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Thinking of Buying C3.ai Stock? Here Are 2 Red Flags to Consider.
The Motley Fool· 2025-07-11 08:35
Buying C3.ai stock without knowing these risks could cost investors dearly.C3.ai (AI -2.08%) is one of the most talked-about artificial intelligence (AI) stocks on the market today. With a platform purpose-built for enterprise customers, early traction in generative AI, and expanding partnerships with cloud and consulting giants, the company checks many of the right boxes for investors looking to gain exposure to the AI megatrend.However, before getting swept up in the narrative, it's worth pausing to look ...
E2open(ETWO) - 2026 Q1 - Earnings Call Transcript
2025-07-10 22:02
Financial Data and Key Metrics Changes - Subscription revenue for Q1 FY 2026 was $132.9 million, exceeding the guidance range of $129 million to $132 million, with a year-over-year growth of 1.1% on a constant currency basis [14] - Total revenue for Q1 was $152.6 million, reflecting a 1% increase compared to the prior year [15] - Non-GAAP gross profit was $102.4 million, a slight decrease of 0.2% year-over-year, with a non-GAAP gross margin of 67.1% [15] - Adjusted EBITDA for Q1 was $52.2 million, representing a margin of 34.2%, compared to $50.7 million and a margin of 33.6% in the prior year [16] - Net loss for Q1 was $15.5 million, significantly improved from a net loss of $42.8 million in the same period last year [16] - Adjusted operating cash flow was $48 million, with cash at the end of Q1 totaling $230.2 million, an increase of $33 million from the previous quarter [17] Business Line Data and Key Metrics Changes - Professional services and other revenue for Q1 was $19.7 million, showing a year-over-year decline of 0.1%, indicating stabilization in that business [14] Company Strategy and Development Direction - The company is focused on returning to organic growth and enhancing client retention through improved management and long-term partnerships [6] - E2Open is set to combine with WiseTech Global, which will expand its capabilities in supply chain logistics and enhance its market position [8][10] - The strategic partnership aims to leverage both companies' strengths in software innovation and client service [9][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to grow and innovate despite a volatile business environment [7] - The acquisition by WiseTech is expected to create new opportunities and enhance the value offered to clients [8][19] - The company anticipates closing the acquisition by the end of the calendar year, with ongoing operations as independent entities until then [12] Other Important Information - The company will not provide quarterly guidance moving forward but will maintain full-year guidance [2] - The focus remains on operational efficiency and cost discipline to support growth [16] Summary of Q&A Session Questions and Answers - There was no live Q&A session conducted due to the pending acquisition, and no individual discussions with analysts or investors were held [2]
E2open(ETWO) - 2026 Q1 - Earnings Call Transcript
2025-07-10 22:00
Financial Data and Key Metrics Changes - Subscription revenue for Q1 FY 2026 was $132.9 million, exceeding the guidance range of $129 million to $132 million, with a year-over-year growth of 1.1% on a constant currency basis [15] - Total revenue for Q1 FY 2026 was $152.6 million, reflecting a 1% increase compared to the prior year [16] - Non-GAAP gross profit was $102.4 million, a slight decrease of 0.2% year-over-year, with a non-GAAP gross margin of 67.1% compared to 67.8% in the previous year [16] - Adjusted EBITDA for Q1 was $52.2 million, representing a margin of 34.2%, compared to $50.7 million and a margin of 33.6% in the prior year [17] - Net loss for Q1 FY 2026 was $15.5 million, significantly improved from a net loss of $42.8 million in the same period last year [17] - Adjusted operating cash flow was $48 million, with cash at the end of Q1 totaling $230.2 million, an increase of $33 million from the previous quarter [18] Business Line Data and Key Metrics Changes - Professional services and other revenue for Q1 was $19.7 million, showing a year-over-year decline of 0.1%, indicating stabilization in that business area [15] Company Strategy and Development Direction - The company is focused on returning to organic growth and enhancing client retention through improved management and prioritizing long-term partnerships [6][9] - E2Open is set to be acquired by WiseTech Global, which is expected to enhance its capabilities in supply chain logistics and broaden its client base [9][10] - The combination with WiseTech aims to create a comprehensive suite of supply chain solutions, extending from sourcing to fulfillment [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for future growth, emphasizing the importance of customer satisfaction and operational efficiency [6][12] - The acquisition process is on schedule, with expectations for completion by the end of the calendar year [11][12] - The company anticipates continued innovation and value creation for clients post-acquisition [20] Other Important Information - The company will not provide quarterly guidance moving forward due to the pending acquisition [2] - Management highlighted the importance of their skilled workforce and existing client relationships as key assets in the acquisition [10][11] Summary of Q&A Session Questions and Answers - There was no live Q&A session conducted during this earnings call due to the pending acquisition [2]
Snowflake Stock Rides on Cortex AI Adoption: Can the Growth Continue?
ZACKS· 2025-07-08 16:35
Key Takeaways SNOW's product revenues hit $996.8M, up 26% YoY, fueled by Cortex AI adoption. Cortex topped 5,200 weekly active accounts as enterprise usage expands. Luminate Data leverages Cortex for advanced retail analytics solutions.Snowflake’s (SNOW) Cortex platform is gaining momentum as enterprises accelerate investments in AI-native applications. Cortex is reported under Snowflake’s product revenue and is a key catalyst driving platform growth. Product revenues were $996.8 million in the first quar ...
INOD Stock Expands GenAI Offerings: Can it Drive Enterprise Growth?
ZACKS· 2025-07-08 16:31
Key Takeaways INOD secured $8M in new deals from four Big Tech clients in the reported quarter. New GenAI tools, including a test platform built on NVIDIA tech, are driving enterprise demand for INOD. DDS now contributes over 87% of total revenue, highlighting its central role in INOD's business.Innodata (INOD) is benefiting from the increasing demand for generative AI, fueling growth in its Digital Data Solutions (DDS) segment. DDS revenues reached $50.8 million in the first quarter of 2025, accounting f ...
CoreWeave acquires data center provider Core Scientific in $9B stock deal
TechCrunch· 2025-07-07 17:37
Group 1 - CoreWeave signed a $9 billion all-stock deal to acquire Core Scientific, a data center infrastructure provider [1] - The acquisition will provide CoreWeave with over 1 gigawatt of data center capacity, sufficient to power more than 850,000 homes, for AI training and inference workloads [1] - Core Scientific, previously focused on Bitcoin mining, will now utilize its GPUs for running and training generative AI models [1] Group 2 - Cloud infrastructure providers are expanding their data center capacity to meet the growing computational demands of AI companies [2] - OpenAI has entered into a deal to rent an additional 4.5 gigawatts of data center capacity from Oracle, enhancing their existing Stargate infrastructure agreement [2]
Is SoundHound Stock a Buy Now?
The Motley Fool· 2025-07-02 01:00
Artificial intelligence (AI) stocks are shaping up to be the biggest stocks of the decade. Stocks like Nvidia and Palantir have generated huge returns and created massive fortunes already. However, there are other, less well-known AI stocks, too. Today, let's examine one from the fascinating field of voice AI, SoundHound AI (SOUN -2.33%). The bull case for SoundHound To get started, let's examine the reasons why SoundHound stock looks like a buy right now. In addition, the company announced the expansion of ...
X @TechCrunch
TechCrunch· 2025-07-01 19:23
Amazon deploys its 1 millionth robot, releases generative AI model | TechCrunch https://t.co/Igl5zGhqmO ...
Innodata vs. C3.ai: Which AI-Focused Enterprise Stock is a Good Buy?
ZACKS· 2025-07-01 18:01
Key Takeaways C3.ai's Gen AI revenue surged 100% in fiscal 2025, with 66 deployments across 16 industries. Partner-led bookings for C3.ai jumped 419% with 193 deals closed through alliances in fiscal 2025. C3.ai secured a $450M U.S. Air Force deal, boosting its growing federal sector momentum.Innodata (INOD) and C3.ai (AI) are well-known artificial intelligence (AI) focused stocks that cater to the needs of enterprises. While Innodata offers AI data engineering and model training services, C3.ai provides ...
X @TechCrunch
TechCrunch· 2025-07-01 17:03
Amazon deploys its one millionth robot, releases generative AI model | TechCrunch https://t.co/AHTwrmOgD1 ...