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SNOW

Technology

2w

Snowflake's Rapid Product Innovation and Platform Expansion

Snowflake launched approximately 250 new capabilities to general availability in the first half of 2026, demonstrating a rapid pace of innovation.
The company introduced new features across analytics, data engineering, AI, applications, and collaboration, outperforming expectations.
Snowflake's platform now supports open data formats like Apache Iceberg, with over 1,200 accounts using Iceberg, underscoring leadership in open standards.
The launch of Gen 2 Warehouse has delivered up to 2x faster performance, enhancing efficiency without increasing costs.
Snowflake's introduction of Postgres and OpenFlow expands its ecosystem, supporting critical workloads and data integration.
The company is actively integrating Spark via Snowpark Connect, enabling native Spark workloads on Snowflake, simplifying operations.

SNOW

Technology

2w

Financial Performance Summary

Added 529 employees in Q2, including 364 in sales and marketing, supporting growth initiatives.
Ended the quarter with $4.6 billion in cash, cash equivalents, and investments.
Net revenue retention rate was a strong 125%, indicating healthy customer expansion.
Non-GAAP adjusted free cash flow margin was 6% in Q2, expected to be weighted to the second half of the year.
Non-GAAP operating margin improved to 11%, reflecting operational efficiency.
Non-GAAP product gross margin was 76.4% in Q2.
Q2 product revenue reached $1.09 billion, up 32% year over year, showing acceleration from the previous quarter.
Remaining performance obligations totaled $6.9 billion, growing 33% year over year.

NTAP

Technology

2w

NetApp's Leadership Position in All-Flash Market Confirmed by IDC

NetApp secured the number one position in the all-flash array market for calendar Q1 2025, as reported by IDC.
The company’s all-flash array revenue grew 5% year-over-year to $893 million, with a 45% support contract rate in the installed base.
Strong customer interest and competitive wins in all-flash storage have displaced competitors and reinforced market leadership.
Management emphasized that their market position is a key strategic advantage in storage modernization and cyber resilience.

Pure Storage, Inc.

PSTG

Technology

2w

Pure Storage's Enterprise Data Cloud Architecture and Fusion v2 Launch

Pure Storage announced the general availability of its enterprise data cloud architecture at Accelerate, emphasizing its transformative impact on data management.
Fusion v2, an enhancement to Purity OS, enables customers to automate storage and manage global datasets through software-defined policies.
The enterprise data cloud architecture replaces traditional siloed storage with a unified, scalable, and policy-driven platform, reducing operational complexity.
Customers like a global IT consulting leader and a financial institution are adopting Fusion to modernize their data environments and reduce costs.
The architecture supports a shift from managing infrastructure to managing data as a strategic asset, especially critical in the AI economy.
Pure Storage's focus on virtualization, containers, and Kubernetes integration with Fusion positions it as a leader in modern enterprise data management.

Cisco Systems, Inc.

CSCO

Technology

4w

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.

Guidewire Software, Inc.

GWRE

Technology

6d

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.

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.

ESTC

Technology

1w

Enhanced Data Ingestion and Storage Efficiency Innovations

Elastic’s long-standing focus on efficient data ingestion and storage, including lifecycle management, reduces costs for customers.
Innovations like LogsDB enable more aggressive data compression, supporting large-scale log analysis.
The company’s ability to handle complex, messy, unstructured data at scale is a key differentiator in the market.
These data efficiency innovations are critical as data volumes grow exponentially and support Elastic’s growth in AI and analytics.

NVIDIA Corporation

NVDA

Technology

2w

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.