Dafinchi AI

NetScout Systems, Inc.

NTCT

Technology

1w

Strategic Focus on AI and Automation in Telecom Networks

NETSCOUT showcased its Omnis AI Insights Solution at the TM Forum's NeuroNOC Catalyst, demonstrating high-value network data driving closed-loop automation and self-healing of networks.
This validation highlights NETSCOUT's capability to support AI-driven operations in complex 5G environments, reinforcing its role as a technology partner for next-generation telecom transformation.
The demonstration underscores the company's focus on leveraging AI to enhance network reliability and efficiency, positioning it for future growth in AI-enabled network management.

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.

AVPT

Technology

1w

AI Governance and Agentic AI Capabilities Expansion

AvePoint expanded its Agentic AI governance capabilities to secure AI agents like Microsoft 365 Copilot, including prompt tracking, access controls, and policy enforcement, driven by customer needs for large-scale Copilot rollouts.
The company is working closely with major clients to mitigate oversharing and compliance risks associated with AI-generated content, positioning itself as a leader in AI governance.
Management highlighted that AI-related governance is a key growth area, with the potential for continued expansion as AI adoption accelerates across enterprises.
TJ Jiang emphasized that AI governance is still in early stages, with up to 80% of companies deploying some form of AI, indicating significant growth potential in this space.

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.

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.

EPAM Systems, Inc.

EPAM

Technology

1w

EPAM's Strategic Focus on AI-Native Transformation

EPAM emphasizes its positioning as an AI-native transformation company, with double-digit growth in AI-native revenue, driven by high client adoption of AI initiatives beyond experimental phases.
The company has developed proprietary platforms like DIAL and AI/RUN, enabling clients to deploy AI at scale without proprietary lock-in, fostering enterprise-wide AI integration.
Management highlights that AI embedding increases complexity, driving demand for their end-to-end AI-optimized execution, organizational enablement, and transformational services.

TRMB

Technology

1w

AI-Driven Data Insights and Industry Leadership

Trimble processed over 1.5 million drawings with AI since November 2024, saving significant manual effort.
Management emphasized the importance of data quality and quantity for AI success, highlighting their unique industry-specific data set.
The company is deploying AI across most functions, including engineering, marketing, and sales, to unlock efficiency and customer value.
AI content was about half of the recent biannual technology conference, indicating strategic focus.
Management is optimistic about AI's future impact, with early efforts in AI training and deployment across the organization.

Microchip Technology Incorporated

MCHP

Technology

1w

AI and Data Center Opportunities in Semiconductor Portfolio

Microchip has secured design wins in data center infrastructure, including AI acceleration, storage, and network infrastructure, with tier 1 cloud providers and enterprise leaders.
Rich Simoncic highlighted advancements in AI coding assistants, which improve customer productivity by up to 40%, with a new AI agent feature to be released in September 2025.
The company is expanding its connectivity, storage, and compute offerings for AI and data center applications, including intelligent power modules for AI at the edge.
Security enhancements include embedded controllers with post-quantum cryptography support, complying with NSA mandates and standards like CNSA 2.0 and European Cyber Resiliency Act.

ServiceNow, Inc.

NOW

Technology

3w

ServiceNow's Leadership in Enterprise AI and Agentic AI Platform

ServiceNow's platform is at the forefront of enterprise AI, with a focus on agentic AI transforming business models.
The company emphasizes its unique position as an enterprise AI platform that integrates any data source, LLM, and system, managing all agents through the AI Control Tower.
Bill McDermott highlights the platform's ability to manage 1 trillion transactions and $65 billion workflows, positioning ServiceNow as the 'extensible AI operating system for the agentic enterprise.'
The company has already surpassed initial expectations for AI Control Tower net new ACV and is deploying new AI programs like NowNext AI to accelerate customer adoption.