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Credo Technology Group Holding Ltd

CRDO

Technology

6d

Credo's Rapid Growth in AI-Driven Connectivity Solutions

Credo achieved a 274% year-over-year revenue increase in Q1 2026, driven by surging demand for AI infrastructure connectivity solutions.
The company’s AEC product line experienced robust growth, with multiple hyperscalers contributing over 10% of revenue each.
Credo's innovative system-level approach and purpose-built technology have positioned it as a leader in the active electrical cable (AEC) market.
Demand for high-speed data rates up to 1.6 terabits per second is accelerating, supporting next-generation AI clusters and data center architectures.
The company’s strategic partnerships and diversified customer base are fueling its expansion into new markets and protocols.
Management emphasized the importance of their unique SerDes technology and integrated system design as key competitive advantages.

COHR

Technology

3w

Introduction of World's First 6-Inch Indium Phosphide Production Platform

Coherent announced the start of production of the world's first 6-inch indium phosphide line in Sherman, Texas, in August 2025.
This new platform is expected to significantly increase capacity and reduce costs, providing a competitive edge.
The ramp of this new capacity is anticipated to support strong growth in optical transceivers, especially for data center applications.
Management highlighted this milestone as a key technological and operational achievement for the company.
The new 6-inch line is part of a broader U.S. manufacturing expansion strategy to enhance supply chain resiliency.

Keysight Technologies, Inc.

KEYS

Technology

3w

Keysight's Strategic Investment in AI Ecosystem and Silicon Photonics

Keysight has made strategic investments in AI-related physical layer solutions and silicon photonics capabilities to support rapid innovation in digital infrastructure.
The company delivered the industry's first protocol layer solution for validating 1.6 terabit performance, a milestone for next-generation networks.
Partnerships with AMD for PCIe gen 6 compliance validation demonstrate Keysight’s focus on enabling AI-ready high-speed interfaces.
Broader adoption of Keysight AI solutions indicates a deepening engagement with customers seeking to streamline AI infrastructure deployment.
Management emphasized that AI is contributing to multiple end markets, with wireline showing early demand inflections.
The company sees AI as a long-term growth driver, with incremental contributions across various sectors, not just initial markets.

Veeva Systems Inc.

VEEV

Technology

1w

Long-Term Vision for Horizontal Software and Platform-First Approach

Veeva is working on a platform-first approach to develop horizontal software applications, starting with CRM.
The company aims to leverage its product excellence and deep industry knowledge to succeed in horizontal markets.
Early projects include new applications in CRM and other enterprise functions, with initial launches expected in 2026.
Management emphasizes the advantage of building from scratch with modern architecture, AI, and a customer-centric culture.
The strategy involves creating scalable, high-quality software that can serve multiple industries, not just life sciences.

Semtech Corporation

SMTC

Technology

2w

LPO and Optical Interconnects: Timing, Customer Engagement, and Market Potential

LPO solutions are in testing with multiple hyperscalers, with deployment expected to start in Q4 2025.
The company has broad design wins in 800G and 400G transceivers, with some volume deployment in Q4.
LPO content is present in most transceiver designs, with potential to double SAM if adoption accelerates.
Management sees LPO as an inevitable transition, with early adoption by U.S. and Chinese hyperscalers supporting long-term growth.

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

Financial Performance Summary

AI and Data Cloud product line grew 120% year over year, reaching $1.2 billion in Q2 ARR.
Current Remaining Performance Obligation (CRPO) ended at $29.4 billion, up 11% year over year.
GAAP operating margin improved by 370 basis points year over year.
Non-GAAP operating margin was strong at 34.3%, marking the tenth consecutive quarter of margin expansion.
Q2 revenue reached $10.25 billion, up 10% year over year and 9% in constant currency.
Returned $2.6 billion to shareholders in Q2 through buybacks and dividends, totaling nearly $27 billion since program inception.
Subscription and support revenue grew slightly above 9% in constant currency.

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.

CEVA

Technology

1mo

Expansion of CEVA's NPU Business into Infrastructure and Data Centers

CEVA secured 4 strategic high-impact NPU customer agreements, validating market readiness for Edge AI NPUs.
Deals include 2 NeuPro-Nano agreements for audio in embedded applications and 2 NeuPro-M deals for diverse use cases.
CEVA's NPUs are designed to address growing AI workloads in infrastructure and data center markets, emphasizing scalability and energy efficiency.
The NeuPro-M architecture supports complex AI workloads, adaptive data routing, and low-latency inference, suitable for cloud and enterprise environments.
Management highlighted significant opportunities to expand NPU business into infrastructure and data centers, indicating strategic growth focus.

AVGO

Technology

5d

Broadcom's Strategic Focus on AI-Enabled Private Cloud Adoption

Management discussed the broad adoption of VMware Cloud Foundation by over 90% of enterprise customers.
The focus is on enabling customers to deploy private clouds on-premises, expanding their IT footprint with VCF.
The company aims to create value through private cloud deployment, security, disaster recovery, and AI workloads.
Broadcom recognizes that commoditization of hardware in private clouds reduces costs but requires skill sets for operation.
The ongoing work involves helping customers expand their private cloud footprint and adopt advanced services.