Wake That SaaS Up Daily 7/22/2026

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Wake That SaaS Up Daily 7/22/2026

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Wake That SaaS Up Daily 7/22/2026 July 22, 2026

The Wolfe Byte

This morning, we highlight key takeaways from MDB CEO's interview at Raise

conference, FTNT & INTC expanding their collaboration, PANW to acquire

Embrace, MSFT & Mistral AI expanding their partnership, GOOGL releases 3 new Alex Zukin

AI models, and PCTY releases Ignite AI. azukin@wolferesearch.com

(415) 878-6420

View Alex’s Research

Upcoming Events: View Comp Table

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

JTilton@wolferesearch.com

●Black Hat USA – August 1-6, 2026 in Las Vegas, NV (415) 878-6430

●Ai4 Conference – August 4-6, 2026 in Las Vegas, NV View Joshua’s Research

●AI Risk Summit – August 11-12, 2026 in San Francisco, CA Arsenije Matovic

●MongoDB.local – August 13, 2026 in San Francisco, CA amatovic@wolferesearch.com

(646) 582-9334

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

●Wolfe September TMT Conference – September 9-10, 2026 in San Francisco, Patrick O'Neill poneill@wolferesearch.com

CA (415) 878-6422

●Klaviyo K:BOS – September 9-10, 2026 in Boston, MA Ivan Radojicic

●Workiva Amplify – September 14-16, 2026 in Las Vegas, NV iradojicic@wolferesearch.com

●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

●UiPath Fusion – September 22-25, 2026 in Las Vegas, NV

●OpenAI DevDay – September 29, 2026 in San Francisco, CA

●MongoDB.local – September 30, 2026 in New York, NY

Announcements: