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.
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.
AI-Driven Platform Kokai and Performance Improvements
Kokai, the company's most significant platform upgrade, leverages advanced AI technology called Koa to enhance ad campaign performance.
Clients adopting Kokai have seen a 43% improvement in audience targeting (Samsung in Europe) and a 73% reduction in cost per acquisition (Cashrewards in Asia).
Overall, campaigns in Kokai are outperforming legacy campaigns by more than 20 points on key KPIs, with about 75% of client spend now running through Kokai.
Management expects full adoption of Kokai by all clients by the end of 2025, emphasizing its central role in future growth.
The company has developed distributed AI systems that enable rapid iteration and innovation, with plans to expand AI capabilities to real-time, agentic campaign management.
Gartner emphasizes AI as the highest demand area, with rollout of AskGartner, an AI-powered insights tool, expected to be completed for all licensed users by year-end.
AI is also used internally, with over 50 applications to improve associate productivity and effectiveness.
Management views AI as a key to reaccelerating growth and improving operational efficiency, with early promising results but long-term impact still uncertain.
PTC's Strategic Focus on Product Data Foundations and AI-Driven Transformation
Neil Barua emphasized the importance of product data foundations as the backbone of AI-driven transformation, with progress across CAD, PLM, ALM, and SLM.
The company released Creo 12 with AI-driven generative design, Arena Supply Chain Intelligence, and other AI-enhanced solutions.
Partnerships with NVIDIA and the convergence of physical AI highlight PTC's role in integrating AI with physical product data.
Insight's Recognition as a Visionary in Generative AI Consulting by Gartner
Insight was named a visionary in Gartner's inaugural innovation guide for generative AI consulting and implementation services, highlighting its emerging strength as an AI-first solutions integrator.
This recognition underscores the company's innovation-first mindset and strategic focus on AI, positioning it as a leader in the rapidly evolving generative AI space.
ASGN launched the AI Innovation Center to enhance innovation, optimize resources, and promote AI-driven growth, featuring development environments, a repository of IP, best practices, and technology evaluation.
The center develops solution accelerators, such as financial agents, code discovery tools, network security assistants, and AWS Agentic AI tools, to solve specific business problems and deploy cost-effective solutions.
AI University provides upskilling resources for sales and technical teams, fostering continuous innovation and relevance in AI advancements.
Management emphasizes that AI investments are integrated into the company's broader strategy to build proprietary IP and support long-term growth, with a focus on account and deal-specific IP development.
Dafinchi