Company intelligence directory.

Adobe reported record Q1 FY2026 results driven in part by AI-related momentum: management highlighted that AI-first ARR more than tripled year-over-year and emphasized accelerating AI-powered capabilities across creativity, productivity and customer experience orchestration. Financials: total revenue $6.40B (+12% YoY), non-GAAP operating income $3.04B, non-GAAP net income $2.49B, operating cash flow $2.96B. Company provided Q2 revenue guidance of $6.43B–$6.48B and EPS guidance (GAAP $4.35–$4.40; Non-GAAP $5.80–$5.85) and reaffirmed FY2026 targets. The release contains strong AI positioning but does not disclose specific AI product names, primitives, developer tooling, or external AI partnerships.

Momentum: N/A

Asana positions itself as a foundational 'system of action' for the emerging Agentic Enterprise, highlighting rapid adoption of its AI Studio product and an expected launch of AI Teammates to embed agents directly into workflows. The company emphasizes its Work Graph data model and enterprise governance as enablers of persistent memory and trusted agent execution. It has expanded integrations with major AI platforms (notably an Asana app in Claude) and cites Anthropic among organizations building with Asana. Financially, Q4 FY26 revenue was $205.6M (up 9% YoY), non-GAAP operating income was $18.2M, non-GAAP net income was $19.9M, and free cash flow was $24.2M. Guidance for Q1 FY27 revenue is $202.5M–$204.5M and FY27 revenue guidance is $850M–$858M, with non-GAAP EPS guidance provided. Overall tone is bullish, with management linking AI product adoption and continued AI platform investment to durable, profitable growth while noting standard integration and macro risks.

Momentum: -13.8%

Atlassian highlights explicit AI strategy through its branded collections (Teamwork Collection, AI-powered Service Collection) and an AI-first product named Rovo (5M MAUs). Management ties AI investments to enterprise monetization and deeper customer commitments. Key AI signals: use of AI agents and an "AI-powered system of work" across marketing and service workflows. Financially, Q2 FY2026 total revenue was $1,586.3M (up 23% YoY), non-GAAP operating income $430.2M, non-GAAP net income $320.9M, non-GAAP gross margin 88%, and free cash flow $168.5M. Atlassian guides Q3 revenue of $1,689M–$1,697M and reiterates FY26 margin and growth targets. Management emphasizes enterprise sales, partner execution, and AI investments as drivers of momentum.

Momentum: -70.0%

Box is actively commercializing AI across its Intelligent Content Management platform. Key product launches include Enterprise Advanced (now representing 10% of revenue), Box Extract (GA), Box Shield Pro (GA), Box AI Studio (with support for Anthropic, Google and OpenAI models), and Box AI Agents (available in ServiceNow Marketplace). The company emphasized developer enablement (documentation site, MCP server, interactive API playground) and multiple ecosystem integrations (Anthropic MCP Apps, Atlassian MCP Gallery, Figma Make, ServiceNow). Financially, Box reported Q4 revenue of $305.9M (+9% YoY), strong non-GAAP gross margin (82.3%) and non-GAAP operating income of $93.7M, with non-GAAP free cash flow of $97.5M. Guidance targets Q1 FY27 revenue of ~$304M and FY27 revenue of ~$1.275B, with non-GAAP EPS guidance of $0.36 (Q1) and $1.55 (FY). Overall tone is bullish driven by product execution and strategic model/marketplace partnerships, with moderate attention to FX and macro risks.

Momentum: -21.5%

Cloudflare positions itself as the infrastructure platform for an "Agentic Internet," highlighting agents as a new class of web users that drive serverless workloads to Cloudflare Workers and increased demand for the company's performance, security, and networking services. Management ties a record large ACV deal (averaging $42.5M/year) and nearly 50% new ACV growth to this AI/agent-driven demand. No branded Cloudflare AI products were announced, but the company emphasizes agent-focused use cases and edge/serverless execution. Financially, Q4 2025 revenue was $614.5M (up 33.6% YoY), non-GAAP income from operations was $89.6M, non-GAAP net income was $106.8M, and Q4 free cash flow was $99.4M. Cloudflare guided Q1 2026 revenue to $620.0–$621.0M and full-year 2026 revenue to $2,785.0–$2,795.0M, with non-GAAP EPS guidance of $0.23 for Q1 and $1.11–$1.12 for FY2026.

Momentum: N/A

CrowdStrike reported a strong Q4 FY2026 with $1.31B total revenue (+23% YoY), $5.25B ending ARR (+24% YoY), positive GAAP net income ($38.7M) and record non-GAAP operating income ($325.8M) and free cash flow ($376.4M). The company emphasized AI as a core growth vector, launched Falcon AI Detection and Response (AIDR), achieved ISO/IEC 42001:2023 responsible AI certification, and expanded strategic partnerships (notably with Microsoft and VAST Data). Key customer and product proof points include NordVPN selecting CrowdStrike to power Threat Protection Pro and perfect results in the 2025 MITRE ATT&CK Enterprise Evaluations. Guidance for Q1 FY27 and FY27 includes total revenue and non-GAAP EPS ranges, reflecting continued bullish outlook tied to AI-driven product momentum and marketplace expansion.

Momentum: -69.0%

Datadog emphasized AI-driven product innovation in Q4/FY2025, launching and GA-ing Bits AI SRE (an AI on-call agent) and showcasing LLM Observability, AI Security for AWS Resources, Cloud SIEM Risk Insights, and Bits AI remediation as part of an expanded AWS collaboration. The company reported strong financials: Q4 revenue of $953M (up 29% YoY), non-GAAP operating income of $230M, GAAP net income of $46.6M, and Q4 free cash flow of $291.0M. Management signaled continued AI investment and provided Q1 2026 and FY2026 revenue and non-GAAP EPS guidance, while cautioning that non-GAAP reconciliations are subject to variability from stock-based compensation and related items.

Momentum: +89.5%

DigitalOcean positions itself as an "Agentic Inference Cloud" and is shipping AI-specific capabilities (Agent Development Kit public preview, Remote MCP support, inference infrastructure GA such as GPU observability and managed NFS). AI traction is driving commercial results: $120M AI customer ARR (150% YoY) and >70% of AI customer ARR tied to inference and core cloud products. Management raised 2026/2027 growth outlook and provided Q1 2026 and FY2026 revenue and EPS guidance. Key financials for Q4 2025: revenue $242.39M (+18% YoY), gross margin 59%, operating income $38.80M, net income $25.66M, adjusted free cash flow $26.90M. Overall tone is bullish with high innovation signals and demonstrable AI monetization.

Momentum: +228.7%

Dropbox reported Q4 FY2025 revenue of $636.2M (down 1.1% YoY) and highlighted strong operating discipline and margin outperformance. Management emphasized accelerating and embedding its product Dash across the Dropbox experience and driving Dash adoption and engagement in 2026. Financials show Non-GAAP gross margin of 80.8% and Non-GAAP operating income of $243.0M; Non-GAAP net income was $173.9M and free cash flow was $224.9M. No numeric forward revenue or EPS guidance was provided in the release.

Momentum: -75.0%

Duolingo's Q4 and full-year 2025 release contains limited AI-specific product detail. Management frames AI as a strategic inflection point and says 2026 will prioritize user growth and improving the free learner experience, acknowledging that this may moderate near-term financial growth. The release notes operational milestones (50M DAU, >$1B bookings) and a $400M share repurchase authorization. No named AI products, primitives, developer tools, partnerships, or financial line items (total revenue, margins, income, or guidance) are provided in the press release.

Momentum: N/A

Elastic positions itself as a 'Search AI' company and is actively shipping AI-specific products and integrations. Key AI launches/releases this quarter include Agent Builder (general availability), Elastic Workflows (technical preview), NVIDIA cuVS GPU-accelerated vector indexing (technical preview), and expanded Elastic Inference Service (EIS) capabilities including Cloud Connect and Jina model support. Integrations with Amazon Bedrock AgentCore and recognition from AWS (Agentic AI Specialization) are notable partnership proof points. Management frames the company's competitive advantage around providing real-time context for LLMs and reports robust commercial performance (Q3 total revenue $450M, +18% YoY) with positive non-GAAP profitability metrics. Guidance for Q4 and fiscal year point to continued growth. Overall tone is bullish with high innovation intensity and moderate-to-high confidence in execution, while standard macro, FX, and market risks are called out in forward-looking language.

Momentum: -30.3%

GitLab announced general availability of the GitLab Duo Agent Platform and launched GitLab Credits (a usage-based pricing model) positioning Duo as an AI-driven, monetizable growth driver. Management frames 'intelligent orchestration' and 'agentic AI automation' as core capabilities to move software teams to continuous development. No external AI partnerships were disclosed. Financially, FY2026 total revenue was $955.2M (up 26% YoY), non-GAAP operating income was $162.8M, non-GAAP net income was $165.5M, and non-GAAP adjusted free cash flow was $219.6M. Guidance provided for Q1 FY2027 ($253.0–$255.0M revenue; $0.20–$0.21 non-GAAP diluted EPS) and FY2027 ($1,099–$1,118M revenue; $0.76–$0.80 non-GAAP diluted EPS). Overall tone on AI is bullish with moderate execution confidence, supported by a product launch and a usage-based monetization mechanism.

Momentum: -44.0%

HubSpot highlights AI-driven product momentum centered on its 'agentic customer platform' and the Breeze product family (Breeze Customer Agent, Breeze Prospecting Agent). Management characterizes 2025 as transformative, citing that AI adoption accelerated and Breeze products "delivered real outcomes for customers." Core AI offerings mentioned: Breeze Customer Agent, Breeze Prospecting Agent, and the Smart CRM / AI-powered engagement hubs. No explicit AI adoption metrics or named AI partnerships were disclosed. Financially, Q4 2025 total revenue was $846.7M (up 20% YoY), non-GAAP operating income was $191.0M, GAAP net income was $54.4M, and Q4 non-GAAP free cash flow was $209.4M. Guidance provided: Q1 2026 revenue $862.0M-$863.0M and FY2026 revenue $3.69B-$3.70B; non-GAAP EPS guidance Q1: $2.46-$2.48 and FY: $12.38-$12.46. Management tone on AI is bullish—emphasizing product momentum and upmarket traction—while the release includes customary risk language calling out regulatory developments around AI/ML and macro/FX headwinds.

Momentum: -31.6%

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Momentum: N/A

monday.com positions itself as an "AI work platform" and announced a unified AI platform with four named AI offerings: monday sidekick, monday vibe, monday agents, and monday workflows. Management highlights strong adoption of AI products (notably monday vibe, which surpassed $1M ARR ~2.5 months after pricing launch) alongside solid financial performance: Q4 revenue $333.9M (+25% YoY), FY25 revenue $1,232.0M (+27% YoY), non-GAAP operating income of $41.9M in Q4, GAAP net income $76.7M in Q4, and adjusted free cash flow $56.7M in Q4. Guidance for Q1 FY2026 revenue is $338M–$340M and FY2026 revenue $1,452M–$1,462M; management calls out FX headwinds but emphasizes continued upmarket momentum and product-driven monetization.

Momentum: +3517.0%

MongoDB reported strong Q4 FY2026 results: total revenue $695.1M (up 27% YoY), non-GAAP gross margin 75%, non-GAAP operating income $158.8M, GAAP net income $15.5M, and free cash flow $176.7M. The company launched and integrated multiple AI-specific offerings under the Voyage AI by MongoDB brand (including Voyage 4 embedding models), added Automated Embedding for Community Vector Search, embedding and reranking model APIs for Atlas, and introduced an AI-powered data operations assistant for MongoDB Compass and Atlas Data Explorer. MongoDB expanded its MongoDB for Startups program (members > $200B aggregate valuation) and highlighted deep integrations with AWS AI services (Amazon Bedrock, SageMaker, Amazon Q). Management frames AI and developer-facing embedding/vector search, reranking, and retrieval capabilities as strategic drivers of Atlas adoption and future revenue, and issued Q1 FY2027 revenue guidance of $659M–$664M and FY2027 revenue guidance of $2.86B–$2.90B with non-GAAP EPS guidance of $1.15–$1.19 (Q1) and $5.75–$5.93 (FY). Tone is bullish with high innovation signals and moderate risk language around AI reputation and macro factors.

Momentum: +259.1%

Okta emphasizes positioning as the independent identity platform to secure AI agents and machine identities, highlighting AI agent security as a commercial focus. The release contains direct CEO messaging on securing AI agents and references to protecting 'AI, machine, and human identity.' No discrete branded AI products, primitives, developer tools, or external AI partnerships were named. Financially, Okta reported Q4 total revenue of $761M (up 11% YoY), non-GAAP operating income of $202M, GAAP net income of $63M, and Q4 free cash flow of $252M. Guidance provided: Q1 FY27 revenue $749M–$753M and FY27 revenue $3.170B–$3.190B; non-GAAP EPS guidance $0.84–$0.86 (Q1) and $3.74–$3.82 (FY). Management attributes performance to product adoption and customer trust while noting conservative guidance amid market conditions and a planned shift of professional services to partners that creates a ~1 point revenue headwind.

Momentum: -66.8%

Palantir emphasizes an explicit strategic focus on scaling operations via AI, referencing its Artificial Intelligence Platform (AIP) and coining the term 'commodity cognition.' Management ties strong Q4 and FY2025 results and aggressive FY2026 guidance to that AI-driven strategy. The company reported Q4 revenue of $1.407B (70% YoY growth), adjusted operating income of $798.5M, GAAP net income attributable to common stockholders of $608.7M, and adjusted free cash flow of $791.4M. Guidance calls for Q1 2026 revenue of $1.532–$1.536B and FY2026 revenue of $7.182–$7.198B, with U.S. commercial revenue expected to grow at least 115%. The release contains limited technical detail about specific AI capabilities, primitives, or developer tooling beyond naming AIP and framing AI as the driver of commercial expansion.

Momentum: -20.8%

Salesforce positions itself as the 'operating system for the Agentic Enterprise' and is commercializing AI through its Agentforce family and Data 360. Key productized offerings include Agentforce (multiple modules: Sales, Service, Analytics, Marketing, Commerce, Integration) and the Agentforce 360 Platform. Management highlights large-scale usage metrics (2.4B Agentic Work Units, ~19T tokens processed), fast ARR growth (Agentforce ARR $800M, Agentforce+Data360 ARR > $2.9B) and strong adoption signals (29k deals, >60% bookings from expansions). Guidance: FY27 revenue $45.8B–$46.2B and Q1 FY27 revenue $11.03B–$11.08B. Financials show FY26 total revenue $41.525B (10% Y/Y), gross margin 78%, non-GAAP operating income $14.156B, GAAP net income $7.457B and free cash flow $14.402B. Tone is bullish with high innovation intensity and measurable monetization tied to Agentforce/Data 360, while risks include AI integration uncertainty, acquisition (Informatica) impacts and FX.

Momentum: -26.6%

ServiceNow presents a bullish AI-forward narrative: positioning itself as an "AI control tower" and highlighting product momentum (Now Assist, Workflow Data Fabric, Raptor, CPQ, Build Agent) and strategic moves (acquisitions of Moveworks, intent to acquire Armis and Veza). The company announced multiple partner integrations (Anthropic/Claude, OpenAI, Microsoft Agent 365, Figma) to bring foundation/frontier models and agent orchestration into its platform and announced programs (Build Program, Now Next AI, ServiceNow Store) to accelerate partner-built AI agents. Financially, Q4 2025 total revenue was $3,568M (20.5% YoY), non-GAAP gross margin 80.5%, non-GAAP operating income $1,101M, GAAP net income $401M, and non-GAAP free cash flow $2,032M. Guidance includes Q1 2026 subscription revenue of $3,650–3,655M and full-year 2026 subscription revenue $15,530–15,570M, and management links AI product adoption (Now Assist, Moveworks) to near-term guidance and long-term market opportunity.

Momentum: +1.0%

Shopify reports strong FY2025 results ($11.556B revenue, 30% YoY growth, $2.007B free cash flow) and positions AI as a core strategic focus. Management highlights 'AI commerce' and says it is investing in named initiatives/products — Sidekick, Catalog, and the Universal Commerce Protocol — to improve product discovery and purchase flows. Commentary links AI-driven buyer discovery to continued investment while maintaining margins. No numeric revenue or EPS guidance was provided for AI-specific products; Q1 2026 revenue is guided as a low‑thirties percent growth rate rather than a dollar figure.

Momentum: N/A

Snowflake positions itself as central to the enterprise AI transition, reporting strong Q4 FY2026 financials (Revenue $1.284B, +30% YoY) and emphasizing AI product momentum: Snowflake Intelligence (adopted by ~2,500 accounts in 3 months), Cortex Code (AI coding agent) and Cortex Code CLI expansion, and the Observe by Snowflake and TensorStax acquisitions to strengthen observability and AI-driven data engineering. The company highlights over 9,100 accounts using Snowflake AI features and native model access via partnerships with Anthropic, Google Cloud, and OpenAI. Guidance for Q1 FY2027 product revenue is $1.262–$1.267B and full-year product revenue guidance is $5.66B. Management tone is bullish on AI-driven growth, citing rapid innovation and go-to-market execution while noting typical macro and consumption risks.

Momentum: -48.1%

Twilio reported strong Q4 and full-year 2025 results with revenue of $1.366B in Q4 (+14% Y/Y) and FY revenue of $5.067B (+14% Y/Y), improved margins, and materially higher free cash flow. Management emphasizes execution and positions Twilio as a "foundational infrastructure layer in the age of AI," but the release contains no specific branded AI products, developer tools, model partnerships, or technical primitives. Guidance includes Q1 2026 revenue of $1.335–$1.345B and non-GAAP EPS $1.21–$1.26, and FY26 growth targets (reported growth 11.5%–12.5%) along with non-GAAP operating income and free cash flow ranges. Key risks include carrier A2P fee impacts, macro uncertainty, and standard forward-looking contingencies.

Momentum: -100.0%

UiPath positions itself as a leader in ‘agentic automation,’ delivering product and partner-driven AI progress this quarter. Key AI actions include platform capability enhancements (pre-built agentic solutions, agent-building and testing tools), integrations with Microsoft Azure AI Foundry and Microsoft Copilot products via the Model Context Protocol, a ChatGPT connector with OpenAI, a voice-enabled UiPath Conversational Agent built on Google Gemini, a collaboration with NVIDIA to deploy Nemotron models via NIM, and a Snowflake Cortex AI integration for agent-driven data insights. Management emphasizes execution and enterprise-scale adoption of agentic automation while reporting strong Q3 fiscal 2026 results: total revenue $411.11M (+16% YoY), ARR $1.782B, GAAP net income $198.84M, non-GAAP operating income ~$88M, non-GAAP gross margin 85%, and non-GAAP adjusted free cash flow $28M. Guidance for Q4 FY2026 revenue is $462M–$467M. The release is bullish on innovation and execution, with moderate risk language around stock-based compensation variability and macro/cloud dependencies.

Momentum: +423.5%

Wix positions Wix Harmony and Base44 as the focal AI products driving 2026 growth. Management highlights early strong conversion and monetization from Harmony and rapid Base44 ARR expansion ($100M ARR). Financially, Q4 2025 total revenue was $524.3M (+14% y/y), non-GAAP gross margin 68%, non-GAAP operating income ~$81.2M, non-GAAP net income $111.3M and Q4 free cash flow $155.6M. Outlook frames 2026 revenue and bookings growth in the mid-teens and FCF margin target in the low- to mid-20% range, while noting tradeoffs from high-impact investments to scale Base44. Durable Capital led a $250M equity investment; management signals aggressive share repurchases and continued investment in category-defining AI products.

Momentum: N/A

Workday positions itself as an "enterprise AI platform" and is actively shipping and monetizing AI capabilities: Sana Core and Sana Enterprise reached GA; Paradox Conversational ATS is available through Workday for conversational recruiting; Workday acquired Pipedream to provide integration for AI agents; and Workday launched an AI-powered Deployment Agent and a Workday EU Sovereign Cloud. Management emphasizes prioritized investment in an "agentic AI roadmap," delivered 1.7 billion AI actions in fiscal 2026, and expanded AI-related partnerships (Anthropic, Google BigQuery). Financially, fiscal 2026 total revenues were $9.552B (up 13.1% YoY), non-GAAP operating income was $2.824B, net income $693M, and free cash flow $2.777B. Guidance includes Q1 FY2027 subscription revenue of $2.335B and FY2027 subscription revenue of $9.925B–$9.950B; management also guided ~30% non-GAAP operating margin for FY2027 and reaffirmed investments in its agentic AI roadmap.

Momentum: +0.5%

Zoom highlights embedded AI across its portfolio: Zoom AI Companion is described as built-in assistance across meetings, phone, and contact center, and management reported that paid AI was included in each of its top 10 Customer Experience (CX) deals, driving high-double-digit growth in Zoom Customer Experience. Management referenced the potential of agentic AI in product initiatives. Financially, Q4 FY26 revenue was $1,247.0M (up 5.3% YoY), GAAP net income $674.1M, non-GAAP operating income $489.7M, and Q4 free cash flow $338.4M. Guidance for FY27 anticipates total revenue of $5.065B–$5.075B and non-GAAP diluted EPS of $5.77–$5.81. No named external AI partnerships or developer-facing AI tools were disclosed in this release.

Momentum: -58.7%