Calkins said 2025 reflected execution on a strategy focused on “big deals” with large organizations. He noted the number of customers purchasing more than $1 million of software grew 50% during the year, and management said the value of seven-figure transactions nearly doubled.UiPath: Has the Bar Been Set Too Low for This AI Robotic Leader?Chief Executive Officer Matt Calkins emphasized operational improvements, noting Appian generated an 11% adjusted EBITDA margin for 2025, compared with negative 8% two ye ...

Wall Street analysts forecast that Workday (WDAY) will report quarterly earnings of $2.30 per share in its upcoming release, pointing to a year-over-year increase of 19.8%. It is anticipated that revenues will amount to $2.52 billion, exhibiting an increase of 14.1% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of ...

Insurity Announces Billing-as-a-Service Now Costs Less Than Running Billing In-House for P&C Carriers and MGAsFeb 19, 2026 10:16 AM Eastern Standard Time# Insurity Announces Billing-as-a-Service Now Costs Less Than Running Billing In-House for P&C Carriers and MGAsShare---Insurity has expanded Billing-as-a- Service, making the platform the most cost-effective and seamless way to manage insurance billing at scaleHARTFORD, Conn.--([BUSINESS WIRE])-- [Insurity], a leading provider of cloud-based software for p ...

G2 Recognizes D2L Brightspace as One of the Best Education Software Products for 2026 [Accessibility Statement] Skip NavigationD2L also ranked among the Best Canadian Software CompaniesTORONTO, Feb. 19, 2026 /PRNewswire/ - D2L, a global leader in learning innovation, today announced it has been named to [G2's 2026 Best Software Awards], ranking among the [Best Education Software Products] and [Best Canadian Software Companies]."Being recognized again by G2 is an honor," said John Baker, President and CEO at ...

Group 1: Core Comparison between Microsoft and Alphabet - Microsoft and Alphabet have both significantly increased investor wealth, but Alphabet is viewed as the more promising stock for new investors [1] - Microsoft is experiencing challenges in the AI sector, particularly with its AI-powered personal assistant, Copilot, which has only attracted 15 million subscribers out of 450 million potential users [4][5] - Microsoft's cloud computing business, while still profitable, is reportedly losing market share despite revenue growth, indicating that simply growing revenue is insufficient in a competitive environment [7] Group 2: Alphabet's Strengths - Alphabet's Google Cloud business has seen a record-breaking growth, achieving a 21% share of worldwide cloud computing revenue in the fourth quarter of the previous year [9] - Google's AI technologies, including Gemini, are gaining significant traction, with Gemini accounting for about one-fifth of user requests in the AI-powered chat assistant market, while ChatGPT dominates with nearly two-thirds market share [6]

Shannon River, a New York-based hedge fund, recently disclosed the sale of around 283,000 shares of Wix.com (WIX) during the fourth quarter (the three months ending on Dec. 31, 2025). Here’s what investors need to know.Wix.com is a leading provider of cloud-based website development solutions, serving approximately 222 million registered users worldwide as of December 31, 2021. The company leverages a robust suite of products and a scalable subscription model to empower users with limited technical expertis ...

LexisNexis Risk Solutions Launches AI-Powered Identity Management Platform for Healthcare [Accessibility Statement] Skip NavigationIndustry-leading identity verification, resolution and enrichment solutions combine with leading AI authentication capabilities to secure, unify and enrich patient identities across the care journeyATLANTA, Feb. 19, 2026 /PRNewswire/ -- [LexisNexis® Risk Solutions] today announced the launch of an identity management platform with industry leading identity verification, resoluti ...

Appian (NasdaqGM:APPN) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsBrian Denyeau - Managing Director of Investor RelationsDerrick Wood - Managing DirectorMatt Calkins - CEOSerge Tanjga - CFOSteve Enders - CFAConference Call ParticipantsDevin Au - Equity Research AnalystLucky Schreiner - Equity Research AnalystOscar Saavedra - Equity Research AnalystRaimo Lenschow - Senior Equity Research AnalystOperatorday, and thank you for standing by. Welcome to the Appian fourth quarter 2025 ...

Financial Data and Key Metrics Changes - In Q4 2025, Appian's cloud subscriptions revenue grew 18% to $117.0 million, while total revenue increased 22% to $202.9 million [3][20] - For the full year 2025, cloud subscriptions revenue grew 19% to $437.4 million, and total revenue grew 18% to $726.9 million [3][20] - Adjusted EBITDA for Q4 was $19.7 million, exceeding guidance, and for the full year, it was $76.8 million [3][23] Business Line Data and Key Metrics Changes - Professional services revenue in Q4 was $40.6 million, up 36% compared to Q4 2024 [21] - The number of customers purchasing over $1 million of software grew 50% in 2025, indicating strong demand for large deals [4][22] Market Data and Key Metrics Changes - Appian's Cloud Net ARR Expansion was 114% in Q4, reflecting strong upsells to existing customers [22] - AI usage on Appian's platform grew 14 times year-over-year, indicating significant traction in the market [9][10] Company Strategy and Development Direction - Appian's strategy focuses on leveraging AI within its process framework, emphasizing the synergy between AI and process management [7][14] - The company aims to capitalize on its strong position in the U.S. public sector, highlighted by a significant enterprise agreement with the U.S. Army [5][52] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory for 2026, expecting cloud subscription revenue to grow by 20% in Q1 and 16% for the full year [25][26] - The company is returning to a moderate pace of investment in 2026, focusing on sales and engineering capacity expansion [27] Other Important Information - Appian announced a $50 million stock buyback program, marking the beginning of a consistent capital return policy for shareholders [28] - Changes in financial reporting include the introduction of Cloud Net ARR Expansion as a new metric, replacing previous metrics like cloud gross renewal rate [18][19] Q&A Session Summary Question: Insights on Q1 guidance acceleration - Management noted that Q1 guidance benefits from strong new business in Q4 and a meaningful FX tailwind [32] Question: Appian's position in AI and process governance - Management highlighted their long-standing role in embedding AI within processes, providing a unique governance layer that enhances AI's effectiveness [37][38] Question: Changes in sales capacity and market opportunities - Management indicated that the return to growth in the sales organization is a long-term trend, driven by improved sales productivity and market opportunities [40][41] Question: AI's impact on customer budgets and purchase decisions - Management reported that AI has positively influenced customer relationships, leading to higher-level conversations and increased win rates [46] Question: Future use cases for the Army enterprise agreement - Management emphasized the importance of the $500 million enterprise agreement with the Army, which enhances credibility and opens doors for further government contracts [52][54] Question: Internal use of AI to accelerate value delivery - Management stated that AI is being extensively used in development and deployment processes to enhance productivity and optimize customer solutions [62][63]

N-Able (NYSE:NABL) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker5Ladies and gentlemen, thank you for joining us, and welcome to the N-able fourth quarter 2025 earnings call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Griffin Gyr, Investor Relations. Please go ahead.Speaker0Thank you, operator, and ...