Core Insights - BlueCat Networks is launching Integrity X, a next-generation Unified DDI platform aimed at enhancing network agility and innovation for organizations [1][5] - The company emphasizes the need for networks that can adapt quickly to avoid complexities and legacy issues that hinder customer experiences and cybersecurity [2] - BlueCat's Intelligent NetOps portfolio integrates various network infrastructure services to optimize and secure networks across hybrid and multicloud environments [3] Product Features - Integrity X offers a modern user experience with an API-first design, enhancing automation and security for DNS, DHCP, and IP address management [5][7] - The platform is built on a RESTful API compliant with OpenAPI 3.0, facilitating rapid feature delivery and integration for automation-driven organizations [7] - Accessibility features include WCAG 2.1 AA compliance, multi-language support, and real-time monitoring capabilities for proactive network management [7][8] Integration and Collaboration - BlueCat has enhanced its integration with Splunk, providing NOC and SOC dashboards for improved performance and security diagnostics [8][11] - Micetro, a universal DDI orchestration solution, is now available on Cisco's Global Price List, showcasing collaboration between BlueCat and Cisco to streamline network operations [9] Market Position - BlueCat's Intelligent NetOps solutions have been recognized as market leaders in network observability and DDI by GigaOm in their 2025 and 2024 Radar Reports [10]

Financial Data and Key Metrics Changes - The company did not achieve the originally set goals for 2024 but believes that the decisions made are strengthening its foundation for the future [17] - Retail sales of the Touring segment were up 18% in the first half of the year, with a full-year increase of more than 8% despite a 4% decline in overall retail sales in North America [18] Business Line Data and Key Metrics Changes - The Touring segment's retail sales growth contributed to Harley Davidson's market share reaching almost 75%, an increase of 3.5% since 2023 [18] - The company continues to invest in core motorcycle segments and plans to launch impactful new products annually, including a new Cruiser lineup and a new trike expected in 2026 [19] Market Data and Key Metrics Changes - LiveWire's global retail performance grew by 46% year over year, maintaining a 65% market share in the US for the fifty-plus horsepower on-road EV segment [20] Company Strategy and Development Direction - The company is focused on creating products beyond motorcycles, such as apparel and licensing, and is pursuing brand collaborations to connect with customers [21] - The company is evaluating an external investment into Harley Davidson Financial Services, with multiple interested parties involved [22] Management's Comments on Operating Environment and Future Outlook - The management highlighted that the headwinds facing the broader powersports and discretionary leisure industry are complicated, particularly in the EV segment [20] - The company is committed to innovation and exploring opportunities in segments with potential for market success and profitability [19] Other Important Information - The company confirmed that the HDFS transaction is progressing, with details expected during the second quarter earnings presentation [22] Q&A Session Summary Question: What is the company doing to improve sales and interest in the products being offered today and into the future? - The company is developing and innovating its product lineup and delivering experiences such as events to grow sales [25][26] Question: LiveWire was possibly premature. Why isn't it being shelved? - The company is evaluating all options for its investment in LiveWire and does not plan to provide additional investments beyond a line of credit agreement [28] Question: Will the results of the share voting be shared publicly? - The results will be shared publicly once official, with necessary SEC filings expected [30]