Dafinchi AI

Autodesk, Inc.

ADSK

2026 Q2

Technology

Autodesk's Strategic Focus on AI and Industry Cloud Convergence

Autodesk is heavily investing in AI, with projects like Project Bernini, a generative AI model for 3D design, aiming to redefine software paradigms.
The company is building industry-specific foundation models that will enable adaptive, context-aware AI-driven CAD engines, moving beyond traditional rule-based systems.
Autodesk's AI initiatives include creating a new IP moat around proprietary models, which will be useful both internally and for third-party developers.
The convergence of design and make in the cloud, supported by industry clouds and AI, is a core strategic priority, with examples in construction, manufacturing, and infrastructure.
Autodesk plans to enable customers to build their own AI models trained on their data, fostering differentiation and competitive advantage.
The company sees AI as a means to eliminate repetitive work and rework, significantly increasing project efficiency across the entire project lifecycle.

Zscaler, Inc.

2025 Q4

Technology

Rapid Growth in AI Security and Emerging Threats

AI and ML transactions on Zscaler's cloud increased by 3500% in the past year, highlighting explosive growth in AI traffic.
The rise in AI adoption has introduced new security challenges such as model jailbreaking, prompt injection, and model poisoning.
Zscaler launched AI Guard to secure AI applications and access, which is currently being tested by large customers.
Management emphasized the importance of securing AI workloads and enabling safe agent-to-agent communication as a key future focus.

Autodesk, Inc.

ADSK

2026 Q2

Technology

Revenue Growth Exceeding Guidance

Above guidance

17% year-over-year revenue growth

Revenue and non-GAAP earnings per share topped the higher end of our guidance ranges, with revenue growing 17% as reported and 18% in constant currency.

Credo Technology Group Holding Ltd

CRDO

2026 Q1

Technology

Credo's Rapid Growth in AI-Driven Connectivity Solutions

Credo achieved a 274% year-over-year revenue increase in Q1 2026, driven by surging demand for AI infrastructure connectivity solutions.
The company’s AEC product line experienced robust growth, with multiple hyperscalers contributing over 10% of revenue each.
Credo's innovative system-level approach and purpose-built technology have positioned it as a leader in the active electrical cable (AEC) market.
Demand for high-speed data rates up to 1.6 terabits per second is accelerating, supporting next-generation AI clusters and data center architectures.
The company’s strategic partnerships and diversified customer base are fueling its expansion into new markets and protocols.
Management emphasized the importance of their unique SerDes technology and integrated system design as key competitive advantages.

UiPath Inc.

PATH

2026 Q2

Technology

UiPath's Rapid Adoption of AgenTiQ Platform and Customer Momentum

UiPath launched its AgenTiQ platform in May 2026, and currently has 450 active customers building agents for production deployment.
Customers like Voya Financial and a Fortune 15 tech company are expanding their automation initiatives using AgenTiQ, indicating strong market acceptance.
AgenTiQ's capabilities are increasing deal sizes faster than traditional RPA, with significant deals driven by its combination with orchestration and API automation.
The platform is deepening customer engagement and opening new opportunities, especially in complex enterprise environments like SAP transformations.
UiPath is monetizing AgenTiQ through a consumption-based model, which aligns well with customer needs for flexible, predictable pricing.
The company expects AgenTiQ to contribute meaningfully to revenue in FY 2027, although it is still early in adoption.

C3.ai, Inc.

2026 Q1

Technology

Leadership Restructuring and Impact on Sales Execution

The company underwent a significant restructuring of its sales and service organizations in Q1 2026, including new leadership appointments across global regions.
CEO Tom Siebel acknowledged that his limited involvement due to health issues contributed to poor sales execution and a challenging quarter.
A new Chief Executive Officer, Stephen Ehigian, was appointed to bring fresh leadership and drive growth, with a focus on accelerating market penetration.
Management emphasized that the restructuring aims to create a more seamless customer experience and improve resource coordination.
Siebel committed to actively supporting the new leadership team to ensure a smooth transition and improved sales performance.

Broadcom Inc.

AVGO

2025 Q3

Technology

Broadcom's Strategic Focus on AI-Enabled Private Cloud Adoption

Management discussed the broad adoption of VMware Cloud Foundation by over 90% of enterprise customers.
The focus is on enabling customers to deploy private clouds on-premises, expanding their IT footprint with VCF.
The company aims to create value through private cloud deployment, security, disaster recovery, and AI workloads.
Broadcom recognizes that commoditization of hardware in private clouds reduces costs but requires skill sets for operation.
The ongoing work involves helping customers expand their private cloud footprint and adopt advanced services.

C3.ai, Inc.

2026 Q1

Technology

Financial Performance Summary

Cash, cash equivalents, and marketable securities totaled $711.9 million at quarter end.
Net cash used in operating activities was $33.5 million; free cash flow was negative $34.3 million.
Non-GAAP gross profit was $36.3 million with a gross margin of 52%, down due to higher IPD costs and lower economies of scale.
Non-GAAP operating loss was $57.8 million; net loss was $49.8 million or $0.37 per share.
Professional services revenue was $10 million, with $8.7 million from engineering services, representing 14% of total revenue.
Revenue from demonstration software licenses was $17.9 million, down sequentially by $15.9 million.
Subscription revenue was $60.3 million, representing 86% of total revenue.
Total revenue for Q1 2026 was $70.3 million, down 19% year-over-year.

NVIDIA Corporation

NVDA

2026 Q2

Technology

1mo

NVIDIA's Blackwell Platform Achieves Record Growth and Production Ramp

NVIDIA's Blackwell platform reached record levels, growing sequentially by 17% in Q2 2026.
Production shipments of GB300 began in Q2, with full-scale production now underway at approximately 1,000 racks per week.
Blackwell Ultra generated tens of billions in revenue, setting a new standard for AI inference performance.
The transition to GB300 architecture was seamless for cloud providers, enabling rapid deployment and scaling.
Blackwell's NVLink 72 system offers an order of magnitude improvement in speed and energy efficiency, revolutionizing reasoning AI.
Management expressed strong confidence that Blackwell will be a key driver of future growth and industry leadership.

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NVIDIA's Blackwell Platform Achieves Record Growth and Production Ramp