Constellation Software 2026年第二季度EPS为31.62美元，超出预期13.5%，但营收略低于预期，实际为33.4亿美元，预期为33.6亿美元；股价下跌2.53%。 有机维护收入增长率为4%，低于历史5-6%的区间，尽管管理层提到了偶发性因素，并预计将恢复到每年约5%的正常水平。 收购批次利润率显著改善：2026年批次从第一季度的-16%上升到第二季度的+16%；强劲的M ...

For the past year, most software stocks have been weighed down by fears of artificial-intelligence displacement. As employees became more productive with AI tools, the thinking went, enterprises would ...

As investors bail on chip stocks, they are taking a fresh look at software stocks, which have been weighed down by artificial-intelligence concerns.

Amid broad euphoria in credit markets, one type of debt is facing growing fear. Software companies, larded up with debt after leveraged buyout firms viewed their revenue as relatively predictable, ...

The AI shock is forcing investors to separate resilient, mission-critical software companies from more vulnerable business models. Private credit’s heavy exposure to software faces a major test, as AI ...

You're currently following this author! Click to unsubscribe from email alerts. Author of the AI Insider newsletter Almost a year ago, Michelle Miller co-authored a prescient study that warned the ...

You're currently following this author! Click to unsubscribe from email alerts. After years of layoffs, businesses are hiring more software engineers — but the rebound is spread unevenly. As of the ...

IBM CEO Arvind Krishna told CNBC that just 2% of IBM's software could be replaced with applications built with artificial intelligence models. The comments followed disappointing results, as customers ...

If you look at the commit histories of modern data platforms, something profound has shifted over the last two years. The friction of writing syntax has collapsed. With Cursor, Claude Code, and ...

A security researcher discovered nine vulnerabilities impacting ATM encryption and authentication software. But the problems extend far beyond your local cash machine. For the past five years, ...

We independently review everything we recommend. When you buy through our links, we may earn a commission. Learn more› by Max Eddy After testing the top contenders, we found two of the best options ...

Back in the TouchWiz era, Samsung's reputation for timely software updates wasn't exactly the best. It's thus great to see how far the brand has come in delivering faster updates and providing longer ...