Results

Platform9 aims to migrate entire VMware vSphere clusters in place

Platform9 launched the latest release of its Private Cloud Director with AI hardware support and enhanced its vJailbreak migration tool so it can convert entire VMware vSphere clusters in place.

The vJailbreak capabilities can speed up VMware migrations at much lower costs, said Platform9.

Platform9's latest product releases land as VMware's rivals continue to court customers since the acquisition by Broadcom. VMware Explore, a flagship conference for customers Aug. 25 to Aug. 28. Nutanix, which is growing at a rapid clip due, will have more to say on poaching VMware customers when it reports earnings Aug. 27. HPE and Dell have offerings aimed at migrating VMware workloads via alliances and their own technologies. 

And in the meantime, AWS continues to leverage AI agents for VMware migrations via AWS Transform. 

Madhura Maskasky, co-founder and Chief Product Officer at Platform9, said in a statement that vJailbreak is designed to address concerns about the cost and complexity of migrations. "We can convert cluster nodes in place while workloads are automatically migrated, keeping services online and minimizing business disruption," said Maskasky.

According to Platform9, VMware migrations on average can take 18- to 48 months to complete with costs ranging from $300 to $3,000 per virtual machine. Platform9 said vJailbreak can now turn weeks into days at one-tenth of the cost. Key points:

  • vJailbreak can migrate fleets of the underlying hypervisor hosts using full-stack hypervisor migrations.
  • The migration tool works in-place on an existing vSphere cluster.
  • Hosts are handled one at a time in rolling fashion.
  • The tool take down a host, re-images it as a KVM hypervisor, configures storage and network and brings it up as a Private Cloud Director Cluster.
  • Virtual machines are migrated into Private Cloud Director via vJailbreak.

Holger Mueller, an analyst at Constellation Research, said the vJailbreak additions are interesting and notable, but the real cost with VMware migrations are the re-testing. Businesses have to re-test applications that are migrated to gain trust. 

The Private Cloud Director updates include:

  • The ability to let workloads share AI hardware as customers ramp AI applications.
  • Support for both GPU passthrough mode and as vGPUs.
  • A Terraform-based app catalog that provides DevOps automation for multi-virtual machine applications.
  • Two node high availability cluster support.
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Anthropic matches OpenAI $1 deal for US government

Anthropic said it is offering Claude for Enterprise and Claude for Government to all branches of the US government for $1 per year in a move that matches OpenAI.

In a blog post, Anthropic said Claude's $1 for one year deal will be available through the General Services Administration. Anthropic said that it will also offer technical support for agencies adopting Claude for productivity and mission workflows.

OpenAI US government deal is also offered through the General Services Administration. That offer included OpenAI for Government for $1 per agency for the next year.

Both Anthropic and OpenAI are betting that near freemium deals today will equate to profitable contracts with the US government in the future. Anthropic, OpenAI and Google are already part of a Department of Defense contract that has a $200 million ceiling.

What remains to be seen is whether these discounts for the US government result in similar discounting for large enterprises that also have scale. Or whether the discounts lead to larger bundled deals across agencies.

The GSA has been busy squeezing technology vendors in 2025. In addition to the OpenAI and Anthropic deals it announced agreements with Amazon Web Services, DocuSign, Oracle, Elastic, Salesforce, Adobe, Google and Microsoft.

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From Traditional Security to AI-Driven Cyber Resilience: Microsoft’s Approach to Securing AI


AI is changing the way organizations work. It helps teams write code, detect fraud, automate workflows, and make complex decisions faster than ever before. But as AI adoption increases, so do the risks, many of which traditional security tools were not designed to address.

Cybersecurity leaders are starting to see that AI security is not just another layer of defense. It is becoming essential to building trust, ensuring resilience, and maintaining business continuity. Earlier this year, after many conversations with CISOs and CIOs, I saw a clear need to bring more attention to this topic. That led to my report on AI Security, which explores how AI-specific vulnerabilities differ from traditional cybersecurity risks and why securing AI systems calls for a more intentional approach.

Why AI Changes the Security Landscape

AI systems do not behave like traditional software. They learn from data instead of following pre-defined logic. This makes them powerful, but also vulnerable.For example, an AI model can:

  • Misinterpret input in ways that humans cannot easily detect
  • Be tricked into producing harmful or unintended responses through crafted prompts
  • Leak sensitive training data in its outputs
  • Take actions that go against business policies or legal requirements

These are not coding flaws. They are risks that originate from how AI systems process information and act on it.

These risks become more serious with agentic AI. These systems act on behalf of humans, interact with other software, and sometimes with other AI agents. They can make decisions, initiate actions, and change configurations. If one is compromised, the consequences can spread quickly.

A key challenge is that many organizations still rely on traditional defenses to secure AI systems. While those tools remain necessary, they are no longer enough. AI introduces new risks across every layer of the stack, including data, networks, endpoints, applications, and cloud infrastructure. As I explained in my report, the security focus must shift from defending the perimeter to governing the behavior of AI systems, the data they use, and the decisions they make.

The Shift Toward AI-Aware Cyber Resilience

Cyber resilience is the ability to withstand, adapt to, and recover from attacks. Meeting that standard today requires understanding how AI is developed, deployed, and used by employees, customers, and partners.

To get there, organizations must answer questions such as:

  • Where is our sensitive data going, and is it being used safely to train models?
  • What non-human identities, such as AI agents, are accessing systems and data?
  • Can we detect when an AI system is being misused or manipulated?
  • Are we in compliance with new AI regulations and data usage rules?

Let’s look at how Microsoft has evolved its mature security portfolio to help protect AI workloads and support this shift toward resilience.

Microsoft’s Approach to Secure AI

Microsoft has taken a holistic and integrated approach to AI security. Rather than creating entirely new tools, it is extending existing products already used by millions to support AI workloads. These features span identity, data, endpoint, and cloud protection.

Source: Microsoft

1. Microsoft Defender: Treating AI Workloads as Endpoints

AI models and applications are emerging as a new class of infrastructure that needs visibility and protection.

  • Defender for Cloud secures AI workloads across Azure and other cloud platforms such as AWS and GCP by monitoring model deployments and detecting vulnerabilities.
  • Defender for Cloud Apps extends protection to AI-enabled apps running at the edge
  • Defender for APIs supports AI systems that use APIs, which are often exposed to risks such as prompt injection or model manipulation

Additionally, Microsoft has launched tools to support AI red-teaming, content safety, and continuous evaluation capabilities to ensure agents operate safely and as intended. This allows teams identify and remediate risks such as jailbreaks or prompt injection before models are deployed.

2. Microsoft Entra: Managing Non-Human Identities

As organizations roll out more AI agents and copilots, non-human identities are becoming more common. These digital identities need strong oversight.

  • Microsoft Entra helps create and manage identities for AI agents
  • Conditional Access ensures AI agents only access the resources they need, based on real-time signals and context
  • Privileged Identity Management manages, controls, and monitors AI agents access to important resources within an organization

3. Microsoft Purview: Securing Data Used in AI

Purview plays an important role in securing both the data that powers AI apps and agents, and the data they generate through interactions.

  • Data discovery and classification helps label sensitive information and track its use
  • Data Loss Prevention policies help prevent leaks or misuse of data in tools such as Copilot or agents built in Azure AI Foundry
  • Insider Risk Management alerts security teams when employees feed sensitive data into AI systems without approval

Purview also helps organizations meet transparency and compliance requirements, extending the same policies they already use today to AI workloads, without requiring separate configurations, as regulations like the EU AI Act take effect.

Here's a video that explains the above Microsoft security products:

Securing AI Is Now a Strategic Priority

AI is evolving quickly, and the risks are evolving with it. Traditional tools still matter, but they were not built for systems that learn, adapt, and act independently. They also weren’t designed for the pace and development approaches AI requires, where securing from the first line of code is critical to staying protected at scale.

Microsoft is adapting its security portfolio to meet this shift. By strengthening identity, data, and endpoint protections, it is helping customers build a more resilient foundation.

Whether you are launching your first AI-powered tool or managing dozens of agents across your organization, the priority is clear. Secure your AI systems before they become a point of weakness.

You can read more in my AI Security report and learn how Microsoft is helping organizations secure AI supporting these efforts across its security portfolio.

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Monday plots product, enterprise expansion for 2025

Monday reported strong second quarter results, progress in landing enterprise accounts and AI products that are resonating. But a conservative outlook and other moving parts put the kibosh on the results.

The company reported second quarter earnings of 3 cents a share on revenue of $299 million, up 27% from a year ago. Non-GAAP earnings were $1.09 a share, 23 cents a share better than estimates.

Monday projected third quarter revenue of $311 million to $313 million, up 24% to 25%, vs. Wall Street estimates of $313 million. Non-GAAP operating income will be $34 million to $36 million. For fiscal 2025, Monday projected revenue between $1.224 billion to $1.229 billion, up 26%. Wall Street was looking for $1.22 billion in revenue for the year. Non-GAAP operating income for fiscal 2025 will be between $154 million to $158 million.

Shares fell nearly 30% on Monday.

Monday is expanding its product lineup. In the second quarter, Monday saw 46 million AI driven actions since launching AI products. During the quarter, the company launched Monday Magic, Monday Vibe, and Monday Sidekick, three tools Co-CEO Roy Mann said, "mark a major step forward in our evolution from work management to work execution."

In July, Monday said the launch of the new products was the beginning "of a longer-term evolution" focused on enabling AI for all aspects of work.

AI-based products are also driving consumption revenue. Monday executives said more customers are surpassing the 500 AI credit limit and buying more for AI usage.

Monday is looking upstream to enterprise accounts. Co-CEO Eran Zinman said Monday saw a record number of new net adds of customers paying more than $100,000 annually. Much of this move into the enterprise revolves around Monday CRM, which hit $100 million in annual recurring revenue. "This achievement underscores the strong demand for a flexible, customizable CRM platform," said Zinman.

The company is retooling its management team to sell enterprise accounts. Monday named Google, Waze and Vimeo alum Harris Beber as CMO, and appointed Adi Dar as Chief Customer Officer. Dar is Monday's chief operating officer until a successor is named. In April, Monday named Casey George as Chief Revenue Officer. George had been at Qlik as well as Talend and Verint.

Monday is projecting headcount growth of 30% in fiscal 2025.

Zinman said:

"While work management is very mature for enterprise customers and kind of high end of mid-market, the newer products, the CRM, dev and service are currently more serving the SME segment. So, on one hand, we feel the multiproduct strategy really help bundling and selling more products to kind of more of the lower-tier SMB mid-market part of the business, while the changes we've done to go- to-market team and organization and a lot of other things is driving upmarket expansion."

Google search changes are hampering low-funnel activity for smaller accounts. Mann said Monday has seen fluctuations due to Google algorithm changes before. The company is now optimizing AI Mode.

Mann said the impact from Google changes isn't big but is part of a funnel for smaller businesses. There's also an impact for larger customers too. He said:

"The better, high- quality customers still click on Google and ads. If you're looking for solution such as a CRM or project management, you're going to reach us. So, the drop that we see is just on volume because they are experimenting with AI on top. And it's not that significant for the higher quality of customers. It's more volume than quality."

CRM growth. Wall Street analysts asked multiple questions about traction in CRM. Executives said that customer counts for CRM may not be a perfect indicator since Monday is landing larger accounts. Mann said Monday CRM is becoming more of a suite and that is landing larger accounts after a start focused on smaller businesses. Mann said Monday CRM is selling well because it offers the flexibility to "build anything you want with it."

"The platform is open. It's built out of building blocks. It's all modular. And that gives us a huge head start into building enterprise- grade applications that really work seamlessly. And that is also connected to the rest of your workflow," said Mann.

What's next? The company said that it will hold its Investor Day in New York Sept. 17 when it will outline more on its strategy and roadmap. 

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C3 AI cuts Q1 revenue outlook, revamps sales org amid search for new CEO

C3 AI said its fiscal first quarter sales will be well below expectations and that it has reorganized its sales operations.

The news, announced at 7:30 PT EST on a Friday, lands a few days after C3 said it would look for a successor to CEO Tom Siebel, who is stepping down due to visual impairment due to an autoimmune disease.

In a statement on the sales reorg, Siebel said:

"The good news is we have completely restructured the sales and services organization, including new and highly experienced leadership across the board to ensure a return to accelerating growth and increased customer success at C3 AI. The bad news is that sales results in Q1 were completely unacceptable.

Having given this a lot of thought, I attribute this to two factors. One: It is clear that in the short term, the reorganization with new leadership had a disruptive effect. Two: As we have previously announced, I have had a number of health issues in the past six months including multiple hospitalizations and vision impairment. Unfortunately, dealing with these health issues prevented me from participating in the sales process as actively as I have in the past. With the benefit of hindsight, it is now apparent that my active participation in the sales process may have had a greater impact than I previously thought."

The sales disruption had a big impact on C3 in the first quarter. The company said that it will report first quarter revenue of $70.2 million to $70.4 million with a non-GAAP loss of $57.7 million to $57.9 million. Wall Street was looking for sales of $104.02 million in the first quarter with a non-GAAP loss of 13 cents a share.

In the fourth quarter, C3 delivered revenue of $108.72 million, up 26% from a year ago, and Siebel said partnerships with hyperscale cloud providers were faring well.

That drop-off in sales spurred the sales restructuring, which is now complete. Here's a look at the reorganization, which revolves around executives with years of enterprise sales experience.

  • Rob Schilling joined C3 as Chief Commercial Officer, took over June 16. Schilling has held sales leadership roles at Oracle, SAP and Siebel.
  • John Kitchingman took over as C3 General Manager for EMEA effective June 30. He had been a sales leader at Dassault Systèmes and IBM Global Services.
  • Jeff Cosseboom, another alum of SAP and Oracle as well as Siebel, will be C3's Group Vice President of North America East Sales.
  • Lars Färnström joined C3 AI as Group Vice President, Nordics. Färnström had been CEO of Crate.io and is a previous exec at C3 as well as Siebel.
  • Alex Amato, Group Vice President of Customer Services at C3, was promoted and now has responsibility for all professional services and customer services operations.

Siebel noted that he is "fully engaged" as CEO and his health "has improved dramatically" except for his vision impairment. The search for a successor is underway, said Siebel.

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The road to AI Exponential will be bumpy

Companies that are AI native are likely to deliver better returns, run autonomously and thread the needle between human and digital labor. The catch? Getting to that AI native status isn't going to be easy.

Constellation Research CEO Ray Wang outlined an AI maturity model that ranges from AI Luddites to AI Exponentials.

The five levels look like this:

Most companies are trying to get to AI native and that aspiration will lead to a lot of IT spending. The reality is that many companies are going to be AI enabled and way more efficient than they are today.

AI Natives are going to be largely digital and autonomous with heady growth figures. AI Exponentials probably don't exist today, but there will be a few.

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For most the journey starts with the chase to be AI Native. Wang wrote: "While at first this may sound like more AI hyperbole, the early indications for organizations who begin their journey as AI Natives by design show a tremendous advantage versus the AI Enabled who have to reduce their legacy technology, cultural, and financial debt."

Given that framework, I went on a quick tour of enterprises reporting results in recent weeks. Here's a look at a few household names and where they land in the matrix.

Marriott: AI Aware

Marriott CEO Anthony Capuano said the company has a multi-year transformation plan that revolves around its three main systems: Loyalty, property management and central reservations.

"We expect to start deploying the new cloud-based central reservations, PMS (property management system) in the U.S. and Canada select service hotels later this year," said Capuano. "It should make the experience for our guests, both on property and when they're engaging with our customer engagement centers, much more seamless, much more efficient."

That transformation, built on AWS, is designed to make Marriott more agile and ready for AI. Marriott has also set up a team focused on AI. "We have stood up a Marriott AI incubator that is working on a variety of proof of concepts," said Capuano. "Some of those early proof of concepts were in areas like reimagining the concierge function where we think there's a real opportunity to take advantage. We're also looking at pilots in our customer engagement centers to help those agents navigate such a broad and diverse portfolio."

Marriott has incorporated AI into the Marriott Homes and Villas platform and launched an ambassador trip planning tool. At AWS re:Invent 2024, Adnan Haq, Managing Vice President of Cloud, DevSecOps and Infra Platforms at Marriott, said the company started its cloud transformation in 2022 to create a differentiated guest experience with AI, integrate digital experiences, drive revenue with customized promotions and offers and move faster.

Wayfair: AI Aware to AI Enabled

Wayfair, which reported earnings this week, has moved to Google Cloud and is starting to reap the rewards with a strong second quarter despite a sluggish home market.

Niraj Shah, CEO of Wayfair, said the company now is in a position to grow and take market share.

Shah said that Wayfair has a 2,500 person technology organization that has been focused on the replatforming of core systems to Google Cloud. Now that migration is complete, that team is focused on increasing product velocity and innovation.

"Now that we're very far into that replatforming effort, a lot of the cycles of the team are now back building features and functions to improve the customer experience and supplier experience," said Shah. "And you see that affect things, whether it's conversion rates, enabling suppliers to do more, launching new genAI-powered features and delivering efficiency gains in our operations."

Intuit: AI Enabled aiming for AI Native

Intuit has been setting itself up well for each technology inflection point. Before AI, Intuit focused on honing its data game and creating the flywheel that connected its platform to customer experience.

Those data efforts, which included a strong cloud game, enabled Intuit to take advantage of generative AI early.

Now Intuit is well on the way to leveraging AI agents. At AWS Summit New York, the company outlined some of its agentic AI plans. It's early in Intuit's AI agent plans, but the focus is on driving returns and cash flow improvements for customers and ultimately the company.

Airbnb: AI Enabled aiming for AI Native

Airbnb CEO Brian Chesky made it really easy to categorize his company. Speaking on a second quarter earnings call, Chesky outlined a retooled tech stack, expanded product and feature cadence and AI strategy that revolves around making its app AI native.

Chesky said Airbnb will become an AI-native app. He said today, the top 50 applications on Apple's App Store aren't AI native. ChatGPT is the top app with a few other AI natives, but for the most part the top players are not AI-native.

He said:

"You've got basically AI apps and kind of non-AI native apps. And Airbnb would be a non- AI native application. Over the next couple of years, I believe that every one of those top 50 slots will be AI apps--either start-ups or incumbents that transform into being AI native apps. And I think at Airbnb, we are going through that process right now of transitioning from a pre- generative AI app to an AI native app. We're starting to customer service. We're bringing into travel planning. So it's really setting the stage."

Uber: AI Native

Uber was using machine learning and AI before it was the big thing. Now the company is using its models to drive interaction between its mobility and delivery services.

Speaking on Uber's second quarter earnings call, CEO Dara Khosrowshahi said Uber is using larger models that can take contacts from a consumer, history and seasonality to send promotions at the right time. With its models, Uber has extended into advertising and other additional businesses.

"Larger and more sophisticated AI models are also improving our ability to encourage cross-platform activity for the right consumers at the right time—for instance grabbing coffee on your way to the office, or having your groceries delivered right as you arrive at your vacation rental. This is a key focus area that’s still in its early innings, and you will continue to see us innovate in both the Uber and Uber Eats apps to supercharge cross-platform activity," said Khosrowshahi.

Uber is also pondering a super app that will combine its services and build on top of the platform.

And by the way, Uber is offering its own AI services on its platform. In addition, Uber's data flywheel will also play a big role in autonomous vehicle and the AI models behind them.

Maybe everything should be a holding company

Over time, most leading enterprises will become AI native. In fact, many of the category leaders are well on the way there.

However, the AI exponential companies--which will operate 80% of the business by machine and generate more than $5 million in profit per employee--are going to have to start from scratch. These companies are lean and mean and frankly may never get beyond 10 employees.

Simply put, a legacy company with a thriving business isn't going to cut and transform its way to the growth of AI exponentials. It's quite possible that every category leader will be a holding company to stand up companies that could become AI exponentials. Think Alphabet and Waymo. Given you can start a company today that's saddled with tech debt and legacy infrastructure after six months it may be better to invest in AI exponentials than transform into one.

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HOT TAKE: Clari and Salesloft Merger Underscores Importance of the Revenue Intelligence Layer

This week Clari and Salesloft announced they would merge, forming a combined entity that will bring more robust revenue intelligence and agentic AI tools to revenue teams. The transaction is not expected to close until later this year, and each company will continue operating independently until then. 

While the two companies have a significant amount of overlap in terms of functions, there are key complementary elements. The Clari Revenue Orchestration Platform leverages the structured and unstructured data from every human- and machine-generated revenue interaction into a single, time-series data model to build more informed forecasts and better manage pipeline. Marrying that data with the intelligence workflow inside Salesloft’s offerings creates a solid “one-two punch” of precision data and automated activities to drive both human employee productivity, but also power agentic AI motions that are more efficient and effective as well. 

The companies are calling the combined effect “Revenue Context” —  defining it in their words as “the foundation needed to train and enrich LLM models and AI agents — guiding both humans and AI agents with recommendations they need to make decisions and take action.”

The Burgeoning Revenue Intelligence Layer

As businesses look to focus more on customer retention and expansion revenue, it is more important than ever to have precision data at the fingertips of sellers and customer success managers. Businesses need to stop thinking about cross cell and upsell and more about orchestration of engagement along the entire customer lifecycle to optimize customer lifetime value.

The combination of Clari’s intelligence tools, and Salesloft’s pre-built workflows for common go-to-market motions creates what we at Constellation have been calling a “revenue intelligence layer.”  This is not necessarily a single piece of software, but rather an approach to data, AI, and workflow with a focus on optimizing every customer engagement and interaction with an eye on customer lifetime value. The upcoming revision of our Revenue Platforms ShortList will reflect this change in how revenue platforms are powering revenue intelligence layers for end users. 

We expect to see more consolidation as both legacy players in the revenue platforms, sector merge with other players, as well as AI, exponentials and other AI-native companies to bring more agentic use cases into their portfolios.

The Importance of “Inherently Functional” Agentic AI

Both companies have been building out agentic AI offerings for their customers. Combining these with the workflow power in Salesloft will create even more inherently functional AI agents that growth leaders can take advantage of out-of-the-box with little configurations.

Creating functional AI use cases that are driving ROI and not increasing costs is imperative, and as vendors look to create these inherently functional agents, the ones who get to market first with the most effective, efficient, easy to deploy and manage agents will win.

Growth leaders using either of these tools should be looking at the other as they merge, and seeing how the agentic AI can optimize processes, reduce costs, and build a more full journey engagement model that optimizers customer lifetime value.

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FICO's Decision Intelligence Platform: Transforming Open Banking in Brazil

Don't miss this interview with Nikhil Behl, President of Software at FICO ⬇️ Nikhil and R "Ray" Wang discuss FICO’s innovative approach to open banking and how their platform is modernizing legacy systems and delivering better outcomes for institutions and consumers in Brazil.

🔑 Key takeaways:
- FICO’s platform enabled Brazilian #financial institutions to rapidly adopt open banking, driving both innovation and security.
- Customers saw decision automation and digital transactions increase by 60%, while defaults dropped by 40%.
- Small and medium business credit approvals were reduced from six months to two days.

The future is about hyper-personalization at scale—treating every customer as an individual, powered by real-time data and #AI.

Thank you, Nikhil, for sharing your insights! 👏

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Atlassian outlines partnership with Google Cloud, strong fiscal Q4

Atlassian said products such as Jira, Confluence and Loom will run on Google Cloud and integrate with Gemini models in a broad partnership.

Separately, Atlassian announced better-than-expected fiscal fourth quarter results.

Key parts of the Atlassian-Google Cloud partnership include:

  • Atlassian's products will run on Google Cloud and be integrated with Vertex AI and Gemini models.
  • The integration will enable customers to build AI agents.
  • Atlassian apps will be available on Google Cloud Marketplace for the first time and joint customers can use cloud computing credits for Atlassian subscriptions.
  • Atlassian Rovo, the company's AI agent, will be able to use Vertex AI and Gemini models. Customers can build Rovo agents that can utilize documents in Google Workspace and leverage data from across Jira, Confluence, Google Docs and Gmail.
  • Rovo will support Agent2Agent (A2A) agents.
  • Jira and Confluence users will be able to act within Gmail, Chat and Docs.

For its fourth quarter, Atlassian reported a net loss of $23.9 million, or 9 cents a share, on revenue of $1.38 billion, up 22% from a year ago. Non-GAAP earnings for the fourth quarter were 98 cents a share, 13 cents a share better than Wall Street estimates.

Mike Cannon-Brookes, CEO of Atlassian, said the company ended the quarter with 2.3 million AI monthly active users.

In a shareholder letter, Cannon-Brookes said:

"Jira Product Discovery has already amassed over 20,000 customers, Loom MAU is growing more than 30% year-over-year, and Jira Service Management Premium and Enterprise edition sales are up over 50% year-over-year."

For fiscal 2025, Atlassian reported a net loss of $256.7 million, or 98 cents a share, on revenue of $5.2 billion, up 20% from a year ago. Non-GAAP net income for the year was $975.9 million.

The company also said President Anu Bharadwaj will leave to pursue other opportunities. She has been at Atlassian for 12 years in multiple roles.

As for the outlook, Atlassian said first quarter revenue will be between $1.395 billion to $1.4 billion with cloud revenue of 22.5%. For fiscal 2026, Atlassian is projecting revenue growth of 18% and cloud revenue growth of 21%.

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OpenAI launches GPT-5, a system of models

OpenAI launched GPT-5, a system of models that are the company's most advanced with the promise of advanced reasoning, coding abilities and agentic features.

CEO Sam Altman said GPT-5 is like having "superpower on demand" and critical for enterprises and developers. GPT-5 will become the default across OpenAI services.

"GPT-5 is great for a lot of things, but we think it's going to be an especially important moment for businesses and developers, and we're very excited to see what they're going to build with this new technology.

For OpenAI, the stakes are huge as large language models (LLMs) take performance leaps almost daily. "GPT-5 is like talking to an expert, a legitimate PhD level expert in anything, about any area you need, on demand, which can help you with whatever your goals are," said Altman.

OpenAI launched the following flavors of GPT-5. As noted in its system card, OpenAI outlined the following progression.

  • GPT-4o is replaced by gpt-5-main
  • GPT-4o-mini replaced by gpt-5-main-mini
  • OpenAI o3 replaced by gpt-5-thinking
  • OpenAI o4-mini replaced by gpt-5-thinking-mini
  • GPT-4.1-nano replaced by gpt-5-thinking-nano
  • OpenAI o3 Pro replaced by gpt-5-thinking-pro

OpenAI said that GPT-5 is faster, more reliable and accurate on multiple tasks, including health.

The company said GPT-5 will roll out on all tiers--including free--and launch for enterprises and education next week. OpenAI plans to deprecate its previous models.

According to the GPT-5 system card:

"GPT5 is a unified system with a smart and fast model that answers most questions, a deeper reasoning model for harder problems, and a real-time router that quickly decides which model to use based on conversation type, complexity, tool needs, and explicit intent (for example, if you say “think hard about this” in the prompt). The router is continuously trained on real signals, including when users switch models, preference rates for responses, and measured correctness, improving over time. Once usage limits are reached, a mini version of each model handles remaining queries. In the near future, we plan to integrate these capabilities into a single model."

It remains to be seen whether GPT-5 moves the needle for Open-AI’s enterprise share. According to Menlo Ventures, Anthropic has 32% share of enterprise AI followed by OpenAI at 25% and Google at 20%. OpenAI spent a lot of time talking about GPT-5's ability to address health care use cases. 

Microsoft said GPT-5 is now included into its consumer, developer and enterprise products including Microsoft Copilot, Microsoft 365 Copilot, Copilot Studio, Copilot Studio, GitHub Copilot, Visual Studio Code and Azure AI Foundry.

Key points include:

  • GPT-5 is priced at $1.25/1M input tokens and $10/1M output tokens.
  • GPT-5 mini is $0.25/1M input tokens and $2/1M output tokens.
  • GPT-5 nano is $0.05/1M output tokens and $0.40/1M output tokens.
  • OpenAI is offering four present personalities for GPT-5 including Cynic, Robot, Listener and Nerd. 
  • The API now has a verbostity setting for answers. I've been guilty of calling GPT a wordy 7th grader. 

 

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