Wake That SaaS Up Daily 5/13/2026

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Wake That SaaS Up Daily 5/13/2026

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Wake That SaaS Up Daily 5/13/2026 May 13, 2026

The Wolfe Byte

This morning, we highlight earnings reviews for VIA and AI. We also highlight

takeaways from OAI capping MSFT revenue share, OAI's cyber initiative Daybreak;

PANW announcing Idira, TYL signing Riverside County, and Shlomo Kramer Alex Zukin

backing Skinos Ventures fund. azukin@wolferesearch.com

(415) 878-6420

View Alex’s Research

Upcoming Events: View Comp Table

●Freshworks Refresh – May 14, 2026 in New York, NY Joshua Tilton, CFA

JTilton@wolferesearch.com

●Informatica World – May 19-21, 2026 in Las Vegas, NV (415) 878-6430

●Docusign Momentum – May 20-21, 2026 in New York, NY View Joshua’s Research

●Sana AI Summit – May 21, 2026 in New York, NY Arsenije Matovic

●Snowflake Summit – June 1-4, 2026 in San Francisco, CA amatovic@wolferesearch.com

(646) 582-9334

●Cloudflare Investor Day – June 9, 2026 in New York, NY

●Datadog Dash – June 9-10, 2026 in New York, NY Patrick O'Neill poneill@wolferesearch.com

●Zenith Live – June 8-11, 2026 in Las Vegas, NV (415) 878-6422

●Rubrik Forward – June 8-11, 2026 in Las Vegas, NV Ivan Radojicic

●Databricks Data and AI Summit – June 15-18, 2026 in San Francisco, CA iradojicic@wolferesearch.com

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

●Samsara Beyond – June 23-26, 2026 in Las Vegas, NV

●DAC – July 26-29, 2026 in Long Beach, CA

●Black Hat USA – August 1-6, 2026 in Las Vegas, NV

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

●Workiva Amplify – September 14-16, 2026 in Las Vegas, NV

●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