Core Insights - Infosys has launched an AI-First Global Capability Center (GCC) Model aimed at transforming GCCs into AI-powered innovation hubs for enterprises [1][2][5]. Group 1: Offering Details - The AI-First GCC Model provides comprehensive support for setting up and transforming GCCs, addressing challenges in scaling and operational readiness [2][6]. - Key components of the offering include Infosys Agentic Foundry for AI agent development, EdgeVerve AI Next as a unified platform for enterprise-scale AI, and Infosys Topaz™ for integrating AI services across the GCC lifecycle [3][5]. Group 2: Client Engagements and Impact - Infosys has a proven track record with over 100 engagements, including partnerships with Lufthansa Systems, zooplus, and Danske Bank, focusing on establishing and managing GCCs [2][5]. - Lufthansa Systems highlighted the collaboration with Infosys as pivotal for their digital transformation, enhancing aviation safety and operational efficiency through AI [4]. - Danske Bank reported significant integration of AI into their software delivery lifecycle, showcasing the impact of Infosys' expertise in creating an AI-first banking environment [4]. Group 3: Strategic Capabilities - Infosys enables clients to transform GCCs into scalable innovation engines, emphasizing technology, talent, and operational models [4][7]. - The offering includes various operational models such as Build-Operate-Transfer (BOT) and joint ventures to suit enterprise needs [6][7]. - The Infosys Springboard digital learning platform is utilized to ensure a sustainable talent pipeline tailored to enterprise requirements [6].

Core Insights - Powerfleet, Inc. is scheduled to attend fall 2025 New York investor conferences to discuss its AIoT platform, which is delivering results at scale with strong financial discipline and a clear roadmap to shareholder value [1] Company Overview - Powerfleet is a global leader in the AIoT software-as-a-service (SaaS) mobile asset industry, with over 30 years of experience [1] - The company focuses on unifying business operations through data ingestion, harmonization, and integration, providing actionable insights to help companies save lives, time, and money [1] - Powerfleet is headquartered in New Jersey, United States, and has a primary listing on The Nasdaq Global Market and a secondary listing on the Johannesburg Stock Exchange (JSE) [1] Recent Achievements - Powerfleet reported a 7% quarterly sequential increase in total revenue for Q2 FY26, ending September 30, 2025 [2] - The company won the Frost & Sullivan 2025 North America Product Leadership Award, highlighting its leadership in the AIoT sector [3]

Core Insights - Docusign has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Contract Life Cycle Management (CLM) for the sixth consecutive year, highlighting its strong market position and capabilities [1][3] Company Performance - Docusign's Intelligent Agreement Management platform leverages AI to transform agreement data into actionable insights, enhancing productivity throughout the agreement process [2] - The company has over 1.7 million customers and serves more than a billion people across 180 countries, indicating a broad and diverse user base [7] Recognition and Awards - Docusign's recognition as a Leader is based on its Ability to Execute and Completeness of Vision, underscoring its commitment to delivering significant business impact through innovation [3] - The company has also been named the 1 Most Trustworthy Software and Telecommunications company in America by Newsweek and featured in Fortune's Future 50 list for long-term growth prospects [3]

Core Points - Unisys will present at the Southwest IDEAS Investor Conference on November 19, 2025, at 1:20 p.m. CST, with a webcast available for access [1][2] - Management will be available for one-on-one and small group meetings with investors on November 19 and 20, 2025 [2] - Unisys has been recognized as a global Leader in the 2025 Gartner Magic Quadrant for Outsourced Digital Workplace Services [4] Company Overview - Unisys is a global technology solutions company that provides services in cloud, AI, digital workplace, applications, and enterprise computing [3] - The company has a history of over 150 years in helping clients achieve breakthroughs and unlock their potential [3]

Core Insights - Marshall Browning Hospital (MBH) will replace its legacy electronic health record (EHR) system with Oracle Health CommunityWorks solutions to enhance financial outcomes and patient care [1][3] - The adoption of Oracle Health Clinical AI Agent will streamline workflows and clinical documentation, allowing physicians to focus more on patient care [1][4] Company Overview - MBH is a 25-bed independent critical access hospital with 26 physicians, providing services through one acute hospital, one rehabilitation center, and three provider clinics [3][7] - The hospital has been using a fragmented legacy system, leading to inefficiencies and increased administrative burdens on clinicians [3] Technology Implementation - The new EHR system will create a unified platform across MBH's health system, improving workflow efficiency and ensuring timely access to information [5] - Automation of billing and claims processes will enhance accuracy and accelerate payment cycles, contributing to financial stability [5] Strategic Goals - The collaboration with Oracle aims to empower MBH providers by reducing administrative workloads, thereby allowing more time for patient interaction [4][6] - The implementation of AI-powered solutions is intended to alleviate caregiver burdens and expand access to high-quality care in rural settings [6]

Core Insights - Cisco will participate in the Wells Fargo 9th Annual TMT Summit, with no new financial information to be discussed at the event [1] - The conference will feature a fireside chat with Cisco's EVP & Chief Financial Officer, Mark Patterson, on November 18, 2025 [1] - Cisco emphasizes its commitment to innovation and digital resilience through AI-powered solutions and services [2] Company Overview - Cisco is a global technology leader focused on transforming organizational connectivity and security in the AI era [2] - The company has over 40 years of experience in securely connecting the world and aims to create a more connected and inclusive future [2] Investor Relations - Cisco management will engage in investor meetings during the conference, providing opportunities for direct interaction with investors [1] - Contact information for investor relations and press inquiries is provided, indicating a structured approach to communication [4]

Core Viewpoint - Pixelworks, Inc. is actively engaging with investors by participating in the ROTH Technology Conference, indicating a focus on investor relations and potential growth opportunities in the video and display processing sector [1][2]. Company Overview - Pixelworks, Inc. specializes in innovative video and display processing solutions, providing technology that enhances viewing experiences across various screens, including cinema and smartphones [3]. - The company has over 20 years of experience in delivering image processing innovations to major players in consumer electronics, professional displays, and video streaming services [3]. Event Participation - Todd DeBonis, President and CEO of Pixelworks, will host one-on-one investor meetings at the ROTH Technology Conference on November 19, 2025, in New York [1]. - Investors interested in meeting with the company can request a meeting through the conference event website or by contacting their ROTH representative [2].

Core Insights - Docusign will release its third quarter fiscal 2026 results on December 4, 2025, after market close, followed by a conference call to discuss the results [1] - The company has over 1.7 million customers and more than a billion users in over 180 countries, emphasizing its global reach and impact [2] Financial Results Announcement - The financial results will be discussed in a conference call scheduled for 2:00 p.m. Pacific Standard Time (5:00 p.m. Eastern Standard Time) [1] - A live webcast will be available on the Docusign Investor Relations website, with dial-in options for domestic and international participants [1] Company Overview - Docusign is recognized as the leader in electronic signature and contract lifecycle management, providing solutions that enhance business efficiency [2][5] - The company aims to unlock business-critical data trapped in documents, which can lead to significant time and cost savings for businesses [2]

Core Insights - Digital Turbine, Inc. will participate in three investor conferences in New York City on November 18 and 19, 2025 [1][4] Company Overview - Digital Turbine empowers mobile consumer experiences and results for telcos, advertisers, and publishers through its end-to-end platform [1] - The company is headquartered in North America and has offices globally [1] Upcoming Events - The company will host one-on-one and small group investor meetings at the 16th Annual Craig-Hallum Alpha Select Conference on November 18, 2025 [4] - CEO Bill Stone will participate in a fireside chat at the RBC Capital Markets Global Technology, Internet, Media & Telecommunications Conference on November 18, 2025, at 3:20 PM ET [4] - The company will also host one-on-one and small group investor meetings at the 14th Annual ROTH Technology Conference on November 19, 2025 [4]

Core Insights - Globant reported third quarter revenues of $617.1 million, marking a 0.4% year-over-year growth, and generated $67.5 million in free cash flow [3][8][10] - The company emphasized its commitment to long-term growth through AI-driven solutions and a focus on high-potential accounts [2][3] - Adjusted operating margin increased to 15.5%, despite currency headwinds, reflecting improved profitability [3][8] Financial Highlights for Q3 2025 - Revenues reached $617.1 million, with an adjusted operating margin of 15.5% [3][8] - IFRS diluted EPS was $0.73, down from $0.98 in Q3 2024, while non-IFRS adjusted diluted EPS was $1.53, compared to $1.63 in the same period last year [8] - Gross profit margin was 34.8%, a decrease from 36.2% in Q3 2024 [8] Financial Highlights for Nine Months Ended September 30, 2025 - Total revenues for the nine months were $1,842.4 million, representing a 3.9% year-over-year growth [8] - IFRS diluted EPS for the nine months was $1.35, down from $2.88 in the previous year, while non-IFRS adjusted diluted EPS was $4.57, compared to $4.67 [8] - The gross profit margin for the nine months was 35.0%, compared to 35.8% in the same period of 2024 [8] Operational Metrics - As of September 30, 2025, Globant employed 29,020 individuals, with 27,123 in technology, design, and innovation roles [8][24] - Revenue breakdown for Q3 2025: 53.8% from North America, 19.9% from Latin America, 19.4% from Europe, and 6.9% from new markets [8][24] - The company served 978 customers in the last twelve months, with 339 accounts generating over $1 million in annual revenues, an increase from 331 year-over-year [8][24] Future Outlook - For Q4 2025, revenues are estimated to be at least $605.0 million, reflecting a -5.8% year-over-year decline [10][14] - Fiscal year 2025 revenues are projected to be at least $2,447.4 million, indicating a minimum of 1.3% year-over-year growth [10][14] - Non-IFRS adjusted profit from operations margin for Q4 2025 is expected to be at least 15.0% [10][14]