Custom content for GEP from Studio by Informa TechTarget AGENTIC AI FOR LEAN PROCUREMENT TEAMS BETTER VISIBILITY FASTER DECISIONS TOTAL CONTROL PROCUREMENT AT THE SPEED OF THE MARKET Custom content for GEP from Studio by Informa TechTarget M id-market procurement teams face challenges in any macroeconomic environment. Some of those challenges reflect the fact that many small and mid-sized firms are both intensely focused on rapid growth and have not yet established the necessary structures and processes to ...

Key Takeaways C3.ai reported Q3 revenues down 46% to $53.3M, citing execution issues in key regions.The company is deploying agentic AI tools, targeting $135M cost cuts and major productivity gains.Federal bookings jumped 134%, now over half of the total, boosting long-term demand visibility.C3.ai, Inc. (AI) ended its third-quarter fiscal 2026 with underwhelming results, wherein revenues plunged 46% year over year to $53.3 million. Management acknowledged execution missteps, particularly in North America an ...

Key Takeaways Catalyst-driven price gaps are the best-working setup of 2026.Price gaps work even in rudderless market environments.FSLY, AAOI, & ARM are examples of textbook episodic pivots.2026: A Whipsaw, Headline-Driven Market EnvironmentWhile investing is never easy, the 2026 market environment has been especially difficult to navigate. Geopolitical headlines continue to drive the market as volatility and large overnight swings exemplify the action. Over the past few months, the market’s direction has b ...

We are living in one of the most transformative phases in human history thanks to AI. I don't think I need to introduce you to the transformative potential of generative AI. Today, the focus has shifted to agentic AI. If youDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans acros ...

23 March 2026 | 7:29AM CET Equity Research UTILITIES AND ARTIFICIAL INTELLIGENCE Agentic AI may boost an already strong power demand outlook Agentic AI (AAI) is a much more energy-intensive technology than the current AI chatbots; we estimate that each +10pp increase in AAI queries vs baseline expectations (20-30% by 2030-35) could boost datacenter needs by +c.25% vs current projections in the US and Europe. A shift towards Agentic AI would incrementally boost power consumption, creating tailwinds for Utili ...

THE SUPPLY CHAIN AI READINESS REPORT Why Operational Discipline Determines Agentic AI Success By Michael DuVall and Dr. Timothy M. Laseter The AI Readiness Report 1 Through our research and interviews with senior supply chain executives, we have identified a group we call the "Performance Elite." These leaders have successfully moved beyond AI pilots to disciplined operational automation and achieved remarkable results. They aren't just seeing incremental gains. They are doubling productivity, reducing erro ...

As discussed in my previous coverage , the Microsoft stock ( MSFT ) has remained pressured by limited near-term catalysts capable of substantiating structural ROI expansion, as its capex trajectory accelerates without a corresponding uplift toAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving co ...

Financial institutions are already using AI to generate personalised investment and financial planning insights in real time, helping customers make informed decisions without needing to actively seek advice. We are now seeing early deployments extend into proactive financial optimisation and risk identification, enabling institutions to intervene earlier and deliver more relevant outcomes.AI agents can extend embedded finance by shifting experiences from customer-initiated interactions to systems that oper ...

SEI Investments Company (NYSE:SEIC) is one of the most promising stocks under $100 to buy. On March 9, SEI announced a collaboration with IBM (NYSE:IBM) to accelerate its enterprise transformation through the integration of agentic AI and automation. This initiative involves a comprehensive, data-driven review of SEI’s operational systems and workflows to identify opportunities for process redesign and modernization. By building a data-enabled operating foundation, the company aims to improve productivity ...

Financial Data and Key Metrics Changes - The company reported revenues of $18 billion, growing 4% in local currency, with record bookings of $22.1 billion for the quarter [6][15] - Operating margin increased to 13.8%, reflecting a 30 basis point expansion year-over-year, with diluted earnings per share (EPS) of $2.93, representing 4% growth compared to the previous year [15][19] - Free cash flow for the quarter was $3.7 billion, with a cash balance of $9.4 billion at the end of the period [20][21] Business Line Data and Key Metrics Changes - Consulting revenues were $8.9 billion, up 7% in US dollars and 3% in local currency, while managed services revenues reached $9.2 billion, up 10% in US dollars and 5% in local currency [17] - New bookings for consulting were $11.3 billion with a book-to-bill ratio of 1.3, while managed services bookings were $10.8 billion with a book-to-bill ratio of 1.2 [16] Market Data and Key Metrics Changes - Revenue growth in the Americas was 3% in local currency, driven by banking and capital markets, while EMEA saw 2% growth, and Asia Pacific experienced a 10% increase [17][18] - The company noted that revenue growth was broad-based across geographic markets and types of work, reflecting the diversity of its business [14] Company Strategy and Development Direction - The long-term growth strategy focuses on helping clients reinvent their operations and capture new opportunities created by AI [8] - The company plans to invest approximately $5 billion in acquisitions this fiscal year, aiming to expand into higher growth areas with attractive margins [8][40] - The strategy includes leveraging strong balance sheets and a history of successful acquisitions to fuel organic growth and increase non-FTE related revenue [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the demand environment, noting that clients are prioritizing large-scale transformational programs [22] - The company anticipates continued growth driven by AI, with clients increasingly looking to leverage proprietary platforms and achieve efficiencies through managed services [24][25] - Despite geopolitical uncertainties, management has not observed significant financial impacts from the ongoing conflict in the Middle East [38] Other Important Information - The company has closed three strategic acquisitions, deploying $1.6 billion of capital, and is on track to double bookings from partnerships with key emerging AI and data ecosystem partners [8][9] - The company has a strong pipeline of opportunities and expects to return at least $9.3 billion through dividends and share repurchases [42] Q&A Session Summary Question: What kind of quantitative evidence should investors be looking at to help substantiate the view that Accenture is a net beneficiary of AI? - Management indicated that AI is permeating all aspects of the business, driving client decisions and market share growth [45][46] Question: Any reason to not think the upper part of the full year 3%-5% range is a plausible outcome? - Management confirmed that the guidance reflects their best view based on strong bookings and visibility into the fourth quarter [48] Question: Are you seeing any correlation between the improvement of frontier models and your bookings growth? - Management noted that while there isn't a direct correlation, improved models create new opportunities for client solutions [53][55] Question: How would you characterize the mix of advanced AI work between growth or revenue-generating use cases against efficiency-led use cases? - Management acknowledged that while efficiency is currently leading, there is an uptick in growth-focused AI programs, particularly in conversational and agentic commerce [56][58] Question: Can you comment on your headcount growth expectations? - Management expects headcount to increase in the second half of the fiscal year based on demand [69] Question: How do you think about your visibility and confidence in the remainder of this year? - Management expressed confidence in their guidance despite uncertainties, noting that they have not seen impacts from geopolitical events yet [72][73]