Software & Services

Monday.com’s Q3 earnings show revenue beats expectations, yet growth slows—analysts split on AI‑driven prospects, call‑option spikes reflect mixed confidence.

Twilio’s “Inside the Conversational AI Revolution” shows 73% of firms will launch new AI in 12 months, urging trust‑based, customer‑centric strategies that boost developer adoption and drive a projected 27% CAGR to 2027.

Datadog’s Q3 earnings beat expectations, boosting revenue by 21% and launching a new S3 Optimizer tool aimed at cutting cloud storage costs by up to 15%.

Gen Digital Inc. rides a tech‑sector upswing, balancing high valuations with consumer‑centric cybersecurity growth—analyzing AI, privacy trends and investor risks for a 2024 outlook.

Salesforce expands to Mexico City, boosts AI with Spindle acquisition, and launches a water‑saving data‑center plan, positioning itself for growth, efficiency, and sustainability.

Nemetschek’s recent voting‑rights notice shows how routine regulatory disclosures can boost transparency, shareholder influence, and AI strategy in building‑tech, setting a benchmark for European software governance.

Salesforce’s $1.3 billion Spindle AI deal boosts autonomous decision‑making in Einstein, cuts data‑center water use by 35 % by 2028, and expands India hubs—key moves for IT leaders chasing AI‑driven automation and ESG compliance.

AppLovin’s Q3 surge shows 28% revenue growth, 35% EBITDA boost, but regulatory risks and ad‑market saturation loom; investors weigh AI gains against potential fines.

Nice Ltd. reports a 10% profit dip in 2025 while maintaining growth and a shareholder‑friendly dividend, driven by AI‑edge analytics and strategic investments.

Capgemini appoints Stefano Pedditzi to lead post‑trade consulting and launches a €45 m share buy‑back, boosting shareholder value while expanding its fintech services.