AI's New Era: Software Over Hardware by 2025 Discover how the AI landscape is set to evolve in 2025, with a shift from hardware to software, highlighting beneficiaries like Palantir and Salesforce.
AI Shift: Software Companies See Growth Surge Explore the AI industry's pivot from hardware to software, driving growth for companies like Palantir and Salesforce. Discover key AI trends in tech growth.
Baird Initiates ServiceTitan Coverage with Outperform Rating Baird starts coverage of ServiceTitan with an Outperform rating and a $117 price target, highlighting growth potential in the software sector.
AI Integration Boosts Software Revenue Growth Explore how AI integration in consumer software is driving significant revenue growth. Delve into the trends shaping the future of AI-enhanced products.
Veeva and Salesforce Rivalry Heats Up After Agreement Ends The competition between Veeva and Salesforce escalates as Veeva exits a nonaggression pact, paving the way for Salesforce to launch a competitive product.
Salesforce Challenges Veeva in Pharma CRM Market Salesforce is intensifying its competition with Veeva by securing major pharmaceutical CRM contracts, enhancing its presence in the healthcare software sector.
MicroStrategy's Stagnant Software Revenues Raise Financial Concerns MicroStrategy faces potential financial risks as revenue from its core software business remains stagnant. Explore the implications for its long-term health.