Core Insights - NetSol Technologies (NTWK) shares have declined 27.6% since the first-quarter fiscal 2026 earnings report, underperforming the S&P 500's 2% decrease during the same period [1] - The company reported total net revenues of $15.0 million for the September quarter, a 2.8% increase from $14.6 million a year earlier, primarily driven by growth in subscription and support revenues [2] - Profitability has weakened significantly, with gross profit falling to $5.9 million from $6.6 million, and GAAP net income swinging to a loss of $2.4 million compared to a net income of $0.07 million in the prior year [2] Revenue and Profitability Metrics - Subscription, SaaS, cloud, and support revenues rose 9.4% year over year to $9.0 million, indicating a shift towards recurring revenue streams [3] - Service revenues decreased to $6.0 million from $6.4 million, while license fees remained minimal at approximately $72,000 [3] - The gross margin compressed to 39.4% from 45%, attributed to higher delivery costs and changes in revenue mix [3] Management Commentary - Management acknowledged near-term pressures on margins and profitability but emphasized strategic progress and momentum in key markets [4] - CEO highlighted expanding traction in the recurring revenue model and increasing demand for the AI-powered Transcend platform [4] Financial Challenges - The quarter's loss was partly due to unfavorable foreign-currency movements, with a recognized foreign-exchange loss of $287,000 compared to a gain of $543,000 in the previous year [5] - Increased operating expenses to $7.8 million from $7.3 million were driven by the expansion of the global sales force and strategic technology investments [3][6] Factors Influencing Performance - Front-loaded investments in the global sales organization and seasonal impacts contributed to lower service activity and milestone-based revenue recognition [6] - The transition from a license-based model to a predominantly SaaS model affects revenue recognition timing, which may suppress near-term growth but improve long-term stability [7] Future Outlook - NetSol reaffirmed its expectation for full-year revenue growth of 5% to 7%, supported by a strengthening sales pipeline and demand for the Transcend platform [8] - Recent strategic investments are expected to enhance performance in subsequent quarters [8] Strategic Developments - The company initiated a new engagement with Sonic Automotive in the U.S. to define an omnichannel digital retail solution using the Transcend Retail platform [9] - In Asia, a strategic cooperation agreement was signed with Tianjin Binhai Smart Group to advance cross-border data and financial service initiatives [10] - NetSol supported the overseas expansion of a major Chinese leasing company through the deployment of its Transcend Finance platform in Indonesia [10]

Core Insights - Sprout Social has launched Sprout AI, featuring a new proprietary AI Agent named Trellis, aimed at transforming social media data into actionable business insights [1][6] - The introduction of Sprout AI represents a significant shift in how organizations can access and utilize social intelligence, enabling faster and more effective responses to market dynamics [2][6] Company Overview - Sprout Social is a leading provider of social media management and analytics software, serving approximately 30,000 brands globally [6][8] - The company emphasizes that its platform is designed to empower businesses to leverage social data for smarter and faster decision-making [6] Product Features - Trellis, the AI Agent, allows users to query billions of social data points for insights related to market research, competitive analysis, and customer feedback [7] - The AI capabilities include proactive risk management by monitoring sentiment and emerging complaints, enabling early crisis detection [7] - Sprout AI enhances routine workflows, allowing teams to focus on strategic initiatives while showcasing the ROI of social media efforts [7] - Features like Optimal Send Times and AI-generated content aim to maximize engagement and reach for social media campaigns [7] Strategic Partnerships - Sprout AI includes secure connections with leading AI providers, starting with ChatGPT, facilitating the integration of social data into daily AI workflows [4][6]

"Cayosoft Guardian as a service extends the power of our platform to the cloud, delivering true hybrid Microsoft identity protection so enterprises can detect, respond, and recover instantly, no matter where they operate," said Robert Bobel, CEO, Cayosoft. Post this "Identity security can't depend on the very systems under attack," said Robert Bobel, CEO, Cayosoft. "With Cayosoft Guardian as a service, we're extending the power of our platform to the cloud, delivering true hybrid Microsoft identity protect ...

In 2023, Tayla Cannon moved from Australia to the U.S. for a job in a city she’d never seen before. “No family, no friends, just a fresh start,” she told TechCrunch. A sufferer of chronic back pain, she first started working in physiotherapy, thinking it was helping make a difference in the lives of others. Yet the traditional physiotherapy model never quite lit a spark in her. She moved to interventional cardiology but only became more disillusioned with the physical rehab model with “its localized, re ...

Microsoft ( MSFT ) has seen its stock remain in a bit of a holding pattern over the past several months, despite positive news continuing to flow from this leading Cloud and AI company. Valuation aside, I believeAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than fr ...

Core Insights - RiverPark Large Growth Fund reported strong performance in Q3 2025, with the S&P 500 Total Return Index rising 8.12% and the Russell 1000 Growth Index returning 10.51% [1] - The fund's return for the quarter was 4.73%, with market leadership concentrated among a few mega-cap tech and consumer companies driven by strong AI innovation [1] - Sector performance was led by Information Technology, Consumer Discretionary, and Communication Services, while Energy and Utilities lagged [1] Company Insights: ServiceNow, Inc. (NYSE:NOW) - ServiceNow, Inc. experienced a one-month return of -11.23% and a 52-week loss of 18.23%, closing at $835.79 per share with a market capitalization of $173.971 billion on November 17, 2025 [2] - The company faced challenges as investors shifted towards higher beta AI hardware and semiconductor stocks, leading to relative underperformance despite solid results and guidance [3] - ServiceNow's Q3 subscription revenues reached $3.299 billion, reflecting a 20.5% year-over-year growth in constant currency [4]

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets recorded strong gains in the third quarter, with the S&P 500 Total Return Index rising 8.12% and the Russell 1000 Growth Index returning 10.51%. The fund also surged in the quarter and returned 4.73%. Market leadership was narrow in the quarter, with a few mega-cap tech and con ...

Supplemental Information Q4 FISCAL YEAR 2025 1 Revenue Composition(1) | ($ in thousands) | | | | | | | | | Quarter Ended | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | September 30, | | | | | | December 31, | | September 30, | | | | | | December 31, | | | | 2025 | | June 30, 2025 | | March 31, 2025 | | 2024 | | 2024 | | June 30, 2024 | | March 31, 2024 | | 2023 | | Software and related service revenue | | | | | | | | | | | | | | ...

Intuit Inc. will spend more than $100 million on a multiyear contract with OpenAI to further weave the ChatGPT maker’s artificial intelligence models into financial apps like TurboTax. In addition to the new spending commitment, Intuit will offer applications inside ChatGPT that let users access and interact with financial data stored within Intuit’s platform. The companies announced the expanded partnership Tuesday. Most Read from Bloomberg The deal will combine “the power of Intuit’s proprietary finan ...

格隆汇11月18日｜赛富时完成对企业云软件公司Informatica的收购交易。赛富时预计该笔交易将在12个 月内实现调整后每股收益增厚。 ...