Analysis By Shashi Bellamkonda
Adobe reported record first-quarter results for fiscal year 2026 on 12 March 2026, delivering revenue of $6.40 billion — beating Wall Street estimates of $6.28 billion. Non-GAAP earnings per share (EPS) came in at $6.06, above the $5.87 consensus. Subscription revenue grew 13% year over year. Operating cash flow hit a record $2.96 billion for a fir…
Read Strategic Brief
Coupa Q4 FY26: Autonomous Spend Management and the AI Data Advantage
Twenty years ago, procurement was a cost centre with a purchase order problem. Coupa was founded on the propos…
Read More
Magic Layers converts flat AI-generated images into fully editable designs inside the Canva editor. Image: Canva Artificial intelligence promised to make visual content creation fa…
Read More
Source note: This analysis is based on Assaf Rappaport's official announcement on the Wiz blog, 11 March 2026. Analysis and interpretation are noted separately from quoted mat…
Read More
Comviva's NGAGE for Enterprises: CPaaS Convergence at Enterprise Connect 2026 March 11, 2026 | Shashi Bellamkonda I saw Kadambini Rana's LinkedIn post from Comviva's ana…
Read More
Three months after completing its merger with Calabrio, Verint has made its first significant product integration announcement — and the speed of it is worth noticing. Starting tod…
Read More
Infrastructure, Not Models, as the Competitive Moat Jensen Huang has built NVIDIA into one of the world's most valuable companies by thinking in systems rather than individual…
Read More