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Category: Software

Adobe Raised Its Fiscal Targets. The Valuation Case Now Depends on Converting AI Reach Into Durable Subscription Economics
Software

Adobe Raised Its Fiscal Targets. The Valuation Case Now Depends on Converting AI Reach Into Durable Subscription Economics

Julia RostovaSeptember 11, 2026September 11, 2026

Adobe’s fiscal-third-quarter update gives the market a familiar but increasingly important question: can AI-driven engagement improve the economic engine beneath…

Synopsys Raises Its Outlook, but the Ansys Integration Still
Software

Synopsys Raises Its Outlook, but the Ansys Integration Still

Julia RostovaAugust 28, 2026August 28, 2026

Synopsys (NASDAQ: SNPS) delivered a fiscal third-quarter result that strengthened the case for its expanded design-software platform. In its August…

Nutanix’s Cash-Flow Guide Makes the Valuation Debate More Concrete
Software

Nutanix’s Cash-Flow Guide Makes the Valuation Debate More Concrete

Julia RostovaAugust 27, 2026August 27, 2026

Nutanix (NASDAQ: NTNX) finished fiscal 2026 with the kind of operating profile that turns a cloud-infrastructure story into a cash-flow…

ScanSource’s Strong Finish and the MicroAge Deal Put Services at the Center of the Next Growth Phase
Software

ScanSource’s Strong Finish and the MicroAge Deal Put Services at the Center of the Next Growth Phase

Julia RostovaAugust 21, 2026August 21, 2026

ScanSource ended fiscal 2026 with the kind of quarter investors want from a technology distributor: double-digit sales growth, faster earnings…

Twilio’s Revamped Platform Drives Accelerating Organic Growth and Record Profitability
Software

Twilio’s Revamped Platform Drives Accelerating Organic Growth and Record Profitability

Ralph SunAugust 7, 2026August 7, 2026

Twilio (TWLO), the communications platform-as-a-service giant, delivered a powerful second-quarter 2026 earnings report on August 6 that sent shares surging.…

AppLovin’s Growth Decelerates: Q2 Revenue Miss Sends Shares Tumbling
Software

AppLovin’s Growth Decelerates: Q2 Revenue Miss Sends Shares Tumbling

Julia RostovaAugust 6, 2026August 6, 2026

AppLovin Corporation (APP), a dominant player in the mobile advertising and app monetization space, reported its second-quarter 2026 financial results…

BlackBerry’s Turnaround Is Real, but the Stock Is Starting to Price Perfection
Software

BlackBerry’s Turnaround Is Real, but the Stock Is Starting to Price Perfection

Julia RostovaJune 28, 2026June 28, 2026

The cleanest way to read BlackBerry this week is not as a meme revival and not quite as a fully…

TRI: The Unassailable Data Moat in the Age of Agentic AI
Software

TRI: The Unassailable Data Moat in the Age of Agentic AI

Ralph SunJune 2, 2026June 2, 2026

Thomson Reuters (TRI) stands as a towering figure in the professional information services industry, commanding a market capitalization in the…

Figma (NYSE: FIG): Navigating the AI Design Frontier
Software

Figma (NYSE: FIG): Navigating the AI Design Frontier

Ralph SunJune 2, 2026June 2, 2026

Figma, the collaborative design platform that revolutionized how product teams build software, has experienced a turbulent journey since its highly…

Dassault Systèmes: At A Critical Juncture
Software

Dassault Systèmes: At A Critical Juncture

Ralph SunJune 2, 2026June 2, 2026

Dassault Systèmes stands at a critical juncture in its evolution from a traditional computer-aided design software provider to a cloud-native…

Veeva: The Vertical Cloud Behemoth
Software

Veeva: The Vertical Cloud Behemoth

Ralph SunJune 2, 2026June 2, 2026

Veeva Systems (NYSE: VEEV) stands as a testament to the power of vertical software-as-a-service (SaaS). Founded in 2007, the company…

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