为平息AI冲击担忧，私营软件公司提前向债权人披露财报

Core Insights - Several software companies, including McAfee and Rocket Software, have preemptively disclosed financial data to reassure lenders of their ability to withstand the impacts of artificial intelligence [1][5] - McAfee reported preliminary fourth-quarter revenue of $626 million, remaining stable year-over-year, while Rocket Software projected a 5.2% increase in 2025 revenue to approximately $1.4 billion [1][2] - The software industry is experiencing significant turmoil due to rapid advancements in AI technology, raising concerns about the sustainability of revenue growth for heavily indebted tech companies [5][6] Company Summaries - McAfee: The company relies on consumer cybersecurity subscriptions and reported an adjusted profit of $292 million for the fourth quarter, a 1% decline year-over-year. McAfee utilized AI technology to detect fraud, following a 9% drop in adjusted profit in the previous quarter due to one-time marketing investments and increased PC shipments [2][3] - Rocket Software: Supported by Bain Capital, Rocket Software's adjusted annual profit increased from $801 million to $850 million, with recurring revenue rising 6.3% to approximately $1.1 billion. The financial performance is linked to the recent acquisition of the Vertica analytics database from OpenText, which enhances AI-driven information management [3][4] - Perforce Software: This company reported a slight decline in annual revenue from $654 million in 2024 to $644 million. Management emphasized efforts to drive sales through AI integration in their products [4] - Cloudera: Although typically secretive about financial information, Cloudera highlighted strong performance in the fourth quarter of fiscal year 2026, with new and expanded business growing over 50% year-over-year. Their recurring revenue showed robust growth [4] Industry Context - The software industry is facing a fundamental shift due to rapid advancements in AI technology, leading to widespread concerns about the potential for AI to undermine revenue growth for companies heavily reliant on debt, a phenomenon referred to as the "SaaS apocalypse" [5] - In a week, the volume of distressed software loans surged by $18 billion, although many private lending institutions defended the sector, arguing that numerous borrowers will benefit from AI advancements [6]