Technology

Cloudflare's Workers Developer Platform — which enables developers to build, deploy, and scale AI-powered applications at the network edge — emerged as a primary growth driver in Q3 2026. CFO Thomas Seifert cited rapid growth in Workers and agentic workloads, larger customer cohorts, and …

Product revenue grew 37% year-over-year to $765 million in Q3 2026, reflecting robust demand for Fortinet's next-generation firewall appliances and secure networking hardware as enterprises refresh their network security architectures. The 37% product revenue growth rate signals a hardware refresh cycle supported by SASE …

Zscaler's Zero Trust Exchange platform continued to gain traction across enterprise customers looking to replace legacy VPN and perimeter-based security infrastructure. The company's ARR of $3.771 billion, growing at 25%, reflects both expansion within existing accounts and new customer wins across industries. Zscaler highlighted …

Okta's growth has been anchored by continued adoption of its Workforce Identity Cloud and Customer Identity Cloud offerings. The Customer Identity Cloud, formerly Auth0, has seen particular traction among developers building secure authentication into new applications, while the Workforce Identity platform continues to expand …

The reacceleration in Atlas growth reflects several converging trends. Enterprises building AI applications increasingly require a database capable of handling unstructured data, vector embeddings, and real-time queries at scale — capabilities where MongoDB's document model excels. The company has seen particular strength in AI-native …

Twilio's full-year 2026 revenue growth outlook was raised to 20% following the third quarter results, reflecting management's confidence in theDemandenvironment. Twilio's customer engagement platform, which spans messaging, voice, email, and video capabilities, has increasingly been positioned as an AI-augmented communications layer for enterprises. The …

Shopify's merchant solutions segment, which captures revenue when merchants transact through Shopify Payments and other financial services, has become the dominant revenue contributor and continues to grow faster than subscriptions. The 35% growth in merchant solutions reflects increased payment volume, rising adoption of Shopify …