Robert Moon

ARR per Employee: One of the cleanest signals of operational efficiency in SaaS. Palantir has outperformed the control group every single quarter - and the gap exploded in Q3 2022. Today, they’re generating ~$1M in ARR per employee, while most of the market is still trying to scale headcount just to maintain growth. This is what elite efficiency looks like. Full story linked in the comments. #SaaS #Palantir #ARR #Efficiency #Scaling #TechMetrics #Productivity

AI has moved from experimentation to execution – and the network has to be ready. At Lumen Technologies, we’re introducing new enterprise capabilities that simplify how data moves across clouds, data centers, and distributed locations. With Lumen Multi-Cloud Gateway and expanded high‑capacity metro connectivity, we’re helping organizations move data quickly, securely, and effortlessly across modern AI environments. This is how we’re building a programmable network foundation for what’s next. Learn more: https://bit.ly/3MOH20G #PathOfDisruption #InnovateWithLumen #ReImaginingTelco

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Strategic clarity sets direction for the next era of digital infrastructure. Across the industry, infrastructure decisions are being reshaped by measurable shifts in demand. “The divestiture of our consumer fiber-to-the-home business marks a pivotal moment for Lumen. We are doubling down on where we are strongest and where the opportunity is greatest for us – powering the digital infrastructure that enterprises and public sector organizations need to win in the AI era,” Kate Johnson Lumen Technologies Global data traffic continues to grow at double-digit rates year over year. AI training and inference are driving heavier, more persistent east-west traffic across networks. Cloud adoption is accelerating requirements for low latency, high reliability, and dense interconnection. What changed is where value concentrates. Long-standing fiber and network assets are increasingly leveraged to support enterprise, cloud, AI, and public sector workloads. These environments demand scale, security, and resilience. They favor operators that can integrate network capacity with cloud connectivity and data movement rather than treating them as separate layers. As capital tightens, infrastructure leaders are making deliberate choices to align investment, talent, and execution with these demand patterns. Repurposing and modernizing existing networks for AI-era workloads extends asset life while meeting rising performance expectations. When infrastructure strategy follows data flows and workload realities, legacy assets become growth platforms. That discipline strengthens individual operators and helps move the broader ecosystem forward. #telecommunications #broadband #network #ai #cloud #leadership

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AI alerts are only helpful if you can act on them—quickly and safely. Futuriom’s latest write-up shows how our new Model Context Protocol (MCP) Server and deep integration with Selector turn AI-driven insights into policy-governed remediation, closing the loop from “something’s wrong” to “it’s fixed” across your hybrid network. Read the full story to see why this matters for every ops team leaning into agentic operations 👉 https://bit.ly/4evPCes

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Tallvine Partners acquires of TRG Datacenters (“TRG”), a #Houston-based digital infrastructure platform servicing enterprise, #hosting, #cloud, and #AI customers. Tallvine’s investment and partnership will enable TRG’s next phase of growth, including a planned expansion of its Houston campus and entry into additional Texas and U.S. metro markets. The company will remain focused on consistently supporting retail and wholesale colocation customers across all industries while enabling next-generation colocation workloads such as AI inferencing. Read full press release here: https://lnkd.in/gkmBr_YF #datacenter #datacenters #datacentre #datacentres #colocation #texas #houston #dallas #austin #miami #florida #digitalinfrastructure #cloudcompputing #artificialintelligence

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In this Channel Insider Q&A, Infinidat CMO Eric Herzog and Mark III Systems President Stan Wysocki share how enterprise storage and AI are intersecting for customers worldwide. https://okt.to/GXJjEL

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AI won’t be won on models alone, it will be won on execution at scale. And one of the biggest enterprise realities is this: if data can’t move fast, securely, and reliably across fragmented environments, even the best AI experiences degrade. I joined TheCUBE with John Furrier, alongside our CTO Jim Fowler, to unpack what’s changing in AI infrastructure, and why networks are becoming the control plane for the AI economy. Full discussion: https://lnkd.in/gjAe8Gxv #AI #EnterpriseAI #Infrastructure #Networking Lumen Technologies

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ISVs / SDCs — what’s your biggest struggle with Microsoft Marketplace? 🎯 Marketplace can transform how your software gets discovered and purchased — but it’s not always clear where to start. 💫 Here are the 3 biggest strategic levers every ISV should focus on: 🔹 Offer Packaging — Does your listing speak to enterprise buying needs? 🔹 Co-Sell Strategy — Are you plugged into Microsoft’s seller ecosystem? 🔹 Compliance & Certifications — Are you optimized for enterprise trust signals? If any of these feel like a “grey area,” you’re not alone — but you should care. Comment below with your biggest challenge — and we'll connect with you on how we can help. Comment your challenge → drives conversation + topic awareness Raamel Mitchell, Chaitra Vedullapalli, Vince Menzione, Justin Royal, Jason Rook, Elizabeth Beals (McLaughlin), Christine Brown, Elena Kennedy, Regina N. Johnson, Alyssa Williams, MBA, Manya Jobanputra, Jeramey James, Danielle Estrada, Women in Cloud, Ultimate Partner, Microsoft AI Cloud Partner Program, Microsoft for Startups #ntegral #sparkbyntegral #marketplace #igniteyourspark #marketplaceasaservice

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Extreme reported revenue of $318M in the second quarter of FY26. SaaS ARR grew 25% YoY. Read the full earnings report: https://lnkd.in/gx-FBBWH

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