Dafinchi AI

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.

Ciena Corporation

CIEN

2025 Q3

Technology

Q3 Revenue Exceeds Guidance

$1.22 billion

Q3 2025 revenue was $1.22 billion, above the top end of our guidance, demonstrating strong demand and execution.

Ciena Corporation

CIEN

2025 Q3

Technology

Financial Performance Summary

Adjusted EPS was $0.67, up 60% sequentially and 91% year over year, demonstrating strong operating leverage.
Adjusted gross margin was 41.9%, 90 basis points above guidance, driven by sales of previously reserved material and lower tariff impacts.
Adjusted net income was $96 million; adjusted EBITDA was $158 million or 13% of revenue.
Adjusted operating expense was $380 million, higher due to incentive compensation linked to strong order performance.
Adjusted operating margin improved 270 basis points year over year to 10.7%.
Ended the quarter with $1.4 billion in cash and investments; repurchased 1 million shares for $81.8 million in Q3, totaling $245 million year-to-date.
Generated $174 million in cash from operations with a free cash flow margin of 11%.
Q3 2025 revenue was $1.22 billion, exceeding the top end of guidance, up 8% sequentially and nearly 30% year over year.

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

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.

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.

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.

Dell Technologies Inc.

DELL

2026 Q2

Technology

Dell's Record AI Shipments and Growing Backlog

Dell achieved record AI shipments of $8.2 billion in Q2 2026, surpassing all previous quarters.
The company booked $5.6 billion in AI orders during the quarter, indicating strong demand and a substantial pipeline.
Dell's AI backlog stands at $11.7 billion, with the pipeline growing sequentially and exceeding the current backlog.
Demand for AI servers is driven by enterprise and sovereign markets, with a growing interest in NVIDIA RTX Pro 6000 AI Factory solutions.
Dell shipped more AI servers in the first half of 2026 than in all of 2025, highlighting accelerated deployment.
The company is confident in its capacity to convert its large AI pipeline into incremental orders, aiming to surpass the $20 billion shipment target.

Broadcom Inc.

AVGO

2025 Q3

Technology

Financial Performance Summary

AI semiconductor revenue was $5.2 billion, up 63% year over year, marking 10 consecutive quarters of robust growth.
Free cash flow was $7 billion, representing 44% of revenue, with capital expenditures of $142 million.
Gross margin was 78.4%, better than guided, supported by higher software revenue and semiconductor product mix.
Infrastructure Software revenue was $6.8 billion, up 17% year over year, with a 77% operating margin reflecting VMware integration completion.
Inventory increased 8% sequentially to $2.2 billion, with days of inventory at 66 days, reflecting anticipation of revenue growth next quarter.
Q3 consolidated adjusted EBITDA was a record $10.7 billion, up 30% year over year, representing 67% of revenue, exceeding guidance.
Q3 total revenue reached a record $16 billion, up 22% year over year, driven by strong AI semiconductor and VMware growth.
Semiconductor Solutions segment revenue was $9.2 billion, growing 26% year over year, with a 57% operating margin.

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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