Expansion of Exposure Management Platform and AI Integration Post-Apex Acquisition
Tenable's exposure management platform, Tenable One, now accounts for 40% of total new sales, with a focus on unifying visibility, insight, and action.
The recent acquisition of Apex Security, closed on June 6, enhances AI-aware and AI security posture management capabilities, securing the rapidly expanding AI attack surface.
AI integration is a strategic focus, with Apex's capabilities accelerating AI security, including monitoring AI prompts, vulnerabilities, and data configurations.
Management emphasizes embedding AI into the platform for comprehensive AI security, with early signs of strong customer demand and pipeline growth.
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.
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.
Akamai's Cloud Infrastructure Services Portfolio and AI Market Opportunities
Akamai's cloud infrastructure services (CIS) revenue in Q2 was $71 million, growing at 30% year-over-year, driven by AI application deployments.
Management highlighted the strategic focus on AI-related solutions like Edge Workers and Linode-based compute and storage solutions.
The company introduced an AI gateway to address latency, security, and cost challenges of deploying large language models at scale.
AI gateway enables processing requests closer to users at the edge, improving speed, energy efficiency, and user experience.
Akamai's platform spans over 4,300 points of presence globally, supporting AI applications such as image classification, speech-to-text, chatbots, and inference engines.
Management emphasized the synergy between cloud computing, security, and delivery lines, with large contracts signed for AI-driven applications.
Dafinchi