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.
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.
Strategic Focus on Platform Revenue Growth and Diversification
Roku's strategy to grow platform revenue has been in place for 18 months, focusing on diversification and execution.
Q2 platform revenue grew 18% YoY, driven by ad demand, new products like Roku Ads Manager, and acquisition of Frndly.
Management emphasizes that the strategy is starting to show results, with expectations of sustained double-digit growth and profitability improvements.
Dafinchi