This week - the enterprise has a newfound obsession with "quality data" - but are we on the wrong track for AI? Pega and HubSpot turn in strong earnings, but Wall Street's AI fever (dreams?) persist.
BTIG previews Zoom, Salesforce, Workday, Docusign & Guidewire earnings, highlighting AI monetization, Agentforce risks, and FY27 outlooks—read now.
AI-driven automation threatens HCM's revenue model; leading industry players are down 28% to 47% YTD in 2026. Read the full ...
Fragmented SaaS ecosystems are colliding with the rise of agentic AI and forcing a rebundling toward AI-native, unified ...
Opkey, provider of the leading Cloud Application Lifecycle Management (CALM) platform for Oracle, Workday, Salesforce, Coupa and more, today announced the launch of Opkey Design Studio a ...
Workday Inc. today announced that Carl Eschenbach has stepped down from his role as chief executive officer and executive chair. Shares of the company declined more than 5% on the news. The drop came ...
Allied Market Research published a report, titled, "ERP Market by Component (Software and Services), Deployment Model ...
For decades, the predictable rhythm of the per-seat licensing model shaped the industry. Businesses paid fixed subscriptions based on headcount, and software makers enjoyed stable, recurring revenue.
Check out some of the companies making the biggest moves midday: Kyndryl Holdings — The IT infrastructure services provider spun out from IBM tumbled 55% after Kyndryl disclosed in a regulatory filing ...
What has been called the “SaaSpocalypse” isn’t about software dying. It’s about control — specifically, who controls the orchestration layer of enterprise AI. And right now, that battle is ...
New data shows employees rattled by AI aren't asking for tech upskilling. They want wellbeing, recognition and schedule ...