News

IBM maintained its full-year guidance of 5%+ revenue growth and $13.5 billion in free cash flow. The company expects Q2 revenue of $16.4 billion to $16.75 billion, with constant currency growth of at ...
The coolest data management and integration tool companies of the 2025 Big Data 100 include Informatica, Airbyte, Confluent ...
Pegasystems has long been considered a leader in BPM and a smaller player in CRM. Management sizes the market at $60 billion-$70 billion, which includes both CRM and BPM. We note that the Pega ...
Desktops are diversifying. Long after we have moved off of traditional wooden desktops, our “desktop” is now the space where ...
Asure Software, Inc. (NASDAQ: ASUR), a leading provider of cloud-based Human Capital Management (HCM) solutions, today announced the launch of its new Canadian payroll tax filing solution, designed ...
Our SAP fair value estimate is $302 per share, implying a fiscal 2025 enterprise value/EBITDA multiple of 28 times and a P/E ratio of 42 times. We expect low to midteens revenue growth in the near and ...