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.
AI-First Business Transformation and Client Impact
Grid Dynamics is aligning its entire business around an AI-first approach, infusing AI into go-to-market, service offerings, delivery, and talent management.
AI and Data contributed 23% to overall organic growth in H1 2025, growing nearly 3x faster than the overall business.
Clients are increasingly seeking AI-native partners to lead enterprise AI adoption, with measurable impacts such as over 5% conversion improvements from conversational commerce.
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.
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.
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.
Dafinchi