EPAM's Strategic Focus on AI-Native Transformation
EPAM emphasizes its positioning as an AI-native transformation company, with double-digit growth in AI-native revenue, driven by high client adoption of AI initiatives beyond experimental phases.
The company has developed proprietary platforms like DIAL and AI/RUN, enabling clients to deploy AI at scale without proprietary lock-in, fostering enterprise-wide AI integration.
Management highlights that AI embedding increases complexity, driving demand for their end-to-end AI-optimized execution, organizational enablement, and transformational services.
Expansion of Exposure Management Platform and AI Integration Post-Apex Acquisition
Tenable's exposure management platform, Tenable One, now accounts for 40% of total new sales, with a focus on unifying visibility, insight, and action.
The recent acquisition of Apex Security, closed on June 6, enhances AI-aware and AI security posture management capabilities, securing the rapidly expanding AI attack surface.
AI integration is a strategic focus, with Apex's capabilities accelerating AI security, including monitoring AI prompts, vulnerabilities, and data configurations.
Management emphasizes embedding AI into the platform for comprehensive AI security, with early signs of strong customer demand and pipeline growth.
AI Governance and Agentic AI Capabilities Expansion
AvePoint expanded its Agentic AI governance capabilities to secure AI agents like Microsoft 365 Copilot, including prompt tracking, access controls, and policy enforcement, driven by customer needs for large-scale Copilot rollouts.
The company is working closely with major clients to mitigate oversharing and compliance risks associated with AI-generated content, positioning itself as a leader in AI governance.
Management highlighted that AI-related governance is a key growth area, with the potential for continued expansion as AI adoption accelerates across enterprises.
TJ Jiang emphasized that AI governance is still in early stages, with up to 80% of companies deploying some form of AI, indicating significant growth potential in this space.
AI and Data Center Opportunities in Semiconductor Portfolio
Microchip has secured design wins in data center infrastructure, including AI acceleration, storage, and network infrastructure, with tier 1 cloud providers and enterprise leaders.
Rich Simoncic highlighted advancements in AI coding assistants, which improve customer productivity by up to 40%, with a new AI agent feature to be released in September 2025.
The company is expanding its connectivity, storage, and compute offerings for AI and data center applications, including intelligent power modules for AI at the edge.
Security enhancements include embedded controllers with post-quantum cryptography support, complying with NSA mandates and standards like CNSA 2.0 and European Cyber Resiliency Act.
ServiceNow's Leadership in Enterprise AI and Agentic AI Platform
ServiceNow's platform is at the forefront of enterprise AI, with a focus on agentic AI transforming business models.
The company emphasizes its unique position as an enterprise AI platform that integrates any data source, LLM, and system, managing all agents through the AI Control Tower.
Bill McDermott highlights the platform's ability to manage 1 trillion transactions and $65 billion workflows, positioning ServiceNow as the 'extensible AI operating system for the agentic enterprise.'
The company has already surpassed initial expectations for AI Control Tower net new ACV and is deploying new AI programs like NowNext AI to accelerate customer adoption.
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