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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.

PATH

Technology

5d

Financial Performance Summary

Cloud ARR exceeded $1.080 billion, growing more than 25% year-over-year, including hybrid and SaaS.
Dollar-based gross retention remained strong at 98%, and dollar-based net retention rate held at 108%.
GAAP operating loss improved by $83 million to a $20 million loss, including $78 million in stock-based compensation.
Non-GAAP adjusted free cash flow was $45 million, with a strong balance sheet of $1.5 billion in cash and no debt.
Non-GAAP operating income rose to $62 million, representing a 17% margin, an improvement of over 1,500 basis points year-over-year.
Operating expenses decreased 6% year-over-year to $243 million, reflecting disciplined cost management.
Second-quarter ARR grew 11% year-over-year to $1.723 billion, driven by $31 million in net new ARR.
Second-quarter revenue increased 14% year-over-year to $362 million, with a 12% growth normalized for FX impact.

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.

BOX

Technology

2w

AI-Driven Enterprise Workflow Automation and Use Cases Expansion

Box's Enterprise Advanced plan is gaining momentum, driven by AI-powered metadata extraction and no-code apps that automate complex workflows.
Customers like a US law firm, a hospitality chain, and an industrial automation company are replacing legacy systems with Box's AI-enabled solutions.
The use cases for AI agents are expanding into unstructured data workflows such as contract management, legal obligations, clinical research, and product specifications.
Enterprise deals are now larger, often involving multiple departments and higher seat counts, due to the broad applicability of AI automation.
Box's AI platform supports multiple leading AI models, including GPT-5, Claude 4.1, and Grok 4, ensuring flexibility and cutting-edge capabilities.
The company plans to introduce new AI features, including enhanced extract agents and no-code automation, to further embed AI into core workflows.

INTA

Technology

4w

Impact of Regulatory and Accounting Changes on Growth Opportunities

Intapp discussed the upcoming QC 1000 accounting change as an opportunity for growth in compliance solutions.
Regulatory frameworks in different jurisdictions are evolving, creating a need for specialized, compliant AI solutions.
The company is actively updating its platform to meet new regulatory standards, which is expected to support future growth.
Firms are increasingly relying on Intapp's industry-specific solutions to navigate complex regulatory environments.

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.

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.

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.

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.