Bandwidth's investments in AI voice are translating into customer adoption, with new $1 million-plus multiyear deals.
Platforms like Maestro and AI Bridge are enabling enterprises to integrate AI voice into customer call flows.
Major clients in financial services, healthcare, and hospitality are leveraging these AI capabilities.
AI is not replacing voice but enriching it, potentially increasing revenue 3x to 4x per call through added services like transcription, fraud detection, and orchestration.
Every new enterprise win this quarter included Maestro, emphasizing its role as a core differentiator and revenue driver.
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.
Introduction of Procore Helix and AI-Driven Platform Innovations
Procore launched Procore Helix, an AI intelligence layer featuring Assist (formerly CoPilot), Agent Builder for custom workflow agents, and Developer Studio for cross-platform agent integration.
Out-of-the-box AI agents like daily log accountability and RFI agents are in limited release for large customers.
Management emphasized that these innovations are transforming workflows and positioning Procore at the forefront of construction industry digitalization.
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 Integration for User Experience and Operational Efficiency
DoorDash's engineering team is actively exploring large AI models to enhance search, recommendation systems, and personalization, aiming to improve user experience.
Management sees AI as a transformative technology that can reimagine product design, onboarding processes, and physical operations, with pragmatic benefits expected in the next 6-12 months.
AI is also being used to automate repetitive physical activities like inventory management and menu creation, increasing quality and fidelity.
Large language models are improving internal productivity, especially in coding, and are expected to be adopted across various functions to build a more efficient organization.
DoorDash's early recognition of AI's potential, similar to cloud computing's impact in 2013, positions it to leverage AI for both customer engagement and operational cost savings.
Dafinchi