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Planet Labs PBC

PL

Technology

2w

Rapid Expansion of Satellite Fleet and Launch Success

Planet Labs successfully launched 2 high-resolution Pelican satellites into orbit within a 2-week period, marking a significant milestone in their satellite deployment program.
The company now has 4 Pelican satellites in orbit, with multiple launches scheduled for the upcoming year, demonstrating aggressive growth in their satellite constellation.
The production line for Pelican satellites is fully ramped, enabling rapid scaling and quick deployment to meet market demand.
The successful commissioning of new satellites underscores Planet Labs' ability to quickly operationalize new assets, a competitive advantage in the space industry.
This rapid expansion supports the company's strategic focus on providing high revisit rates and capacity for satellite services, especially in defense and intelligence markets.

PagerDuty, Inc.

PD

Technology

3w

Growth and Strategic Focus on Customer Retention and Expansion

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.

Photronics, Inc.

PLAB

Technology

1mo

Photronics' US Expansion and Advanced Capabilities Investment Strategy

Photronics is expanding its cleaning facility in Texas to support increased demand for U.S. midrange nodes, reflecting a strategic shift towards geographic diversification.
The company is elevating its leading-edge production capabilities in Idaho with a new multi-beam mask writer to serve high-end semiconductor markets.
These US projects align with broader industry trends of reshoring semiconductor manufacturing to the United States, positioning Photronics to benefit from this reshoring movement.
Management emphasized leveraging a strong balance sheet to reinvest in capacity and technology, aiming to drive future revenue and earnings growth.
The US expansion and advanced capability investments are part of a multi-year strategic plan, with CapEx expected to remain elevated for about three years due to end-of-life tool replacements and new technology rollouts.

ASAN

Technology

3w

AI Studio's Rapid Adoption and Customer Impact

AI Studio's ARR more than doubled quarter over quarter, indicating strong customer interest and engagement.
Customers like Morningstar and iDo reported significant time savings, such as 15,000 person-hours annually and 12 hours per month per consultant.
Expansion of AI Studio use cases within existing accounts is leading to increased workflows and deeper integration into customer operations.
The launch of AI Studio Plus for self-serve has accelerated customer onboarding and adoption, with early users exceeding their limits quickly.

Photronics, Inc.

PLAB

Technology

1mo

Financial Performance Summary

Cash and short-term investments increased to $576 million, including $397 million in joint ventures.
Flat Panel Display (FPD) revenue grew 14% year-over-year to $63 million, driven by strong demand in Korea and China.
Gross margin was 34%, above expectations, and operating margin was 23%, exceeding guidance.
Integrated Circuits (IC) revenue was $148 million, down 5% year-over-year, with high-end IC revenue up 8%.
Non-GAAP diluted EPS was $0.51, well ahead of guidance; GAAP EPS was $0.39 per share.
Operating cash flow was $15 million, representing 24% of revenue; CapEx was $25 million for the quarter.
Photronics reported Q3 2025 revenue of $210 million, flat year-over-year and sequentially, exceeding expectations.
Stock repurchases totaled $21 million in Q3, with $97 million year-to-date repurchases and $28 million remaining authorization.

SentinelOne, Inc.

S

Technology

4w

SentinelOne's Record Total ARR Surpasses $1 Billion Milestone

The milestone positions SentinelOne as a leading player in the cybersecurity industry, especially in AI-native security solutions.
The company’s focus on unifying security, data, and automation through AI has been instrumental in achieving this growth.

Credo Technology Group Holding Ltd

CRDO

Technology

3w

Credo's Rapid Growth in AI-Driven Connectivity Solutions

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.

SNOW

Technology

1mo

Snowflake's Rapid Product Innovation and Platform Expansion

Snowflake launched approximately 250 new capabilities to general availability in the first half of 2026, demonstrating a rapid pace of innovation.
The company introduced new features across analytics, data engineering, AI, applications, and collaboration, outperforming expectations.
Snowflake's platform now supports open data formats like Apache Iceberg, with over 1,200 accounts using Iceberg, underscoring leadership in open standards.
The launch of Gen 2 Warehouse has delivered up to 2x faster performance, enhancing efficiency without increasing costs.
Snowflake's introduction of Postgres and OpenFlow expands its ecosystem, supporting critical workloads and data integration.
The company is actively integrating Spark via Snowpark Connect, enabling native Spark workloads on Snowflake, simplifying operations.