Rajan SethuramanCEO

We have entered a services partnership with Anthropic to act as a consulting partner for enterprises. The goal is to bring all of Anthropic's capabilities—including Claude, co-work features, plugins, and tools—directly into the enterprise context.

This is by no means an exclusive partnership. Just like any other large SaaS or ERP player, Anthropic will maintain multiple partnerships with various systems integration firms and product companies globally.

We expect this partnership to kick up revenues for both LatentView and Anthropic. It adds a powerful new set of services to our existing suite, allowing us to upsell to current clients and onboard new ones.

Ever since our inception twenty years ago, we have been doing traditional AI and machine learning work. Over the last three years, we have scaled these efforts into generative AI and agentic AI models.

When we evaluated our work over the past year, we found that more than half of our projects involved AI in some form, whether traditional machine learning, generative AI, or agentic solutions.

About 28% of our project workload is focused on client-facing, AI-native solutions that clients can directly experience. The remaining portion of our AI work is focused on driving internal efficiencies and product development.

We had guided at the start of the year that we would target the 20% mark on a dollar basis, but we have strong confidence and comfort in delivering between 12% and 13% revenue growth.

Our EBITDA margin guidance remains steady with our earlier indications. Last year we did between 20% and 23%, and for this year we guide for EBITDA margins of 21% to 22%.

Our margins will be slightly lower due to the substantial investments we are making to build out our AI capabilities, tools, and enterprise solution suites.

We see strong traction in marketing, customer analytics, supply chain, and compliance. For instance, we built a price and promotion optimization system for a consumer products firm using an agentic, AI-native solution.

As the cost of underlying LLMs and agentic AI systems decreases, we expect the total addressable market to expand. Enterprises will invest more in deploying these capabilities to remain competitive.

There is absolutely no delay in the integration itself. All efforts to integrate our respective services and take a combined suite of capabilities to market have been running smoothly for several quarters.

There is currently a minor dispute regarding the earnout payout terms. We are in active discussions and expect to resolve the issue and close the matter shortly.