Cantor Global Tech Conference 2025 Takeaways

On March 12th, Cantor Fitzgerald analyst Yi Fu Lee released an industry report on the security and infrastructure software sector, discussing takeaways from Cantor Global Tech Conference 2025.

At the conference, Cantor hosted three SMID cap enterprise software Innovators, respectively Domo (NASDAQ: DOMO), Rezolve AI (NASDAQ: RZLV) which are rated Overweight at the firm, and Docebo (TSE: DCBO) which is not under coverage.

The analyst commented, “The overall macroeconomic environment remains challenging, and it appears all the senior executives we hosted are optimistic for the future post the near-term volatility we are facing. The macro condition is filled with question marks relating to inflation/interest rate path, geopolitical risk, government efficiency/DOGE, and changing/normalizing customer purchasing patterns post-pandemic.”

Also, “All of our corporate executive presenters are fully aware of these fluid dynamics and are doing everything in their powers to navigate through these treacherous waters via differentiated product/service offerings or unique business strategy approaches. Domo and Rezolve AI are both taking a strategic partner ecosystem approach to drive forward the go-to-market sales & marketing engine momentum.”

And, “As per Docebo, the company is taking advantage of a cost-conscious IT spending environment by assisting customers to consolidate and upgrade their learning management system (LMS) tools, while realizing lower total cost of ownership (TCO) simultaneously.”

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