Key Takeaways NET is experiencing massive growth in Workers AI inference requests. AI tools like MCP server and Cloudflare for AI aim to boost upsells and streamline workflows. NET is augmenting its products by implementing AI across its infrastructure and security suite.Cloudflare (NET) is implementing artificial intelligence (AI) initiatives across its portfolio and experiencing strong traction across AI Gateway, Workers AI and Durable Objects and Containers solutions. In the first quarter of fiscal 202 ...

Here's our initial take on MongoDB's (MDB 12.85%) fiscal 2026 first-quarter financial report.Key MetricsMetricQ1 FY25Q1 FY26Changevs. ExpectationsRevenue$450.6 million$549.0 million+22%BeatEarnings per share (adjusted)$0.51$1.00+96%BeatAtlas revenue growth32%26%-6 ppN/AFree cash flow$61.0 million$105.9 million+74%N/AWinning more customersMongoDB added 2,600 net new customers in the first quarter of fiscal 2026, bringing its total customer count for the platform-agnostic, document-oriented database, software ...