AI Intellectual Property Concerns and Content Protection
Management emphasized the importance of protecting IP rights amidst the rise of AI, highlighting ongoing legal actions against companies violating content rights.
Concerns raised about AI profiting from creators' works, such as books and speeches, potentially undermining future sales and creator rights.
Management stressed the need for a healthy content ecosystem and safeguarding intellectual property to prevent digital decay and derivative misuse.
EPAM's Strategic Focus on AI-Native Transformation
EPAM emphasizes its positioning as an AI-native transformation company, with double-digit growth in AI-native revenue, driven by high client adoption of AI initiatives beyond experimental phases.
The company has developed proprietary platforms like DIAL and AI/RUN, enabling clients to deploy AI at scale without proprietary lock-in, fostering enterprise-wide AI integration.
Management highlights that AI embedding increases complexity, driving demand for their end-to-end AI-optimized execution, organizational enablement, and transformational services.
AI Governance and Agentic AI Capabilities Expansion
AvePoint expanded its Agentic AI governance capabilities to secure AI agents like Microsoft 365 Copilot, including prompt tracking, access controls, and policy enforcement, driven by customer needs for large-scale Copilot rollouts.
The company is working closely with major clients to mitigate oversharing and compliance risks associated with AI-generated content, positioning itself as a leader in AI governance.
Management highlighted that AI-related governance is a key growth area, with the potential for continued expansion as AI adoption accelerates across enterprises.
TJ Jiang emphasized that AI governance is still in early stages, with up to 80% of companies deploying some form of AI, indicating significant growth potential in this space.
Strategic Shift to U.S.-Focused Business and Investment Priorities
Clear Channel is transitioning into a U.S.-focused organization, balancing debt repayment with investments in digital infrastructure and sales force expansion.
Management emphasizes the importance of operating leverage and top-line growth to generate free cash flow for debt reduction.
The company aims to invest in innovation, insights, and new verticals to drive growth, with a focus on digital boards and sales effectiveness.
ON24's AI strategy focuses on transforming single digital events into omnichannel, global campaigns, enabling personalized, scalable content creation from each live event.
The platform automatically repurposes long-form webinars into transcripts, blog posts, short videos, and social content, enhancing content reach and engagement.
Multi-language translation capabilities allow webinars to be localized into 64 languages, expanding global reach and making content more discoverable in AI search and large language models.
Skillz continues to pursue litigation against Papaya and Voodoo for their alleged use of bots, which undermines fair competition and consumer trust.
The cases are ongoing in the Southern District of New York, with Papaya ordered to unseal documents admitting to bot use and referencing executives' assertions of Fifth Amendment rights.
Management emphasizes that eliminating bot fraud is critical for protecting players and restoring industry trust, viewing this as essential for shareholder value and fair competition.
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