After a brutal year for the stock, a new position suggests at least one investor sees disconnects between BILL’s fundamentals and where the market has priced the business.
Federal IT and acquisition experts say the FedRAMP update and artificial intelligence pilots moving to production were among the big story lines last year.
In today’s always-connected digital economy, internet performance is no longer a convenience but a core business utility. From cloud-based software and video conferencing to e-commerce platforms and ...
Quicken Business and Personal and FreshBooks are two different platforms that serve distinctly different audiences, despite ...
In a quarterly report filed with the U.S. Securities and Exchange Commission on November 14, 2025 ( SEC filing ), TREMBLANT CAPITAL GROUP disclosed a new position in CyberArk Software Ltd.
We're halfway through the decade, and cloud saw a new narrative emerge in 2025. With outages knocking out half the web, and ...
NIS2 is in effect and the to-do list for CISOs is exploding. The frequent result: unclear requirements, a huge documentation ...
Broadcom is positioned at the center of the AI boom, leveraging custom silicon and networking for explosive growth. Read why ...
Upcoming software purchases should no longer be one-time contracts; they're living partnerships built on shared data and trust.
Artificial intelligence-driven transformation in retail means autonomous agents are moving into operations and new data and ...
Total Annual Recurring Revenue (ARR) -- $223.6 million, up 9% year over year, contributing to 83% recurring revenue versus 79% in Q3 last year. Subscription Revenue -- 47% of total revenue in the ...
VP commercial business development at Netgear, predicts nine operational challenges facing the broadcast industry in 2026, and explores how network technology can help overcome them ...
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