Investor Presentation Q3 FY26 This presentation may contain forward-looking statements for which there are risks, uncertainties, and assumptions. Forward-looking statements may include any statements regarding strategies or plans for future operations; any statements concerning new features, enhancements or upgrades to our existing applications or plans for future applications; any projections of revenues, gross margins, earnings, or other financial items; and any statements of expectation or belief. Forwar ...

Palantir Technologies Inc (NASDAQ:PLTR) spent most of 2025 absorbing heat for its valuation, but while the market argued about the multiple, the company quietly executed one of the most aggressive expansion streaks of any enterprise software player this year. In 10 months, Palantir stitched together 26 partnerships spanning 15 sectors, taking its business far beyond the defense-first label critics still cling to.Track PLTR stock here.A Partner List That Reads Like A Corporate Who's WhoThe breadth is hard to ...

Key Takeaways AI expands integrations with Copilot, Fabric and Azure AI Foundry to unify enterprise AI operations.The deeper partnership lets users query data, access apps and deploy models across Microsoft platforms.A growing partner network and new integrator program support wider C3.ai adoption across industries.C3.ai, Inc. (AI) expanded its long-standing collaboration with Microsoft Corporation (MSFT) by upgrading integrations across Microsoft Copilot, Microsoft Fabric and Azure AI Foundry. The enhancem ...

Key Takeaways NetApp guides Q2 EPS to $1.84-$1.94 and revenues to $1.615B-$1.765B.All-flash, cloud storage and AI demand continue to strengthen across key products.Public Cloud revenues are expected to reach $178.7M, rising 6.4% from last year.NetApp, Inc. (NTAP) is slated to release second-quarter fiscal 2026 earnings on Nov. 25, after the closing bell.The company expects non-GAAP earnings per share to be between $1.84 and $1.94 for the quarter. The Zacks Consensus Estimate is currently pegged at $1.89 per ...

Core Insights - Lenovo Group reported record financial results for Q2 FY 2025/26, with total revenue reaching US$20.5 billion, a 15% increase year-on-year, and adjusted net income growing 25% to US$512 million [1][6][15] - The company achieved double-digit revenue growth across all business groups and geographies, with AI-related revenue accounting for 30% of total revenue, up 13 percentage points year-on-year [2][3] Financial Performance - Group revenue for Q2 FY 2025/26 was US$20,452 million, compared to US$17,850 million in Q2 FY 2024/25, reflecting a 15% increase [6][15] - Adjusted net income rose to US$512 million from US$409 million, marking a 25% increase year-on-year [6][17] - Basic earnings per share decreased to 2.77 US cents from 2.92 US cents, a decline of 5% [6][17] Business Strategy and Growth - Lenovo's strategy focuses on hybrid AI, with significant advancements in Personal AI and Enterprise AI, aiming to personalize AI for individuals and enterprises [3][5] - The Intelligent Devices Group (IDG) reported nearly 12% revenue growth to US$15.1 billion, with a 25.6% market share in PCs, reinforcing its market leadership [11] - AI PC shipments accounted for 33% of total shipments, with Lenovo leading the Windows AI PC segment at 31.1% market share [11] AI and Innovation - The AI-related revenue mix increased significantly, driven by high-double-digit growth in AI Servers and triple-digit growth in AI PCs, smartphones, and services [2][3] - Lenovo's Personal AI strategy aims to enhance consumer demand for hyper-personalization, launching a Personal AI super agent in January 2026 [8] - The Enterprise AI strategy is designed to transform data into actionable insights, with a focus on on-premises and edge inferencing [9] Corporate Developments - Lenovo's Board declared an interim dividend of 8.50 HK cents per share, reflecting the company's commitment to delivering sustainable returns to shareholders [4] - The company has been recognized for its supply chain excellence, ranking 8th in the Gartner Supply Chain Top 25 for 2025 [21] - Lenovo's factory in Monterrey, Mexico, was added to the World Economic Forum's Global Lighthouse Network, highlighting its manufacturing capabilities [16]

Core Insights - Workday has launched Workday GO, an all-in-one solution aimed at midsize organizations to streamline HR and finance operations, enhancing deployment speed and scalability [1][3][4] Group 1: Importance of Midsize Organizations - Midsize businesses constitute nearly 90% of global companies and are responsible for up to 70% of employment and global GDP [2] - These organizations often face challenges due to outdated systems and fragmented payroll processes, hindering their growth and efficiency [2] Group 2: Features of Workday GO - Workday GO integrates industry-leading HR, payroll, and AI into a single, easy-to-deploy solution, addressing the needs of midsize businesses [3][4] - The solution includes Workday GO Global Payroll, which simplifies payroll management across different countries, ensuring compliance and operational efficiency [5][6] Group 3: Deployment and Partner Network - The introduction of the Workday GO Partner Network aims to provide a unified ecosystem for payroll, benefits, and deployment, facilitating easier scaling for customers [7] - A new Deployment Agent powered by AI is designed to streamline setup and reduce implementation time by up to 25%, allowing customers to realize value sooner [9] Group 4: Availability and Future Plans - The next release of Workday GO, including the Deployment Agent and Global Payroll, is set to be available in February 2026 across several countries, with plans for further market expansion [11]

Core Insights - Workday has launched the EU Sovereign Cloud, allowing EU-based organizations to utilize its AI-powered HR and finance solutions while ensuring data security and local control [1][3][5] Data Sovereignty and Compliance - Over 80% of business leaders prioritize data sovereignty as a strategic business goal amid new regulations like the EU Data Act and ongoing geopolitical uncertainties [2] - The Workday EU Sovereign Cloud addresses the challenge of adopting AI while maintaining compliance and operational control [2][5] AI Integration and Benefits - The new cloud offering enables faster deployment of AI, leading to measurable outcomes such as reduced manual effort and improved decision-making [4][5] - Workday's AI capabilities are embedded in its platform, enhancing efficiency and innovation for organizations [4][5] Infrastructure and Security - The EU Sovereign Cloud is built on a resilient infrastructure with multiple geographically separated data centers, ensuring continuous operation of critical systems [6] - End-to-end encryption and hardware protections safeguard customer data, while oversight from an EU advisory board enhances compliance and transparency [6][7] Partnership with AWS - Workday's EU Sovereign Cloud leverages AWS's secure cloud infrastructure, benefiting from its scale and proven security to meet high standards of data protection [7][8] - This collaboration allows European organizations to innovate while maintaining control over their data [8] Availability - The Workday EU Sovereign Cloud is set to be available to European customers in 2026, with plans for additional regionally tailored data sovereignty offerings to follow [9]

Core Insights - Workday has announced a definitive agreement to acquire Pipedream, an integration platform for AI agents, which will enhance Workday's capabilities by connecting its HR and finance data to over 3,000 business applications [1][4][9] Group 1: Acquisition Details - The acquisition aims to strengthen Workday's platform by enabling AI agents to initiate workflows, pull data, and execute tasks across Workday and third-party systems [1][2] - The transaction is expected to close in the fourth quarter of Workday's fiscal year 2026, ending January 31, 2026, pending the satisfaction of closing conditions [9] Group 2: Benefits of the Acquisition - With Pipedream, Workday will extend its AI capabilities to thousands of applications, allowing customers to integrate information and workflows directly into Workday [2][4] - The acquisition will enable AI agents to securely connect to major enterprise systems, enhancing their ability to retrieve data and execute tasks [4][5] Group 3: Strategic Vision - Workday is developing an end-to-end platform for building AI agents that can understand a company's full business context and drive meaningful results [5][6] - The integration of Pipedream, along with previous acquisitions, supports Workday's vision of actionable AI by unifying intelligence, orchestration, and connectivity [5][6] Group 4: Community and Innovation - Pipedream's active builder community will facilitate the creation of new connectors, enhancing the capabilities of AI agents and promoting innovation within the Workday platform [7]

Core Insights - ServiceNow is enhancing enterprise AI capabilities through seamless integrations with Microsoft, which facilitates improved collaboration, orchestration, and governance [1] Company Developments - The integration with Microsoft is expected to advance the functionality of ServiceNow's platform, allowing for more efficient workflows and better resource management [1] - This partnership aims to leverage Microsoft's cloud services to enhance ServiceNow's offerings, potentially increasing market competitiveness [1] Industry Impact - The collaboration signifies a growing trend in the industry where companies are increasingly focusing on AI-driven solutions to improve operational efficiency [1] - The integration of AI in enterprise solutions is likely to reshape how organizations manage their processes and governance, indicating a shift towards more automated and intelligent systems [1]

In its strongest quarter ever, Palantir Technologies (NYSE: PLTR) delivered results that solidified its leadership in enterprise AI, combining record growth with historic profitability. For Q3 2025, revenue surged 63% year-over-year and 18% sequentially, driven by a 121% jump in U.S. commercial business, while the company achieved a Rule of 40 score of 114%—a level rarely seen in software. CEO Alex Karp described the results as “arguably the best any software company has ever delivered,” underscoring Palant ...