Software & Services

AI‑driven Samsara earnings beat forecasts, boosting ARR and stock, proving its hardware‑software IoT platform can scale profitably and reshape logistics & manufacturing.

Shopify’s latest quarterly earnings beat expectations, boosting revenue, margins and cash flow—sparking a “strong buy” upgrade and solidifying its edge in e‑commerce.

UBS cuts Nemetschek SE’s target price, warning that AI‑driven design platforms could erode the BIM firm’s moat and push a shift from product sales to AI‑enabled services.

Oracle’s latest cost‑cutting and AI push highlights how a big software firm balances cash discipline with innovation, shaping investor confidence ahead of Q3 earnings.

Roper Technologies’ recent stock surge reflects broader industrial‑tech optimism, not a fundamental shift—investors see steady margins, RFID growth, and supply‑chain resilience but must watch cyber‑security and adoption pace for lasting upside.

Discover why Samsara Inc. surged 11% pre‑market, signaling a tech rally and new profitability prospects – a must‑watch for investors eyeing growth.

FICO’s new focus on autonomous “agentic customers” shows banks how to re‑price, reassess risk, and engage clients with AI‑driven data—while keeping privacy, security, and equity front‑center.

Descartes launches MacroPoint OpsForce, AI‑powered logistics agents that auto‑reconcile data, boost freight visibility and cut delays for global supply chains.

Oracle cancels Texas data‑center, sparking a dip in shares but keeping AI‑cloud plans alive—learn how this move reshapes its strategy and investor outlook.

Okta’s Q4 beats forecasts, doubling sales and boosting margins—highlighting IAM’s key role in zero‑trust, multi‑cloud growth amid tighter IT budgets.