Dafinchi AI

MQ

Technology

1w

Expansion of Buy Now, Pay Later (BNPL) Capabilities and Industry Trends

Marqeta continues to innovate in BNPL, supporting flexible payment options like Visa Flexible Credentials, first delivered in the U.S.
Supported Klarna in launching the KlarnaOne Card, expanding their BNPL offerings across more programs and countries, with Klarna growing from 3 to over 10 programs in 4 years.
Developing a new embedded BNPL capability that allows consumers to receive multiple BNPL options at purchase, integrating within apps to increase distribution and user engagement, with a limited release planned before the 2025 holiday season.
The new BNPL product aims to enable consumers to choose from multiple providers offering interest-free or installment-based payments, enhancing consumer choice and merchant engagement.

RingCentral, Inc.

RNG

Technology

1w

Strategic Partnership Extension with NiCE Reinforces Market Position

RingCentral announced a multiyear extension of its partnership with NiCE, emphasizing the importance of integrated UCaaS and CCaaS solutions for enterprise clients.
The partnership has been ongoing for over 6 years, with the extension dispelling market rumors of a potential end to the collaboration.
The integration between RingCentral's UCaaS and NiCE's CCaaS is unique in the industry, providing a competitive advantage for high-end enterprise customers.
Management highlighted the continued success and strong reception of the combined product suite, especially among complex and large organizations.
The extension signals a strategic commitment to delivering comprehensive, integrated communication solutions for large enterprises.

NABL

Technology

1w

Growth of N-able's Cyber Resilience Platform and Market Position

N-able surpassed $500 million in ARR, growing 14% year-over-year, highlighting strong market traction.
The platform's three pillars—endpoint management, security operations, and data protection—are central to its competitive advantage.
Management emphasized the platform's open ecosystem, which integrates with third-party tools, reducing vendor sprawl for customers.
The company is gaining wallet share, with ARR per device increasing as it expands across customer environments.
N-able's end-to-end platform is resonating in the market, differentiating from narrow point solution providers.
The platform's comprehensive approach is enabling the company to win large deals, including a nearly $200,000 ARR deal with a customer in M&A.

Bentley Systems, Incorporated

BSY

Technology

1w

Long-term growth driven by digital infrastructure focus

Bentley Systems aims to double key financial metrics over 5 years, including ARR, revenues, operating income, and free cash flows.
Management emphasizes the importance of going digital for infrastructure resilience, performance, and resource efficiency.
Long-term growth is supported by resource constraints and the need for productivity step functions through software, cloud, and AI utilization.

Charter Communications, Inc.

CHTR

Technology

3w

Charter's Rapid Mobile Growth and Strategic MVNO Partnership with T-Mobile

Added 500,000 Spectrum Mobile lines in Q2 and 2.1 million over 12 months, nearly 25% growth.
Long-term MVNO relationship with T-Mobile announced, enhancing Spectrum's business package and potential for accelerated growth.
Mobile EBITDA less CapEx positive, contributing to free cash flow growth.
Focus on convergence to reduce churn and increase mobile lines per customer, leveraging higher-value unlimited plans.