Tag: Software

Amid AI disruption fears, some software leaders are actually strengthening their moats. Snowflake, Reddit, and Workday each possess unique assets ...

When I first wrote about Anthropic’s new AI security system, Mythos, most people had no way to judge its value. ...

In 2026, enterprise channel management is a data-cleansing discipline, not just a communication portal. If your team is still wrestling ...

A veteran high-yield debt investor isn’t excited about the prospect of a fat return on unloved software companies right now. ...

If 80% of automation users are generating more leads, why are so many manufacturers still watching high-value opportunities wither away ...

Salesforce, Adobe, and HubSpot have all suffered bruising year-to-date stock price declines. Despite the drawdown, each offers double-digit revenue growth, ...

Operational Context and Strategic Positioning Performance was characterized by a divergence between 11% subscription growth and lower-than-expected product revenues, primarily ...

A typical manufacturer loses up to 10% of their total incentive budget every year to “leakage” caused by manual processing ...

AlphaStreet Newsdesk powered by AlphaStreet Intelligence Guidewire Software surged 6.1% Friday as a broad rally lifted software peers across the ...

Hello and welcome to Eye on AI. In this edition…Are services the new software?…Anthropic’s Mythos has financial regulators and bankers ...