Latest news with #AIplatform
Yahoo
3 days ago
- Business
- Yahoo
Docebo Inc (DCBO) Q2 2025 Earnings Call Highlights: Strong Mid-Market Performance and Strategic ...
Release Date: August 08, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Docebo Inc (NASDAQ:DCBO) reported strong performance in the mid-market segment, particularly in technology, healthcare, and financial services sectors. The company achieved FedRAMP certification earlier than expected, unlocking a $2.7 billion TAM across US federal, state, and local agencies. Docebo Inc (NASDAQ:DCBO) saw an increase in customer count above $100,000, with a 23% growth rate, driven by new logos and expansions. The launch of Harmony, an AI-first learning platform, is expected to enhance customer experience and administrative efficiency. The company reported a significant expansion with a large tech customer, highlighting its ability to displace internal systems and legacy vendors. Negative Points There is a noted decrease in the percentage of new customers using Docebo Inc (NASDAQ:DCBO) for two or more use cases, down from 70-80% last year to 65% this year. Elongated sales cycles in the enterprise space continue to be a challenge, affecting deal closures. The company anticipates a dip in retention in Q4 due to the loss of AWS as a customer. ARR growth is expected to slow in Q3 due to seasonal factors and the impact of the AWS contract ending. Despite the FedRAMP certification, meaningful revenue contributions from the federal sector are not expected until the second half of 2026. Q & A Highlights Warning! GuruFocus has detected 2 Warning Sign with DCBO. Q: Could you unpack the strength in the mid-market during the quarter and its durability? A: Alessio Artuffo, CEO, explained that Docebo has strengthened its position in the mid-market through targeted marketing and leadership improvements. The technology sector, healthcare, and financial services have been particularly strong. The company expects this strength to continue, especially as it aligns with enterprise cycles in the second half of the year. Q: The adoption rate for two or more use cases has decreased. What has changed this year compared to last year? A: Alessio Artuffo noted that the company is optimizing sales velocity and ACV by initially entering organizations with fewer use cases and expanding over time. This approach has proven effective, as seen with a notable enterprise customer this quarter. Q: Can you discuss the recent big tech expansion and the decision behind displacing an internal system? A: Alessio Artuffo confirmed the expansion with a big tech customer, emphasizing the importance of enterprise capabilities and integrability. The customer chose Docebo to scale their learning infrastructure, moving away from an in-house system to Docebo's platform. Q: What are the assumptions behind the guidance bump, and is FedRAMP included? A: Brandon Farber, CFO, explained that the guidance reflects strong mid-market performance, elongated enterprise sales cycles, and FX tailwinds. Improvements in retention are expected, but FedRAMP and large enterprise deals remain outside the guidance. Q: Can you provide insights into the FedRAMP certification and its expected impact? A: Alessio Artuffo highlighted that FedRAMP opens a $2.7 billion TAM in the government sector. The company is cautiously optimistic about the federal market, with meaningful contributions expected in the second half of 2026. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
6 days ago
- Business
- Yahoo
Digital Turbine Inc (APPS) Q1 2026 Earnings Call Highlights: Strong Revenue Growth Amidst Challenges
Release Date: August 05, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Digital Turbine Inc (NASDAQ:APPS) reported an 11% year-over-year revenue growth, reaching $131 million. The company achieved a 73% increase in EBITA, reflecting strong operational performance. On-device solution business revenue grew by 18% year-over-year, driven by higher device volumes and improved revenue per device. The company made significant progress in first-party data and AI machine learning platforms, enhancing targeting and user experience. There was a nearly 50% increase in brand campaigns, indicating stronger and more diversified demand across various verticals. Negative Points The application growth platform business saw a 5% year-over-year decline in revenue. Despite positive cash flow, the company reported a GAAP net loss of $14.1 million for the fiscal first quarter. The cash balance decreased by approximately $6 million from the previous quarter, primarily due to working capital timing. Total debt remains high at $400.5 million, though there was a reduction of over $8 million quarter over quarter. The company faces ongoing challenges in stabilizing and growing its application growth platform business. Q & A Highlights Warning! GuruFocus has detected 5 Warning Signs with APPS. Q: Can you elaborate on the international carrier strength and RPD growth in the international business? Is this due to new customers or better rates? A: (Bill Stone, CEO) Our international on-device business grew by 70%, driven by better device volumes and improved RPDs. We are executing better and seeing stronger demand from other geographies. This demand is now being effectively channeled into markets like Latin America and Europe, enhancing our RPDs and overall performance. Q: The brand revenue was strong this quarter. Can you discuss the sustainability and visibility of this business? A: (Bill Stone, CEO) The brand business saw nearly a 50% increase in brand advertisers across various verticals. This diversification is encouraging, and we believe our mobile-first strategy is unique. We are committed to growing and scaling this segment, which is a long-term play for us. Q: Regarding the potential breakup of Apple and Google's app store monopoly, what are you seeing in terms of customer activity and alternative app store launches? A: (Bill Stone, CEO) The recent legal ruling in the Epic and Google case is encouraging for alternative app stores. We see strong interest from publishers seeking different billing methods and are leveraging our platform to offer options. We are also seeing traction in the US, Latin America, and the EU with various partners. Q: What needs to happen for the AGP business to return to year-over-year growth? Are there specific areas for improvement? A: (Bill Stone, CEO) Our supply side platform and DTX product are growing well. The key will be improving the performance side of the business, where we are investing in first-party data and AI. We saw sequential growth, which is encouraging for future quarters. Q: How do you see device sales trends affecting Digital Turbine going forward? A: (Bill Stone, CEO) Device sales have been a headwind, but recent trends are turning into a tailwind. We are seeing growth in device sales, which is encouraging. Additionally, we are expanding our device footprint with partners like T-Mobile and others, which should drive growth. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
7 days ago
- Business
- Yahoo
Recursion Sets $100 Million Partnership Goal by 202
Recursion (NASDAQ:RXRX) just laid out a roadmap that balances science and cash, and it looks promising. CEO Christopher Gibson talked up how the Exscientia tech and the Boltz-2 partnership with MIT and Nvidia have supercharged their end-to-end platformfrom pinpointing targets to simulating trials. That boost in efficiency shines through in their finances. Warning! GuruFocus has detected 6 Warning Signs with RXRX. CFO Ben Taylor confirmed they finished Q2 with $533 M in the bank and expect to keep burn under $390 M next year. Even better, they're targeting over $100 M in partnership inflows by the end of 2026, which should carry them all the way through Q4 2027 without needing extra financing. On the science side, six internal programs are nearing key milestones. Oncology dose-escalation data should roll in by year-end and rare-disease updates are due early next year. The ClinTech AI platform now promises roughly 50 % faster enrollment projections, and they've hit a fourth Sanofi milestone while rolling out neuronal phenomaps with Roche and Genentech. This article first appeared on GuruFocus.
Yahoo
05-08-2025
- Business
- Yahoo
AwardFares Launches Intelligent New Alert System for Award Flight Availability
STOCKHOLM, August 05, 2025--(BUSINESS WIRE)--AwardFares, the leading search platform for award flights, today launched a major upgrade to its alert system, giving users smarter tools to discover and book award availability faster. The new system includes two powerful features: Flex Alerts and Live Alerts. Together, they provide both flexibility and precision, helping travelers maximize their points and miles like never before. Flex Alerts are designed for the flexible traveler. Instead of requiring an exact route and date, users can set broad criteria such as "any airport in the US to Europe for an entire month." AwardFares' AI-powered system intelligently identifies matching availability, focusing not just on high-demand routes but also on high-value redemptions and new opportunities based on industry trends, fare dynamics, and user behavior patterns. For travelers with a specific plan, Live Alerts offer precision monitoring. This enhanced version of the platform's original alert feature allows users to target exact flights and routes. A key improvement is the ability to monitor multiple airports and extended date ranges within a single alert, making it easier and more efficient to track down must-have award seats for a specific trip. This launch reaffirms AwardFares' role as a product-driven leader in the industry. The company has a track record of introducing user-centric features that set new standards, including live availability checks, interactive seat maps, and its exclusive onboard menu and wine list feature. "Our users loved setting alerts for specific routes and dates, and it worked wonderfully. But we are obsessed with user experience and saw an opportunity to take it further," says Philip, Co-Founder at AwardFares. "To truly maximize your points, you often need to broaden your perspective. An alert that's too specific might cause you to miss an incredible Business Class deal from a neighboring city or one with a simple connection. With the new Flex Alerts, we provide a broader perspective on award availability, highlighting opportunities users might never have discovered on their own. When combined with our precision Live Alerts, travelers can build a powerful strategy to capitalize on these great opportunities." Continued Platform Expansion Demonstrating its commitment to providing the most comprehensive search tool on the market, AwardFares highlighted the addition of several new loyalty programs throughout the year and plans to integrate more partners in the coming months. This expansion will focus on key strategic areas, including broadening its coverage within the Avios ecosystem and adding new airline programs based in Latin America. Underscoring this commitment to global accessibility, AwardFares is also the only award search tool available in Spanish, uniquely positioning it to serve travelers throughout the Spanish-speaking world. How to Access The new Live and Flex Alerts are available today for AwardFares Gold and Diamond members. For more information and to start a free trial, visit About AwardFares AwardFares is an innovative online platform that simplifies the complexities of finding and booking award flights. Born from the founders' frustration with existing tools, AwardFares offers a fast and user-friendly interface that enables travelers to search across multiple frequent flyer programs and airline alliances simultaneously. With powerful features like the Timeline View, Live Seat Maps, Onboard Menus, and now the new Live and Flex Alerts, AwardFares' mission is to save travelers time and help them maximize the value of their points and miles, turning dream trips into reality. View source version on Contacts Media Contact Germán CeballosHead of Marketingmedia@ +1 774 5459975https:// Sign in to access your portfolio
Yahoo
24-07-2025
- Business
- Yahoo
Recursion Pharmaceuticals (RXRX) Jumps 9.6% Ahead of Q2 Earnings
We recently published . Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) is one of Monday's biggest gainers. Recursion Pharmaceuticals grew its share prices for a fourth straight day on Monday, adding 9.59 percent to close at $6.40 apiece as investors repositioned portfolios ahead of its second quarter earnings results. Based on its historical reporting dates, Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) will announce the results of its performance in the first week of August 2025. Investor excitement was further supported by a social media post by the company's senior director, Peter Ray, about an ongoing drug candidate called REC-3565, which aims to treat relapsed or refractory B-cell lymphomas. A pharmacist in a hospital pharmacy stands next to a row of various drug containers. Now on Phase 1 trial, REC-3565 is being developed using Recursion Pharmaceuticals, Inc.'s (NASDAQ:RXRX) advanced AI platform, which is said would not conceive through traditional human design methods. Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) is one of the few companies that earned the backing of technology giant Nvidia Corp., one of the key drivers of the Artificial Intelligence sector. While we acknowledge the potential of RXRX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the .
