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Key Takeaways Accelerating AI adoption and deeper industry partnerships position the company for outsized, recurring revenue and expanding industry influence in semiconductor analytics. Secular shifts in global chip fabrication and advanced packaging will drive long-term margin expansion and solidify the company's critical role in end-to-end supply chain solutions.

Key Takeaways Growing demand for data-driven manufacturing solutions and advanced analytics is fueling recurring revenue growth and greater earnings stability. Successful integration of AI, product cross-selling, and disciplined expense management are driving expanding margins and an increasing addressable market.

Key Takeaways Growing global data privacy rules and regional standards could limit SaaS scalability and require costly custom solutions, pressuring margins and inhibiting international growth. Dependence on a few major clients and industry shift toward proprietary AI solutions exposes the company to customer loss and longer-term revenue risk.