Dafinchi AI

SentinelOne, Inc.

2026 Q2

Technology

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.

Guidewire Software, Inc.

GWRE

2025 Q4

Technology

ARR Surpasses $1 Billion Milestone

N/A

$1.032 billion ARR

ARR in fiscal 2025 grew 19%, surpassing the $1 billion ARR milestone, reflecting strong cloud adoption and customer commitments.

Zscaler, Inc.

2025 Q4

Technology

Rapid Growth in AI Security and Emerging Threats

AI and ML transactions on Zscaler's cloud increased by 3500% in the past year, highlighting explosive growth in AI traffic.
The rise in AI adoption has introduced new security challenges such as model jailbreaking, prompt injection, and model poisoning.
Zscaler launched AI Guard to secure AI applications and access, which is currently being tested by large customers.
Management emphasized the importance of securing AI workloads and enabling safe agent-to-agent communication as a key future focus.

Zscaler, Inc.

2025 Q4

Technology

Annual Recurring Revenue Surpasses $3 Billion

$3 billion ARR

ARR increased about 22% year over year and surpassed $3 billion, making Zscaler one of only two pure-play SaaS security vendors to achieve this milestone.

Planet Labs PBC

2026 Q2

Technology

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.

2026 Q2

Technology

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.

CrowdStrike Holdings, Inc.

CRWD

2026 Q2

Technology

1mo

Record Q2 Net New ARR

$221 million

Record Q2 net new ARR of $221 million, double-digit millions ahead of expectations, showcasing accelerating net new ARR growth a quarter early.

Dell Technologies Inc.

DELL

2026 Q2

Technology

Record AI Server Shipments

$8.2 billion shipped in Q2

Dell shipped $8.2 billion of AI servers in Q2, surpassing all of last year's shipments in the first half of 2026 alone.

Salesforce, Inc.

CRM

2026 Q2

Technology

AI and Data Cloud ARR Growth

120%

$1.2 billion in Q2 ARR, up 120% year over year

Data Cloud and AI ARR continues to scale rapidly, reaching $1.2 billion in Q2 with 120% year-over-year growth.

SailPoint Technologies Holdings, Inc.

SAIL

2026 Q2

Technology

SailPoint's Market Leadership in Identity Governance and Security

SailPoint closed Q2 with $982 million in ARR, representing a 28% YoY increase, highlighting strong market demand for identity security.
The company manages over 125 million identities across 3,100 enterprise customers, demonstrating its scale and deep expertise in complex environments.
Leadership emphasizes their unique position as the only provider capable of elevating identity to a broader security role with confidence.
SailPoint's heritage in governance and its ability to unify identity, security, and data context set it apart from competitors.
The company is operating beyond traditional IGA, delivering an extensible platform that governs all identities, including AI and machine identities.
SailPoint's independent, enterprise-scale platform remains a key differentiator amid industry consolidation and bundling trends.

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