Rob May, GP @ Half Court
AvePoint's stock has rallied 40% on an AI governance positioning, but Microsoft's $15 Agent 365 feature bundled into E7 may commoditize the category AvePoint is betting its future on—despite solid Q2 numbers, AgentPulse adoption hasn't yet moved net retention, and the company is pricing in revenue still in pipeline.
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Topics: Enterprise Software · AI (Horizontal)
Published by Investing in AI · their site ↗
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