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GPRO

Technology

4w

GoPro's AI Content Monetization Program and Revenue Sharing Model

GoPro announced a new opt-in program allowing U.S. subscribers to monetize their cloud-based videos by licensing them to AI companies.
Subscribers can earn 50% of the license revenue, creating a new diversified revenue stream for GoPro.
The company's video content library exceeds 450 petabytes, representing over 13 million hours of footage, valuable for AI training.
Industry analysts project the AI data licensing market for video content to reach $1.3 billion in 2025 with a 20% CAGR.
This initiative positions GoPro as a key player in the AI training data ecosystem, leveraging user-generated content.
Management emphasized this program as a strategic move to grow revenue and diversify income sources beyond hardware sales.

GPRO

Technology

4w

Financial Performance Summary

Adjusted EBITDA improved 83% year-over-year to negative $6 million.
Cash flow from operations increased to $9 million from $1 million in Q2 2024.
Gross margin improved to 36% from 30.7% in Q2 2024, the highest since Q3 2022.
Inventory decreased 12% sequentially and 30% since Q4 2024.
Non-GAAP EPS loss improved from negative $0.24 to negative $0.08 year-over-year.
Non-GAAP operating expenses decreased 32% year-over-year to $63 million.
Q2 2025 revenue was $153 million, 6% above the midpoint of guidance.

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.

Guidewire Software, Inc.

GWRE

Technology

5d

Financial Performance Summary

ARR ended fiscal 2025 at $1.032 billion, up 19% year-over-year on a constant currency basis, surpassing $1 billion ARR milestone.
Fully ramped ARR grew 22% year-over-year, reflecting strong customer commitments and deal ramping.
Gross profit increased 28% to $789 million with overall gross margin improving to 66%, subscription and support margin at 70%.
License revenue grew slightly by 1% to $252 million, expected to decline over time due to cloud migration.
Operating income more than doubled to $208 million, exceeding guidance by $13 million, with operating cash flow at $301 million.
Services revenue grew 21% to $219 million, reflecting strong professional services and SI community alignment.
Stock-based compensation rose 10% to $162 million, reflecting investments in talent and incentives.
Subscription revenue increased 40% year-over-year to $667 million, while subscription and support revenue rose 33% to $731 million.
Total cloud ARR grew 36% year-over-year, comprising 74% of total ARR, showing accelerated cloud adoption.
Total revenue for fiscal 2025 was $1.2 billion, ahead of expectations, driven by strong subscription and services revenue growth.

Zoom Video Communications, Inc.

ZM

Technology

2w

Zoom's Rapid AI Adoption and Customer Engagement Growth

AI Companion monthly active users have increased over 4x year-over-year, indicating rapid adoption and engagement.
Customers are leveraging AI beyond summaries, including pre-meeting planning, post-meeting tasks, and content generation for Zoom Docs.
Zoom's AI solutions are supporting human agents in Contact Center Elite, driving revenue growth and operational efficiency.
Zoom launched Virtual Agent 2.0, advancing from conversational to agentic AI, with early wins like cost reductions and automation for clients.
Major customers like a Fortune 200 tech firm deployed Zoom Custom AI Companion for nearly 60,000 employees, showcasing enterprise-scale adoption.
Zoom's AI platform is integrated across multiple products, creating a foundation for future monetization and product innovation.

Zoom Video Communications, Inc.

ZM

Technology

2w

Financial Performance Summary

Deferred revenue grew 5% year-over-year to $1.48 billion; RPO increased over 5% to approximately $4 billion.
Enterprise business revenue grew 7% year-over-year, representing 60% of total revenue, up 1 point.
Non-GAAP diluted EPS was $1.53, $0.16 above guidance and $0.14 higher than prior year.
Non-GAAP gross margin improved to 79.8%, up 128 basis points from prior year.
Non-GAAP operating income grew 10.5% year-over-year to $503 million, beating guidance by $38 million.
Non-GAAP operating margin increased 216 basis points to 41.3%.
Operating cash flow grew 15% to $516 million; free cash flow grew 39% to $508 million.
Total revenue grew 4.7% year-over-year to $1.217 billion, exceeding guidance by $17 million.

Dell Technologies Inc.

DELL

Technology

1w

Dell's Record AI Shipments and Growing Backlog

Dell achieved record AI shipments of $8.2 billion in Q2 2026, surpassing all previous quarters.
The company booked $5.6 billion in AI orders during the quarter, indicating strong demand and a substantial pipeline.
Dell's AI backlog stands at $11.7 billion, with the pipeline growing sequentially and exceeding the current backlog.
Demand for AI servers is driven by enterprise and sovereign markets, with a growing interest in NVIDIA RTX Pro 6000 AI Factory solutions.
Dell shipped more AI servers in the first half of 2026 than in all of 2025, highlighting accelerated deployment.
The company is confident in its capacity to convert its large AI pipeline into incremental orders, aiming to surpass the $20 billion shipment target.

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.

NVIDIA Corporation

NVDA

Technology

1w

Financial Performance Summary

Automotive revenue increased 69% year over year to $586 million, driven by self-driving solutions.
Data center revenue grew 56% year over year despite a $4 billion decline in H20 revenue.
GAAP gross margin was 72.4%, non-GAAP gross margin was 72.7%, including a $180 million benefit from releasing reserved H20 inventory.
Gaming revenue hit a record $4.3 billion, up 14% sequentially and 49% year over year, driven by Blackwell GeForce GPU ramp.
Networking revenue set a record at $7.3 billion, a 46% sequential and 98% year-over-year increase.
Operating expenses rose 86% sequentially on a non-GAAP basis due to higher compute, infrastructure, and compensation costs.
Professional visualization revenue grew 32% year over year to $601 million.
Total revenue reached a record $46.7 billion, exceeding outlook and growing sequentially across all market platforms.

NVIDIA Corporation

NVDA

Technology

1w

NVIDIA's Blackwell Platform Achieves Record Growth and Production Ramp

NVIDIA's Blackwell platform reached record levels, growing sequentially by 17% in Q2 2026.
Production shipments of GB300 began in Q2, with full-scale production now underway at approximately 1,000 racks per week.
Blackwell Ultra generated tens of billions in revenue, setting a new standard for AI inference performance.
The transition to GB300 architecture was seamless for cloud providers, enabling rapid deployment and scaling.
Blackwell's NVLink 72 system offers an order of magnitude improvement in speed and energy efficiency, revolutionizing reasoning AI.
Management expressed strong confidence that Blackwell will be a key driver of future growth and industry leadership.