Tag
Software
17 articles
Adobe Hits $6.76B in Q3 Revenue, Crosses 1B MAUs on Freemium Bet
Record quarterly results and raised full-year guidance hinge on converting 100M+ free users into paying subscribers via AI-powered products
UiPath Stock Cheap After September Selloff; AI Fears Overblown
The enterprise automation stock fell 16.6 percent after flat EPS missed the growth narrative, but 3.4x EV-to-ARR valuation and strong cash position make it a buying opportunity for value investors.
Salesforce's AI Surge Justifies $265 Target as Agentforce Hits $1.5B ARR
CRM surged 22.6% on fiscal Q2 results showing $11.35B revenue and $5.90 adjusted EPS, with Agentforce and Data 360 ARR combined reaching $3.9B.
Salesforce Surges 21% on Earnings Beat and Claudeforce Launch
Salesforce lifted full-year guidance and unveiled Claudeforce, a new AI product integrating Anthropic's Claude into its platform, signaling SaaS will benefit from—not be disrupted by—AI.
Cognition AI Eyes $1.5B Revenue Run Rate as Valuation Holds at $26B
The Devin coding agent developer is annualizing near $900 million in revenue, up more than threefold since early 2026, at a 17x forward multiple.
BofA Raises ServiceNow to $150 on AI Tailwind, 26% Upside
Analyst Tal Liani lifts price target as market sheds AI disruption fears and software multiples expand; valuation trades 37% below three-year average.
EasyDMG Automates Mac DMG Installs — and Costs Nothing
Developer Jeff Schumann built a free, Swift-native utility that mounts, installs and deletes DMG files automatically, ending a five-step workflow unchanged since 2001.
Apple Proposes Tiered Commissions on External App Store Payments
The company submitted a structure to the District Court suggesting fees ranging from 5 percent to 15 percent for purchases made outside its in-app payment system.
Enterprise AI Shifts to Usage Pricing, Forcing Budget Correction
Google, Microsoft and Anthropic have moved to compute-based billing, pressing companies to justify AI spending as promotional pricing expires.
Workday Shares Jump 19.9 Percent on Silver Lake Acquisition Talks
The HR software maker posted its best single-day gain since 2016 as private equity firm Silver Lake weighs a buyout.
Cognition AI Eyes $40B Valuation as Revenue Run Rate Nears $1 Billion
The AI coding startup is in early talks for new funding at a valuation more than 50 percent above its May round.
Autodesk Slides 1.75% Before Earnings as Valuation, Prior Accounting Issues Linger
ADSK fell to $251.59, underperforming major indices, ahead of its Aug. 27 earnings report where analysts expect 19 percent EPS growth.
Nintendo Q1 Operating Profit Rises 151% on Software Mix and Tariff Refund
Nintendo's April-June operating profit reached 142.6 billion yen, or $903.62 million, exceeding analyst estimates despite a 9.5 percent drop in net sales.
Nothing's Ear 3A Bug Problem Tests the Hardware Startup's Growth Model
Strong audio at a competitive price, but recurring software glitches threaten Nothing Technology's margins, brand equity and VC credibility
Datadog Beats Q1 Revenue by 32%, Raises 2026 Forecast to $1.2B
Cloud monitoring firm's strong quarter signals enterprise commitment to observability tools amid accelerating digital transformation
Personalized Software Demands Fuel Tech Giants: Microsoft, Amazon, Alphabet Set for Further Gains
The rise of individual-driven app development, or "vibe-coding," signals a profound shift in software consumption and creation, accelerating growth for cloud and AI platform providers.
Salesforce Launches Agentforce Operations: The $300B Workflow Fix Enterprise AI Needs
Salesforce's new Agentforce Operations platform addresses the critical workflow challenges hindering enterprise AI adoption, aiming to unlock significant value and establish a new competitive moat in the burgeoning market.