Agentic AI adoption hardened across every dimension. Production customers up 9x in nine months, AI ACV crossed $1 billion with 40%+ sequential net new ACV growth, and open weight model substitution is compressing inference costs.
Tessara post-call read · synthesized from the earnings-call transcriptreported Jul 22, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.