At a recent industry conference, Box CEO Aaron Levie shifted the AI conversation from model capabilities to organizational change, asserting that the real return on investment requires fundamental workflow redesign to empower AI agents effectively.
Boingo Wireless has selected Globalstar's software-defined 5G platform, XCOM RAN, for deployment in its private wireless networks following successful technical trials in high-demand environments.
Oracle shares have retreated sharply from recent highs, raising questions about whether the market has overcorrected. A deep dive into key valuation metrics reveals a mixed picture for the software behemoth.
Take-Two Interactive Software surpassed Wall Street's revenue expectations for its fiscal fourth quarter, driven by robust performance in its mobile division and flagship franchises. The company also issued an optimistic outlook, buoyed by anticipation for the upcoming 'Grand Theft Auto VI' release.
Telecom software leader Amdocs met revenue forecasts for Q4 2025, driven by major contract renewals and strategic AI investments, while navigating an upcoming leadership change.
Paycom Software reinstates former sales leader Jeff York as Chief Sales Officer, a move analysts say sharpens the HCM provider's focus on sales discipline and client expansion amid competitive pressures.
UiPath shares have tumbled over 23% year-to-date, raising questions about whether the automation software leader is now undervalued or if deeper challenges are at play. We examine the conflicting signals from cash flow and earnings multiples.
In a candid discussion, Microsoft CTO Kevin Scott reflects on the breakneck pace of AI advancement, highlighting a growing 'capabilities overhang' where real-world applications struggle to keep up. He points to software development and looming demographic shifts as critical arenas for AI's impact, while cautioning against superficial use and infrastructure bottlenecks.
Despite a 26% plunge amid a broader software sector sell-off, Microsoft's diversified business model and strategic AI investments, including its stake in OpenAI, provide a unique buffer and long-term growth runway that many pure-play SaaS companies lack.
Pinterest has terminated two engineers who wrote and shared a script to identify colleagues affected by recent job cuts, calling it a violation of policy and privacy, as the tech industry's wave of restructuring continues.
A sharp selloff gripped data analytics, software, and professional services stocks on Tuesday, as investors reassessed the sector's vulnerability following Anthropic's launch of AI tools capable of automating key legal, sales, and marketing functions.
The UK-based software firm is generating impressive returns on capital without significantly increasing its investment base, a key indicator of operational efficiency and potential for sustained value creation.
Nedap N.V. (AMS:NEDAP) demonstrates robust financial health, with its Return on Capital Employed (ROCE) reaching 36%, significantly outpacing the industry average. Analysis reveals a trend of generating higher profits with less capital, though rising current liabilities warrant investor attention.
BILL Holdings shares have plunged over 60% in the past year, trading near $37. The dramatic selloff has investors questioning whether the financial software company represents a deep-value opportunity or a fundamental breakdown. Analysis suggests the stock may be significantly undervalued based on cash flow and sales metrics.
As Broadcom (AVGO) shares retreat from recent highs, a deep dive into valuation metrics suggests the semiconductor and software giant may be trading at a premium. With a 7.9% drop over the past month, investors are weighing robust long-term gains against current price concerns.
Indian IT stocks plunged over 6% on Wednesday, mirroring a global rout in software and services shares, as the latest AI automation tools from Anthropic intensified fears of widespread disruption to knowledge-based industries.
All eyes are on data connectivity platform LiveRamp as it prepares to release its fourth-quarter results after the bell Thursday. The report could set the tone for the broader enterprise software sector.
Atlassian (TEAM) reports quarterly earnings Thursday, with investors watching for signs of resilience in its core business and cloud transition progress as software stocks face broad pressure.
Flowserve Corporation prepares to release its fourth-quarter financial results, with analysts projecting revenue growth and improved earnings per share, as the fluid handling sector shows broad strength.
As MicroStrategy prepares to report Q4 results, all eyes are on its massive Bitcoin holdings and their impact on the balance sheet, while its traditional analytics software business faces muted growth expectations.
