Varonis (VRNS) is downgraded to Hold as SaaS ARR growth slows, margins weaken, and net retention stalls. Read here for a ...
Startup marketing budgets look completely different, as front-loaded budgets drive quick awareness and growth. According to DataDab’s SaaS marketing analysis, pre-product market fit companies often ...
Intapp — which provides cloud-based software for legal, accounting, and financial services firms — saw its non-GAAP EPS jump about 57% year-over-year to $0.33. Meanwhile, fiscal second-quarter revenue ...
Shipping fast felt great — until margins tanked, and I learned that real product leadership means understanding how features make or lose money.
Our call of the day from Charlie McElligott, Nomura's widely respected cross-asset strategist, says investors had been ready for AI headwinds this year, but instead are facing a second-order one that ...
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VRNS Q4 deep dive: SaaS transition drives growth, margin pressures remain
Data security company Varonis Systems (NASDAQ:VRNS) reported Q4 CY2025 results , with sales up 9.4% year on year to $173.4 ...
i3 Verticals, Inc. (NASDAQ:IIIV) Q1 2026 Earnings Call Transcript February 6, 2026 Operator: Good day, everyone, and welcome ...
Danish payment/card-linked loyalty company Loyal Solutions delivers 56% revenue growth for first half of the fiscal year CEO Peter Kisbye comments: "In the period 1 July - 31 December 2025 ("the Perio ...
Annual recurring revenues increased 16% year-over-yearSaaS ARR, excluding conversions increased 32% year-over-yearSaaS ARR as a percentage of total ARR was approximately 86%Year-to-date cash from oper ...
Alphabet shares fell despite an earnings beat as investors focused on a sharp increase in AI capital spending and broader ...
The GENIUS Act (Guidance for Essential National Issuance and Usage of Stablecoins) represents a watershed moment for the ...
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