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- **AI XPLR v4 Drives Growth**: GenAI platform's ability to integrate client automation footprints and deliver solutions 80% faster than manual methods is winning partnerships and clients.
- **Revenue Mix Shift**: 23% of revenues now recurring, up from prior levels, as AI XPLR licensing and GenAI SaaS models gain traction.
- **$40M Share Buyback**: Dutch tender offer to repurchase 8% of shares, signaling confidence in long-term value creation.
- **Q4 Outlook**: Revenue $69.5M-$71M, EPS $0.38-$0.40, with gross margin expansion to 46-47% as GenAI productivity gains offset headcount reductions.

**【CEO Summary Section】**
- **Revenue Performance**: Q3 revenue before reimbursements was $72.2 million, down 7% YoY, driven by a 25% decline in Oracle Solutions due to extended client decision-making and a non-renewed IPaaS contract. Global S&B T segment grew 4% excluding OneStream and IPaaS impacts.
- **AI XPLR Version 4 Impact**: The release of AI XPLR v4 in September 2025 has generated significant client and partner interest, with one partner describing it as 'game-changing.' The platform's ability to integrate existing automation footprints and deliver Agentic AI solutions faster than competitors is a key differentiator.
- **Strategic Alliances**: In discussions with 2+ enterprise software companies for potential alliances, leveraging AI XPLR's GenAI capabilities. Celonis partnership enables clients to combine Process Intelligence with AI XPLR for faster ROI realization.
- **Talent Optimization**: Reduced headcount by 717 consultants (QoQ) to align with demand and accelerate GenAI productivity gains, with further efficiency improvements expected.

**【CFO Financial Commentary】**
- **Financial Highlights**: GAAP net income of $2.5M ($0.09 EPS) vs. $8.6M ($0.31 EPS) YoY. Adjusted EPS of $0.37 met guidance midpoint. Adjusted EBITDA margin of 21.2% vs. 22.7% YoY.
- **Cash Flow & Buybacks**: Generated $11.4M in operating cash flow. Repurchased 1.1M shares ($22.9M) at $20.70 avg price. Board authorized $40M Dutch tender offer ($18.30-$21/share) to repurchase ~8% of outstanding shares.
- **Q4 Guidance**: Revenue before reimbursements expected $69.5M-$71M. Adjusted EPS $0.38-$0.40. Gross margin 46-47%, EBITDA margin 22-23%.

**【Q&A Key Highlights】**
- **Alliance Timing**: CEO expects 1-2 major alliances in near term, with partners prioritizing AI XPLR v4's unique capabilities over legacy platforms.
- **Licensing Progress**: AI XPLR v4 licensing to begin late Q4/early Q1. ZBrain JV with founder to create SaaS GenAI orchestration platform.
- **S&B T Segment Growth**: GenAI-related revenue growth offset OneStream weakness. 23% of revenues recurring, migrating IPaaS to AI XPLR.
- **Share Buyback Rationale**: Uses pristine balance sheet to return capital while maintaining 1x EBITDA leverage. Buybacks accretive to EPS.

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