Microsoft is a Strong Buy with $765 price target, reflecting a 20.20x eFY28 EV/EBITDA multiple and a robust cloud growth ...

For years, software procurement teams in California have operated with a familiar assumption: Electronically delivered software and SaaS generally did not carry the same sales-tax treatment as ...

Evercore ISI predicts $75 billion in 2027 and $113 billion in 2028 sales of Google’s TPUs to outside customers. As a result, ...

Q3 cloud revenue rose 25% to €6.67B, topping forecasts; backlog up 26% as SAP leans into AI-driven cloud growth and phases ...

Jed Ellerbroek discusses growth opportunities in Dynatrace, Amazon and TransDigm across cloud computing, software and aerospace.

Salesforce, Inc. (NYSE: CRM) closed at $242.45 on October 19. The stock returned 30.2% over the last 6 months, compared with an 11.6% return for the Insider Monkey Billionaire Index and 8.7% for the ...

OpenText (OTEX) is streamlining operations, focusing on core content management and cloud growth while divesting non-core ...

Anthropic is above $65B and OpenAI above $40B in run rate. See Google, Microsoft, Amazon and Nvidia sales too.

For the fiscal year ending March 2026, Obic Co., Ltd. achieved sales of 135.209 billion yen and an operating profit of 88.823 ...

Salesforce has agreed to acquire customer engagement software company Braze for about $5.66 billion in cash, sending Braze shares more than 50% higher in early trading.

Salesforce said Tuesday it has agreed to buy customer engagement platform Braze for about $5.66 billion including debt. Braze, which was founded in 2011 and went public a decade later, is a longtime ...

Explore SMX’s approach to navigating FedRAMP and DISA compliance, accelerating authorization, maintaining continuous compliance and unlocking government sales opportunities.