AI agent governance

“I think if you talk about Duo workflow, we're very, very early. It's in the hands of a few customers, but we're looking forward to a beta this winter. But we're early; don't expect a lot this year, this fiscal year.”

“This collaborative product development brings together GitLab's AI-powered DevSecOps platform with Amazon Queue's autonomous AI agents to create a seamless AI-powered developer experience, which we expect to be available in the coming months.”

“Our GitLab Duo Workflow product that's been in private beta has been getting really strong feedback as well, and we're on track to make that public beta available later this summer as well as GA to come later in the winter.”

“Finally, we remain on schedule to launch GitLab Duo Workflow, our agentic AI solution, this winter.”

“Really excited by the beta feedback so far. Again, we're aiming for GA at the end of this year.”

“We plan to charge for all of this work done via usage charges, whether that work is done by our agents or our partner's agents hosted and integrated into our platform.”

“You can expect similar levels of headcount growth in the next few quarters, as we lean into the opportunity we see in front of us with everything Now Assist, with the Agentic AI, with the workflow data fabric, all innovation that the team is driving.”

“As the agents become increasingly productive, they will drive the consumption pricing meter.”

“As they begin to use the agentic capabilities, we expect usage to increase significantly.”

“This solid pipeline and the momentum we have exiting the first half of the year put us well on our way to reaching our $15 billion-plus subscription revenue target for 2026, along with $1 billion in Now Assist ACV.”

“As you said, the business will continue to grow in this area because we’re probably the only provider like this in the industry today.”

“With our new offering, Agent Identity Security, planned for release this fall, we believe SailPoint is uniquely positioned to govern this new class of digital identities alongside all human and machine identities across the full spectrum of access from the cloud to the mainframe.”

“With SailPoint Agent Identity Security, launching at this year's Navigate, we're delivering what we believe is the only solution that is designed to govern AI agents and the sub-agents they create across the full life cycle.”

“I believe that once they have a quarter and they push it full force, it can have a big impact on the business.”

“So bottom line, it's not part of the current guidance but we think it should serve as a tailwind to the business.”

“we finalized the acquisition of Lakera, a leader in AI-driven security for agent applications, which will create a margin headwind of about 0.5 points in Q4.”

“We haven't finalized the monetization piece well, but we will do so over the coming quarter or so to sort out how we're going to monetize generative AI and Davis CoPilot in particular, but nothing to report yet on that at this point.”

“We will introduce FortiOS 8.0 at Fortinet's Annual Customer and Partner Conference in March, featuring significant new capabilities in security and networking, especially in AI security, such as agentic AI security in enterprise, plus a new bundled SD-WAN and SASE service.”

“So we expect to start seeing agentic activity in XIM.”

“We are soon launching an AI agent for ZDX that will automate multiple troubleshooting tasks, resulting in faster diagnosis and resolution of performance issues.”