Dafinchi AI

Extreme Networks, Inc.

EXTR

Technology

1w

Extreme Platform 1 Launch and AI Integration

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.

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.

NABL

Technology

1w

Growth of N-able's Cyber Resilience Platform and Market Position

N-able surpassed $500 million in ARR, growing 14% year-over-year, highlighting strong market traction.
The platform's three pillars—endpoint management, security operations, and data protection—are central to its competitive advantage.
Management emphasized the platform's open ecosystem, which integrates with third-party tools, reducing vendor sprawl for customers.
The company is gaining wallet share, with ARR per device increasing as it expands across customer environments.
N-able's end-to-end platform is resonating in the market, differentiating from narrow point solution providers.
The platform's comprehensive approach is enabling the company to win large deals, including a nearly $200,000 ARR deal with a customer in M&A.

Tenable Holdings, Inc.

TENB

Technology

2w

Expansion of Exposure Management Platform and AI Integration Post-Apex Acquisition

Tenable's exposure management platform, Tenable One, now accounts for 40% of total new sales, with a focus on unifying visibility, insight, and action.
The recent acquisition of Apex Security, closed on June 6, enhances AI-aware and AI security posture management capabilities, securing the rapidly expanding AI attack surface.
AI integration is a strategic focus, with Apex's capabilities accelerating AI security, including monitoring AI prompts, vulnerabilities, and data configurations.
Management emphasizes embedding AI into the platform for comprehensive AI security, with early signs of strong customer demand and pipeline growth.

UDMY

Technology

2w

Udemy's Strategic Shift to AI-Powered Skill Acceleration Platform

Udemy is repositioning as a leading AI-powered skill platform, differentiating from traditional content providers.
Focus on integrating AI tools like assessment, labs, role play, and personalized coaching into the learning experience.
Early success with AI-driven products such as AI role play, in-course AI assistants, and AI-specific SKUs like AI readiness and growth packages.
Plans to embed AI deeply into the platform, enabling real-time, in-flow learning and skill demonstration.
Management emphasizes that this pivot creates a resilient platform less vulnerable to horizontal LLMs and enhances competitive differentiation.

BAND

Technology

2w

AI Voice Strategy and Platform Adoption

Bandwidth's investments in AI voice are translating into customer adoption, with new $1 million-plus multiyear deals.
Platforms like Maestro and AI Bridge are enabling enterprises to integrate AI voice into customer call flows.
Major clients in financial services, healthcare, and hospitality are leveraging these AI capabilities.
AI is not replacing voice but enriching it, potentially increasing revenue 3x to 4x per call through added services like transcription, fraud detection, and orchestration.
Every new enterprise win this quarter included Maestro, emphasizing its role as a core differentiator and revenue driver.

XPER

Technology

1w

Progress and Challenges in TiVo One Ad Platform Expansion

The company has built a cross-screen advertising platform connecting smart TVs and IPTV set-top boxes, supporting monetization through ad-supported viewing, data, and engagement.
As of Q2 2025, the platform has 3.7 million monthly active users, nearing the 5 million goal for 2025, with 9 of 10 targeted partners signed.
Recent partnerships with Wurl, Kargo, and FreeWheel are expected to increase scale and attract more advertisers, with a focus on expanding inventory and viewership data.
The company aims to reach $10 of annual revenue per user by year-end, with advertising revenue already recognized as the footprint grows.
Differentiators include a best-in-class OS, independent platform not competing with TV partners, revenue sharing, and lower-cost hardware solutions.

DDOG

Technology

1w

AI Native Customer Growth and Market Opportunity

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.

Cadence Design Systems, Inc.

CDNS

Technology

2w

Strategic Focus on AI-Driven Product Portfolio and Intelligent System Design

Cadence's ongoing execution of its intelligent system design strategy initiated in 2018, emphasizing unified EDA, IP, 3D-IC, PCB, and system analysis.
Strong demand driven by AI super cycle, including AI infrastructure, physical AI, and sciences AI.
Introduction of Millennium M2000 AI supercomputer with NVIDIA Blackwell, delivering up to 80x performance and 20x lower power, endorsed by customers like Ascendance, MediaTek, and Treeline Biosciences.