Clearlake Capital Group

JANUARY 24, 2025

Since 1968, TA has invested in more than 560 companies across its five target industries technology, healthcare, financial services, consumer and business services. The firm seeks to invest in companies with sustainable competitive advantage and excellent prospects for growth.

Shareholders 45

Shareholders Legal Mergers and Acquisitions Private Equity Firms 45

The Motley Fool

MARCH 18, 2024

The first one: defining where our focus will be in terms of the software and financial services integration effort. The results we saw in our financial services segment in the fourth quarter reflect the success of this strategy around payments and banking. And the third one: the creation of the Stone platform.

Banks 130

Banks Taxes Financial Services Securities and Exchange Commission (SEC) 130

The Motley Fool

OCTOBER 23, 2024

million square feet of new second-gen leases signed through the first three quarters of 2024, our lease rate is over 300 basis points higher than our in-service occupied rate of 88%, roughly two times our normal spread, indicating that we have a sizable pipeline of leases that have been signed but where occupancy hasn't yet commenced.

Assets 130

Assets Prospects Capital Financing 130

The Motley Fool

FEBRUARY 8, 2024

billion, financial services, JPY 204.8 The FY 2024, nine-month free cash flow of operating companies, excluding financial, was JPY 926.5 And what is the prospect of our upcoming situation of Asian markets? Next, sales revenue and operating profit by business segment. Operating profit marked a record high of JPY 411.5

Taxes 245

Taxes Financing Finance Capital 245

The Motley Fool

JULY 26, 2023

We already have the most significant pharmaceutical financial services, manufacturing, and healthcare companies engage with us. So, I'm really asking on a prospective basis, what seat count may do as you roll out these gen AI solutions for ITSM, CSM, HR, etc.? I know, CJ, you said what the seat count has been doing. Many thanks.

Banks 246

Banks Capital Financial Services Leveraging 246

The Motley Fool

AUGUST 7, 2024

As discussed in our recent State of Payments Report, which we released two weeks ago, consumers continue to branch out in financial services, looking for alternatives to traditional banks. The TPV growth and momentum goes well beyond financial services. Q2 TPV was $71 billion, a year over year increase of 32%.

Banks 130

Banks Financial Services Financing Finance 130

The Motley Fool

NOVEMBER 26, 2024

This quarter, professional and business services became the third industry to exceed $1B in annual recurring revenue, alongside financial services and retail and hospitality. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Thanks for the question.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Professional Services Banks Financing 246

The Motley Fool

FEBRUARY 28, 2024

We expect to continue to grow clients outside of our top 20 at a faster rate than our largest clients in 2024, as we continue to diversify our client base and expand our business in new areas like healthcare and banking and financial services. In terms of delivery geographies, on a year-over-year basis, revenues from U.S.

Leveraging 130

Leveraging Financial Services Capital Banks 130

The Motley Fool

OCTOBER 31, 2023

We closed multiple new wins with leading automotive, aerospace, financial services, pharmaceutical, and technology customers, and the number of enterprise customers actively testing EPYC platforms on-prem increased significantly quarter on quarter. Lisa Su -- President and Chief Executive Officer Yeah.

Banks 246

Banks Portfolios Taxes Prospects 246

The Motley Fool

MARCH 4, 2024

In 2023, we achieved profitability, strengthened our market leadership for our e-commerce business, grew our digital financial services business, and stabilized the performance of our digital entertainment business. Turning to our digital financial services segment. As we scale, we will remain prudent on risk management.

Financial Services 130

Financial Services Banks Taxes Returns 130

The Motley Fool

MARCH 14, 2024

Today's conference call may include forward-looking statements, including statements regarding Lennar's business, financial condition, results of operations, cash flow strategies, and prospects. So, starting with financial services. For the first quarter, our financial services team had operating earnings of 131 million.

Debt 147

Debt Banks Capital Leveraging 147

The Motley Fool

AUGUST 2, 2023

And along the way, we grew and acquired a number of operating companies in the financial services space. Over the past 10 years, Rithm has become a real leader in the real estate and financial services sector. We're very, very excited about our prospects to continue to grow. Page 10, this is Rithm 2.0.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

AUGUST 2, 2024

I've spoken extensively with hundreds of customers, prospects, partners, and Appian staff. Over 70% of Appian's revenue comes from financial services, life sciences, and public sector. We continue to sign large expansion deals within Appian's financial services vertical. Here is an example of this upsell strategy.

Professional Services 130

Professional Services Financial Services Companies Liabilities 130

The Motley Fool

SEPTEMBER 4, 2024

This is a prerequisite for defense intelligence and financial services customers. I'll now turn it over to Hitesh to cover the financials. Hitesh Lath -- Chief Financial Officer Thank you, Ed. I will now provide a recap of our financial results and additional color on our business. The Motley Fool recommends C3.ai.

Professional Services 130

Professional Services Enterprise Values Assets Leveraging 130

The Motley Fool

FEBRUARY 12, 2024

A lack of key signals and insights married to incomplete stale or outright inaccurate data on customers and prospects throws sand into the gears of every go to market function. HubSpot seems to be talking fundamentally about enriching company level data and not prospect or contact level data. Our net leverage ratio is 1.4

Leveraging 130

Leveraging Banks Accounting Prospects 130

The Motley Fool

AUGUST 15, 2023

This further boosts confidence in the long-term growth prospects of our markets. Lastly, on our digital financial services business, SeaMoney's second-quarter performance was strong as we continued to expand our features and product offerings across the business. On e-commerce, our second-quarter GAAP revenue of $2.1

Banks 130

Banks Accounting Financial Services Leveraging 130

The Motley Fool

DECEMBER 15, 2023

Today's conference call may include forward-looking statements, including statements regarding Lennar's business, financial condition, results of operations, cash flow strategies, and prospects. So, looking at financial services, for the fourth quarter, the financial services team had operating earnings of 168 million.

Resale 130

Resale Debt Assets Financial Services 130

The Motley Fool

NOVEMBER 30, 2023

These include, but are not limited to, statements about future and prospects or financial projections and cash position. Our sales team had been calling a CTO prospect for over a year with no luck. Another example is a financial services company that purchased Domo to consolidate data from multiple loan origination systems.

Debt 130

Debt Accounting Prospects Capital 130

The Motley Fool

NOVEMBER 29, 2023

These forward-looking statements are based on management's current views and expectations, entail certain assumptions made as of today's date, and are subject to various risks and uncertainties described in our SEC filings and other publicly available documents, the financial services industry, and global economic conditions.

Banks 130

Banks Leveraging Financial Institutions Professional Services 130

The Motley Fool

OCTOBER 30, 2024

The prospect of serving unmet needs of existing and potential customers is very exciting. This growing segment of nearly 300 million people has distinct needs that existing financial service providers do not cater to in a customer-centric way. Third, I'll discuss structural advantages as a digital business.

Banks 130

Banks Leveraging Financial Services Capital 130

The Motley Fool

AUGUST 1, 2024

And these are continuing to advance the adoption of our financial services, controlling costs and finding operational efficiencies and accelerating software revenue growth and gaining market share. But I think we're -- what's important is we're super excited about the prospect. Now turning to our outlook.

Capital 130

Capital Leveraging Accounting Banks 130

The Motley Fool

MAY 2, 2024

We had 46% more customers and prospects in attendance than a year before. We're bullish on the long-term growth prospects of our company. The attendance was good, prospects showing up very pleased with the conference. Our cloud subscription revenue retention rate was 120% as of March 31st. Adjusted EBITDA was a loss of 1.3

Professional Services 130

Professional Services Capital Prospects Financing 130

The Motley Fool

AUGUST 3, 2023

I think we're going to see AI pioneering in places like pharmaceutical, financial services. And I think last quarter you talked about Appian World prospects or leads being up 2x year over year. It's true we got more prospects than we typically get. So, I think it's great to get our prospects there.

Professional Services 100

Professional Services Prospects Leveraging Pension Funds 100

The Motley Fool

AUGUST 1, 2024

During today's call, management will make forward-looking statements regarding our business, operations, sales strategy, market and product positioning, financial performance, and future prospects, including statements regarding our financial guidance for the fiscal third quarter of 2024 and fiscal year 2024. Turning to NRR.

Accounting 130

Accounting Prospects Banks Companies 130

The Motley Fool

JUNE 18, 2024

Today's conference call may contain forward-looking statements, including statements regarding Lennar's business, financial condition, results of operations, cash flows, strategies, and prospects. Bruce Gross is here, our CEO of Lennar Financial Services; and we have a few others as well.

Debt 130

Debt Assets Capital Shareholders 130

The Motley Fool

SEPTEMBER 15, 2023

Today's conference call may include forward-looking statements, including statements regarding Lennar's business, financial condition, results of operations, cash flows, strategies, and prospects. So, starting with financial services. In the third quarter, our financial services team had operating earnings of 148 million.

Resale 130

Resale Assets Debt Capital 130

The Motley Fool

AUGUST 24, 2023

This quarter, retail and hospitality became our second industry joining financial services to exceed 1 billion in annual recurring revenue, and we continue to have strong momentum in financial services which outperformed in Q2. We called out healthcare and financial services.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Banks Education 130

The Motley Fool

OCTOBER 25, 2023

Finally, I'd like to mention the well-deserved recognition we received from Fortune and a Great Place to Work Foundation, who ranked Mr. Cooper as one of the best workplaces in financial services and insurance. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 100

The Motley Fool

OCTOBER 30, 2024

During today's call, management will make forward-looking statements regarding our business, operations, sales strategy, market and product positioning, financial performance, and future prospects, including statements regarding our financial guidance for the fiscal fourth quarter of 2024 and fiscal year 2024. Thanks, Mike.

Financial Services 130

Financial Services Banks Accounting Companies 130

The Motley Fool

JUNE 15, 2023

Today's conference call may include forward-looking statements including statements regarding Lennar's business, financial condition, results of operations, cash flows, strategies, and prospects. So, starting with financial services. As I said, they are all in Miami, so there will be a bit of coordination here.

Resale 130

Resale Assets Debt Capital 130

The Motley Fool

MAY 16, 2024

Craig's story demonstrates how the expansion of financial services in the Lightspeed platform can help entrepreneurs prosper and grow into entirely new ventures. Our second objective is to continue to advance adoption of our financial services, including payments, capital, and instant deposit.

Leveraging 130

Leveraging Capital Accounting Banks 130

The Motley Fool

FEBRUARY 9, 2024

But we will work diligently to compound tangible book value at a double-digit pace which for us is an exciting prospect. And if you look at other sectors, you know, in financial services, payments, processing -- other processing businesses, you certainly see consolidation to, you know, a few players. That's up to you.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 130

The Motley Fool

AUGUST 2, 2024

See the 10 stocks » *Stock Advisor returns as of July 29, 2024 Marcos Eduardo Galperin -- Chair, President, and Chief Executive Officer Tomorrow, August 2, 2024, marks 25 years since we founded MercadoLibre with the mission of democratizing commerce and financial services in Latin America. The Motley Fool has a disclosure policy.

Banks 130

Banks Taxes Portfolios Debt 130

The Motley Fool

MAY 7, 2024

Going forward, we believe compliance-related services, in particular, will be a key selling point and differentiator for our platform. Many competitors do not offer the same level of service and many prospective customers don't want to do this work themselves, especially when we have the advantage of both expertise and economies of scale.

Banks 130

Banks Financing Finance Financial Institutions 130

The Motley Fool

AUGUST 2, 2023

During today's call, management will make forward-looking statements regarding our business, operations, financial performance and future prospects. These include statements regarding our financial guidance for the fiscal third quarter of 2023 and fiscal year '23 and growth in a market opportunity and market share.

Banks 130

Banks Companies Financial Services Accounting 130

The Motley Fool

AUGUST 22, 2024

We provide a tremendous value proposition to both customers and prospects. What we see and we hear from our customers, our customers believe, and new prospects as we engage with them, they are investing in AI when they invest and partner with Workday. We think it's the new norm going forward. We see just the opposite.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Education Financing 130

Axial

NOVEMBER 18, 2024

Understanding how prospective buyers determine your business’s value is a key factor in a successful sale. This provides prospective buyers with a clearer view of cash flow, a better understanding of your company’s suitability for a debt-financed acquisition, and an easier way to compare it to others.

Consulting 52

Consulting Consultants Debt Financing 52