The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Gil Luria - D.A. Davidson & Company - Analyst
: Very much appreciate that the business is now across several verticals, not just auto and restaurants. But as you look where we are now and into
the rest of the year, how should we think about the levels that the first verticals are at? So how much of the business these days is coming from
the restaurant vertical, from the automotive vertical versus the rest of the business?
And how do you expect the growth to build into the rest of the year? Because if you just -- if you do 40% in the first half of the year, that means
you're exiting the year probably closer to $50 million run rate. What are the vertical that are driving us from where we are today to that exit run
rate?
Question: Gil Luria - D.A. Davidson & Company - Analyst
: Got it. That's very helpful. Thank you. Second one is for Keyvan. On Agentic technology, it's a source of much controversy these days in terms of
where we are in the maturity of that technology. A lot of technologies you're deploying for your customers are ones that you've been working on
for 20 years and you refined over time.
Agentic AI, as far as I know, is something that we really only started doing a year ago. Are the solutions that we're talking about solutions that are
we're still experimenting with customers? Are they part of a broader solution? How mature are these solutions given the technology is so new?
Question: Leo Carpio - Joseph Gunnar & Co. LLC - Analyst
: Hi, good afternoon, gentlemen. I actually have two questions. The first question is regarding the restaurant side of business. As we're going into
the year, there's uncertainty about recessions and possibly speculation situation in the economy. Could that possibly impact your restaurant
business? Or is it more a case that potential recession is driving more customer interest in your technology at this point for efficiency gains?
Question: Leo Carpio - Joseph Gunnar & Co. LLC - Analyst
: And then the second question is regarding the competitive environment. Have you seen any changes in the competitive landscape? Any pricing
pressures? Any [competitor] has actually become more aggressive?
Question: Vijay Devar - Northland Securities - Analyst
: Hi, this is Vijay Devar for Mike Latimore. So a couple of questions. One, how do we model the gross margin for the second quarter and for the rest
of the year? And secondly, how are the retention rates within Amelia?
Question: Vijay Devar - Northland Securities - Analyst
: Retention rates are (multiple speakers) Amelia of this, yeah.
Question: Scott Buck - H.C. Wainwright & Co., LLC - Analyst
: Thanks for taking my questions and apologies bouncing around on some calls this afternoon. So you may have already answered this. But I guess
first, I'm curious, looking at the reaffirmed guide, should we be assuming -- or maybe you can talk just about what the M&A environment looks like.
I mean you guys have done several deals in the past. Are you -- is the environment conducive to doing a deal to get you to the current $157 million
and $177 million? Or are you thinking of that more as an organical?
Question: Scott Buck - H.C. Wainwright & Co., LLC - Analyst
: Great, I appreciate that added color. And second, I'm curious, should investors be thinking about a more challenging macroenvironment as
potentially being a revenue catalyst, given the efficiencies that you bring to the customers? Just given the macro seems -- the perception of the
macro seems to change every six hours, trying to think about how you guys think about potential slowdown in the economy.
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