ServiceNow's gross margin has slipped from about 80% in fiscal year 2024 to 75% as of the end of the first quarter this year. While subscription margins appear relatively strong in the mid-70% range, ...

Nonetheless, Anthropic's revenue is soaring, and there is anecdotal evidence that smaller companies are beginning to use AI tools to design custom software programs, rather than buy them from ...

View post: Target's $367 million grocery bet to save shoppers big money ...

TekSynap Corporation, a leading provider of advanced IT solutions for federal customers, today announced that it has achieved Select-level partner status in the ServiceNow Build Program, a milestone ...

Advancement to Select-level status reflects TekSynap’s demonstrated ability to deliver high-quality ServiceNow solutions that drive measurable outcomes for customers. This recognition further ...

IBM, ServiceNow's quarterly results revive AI disruption fears Software stocks pressured since Anthropic launched tools in Feb Investors have favored chip stocks over software so far in 2026 April 23 ...

ServiceNow reported solid first-quarter results and raised forecasts, underscoring continued demand for its software even as questions swirl about the impact of AI on the industry. Still, the stock ...

Armis acquisition expected to impact margins in 2026 Shares down about 12% in extended trading First-quarter revenue and adjusted EPS beat estimates Company boosts annual subscription revenue forecast ...

The so-called “SaaS-pocalypse” is back, and it’s hitting harder today than it did yesterday. Anthropic’s release of “Claude Code Security,” an AI-driven security product, has rattled investors across ...

Software companies were supposed to benefit from the AI revolution, incorporating models into their platforms and applications and building value on that foundation. That thesis was shaken in November ...

notes: "Start here. No argument." ...

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