Hello everyone. This is Tuana from Llama Index and in this video I'm going to quickly walk you through how you can use Llama Cloud nodes in N8 workflows. These are open-source nodes that we've just created and it brings Llama extract par and Llama cloud indexes to NAN workflows.In this video, we're going to be looking at a very simple example. As you can see, I've already run this workflow. And what it does is once there is a change in a specific folder, specifically in my case the invoices folder on my mac ...

Investor Presentation Second Quarter 2025 Safe Harbor and other information This presentation contains "forward‐looking" statements that are based on our management's beliefs and assumptions and on information currently available to management. Forward‐looking statements include information concerning our possible or assumed strategy, future operations, financing plans, operating model, financial position, future revenues, projected costs, competitive position, industry environment, potential growth opportu ...

Core Insights - ServiceNow (NOW) is experiencing growth due to increased adoption of its workflows by enterprises undergoing digital transformation [2] - The company secured 72 transactions exceeding $1 million in net new annual contract value (ACV) in Q1 2025, achieving a 20% year-over-year growth in its customer base with over $5 million in ACV [3][12] - ServiceNow is leveraging AI and machine learning to enhance its solutions, with its total addressable market projected to reach $275 billion by 2026 [4] Product Developments - In May 2025, ServiceNow launched its Core Business Suite, an AI-powered solution aimed at streamlining core business operations across various departments [5] - The frequent updates to the platform, occurring twice a year, are designed to simplify workflows and boost productivity for customers [4][12] Competitive Landscape - ServiceNow faces significant competition from Pegasystems and UiPath in the workflow automation space [7] - Pegasystems is gaining traction with its GenAI Blueprint solution, which is rapidly expanding, creating over 1,000 new Blueprints weekly [7][8] - UiPath continues to be a strong player in the Robotic Process Automation market, which is expected to grow substantially [9] Financial Performance - ServiceNow's shares have declined by 11.4% year to date, contrasting with a 7.5% return from the broader Zacks Computer & Technology sector [10] - The forward 12-month Price/Sales ratio for ServiceNow is 13.60X, significantly higher than the sector average of 6.59X [13] - The Zacks Consensus Estimate for Q2 2025 earnings is $3.54 per share, reflecting a 13.10% year-over-year increase, while the estimate for 2025 earnings is $16.54 per share, indicating an 18.43% growth [15]

Core Insights - Zscaler (ZS) reported a 23% year-over-year revenue increase to $678 million for Q3 of fiscal 2025, but experienced a slight decline in non-GAAP gross margins to 80.3%, down from 81.4% a year ago, reflecting a 110-basis point contraction [1][11] Revenue and Growth - The company achieved a revenue growth of 24% and a free cash flow margin of 28% year-to-date, resulting in a combined score of 52%, known as the Rule of 52, marking the 21st consecutive quarter of exceeding the Rule of 40 benchmark [5][11] Margin Dynamics - The decline in gross margins is attributed to the rollout of new products aimed at quickly gaining market share rather than focusing on high margins initially. Management plans to improve margins once these products reach scale [2][6] - Zscaler's gross margin is projected to be 80% for Q4 of fiscal 2025, indicating a sequential decline of 30 basis points [6] Product Development - Recent introductions of fast-growing modules under categories like Zero Trust Everywhere and Data Security Everywhere are attracting large deals and expanding annual recurring revenue (ARR), although they are not yet margin-optimized [3][4] - The Z-Flex program, which offers flexible purchasing options, has contributed over $65 million in total contract value in Q3, but often bundles lower-margin modules, complicating near-term margin stability [4] Competitive Landscape - Competitors like CrowdStrike and Okta are also evolving their platforms to meet enterprise security demands, with CrowdStrike enhancing its identity security platform using AI solutions, and Okta focusing on identity and access management with AI for real-time detection of identity attacks [7][8] Valuation and Estimates - Zscaler's shares have increased by 74.4% year-to-date, outperforming the Security industry's growth of 22.1% [9] - The company trades at a forward price-to-sales ratio of 15.32X, higher than the industry average of 14.67X [12] - Earnings estimates for fiscal 2025 imply a year-over-year decline of 0.31%, while fiscal 2026 estimates suggest a growth of 12.01%, with upward revisions in the past 60 and 30 days respectively [15]

Financial Performance & Guidance - Henry Schein reported FY2022 global net sales of $12.6 billion[8] - In Q1, GAAP diluted EPS was $0.91, and non-GAAP diluted EPS was $1.21[14] - Total sales growth was -3.8% (LCI -3.7%), but excluding PPE & COVID-19 Test Kits, LCI sales growth was strong at 6.3%[18] - EPS was negatively impacted by an estimated $0.24 due to lower contribution from PPE products and COVID-19 Test Kits, $0.04 from acquisition-related expenses, and $0.02 from foreign exchange[18] Henry Schein One & Dental Technology Market - Henry Schein One's 2022 revenue from dental practice management was approximately $550 million[20, 21] - The estimated dental technology market size is $2.3 billion, with an estimated market growth rate of 8-12%[26] - Henry Schein One has 100,000 active dental customers[26] Strategic Priorities & Market Trends - Henry Schein's strategic priorities include building complementary software, specialty, and services, operationalizing One Distribution, leveraging One Schein, and driving digital transformation[9] - Industry trends driving demand for Henry Schein One solutions include payment & claims innovation (72% of dentists are concerned with declining insurance reimbursement rates), AI & clinical decision support, customer dynamics (consumerization of healthcare), and dental practice consolidation[29, 30]

Group 1: Company Overview - CyberArk (CYBR) is gaining traction in the machine identity market, with the acquisition of Venafi acting as a key growth catalyst [1][4] - In Q1 of fiscal 2025, Venafi was included in nine of CyberArk's top 10 deals, enhancing cross-sell opportunities within its identity security platform [1][9] - Machine identities now outnumber human identities by more than 80 to 1, up from a 45:1 ratio a year ago, indicating a significant shift in enterprise IT security needs [3][9] Group 2: Notable Wins and Market Expansion - A Fortune 100 financial services firm expanded its relationship with CyberArk by entering into a multi-six-figure Annual Contract Value (ACV) deal for certificate lifecycle management and PKI offerings [2] - PDS Health, a long-time customer, also expanded its use of Venafi's solutions in a six-figure ACV deal during the first quarter [2] - CyberArk estimates that the acquisition of Venafi will expand its total addressable market by $10 billion to approximately $60 billion [4] Group 3: Competitive Landscape - Competitors like CrowdStrike and Palo Alto Networks are also evolving their platforms to meet enterprise security demands, with CrowdStrike enhancing its identity security platform using AI solutions [5] - Palo Alto Networks has seen strong momentum, closing over 90 net new platform deals in Q3 of fiscal 2025, reflecting its platformization strategy [6] Group 4: Financial Performance and Valuation - CyberArk shares have gained 19.4% year to date, slightly underperforming the Zacks Security industry's growth of 20.2% [7] - The company trades at a forward price-to-sales ratio of 13.16, which is below the industry's average of 14.5 [11] - The Zacks Consensus Estimate for CyberArk's earnings implies a year-over-year increase of approximately 25.74% for 2025 and 25.72% for 2026, although estimates have been revised downward recently [14]

Core Insights - Rapid7 has integrated agentic AI workflows into its next-gen SIEM and XDR platform to enhance managed detection and response (MDR) capabilities, allowing SOC analysts to focus on higher-impact activities [1][2] - The new AI workflows improve alert triage accuracy to 99.93%, saving over 200 SOC hours per week, addressing the need for scalability and speed in the evolving threat landscape [2][3] Group 1: AI Integration and Impact - Agentic AI autonomously performs foundational investigative tasks, enabling faster and more efficient threat analysis, which shortens investigation cycles and enhances problem-solving capabilities [1][4] - The workflows are designed based on playbooks from Rapid7's SOC experts, ensuring that the AI is trained on real-world applications to deliver actionable insights [3][4] Group 2: Strategic Decision-Making - The implementation of agentic AI workflows is aimed at optimizing human decision-making by providing relevant information and context, which allows organizations to respond swiftly to AI-enabled threats [4][6] - Successful AI deployment in cybersecurity requires a thoughtful approach, including data classification and disciplined workflows, which Rapid7 has incorporated into its AI processes [4][6] Group 3: Company Overview and Mission - Rapid7 is committed to creating a safer digital world by simplifying cybersecurity and making it more accessible, serving over 11,000 global customers [6][7] - The company focuses on uniting cloud risk management with threat detection to enhance security postures against sophisticated AI attackers [6][7]

Financial Data and Key Metrics Changes - For the second quarter of fiscal 2025, the company reported record revenue of $92.8 million, an increase of 23% year over year and 4.6% sequentially [13][24] - Gross margin for the quarter was 49.6%, up from 41% in the same quarter of fiscal 2024, reflecting improved operational efficiency [13][29] - Adjusted EBITDA loss was approximately $14.8 million, an improvement of about $11.9 million compared to the second quarter of fiscal 2024 [30] Business Line Data and Key Metrics Changes - Revenue from Synbio increased to $36 million, a growth of 21% year over year [13][24] - NGS revenue grew to approximately $51.1 million, an increase of 25% year over year [16][25] - Biopharma services revenue was $5.7 million, reflecting a growth of 21% year over year [16][25] Market Data and Key Metrics Changes - Healthcare revenue rose to $52.8 million, up 29% year over year [26] - Industrial chemical revenue increased to $22.8 million, a 12% rise from the previous year [26] - Academic revenue was $16.5 million, up 20% year over year [27] Company Strategy and Development Direction - The company has spun out DNA Data Storage as an independent entity, Atlas Data Storage, to focus on commercialization and drive success [9][11] - The strategy emphasizes operational agility and customer engagement to maintain competitive positioning [18][19] - The company aims to achieve adjusted EBITDA breakeven by the end of fiscal 2026, with a focus on innovation and market share growth [34][35] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing strong order bookings exceeding $100 million in the last two quarters [38] - The company is prepared to navigate market volatility and leverage it as an opportunity for growth [36][38] - Management acknowledged challenges in the academic sector but remains confident in the value proposition of their products [72][74] Other Important Information - The company ended the quarter with cash, cash equivalents, and short-term investments of approximately $257.1 million [31] - The company expects gross margin improvements to exceed 50% in the latter half of the fiscal year [34] Q&A Session Summary Question: Impact of tariffs on guidance and demand from competitors - Management indicated that they have accounted for potential tariff impacts in their guidance and noted strong share gains despite macro challenges [40][42] Question: Effect of promotions on academic market growth - Management confirmed that the 20% growth in the academic market was partly due to promotional activities, which they plan to continue until the end of the fiscal year [47][50] Question: Guidance for NGS revenue from top customers - Management expects growth from both existing and new customers, with top customers growing at a rate similar to the overall NGS business [53][54] Question: Reinvestment of savings from the spin-off into R&D - Management confirmed that savings from the spin-off will be partially reinvested into higher priority R&D initiatives [56][61] Question: Academic market's importance and growth assumptions - Management highlighted a significant opportunity in the academic market, with expectations for continued growth despite budget constraints [83][84]

Twist Bioscience (TWST) Q2 2025 Earnings Call May 05, 2025 08:00 AM ET Speaker0 day. Thank you for standing by. Welcome to Twist Bioscience's Second Quarter Financial Results Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please note that today's conference is being recorded. I would now like to turn the call over to Angela Bidding, SVP of Corporate Affairs. Please go ahead. Speaker1 Thank you, operato ...

Zeta Global (ZETA) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Matthew Pfau - SVP - Investor RelationsDavid Steinberg - Co-Founder, Chairman & Chief Executive OfficerChristopher Greiner - Chief Financial OfficerTerry Tillman - Managing DirectorArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsMatthew Swanson - Director - Equity ResearchJackson Ader - Managing DirectorKoji Ikeda - Director - Enterprise Software Equity Research Conference Call Participants Jason Kreyer - ...