Core Insights - Workday, Inc. will announce its fiscal 2026 third quarter financial results on November 25, 2025, after market close [1] - A conference call to discuss the financial results and business outlook will take place at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time [1] - A live webcast of the event will be available on the Workday Investor Relations site, with a replay accessible for at least 90 days [2] Company Overview - Workday is an enterprise AI platform designed for managing people, money, and agents, integrating HR and Finance on a single intelligent platform [3] - The platform utilizes AI to empower users at all levels, providing clarity, confidence, and insights for better decision-making [3] - Workday serves over 11,000 organizations globally, including more than 65% of the Fortune 500 companies [3]

Core Insights - Cognizant is leveraging Anthropic's Claude large language models to enhance AI capabilities for enterprise clients, aiming to transition from AI experimentation to scalable business outcomes [1][3][4] - The partnership focuses on integrating Claude's capabilities with Cognizant's engineering platforms to deliver measurable impacts and improve productivity across various corporate functions [2][6] Integration and Implementation - Cognizant plans to align its software engineering and platform offerings with Anthropic's Claude, including tools like Claude for Enterprise and Claude Code, to facilitate AI integration with existing systems [2][6] - The initiative aims to help clients identify high-value use cases and move them into production, thereby enabling measurable outcomes [5][6] Focus Areas - Key focus areas for the partnership include: - Software engineering productivity through accelerated coding tasks and DevOps workflows using Claude and Cognizant's Flowsource Platform [7] - Legacy modernization by combining Cognizant's frameworks with Anthropic's code understanding capabilities [7] - Development of industry-specific solutions, starting with Financial Services, to embed agentic workflows into regulated environments [7] - Advancing responsible AI practices for safe deployment and monitoring aligned with enterprise governance [7] Internal Application - Cognizant will provide Claude to up to 350,000 associates across key functions to enhance productivity and advance AI maturity within the company [4][6]

Core Insights - Norton has announced the global expansion of its AI-powered Scam Protection across all Norton 360 and Norton mobile plans, enhancing its commitment to proactive cyber safety for users worldwide [1][2][3] Group 1: Product Features and Enhancements - Norton Scam Protection now provides advanced, real-time defense against scams across various platforms including web, email, SMS, videos, and phone calls, reinforcing its universal application [1][3] - The premium tier, Norton Scam Protection Pro, is being extended to all Norton 360 Advanced plans globally, introducing features like Safe Email and Safe Call to enhance user protection [5] - The free Norton Private Browser offers built-in Safe Web Scam Protection, aimed at blocking phishing websites and improving online shopping safety [4] Group 2: Market Context and Threat Landscape - Social engineering threats, including scams, account for over 80% of cyber threats observed globally in the first three quarters of the year, highlighting the critical need for enhanced scam protection [2] - Gen Threat Labs reports an average of 110 social engineering-related attempts blocked every second, indicating the scale of the threat and the effectiveness of Norton's solutions [2] Group 3: Strategic Vision - The Chief Product Officer of Gen emphasized that the expansion of Norton Scam Protection aims to raise the standard for online safety, ensuring that users everywhere have equal access to protection against sophisticated scams [3]

Core Insights - Globant will release its third quarter financial results for the period ending September 30, 2025, on November 13, 2025, after market hours [1][4] - Following the earnings release, a video conference call will be held with key executives discussing the results, starting at 4:30 pm ET [2] Company Overview - Globant is a digitally native company focused on transforming businesses through innovative technology solutions, emphasizing digital reinvention and AI-powered services [3][5] - The company employs over 30,000 people across more than 35 countries and serves notable clients such as Google, Electronic Arts, and Santander [5] - Globant has been recognized as a leader in AI services and media consultation by IDC MarketScape and is noted as the fastest-growing IT brand globally [5] Recent Developments - Globant and YPF have launched Digital Suppl.AI, an AI-based platform aimed at modernizing and optimizing supply chain processes [6]

Core Points - Veeva Systems will announce its financial results for the third quarter ending October 31, 2025, after market close on November 20, 2025 [1] - A conference call and webcast will be held on the same day at 2:00 p.m. PT (5:00 p.m. ET) to discuss the financial results [1][3] - Prepared remarks will be posted on Veeva's investor relations website at approximately 1:05 p.m. PT (4:05 p.m. ET) [2] Company Overview - Veeva Systems provides industry cloud solutions for life sciences, including software, data, and business consulting [3] - The company serves over 1,500 customers, ranging from large pharmaceutical companies to emerging biotechs [3] - As a Public Benefit Corporation, Veeva is dedicated to balancing the interests of all stakeholders, including customers, employees, shareholders, and the industries it serves [3]

Core Insights - Synopsys, Inc. will report its fourth quarter and fiscal year 2025 results on December 10, 2025, after market close [1] - A conference call to discuss the financial results and business outlook will take place at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time on the same day [1] Company Overview - Synopsys, Inc. is a leader in engineering solutions from silicon to systems, focusing on enabling customers to innovate AI-powered products rapidly [2] - The company provides industry-leading silicon design, IP, simulation, analysis solutions, and design services, partnering with customers across various industries to enhance R&D capabilities and productivity [2] Investor Relations - Financial and statistical information for the upcoming conference call will be available on the corporate website prior to the call [1] - A live webcast of the conference call will be accessible, with a replay available starting December 10, 2025, at approximately 5:00 p.m. PT [1]

Core Insights - Straker Limited has renewed and expanded its strategic partnership with IBM for an additional three years, effective January 1, 2026, with a contract value of approximately NZ$28 million (US$16.1 million) over the initial term [2][3]. Agreement Details - The renewed agreement allows IBM to extend the contract for an additional year beyond the initial three years and is based on customer usage, which may lead to revenue fluctuations [2][3]. - The agreement maintains core terms from the previous contract but emphasizes deploying Straker's AI-driven solutions across IBM's global operations, where 10,000 users are already utilizing Straker's AI-driven Slack translation application [4]. Expanded Strategic Partnership - Straker is now recognized as part of the IBM Ecosystem Partner network, with the collaboration managed primarily through IBM Japan, enhancing Straker's integration within IBM's technology ecosystem [5]. - A significant focus of the partnership includes the joint development of customized small language models using IBM's watsonx AI technology and Straker's Tiri platform, which has shown promising early results [6][7]. CEO Commentary - The CEO of Straker highlighted that the renewal and expansion of the partnership with IBM validate the company's strategy and provide a strong foundation for future growth, emphasizing the transformation of translation services and broader enterprise AI opportunities [8].

Core Insights - Waystar Holding Corp. reported a 12% year-over-year revenue growth for Q3 2025, with total revenue reaching $268.7 million [1][8] - The company achieved a net income of $30.6 million, resulting in a net income margin of 11% and a non-GAAP net income of $67.8 million [1][8] - Waystar raised its revenue and adjusted EBITDA guidance for the full fiscal year 2025, reflecting strong operational performance and integration of Iodine Software [2][8] Financial Highlights - Q3 2025 revenue was $268.7 million, up from $240.1 million in Q3 2024, marking a 12% increase [8] - Net income for Q3 2025 was $30.6 million, with a diluted GAAP net income per share of $0.17 [8] - Non-GAAP net income was reported at $67.8 million, translating to a non-GAAP net income per diluted share of $0.37 [8] - Adjusted EBITDA for Q3 2025 was $112.7 million, with an adjusted EBITDA margin of 42% [8] Operational Metrics - Cash flow from operations for Q3 2025 was $82 million, with unlevered free cash flow amounting to $96 million [8] - The company reported a net revenue retention rate (NRR) of 113%, indicating strong client retention and upsell opportunities [8] - Subscription revenue reached $134.5 million, reflecting a 14% increase year-over-year, while volume-based revenue was $132.3 million, up 10% [8] Guidance and Outlook - For the full fiscal year 2025, Waystar expects total revenue to be between $1.085 billion and $1.093 billion [8] - Adjusted EBITDA is anticipated to be between $451 million and $455 million, with non-GAAP net income projected between $271 million and $274 million [8] - Diluted non-GAAP net income per share is expected to range from $1.46 to $1.47 [8] Company Overview - Waystar serves approximately 30,000 clients, processing over 6 billion healthcare payment transactions annually, which includes over $1.8 trillion in gross claims [18][19] - The company aims to simplify healthcare payments, allowing providers to focus on patient care and financial performance [18][19]

Core Insights - The D2L AI in Education survey indicates a rising confidence among educators in utilizing AI, but highlights a significant demand for clearer institutional policies regarding AI usage [1][2][6]. Group 1: Educator Confidence and AI Adoption - 74% of educators express the need for a clear AI policy, yet only 46% report having received explicit guidelines from their institutions [2]. - 64% of educators have access to paid AI tools, with 63% indicating an increase in usage this academic year [8]. - 37% of educators feel more confident using AI compared to the previous year [8]. Group 2: Efficiency and Time-Saving - Educators using AI-enabled learning management systems (LMS) report significant time savings, with 85% experiencing efficiency compared to 51% of those not using such tools [3]. - Among educators who use AI, 52% report some time savings, while 40% report no time savings, and 8% claim that AI adds time to their workweek [4]. Group 3: Institutional Guidance and Regional Variations - Only 29% of educators have received updated AI guidance this academic year, with those in the South (38%) and Northeast (30%) more likely to receive guidance compared to the Midwest (15%) [5]. Group 4: Academic Integrity Concerns - 46% of educators express concerns about students' overreliance on AI, and 60% have redesigned assessments to maintain academic integrity, particularly among Gen Z and Millennial educators [6].

Core Insights - OpenText has introduced new cybersecurity capabilities aimed at integrating AI into enterprise security operations, enhancing governance and compliance across various domains [2][3]. Cybersecurity Innovations - The new features include OpenText Core Threat Detection and Response for behavioral analytics, OpenText Core Identity Foundation for advanced permission settings, and OpenText Application Security Aviator for auto-remediation during application testing [2][3]. - These innovations are part of OpenText Cloud Editions 25.4 and are designed to help organizations manage security more effectively while ensuring compliance with regulations such as GDPR, HIPAA, and PCI DSS [2][4]. AI Integration - The company emphasizes the need for enterprises to leverage AI's speed without compromising security, providing tools for security and IT teams to operate more efficiently [3]. - OpenText's solutions aim to unify identity management across complex environments and enhance managed detection and response capabilities [3][7]. Data Privacy and Protection - OpenText Data Privacy and Protection offers advanced encryption services to safeguard sensitive data throughout its lifecycle, ensuring that AI applications operate within a secure framework [7][8]. - The company also provides Managed Security Services to assist organizations in threat detection and compliance with regulatory requirements [7][8]. Market Position - OpenText positions itself as a leader in secure information management for AI, catering to organizations of all sizes with a comprehensive suite of cybersecurity solutions [9][8].