Software & Agentic AI: Code Talkers Series – GCP & Coding Agent Subject Matter Expert

研报英文原文证据摘录

Software & Agentic AI: Code Talkers Series – GCP & Coding Agent Subject Matter Expert

Truist Securities

Equity Research Report June 15, 2026

TMT: Application Software and

Agentic AI Software & Agentic AI: Code Talkers

Series – GCP & Coding Agent Subject

Terry Tillman Matter Expert

404-926-5362 We are spending an increasing amount of time with actual builders, industry contacts

Terry.Tillman@truist.com

that are part of a significant and expected long-lasting technology wave associated

with agentic AI and coding agents. As part of our Code Talker series, we hear from

Connor Passarella subject-matter experts and individuals involved in software coding, which is currently

212-326-6153 the most notable area within enterprise agentic monetization. In this edition, we highlight Connor.Passarella@truist.com

a conversation with an experienced software engineer who has a strong background in

Google Cloud's (Alphabet, GOOGL, Buy, Squali) tech stack.

Giancarlo Valle

212-537-9006

Giancarlo.Valle@Research.truist.com Below, we provide takeaways from our subject matter expert conversation as presented

in their context and experience.

Luc Radice In our opinion, the takeaways are especially relevant for companies in our coverage 212-537-9032

Luc.Radice@truist.com that increasingly depend on multi-step agent workflows such as Manhattan Associates

(MANH, Buy), Salesforce (CRM, Buy) and Klaviyo (KVYO, Buy).

5 Page Document How do you & your team use AI now? What productivity gains if any have you

seen? Our contact stated that their team currently uses AI in some form for every task,

all times of the day. Currently, 99% of all code is automated and written by coding agents,

Reasons for this report but use cases are now expanding. Our contact stated that they are now increasingly