The Platform for the Connected Home and Business AUGUST 2020 Copyright © Alarm.com 2020 1 Safe Harbor Statement FORWARD - LOOKING STATEMENTS This presentation contains forward-looking statements that involve risks and uncertainties. All statements other than statements of historical fact contained in this presentation, including, but not limited to, statements regarding our potential market opportunity and growth drivers, including addressable markets and industry trends, expansion into new international ma ...

Core Insights - The article emphasizes the transformation of Xiaohongshu from a consumer-focused platform to a vital tool for B2B companies to reach professional audiences and build brand recognition. It outlines a comprehensive strategy for B2B marketing on Xiaohongshu, focusing on content layout and lead conversion [1]. Group 1: Audience Insights - The audience of Xiaohongshu is shifting from primarily young women (20-25 years old) interested in B2C to a more diverse group of professionals aged 25-35, including roles such as CMO and other mid-to-senior management positions in B2B companies [2][18]. - This demographic shift necessitates a change in marketing strategy from broad outreach to targeted engagement, focusing on professional topics like industry trends and management strategies while balancing analytical and visual content [2]. Group 2: Content Strategy - B2B marketing on Xiaohongshu should differentiate between direct needs (e.g., product selection) and peripheral needs (e.g., industry networking), using a keyword matrix to cover various scenarios [3]. - The content creation strategy involves a three-step approach: benchmarking existing content, creating original content, and developing a unique brand identity [4][5]. - Effective content should be structured to balance professionalism and attractiveness, utilizing a mix of data-driven insights and engaging formats [4]. Group 3: Lead Generation - The primary goal of B2B marketing is to convert traffic into actionable sales leads, following a standardized process of content hooks, lead capture, and tiered management [10]. - Lead management should follow a model categorizing leads into initial interest (Leads), marketing qualified leads (MQL), and sales qualified leads (SQL), with specific actions triggering transitions between these categories [12][13]. Group 4: Efficiency and Optimization - The article suggests implementing a standardized marketing process that integrates data across channels to manage the entire lead lifecycle effectively [15]. - Companies are encouraged to automate content generation and lead scoring based on user behavior, allowing for more efficient resource allocation and performance tracking [15]. - Regular testing of content effectiveness is recommended, focusing on metrics such as reading volume and conversion rates to optimize future content strategies [14]. Conclusion - Xiaohongshu is positioned as a long-term platform for B2B companies to build trust and drive conversions through professional content. Companies should focus on addressing real pain points of their target audience while continuously optimizing their marketing strategies based on data insights [15].

Braze, Inc. BRZE reported better-than-expected earnings for the first quarter on Thursday.The company posted quarterly earnings of 7 cents per share which beat the analyst consensus estimate of 5 cents per share. The company reported quarterly sales of $162.06 million which beat the analyst consensus estimate of $158.66 million.Braze lowered its FY2026 adjusted EPS guidance from 31 cents to 35 cents, but raised its FY2026 sales outlook from $686.00 million-$691.00 million to $702.00 million-$706.00 million. ...

Group 1 - Intapp (NASDAQ: INTA) operates in the vertical SaaS space, which has a more limited total addressable market compared to broader horizontal SaaS platforms [1] - The customer base of Intapp is niche but may be more sensitive to macroeconomic slowdowns, particularly in discretionary spending [1]

Financial Data and Key Metrics Changes - Braze reported Q1 2026 revenue of $162.1 million, representing a nearly 20% year-over-year increase [6][18] - Non-GAAP operating margin improved by over 900 basis points year-over-year, with non-GAAP net income of $7 million and free cash flow of nearly $23 million [6][24] - Total remaining performance obligation (RPO) was $829.3 million, up 26% year-over-year, while current RPO increased by 24% year-over-year to $522 million [20] Business Line Data and Key Metrics Changes - Subscription revenue accounted for 96% of total revenue, with the remaining 4% from professional services and onboarding fees [18] - The customer count rose to 2,342, an increase of 11% year-over-year, with large customers (spending at least $500,000 annually) growing by 24% year-over-year to 262 [18][19] - Dollar-based net retention (DBNR) was 109 overall and 112 for large customers, indicating strong customer expansion [19] Market Data and Key Metrics Changes - Revenue outside the U.S. contributed 46% of total revenue, up from 45% in the previous quarter [20] - The company secured new business wins across various sectors, including fintech, luxury retail, and healthcare, demonstrating broad market strength [7][9] Company Strategy and Development Direction - Braze aims to become the leading customer engagement platform globally, focusing on AI-driven solutions and first-party data utilization [6][10] - The acquisition of OfferFit is expected to enhance Braze's AI capabilities and customer engagement strategies, allowing for more personalized experiences [12][14] - The company is committed to investing in technology and community to elevate customer engagement practices [11] Management's Comments on Operating Environment and Future Outlook - Management noted that global trade concerns have not significantly impacted deal cycles, and they expect continued momentum despite a noisy macro environment [6][7] - The company anticipates that the legacy replacement cycle and vendor consolidation trends will persist, providing opportunities for market share growth [9][10] - Management expressed confidence in achieving sustained profitable growth while navigating economic uncertainties [6][27] Other Important Information - Braze's non-GAAP gross profit for the quarter was $112 million, with a gross margin of 69.3%, up from 67.9% in the prior year [21] - The company ended the quarter with approximately $540 million in cash and equivalents, indicating strong liquidity [24] Q&A Session Summary Question: Reconciling sequential growth and CRPO dynamics - Management acknowledged that CRPO is sensitive to renewal dollars and emphasized that revenue is the key metric to watch for macro stabilization [32][34] Question: Performance of Project Catalyst - Project Catalyst is in private beta, and while specific uplift case studies are not available, initial results show promise in optimizing customer engagement strategies [43][45] Question: Renewal cadence and OfferFit feedback - Q1 was a heavy renewal quarter, with expectations for a drop in Q2 and Q3, followed by another increase in Q4 [63] - Early feedback on OfferFit has been positive, with strong interest from customers and successful presentations at events [55][57] Question: Pricing and packaging changes - The new pricing model has relaxed data point limits, improving customer flexibility and reducing friction in sales cycles [70][72] Question: Impact of OfferFit on EBIT guidance - OfferFit is expected to contribute significantly to EBIT, with around 80% of the impact attributed to its integration [74][76]

Summary of AvePoint (AVPT) FY Conference Call - June 04, 2025 Company Overview - AvePoint is the largest SaaS data governance and security player in the Microsoft Office cloud ecosystem, focusing on unstructured data, which constitutes 80% of all data [4][5] - The immediate addressable market is estimated at $19 billion, covering governance, risk, compliance, data replication, and protection [5][6] Core Business and Strategy - AvePoint operates a singular SaaS platform with 15 instances running in Microsoft Azure, GCP, and AWS, emphasizing a multi-cloud strategy [9][10] - The platform includes three major areas: resiliency (backup as a service), control (data governance), and modernization (data analytics, integration, migration) [11][13] - Resiliency accounts for over 50% of recurring revenue, while control is the fastest-growing suite due to AI deployments [11][13] - The company aims to reduce service revenue from 20% to under 10% to focus on recurring revenue streams [16] Market Position and Competitive Landscape - AvePoint differentiates itself by providing a vertical stack solution within the Microsoft ecosystem, unlike competitors like Commvault and Varonis, which take a horizontal approach [44][45] - The company serves a diverse customer base, with 53% of recurring revenue from companies with over 5,000 employees and 47% from small to medium-sized businesses [18] - The competitive landscape is described as complex, with multiple point competitors, but AvePoint maintains a unique position due to its comprehensive data management solutions [17][48] Financial Performance - Total ARR growth of 26% year-over-year, with net new ARR of $18.5 million, reflecting 85% year-over-year growth [24][25] - SaaS revenue increased by 34% on a constant currency basis, and total revenue rose by 25% [25] - Gross retention stands at 89%, and net retention is at 111%, with targets to improve these figures [27] - Operating margin is reported at just under 14.5%, with a strong start to the year [28] Growth Potential and Future Outlook - AvePoint aims for a long-term target of $1 billion in ARR with a 25% CAGR [21] - The company is focused on profitable growth, with improvements in gross margins from 72% to nearly 76% [35] - Capital allocation strategy includes investing in business growth, pursuing M&A opportunities, and share repurchases [39][40] Customer Engagement and Value Proposition - AvePoint emphasizes the importance of data governance and quality in the context of AI and security, positioning itself as an advocate for customers navigating multi-cloud environments [54][55] - The company has established a strong relationship with Microsoft, leveraging its position within the ecosystem while addressing customer needs for diverse data management solutions [52][56] Key Takeaways - AvePoint's diversified approach across industries and customer segments is a significant strength, allowing for scalability and resilience in a competitive market [30][61] - The company has successfully built a global organization with a focus on profitable growth, setting the stage for future expansion and innovation [62][63] - Continuous investment in technology and customer relationships is crucial for maintaining competitive advantage in the evolving landscape of data management and governance [40][65]

Summary of Thryv (THRY) FY Conference Call - June 03, 2025 Company Overview - Thryv is transitioning from its legacy Yellow Pages business, established in 1886, to a small business SaaS (Software as a Service) model, leveraging its existing customer base and relationships [5][6] - The company currently has approximately 100,000 customers on its software platform, indicating strong engagement and growth [5] Core Business Insights - Thryv's software offerings focus on helping small businesses with marketing, sales, and customer relationship management [7] - The acquisition of Keep, a company with a history of $175 million in investment, has provided Thryv with a robust engineering team and valuable automation tools [8][9] - The product roadmap includes several enhancements, such as the Business Center, Marketing Center, and upcoming Workforce Center, which are designed to improve customer engagement and sales [11] Financial Performance - Thryv reported a 50% growth rate, with 59% subscription growth, largely attributed to the acquisition of Keep [19] - The average revenue per user (ARPU) is currently $4,000, with a target to increase it to $8,000 by the end of the decade [19] - Gross margin stands at 73%, and net revenue retention has improved to 103, up from the low 90s a year ago [19] Market Dynamics - The target market consists primarily of established service-based businesses, such as HVAC and plumbing, which have been long-time Yellow Pages customers [21][22] - Newer businesses, particularly those run by younger generations, are beginning to adopt cloud solutions, indicating a shift in market dynamics [25][28] Customer Acquisition and Sales Strategy - Thryv is focusing on referrals from existing customers as a low-cost acquisition strategy, with a significant number of new leads coming from this channel [60] - The company is not investing in marketing for 2025, aiming instead for efficient customer acquisition and upselling to existing customers [62][64] - Changes in the sales force compensation structure are designed to incentivize selling to larger businesses, which is expected to improve average order value [65][66] Legacy Business and Cash Flow - The legacy Yellow Pages business is projected to generate between $250 million and $300 million in cash flow through the end of the decade, which will help service the company's net debt of approximately $290 million [17][78] - The company has a predictable cash flow model due to 24-month contracts with customers, providing visibility into revenue collections [73] Future Outlook - Thryv anticipates that by 2026, more than half of its EBITDA will come from SaaS, with a goal of becoming a billion-dollar SaaS business [13][17] - The company is exploring options for capital allocation, including potential share buybacks and increased marketing investments as cash flow improves [80][82] Key Takeaways - Thryv is in a significant transition phase, moving from a traditional print business to a modern SaaS model, with strong growth potential in the small business sector [5][6] - The acquisition of Keep is seen as transformative, providing new capabilities and a partner ecosystem that enhances Thryv's market reach [10][45] - The company is strategically focusing on customer retention and upselling, while managing its legacy business to ensure cash flow stability [74][78]

3、领先指标增长平稳： 公司着重的领先指标--cPRO(短期未履约余额) 的 的名义同比增速本季为 12.1%，乍看较上季明显提速 。但 主要是受汇率影响从逆风转为 顺风的影响 （上季造成$3 亿的拖累，而本季是$3 亿的利好）。实际 恒定汇率下 cRPO 的增速上季和本季都为 11% 。同样并没有真正意义上的提速。 4、毛利环比下滑，改善趋势停滞： 核心业务- 订阅性收入本季的毛利润$76.7 亿，同比增长 9.4% 。在营收加速增长且好于预期的前提下 ，毛利润却不及预期，且 增速边际放缓。 趋势上，本季订阅业务的 毛利率环比下降 0.5pct，同比提升幅度也收窄到不足 1pct。数年来一直向上的毛利率呈现提升停滞的迹象 。应当是 AI 和 Agentforce 等 仍在初步阶段的业务毛利率较低的拖累。 北京时间 5 月 29 日早美股盘后，SaaS 龙头Salesforce公布了其 2026 年的一份季度财报。整体来看，预期差角度，本次业绩主要指标都达标或稍好于预期，表现属 于平稳中的不错。但趋势上，营收增长并未显著提升，利润率扩张周期停滞也未根本性改善，详细要点如下： 1、增长看似回暖，但并不明确： 增 ...

Strategic move signals broader focus on transformative technology and early-stage innovation IRVINE, Calif., June 03, 2025 (GLOBE NEWSWIRE) -- via IBN - ECGI Holdings Inc. (OTC: ECGI), a diversified holding company focused on innovation-driven sectors, today announced that Uplist Ventures has signed its first investment deal, backing artificial intelligence (AI) and 3D computer vision startup TrueToForm, joining investments from MassChallenge, Dartmouth Angels, and Chicago Booth Angels. Targeting $8.2 Billi ...

Core Viewpoint - The share price of Karooooo Ltd. (NASDAQ: KARO) has appreciated by 41.26%, indicating strong market performance and investor confidence in the company's telematics SaaS business [1]. Company Performance - Karooooo Ltd. continues to demonstrate robust growth in its core telematics SaaS business, which is a key driver for its stock performance [1]. Investment Strategy - The investment approach at Henriot Capital emphasizes a quant-driven model that prioritizes data over human bias, with a motto of "invest first, investigate later" [1].