Group 1 - Cisco is hosting its annual AI Collaboration and Customer Experience event, WebexOne, from September 28 to October 1, 2025, in San Diego, featuring luminary customers and partners [1][2] - The event will focus on trending topics such as generative AI, customer experience, and conferencing technology, showcasing Cisco's latest innovations and strategies [2][5] - Attendees will have access to over 200 hours of learning through 82 classes and labs, along with 100+ breakout sessions featuring top customers and Cisco speakers [3] Group 2 - More than 50 Webex customers and partners, including Conagra Brands and Kennedy Space Center, will discuss their collaboration with Cisco to enhance customer experiences using AI [5] - Notable speakers include Ryan Reynolds, who will deliver the closing keynote on creative leadership and innovation, and Deepu Talla from NVIDIA, who will discuss the future of AI [5] - Cisco executives will present the company's vision for AI and customer experience, highlighting the integration of new technologies with Cisco's product portfolio [5]

Core Insights - Docusign has achieved FedRAMP Moderate authorization for its Intelligent Agreement Management (IAM) platform, facilitating federal agencies' adoption of secure and compliant agreement solutions [1][3][5] - The IAM platform aims to modernize critical agreement processes for federal agencies, enhancing efficiency, reducing costs, and improving service delivery [2][3][4] - Docusign's commitment to the public sector is further demonstrated through discounted pricing programs via the GSA OneGov initiative [4][5] Company Overview - Docusign serves over 1.7 million customers globally, with its solutions utilized by more than a billion people across 180 countries [6] - The IAM platform is designed to unlock business-critical data trapped in documents, streamlining agreement workflows and enhancing operational efficiency [6][8] - Docusign has been recognized for its long-term growth prospects, being named to Fortune's 2025 Future 50 list [9]

Industry Overview - The Zacks Computer Software industry is positioned to benefit from global digital transformation, with a shift to cloud and SaaS models providing recurring revenue visibility and flexibility for users [1] - The industry is experiencing growth driven by the integration of AI and ML technologies into various applications [1] Market Trends - The global software market is projected to grow at a CAGR of 11.3% from 2025 to 2030, reaching $1,397.31 billion [2] - Increased spending on AI and cloud technologies is expected to enhance the industry's prospects, with a focus on automation, personalization, and predictive analytics [4] - Cloud computing is becoming a dominant force, with businesses adopting hybrid and multi-cloud environments for flexibility and scalability [5] - The demand for cybersecurity software is rising due to increased cyberattacks, leading to a focus on performance management monitoring tools [6] Macroeconomic Factors - Global macroeconomic weakness and supply chain volatility are concerns for the industry, with inflation potentially affecting spending among small and medium-sized businesses [7] - Worldwide IT spending is projected to reach $5.43 trillion in 2025, reflecting a 7.9% increase from 2024, which is lower than previous forecasts [7] Industry Performance - The Zacks Computer Software industry has underperformed compared to the broader Zacks Computer and Technology sector and the S&P 500 Index over the past year, gaining 18.2% compared to 18.8% and 30% respectively [11] Valuation Metrics - The industry is currently trading at a forward 12-month P/E ratio of 33.11X, higher than the S&P 500's 23.24X and the sector's 28.69X [14] Company Highlights - **Manhattan Associates (MANH)**: Reported a 22% increase in cloud revenues for Q2 2025, with total revenues up 2.7% year over year. The Zacks Consensus Estimate for 2025 earnings is $4.81 per share, indicating 1.9% growth [18][20][19] - **PTC Inc (PTC)**: Focused on AI strategy with positive customer feedback and a Zacks Consensus Estimate for fiscal 2025 earnings at $6.69 per share, indicating 31.7% growth [23][26] - **Microsoft Corporation (MSFT)**: Achieved total revenue of $281.7 billion in fiscal 2025, with AI business revenue exceeding $13 billion, growing 175% year over year. The Zacks Consensus Estimate for fiscal 2026 earnings is $15.35 per share, indicating 12.5% growth [33][34]

Group 1 - Docusign has been selected for the 2025 Fortune Future 50 list, recognizing its strong potential for sustained growth and long-term rewards for stakeholders [1][2][3] - The Fortune Future 50 list is based on a comprehensive "Net Vitality Score" derived from over 10 million data points across 25 key metrics, assessing corporate vitality for predicting long-term growth [2][3] - Docusign serves over 95% of Fortune 500 companies, indicating its strong market presence and performance in the Intelligent Agreement Management (IAM) sector [3][5] Group 2 - The Fortune Future 50 list has a history of identifying high-performing companies, with an average annual total return of 12%, outperforming the MSCI World stock index by 1.4 percentage points [4] - The selection process evaluates companies based on four core dimensions: Strategy, Technology, Talent, and Culture, using an AI algorithm and various metrics [7]

Core Viewpoint - LivePerson has successfully completed a deleveraging transaction, marking a significant milestone in its multi-year effort to strengthen its financial foundation and reduce debt [1][4]. Financial Positioning - The transaction has materially deleveraged the company by $226 million, shifting enterprise value from debt holders to equity holders [8]. - LivePerson captured a significant $181 million debt discount, which is directly accretive to all shareholders [8]. - The company's debt maturity profile has been extended to December 2029, providing financial certainty and a clear operational runway [8]. Strategic Focus - The successful refinancing allows LivePerson to sharpen its focus on strategic execution and innovation, positioning the company to generate positive cash flow in 2026 [2][5]. - Recent partnerships with Google Cloud and AWS, along with industry recognition from Gartner and G2, enhance the company's strategic positioning [3]. Cost Structure Adjustments - LivePerson has proactively implemented significant adjustments to its cost structure, including a streamlined workforce, to align expenses with business performance [4]. - These actions are aimed at strengthening the company's financial profile and accelerating its path to profitability [4].

Core Insights - Harmonic has partnered with SKY Perfect JSAT Corporation to modernize its broadcast playout and delivery workflow, utilizing Harmonic's XOS Advanced Media Processor to enhance video quality and explore new business models for revenue growth [1][2]. Company Overview - Harmonic is recognized as a leader in virtualized broadband and video delivery solutions, enabling media companies to provide ultra-high-quality video streaming and broadcast services globally [4]. Technological Advancements - The XOS media processor features a cloud-native software foundation and a complete playout-to-delivery feature set, which consolidates critical broadcast functions into a single solution, enhancing operational efficiency and delivering substantial cost savings [2]. - The XOS media processor provides a 40% improvement in density compared to the previous platform, driving performance gains for SKY Perfect JSAT [2]. Market Positioning - The collaboration with SKY Perfect JSAT is seen as a strategic investment in software-centric solutions, allowing the company to expand into new market segments and launch targeted services [3].

Core Insights - Adobe reported third-quarter fiscal 2025 non-GAAP earnings of $5.31 per share, exceeding the Zacks Consensus Estimate by 2.71% and reflecting a year-over-year increase of 14.2% [1] - Total revenues reached $5.99 billion, surpassing the consensus mark by 1.50% and showing a year-over-year growth of 10.7% on a reported basis and 10% on a constant-currency basis [1] Revenue Breakdown - Subscription revenues amounted to $5.79 billion, accounting for 96.7% of total revenues, with an 11.8% year-over-year increase [3] - Product revenues were $68 million, representing 1.1% of total revenues, down 17.1% year over year [3] - Services and other revenues totaled $129 million, or 2.2% of total revenues, down 11.6% year over year [3] Segment Performance - Digital Media segment revenues were $4.46 billion, up 12% year over year on a reported basis and 11% on a constant-currency basis [4] - Digital Experience revenues reached $1.48 billion, increasing 11% year over year, both on a reported and constant-currency basis [4] - Publishing and Advertising revenues were $50 million, down from $60 million in the year-ago quarter [4] Subscription Growth - Business Professionals and Consumers' subscription revenue was $1.65 billion, reflecting 15% year-over-year growth on a reported basis and 14% at constant currency [5] - Digital Media's annualized recurring revenues (ARR) were $18.59 billion at the end of Q3 2025, representing 11.7% year-over-year growth [5] - Creative and Marketing Professionals Group subscription revenues were $4.12 billion, showing 11% year-over-year growth on a reported basis and 10% at constant currency [5] Operating Metrics - GAAP gross margin for Q3 was 89.3%, contracting 50 basis points year over year [7] - Operating expenses were $3.17 billion, up 10.9% year over year, representing 53% of total revenues [7] - Adjusted operating margin was 46.3%, down 20 basis points year over year [7] Financial Position - As of August 29, 2025, cash and short-term investments totaled $5.94 billion, up from $5.71 billion as of May 30 [8] - Long-term debt was $6.2 billion, slightly up from $6.17 billion as of May 30 [8] - Cash generated from operations was $2.2 billion in the reported quarter, compared to $2.19 billion in the previous quarter [8] Future Guidance - For Q4 fiscal 2025, Adobe expects total revenues between $6.075 billion and $6.125 billion [11] - Digital Media revenues are projected to be between $4.53 billion and $4.56 billion, while Digital Experience segment revenues are expected to be between $1.495 billion and $1.515 billion [11] - Non-GAAP operating margin is anticipated to be roughly 45.5%, with expected earnings between $5.35 and $5.40 per share for Q4 [12] Annual Projections - For fiscal 2025, total revenues are expected to be between $23.65 billion and $23.70 billion [12] - Digital Media revenues are projected to be between $17.56 billion and $17.59 billion, with an ending ARR growth rate of 11.3% year over year [13] - Digital Experience segment revenues are expected to be between $5.84 billion and $5.86 billion [13]

Core Insights - MongoDB, Inc. will host an investor session at MongoDB.local in New York City on September 17, 2025, starting at 9:00 a.m. ET with a keynote presentation by President & CEO Dev Ittycheria, followed by an investor session from 11:00 a.m. to 3:00 p.m. ET [1] - Both the keynote and investor session will be webcast live, with a replay available on the company's Investor Relations website [2] Company Overview - MongoDB is headquartered in New York and aims to empower innovators to create, transform, and disrupt industries through software and data [3] - The company offers a unified, intelligent data platform designed for the next generation of applications, making it the most widely available, globally distributed database [3] - MongoDB supports operational data, search, real-time analytics, and AI-powered retrieval, helping organizations innovate efficiently and simplify complex architectures [3] - The company serves millions of developers and over 50,000 customers across various industries, including 70% of the Fortune 100 [3]

Core Insights - Research Solutions has launched the AI Rights add-on for Article Galaxy, enabling corporate researchers to use generative AI tools with scientific journal content while ensuring compliance with copyright laws [1][2][3] - The solution addresses a significant compliance gap, as 76% of researchers currently using AI tools lack clear guidance on copyright permissions [1][2] - The AI Rights add-on provides instant clarity on usage permissions and seamless access to acquire necessary rights, transforming Article Galaxy into a comprehensive solution for AI rights verification [2][5] Company Overview - Research Solutions (NASDAQ: RSSS) is a vertical SaaS and AI company that simplifies research workflows for academic institutions, life science companies, and research organizations globally [4] - The company offers a unique marketplace for scientific, technical, and medical (STM) content, combining AI-powered tools with access to both open access and paywalled research [4] Key Innovations - Comprehensive Rights Management allows users to manage all AI rights sources through a single interface, including open access licenses and direct publisher relationships [5] - Instant Rights Verification provides immediate visibility on AI usage permissions for any article, eliminating compliance uncertainty [5] - One-Click Rights Acquisition enables users to purchase missing permissions directly through the Article Galaxy interface with transparent pricing [5] - Retroactive Rights Purchase allows organizations to acquire AI rights for previously purchased articles, ensuring compliance for existing content libraries [5] - Organization-Wide Licensing applies acquired AI rights across the entire organization, removing per-use restrictions [5]

Accessibility StatementSkip Navigation Specialized AI agents can help reduce administrative burden and costs for healthcare providers and payers while speeding care delivery ORLANDO, Fla., Sept. 11, 2025 /PRNewswire/ -- Oracle Health and Life Sciences Summit – Oracle Health today unveiled its strategy to strengthen the collaboration between healthcare providers and payers. Building on its long history of serving customers in both the healthcare and insurance industries, Oracle plans to introduce a compre ...