Dafinchi AI

Sprout Social, Inc.

SPT

Technology

1w

Strategic Acquisition of NewsWhip Enhances AI and Media Monitoring Capabilities

Sprout Social announced the acquisition of NewsWhip, a leader in AI-powered predictive media intelligence, for $55 million with potential $10 million earn-outs.
NewsWhip's technology provides real-time alerts, predictive analysis, and trend insights, which are critical for crisis management and brand monitoring.
The acquisition aims to integrate NewsWhip's AI-driven media monitoring with Sprout's existing social media management platform, enabling early crisis detection and comprehensive trend analysis.
NewsWhip's AI agents scan global news and social data, identifying trending stories before they peak, with over 70% of its large customers already leveraging these agents.
Paul Quigley, co-founder of NewsWhip, will become General Manager of Sprout's Listening business, overseeing both NewsWhip and Sprout's listening products.
The strategic rationale includes expanding into the mission-critical PR and crisis monitoring space, attracting new enterprise customers, and strengthening customer retention through sticky crisis management tools.

Sprout Social, Inc.

SPT

Technology

1w

Financial Performance Summary

Customers with ARR over $50,000 grew 18% year-over-year, and those over $10,000 grew 6%.
Non-GAAP free cash flow was $5.2 million, up 110% year-over-year and 4x on a trailing 12-month basis.
Non-GAAP operating income was $10.3 million, ahead of guidance and up from $5.3 million a year ago.
Non-GAAP operating margin expanded by nearly 400 basis points to 9.2%.
Remaining performance obligations (RPO) totaled $347 million, up 18% year-over-year but down sequentially from Q1.
Sprout Social reported Q2 2025 revenue of $111.8 million, a 12% year-over-year increase.
Subscription revenue grew 13% year-over-year to $111.1 million.

PROS Holdings, Inc.

PRO

Technology

2w

AI-Powered Solutions and Agentic AI Launch

Introduction of PROS AI agents unveiled at the Outperform conference, combining language models with proprietary numerical models.
Agents designed for goal-oriented execution across sales, pricing, rebates, and revenue management.
Currently in pilot phases, with customer testing expected in Q3, aiming to accelerate long-term growth and bring PROS value faster.
Emphasis on specialized intelligence acting as experienced team members, not just conversational agents.
Focus on expanding platform capabilities in AI agents, rebates, incentives, and platform extensibility.

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.

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.

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.

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.

HUBS

Technology

1w

AI-Driven Customer Support and Engagement

Over 4,000 customers have adopted HubSpot's Customer Agent, with resolution rates averaging 55%, up more than 5 points in one quarter.
Customer Agent has helped reduce response times by 17% and improved CSAT scores, exemplified by Youth on Course.
AI handles nearly half of support chats, demonstrating significant automation and efficiency gains.
Content Agent has supported over 12,000 customers in content creation, with some generating the majority of their content via AI.

Atlassian Corporation

TEAM

Technology

1w

Atlassian's AI-Driven Product Innovation and Momentum

Management emphasized the significant role of AI in product development, with over 2.3 million AI now users, up 50% from last quarter, indicating rapid adoption.
The launch of Team '25 and the Teamwork Collection has exceeded expectations, with major enterprise customers consolidating onto Atlassian's platform due to AI integration.
AI features are embedded at the core of Atlassian's platform, such as Rovo Dev CLI and GPT-5 collaborations, driving increased user engagement and collaboration.
Management highlighted ongoing R&D investments, including partnerships with OpenAI and Anthropic, to enhance AI capabilities and maintain competitive advantage.
Statistical evidence shows AI-driven features increase content creation and edits, e.g., 15% more pages created and 33% more edits in Confluence, demonstrating tangible productivity gains.

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.

ServiceNow, Inc.

NOW

Technology

3w

Financial Performance Summary

Current Remaining Performance Obligations (RPO) ended at approximately $23.9 billion, representing 25.5% year-over-year constant currency growth.
Free cash flow margin was 16.5%, up 3% year-over-year, with a strong balance sheet including $10.8 billion in cash and investments.
Operating margin was 29.5%, over 2.5 points above guidance, driven by top line outperformance and AI operational efficiencies.
Renewal rate remained robust at 98%, underscoring ServiceNow's strategic importance as an AI platform for business transformation.
ServiceNow reported Q2 subscription revenues of $3.113 billion, growing 21.5% year-over-year in constant currency, beating guidance by 200 basis points.
Strong growth was seen across industries, notably transportation and logistics (100%+ growth), technology, media and telecom (70%+ growth), retail and hospitality, and energy & utilities (50%+ growth).
The company closed 89 deals greater than $1 million in net new ACV, including 11 deals over $5 million, with 528 customers generating over $5 million in ACV.