Kyndryl (NYSE:KD) Q3 2026 Earnings call February 09, 2026 08:30 AM ET Speaker3Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Lori Chaitman, Global Head of Investor Relations. Please go ahead.Speaker7Good morning, everyone, and welcome to Kyndryl's earnings call for the third fiscal quarter ended December 31, 2025. Before we begin, I'd like to remind you that our remarks today include forward-looking statements. These sta ...

Core Insights - Kocho has partnered with Zadara to enhance its cloud infrastructure, focusing on cybersecurity, identity, and cloud transformation services to meet increasing client demands and adapt to market changes [1][4] Group 1: Strategic Shift and Infrastructure - Kocho is transitioning from traditional infrastructure to a consumption-based, OPEX-driven cloud model with Zadara, reducing upfront capital investments and allowing for scalable resource management [2] - The collaboration with Zadara addresses challenges such as rising licensing costs and infrastructure complexity, providing a viable alternative to VMware [2] Group 2: Benefits of Partnership - Zadara's distributed edge cloud offers performance, data sovereignty, and real-time AI processing without data egress fees, enabling Kocho to focus on application development [3] - Clients of Kocho benefit from improved agility, faster service delivery, and secure data residency, supported by Zadara's advanced architecture and multi-tenancy capabilities [3] Group 3: Zadara's Capabilities - Zadara operates over 500 edge cloud locations globally, providing a cloud infrastructure that supports various use cases, including sovereign cloud and AI inference [5] - The platform features consumption-based pricing with zero data egress fees, designed to accommodate workloads across on-premises, hybrid, multi-cloud, or edge environments [5] Group 4: Company Background - Kocho specializes in Microsoft cloud technology, cybersecurity, and managed services, serving a diverse range of clients from mid-market organizations to large enterprises across various sectors [7][8] - Zadara is headquartered in Irvine, California, and offers 24/7 support with a skilled global team [6]

Extreme Networks (NasdaqGS:EXTR) Q2 2026 Earnings call January 28, 2026 08:00 AM ET Company ParticipantsEd Meyercord - President and CEOKevin Rhodes - EVP and CFOStan Kovler - SVP of Finance and Corporate DevelopmentTomer Zilberman - Associate in TMT Equity ResearchConference Call ParticipantsChristian Schwab - Senior Research AnalystDave Kang - Research Analyst Covering the Electronics IndustryDavid Vogt - Managing Director and Senior Equity AnalystEric Martinuzzi - Senior Research AnalystMike Genovese - S ...

Core Insights - HPE has announced a strategic collaboration with 2degrees to develop a private AI platform aimed at enhancing AI-driven innovation and modernizing 2degrees' technology environment [1][2][4] Group 1: Collaboration and Technology - The partnership focuses on creating a purpose-built private AI platform using HPE Private Cloud AI, which will enable 2degrees to deliver more agile and scalable solutions while ensuring data sovereignty [1][2][4] - The new AI platform will allow 2degrees to dynamically allocate resources across various AI use cases, optimizing network operations and reducing internal development cycles [2][3] Group 2: Benefits and Applications - The collaboration is expected to improve network performance, making it more resilient and predictable, while also enabling faster development and release of new products and features [3][5] - Initial AI use cases include autonomous network operations, predictive maintenance, and AI-powered capacity planning, which will enhance the overall customer experience [5][6] Group 3: Commitment to Data Sovereignty - 2degrees emphasizes its commitment to data sovereignty, ensuring that customer and operational data remain under New Zealand jurisdiction, which is increasingly important amid complex global data regulations [4][6] - The partnership with HPE is seen as a benchmark for how New Zealand organizations can responsibly utilize AI while maintaining control over their data [4][6]

Oracle’s specific role goes far beyond writing a check. The company has been designated as the Trusted Technology Partner. In the world of commercial real estate, this is comparable to a construction company buying a stake in a massive skyscraper to ensure it is the only one allowed to handle maintenance and renovations forever. This setup effectively locks out cloud competitors such as Amazon's (NASDAQ: AMZN) Amazon Web Services (AWS) and Alphabet's (NASDAQ: GOOGL) Google Cloud. By holding the keys to the ...

Core Insights - Brand Engagement Network, Inc. (BEN) has finalized a strategic partnership with Valio Technologies to create an exclusive AI licensing framework for government and commercial markets across Africa [1][2] - The partnership includes a memorandum of understanding with Nelson Mandela University to pilot an AI-powered mental health support initiative for students [5][6] Company Overview - BEN specializes in secure, governed conversational AI solutions tailored for regulated industries, utilizing proprietary technologies like Engagement Language Model (ELM™) and Retrieval-Augmented Generation (RAG) [4][11] - Valio Technologies focuses on deploying enterprise-grade AI and digital platforms in developing markets, and is the creator of eYakho Health, a digital health platform aimed at connecting healthcare services across Africa [9][12] Partnership Details - The partnership involves a $2.050 million preferred equity contribution from a newly formed South Africa-based entity to BEN, which will be recognized as intellectual property licensing revenue [8] - BEN will receive 25% common equity ownership in the new entity, along with a board seat and a 35% revenue share across various offerings [8] Market Context - The initiative addresses alarming mental health challenges among university students, with anxiety disorders affecting up to 37.1% of South African students and 64.7% experiencing perceived stress [6] - The partnership reflects a growing demand for compliant, sovereignty-aligned AI solutions across various sectors, including healthcare, financial services, and education [10]

Core Insights - Digital transformation is becoming essential for Swiss companies, with increasing demand for cloud services to support AI applications [1][2] Group 1: AI and Cloud Infrastructure - Swiss enterprises view AI as a long-term capability reliant on scalable cloud infrastructure, which supports sustained growth in public cloud services [2][3] - Companies are cautious in adopting AI, often testing use cases before broader implementation due to high initial costs and ethical concerns [2][3] Group 2: Data Sovereignty and Compliance - Data sovereignty is a critical requirement for Swiss organizations, leading to a demand for locally controlled and legally secure cloud environments [3] Group 3: Sustainability Initiatives - Swiss enterprises are integrating sustainability into their cloud strategies, investing in green technologies to reduce carbon footprints and achieve climate goals [4] Group 4: Cost Optimization - Cloud cost optimization is a priority for Swiss companies as rising IT spending leads to complex billing procedures, prompting the application of FinOps principles for better resource management [5] Group 5: Strategic Partnerships - Swiss companies are forming strategic partnerships with major cloud platforms to enhance digital competitiveness while adhering to strict data protection regulations [6] Group 6: Market Trends and Provider Evaluation - The 2025 ISG Provider Lens report evaluates 65 providers across various service categories, naming Swisscom as a leader in all seven quadrants [9] - HCLTech is recognized as a Rising Star in two quadrants, indicating promising potential in the market [10]

Core Insights - MongoDB (MDB) and Snowflake (SNOW) are leading cloud-based data platform providers, with MongoDB focusing on flexible database solutions and Snowflake on enterprise data warehousing and analytics [2] - The database market is projected to grow from $171.36 billion in 2026 to $329.05 billion by 2031, at a CAGR of 13.95%, driven by generative AI adoption, data-sovereignty regulations, and IoT data streams [3] MongoDB (MDB) Highlights - MongoDB's growth is supported by product innovation and strong adoption of its cloud platform, MongoDB Atlas, which accounts for over 75% of total revenues [4] - The company is enhancing its capabilities for analytics and AI applications, integrating features like vector search and text search into its core database [5] - MongoDB has a robust partner ecosystem and serves over 70% of the Fortune 100, with a customer base exceeding 62,500 [6] - The Zacks Consensus Estimate for MDB's fiscal 2026 EPS is $4.79, indicating a year-over-year growth of 30.87% [7] Snowflake (SNOW) Highlights - Snowflake's business model focuses on a cloud data warehouse platform that consolidates structured and semi-structured data, with product revenue reaching $1.16 billion in the fiscal third quarter, reflecting 29% year-over-year growth [8] - The company has launched Snowflake Intelligence, an AI platform that quickly gained 1,200 customers and a $100 million annual run rate [10] - The Zacks Consensus Estimate for SNOW's fiscal 2026 EPS is $1.2, suggesting a year-over-year growth of 44.58% [11] Price Performance and Valuation - Over the past six months, MongoDB's shares have increased by 79.9%, while Snowflake's shares have declined by 2.5% [12] - MongoDB trades at a forward price-to-sales ratio of 11.4x, compared to Snowflake's 12.66x, indicating a favorable valuation for MongoDB despite its stronger performance [14] Conclusion - Both MongoDB and Snowflake are well-positioned to benefit from the expanding database market, but MongoDB's growth profile appears more compelling due to its accelerating Atlas momentum and efficient customer acquisition [16][19] - MongoDB holds a Zacks Rank 1 (Strong Buy), while Snowflake has a Zacks Rank 3 (Hold), suggesting a more favorable investment outlook for MongoDB [20]

Core Insights - Rubrik has announced the launch of Rubrik Security Cloud Sovereign, which provides global organizations with complete data control, essential for national security and operational continuity [1][2]. Group 1: Product Offering - Rubrik Security Cloud Sovereign enables customers to maintain control over data location and access as regulations evolve [2]. - The offering is designed to ensure that no foreign entity, including governments or vendors, can access or control sensitive data, emphasizing the importance of data sovereignty for organizations [3]. - Key capabilities of Rubrik Security Cloud Sovereign include complete data sovereignty, immutable protection for critical data, sovereign-compatible threat detection, and multiple deployment options [7]. Group 2: Availability and Commitment - Early access to Rubrik Security Cloud Sovereign is available for select customers, with broader availability expected soon [4]. - The announcement reflects Rubrik's commitment to enhancing data sovereignty and security against both foreign and domestic threats [3]. Group 3: Company Background - Rubrik is recognized as a leader in the Gartner Magic Quadrant for Enterprise Backup and Recovery Software Solutions and serves over 6,600 customers globally, including major enterprises and government organizations [6].

Core Insights - Sidetrade has achieved SOC 1 Type II and SOC 2 Type II reports with an unmodified auditor's opinion, validating its control maturity and data protection practices [1][2] - The company has also completed a full ISO/IEC 27001:2022 recertification, confirming the effectiveness of its Information Security Management System (ISMS) [4][6] SOC Reports and ISO Certification - The SOC reporting framework provides independent assurance on the design and operating effectiveness of controls over time, with Sidetrade's reports confirming that internal controls were suitably designed and operated effectively [2][5] - SOC 1 Type II focuses on controls relevant to customer-facing applications supporting financial processing, while SOC 2 Type II covers controls across people, processes, and technology [8] - The ISO 27001:2022 recertification indicates alignment with international best practices, with no material nonconformities recorded [4][6] Operational Resilience and AI Integration - Sidetrade's successful audits occurred during a period of integration of acquisitions and expansion of its global footprint, demonstrating a level of control maturity capable of absorbing structural and technological changes [3][5] - The company's AI systems, including its agentic AI Aimie, are explicitly included in the scope of its ISO/IEC 27001:2022 certified ISMS [7] Regulatory Preparedness - The audit outcomes support Sidetrade's preparation for emerging regulatory frameworks, such as the EU AI Act, which will impose stricter expectations around risk management and transparency for AI companies [11] - The combination of SOC reports and ISO certification serves as a key trust signal for enterprises evaluating AI vendors in mission-critical financial workflows [11][12] Commitment to Security and Governance - Sidetrade emphasizes that security and compliance are designed as proactive control layers, developed to remain robust as products and market conditions evolve [5][6] - The company positions itself among AI providers that treat security assurance as a continuous operational discipline rather than a marketing milestone [12]