This strategic integration empowers AWS customers to move beyond visibility and take control, providing a unified platform to discover, purchase, and govern every identity at the heart of their cloud security strategyAUSTIN, Texas, Feb. 26, 2026 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise security today announced that SailPoint Identity Security Accelerator is now integrated with the Extended plan in AWS Security Hub, Amazon Web Services’ unified security solution. This integr ...

BOSTON, Feb. 26, 2026 /PRNewswire/ -- PTC (NASDAQ: PTC) today announced the release of a fully cloud- native Model-Based Definition (MBD) capability, built directly into its Onshape® computer-aided design (CAD) and product data management (PDM) platform. The new capability allows engineering teams to add manufacturing information directly into the 3D model early in the design process, enabling clearer design intent, fewer handoffs, and improved efficiency across design, documentation, manufacturing, and qua ...

Core Viewpoint - Akamai Technologies, Inc. is facing challenges despite strong Q4 performance, with future guidance not meeting market expectations, leading to a decline in stock price [2][6]. Financial Performance - Q4 revenues reached $1.09 billion, reflecting a 7.4% year-over-year increase [2][6]. - GAAP net income decreased to $85.1 million or 58 cents per share, down from $139.9 million or 91 cents per share in the previous year [4]. Future Guidance - The company's Q1 EPS guidance is projected between $1.50 and $1.67, while FY26 EPS guidance is between $6.20 and $7.20, both falling short of market expectations [2][6]. - Akamai projects 2026 revenue to be between $4.4 billion and $4.55 billion, exceeding Wall Street predictions [5]. Segment Performance - The Cloud Infrastructure Services (CIS) segment saw a significant revenue increase of 45% year-over-year, reaching $94 million, driven by demand for ISV solutions, IaaS, storage customers, and AI-related services [3][6]. - Security revenue increased by 11%, supported by demand for the Guardicore Segmentation platform and API security offerings [4]. Market Reaction - Following the guidance announcement, Akamai's stock experienced a 14.07% decline, equating to a $15.42 drop, with a trading volume of 15,779,607 shares [5][6]. - Goldman Sachs maintained a "Sell" rating on Akamai, adjusting the stock's price target to $76 [1].

Recently, payments behemoth Stripe announced it would add X42 integration, letting AI agents use USDC for payments on base. Now, this is a huge deal because it signals that crypto payments could remain a growing theme regardless of wider market conditions. The best part is though that X42 transactions have fallen off a cliff lately, and this may not be the case for much longer. Those transaction volumes could rise again soon, creating opportunities for profit for those who know where to look. That's why tod ...

Core Insights - Akamai Technologies is a significant player in the cloud services and cybersecurity industry, providing solutions that enhance internet application performance and security [1] - The company is experiencing a notable increase in stock price, attributed to rising demand for its security solutions amid growing cloud computing and security concerns [2][3] Financial Performance - Akamai is expected to report quarterly earnings of $1.75 per share, reflecting a 5.4% increase from the previous year, with projected revenues of $1.08 billion, indicating a 5.6% growth [4] - The company's financial metrics include a price-to-earnings ratio of 32.15, a price-to-sales ratio of 3.89, a debt-to-equity ratio of 1.11, and a current ratio of 2.28, showcasing its ability to meet short-term liabilities [5] Market Position - Akamai's offerings are well-positioned to capitalize on the increasing demand for security solutions, particularly with the expansion of 5G and IoT devices [3] - Competitors in the market include Cloudflare and Amazon Web Services, which also provide cloud and security services [1]

Core Viewpoint - A coalition of 15 companies, led by Microsoft and Ericsson, has launched the "Trusted Tech Alliance" to promote digital trust and address concerns about data sovereignty amid increasing isolationist policies in the U.S. [1] Group 1: Alliance Formation - The alliance is the first coordinated effort by global companies to tackle issues related to data storage and digital sovereignty [1] - Discussions about forming the alliance began in mid-2022 between Microsoft and Ericsson [1] Group 2: Member Companies - The alliance includes notable companies such as Anthropic, Amazon Web Services, Alphabet's Google, Reliance Jio Platforms, Nokia, Cohere, NTT, and SAP [1] Group 3: Principles of the Alliance - The alliance is built around five principles: strong corporate governance, ethical conduct, secure technology development, adherence to global security standards, and support for an open digital environment [1] - Members will self-attest to these principles, which also include provisions for independent assessments [1] Group 4: Industry Context - The initiative responds to a growing trend of countries seeking to establish stronger technology borders and reduce dependence on foreign suppliers [1] - Microsoft President Brad Smith emphasized the need for a clear definition of trust in technology [1] - Ericsson CEO Börje Ekholm noted that no country can achieve full sovereignty alone, highlighting the interconnected nature of technology [1]

Financial Data and Key Metrics Changes - In Q4 2025, revenue totaled $1 million, reflecting a 25% sequential increase from Q3 2025, driven by a record number of commercial miles driven [18] - Total year-adjusted revenue for fiscal year 2025 was $4 million, including pilot revenue from Q1 2025 [18] - The operating loss for Q4 2025 was $238 million, with R&D expenses at $155 million and SG&A at $30 million [18] - The company ended the year with approximately $1.5 billion in cash and short-term investments, indicating a strong balance sheet [19] - For 2026, the company expects revenue between $14 million and $16 million, representing a 400% year-over-year increase at the midpoint [19][20] Business Line Data and Key Metrics Changes - The Aurora Driver achieved 250,000 driverless miles, nearly tripling the cumulative miles from early October 2025 [5] - The company plans to exit 2026 with over 200 driverless trucks in operation, translating to approximately $80 million in revenue on a run-rate basis [21] - The second-generation commercial kit is expected to drive a 50% reduction in hardware costs, contributing to a target of break-even gross margin by the end of 2026 [21] Market Data and Key Metrics Changes - The company is expanding its operational domain across the Sunbelt, with new routes including Dallas to Laredo and El Paso to Fort Worth [9][11] - The expansion of driverless capabilities in inclement weather is expected to significantly increase operational availability, which was constrained 40% of the time in Texas during 2025 [8] Company Strategy and Development Direction - The company aims to fundamentally improve safety and restructure the economics of the logistics industry through its driverless technology [7] - The transition to a driver-as-a-service (DAS) model is planned for 2027, with a strong pipeline of customer interest supporting this strategy [12][21] - Partnerships with OEMs like Volvo and PACCAR are crucial for scaling production and enhancing the supply chain for autonomous trucks [14][49] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving positive free cash flow by 2028, supported by a strong liquidity position [22] - The company anticipates significant growth in 2026, with a focus on executing strategic investments necessary for scaling operations [22] - Management highlighted the importance of customer demand in driving lane expansions and operational decisions [35] Other Important Information - The company has begun supervised autonomous operations to support multiple customer facilities, indicating a shift towards broader commercial applications [11] - The latest software release has expanded the operational capabilities of the Aurora Driver, allowing for driverless operations in various weather conditions [8] Q&A Session Summary Question: Clarification on end-of-year truck guidance and revenue expectations - Management indicated that revenue is expected to be back-end loaded, with significant growth anticipated in the second half of 2026 as the fleet launches in Q2 [24] Question: Timeline for serial commercial production in 2027 - Management described serial production as a gradual increase in driverless miles and revenue, with expectations for incremental volume from new platforms in 2027 [25][26] Question: Details on the target for more than 200 trucks by year-end - The target of over 200 trucks refers to fully driverless operations without an observer, with expectations for sequential growth starting in Q2 2026 [27][28] Question: Insights on customer interest and demand for autonomy - Management noted strong customer interest and contracted demand, emphasizing the importance of delivering value through increased asset utilization [40][41] Question: Impact of observerless launch on OEM partners - Management expressed confidence that continued demonstrations of the product will enhance engagement with OEM partners [43] Question: Performance of Aurora Trucks in winter weather conditions - Development operations were conducted under adverse conditions, but current driverless capabilities were not tested in those scenarios [46]

Core Insights - AMD has appointed Ariel Kelman as Senior Vice President and Chief Marketing Officer, effective immediately, to lead its global marketing organization [1] - Kelman will report to Ruth Cotter and work closely with the executive team to enhance engagement with customers, partners, and developers as AMD scales its product and solutions leadership [2] - Kelman has over two decades of experience in global marketing, previously serving as president and CMO at Salesforce, and held senior roles at Amazon Web Services and Oracle [3] Company Strategy - The appointment of Kelman is aimed at sharpening AMD's storytelling and advancing its marketing organization to accelerate momentum in high-performance and AI solutions across various sectors [3] - Kelman expressed enthusiasm about joining AMD, focusing on elevating the brand and capturing opportunities in the AI data center market with AMD's differentiated products [4] Company Overview - AMD drives innovation in high-performance and AI computing, powering billions of experiences across cloud and AI infrastructure, embedded systems, AI PCs, and gaming [4] - The company offers a broad portfolio of AI-optimized CPUs, GPUs, networking, and software, delivering full-stack AI solutions for intelligent computing [4]

Almost time for #BNBHK 👀Huge shoutout to these legends for making this possible: @OndoFinance, @awscloud, @NanoLabsLtd, @PancakeSwap & @UTechStablesJoin us for In The Mood For BNB 👇https://t.co/snwJa2Wv5Z https://t.co/brBDR6ZXR4 ...

Core Insights - Palmetto has appointed Liz Coddington as Chief Financial Officer, effective March 30th, 2026, to support its growth in the clean energy market [1][2] - Coddington brings over 20 years of experience in financial planning and operational finance, having previously served as CFO of Peloton and held senior roles at Amazon Web Services, Walmart.com, Adara, and Netflix [3] - The company aims to make clean energy accessible and affordable for American families, connecting homeowners with vetted clean energy partners and financing solutions [4] Company Overview - Palmetto is a consumer energy platform focused on simplifying the clean energy transition for American households [4] - The company offers a digital-first marketplace that connects consumers with solutions in solar, storage, HVAC, backup power, and energy-efficient appliances [4] - Palmetto's mission includes reducing utility costs, increasing energy resilience, and achieving energy independence for millions of households [4]