AI agent adoption hardened from experimentation to production deployment, with AI present in 16 of the top 20 deals and AI-inclusive expansions running 6x larger than non-AI ones, reinforcing the demand thesis.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 28, 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.