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Source document· November 10, 2025

5 AI-Powered Internet Software Giants to Power Your Portfolio in 2026

View original at finance.yahoo.com
5 AI-Powered Internet Software Giants to Power Your Portfolio in 2026 The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Cloud analytics market projected to expand from $35.39 billion in 2024 to $130.63 billion by 2030, reflecting a 25.5% CAGR

    80% confidence
  • Internet Software industry is ranked in top 28% of Zacks Industry Rank and expected to outperform the market over the next three to six months

    80% confidence
  • Datadog has expected revenue and earnings growth rate of 19% and 15.4% respectively for next year

    80% confidence
  • Zacks Consensus Estimate for Palantir's next year earnings improved 20.9% in the last seven days

    80% confidence
  • Zoom Communications has expected revenue and earnings growth rate of 3% and 0.1% respectively for next year ending January 2027

    80% confidence
  • Zacks Consensus Estimate for Zoom's next year earnings improved 3.9% in the last 60 days

    80% confidence
  • Zacks Consensus Estimate for Snowflake's next year earnings improved 4% in the last 60 days

    80% confidence
  • Palantir Technologies has expected revenue and earnings growth rate of 41.1% and 43% respectively for next year

    80% confidence
  • Snowflake has expected revenue and earnings growth rate of 22.3% and 33.9% respectively for next year ending January 2027

    80% confidence
  • Zacks Consensus Estimate for Datadog's next year earnings improved 0.9% in the last seven days

    80% confidence
  • Atlassian has expected revenue and earnings growth rate of 20.8% and 27.7% respectively for current year ending June 2026

    80% confidence
  • Zacks Consensus Estimate for Atlassian's current year earnings improved 0.6% in the last seven days

    80% confidence

Data points we hold from this source

Snowflake Inc. · earnings growth forecast33.9 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
We flag conflicts openly ›
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