We reviewed the Q1 2026 earnings calls for Zeta, Freshworks, and Procore’ and pulled salient quotes from the CEO’s regarding AI and where it’s going. Below is a summary:
Zeta
AI’s impact on the market now. “AI is no longer a feature. It is driving a replacement cycle where enterprises are demanding fewer systems, measurable results, and applied intelligence that works today.”
We can’t just talk about AI anymore. “Customers want to invest in applied AI, not road map AI.”
The data and software flywheel. “As adoption increases, Athena learns from more data, outcomes improve and usage deepens, driving ARPU expansion and ultimately reinforcing the same flywheel that has powered our growth. That flywheel is powered by more than just Zeta’s AI models. It’s driven by the data and infrastructure behind them.”
The data moat. “Zeta SuperGraph, our proprietary identity and intelligence graph, unifies data across the enterprise and enables a complete deterministic view of the consumer that we believe is difficult to replicate at scale.”
Freshworks
The AI conversation is about impact. “AI is not causing sales delays — it has become a core requirement in nearly all large enterprise deal discussions. Customers are not asking whether we have AI. They are asking which AI, how it works, and what outcomes it delivers. Freshworks is winning those conversations because Freddy AI is embedded in the platform, not bolted on.”
AI is the last thing listed. “We had our biggest deal ever — a large nutrition company that was a 10-year customer of one of our competitors — that is moving over to us for all the reasons we have discussed: enterprise-grade scale, much faster time to value, easier to manage the platform, and AI capabilities.”
Procore
A big advantage of the incumbents. “Procore AI is a reasoning engine purpose-built for construction. It understands the language and logic of the project — how an RFI connects to a submittal, how a submittal connects to a drawing, how a change order gets approved. It works as a multi-step system that holds context across multiple steps. It doesn’t just answer a question — it understands the thread.”
The data moat. “This data and context can only be accessed within a system of record and collaboration like Procore. Building on our flagship system of collaboration with nearly 3 million active users and a massive proprietary dynamic data set, Procore AI can deliver outcomes simply not possible with traditional software.”
A real ROI use case. “By leveraging Procore AI, Crest has taken a manual process that could span weeks of effort down to an automation that can take as little as 20 minutes. This isn’t just an incremental improvement in speed. It is a fundamental shift in their competitive advantage.”
There is more to come. “It is still early. As we continue to develop Procore AI, going deeper into our proprietary data and broader across project types, the reasoning engine will only become more capable. We expect our solution to continue to improve with every layer we unlock, and we have a long runway ahead of us.”
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