Zukin's Next Week Today 6/18/2026

研报英文原文证据摘录

Zukin's Next Week Today 6/18/2026

Enterprise Software

Security Software

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Zukin's Next Week Today 6/18/2026 June 18, 2026

The Wolfe Byte

Our weekly newsletter covering all things SaaS, including stock calls, public and

private news, analyst day recaps, valuation trends, and more. Read this to be ready

for the week ahead! Alex Zukin

azukin@wolferesearch.com

(415) 878-6420

View Alex’s Research

It might be a short week, but the days sure felt very long with conferences, analysts View Comp Table

days, marketing, and new coverage. Databricks stole the show this week with their Joshua Tilton, CFA

annual Data + AI Summit where Aegon (Ali) The Conqueror unleashed some JTilton@wolferesearch.com

innovation dragons (LTAP, Reyden, Ontology, Gateway). A lot of investors asked (415) 878-6430

View Joshua’s Research

what we thought of SNOW after the conference, to which we responded, you can't

buy the private one and the public one is seeing some of the same great trends! We Arsenije Matovic

amatovic@wolferesearch.com

also continue to love ourselves some MDB which Dbrickishaw Ferguson is NOT (646) 582-9334

going H2H with and where we feel that 2H Ai tailwinds will be felt. It felt like Patrick O'Neill

everywhere you turned there was more innovation from LTAP to SIEM, Ontology to poneill@wolferesearch.com

(415) 878-6422

Unity Catalog and more which is all flowing through as impressive 65% core ARR

growth. The only "bad news" here is that the company is private. The good news is Ivan Radojicic

iradojicic@wolferesearch.com

SNOW isn't, and we think it's a great way to play many of the exciting themes we

saw at Databricks. We also left the event feeling as though the Agent wave has only

just begun and as they start cruising enterprise systems (and bruising networks) some