Wake That SaaS Up Daily 6/17/2026

Research evidence excerpt

Wake That SaaS Up Daily 6/17/2026

Enterprise Software

Security Software

Vertical Software

Wake That SaaS Up Daily 6/17/2026 June 17, 2026

The Wolfe Byte

This morning, we highlight takeaways from SAIL A-Day, MSFT looking into

DeepSeek as an alternative model for Copilot Cowork and $3B cloud infra deal

with ORCL falls through, RBRK appoints Amit Nehru to a senior exec position, and Alex Zukin

OKTA and GOOGL expand their partnership. azukin@wolferesearch.com

(415) 878-6420

View Alex’s Research

View Comp Table

Upcoming Events: Joshua Tilton, CFA

●Databricks Data and AI Summit – June 15-18, 2026 in San Francisco, CA JTilton@wolferesearch.com(415) 878-6430

●Check Point Engage – June 17-18, 2026 in Chicago, IL View Joshua’s Research

●Figma Config – June 23-25, 2026 in San Francisco, CA

Arsenije Matovic

●Samsara Beyond – June 23-26, 2026 in Las Vegas, NV amatovic@wolferesearch.com

●DAC – July 26-29, 2026 in Long Beach, CA (646) 582-9334

●Black Hat USA – August 1-6, 2026 in Las Vegas, NV Patrick O'Neill

poneill@wolferesearch.com

●AI4 Conference – August 4-6, 2026 in Las Vegas, NV (415) 878-6422

●Crowdstrike Fal.Con – August 31-September 3, 2026 in Las Vegas, NV

Ivan Radojicic

●Workiva Amplify – September 14-16, 2026 in Las Vegas, NV iradojicic@wolferesearch.com

●Autodesk University – September 15-17, 2026 in Las Vegas, NV

●Dreamforce – September 15-17, 2026 in San Francisco, CA

●Hubspot Inbound – September 16-18, 2026 in Boston, MA

●Intuit Investor Day – September 17, 2026 in Mountain View, CA

●Monday.com Elevate – September 17, 2026 in New York, NY

●Oktane – September 22-24, 2026 in Las Vegas, NV

●World of Workato – September 22-24, 2026 in Las Vegas, NV

●UiPath Fusion – September 22-25, 2026 in Las Vegas, NV

●OpenAI DevDay – September 29, 2026 in San Francisco, CA