The number of AI native customers is growing significantly, with over a dozen spending over $1 million annually and more than 80 spending over $100,000.
AI native cohort contributed 10 points of YoY revenue growth in Q2, up from 6 points last quarter and 2 points a year ago.
Management views AI as a long-term secular growth driver, with hundreds of customers in this cohort and rising interest in next-gen AI observability and analysis.
The company sees AI as a tailwind due to increased cloud consumption and is expanding AI integrations, GPU monitoring, LLM observability, and AI agent monitoring.
Datadog launched Bits AI security and noise, fully autonomous AI agents, and AI voice incident response, emphasizing their focus on AI-driven automation.
Management expects AI to introduce new complexity and observability challenges, which their products aim to address, including GPU and LLM monitoring.
The growth in AI native customers is seen as an indicator of broader AI adoption across industries, with the company preparing for a future where AI workloads are more prevalent.
Atlassian's AI-Driven Product Innovation and Momentum
Management emphasized the significant role of AI in product development, with over 2.3 million AI now users, up 50% from last quarter, indicating rapid adoption.
The launch of Team '25 and the Teamwork Collection has exceeded expectations, with major enterprise customers consolidating onto Atlassian's platform due to AI integration.
AI features are embedded at the core of Atlassian's platform, such as Rovo Dev CLI and GPT-5 collaborations, driving increased user engagement and collaboration.
Management highlighted ongoing R&D investments, including partnerships with OpenAI and Anthropic, to enhance AI capabilities and maintain competitive advantage.
Statistical evidence shows AI-driven features increase content creation and edits, e.g., 15% more pages created and 33% more edits in Confluence, demonstrating tangible productivity gains.
Cognizant's Strategic Focus on AI and Agentic AI as a Double Engine Transformation
Cognizant emphasizes AI-led opportunities as a core strategic focus, describing AI as a 'double engine transformation' for clients in productivity and innovation.
The company has laid out a 3-Vector AI strategy: hyper-productivity (Vector 1), industrializing AI (Vector 2), and agentifying the enterprise (Vector 3).
In Q2, AI projects in experimentation have gained momentum, with over 2,500 early GenAI client engagements, up from 1,400 in Q1.
Cognizant's AI research labs have accelerated the industrialization of agent-based systems, backed by 59 U.S. patents.
The company is actively helping clients scale AI adoption, with 97% of a key client base adopting AI, and 56% scaling GenAI.
Strategic initiatives include launching Cognizant Agent Foundry, Vibe Coding Week, and Cognizant AI Training Data Services, to embed AI into enterprise workflows and software development.
Management emphasizes that AI is transforming enterprise landscapes, with a focus on building IP on the edge, including small language models and tooling for AI deployment.
Introduction of Qualys' AI-Powered Risk Management Platform
Qualys announced the launch of a fully reimagined Agentic AI platform built on a unified fiber, designed to seamlessly manage cyber risk across multi-vendor environments.
The platform features autonomous AI agents that automate complex processes, adapt to customer environments, and are available in a marketplace for risk management, enabling rapid augmentation of security teams.
This innovation aims to reduce remediation time, increase accuracy, and lower costs, representing a significant leap in proactive cybersecurity automation.
Extreme Platform 1 became generally available, marking a milestone as the first conversational multimodal AI-powered networking platform in the industry.
Early customer feedback is positive, with West Suffolk NHS in the UK migrating in just 47 minutes, highlighting rapid deployment and operational efficiency.
The platform automates tasks, breaks down silos between networking and security, and offers industry-leading features like subsecond convergence, micro segmentation, and a customizable AI dashboard.
Industry analysts recognize the platform as 'at the leading edge' in AI for networking, emphasizing its sophistication and market relevance.
Customers see the platform as a way to simplify planning, deployment, and troubleshooting, reducing downtime and increasing ROI.
The platform's multimodal AI agents are expected to become integral members of IT teams, enhancing network management and security.
AI Infrastructure Investment and Ethical Certification
IAS is heavily investing in AI infrastructure to anticipate customer needs and drive demand in the AI landscape, with a focus on innovation and efficiency.
The company has achieved a significant milestone by receiving the first ethical AI certification from the Alliance for Audited Media, highlighting its commitment to responsible AI use.
Management emphasized that AI advancements, including faster labeling (29x speed increase) and processing (50 years of video content daily), position IAS as an industry leader in ethical and high-performance AI applications.
Impact of AI-Driven Features on Recruitment Efficiency and Market Position
ZipRecruiter introduced new AI-powered features in Q2 2025, including AI matching technology for SMBs and AI-driven candidate suggestions, which increased resume unlocking by 12%.
The company’s enterprise AI tools, such as ZipIntro, are rapidly increasing scheduled sessions by 90% quarter-over-quarter, indicating strong adoption and engagement.
Management believes AI features are helping streamline the hiring process, leading to faster connections between employers and job seekers, and expect continued investment in this area.
Despite widespread AI headlines, ZipRecruiter reports no significant disruption from AI in job posting volumes, with technology sector postings down only 5% year-over-year, indicating resilience.
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