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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.

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.

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.

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

Financial Performance Summary

Billings guidance increased by $35 million for the full year, signaling confidence in the back half of 2026.
Commercial cloud subscriptions raised guidance for the full year, reflecting confidence in the business.
Crossix continued strong performance, contributing meaningfully to commercial growth.
Margins remain strong with expectations of improved cost of goods sold long term for Vault CRM.
Non-operating income reported at $353 million for the quarter.
R&D subscriptions showed the largest sequential increase in two years, indicating strong execution.
Total revenue for Q2 was $789 million, exceeding guidance.

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.

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.

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.

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.