Softcat has reported solid trading figures for FY2025. In a trading update ahead of the full results being posted in October, the company says there will be “high-teens gross profit and mid-teens operating profit” growth, driven by the successful delivery of large-scale solutions projects during the last quarter.
Cash generation also looks very healthy, with conversion rates expected at the upper end of its 85-95% guidance range.
The company’s FY2026 outlook reveals more moderate high single-digit gross profit and low single-digit operating profit growth.
-Dell Technologies has announced record quarterly revenue of $29.8 billion, up 19% year-on-year, fuelled by ongoing demand for its AI server solutions. The company said it shipped $8.2 billion in AI servers during the second quarter.
Operating profit overall improved 27% to $1.8 billion.
-Uniphore, the business AI services company, has acquired Orby AI, and intends to acquire Autonom8, two AI-native companies that will enhance the capabilities of Uniphore’s Business AI Cloud.
“Both teams bring top AI research and engineering talent from DeepMind and Google, adding unmatched expertise and proven innovation to push the boundaries of business AI,” said Uniphore.
Orby brings deep research expertise, Large Action Models, neuro-symbolic reasoning and agentic process discovery. Autonom8 will complement this with deep roots in driving business adoption of multi-agentic workflows, “translating innovation into real-world impact”.
-CrowdStrike is acquiring Onum, a pioneer in real-time telemetry pipeline management. The acquisition will evolve CrowdStrike’s Falcon Next-Gen SIEM into the “definitive data foundation for agentic security and IT operations”, said CrowdStrike, “eliminating onboarding friction while delivering autonomous detection capabilities”.
“Our Next-Gen SIEM is the engine that powers the modern SOC, and data is the fuel that makes the engine run," said George Kurtz, CEO and founder of CrowdStrike. "Onum is both a pipeline and a filter, which will stream high-quality, filtered data directly into the platform to drive autonomous cybersecurity at scale.
“This is how we stop breaches at the speed of AI, while giving customers complete control over their entire data ecosystem - well beyond cybersecurity,” Kurtz said.
-Artificial intelligence PCs will represent 31% of the total PC market globally by the end of 2025, according to analyst house Gartner.
Worldwide shipments of AI PCs are projected to total 77.8m units in 2025.
“AI PCs are reshaping the market, but their adoption in 2025 is slowing because of tariffs and pauses in PC buying caused by market uncertainty,” said Ranjit Atwal, senior director analyst at Gartner. “Nevertheless, users will invest in AI PCs to ensure they are prepared for the growing integration of AI at the edge.”
Gartner analysts forecast AI PC shipments will total 143m units and represent 55% of the total PC market in 2026. By 2029, AI PCs “will become the norm”, says Gartner.
-Global technology outsourcing provider for cybersecurity, cloud, and traditional managed services, Thrive, has launched a new Network Detection and Response (NDR) service to further support businesses in their cybersecurity efforts.
The new NDR service will monitor a business’ network to detect potential security incidents, enabling a quicker response and stopping breaches in their tracks, it says.
Thrive’s NDR enables real-time responses, helping clients shut down an attack “as soon as it is detected”. It does this by using AI pattern recognition capabilities to monitor all traffic inside a company’s network, and flag if there’s suspicious activity that could point to a data breach, we are told.
The new service works in conjunction with Thrive’s existing Managed Detection and Response (MDR) service that correlates and analyses logs to identify potential cybersecurity threats, and its Endpoint Detection and Response (EDR) service, which detects and prevents malicious actions on servers and user workstations.
-ArmorPoint has announced its new partnership with threat intelligence operationalisation platform Cyware, to expand its current suite of threat detection capabilities.
Through the integration, ArmorPoint will be able to automatically ingest, normalise, and correlate real-time threat intel, enriching alerts, incidents, and vulnerabilities with context “that drives faster, smarter decisions”.
As cyber threats increase in complexity and quantity, security teams and security operations centre (SOC) analysts need reliable threat detection software that can eliminate common challenges, like disconnected threat feeds, difficulty operationalising intelligence, and manual enrichment bottlenecks.
By integrating with Cyware’s threat-detection capabilities, ArmorPoint clients can correlate threat intel with real-time data from SIEM, EDR, IAM, and vulnerability management tools, equipping them with a unified, faster, and more effective threat response.
-Databricks has announced plans to acquire Tecton, the real-time enterprise feature store.
Tecton helps enterprises leverage their mission-critical data to power AI agents for use cases like fraud detection, risk scoring and personalisation.
Tecton was founded by the creators of Uber’s AI and machine learning platform.
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