BOSTON--(BUSINESS WIRE)--Semrush (NYSE: SEMR), the leading online visibility management SaaS platform, today announced the launch of its Enterprise Partner Program (Program), a global strategic initiative that expands Semrush's enterprise footprint and creates new growth opportunities for marketing agencies and their clients, creating a new revenue channel both for Semrush and its partners. The Program empowers certified partners to sell, service, and scale with Semrush, using Semrush's full su. ...

公开资料显示，聚水潭是中国领先的电商SaaS解决方案提供商，核心业务围绕电商商家的数字化运营需 求展开，以云原生SaaS产品为核心，为不同类型、规模的电商商家提供一站式业务监控、运营及管理服 务，助力商家实现跨平台高效协同与数据驱动决策。 根据灼识咨询数据，2024年以相关收入计，公司在中国电商SaaS ERP 领域以24.4%的市场份额成为行业 最大提供商，该份额超过第二至第五大参与者总和，且其核心产品"聚水潭ERP"被评为最受中国商家欢 迎的电商SaaS ERP品牌，在商家核心运营工具赛道形成强壁垒。在中国电商运营SaaS市场，公司按 2024年 SaaS总收入计排名第一，市场份额8.7%，覆盖ERP、CRM、销售营销管理等商家全链路运营需 求，业务覆盖广度领先。 （原标题：港股异动 | 聚水潭(06687)午后飙升20%创上市新高 公司为电商SaaS解决方案提供商 市场份 额显著领先） 智通财经APP获悉，聚水潭(06687)午后飙升20%，高见41.72港元创上市新高，较招股价30.6港元涨超 36%。截至发稿，涨3.29%，报35.2港元，成交额2.77亿港元。 ...

公开资料显示，聚水潭是中国领先的电商SaaS解决方案提供商，核心业务围绕电商商家的数字化运营需 求展开，以云原生SaaS产品为核心，为不同类型、规模的电商商家提供一站式业务监控、运营及管理服 务，助力商家实现跨平台高效协同与数据驱动决策。 聚水潭(06687)午后飙升20%，高见41.72港元创上市新高，较招股价30.6港元涨超36%。截至发稿，涨 3.29%，报35.2港元，成交额2.77亿港元。 根据灼识咨询数据，2024年以相关收入计，公司在中国电商SaaS ERP领域以24.4%的市场份额成为行业 最大提供商，该份额超过第二至第五大参与者总和，且其核心产品"聚水潭ERP"被评为最受中国商家欢 迎的电商SaaS ERP品牌，在商家核心运营工具赛道形成强壁垒。在中国电商运营SaaS市场，公司按 2024年SaaS总收入计排名第一，市场份额8.7%，覆盖ERP、CRM、销售营销管理等商家全链路运营需 求，业务覆盖广度领先。 ...

Core Insights - The Optimist Fund achieved a return of +9.1% in Q3 2025, significantly outperforming its benchmark [5] - The fund's year-to-date return stands at 44.5%, compared to the benchmark's 11.1% [5] - The fund anticipates continued growth opportunities over the next three and a half years, similar to recent performance [4] Fund Performance - The fund's performance over various periods shows significant volatility, with a notable recovery from a -51.4% return in 2022 to 82.9% in 2023 [5] - Compound returns as of September 30, 2025, indicate strong performance across 1-year (61.2%), 2-year (65.6%), and 3-year (61.9%) periods [5] Top Contributors - **Wayfair**: Revenue increased by approximately 5% year-over-year to $3.27 billion, marking its fastest growth since Q1 2021. Adjusted EBITDA reached $205 million, indicating a margin above 6% for the first time since Q2 2021 [7][8][9] - **ThredUp**: Revenue rose 16% year-over-year to $77.7 million, with adjusted EBITDA increasing by around 100%. Active buyers grew by 17% to 1.47 million [10][11][12] - **Carvana**: Retail units sold increased by 41% year-over-year to 143,280 vehicles, with total revenue rising 42% to $4.84 billion. Adjusted EBITDA reached $601 million, reflecting a 12.4% margin [13][14][15] Top Detractors - **Monday.com**: Despite a 27% increase in revenue, the company reduced its second-half 2025 revenue guidance due to weaker performance marketing trends, causing investor concerns [20][21][22] - **Fiverr**: Results were below expectations, leading to a reduction in position size despite maintaining an attractive risk/reward profile [25][26] Portfolio Composition - The top 10 holdings comprise approximately 85% of the portfolio, including ThredUp, Monday.com, Carvana, Uber, Wayfair, DoorDash, First Advantage, Fiverr, Latham Group, and Medpace [27] Notable Changes - The fund exited positions in HelloFresh and Revolve due to management changes and reduced confidence in growth prospects, reallocating capital to more promising opportunities [29][30] Company Insights - **Medpace**: A leading contract research organization (CRO) focused on small and mid-sized biotech companies, showing strong revenue growth of 14.2% year-over-year to $603.3 million [31][18][35] - The company has a disciplined capital allocation strategy, with a history of share repurchases during market downturns, enhancing long-term growth potential [34][35]

Summary of Sylogist Conference Call Company Overview - Sylogist has transformed into a public sector SaaS company over the past three years, focusing on provincial, state, and local government, education at the district level, and the nonprofit sectors [2][3] - The company serves over 2,000 organizations across North America, generating a top-line annual revenue run rate of over $60 million, with approximately 70% of this revenue being recurring [3][4] Market Opportunity - Sylogist targets a significant market opportunity with 25,000 state, provincial, and local governments, 16,000 school districts, and 2 million nonprofits, many of which fit their ideal customer profile [3] - The markets are fragmented and underserved by legacy providers, creating a compelling growth runway for Sylogist [3][4] Product Development and Customer Adoption - The company has developed three integrated SaaS platforms built on Microsoft Cloud, which are gaining traction among existing and new customers [4][6] - Sylogist's solutions are mission-critical for customers, leading to long-term relationships and predictable recurring revenue [4][6] - The company has a SaaS net revenue retention rate of over 107%, indicating strong customer loyalty and upsell opportunities [4] Sales Strategy and Partner Ecosystem - Sylogist's partner-led sales strategy is accelerating, particularly in the Sylogist Gov sector, with significant contracts like the Texas Office of the Attorney General [5][8] - The partner strategy is central to scaling efficiently and expanding market coverage without adding significant internal costs [8][9] - Partner-led bookings account for about 45% of total bookings, driving a 45% year-over-year increase in the sales pipeline [9] Financial Performance - The SaaS portion of recurring revenue has grown to 72%, with SaaS Annual Recurring Revenue (ARR) reaching $31.7 million, up 12.5% year-over-year [7] - Bookings growth has accelerated, with Q2 2025 showing a 33% year-over-year increase [7] - The company anticipates operating margin expansion as it continues to transition to a partner-led model [6][9] Competitive Positioning - Sylogist's competitive positioning is strong, with three fully SaaS platforms and an expanding partner ecosystem [10] - The company differentiates itself through strong market demand, operational excellence, customer advocacy, and well-moated intellectual property [5][6] - The competitive landscape includes established players like Oracle NetSuite and PowerSchool, but Sylogist believes it can capture market share due to its tailored solutions and strong customer relationships [23][24] Future Outlook - The demand environment is strong, and the company is focused on maintaining disciplined execution, driving recurring revenue growth, and managing costs responsibly [10][11] - Sylogist is confident in its ability to deliver predictable, profitable growth as it continues to leverage its partner ecosystem and customer advocacy [10][12] Key Risks - The primary risk identified is maintaining focus and execution in a rapidly evolving market [17] - The company has made strategic adjustments to its partner model to enhance efficiency and revenue recognition [22] Conclusion - Sylogist is well-positioned for scalable growth with a strong executive leadership team and a culture of accountability and customer focus [11][12] - The transformation to a partner-centric, 100% SaaS-focused company is largely complete, setting the stage for sustainable value creation [10][12]

以下文章来源于东四十条资本 ，作者陈美 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 将投中网设为"星标⭐"，第一时间收获最新推送 天使投资人大赚75倍。 作者丨 陈美 来源丨 东四十条资本 今日，上海独角兽企业聚水潭正式登陆港交所，成为资本市场一员。披露显示，聚水潭IPO发行价为30.60港元/股，开盘后涨 超 17% ，截至发稿，市值达到 153 亿港元。 作为国内电商SaaS ERP的头部企业，聚水潭成立于2014年。根据灼识咨询的资料，按SaaS总收入计，2024年，聚水潭是 中国最大的电商运营SaaS供货商，市场份额达8.7%。 回顾聚水潭的创业之旅，是中国SaaS发展的生动写照。10年间，中国SaaS行业经历萌芽、回调，再到新生。过程中，聚水潭 也经历了行业起伏与盈利之困，并得到了一众VC/PE的支持。 IPO后，红杉智盛持股6.72%，为第二大外部股东；阿米巴资本合计持股7.93%，为第一大外部股东。纪源资本合计持股 4.18% ，位列重要股东。此外，上海蓝湖 、元璟资本、北京微光股权、中金共赢基金 也纷纷加持。 作为重要股东之 ...

智通财经APP获悉，聚水潭(06687)上市次日跌超5%，昨日大涨近24%。截至发稿，跌5.33%，报35.88港 元，成交额2.14亿港元。 于2022年、2023年、2024年及截至2025年6月30日止六个月，购买两款或以上聚水潭产品的客户分别贡 献了公司同期总SaaS收入的30.6%、33.0%、37.7%及39.3%。得益于客户的成功，公司的业务也取得了 快速增长。2024年，公司的总收入达人民币9.09亿元，2022年至2024年的复合年增长率分别为31.9%和 33.6%。 公开资料显示，聚水潭是中国最大的电商SaaS ERP提供商，根据灼识咨询的资料，以2024年的相关收 入计，占据24.4%的市场份额（超过第二至第五大参与者的市场份额总和）。2024年内地电商SaaS ERP 市场的规模（按商家支出计）为人民币31亿元。在内地电商运营SaaS市场中，按2024年SaaS总收入计， 公司同样排名第一，市场份额为8.7%。此外，根据灼识咨询的资料，以2024年的相关收入计，公司是 内地第二大电商SaaS提供商，占据7.1%的市场份额。 ...

通 讯 员 吴芸婷 本报讯 昨天上午，位于南湖区南湖新区（东栅街道）的嘉兴聚水潭智能科技有限公司所属的聚水潭集 团股份有限公司在港交所主板挂牌上市。此次上市标志着该公司发展进入新阶段。 （来源：南湖晚报） 转自：南湖晚报 N晚报记者 富玲燕 据悉，聚水潭此次全球发售6816.62万股，每股定价30.60港元，募集资金总额约20.86亿港元，净额达 19.38亿港元，主要用于技术研发升级与全球市场拓展。开盘后股价高开高走，涨幅超24%，报38.00港 元/股，总市值突破161亿港元。 "聚水潭在公司成立12年之际，成功在香港上市，对我们而言，是新的起点，更是新的挑战。"嘉兴聚水 潭智能科技有限公司创始人骆海东表示，未来，聚水潭将继续扩充产品矩阵，持续深化现有客户合作关 系并扩大客户规模，同时将进一步拓展国际市场，探索战略投资方向，以更加优质的产品反馈社会，以 更加卓越的业绩回报股东。 近年来，南湖新区（东栅街道）把抓好企业上市工作作为激发经济内生动力、促进经济转型升级、实现 高质量发展的重要举措，通过建立健全企业上市培育机制、服务网络和政策支持体系，不断优化资本市 场服务，助力企业股改上市，在更大范围、更广领域 ...

Salesforce, Inc. (NYSE:CRM) is one of the AI Stocks Making Moves on Wall Street. On October 16, Cantor Fitzgerald analyst Matthew VanVliet reiterated an Overweight rating on the stock with a $325.00 price target. The rating affirmation follows ambitious growth targets outlined by the company during its Investor Day presentation at Dreamforce 2025. Cantor highlighted Salesforce’s approach as “the AI orchestration layer for the enterprise,” discussing the launch of Agentforce 360, which is similar to an int ...

DENVER, Oct. 21, 2025 (GLOBE NEWSWIRE) -- EverCommerce Inc. (NASDAQ: EVCM), a leading provider of SaaS solutions for service SMBs, will report its third quarter 2025 financial results after the U.S. financial markets close on Thursday, November 6, 2025. Management will host a conference call on Thursday, November 6 at 5:00 p.m. Eastern Time / 3:00 p.m. Mountain Time to discuss the Company’s financial results and provide a business update. Please visit the “Investor Relations” page of the Company’s website ( ...