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ASAN

Technology

6d

AI Studio's Rapid Adoption and Customer Impact

AI Studio's ARR more than doubled quarter over quarter, indicating strong customer interest and engagement.
Customers like Morningstar and iDo reported significant time savings, such as 15,000 person-hours annually and 12 hours per month per consultant.
Expansion of AI Studio use cases within existing accounts is leading to increased workflows and deeper integration into customer operations.
The launch of AI Studio Plus for self-serve has accelerated customer onboarding and adoption, with early users exceeding their limits quickly.

AI

Technology

6d

Financial Performance Summary

Cash, cash equivalents, and marketable securities totaled $711.9 million at quarter end.
Net cash used in operating activities was $33.5 million; free cash flow was negative $34.3 million.
Non-GAAP gross profit was $36.3 million with a gross margin of 52%, down due to higher IPD costs and lower economies of scale.
Non-GAAP operating loss was $57.8 million; net loss was $49.8 million or $0.37 per share.
Professional services revenue was $10 million, with $8.7 million from engineering services, representing 14% of total revenue.
Revenue from demonstration software licenses was $17.9 million, down sequentially by $15.9 million.
Subscription revenue was $60.3 million, representing 86% of total revenue.
Total revenue for Q1 2026 was $70.3 million, down 19% year-over-year.

AI

Technology

6d

Leadership Restructuring and Impact on Sales Execution

The company underwent a significant restructuring of its sales and service organizations in Q1 2026, including new leadership appointments across global regions.
CEO Tom Siebel acknowledged that his limited involvement due to health issues contributed to poor sales execution and a challenging quarter.
A new Chief Executive Officer, Stephen Ehigian, was appointed to bring fresh leadership and drive growth, with a focus on accelerating market penetration.
Management emphasized that the restructuring aims to create a more seamless customer experience and improve resource coordination.
Siebel committed to actively supporting the new leadership team to ensure a smooth transition and improved sales performance.

NCNO

Technology

2w

AI-Driven Platform Differentiation and Customer Adoption Momentum

nCino's Banking Adviser AI platform has been purchased by over 80 customers, indicating strong early adoption and market interest.
Management emphasized that AI is now a universal topic in customer conversations, contributing to deal wins in the first half of 2026.
Banking Adviser is deeply integrated into workflows, understanding banking nuances, regulatory requirements, and processes, which differentiates it from generic AI solutions.
The company plans to roll out more sophisticated AI capabilities and agentic workflows next quarter, aiming to reimagine customer interactions.
Management highlighted that AI is a key factor in moving deals forward and is a catalyst for customers transitioning to new pricing frameworks.
They believe their AI moat, built over a decade, positions them as a global leader in AI banking, with a focus on regulatory compliance and data security.

PATH

Technology

5d

UiPath's Rapid Adoption of AgenTiQ Platform and Customer Momentum

UiPath launched its AgenTiQ platform in May 2026, and currently has 450 active customers building agents for production deployment.
Customers like Voya Financial and a Fortune 15 tech company are expanding their automation initiatives using AgenTiQ, indicating strong market acceptance.
AgenTiQ's capabilities are increasing deal sizes faster than traditional RPA, with significant deals driven by its combination with orchestration and API automation.
The platform is deepening customer engagement and opening new opportunities, especially in complex enterprise environments like SAP transformations.
UiPath is monetizing AgenTiQ through a consumption-based model, which aligns well with customer needs for flexible, predictable pricing.
The company expects AgenTiQ to contribute meaningfully to revenue in FY 2027, although it is still early in adoption.

WDAY

Technology

2w

Workday's Strategic Focus on AI and Platform Innovation

Workday emphasized its AI core, integrated into the platform, as a key driver of customer value and differentiation.
The company announced new AI products, including agents like talent optimization and contract intelligence, with over 75% of deals incorporating AI.
Workday's roadmap includes purpose-built AI solutions for HR and finance, with upcoming unveilings at Workday Rising.
The acquisition of Flowwise, a low-code platform for building AI agents, aims to turbocharge customer AI deployment at scale.
Workday's AI solutions have doubled in growth, with over 70% of core customers leveraging Workday Illuminate and 30% of sales including AI SKUs.

ADSK

Technology

1w

Autodesk's Strategic Focus on AI and Industry Cloud Convergence

Autodesk is heavily investing in AI, with projects like Project Bernini, a generative AI model for 3D design, aiming to redefine software paradigms.
The company is building industry-specific foundation models that will enable adaptive, context-aware AI-driven CAD engines, moving beyond traditional rule-based systems.
Autodesk's AI initiatives include creating a new IP moat around proprietary models, which will be useful both internally and for third-party developers.
The convergence of design and make in the cloud, supported by industry clouds and AI, is a core strategic priority, with examples in construction, manufacturing, and infrastructure.
Autodesk plans to enable customers to build their own AI models trained on their data, fostering differentiation and competitive advantage.
The company sees AI as a means to eliminate repetitive work and rework, significantly increasing project efficiency across the entire project lifecycle.

Cisco Systems, Inc.

CSCO

Technology

3w

Record AI Infrastructure Orders from Webscale Customers Exceed $2 Billion in FY '25

The AI infrastructure orders have translated into approximately $1 billion in revenue during FY '25.
Cisco expects the AI orders to contribute to revenue growth in FY '26, with a growing pipeline in the hundreds of millions.
Webscale customers are deploying Cisco's Silicon One, optics, and optical systems for AI training infrastructure.
The company is actively working on developing solutions for AI inference and enterprise cloud deployments.
Cisco's strategy includes expanding partnerships and integrations, such as with NVIDIA, to support AI demands.

Salesforce, Inc.

CRM

Technology

6d

Salesforce's Strategic Shift to Agentic Enterprise and AI Integration

Salesforce is positioning the 'agentic enterprise' as the next major evolution in business, integrating AI deeply into all products.
The company has rebuilt its entire product portfolio to be 'agentic,' emphasizing automation, collaboration, and data-driven decision-making.
CEO Marc Benioff highlighted that this transformation involves organizational restructuring, including a company-wide shift to support AI and agent-based workflows.
Salesforce's internal deployment of AI agents has already demonstrated significant efficiency gains, such as saving hundreds of hours for clients like DIRECTV.
The company plans to showcase these innovations at Dreamforce, emphasizing the strategic importance of AI and agentic capabilities for future growth.

Oracle Corporation

ORCL

Technology

23h

Oracle's Leadership in AI Inference Market and Data Security

Safra Catz emphasized Oracle's strategic focus on AI inference, projecting it to be larger than the training market.
Larry Ellison highlighted Oracle's unique position as the largest custodian of high-value enterprise data, enabling superior AI inference capabilities.
Oracle's new AI database allows vectorization of enterprise data, facilitating secure and private AI reasoning.
The company has integrated its AI database with leading LLMs like ChatGPT, Gemini, and Lama, providing seamless access for customers.
Oracle's secure data environment and advanced database technology position it as a leader in enterprise AI inference solutions.
The company has secured partnerships with major AI players, including a deal with Google, to bundle AI models with its database offerings.