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MDB

Technology

2w

Impact of AI-native startups and enterprise AI adoption on MongoDB's growth

MongoDB is emerging as a key component of the AI infrastructure stack, especially for AI-native startups and enterprise applications.
The platform's native capabilities like search, vector search, embeddings, and stream processing are redefining core AI workloads.
Management highlighted that their architecture provides a durable advantage for AI, particularly with JSON support and integrated search features.
Customers building AI applications, such as autonomous vehicle platforms and help desk solutions, are choosing MongoDB for performance and ROI.
The company sees the enterprise segment as early in AI adoption but with significant potential for growth as AI use cases mature.

MDB

Technology

2w

Financial Performance Summary

Atlas revenue grew 29% year over year, representing 74% of total revenue, up from 71% last year.
Customer base grew to over 59,900, adding approximately 2,800 customers sequentially.
Gross margin was 74%, slightly down from 75% due to Atlas growing as a percent of revenue.
Net income was $87 million or $1 per share, compared to $59 million or 70¢ per share last year.
Non-Atlas ARR grew 7% year over year, with multiyear deals contributing to revenue outperformance.
Non-GAAP operating income was $87 million, with a 15% operating margin, up from 11% a year ago.
Operating cash flow was $72 million and free cash flow was $70 million, a significant improvement from negative cash flow last year.
Total revenue of $591 million, up 24% year over year, exceeding the high end of guidance.

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.

SentinelOne, Inc.

S

Technology

1w

SentinelOne's Record Total ARR Surpasses $1 Billion Milestone

The milestone positions SentinelOne as a leading player in the cybersecurity industry, especially in AI-native security solutions.
The company’s focus on unifying security, data, and automation through AI has been instrumental in achieving this growth.

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.

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.