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Amplitude, Inc.
AMPL
2025 Q2
Technology
1w
Talent Acquisition and Culture for AI Leadership
Amplitude emphasizes hiring teams aligned with its long-term AI and platform vision, attracting talent from startups and larger firms.
The company’s AI transformation involves retraining existing teams and fostering a growth mindset to adapt to rapid technological changes.
Founders and teams from recent acquisitions are motivated by the impact potential and the opportunity to work on industry-leading AI products.
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The Hackett Group, Inc.
HCKT
2025 Q2
Technology
1w
Breakthrough AI Platform Enhancements and Strategic Partnerships
Development of AI XPLR version 4 with proprietary solution language model and Hackett performance IP.
Integration of ZBrain Gen AI platform for orchestrating complex workflows.
Partnership with Celonis to incorporate process intelligence into AI solutions, accelerating client value realization.
Market expansion opportunities through joint offerings and channel growth.
Management's emphasis on innovation and differentiation in the rapidly growing Gen AI space.
Trimble Inc.
TRMB
2025 Q2
Technology
1w
AI-Driven Data Insights and Industry Leadership
Trimble processed over 1.5 million drawings with AI since November 2024, saving significant manual effort.
Management emphasized the importance of data quality and quantity for AI success, highlighting their unique industry-specific data set.
The company is deploying AI across most functions, including engineering, marketing, and sales, to unlock efficiency and customer value.
AI content was about half of the recent biannual technology conference, indicating strategic focus.
Management is optimistic about AI's future impact, with early efforts in AI training and deployment across the organization.
Stem, Inc.
STEM
2025 Q2
Technology
1w
Strategic Shift to Software and Services Focus
Stem is tracking towards the high end of its full-year 2025 guidance across all metrics, except operating cash flow, which is at the low end.
The company does not expect to update guidance due to ongoing policy and regulatory uncertainties.
Management remains confident in the company's growth trajectory, supported by a strong market environment and strategic initiatives.