Dafinchi AI

QLYS

Technology

1w

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.

ALIT

Technology

1w

Strategic Progress in AI and Automation Enhancing Client Retention

Alight is leveraging natural language interactive voice response to automate responses, reducing call volumes by 17% in H1 2025.
Significant advancements in AI are being made through collaborations with Microsoft and IBM to scale solutions and unlock data value.
AI-first culture is being developed internally to streamline processes and improve colleague experience.
These technological initiatives aim to improve ROI for clients, thereby supporting retention and growth.

Appian Corporation

APPN

Technology

1w

AI-Driven Business Transformation and Market Impact

Appian highlighted the significant role of AI in transforming their platform, providing data access, structure, guardrails, and tracking to enable AI to solve complex business problems.
The company reported a 25% upcharge on deals incorporating AI, indicating a premium for AI-enabled solutions.
Examples include AI automating supply chain logistics for a grocery retailer and accelerating customer request processing for a global asset management firm, demonstrating tangible business benefits.
Appian sees AI as a key growth driver, with pipeline expansion driven by AI's ability to create more value and open new industry opportunities.
Management emphasized that AI enhances their value proposition and pipeline more than just revenue, positioning AI as a strategic advantage.
The company believes AI will lower modernization costs and facilitate application translation, fueling industry growth in application modernization.

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.

Integral Ad Science Holding Corp.

IAS

Technology

1w

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.

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.

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.

Cloudflare, Inc.

NET

Technology

2w

Cloudflare's Strategic Positioning in the AI and Web Ecosystem

Cloudflare is positioning itself as a key enabler of the AI-driven web, with strategic partnerships with leading AI and publishing companies.
The company is developing new 'Act 4' products to power agentic transactions, emphasizing its role in the evolving AI and content ecosystem.
Cloudflare's infrastructure is uniquely suited to support the emerging agentic web, with capabilities to facilitate transactions between AI agents and content creators.

QUALCOMM Incorporated

QCOM

Technology

2w

Expansion into Data Center Market with Alphawave Acquisition

Qualcomm plans to acquire Alphawave IP Group plc for $2.4 billion, expected to close in Q1 2026.
The acquisition aims to enhance high-speed connectivity and compute technologies for data centers, AI, and data networking.
Qualcomm is developing NPU-based AI inference accelerators and custom SoCs for data center applications, targeting revenues starting in FY 2028.
Advanced discussions are ongoing with a leading hyperscaler, indicating strategic focus on large-scale enterprise customers.

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.