New Innovations Include Google Classroom Integration, AI Tools, Streamlined Workflows, Enhanced User Experiences and MoreCHARLESTON, S.C., Sept. 4, 2025 /PRNewswire/ -- Blackbaud (NASDAQ: BLKB), the leading provider of software for powering social impact, today announced a series of transformative updates for its K–12 Education Management portfolio, reinforcing its position as the premier choice for schools seeking a unified, future-ready learning and information management experience. With a focus on teach ...

The Salesforce logo is displayed on a mobile phone with the company's emblem seen in the background in this photo illustration in Brussels, Belgium, on August 25, 2025. (Photo by Jonathan Raa/NurPhoto via Getty Images)NurPhoto via Getty ImagesSalesforce stock is presently experiencing downward pressure as investors evaluate its strong operational performance within the context of decelerating growth. Even though the company reported a positive quarter, its revenue forecast slightly fell short of expectation ...

Most investors draw a line in the sand between value and growth investing without realizing that, at their core, they are essentially the same thing. Value relies on future growth potential to justify buying a beaten-down stock, and growth depends on intrinsic value to deliver returns. Recognizing this connection is key to building a forward-looking portfolio. Burlington Stores Inc. NYSE: BURL, Snowflake Inc. NYSE: SNOW, and Cameco Corp. NYSE: CCJ are three stocks that illustrate how combining value and gro ...

Summary of SPS Commerce (SPSC) 2025 Conference Call Company Overview - SPS Commerce operates a cloud-based network connecting retailers and distributors with suppliers to exchange supply chain information, claiming to have the world's largest retail network for this purpose [2][3] Market Opportunity - The Total Addressable Market (TAM) for SPS Commerce is estimated at $11 billion, with significant opportunities to add suppliers who are not digitally connected to retailers [4] - There is potential for increasing average revenue per customer through more connections and cross-selling of the product portfolio [4] Macro Environment - The company has experienced macro headwinds affecting mid-market customers, particularly due to global trade uncertainties, leading to prolonged sales cycles [5][8] - Despite these challenges, demand from retailers remains steady, and customer additions have been strong in 2025 [7][10] Growth and Margin Targets - SPS Commerce targets at least high single-digit organic growth and 2% annual EBITDA margin expansion [11][13] - The growth outlook excludes M&A activities, focusing on organic growth opportunities [14] Revenue Recovery Strategy - The company has acquired SupplyPike and Carbon Six to enhance its revenue recovery solutions for suppliers facing penalties from retailers [22][26] - Integration of these acquisitions is ongoing, with a unified go-to-market strategy that covers multiple retailers [27][28] - Early cross-selling opportunities have been identified, with expectations for ramp-up in 2026 [29][31] International Expansion - SPS Commerce has established a presence in Australia and is expanding into Europe and Asia, with retail enablement programs underway [36][39] - Challenges in Europe include navigating different supplier-retailer dynamics and operational complexities across multiple languages and cultures [41][42] Analytics Product - The analytics business has faced slower growth due to its discretionary nature, but improvements in product offerings and partnerships are expected to stabilize growth [43][44] AI Initiatives - SPS Commerce is exploring AI applications for transaction quality assurance and customer engagement, which are expected to enhance operational efficiencies and contribute to margin improvements [46][50] Competitive Landscape - The company competes with legacy incumbents transitioning to network-based solutions, as well as new entrants in the market [51][52] Gross Margin Expansion - Historical gross margins have been in the mid-60s, with a goal of reaching low to mid-70s through operational efficiencies and AI integration [54][57] Conclusion - Overall, SPS Commerce is optimistic about its growth trajectory, driven by a robust TAM, strategic acquisitions, and a focus on enhancing customer experience and operational efficiencies. The company is navigating macroeconomic challenges while positioning itself for long-term success in the retail supply chain space [10][11][13]

Autodesk (ADSK) 2025 Conference September 04, 2025 08:10 AM ET Company ParticipantsSimon Mays-Smith - VP - IRSidharth Haksar - VP & Head - Construction Strategy & PartnershipsMike Haley - SVP - ResearchConference Call ParticipantsTyler Radke - MD & Senior Equity Research Analyst - SoftwareTyler RadkeCrew from from Autodesk here. I I get a set stand for the session, which is great because I'll be sitting in those chairs for about six hours today. So, from left to right, we got Sid Hoxar, VP of construction, ...

Zscaler, Inc. (NASDAQ: ZS ) reported a strong close to FY25 with a “Rule Of” 51% as measured by the combination of revenue growth and free cash flow margin. With a growing opportunity for Zero Trust Everywhere, particularly asMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, ...

智通财经APP获悉，Palantir(PLTR.US)与Lumen Technologies(LUMN.US)达成合作，将Palantir的Foundry 和人工智能(AI)平台引入Lumen，助力后者从传统电信公司转型为新一代技术基础设施公司。另外， Palantir宣布与李尔(LEA.US)的合作伙伴关系将延长五年，进一步将人工智能技术应用于制造业务。 据悉，Palantir的工具将帮助Lumen简化运营、优化决策流程，并实现系统现代化。Lumen 首席技术和 产品官Dave Ward表示："作为人工智能经济的基石，Lumen 努力让自身的运营也变得智能化且高效， 就像我们为客户提供的网络服务一样。与 Palantir合作使我们能够利用人工智能来加快现代化进程，并 在人工智能时代为客户提供所需的网络和服务。" 此外，Palantir周四宣布与汽车座椅和电子电气技术供应商李尔延长合作五年。根据新协议，李尔将扩 大对Palantir Foundry的使用，并将Palantir的Warp Speed制造操作系统以及人工智能平台应用于其全球制 造业务。 ...

AUSTIN, Texas, Sept. 04, 2025 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, today announced that it will participate in the following investor conferences: Goldman Sachs Communacopia + Technology Conference 2025San FranciscoWednesday, September 10, 2025 Piper Sandler Growth Frontiers ConferenceNashvilleWednesday, September 10, 2025 Wolfe Research TMT Conference 2025San FranciscoThursday, September 11, 2025 J.P. Morgan Software ForumNapa ValleyTuesday, October ...

New technology brings AI‑powered risk detection and cross‑discipline drawing comparison into Bluebeam’s trusted PDF workflows; first preview at Bluebeam Unbound.PASADENA, Calif., Sept. 04, 2025 (GLOBE NEWSWIRE) -- Bluebeam, a leading developer of solutions and services for architecture, engineering and construction (AEC) professionals worldwide and a part of the Nemetschek Group, today announced it has acquired Firmus AI (Firmus), a pioneer in preconstruction AI design review and risk analysis. The acquisit ...

Salesforce, Inc. ( CRM ) is down after its Q2 earnings , and while researching information for this piece, I realized how many disputes among investors this stock creates. In this article, I want to separate the noise fromI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and c ...