SAN FRANCISCO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Fieldguide, a leading agentic AI-native platform for audit and advisory, today announced a $75 million Series C led by Growth Equity at Goldman Sachs Alternatives, with participation from new investor, Geodesic, and existing investors Bessemer Venture Partners, 8VC, and Thomson Reuters. The financing brings Fieldguide’s total funding to $125 million and values the company at $700 million. Audit and advisory firms are facing a structural capacity problem. Regu ...

亚马逊云科技合作伙伴成长故事 近日，亚马逊云科技核心级服务合作伙伴伊克罗德信息科技有限公司（eCloudrover），凭借在生成式AI领域的卓 越实践与前瞻布局，斩获了"亚马逊云科技年度创新合作伙伴奖"。伊克罗德信息自2014年成立以来，与亚马逊云 科技并肩同行超过十年，这一奖项不仅是对伊克罗德技术实力的认可，更是一个重要的里程碑：它标志着伊克罗 德信息已经成功实现了从"云架构师"到"AI技术引路人"的深度进阶。 从"搬运工"到"引路人"：十年角色的重塑 伊克罗德信息的十年发展验证了创新与商业价值实现的双重上升螺旋。2014年，云计算在中国尚处于萌芽阶段， 伊克罗德信息便坚定地选择携手亚马逊云科技，担任起客户专业"云架构师"与"业务负载搬运工"的角色。在最初 的五六年里，伊克罗德信息的核心工作是帮助客户厘清本地上云的风险，规划迁移路径，并提供托管服务 （MSP）。凭借扎实的技术和FinOps实践，伊克罗德信息帮助客户平均节省了30%以上的云上开支。 随着2020年前后机器学习和AI浪潮的兴起，客户的需求从"使用云"转向了"用AI解决业务痛点"。伊克罗德信息敏 锐地把握住转型机遇，成为客户新技术的"引路人"。那 ...

这冰火两重天的背后，是一个旧时代的落幕与新范式的崛起：市场不再为"卖账号"的SaaS买单，但愿意 为"卖结果"的RaaS（Result as a Service，结果即服务）支付高溢价。 近期，资深行业观察员在对 RaaS 产业链的深度追踪与渠道调研时发现，百融云创（6608.HK）不仅踩 中了 RaaS 的风口，更已在客户端构建起中国规模最大的'硅基劳动力'交付网络。" 【导语】当美国SaaS巨头Salesforce和Adobe开年遭遇估值杀跌（跌幅超15%），资本市场对"订阅模 式"的耐心似乎已耗尽。然而在大洋彼岸的港股市场，AI板块却因头部企业披露的"10倍增长"业绩预告 而集体沸腾。 一、 拒绝"市梦率"，回归"含金量"：RaaS的商业本质 不同于上一轮AI泡沫中充斥的"市梦率"故事，RaaS模式之所以能引爆股价，是因为它极其"现实"。 根据百融云创近期的战略及产品发布，我们发现"RaaS"并非是一次突兀的商业转型，而是其长达11年的 纵深演进。不同于传统SaaS依靠贩卖"席位"和"工具"的收租逻辑，百融云创自创立之初便确立了"为效 果付费"的商业基石： • 1.0 MaaS 时代（决策智能时代）：通 ...

Market Overview - The agentic AI market is projected to grow nearly 10 times by 2030, with global enterprise agentic AI expected to increase from $2.6 billion in 2024 to over $24 billion by 2030 [2] Company Analysis: UiPath - UiPath is positioned as a market leader in agentic AI, with its platform integrating agents and data to enhance productivity and office workflows [3][4] - The company reported an operating profit of $13 million in the third quarter, a significant improvement from a loss of $43 million in the same quarter the previous year [6] - UiPath's stock trades at just over 5 times trailing revenue and has seen an 83% decline from previous highs, with analysts projecting earnings growth at an annualized rate of 26% [7] Company Analysis: Alphabet (Google) - Alphabet operates the infrastructure necessary for agentic AI, including chips, models, and data centers, with its Gemini model being widely adopted [8][10] - Google Cloud experienced a 34% year-over-year revenue increase in the third quarter, driven by enterprise adoption of agentic AI [11] - Alphabet's stock trades at 30 times 2026 earnings estimates, reflecting its strong advertising revenue and growth potential in the cloud sector [12]

Group 1 - DigitalOcean Holdings Inc. (NYSE:DOCN) is recognized as one of the best performing new tech stocks, with analysts raising price targets due to the success of its AI assistant, Clawdbot [1] - Bank of America increased its price target for DigitalOcean to $72 from $60, reflecting the company's strong position in the early stages of agentic AI adoption [1] - Barclays also raised its price target for DigitalOcean to $63 from $49, citing a favorable setup for software in 2026 amid stable macro and IT spending [2] Group 2 - Piper Sandler raised DigitalOcean's price target to $50 from $47, indicating a cautious outlook due to limited visibility and the need for the company to exceed growth projections [3] - DigitalOcean operates a cloud computing platform providing on-demand infrastructure and platform tools for developers across various regions, including North America, Europe, and Asia [4]

Core Insights - AppFolio reported a strong performance in Q4 and full-year 2025, with revenue of $248 million for the quarter and $951 million for the year, reflecting year-over-year increases of 22% and 20% respectively [3][4][6] - The company is positioned for continued growth in 2026, with guidance of $1.10 to $1.12 billion in revenue and a non-GAAP operating margin of 25.5% to 27.5% [6][17] Revenue Composition - Value-added services revenue reached $185 million in Q4, a 20% increase year over year, contributing to a full-year total of $722 million, up 19% [1] - Subscription services revenue was $56 million in Q4, up 17% year over year, with a full-year total of $211 million, also up 17% [2] Unit Growth and Customer Metrics - AppFolio managed approximately 9.4 million units across 22,096 customers at the end of Q4, marking an 8% increase in units and a 6% increase in customers year over year [7][8] - The company added over 500,000 units in the second half of 2025, with premium tier adoption exceeding 25% [5][8] AI Strategy and Product Expansion - The company is focusing on an "AI-native performance platform," integrating AI capabilities into workflows, with 98% of customers using at least one AI feature [5][10] - New product offerings include Realm-X "Performers" and Realm-X Flows, aimed at enhancing operational efficiency and customer experience [12] Customer Outcomes and Services - AppFolio's Resident Onboarding Lift service, co-created with Second Nature, aims to enhance the move-in experience and generate revenue opportunities [14] - Customer feedback indicates high satisfaction, with 96% of new customers reporting improved business performance after switching to AppFolio [14] Margins and Expenses - The non-GAAP operating margin for Q4 was 24.9%, up from 20.2% in the prior year, while the full-year margin was 24.7%, slightly down from 25.2% in 2024 [15] - Cost of revenue was 36% of revenue in Q4, a decrease from 37% year over year, with overall operating expenses as a percentage of revenue remaining stable at 38% for the full year [16]

Core Viewpoint - Richtech Robotics Inc. faced a significant decline in share price, dropping over 20% in intraday trading on January 29, 2026, following allegations of misrepresentation regarding its collaboration with Microsoft and missing its 10-K extended filing deadline [1][4]. Group 1: Allegations and Investigations - Hunterbrook Media published a report accusing Richtech Robotics of mischaracterizing its collaboration with Microsoft and failing to meet its 10-K filing deadline, which had already been extended by fifteen days in December 2025 [2][3]. - Gibbs Mura is investigating a potential securities class action lawsuit against Richtech Robotics, focusing on whether the company violated federal securities laws by providing false or misleading statements to investors [1][2]. Group 2: Details of the Collaboration and Filing Issues - On January 27, 2026, Richtech Robotics announced a "hands-on collaboration" with Microsoft through Microsoft's AI Co-Innovation Labs, aimed at developing agentic AI in robotic systems. However, Hunterbrook Media claims that Microsoft denied any partnership, stating that Richtech Robotics is merely a customer involved in a standard customer engagement without commercial elements [3]. - Richtech Robotics filed an NT 10-K notification of late filing in December 2025, which extended its 10-K filing deadline to January 13, 2026. The company ultimately filed the 10-K seven days after this extended deadline, on January 20, 2026. This delay raises questions about whether Richtech Robotics received a deficiency notice from NASDAQ and failed to disclose it publicly as required [3].

Core Insights - The article discusses Sabre Corporation's new whitepaper titled "The Secure AI Advantage: Governance and Trust in Travel Technology," which emphasizes the need for trust in the travel industry as it transitions to intelligent automation and agentic AI [1][2]. Group 1: Trust and Security in AI - The travel industry is at an inflection point where the systems that can transform travel also require a reimagined approach to security [2]. - Trust must be integrated into the data, identity, and verification processes of AI systems, as autonomy without trust is deemed unusable [3]. - Sabre advocates for a mindset shift in the industry, asserting that AI's full potential can only be unlocked if trust is designed, demonstrated, and durable [3][4]. Group 2: Sabre's Technological Strategy - Sabre's technology strategy is anchored in the philosophy that trust is a core tenet of infrastructure, not just a feature [4]. - The company has modernized its infrastructure through a collaboration with Google Cloud, enabling enterprise-grade AI with embedded security [5]. - The SabreMosaic platform and the Sabre IQ AI Layer provide customers with AI that includes guardrails, lineage, and accountability [5]. Group 3: Implementation and Future Directions - Moving over 50 petabytes of data to the cloud was a significant milestone for Sabre, laying the foundation for safe and autonomous AI systems [6]. - The whitepaper concludes with five tips for other companies to enhance security in the agentic era and invites the industry to participate in its global Agentic U roadshow [6]. - Sabre aims to lead with transparency and set a higher standard for responsible AI, helping partners embrace the future of travel confidently [7].

Group 1: AI Chatbot Market Dynamics - OpenAI's ChatGPT currently holds 68% of the AI chatbot market, a decrease from 87.2% a year ago, while Google's Gemini has rapidly increased its market share to 18.2% from 5.4% in January 2025 [2] - The competition in the generative AI chatbot space is intensifying, particularly with the success of Gemini [1] Group 2: Investment and Valuation Trends - SoftBank is in discussions to invest up to $30 billion in OpenAI's latest funding round, which could elevate OpenAI's valuation to approximately $830 billion [2] - Anthropic has raised its revenue forecast for 2026 by 20% to $55 billion, indicating strong growth potential in the AI sector [3] Group 3: Emergence of Agentic AI - 'Agentic AI' represents a new wave of AI technology capable of achieving complex goals with minimal human oversight, exemplified by the Clawdbot (now Moltbot) [5] - The rise of agentic AI is causing traditional software stocks to face selling pressure as investors anticipate disruption [5] Group 4: Corporate Investments and Stake Valuations - Zoom has seen its shares surge following its $53 million investment in Anthropic, with its stake now valued at least $2 billion [4] - Other major tech companies, including Amazon, also hold stakes in Anthropic, reflecting the growing interest in AI technologies [4]

Seagate Technology Earnings Call Summary Company Overview - **Company**: Seagate Technology (STX.O) - **Industry**: IT Hardware - **Market Cap**: $84,018 million - **Current Stock Price**: $371.76 (as of January 27, 2026) - **Price Target**: Increased from $372.00 to $468.00, with a bull case of $600.00 [2][3][9] Key Financial Metrics - **Revenue**: $2.83 billion for F2Q26, exceeding Morgan Stanley estimates by 1% and consensus by 3% [11] - **Gross Margin**: 42.2%, outperforming estimates by 100bps and 130bps [11] - **Operating Margin**: Expected to approach mid-thirties percentage in the upcoming quarter [11] - **EPS**: Increased to $3.40 +/- $0.20 for the March quarter, with FY27 EPS revised to $26.00 from $20.80 [9][10] Core Insights - **Demand Drivers**: Strong demand for HDDs driven by data center storage needs, particularly in video, agentic AI, and multi-modal applications [5][9] - **Pricing Power**: Strengthening pricing environment due to supply-demand imbalance, with expectations for further pricing tailwinds into CY27 [9][12] - **HAMR Technology**: The ramp-up of Heat-Assisted Magnetic Recording (HAMR) technology is accelerating, with significant growth expected in shipments of the Mozaic 3 and Mozaic 4 platforms [10][15] - **Market Outlook**: The HDD cycle is expected to remain strong, with supply constraints leading to favorable pricing dynamics [9][12] Earnings Performance - **Revenue Growth**: Driven by Edge IoT revenue, which was 14% above estimates, while Data Center revenue was slightly below expectations [11] - **Non-GAAP Net Income**: Reported at $702 million, representing a net margin of 24.8%, beating estimates [11] - **Future Guidance**: Management guided for revenue of $2.90 billion +/- $100 million for the March quarter, indicating a 3% quarter-over-quarter growth at the midpoint [11] Investment Thesis - **Overweight Rating**: The stock is rated as Overweight due to strong demand growth, pricing power, and technological advancements [22] - **Long-term Growth**: The company is positioned to benefit from ongoing data growth and AI-driven storage demand, with expectations for multi-year earnings growth [22] - **Risks**: Potential risks include slower-than-expected HDD demand growth and geopolitical tensions affecting supply chains [31] Additional Insights - **Capacity and Shipments**: Nearline HDD capacity is fully accounted for in CY26, with demand visibility extending into CY27 [12] - **Margin Expansion**: Gross margins are expected to expand to 50%+ levels, driven by pricing actions and a favorable product mix [21] - **CSP Qualifications**: All major US Cloud Service Providers (CSPs) have qualified on Mozaic 3, with increasing qualifications for Mozaic 4 expected [15] This summary encapsulates the key points from Seagate Technology's earnings call, highlighting the company's strong performance, market dynamics, and future outlook.