Dafinchi AI

DOMO

Technology

Domo has shifted over 75% of its ARR to a consumption-based model within just two years, up from a negligible percentage.
The company reported a 108% NRR for customers who initially purchased on a consumption contract, indicating strong expansion potential.
Management highlighted that the consumption model enables easier expansion and higher retention, especially for new logo customers.
The transition to consumption has facilitated cross-selling and upselling, exemplified by a major customer expanding from 3 to all portfolio companies.
Consumption escalators are built into many multiyear contracts, providing a clear uplift mechanism as usage increases.
This strategic shift is supported by a broader ecosystem partnership approach, notably with CDWs and hyperscalers.

Technology

PagerDuty reported strong net new customer additions, nearly tripling the total in the first half of FY 2026.
Customers spending over $100,000 annually increased by 6% year over year, reaching 868 customers.
The company is focusing on improving retention through better account management and usage growth within existing customers.
Strategic initiatives include flexible licensing, product innovation, and customer success efforts to mitigate seat downgrades.
Management remains confident in long-term growth driven by customer expansion, AI adoption, and platform stickiness.

PATH

Technology

UiPath launched its AgenTiQ platform in May 2026, and currently has 450 active customers building agents for production deployment.
Customers like Voya Financial and a Fortune 15 tech company are expanding their automation initiatives using AgenTiQ, indicating strong market acceptance.
AgenTiQ's capabilities are increasing deal sizes faster than traditional RPA, with significant deals driven by its combination with orchestration and API automation.
The platform is deepening customer engagement and opening new opportunities, especially in complex enterprise environments like SAP transformations.
UiPath is monetizing AgenTiQ through a consumption-based model, which aligns well with customer needs for flexible, predictable pricing.
The company expects AgenTiQ to contribute meaningfully to revenue in FY 2027, although it is still early in adoption.

CRDO

Technology

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.

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