Dafinchi AI

Cisco Systems, Inc.

CSCO

Technology

4d

Record AI Infrastructure Orders from Webscale Customers Exceed $2 Billion in FY '25

The AI infrastructure orders have translated into approximately $1 billion in revenue during FY '25.
Cisco expects the AI orders to contribute to revenue growth in FY '26, with a growing pipeline in the hundreds of millions.
Webscale customers are deploying Cisco's Silicon One, optics, and optical systems for AI training infrastructure.
The company is actively working on developing solutions for AI inference and enterprise cloud deployments.
Cisco's strategy includes expanding partnerships and integrations, such as with NVIDIA, to support AI demands.

ServiceNow, Inc.

NOW

Technology

3w

Financial Performance Summary

Current Remaining Performance Obligations (RPO) ended at approximately $23.9 billion, representing 25.5% year-over-year constant currency growth.
Free cash flow margin was 16.5%, up 3% year-over-year, with a strong balance sheet including $10.8 billion in cash and investments.
Operating margin was 29.5%, over 2.5 points above guidance, driven by top line outperformance and AI operational efficiencies.
Renewal rate remained robust at 98%, underscoring ServiceNow's strategic importance as an AI platform for business transformation.
ServiceNow reported Q2 subscription revenues of $3.113 billion, growing 21.5% year-over-year in constant currency, beating guidance by 200 basis points.
Strong growth was seen across industries, notably transportation and logistics (100%+ growth), technology, media and telecom (70%+ growth), retail and hospitality, and energy & utilities (50%+ growth).
The company closed 89 deals greater than $1 million in net new ACV, including 11 deals over $5 million, with 528 customers generating over $5 million in ACV.

Microsoft Corporation

MSFT

Technology

2w

Microsoft Cloud Revenue Surpasses $168 Billion with 23% Growth

Microsoft Cloud achieved a record $168 billion in annual revenue, up 23%.
Azure alone surpassed $75 billion, up 34%, driven by growth across all workloads.
Expansion of data center capacity with over 2 gigawatts of new capacity in the past 12 months, supporting AI infrastructure.
All Azure regions are now AI-first, supporting liquid cooling for enhanced efficiency.
Introduction of the Microsoft Sovereign Cloud to address data residency and sovereignty needs, spanning public and private cloud deployments.

DXC Technology Company

DXC

Technology

2w

DXC's Strategic Focus on AI and Generative AI Leadership Recognition

DXC is investing in talent, training over 50,000 GenAI-enabled engineers, and achieving AI readiness across 92% of technical teams.
Recognized by Gartner as an Emerging Leader in the Generative AI Market Quadrant, reflecting strong AI capabilities and strategic vision.
AI is integrated into core business processes, customer interactions, and internal operations, with examples including document automation, virtual assistance, and security threat intelligence.
AI solutions are seen as additive, not disruptive, with a focus on scalable, highly replicable frameworks that leverage industry knowledge and data readiness.

Teradata Corporation

TDC

Technology

1w

Teradata's Strategic Focus on Agentic AI and Hybrid Deployment Models

Teradata is heavily investing in agentic AI, emphasizing its role as a key growth driver in the company's strategy.
The company introduced AI factory, a solution enabling AI deployment in hybrid environments, both on-premises and in the cloud.
Teradata is leveraging partnerships with NVIDIA, ServiceNow, and Salesforce to enhance AI capabilities and ecosystem integration.
The company is focusing on building trusted, secure AI solutions for regulated industries and data sovereignty requirements.
Teradata's hybrid platform approach allows customers to deploy AI workloads flexibly across on-prem and cloud environments, addressing diverse needs.
The company sees AI workloads as a significant catalyst for migration and expansion, especially in hybrid data environments.

FIVN

Technology

2w

AI Momentum and Enterprise Adoption Accelerates Significantly

Enterprise AI bookings more than tripled year-over-year in Q2, with net new AI bookings doubling and installed base AI bookings quadrupling.
AI now represents over 20% of Enterprise ACV bookings, up from 10% of subscription revenue, indicating rapid growth and increasing market penetration.
Customers are achieving substantial ROI, including 80% reduction in abandonment rate and 50%+ increase in containment rate, demonstrating tangible value.

Integral Ad Science Holding Corp.

IAS

Technology

1w

Financial Performance Summary

Adjusted EBITDA rose 12% to $52 million at a 35% margin, ahead of prior outlook, with net income doubling to $16 million ($0.10 per share).
Gross margin was 77%, impacted by infrastructure investments and optimization growth costs, with expected improvement in H2 2025.
IAS reported a 16% increase in total revenue to $149 million in Q2 2025, driven by strong growth in optimization and publisher segments.
Measurement revenue increased 8% to $57 million, with social media revenue growing 22% and video measurement up 26%.
Operating cash flow was strong at $55 million, and the company paid off remaining long-term debt, maintaining $91 million in cash.
Optimization revenue grew 16% to $68 million, fueled by adoption of QSP across major DSPs including DV360 and Amazon DSP.
Publisher revenue surged 36% to $24 million, supported by expanding OEM partnerships and new customer onboarding.

SmartRent, Inc.

SMRT

Technology

1w

Strategic Shift Away from Bulk Hardware Sales

The move away from bulk hardware sales is part of a broader effort to align revenue with customer buying cycles, which should benefit revenue predictability starting in 2026.
This transition has caused a temporary decline in hardware margins but is expected to improve overall margin profile as SaaS and recurring revenues grow.
The company booked over 24,000 new units in Q2, the highest in over a year, indicating early positive traction from the new sales approach.