模支出和 激进的债务融资行为已引发市场警觉，导致其股价较9月的高点下跌超过40%，过去一个月跌近15%， 债券亦遭到抛售。 周三，甲骨文(ORCL.US)盘前跌2%，报184.80美元。据报道，三位知情人士透露，blue owl此前一直在 与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1千兆瓦的数据中 心，该设施旨在服务于OpenAI。然而，随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并 进行大额股权投资的协议将无法推进。甲骨文随后回应称，密歇根数据中心相关股权交易仍按计划推 进。 ...

Core Viewpoint - Oracle Corp's plans for a $10 billion data center in Michigan are uncertain due to failed funding negotiations with Blue Owl Capital, which has been a key financial supporter for Oracle's major U.S. data center projects [3] Group 1 - The proposed data center in Michigan represents a significant investment of $10 billion by Oracle Corp [3] - Blue Owl Capital was the primary financial backer for Oracle's largest data center initiatives in the United States [3] - The breakdown in funding talks raises concerns about the future of Oracle's expansion plans in the data center sector [3]