LONDON--(BUSINESS WIRE)--RWS Global, the world leader in groundbreaking live moments across entertainment and sports, today announced it has selected Box, Inc. (NYSE: BOX) as its Intelligent Content Management (ICM) partner to help fuel AI-driven content in the company's experiential ecosystem. Engaging millions of people every day, RWS Global delivers endtoend creative, technical and operational solutions for world's leading destinations and brands, including Apple, The Coca-Cola Company, TU. ...

软件工程独占了49.7%的智能体工具调用量，像一根拔地而起的烟囱。 剩下的16个垂直行业——医疗、法律、金融、教育、客服、物流，每一个的份额都是个位数：医疗1%。法律0.9%。教育1.8%，没有任何一个超过9%。 Y Combinator的CEO陈嘉兴（Garry Tan）盯着这张图，得出了一个让很多创业者坐不住的结论：那片几乎空白的区域，藏着下一代300个独角兽。 他的原话更直白：「如果我今天创业，我会盯着那张柱状图上那一大片红色区域，直到从中看到自己的未来。」 Anthropic最新报告揭示，AI智能体近半数使用量集中在软件工程，其余16个垂直行业各占不到9%。AI已具备连续工作5小时的能力，但用户目前最多只 让它跑42分钟，信任远未跟上技术。Y Combinator CEO陈嘉兴断言：这片几乎空白的行业版图里，藏着下一代300个独角兽。 你所在的行业，可能还没见过哪怕一分钟的AI智能体。 这个事实本身蕴含着巨大的机会。 2026年2月18日，Anthropic发布了一份关于AI智能体实际使用情况的大规模研究报告（报告：https://anthropic.com/research/measuring-ag ...

【新智元导读】 Anthropic最新报告揭示，AI智能体近半数使用量集中在软件工程，其余16个垂直行业各占不到9%。AI已具备连续工作5小时的能力，但用户目 前最多只让它跑42分钟，信任远未跟上技术。Y Combinator CEO陈嘉兴断言：这片几乎空白的行业版图里，藏着下一代300个独角兽。 你所在的行业，可能还没见过哪怕一分钟的AI智能体。 这个事实本身蕴含着巨大的机会。 2026年2月18日，Anthropic发布了一份关于AI智能体实际使用情况的大规模研究报告（报告：https://anthropic.com/research/measuring-agent-autonomy）， 分析对象是其公共API上数百万次真实的人机交互。 报告的核心发现可以浓缩成一张柱状图。 软件工程独占了49.7%的智能体工具调用量，像一根拔地而起的烟囱。 剩下的16个垂直行业——医疗、法律、金融、教育、客服、物流，每一个的份额都是个位数：医疗1%。法律0.9%。教育1.8%，没有任何一个超过9%。 Y Combinator的CEO陈嘉兴（Garry Tan）盯着这张图，得出了一个让很多创业者坐不住的结论：那片几乎空白的 ...

Backblaze, Inc. (BLZE) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to a loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +351.13%. A quarter ago, it was expected that this company would post a loss of $0.01 per share when it actually produced earnings of $0.03, delivering a surprise of +400%.Over the last four quarters, the company has ...

Core Viewpoint - Box, Inc. (NYSE:BOX) is identified as a promising investment opportunity with potential for double-digit growth driven by product expansion and customer upgrades to the Enterprise Advanced tier [1][2]. Group 1: Revenue Growth Potential - Box is guiding for a year-over-year revenue growth of 8% for calendar 2025, but analysts at DA Davidson believe there is a pathway to double-digit growth beyond that [2]. - The company is experiencing better-than-expected seat growth, indicating an increase in users or expanded usage within existing accounts [2]. Group 2: Pricing and Monetization - Box is achieving the high end of expected pricing uplift when customers upgrade, suggesting effective monetization strategies [3]. - The company's free cash flow is projected at 12x for calendar year 2026, indicating potential for multiple expansion if sustained growth can be demonstrated [3]. Group 3: Product Expansion - Box Extract, an AI-powered data extraction tool, reached general availability on January 15, enhancing the company's capabilities in intelligent content management [4]. - This product transforms unstructured enterprise content into structured, actionable metadata, differentiating itself from traditional OCR tools [4]. Group 4: Company Overview - Box, Inc. provides cloud content management and collaboration software, integrating with applications like Microsoft 365, Google Workspace, and Salesforce, and supports various enterprise workflows [5].

Group 1 - Box, Inc. is identified as a potentially undervalued stock, currently down 36% from its high, with a focus on document storage and collaboration software [1] - The company is expected to grow its earnings by 15% this year and is trading at 16 times this year's earnings estimates, indicating a relatively low valuation [1] - CEO Aaron Levie provided a strong rebuttal against the notion that AI will lead enterprise customers to abandon third-party software [1] Group 2 - Box, Inc. offers a cloud-based platform for secure management, sharing, and collaboration on digital content across devices [3] - While Box is recognized as a potential investment, there are AI stocks that may present greater upside potential and lower downside risk [3]

颠覆印度 IT 业的导火索？ 由于担心人工智能会影响未来的业务增长，全球资本市场的IT 股自2月份以来一直承受着压力。投资者 普遍担忧，AI技术的快速发展将彻底颠覆传统软件公司依赖订阅与续约的商业模式，引发板块估值重 构。据彭博社2月5日报道，Anthropic为新一代大模型推出的应用插件可以执行法律、销售、营销和数 据的自动化分析任务。这些工具能够执行合同审阅、法律简报整理、财务模型构建、数据分析报告生成 等任务。美国"福布斯"网站在2月4日的报道中认为，这些新工具"有望实现目前由软件服务公司提供的 多项任务的自动化"。 本轮全球软件股的暴跌中，被称为"世界办公室"的印度股市反应尤为剧烈。据《印度时报》报道，2月4 日印度科技股遭遇抛售潮，在Anthropic推出的新款人工智能应用可能会挑战印度软件出口商现有的商 业模式的市场判断下，负面情绪迅速蔓延。当天印度股市科技股板块市值蒸发约1.75万亿卢比（约合 1345亿元人民币）。福布斯数据显示，印度市值最大的IT服务公司塔塔咨询服务公司股价下跌近7%， 印孚瑟斯股价下跌7.37%。路透社援引分析师的观点称，新一代AI工具可能会取代公司入门级IT人员执 行的基 ...

Core Insights - Mamoon Hamid's transition to Kleiner Perkins from Social Capital was met with skepticism, as many viewed it as a risky move to join a firm perceived to be in decline [1][2][3] - Kleiner Perkins, once a leading venture capital firm, faced challenges in the mid-2010s, including internal tensions and a tarnished reputation due to a gender discrimination lawsuit [12][13][14] - Under Hamid's leadership, Kleiner Perkins has undergone a significant transformation, focusing on a narrower investment strategy and fostering a more collaborative culture [6][8][24] Company Overview - Kleiner Perkins was founded in 1972 and became known for its early investments in tech giants like Google and Amazon, but its focus shifted to cleantech in the 2000s, leading to mixed results [9][11][10] - The firm has raised over $6 billion in capital since Hamid and Ilya Fushman took over, with a focus on early-stage investments and high-potential deals [29][31] Leadership and Culture - Hamid and Fushman have implemented cultural changes at Kleiner, including open office layouts and firm-wide offsites, to promote collaboration and a startup-like energy [24][6] - The leadership duo emphasizes a mission to be the first call for founders aiming to make history, reflecting a shift towards a more founder-centric approach [24][8] Investment Strategy and Performance - Hamid's first major deal at Kleiner was leading Figma's $25 million Series B, which later went public at a valuation of $19.3 billion, marking a significant success for the firm [28] - Since 2018, Kleiner has returned $13 billion to its limited partners, with successful exits from companies like DoorDash, Peloton, and Slack [29][28] Competitive Landscape - Kleiner Perkins now competes with a diverse range of financial entities, including Wall Street banks and sovereign wealth funds, necessitating a more agile and focused investment strategy [8][40] - The firm aims to maintain a small partner structure to ensure quality control and a strong brand presence in a competitive venture capital environment [38][41]

The #1 Conceit in B2B at Scale: Masking a Slowdown in Net New Customers Why Covering Up Declining Customer Growth is the Beginning of the EndI’ve seen this movie play out dozens of times now across hundreds of B2B companies. And it almost always ends the same way.The #1 conceit in B2B — the thing that kills more companies than bad product, bad timing, or even bad management — is ignoring or masking a slowdown in net new customer acquisition.It’s seductive. It’s easy to rationalize. And it’s almost always f ...

Group 1 - Box, Inc. (NYSE:BOX) is recognized as a promising cloud stock, with Citi analyst Steve Enders maintaining a Buy rating and a price target of $40, indicating over 50% upside potential from current levels [1] - The company announced the general availability of Box Extract, which utilizes advanced generative AI models to help enterprises extract critical information and store it as metadata [2][3] - Box Extract allows organizations to automate workflows, access valuable information quickly, and enhance decision-making by transforming unstructured content into structured data [3] Group 2 - Box, Inc. operates a cloud content management platform that enables organizations to share and manage content from any device, with a presence in both Japan and the US [3] - The company was founded in 2005 and is headquartered in Redwood City, California [3]