Discover Vertex’s Q3 2025 earnings: strong cloud growth, new CEO, $150M share buyback, and AI investments amid guidance cuts.
SAP SE remains overvalued despite a recent correction, with growth rates and cloud backlog decelerating and high expectations ...
You can tell a lot about the state of the software industry by the tone in the room. At recent events, that tone hasn’t been hopeful or forward-looking. It’s been clipped. Irritated. Occasionally ...
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