Dafinchi AI

Unity Software Inc.

U

Technology

1w

Unity Vector's Early Success and Future Potential

Unity Vector exceeded expectations at this early stage, with ongoing improvements expected to provide lifts for years.
Vector's deployment across Unity Ad Network in May marked a significant inflection point, with continued enhancements and learning capabilities.
Management emphasized the long-term transformative potential of Vector, with benefits expected to extend into 2026 and beyond.
Vector's modular design allows for gradual integration into other ad products, with ongoing investments in AI capabilities.

EPAM Systems, Inc.

EPAM

Technology

1w

EPAM's Strategic Focus on AI-Native Transformation

EPAM emphasizes its positioning as an AI-native transformation company, with double-digit growth in AI-native revenue, driven by high client adoption of AI initiatives beyond experimental phases.
The company has developed proprietary platforms like DIAL and AI/RUN, enabling clients to deploy AI at scale without proprietary lock-in, fostering enterprise-wide AI integration.
Management highlights that AI embedding increases complexity, driving demand for their end-to-end AI-optimized execution, organizational enablement, and transformational services.

Gen Digital Inc.

GEN

Technology

1w

Market and Competitive Positioning in a Rapidly Evolving Digital Ecosystem

Gen operates across two synergistic segments with diversified brands, enabling faster customer-centric innovation.
The company’s unified go-to-market model and AI strategy strengthen its competitive position.
Management emphasized the importance of trust, control, and personalized protection in a market with rising cyber threats and financial risks.
The company’s expanding ecosystem, including embedded partner offerings, enhances monetization and customer engagement.
Gen aims to lead in digital trust and financial empowerment, leveraging its scale, innovation, and strategic partnerships.

AVPT

Technology

1w

AI Governance and Agentic AI Capabilities Expansion

AvePoint expanded its Agentic AI governance capabilities to secure AI agents like Microsoft 365 Copilot, including prompt tracking, access controls, and policy enforcement, driven by customer needs for large-scale Copilot rollouts.
The company is working closely with major clients to mitigate oversharing and compliance risks associated with AI-generated content, positioning itself as a leader in AI governance.
Management highlighted that AI-related governance is a key growth area, with the potential for continued expansion as AI adoption accelerates across enterprises.
TJ Jiang emphasized that AI governance is still in early stages, with up to 80% of companies deploying some form of AI, indicating significant growth potential in this space.

DoubleVerify Holdings, Inc.

DV

Technology

1w

Strong 21% Revenue Growth Driven by Existing and New Advertisers

Revenue increased 21% year-over-year to $189 million, surpassing guidance.
Growth was broad-based across activation, measurement, and supply side.
One-third of first-half revenue growth came from new advertisers, with major enterprise clients scaling meaningfully.

AppLovin Corporation

APP

Technology

1w

Launch of AXON Ads Manager and International Expansion Strategy

AppLovin announced the quiet launch of its new AXON ads manager, a self-service portal designed to enable automated workflows and reduce friction for advertisers.
The company plans to open AXON to most major international markets on October 1, 2025, marking a significant step in global expansion.
Management highlighted that the platform's benefits include direct control for advertisers, credit card billing, and deep integrations with attribution providers.
Feedback from initial partners will guide the global public launch in the first half of 2026, with a focus on broadening access and increasing advertiser base.
The launch is timed to coincide with the holiday season, aiming to capitalize on increased advertising demand during this period.
This strategic move aims to help any business of any size grow profitably worldwide, leveraging AppLovin's large user base and advanced technology.

Ultra Clean Holdings, Inc.

UCTT

Technology

2w

Strategic Focus on New Product Introduction and Customer Qualification

The company is actively working on new product introduction (NPI) and component qualifications with major customers, aiming to enhance margins and support future growth.
Recent awards in the Czech Republic are expected to generate incremental revenue in Q4, indicating a focus on expanding manufacturing footprint.
Fluid Solutions components are being integrated into existing subsystems, which will not increase revenue but will improve margin profiles starting early 2026.
Strategic alignment between product and Fluid Solutions groups is aimed at prioritizing customer qualifications, which will support new business and margin improvements.
The company is investing in final system integrations, including SAP implementation, to streamline operations and improve efficiency across acquired units.
These initiatives are designed to capture additional value and operational alignment, supporting long-term competitiveness.

The Hackett Group, Inc.

HCKT

Technology

1w

Breakthrough AI Platform Enhancements and Strategic Partnerships

Development of AI XPLR version 4 with proprietary solution language model and Hackett performance IP.
Integration of ZBrain Gen AI platform for orchestrating complex workflows.
Partnership with Celonis to incorporate process intelligence into AI solutions, accelerating client value realization.
Market expansion opportunities through joint offerings and channel growth.
Management's emphasis on innovation and differentiation in the rapidly growing Gen AI space.

XPER

Technology

1w

Progress and Challenges in TiVo One Ad Platform Expansion

The company has built a cross-screen advertising platform connecting smart TVs and IPTV set-top boxes, supporting monetization through ad-supported viewing, data, and engagement.
As of Q2 2025, the platform has 3.7 million monthly active users, nearing the 5 million goal for 2025, with 9 of 10 targeted partners signed.
Recent partnerships with Wurl, Kargo, and FreeWheel are expected to increase scale and attract more advertisers, with a focus on expanding inventory and viewership data.
The company aims to reach $10 of annual revenue per user by year-end, with advertising revenue already recognized as the footprint grows.
Differentiators include a best-in-class OS, independent platform not competing with TV partners, revenue sharing, and lower-cost hardware solutions.