NiCE Ltd. (NICE), an AI-powered customer experience (CX) platform provider, reported Thursday higher profit and revenues in its fourth quarter, mainly with growth in cloud revenues. Further, the company issued outlook, expecting year-over-year revenue growth in first quarter. The company also projects lower adjusted earnings and higher revenues in fiscal 2026.The company also announced a new $600 million share repurchase program, subject to the issuance of its audited annual financial report for the year 2 ...

In the 8-K released on January 22nd , Autodesk ( ADSK ) (the company) gave the public some information that will be quite impactful to its stockholders. The company is proceeding with its sales and marketing restructuring, which startedI am an Honors Economics student at Middle East Technical University (METU) who passed the CFA Level 1 and continuing to pursue the CFA charter to deepen my mastery of investment analysis. My journey in finance began at age 14, driven by a fascination with market inefficienci ...

Wishpond Enters into Asset Purchase Agreement to Sell Viral Loops for $2.3 Million to Strengthen Balance Sheet [Accessibility Statement] Skip NavigationVANCOUVER, BC, Feb. 19, 2026 /PRNewswire/ - Wishpond Technologies Ltd. (TSXV: WISH) (OTCQX: WPNDF) (the "Company" or "Wishpond"), a provider of AI-enabled marketing-focused online business solutions, today announced that it has entered into an asset purchase agreement dated February 19, 2026 to sell its Viral Loops product and related assets ("Viral Loops") ...

Group 1: Lean Manufacturing and AI Integration - BD, also known as Becton, Dickinson and Company, emphasizes the importance of lean manufacturing, with CEO Tom Polen advocating for its integration with AI to enhance operational efficiency [2][3] - Polen launched BD Excellence in 2024, scaling lean practices from 50 kaizen projects to 1,500 in the previous year, indicating a significant commitment to continuous improvement [2][3] - The company recently spun off its $10.4 billion bioscience and diagnostic solutions units to focus on its $11.5 billion medical technology business, showcasing a strategic shift towards core competencies [3] Group 2: Financial Performance and Market Trends - BD's stock has increased by 16% this year, contrasting with the S&P 500's decline, reflecting positive market sentiment despite challenges such as pricing pressure in China [3] - Figma reported a 40% year-over-year increase in quarterly revenue, demonstrating resilience in the software sector amid broader market challenges [5] - Job-hopping employees experienced a decrease in year-over-year pay growth from 6.6% to 6.4%, while those who remained in their positions saw a pay growth of 4.5%, indicating a narrowing gap in compensation trends [4]

Core Insights - NiCE reported a 14% year-over-year growth in cloud revenue for Q4 2025 and a 13% growth for the full year 2025, driven by strong AI momentum and enterprise demand [1] - The company announced a new $600 million share repurchase program, reflecting confidence in long-term growth and cash flow generation [1] - For 2026, NiCE expects cloud revenue growth of 14.5%-15.0% year-over-year, indicating continued positive outlook [1] Financial Highlights Fourth Quarter 2025 - Total revenue reached $786.5 million, a 9% increase year-over-year [1] - Cloud revenue was $608.3 million, up 14% year-over-year [1] - Operating income increased by 14% to $176.2 million, with an operating margin of 22.4% [1] - Diluted EPS rose 57% to $2.41 [1] Full Year 2025 - Total revenue was $2,945.4 million, an 8% increase compared to 2024 [1] - Cloud revenue reached $2,238.4 million, a 13% increase year-over-year [1] - Operating income increased by 18% to $645.8 million, with an operating margin of 21.9% [1] - Diluted EPS increased by 43% to $9.67 [1] AI and Cloud Growth - AI Annual Recurring Revenue (ARR) surged 66% year-over-year to $328 million in Q4 2025 [1] - AI was included in 100% of new seven-figure CXone deals for the full year 2025, highlighting strong enterprise demand for AI-native platforms [1] - The company is positioned to extend market leadership in CX AI and accelerate cloud growth in 2026 and beyond [1] Share Repurchase and Financial Strategy - The new $600 million share repurchase program is part of a broader strategy to enhance shareholder value and reflects the company's strong cash flow generation [1] - As of December 31, 2025, NiCE had approximately $1 billion in total remaining share repurchase capacity [1] Guidance for 2026 - First-quarter 2026 non-GAAP total revenues are expected to be between $755 million and $765 million, representing 8.5% year-over-year growth at the midpoint [1] - Full-year 2026 non-GAAP total revenues are projected to be in the range of $3,170 million to $3,190 million, indicating 8.0% year-over-year growth at the midpoint [1]

Core Viewpoint - Microsoft stock has experienced a significant decline of 17.19% in 2026, but a recent insider purchase by a board member has sparked renewed confidence in the stock [1][6]. Insider Trading Activity - Director John W. Stanton purchased 5,000 shares of Microsoft at an average price of $397.35 on February 18, 2026, totaling $2 million, marking the largest insider purchase in nearly a decade [3][6]. - This purchase is notable as it is one of only two insider trades executed since 2022, and it is the first purchase not immediately followed by a sale [6][7]. Market Context - Despite the insider purchase, Microsoft faces significant pressure in 2026, primarily due to concerns over its substantial investments in artificial intelligence and its exposure to OpenAI [7][8]. - The company's stock recently dropped sharply, losing approximately $350 billion in market capitalization in a single session, largely attributed to fears surrounding OpenAI's financial forecasts [8][9]. Business Outlook - Microsoft's overall business remains healthy and profitable, with potential for recovery if it addresses user complaints regarding Windows and if OpenAI's projected revenue of $100 billion by 2029 materializes [10].

作者 ｜ 木子 " 我们会开始看到 "软件工程师"这个头衔慢慢消失。 可能会变成 builder、product manager ，或者头衔还保留，但只是一个遗留符号。 因为大家做的工作不再只是写代码：软件工程师还会写 spec、还会跟用户沟通。" 放出这话的，正是 Claude Code 的创始人 Boris Cherny 。 他最近在 Y Combinator 的一场圆桌访谈中，一人对阵四位 YC 高管，几乎句句都带着点"重锤感"。 在他看来， 编程正在被"解决" 。 在 Anthropic，很多人已经 70%–100% 用 Claude 写代码 ，IDE 的存在感正在下降。写代码这件事，正在从"核心能 力"变成"默认能力"。 而另一边， 模型能力会指数增长 ，今天的"勉强可用"，六个月后可能原生支持，如果只围绕当前模型做 PMF，很快会被下一代能力抹平： "在 Anthropic ，我们一直有一个核心理念： 我们不是为'今天的模型'做产品，而是为'六个月后的模型'做产品。 " 用 Boris 的话来说，就是： "我以前在 Meta 负责代码质量，也负责跨多个产品线的代码库质量。当时我们做"提升生产力"， ...

Arthur Mensch, Chief Executive Officer of Mistral AI, on Wednesday said that more than half of the company's current software is likely to be replaced by artificial intelligence (AI), CNBC reported.Addressing investor concerns over software stocks, Mensch said, "AI is making us able to develop software at the speed of light." He made these remarks at the India Accelerates event on the sidelines of the ongoing AI Impact Summit 2026, which New Delhi is hosting from 16 to 20 February.Mensch's remarks came afte ...

Market Analysis by covering: Oracle Corporation, Salesforce Inc. Read 's Market Analysis on Investing.com ...

Core Theme - The primary theme affecting the markets in 2026 is the concept of a "SaaSpocalypse," which suggests that vibe coding and agentic AI may disrupt established software companies and their recurring-revenue business models [1] Industry Insights - The article highlights the author's extensive experience in covering technology companies on Wall Street and working in Silicon Valley, providing insights into current industry trends [1] - The author has been involved as an adviser to several seed-round startups, indicating a deep understanding of emerging technologies and their potential impact on the market [1] Contributions and Influence - The author has been a regular contributor to Seeking Alpha since 2017, showcasing a long-standing engagement with investment analysis and market commentary [1] - The author's insights have been featured in various web publications and are syndicated to popular trading apps like Robinhood, reflecting a significant influence on retail investors [1]