Latest news with #AI-inclusive
Yahoo
27-06-2025
- Business
- Yahoo
5 Insightful Analyst Questions From Appian's Q1 Earnings Call
Appian's first quarter results were driven by robust adoption of its AI-enabled platform and strong demand from the U.S. federal sector. Management highlighted increasing use of AI features among customers and notable contract wins in regulated industries as key contributors. CEO Matt Calkins pointed to a surge in practical AI deployments, such as document processing and workflow automation, which translated into tangible productivity gains for clients. The company's focus on integrating AI within business processes, rather than emphasizing speculative use cases, resonated with organizations seeking operational efficiency. Is now the time to buy APPN? Find out in our full research report (it's free). Revenue: $166.4 million vs analyst estimates of $163.2 million (11.1% year-on-year growth, 2% beat) Adjusted EPS: $0.13 vs analyst estimates of $0.03 (significant beat) The company slightly lifted its revenue guidance for the full year to $684 million at the midpoint from $682 million Management raised its full-year Adjusted EPS guidance to $0.22 at the midpoint, a 12.8% increase EBITDA guidance for the full year is $43 million at the midpoint, above analyst estimates of $39.14 million Operating Margin: -0.5%, up from -13% in the same quarter last year Net Revenue Retention Rate: 112%, down from 116% in the previous quarter Market Capitalization: $2.11 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Sanjit Singh (Morgan Stanley) asked about potential pull-forward in federal bookings given government budget uncertainty; CEO Matt Calkins responded he saw no meaningful pull-forward and remains cautiously optimistic about future quarters. Sanjit Singh (Morgan Stanley) inquired about the decline in net revenue retention; Interim CFO Mark Lynch explained it was due to prior-period down-sells and leveled-off customer growth, not recent enterprise hesitancy. Steve Enders (Citi) questioned AI monetization sustainability; Calkins indicated strong customer willingness to pay and described the company's strategy as demonstrating tangible value through early monetization. Jake Roberge (William Blair) probed for details on AI pricing uplift; Calkins specified a 25% premium for AI tiers and highlighted high-volume, routine work as the primary use case driving adoption. Nick Altmann (Scotiabank) asked about the durability of recent sales productivity gains; Calkins attributed improvements to strategic changes in sales processes and partner focus, calling these gains likely to be sustained. In upcoming quarters, our analysts will be watching (1) the pace at which existing customers transition to AI-inclusive tiers, (2) durability of sales productivity improvements as go-to-market changes mature, and (3) the impact of potential volatility in U.S. federal IT spending on overall bookings. Progress on pricing model evolution and further enhancements to AI capabilities will also be important markers of execution. Appian currently trades at $28.90, down from $30.38 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.
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Business Standard
06-06-2025
- Science
- Business Standard
We'll integrate artificial intelligence in all branches: AICTE Chairperson
All India Council for Technical Education (AICTE) chairperson TG Sitharam on Friday said artificial intelligence (AI) will be integrated into all branches of technical education. While AICTE had introduced a BTech programme in AI and Data Science as early as 2017, the Council is now working to include AI in the model curriculums of all technical disciplines, including engineering, information technology, and management studies, Sitharam told PTI. "A committee of experts has been constituted to suggest necessary revisions in the model curriculums. This committee has already held three meetings. I expect the panel to submit its recommendations within the next month on how AI can be incorporated across all branches. Two months after that, we aim to finalise the updated model curriculums," he said. Based on these new model curriculums, AI-inclusive teaching could begin as early as next academic year, the official said. He also informed that AICTE has made around 1,000 textbooks available online in 12 Indian languages, which have been downloaded seven lakh times over the past two years. Currently, 54 technical institutions across the country are offering various courses in these 12 Indian languages, he said. Sitharam was in Indore to attend a meeting of Parliament's advisory committee, chaired by Union Education Minister Dharmendra Pradhan. The meeting focused on promoting education in Indian languages in schools and higher education institutions.
