Hedberg & Jaluria Weekly Software Recap/Preview

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Hedberg & Jaluria Weekly Software Recap/Preview

onferences and accompanying investor days.

• Checks from AWS Summit NYC: We attended the AWS Summit in NYC where we heard from

vendors from across the software stack, customers and partners. Overall, we come away from

the event positive on the demand trends for vendors well-positioned in AI infrastructure/security

with favorite names being CRWD, DDOG, FFIV, NET, and PANW. The main themes across our

conversations centered around AI cost control, output quality measurement, and how to secure

agentic deployments at scale. The unanimous topic, however, was getting token costs under control as

organizations look to continue to deploy AI at scale, but do so in a responsible and ROI-driven manner.

• Thoughts from Databricks' Data + AI Summit 2026: In conjunction with our broader coverage of the

data, AI and analytics market, we attended the Databricks’ Data + AI Summit this week. We believe

enterprise AI adoption is hitting an inflection point as momentum continues to build across cloud/

data/ AI modernization with customers leveraging contextual data for an AI advantage, which could

serve as a boost to companies across our data and AI coverage including DDOG & SNOW and our

cyber coverage including CRWD, NET and PANW.

• Additional research highlights: Adobe announced new solutions as we look forward to today's

virtual fireside, Expanding Adobe's environment for creative agents, Thoughts from our virtual

fireside chat with Adobe, Salesforce Announces Agreement to Acquire Fin (formerly Intercom) For

$3.6B, DV introduction of new cognitive AI engine Neura, Thoughts from Nexxen's Investor Day,

PUBM announces the launch of its Creator Marketplace, Thoughts from SailPoint's 2026 Investor