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Figma Beats Q3 Estimates, Stock Climbs
Benzinga· 2025-11-05 22:41
Figma, Inc. (NYSE:FIG) shares climbed after the company released its third-quarter earnings report after Wednesday's closing bell, beating estimates on the top and bottom lines. Here's a look at the details in the report. FIG stock is moving. See the real-time price action here.The Details: Figma reported quarterly earnings of ten cents per share, which beat the consensus estimate of five cents.Quarterly revenue came in at $274.17 million which beat the Street estimate of $265.21 million by 3.38 percent.Rea ...
Criteo S.A.(CRTO) - 2025 Q3 - Earnings Call Transcript
2025-10-29 13:02
Criteo (NasdaqGS:CRTO) Q3 2025 Earnings Call October 29, 2025 08:00 AM ET Company ParticipantsYgal Arounian - Director and Internet Equity ResearcMark Kelley - Managing DirectorMelanie Dambre - VP of Investor RelationsDouglas Anmuth - Head of US Internet Equity ResearchMatthew Cost - Executive Director in Equity ResearchTodd Parsons - Chief Product OfficerSarah Glickman - CFOMichael Komasinski - CEORichard Kramer - Founder and Managing DirectorConference Call ParticipantsTim Nolan - Senior AnalystMark Zguto ...
Criteo S.A.(CRTO) - 2025 Q3 - Earnings Call Transcript
2025-10-29 13:00
Criteo (NasdaqGS:CRTO) Q3 2025 Earnings Call October 29, 2025 08:00 AM ET Speaker2Good morning and welcome to Criteo's third quarter 2025 earnings call. All participants will be in a listen-only mode. Should you need assistance, please press the star key followed by zero. After the prepared remarks, there will be an opportunity to ask questions. To ask a question, please press star, then the number one. To withdraw your question, please press star, then the number two. Please note this event is being record ...
X @Avi Chawla
Avi Chawla· 2025-10-10 06:31
AI Agent Enhancement - Graphiti 构建了时间感知的知识图谱,为 AI Agents 提供记忆能力 [1] - Graphiti 的 MCP 服务器与 Claude/Cursor 集成,为所有 AI 交互添加了强大的记忆层 [1] Open Source & Community - 该项目是 100% 开源的,拥有超过 18k+ stars (18 thousand plus stars) [1]
X @Avi Chawla
Avi Chawla· 2025-10-10 06:31
Agents forget everything after each task!Graphiti builds temporally-aware knowledge graphs for your AI agents.Integrating its MCP server with Claude/Cursor adds a powerful memory layer to all your AI interactions across apps.100% open-source with 18k+ stars! https://t.co/f7t4DIdsb8 ...
Teradata (TDC) 2025 Conference Transcript
2025-09-04 14:30
Teradata (TDC) 2025 Conference Summary Company Overview - **Company**: Teradata (TDC) - **Event**: Citi Tech Conference, September 4, 2025 - **Speaker**: John Ederer, CFO Key Points Company and Industry Context - Teradata is undergoing a business model transformation towards cloud and subscription services, with a focus on AI and data modernization [5][9][10] - The software market is experiencing challenges, particularly in application sectors, but data-related services are showing healthy results [12][13] Financial Performance and Strategy - FY '24 faced challenges, but the company is stabilizing in FY '25 and setting up for growth in FY '26 and beyond [9][11] - Priorities include driving a profitable growth strategy and improving the "Rule of 40" metric, which combines growth rate and profit margin [10][11] - The company aims to achieve durable free cash flow growth, with guidance indicating flat operating margins year-over-year despite headwinds [41][42] AI and Market Trends - Increased demand for AI is reshaping the market, leading to a natural rebalancing of IT investments [14][15] - Teradata is seeing a shift in customer demand towards secure and efficient AI deployment at scale, which bodes well for its business [15][16] - The company is experiencing enthusiasm around new product announcements, such as Enterprise Vector Store and AI Factory, which are positively influencing the sales pipeline [18][19] Customer Engagement and Retention - Improved customer engagement and retention strategies are yielding better results, with a focus on early identification of risk factors [25][26] - The company has seen a reduction in migration dependence, indicating a shift towards hybrid environments where customers can invest in AI without full migration [29][30] Competitive Landscape - Teradata is positioning itself uniquely with a hybrid solution that combines on-premise and cloud capabilities, appealing to customers' needs for efficiency and scalability [62][64] - The competitive landscape includes players like Databricks and Snowflake, but Teradata's focus on hybrid solutions is seen as a differentiator [62][66] Capital Allocation and Shareholder Returns - The company is committed to returning 50% of its free cash flow to shareholders through stock buybacks, indicating confidence in its financial health [79][80] - There is a recognition of the need to balance growth opportunities with shareholder returns [79] Organizational Changes - Recent restructuring efforts have optimized the marketing organization and improved alignment between product development and sales, enhancing overall execution [40][55] - New leadership has been brought in to drive improvements in go-to-market strategies and customer engagement [54][55] Future Outlook - The company is optimistic about returning to positive growth and achieving double-digit growth in the future, driven by AI and hybrid platform opportunities [37][38] - Continued investments in product development and market strategies are essential for long-term growth and shareholder value [46][47] Additional Insights - Teradata is actively pursuing new logo opportunities in both on-premise and cloud environments, indicating a balanced approach to market expansion [72][73] - The company is leveraging AI internally to improve efficiencies, although quantifying specific savings remains challenging [51][52] This summary encapsulates the key insights and strategic directions discussed during the Teradata conference, highlighting the company's focus on growth, AI integration, and shareholder value.
X @Avi Chawla
Avi Chawla· 2025-07-22 06:30
Finally, a framework to connect any LLM to any MCP server (open-source).mcp-use lets you connect any LLM to any MCP server & build custom MCP Agents, without using closed-source apps like Cursor/Claude.Compatible with Ollama, LangChain, etc.Build 100% local MCP clients! https://t.co/8rhqh7BUZh ...
X @Avi Chawla
Avi Chawla· 2025-07-13 19:40
Product Overview - MindsDB offers a unified MCP server solution [1] - The platform supports querying data from over 200 sources, including Slack, Gmail, and social media platforms [1] - MindsDB supports both SQL and natural language queries [1] - It operates as a federated query engine with a built-in MCP server [1] - The platform is open-source [1] Community & Adoption - The project has garnered over 33 thousand stars [1]
X @Avi Chawla
Avi Chawla· 2025-07-13 06:33
Product Overview - MindsDB is presented as a federated query engine with a built-in MCP server [1] - The platform supports querying data from over 200 sources, including Slack, Gmail, and social platforms [1] - MindsDB offers query capabilities in both SQL and natural language [1] - The platform is 100% open-source and has over 33 thousand stars [1]
X @Avi Chawla
Avi Chawla· 2025-07-13 06:33
Core Functionality - MindsDB 提供了一个联邦查询引擎,内置 MCP 服务器 [1] - MindsDB 允许使用 SQL 和自然语言查询来自 200 多个来源的数据,例如 Slack、Gmail、社交平台等 [1] Open Source & Community - 该项目是 100% 开源的,拥有超过 33,000 个 star [1]