Goldman Sachs Analyst on Adobe’s Next CEO, Docusign CEO on Product Roadmap, Oracle Results Preview
Key themes include the durability of AI tailwinds in infrastructure and cybersecurity, the emergence of outcome-based pricing models, and critical security risks associated with autonomous AI agents.summaryInfrastructure companies like Snowflake and cybersecurity firms like CrowdStrike are experiencing durable, accelerating growth due to AI adoption, with cybersecurity inflection points just beginning as enterprises securetakeaway














