Dafinchi AI

Technology

Broadridge's distributed ledger repo platform is the largest for tokenized assets globally, with daily trading volumes exceeding $200 billion in June, nearly 5x larger than any other platform.
The platform's growth is driven by momentum in speeding settlement times and reducing liquidity requirements across asset classes.
The company has signed 8 new clients for its distributed ledger repo platform in FY '28, including Tier 1 banks, with volumes expected to rise to $200 billion, indicating significant long-term potential.

CDW

Technology

CDW delivered 10% net sales growth to $6 billion, with strong performance in commercial, healthcare, UK, and Canada.
Full stack, full life cycle solutions contributed to the growth, emphasizing the strategic advantage of diversified product and service offerings.
Customer focus on must-do priorities, such as client devices and mission-critical infrastructure, was key to exceeding expectations.

CFLT

Technology

Large customers' optimization efforts have led to consumption growth below prior years' levels.
An AI-native customer is shifting towards self-management, reducing their cloud usage, which is expected to dampen Q4 cloud revenue growth by low single digits.
Despite short-term headwinds, the company remains confident in long-term growth, with a 31% increase in RPO indicating deeper customer commitments.

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