Dafinchi AI

LiveRamp Holdings, Inc.

RAMP

Technology

1w

LiveRamp's Data Collaboration Network and Sales Momentum

LiveRamp's data collaboration network is experiencing strong sales momentum, with above-average pipeline conversion, shorter sales cycles, and larger deal sizes in Q1.
The momentum is driven by solutions like Cross-Media Intelligence, Commerce Media Networks, and CTV, which are gaining traction among high-profile customers.
Cross-Media Intelligence, launched in Q1, is surpassing expectations by connecting ecosystem participants with privacy-preserving data sharing and interoperability across cloud environments.
Commerce Media Networks remain a key growth driver, with clients like Walgreens and a leading U.S. department store leveraging the technology for ad personalization and insights.
Partnerships with airlines, casinos, automotive, and real estate sectors are expanding, with a focus on establishing more industry-specific networks.
The momentum is validated by independent reports from Forrester and IDC, highlighting ROI and leadership in data clean room technology.

DoubleVerify Holdings, Inc.

DV

Technology

1w

Strong 21% Revenue Growth Driven by Existing and New Advertisers

Revenue increased 21% year-over-year to $189 million, surpassing guidance.
Growth was broad-based across activation, measurement, and supply side.
One-third of first-half revenue growth came from new advertisers, with major enterprise clients scaling meaningfully.

HLIT

Technology

2w

Accelerated Adoption of Unified DOCSIS 4.0 and Industry Milestones

Harmonic's Unified DOCSIS 4.0 solution is rapidly moving towards real-world deployment, with volume shipments of unified RPDs and early field trials of the RF front-end tray.
Demonstrated a 14 Gbps throughput milestone at CableLabs Interop, exceeding the 10 Gbps fiber-to-the-home speeds, reinforcing the technological leadership in broadband performance.
Mediacom has been announced as a customer for DOCSIS 4.0, with deployment strategies shared, indicating tangible progress and industry validation.
Progress on ecosystem readiness, including interop activities and partnerships, with ongoing testing in customer labs and field trials planned for Q4.

SBGI

Technology

1w

Regulatory Deregulation and Industry Impact

The FCC's review of spectrum policies, including the sunset of the 1.0 spectrum, is seen as a positive tailwind for Sinclair's NEXTGEN data distribution business.
Sinclair supports a review of network affiliate relationships, emphasizing the importance of local broadcasters' independence and the potential for regulatory changes to enhance local journalism.
The company expects these regulatory tailwinds to accelerate industry consolidation and growth, with Sinclair positioned to benefit from increased ownership and operational flexibility.

Gannett Co., Inc.

GCI

Technology

2w

Gannett's Strategic AI Content Licensing Agreement with Perplexity

Gannett announced a strategic licensing agreement with Perplexity, an AI-powered answer engine, which includes licensing fees and advertising revenue sharing.
This deal integrates USA TODAY's trusted journalism into Perplexity's AI search experiences, highlighting a focus on AI-driven content monetization.
The agreement exemplifies Gannett's leadership in embracing transformative AI technology while valuing quality journalism.
Early performance of the AI partnership has exceeded expectations, with plans to expand the beta to more users and increase engagement.

TechTarget, Inc.

TTGT

Technology

6d

Strategic Focus on Large Customer Relationships and Market Share

The company is prioritizing relationships with the top 200 customers, representing about 50% of the $20 billion addressable market.
Significant investment is being directed towards these large customers through marketing, sales, customer success, and product management.
This strategic focus aims to leverage the broad scale requirements of major clients to maximize growth and market share.
Encouraging year-on-year growth has been observed in this segment, supporting the company's market strategy.

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.

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.

SmartRent, Inc.

SMRT

Technology

1w

Strategic Shift Away from Bulk Hardware Sales

The move away from bulk hardware sales is part of a broader effort to align revenue with customer buying cycles, which should benefit revenue predictability starting in 2026.
This transition has caused a temporary decline in hardware margins but is expected to improve overall margin profile as SaaS and recurring revenues grow.
The company booked over 24,000 new units in Q2, the highest in over a year, indicating early positive traction from the new sales approach.

Cisco Systems, Inc.

CSCO

Technology

4d

Record AI Infrastructure Orders from Webscale Customers Exceed $2 Billion in FY '25

The AI infrastructure orders have translated into approximately $1 billion in revenue during FY '25.
Cisco expects the AI orders to contribute to revenue growth in FY '26, with a growing pipeline in the hundreds of millions.
Webscale customers are deploying Cisco's Silicon One, optics, and optical systems for AI training infrastructure.
The company is actively working on developing solutions for AI inference and enterprise cloud deployments.
Cisco's strategy includes expanding partnerships and integrations, such as with NVIDIA, to support AI demands.