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Earnings and Deals
Earnings and Deals in Software: the news, the names and what changed.
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Latest in Earnings and Deals
ServiceNow Jumps 6.4% as AI Slowdown Flips the Software Trade
7+ hour, 30+ min ago (323+ words) Investors rotated from AI hardware toward enterprise software as slower model development reduced fears of rapid software disruption. Oops, something went wrong ServiceNow Jumps 6.4% as AI Slowdown Flips the Software Trade This article first appeared on GuruFocus. ServiceNow shares jumped…...
ServiceNow's stock leads a software rally. Here's what's energizing investors.
3+ week, 4+ day ago (547+ words) There's growing confidence in the idea that traditional software companies will be able to withstand AI disruption Shares of ServiceNow closed up 6.5% on Wednesday. Investors found a slew of reasons to lean into the software trade on Wednesday, and ServiceNow's…...
Prediction: ServiceNow's AI Business Triples Before 2029
21+ hour, 46+ min ago (571+ words) ServiceNow said its AI products crossed $1 billion in annual contract value in the second quarter of 2026. Reaching $3 billion before 2029 implies about 55% annual growth. Management's own 2030 targets call for AI to reach 30% of the company's total annual contract value. When enterprise…...
Adobe says it hit 1B MAUs, with freemium MAUs surpassing 100M in Q3, up 70%+ YoY, as it increasingly focuses on expanding its freemium AI offerings
3+ day, 19+ hour ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
Accenture Wins $480.4 Million US Army Contract for Task-Management System
3+ day, 23+ hour ago (45+ words) Published on 09/10/2026 at 05:41 pm EDT The ABCs of Financial Analysis: Calculating Real Profit June 25, 2026 at 04:15 am EDT Accenture Now Valued at a Single-Digit Multiple of Its Earnings Accenture: India Is 'Taking the Lead' in AI Adoption...
Adobe beats Wall Street estimates on AI product demand
4+ day, 28+ min ago (187+ words) An Adobe office in Citywest Business Campus, Saggart, Ireland in October, 2021.TOM BERGIN/Reuters Adobe beat Wall Street estimates for third-quarter revenue on Thursday, as demand for its AI-integrated products and tools continued to grow. The company reported revenue of…...
Delek's Margin Capture Improves Sharply: Is This More Than a Cycle?
4+ day, 6+ hour ago (235+ words) Image Source: Delek US Holdings, Inc. Importantly, Delek's advantage is tied to its refinery configuration. The company has one of the highest diesel and jet yields among its peer group, while access to barrels gathered by Delek Logistics and connections…...
Enso Finance Loses 5.6 ETH in Oracle Price Error
4+ day, 6+ hour ago (290+ words) Enso Finance says a faulty oracle price calculation led to a loss of about 5.6 ETH. The issue hit its DPI Strategy Vault, according to a report shared by security-focused account SlowMist. The problem was not a simple price feed outage....
Teqnion acquires Unique Door Panels Ltd - Teqnion
4+ day, 7+ hour ago (377+ words) Teqnion AB has signed an agreement to acquire all outstanding shares in Unique Door Panels Ltd. Unique Door Panels is a UK-based manufacturer of composite and solid doors and distributor of uPVC door infill panels, serving customers across the northwest…...
The Zacks Analyst Blog Highlights AAPL, GXPT, VGT, FTEC, TRUT, TOPT, MGK
4+ day, 11+ hour ago (458+ words) Can Apple's Foldable iPhone Spark Growth? ETFs to Consider Apple is set to unveil its new foldable iPhone at its “Surprise and Shine” launch event on Wednesday, the first major event under new CEO John Ternus. This will mark the…...