Dafinchi AI

STEM

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.

LAW

Technology

1w

Strategic Focus on Large and Complex Matters

DISCO is targeting larger legal matters with higher wallet share, which is starting to pay off, as evidenced by growth in multi-terabyte matters.
The company highlighted a successful recovery of a 10-terabyte, 43 million document matter involving complex data recovery from corrupted and outdated systems.
Larger matters tend to last longer, providing better revenue predictability and expansion opportunities within existing large customers.

Digital Turbine, Inc.

APPS

Technology

1w

Operational Efficiency and Cost Discipline Enhancing Profitability

The company achieved a 73% year-over-year increase in EBITDA, driven by operational efficiencies and cost management.
Gross margins improved by over 100 basis points to 47%, reflecting favorable product and segment mix shifts.
Operating expenses decreased by 8% year-over-year, demonstrating disciplined cost control.
Management remains committed to further streamlining operations while investing strategically for growth.

Amplitude, Inc.

AMPL

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.