Dafinchi AI

DOCN

Technology

DigitalOcean achieved its highest organic incremental ARR of $32 million since Q4 2022, marking the strongest growth in over three years.
This growth was driven by product innovation, new customer acquisition, and expansion in AI/ML workloads, with no unusual capacity additions or seasonal effects.

CVLT

Technology

Commvault's SaaS ARR soared 63% to $307 million, representing 60% growth in constant currency during Q1 2026.
The company surpassed 8,000 customers and is on track to exceed its $330 million ARR target ahead of schedule.
Q1 marked the best land and expand quarter ever, with significant wins including Honeywell, Equifax, and U-Haul.
The number of SaaS customers using two or more products increased by 45%, indicating strong cross-sell momentum.
Larger SaaS customers generating over $100,000 in ARR now constitute more than 30% of the SaaS base, demonstrating expansion among high-value clients.

CNDT

Technology

Work is underway on portfolio rationalization efforts, with some transactions in the marketing phase.
Management hopes to announce significant portfolio moves by the end of 2025.
Focus on improving the balance sheet, cash flow, and margins through divestitures and portfolio adjustments.

LAW

Technology

DISCO is targeting larger legal matters with higher wallet share, which is starting to pay off, as evidenced by growth in multi-terabyte matters.
The company highlighted a successful recovery of a 10-terabyte, 43 million document matter involving complex data recovery from corrupted and outdated systems.
Larger matters tend to last longer, providing better revenue predictability and expansion opportunities within existing large customers.

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