普通外文研报
Wake That SaaS Up Daily 6/30/2026
研报英文原文证据摘录
Wake That SaaS Up Daily 6/30/2026
Enterprise Software
Security Software
Vertical Software
Wake That SaaS Up Daily 6/30/2026 June 30, 2026
The Wolfe Byte
This morning, we highlight takeaways from PLTR and NVDA launching AI Engine
for US government, AMZN increasing GPU rental prices by 20%, and TENB One
Cloud Exposure receiving FedRAMP high and IL5 authorization. Alex Zukin
azukin@wolferesearch.com
(415) 878-6420
View Alex’s Research
Upcoming Events: View Comp Table
●AI Engineer World's Fair – June 30-July 2, 2026 in San Francisco, CA Joshua Tilton, CFA
●Wolfe July Software Bus Tour – July 7-9, 2026 in San Francisco, CA JTilton@wolferesearch.com(415) 878-6430
●AGI Summit – July 18-19, 2026 in San Francisco, CA View Joshua’s Research
●DAC – July 26-29, 2026 in Long Beach, CA
Arsenije Matovic
●Black Hat USA – August 1-6, 2026 in Las Vegas, NV amatovic@wolferesearch.com
●AI4 Conference – August 4-6, 2026 in Las Vegas, NV (646) 582-9334
●AI Risk Summit – August 11-12, 2026 in San Francisco, CA Patrick O'Neill
poneill@wolferesearch.com
●MongoDB.local – August 13, 2026 in San Francisco, CA (415) 878-6422
●Crowdstrike Fal.Con – August 31-September 3, 2026 in Las Vegas, NV
Ivan Radojicic
●Wolfe September TMT Conference – September 9-10, 2026 in San Francisco, iradojicic@wolferesearch.com
CA
●Klaviyo K:BOS – September 9-10, 2026 in Boston, MA
●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
●Intuit Investor Day – September 17, 2026 in Mountain View, CA
●Oktane – September 22-24, 2026 in Las Vegas, NV
●World of Workato – September 22-24, 2026 in Las Vegas, NV
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