These capabilities build on the recently released, AI-enabled, Oracle Health electronic health record. The EHR enables clinicians to be more present during patient interactions and easily access the information and tools they need to enhance quality of care. Bringing OpenAI's technology into the Oracle Health Patient Portal will mark the next step in the company's strategy to deliver conversational AI across healthcare – empowering clinicians and patients alike with actionable intelligence that can help im ...

Accessibility StatementSkip Navigation Highlights of the Acquisition: The Cloud Codes acquisition is immediately accretive to Scope Technologies as it adds revenue to the operations of Scope Technologies and the Cloud Codes' middleware will become the centerpiece of QSE's decentralized cloud backbone. Terms of Transaction Under the terms of the Agreement, Scope Technologies acquired Cloud Codes including any other "Cloud Codes" assets owned by Plurilock. Â In consideration of the foregoing, the Company paid ...

Core Insights - Trimble is hosting its flagship user conference, Trimble Dimensions 2025, from November 10-12, 2025, at The Venetian Resort in Las Vegas, focusing on connecting physical and digital worlds to transform industries [1][2] Event Overview - The conference will feature a keynote address by Trimble CEO Rob Painter, over 500 expert-led sessions, live demos, and hands-on workshops covering a wide range of Trimble technologies and industry applications [3] - The event will also highlight Trimble's sponsorship collaboration with RFK Racing, featuring a presentation by co-owner and driver Brad Keselowski on the role of technology in motorsports [4] Community Engagement - Trimble Dimensions aims to create a global community of builders, makers, and innovators, providing a platform for emerging companies to showcase innovative solutions for connected industries [5] - The Expo Hall will feature Trimble solutions alongside third-party technology integrations, promoting an open ecosystem with personalized demonstrations [5] Networking and Sponsorship - The event will conclude with a customer appreciation party at AREA15, offering attendees a unique networking experience [6] - Major sponsors include PwC, Caterpillar, Datagrid, and HP Inc., with conference attendance exceeding 7,000 in 2024 [6] Innovation and Competitions - The Trimble 0-60 Challenge will debut at Demo Day, where entrepreneurs and startups present Trimble-integrated solutions to industry challenges [8] - The Construction Startup Competition Pitch Day will showcase finalists competing for cash prizes, judged by prominent companies in the sector [8] Company Background - Trimble is a global technology company that connects physical and digital worlds, driving productivity and progress across essential industries such as construction, geospatial, and transportation [9]

Key Takeaways Oracle reports Q1 fiscal 2026 results Sept. 9 with revenues expected to grow 12-14% to $15.01 billion.ORCL stock gained 34.1% year to date, driven by AI infrastructure pivot and $30 billion Stargate deal.Premium valuation at 45.98x P/E amid execution risks suggests waiting for a pullback before buying.Oracle (ORCL) is scheduled to report its first-quarter fiscal 2026 results on Sept. 9.For the first quarter of fiscal 2026, total revenues are expected to grow in the band of 11-13% at constant c ...

Core Insights - Intuit (INTU) reported Q4 fiscal 2025 non-GAAP EPS of $2.75, exceeding the Zacks Consensus Estimate of $2.65, with a year-over-year increase of 38.2% [1] - Total revenues reached $3.83 billion, surpassing the consensus mark of $3.74 billion, and reflecting a 20.3% year-over-year growth [1] Revenue Breakdown - Global Business Solutions Group revenues, accounting for 78.6% of total revenues, grew 17.8% year over year to $3.01 billion [2] - Online Ecosystem revenues within this segment increased by 21.1% year over year to $2.2 billion [2] - QuickBooks Online Accounting revenues rose 23.2% year over year to $1.10 billion, driven by higher effective prices and customer growth [2] - Online Services revenues, including payroll and payments, jumped 19% year over year to $1.11 billion [3] - Consumer Group revenues increased by 21.2% to $137 million [3] - ProTax Group's professional tax revenues rose 10.3% year over year to $32 million [3] - Credit Karma contributed $649 million to total revenues, marking a 33.8% year-over-year increase [4] Profitability Metrics - Non-GAAP operating income climbed 39.2% to $1.02 billion, with a non-GAAP operating margin increase of 360 basis points to 26.5% [4] Balance Sheet and Cash Flow - As of July 31, 2025, Intuit's cash and investments totaled $4.6 billion, down from $6.2 billion as of April 30, 2025 [5] - The company had long-term debt of $6 billion and repurchased $2.8 billion of stock during fiscal 2025 [5] - A quarterly dividend of $1.20 per share was approved, representing a 14% year-over-year increase [5] Future Outlook - For Q1 fiscal 2026, Intuit expects revenues to grow between 14% and 15% year-over-year, with non-GAAP EPS estimated between $3.05 and $3.12 [6] - Fiscal 2026 revenue projections are between $20.997 billion and $21.186 billion, indicating approximately 12-13% growth [6] - Non-GAAP operating income for fiscal 2026 is anticipated to be between $8.611 billion and $8.688 billion [7] - Revenue growth expectations for business segments include Global Business Solutions (14-15%), Consumer Group (8-9%), Credit Karma (10-13%), and ProTax (2.3%) [7]

Investment Rating - The report does not explicitly state an investment rating for the computer software industry Core Insights - The computer software industry in China experienced steady growth in the first half of 2025, with revenue reaching 70,585 billion yuan, a year-on-year increase of 11.9% [9] - AI technology continues to drive reform in the software industry, significantly enhancing development efficiency and quality [10] - The domestic software market is witnessing a shift towards localization, particularly in operating systems and databases, with Huawei's HarmonyOS gaining traction [10] - The financing landscape in the software sector shows a rise in the number of financing cases, with a total of 126 cases in Q2 2025, reflecting a 6.8% increase from the previous quarter [22] Summary by Sections 1.1 Quarterly Overview - The software industry in China reported a total revenue of 70,585 billion yuan in H1 2025, with a profit of 8,581 billion yuan, marking a 12.0% increase [9] - Information technology services accounted for 68.5% of the total revenue, with a growth rate of 12.9% [9] 1.2 Industry Policies - Various local governments are implementing policies to support the development of the software industry, including financial incentives for key software enterprises [13] 2.1 Financing Dynamics - In Q2 2025, the computer software sector saw 126 financing cases, with disclosed amounts totaling 88.2 billion yuan, a year-on-year increase of 46.7% [22] - The leading sectors in financing amounts were foundational software and commercial productivity software [22] 3.1 Database Trends - The database market in China is projected to grow from 596.16 billion yuan in 2024 to 837.42 billion yuan by 2027, with a compound annual growth rate of 11.99% [37] - The importance of databases is increasing as they become central to data governance, AI training, and real-time analysis [37] 4.1 Representative Companies - Jiuyou Database, established in December 2021, focuses on high-performance, low-cost domestic database solutions for various industries [55]

Core Insights - Blackbaud, Inc. (BLKB) reported Q2 2025 non-GAAP EPS of $1.21, exceeding the Zacks Consensus Estimate by 15.2% and showing a 12% year-over-year increase [1][9] - Total revenues decreased by 2.1% year-over-year to $281.4 million, primarily due to the divestiture of EVERFI, but organic recurring revenue rose nearly 7% [1][9] - The company raised its full-year 2025 financial guidance across all major metrics, reflecting strong first-half performance and disciplined execution [2][12] Financial Performance - GAAP recurring revenue declined 2% to $275.6 million, mainly due to the EVERFI divestiture [3] - Non-GAAP organic revenues increased by 6.8% on a reported basis and 6% on a constant-currency basis year-over-year [3] - Non-GAAP gross margin improved to 63.4% from 62.9% a year ago, while total operating expenses fell by 7.8% to $111.1 million [5] Shareholder Value - Following the announcement, shares of Blackbaud jumped approximately 11% in the trading session [4] - The company has repurchased around 4% of its outstanding shares in the first half of 2025 and expects to repurchase up to 5% during fiscal 2025 [11] Guidance and Outlook - Blackbaud projects full-year 2025 GAAP revenues between $1.120 billion and $1.130 billion, reflecting approximately 5% organic growth at the midpoint [12] - Non-GAAP adjusted EBITDA margin is expected to be in the range of 35.4-36.2%, with non-GAAP EPS anticipated between $4.30 and $4.50 [13] Strategic Initiatives - The company introduced advanced AI capabilities aimed at enhancing customer engagement and operational efficiency [15] - Blackbaud partnered with Constant Contact to improve engagement for social impact organizations across various digital channels [16]

Core Viewpoint - Microsoft is expected to release its fourth-quarter fiscal 2025 results, with strong market anticipation and stock performance leading up to the announcement [1][2]. Company Performance - Microsoft stock has increased approximately 30% over the past three months, outperforming its sector's growth of 21.9% [2]. - The company has an Earnings ESP of -0.64% and a Zacks Rank of 2 (Buy), indicating a solid outlook despite a slight negative earnings surprise prediction [3]. - The earnings surprise average over the last four quarters stands at 5.21%, with a Zacks Consensus Estimate projecting earnings growth of 13.56% and revenue growth of 13.88% year-over-year [4]. Analyst Recommendations - Wall Street analysts have an average recommendation of 1.23 on a scale of 1 to 5, with 39 out of 47 brokerage firms rating it as Strong Buy [5]. - The average price target for Microsoft is $554.30, with estimates ranging from $475.00 to $626.00 [5]. Growth Potential - Microsoft holds a Growth Score of B, suggesting strong growth potential in the near term, with its stock trading at 34.36X forward earnings, above the industry average of 26.68X [6]. - The company is expected to benefit from the increasing use of artificial intelligence applications driving cloud infrastructure, particularly through its Azure cloud business in partnership with OpenAI [7]. Price Target Adjustments - Analysts have raised their price targets for Microsoft, with Evercore ISI increasing its target to $545.00 and Wedbush raising it to $600.00, citing strong momentum in Azure and AI [8]. Earnings Expectations - Microsoft anticipates revenues of $70 billion and earnings per share of $3.46 for the fiscal fourth quarter of 2025 [9]. ETFs with Microsoft Exposure - Several ETFs have significant exposure to Microsoft, including: - T-Rex 2X Long Microsoft Daily Target ETF (MSFX) with $9.1 million in assets [10]. - Global X PureCap MSCI Information Technology ETF (GXPT) with a 19.3% share of Microsoft [12]. - iShares Global Tech ETF (IXN) with a 17.6% share of Microsoft [13]. - iShares U.S. Technology ETF (IYW) with a 15.8% share of Microsoft [14]. - Vanguard Information Technology ETF (VGT) with a 14.9% share of Microsoft [15].

Core Insights - MicroStrategy (MSTR) is set to report its second-quarter 2025 results on July 31, with expected revenues of $112.15 million, reflecting a year-over-year growth of 0.64% and a projected loss of 12 cents per share, unchanged over the past 30 days [1][9] Group 1: Bitcoin Holdings and Acquisitions - MicroStrategy is the world's largest bitcoin treasury company, holding 607,770 Bitcoins as of July 20, 2025, with recent acquisitions of 6,220 Bitcoins for $739.8 million and 10,100 Bitcoins for $1.05 billion [3][9] - The company is expected to benefit from the Trump administration's announcement regarding a strategic bitcoin reserve, contributing to the increasing acceptance of bitcoin as a non-sovereign asset [4] Group 2: Financial Performance and Projections - The bitcoin yield for MicroStrategy was 13.7% year-to-date as of April 28, 2025, with a full-year target of 25% and a bitcoin dollar gain target of $15 billion, having reported gains of $4.1 billion in Q1 2025 and $5.8 billion as of April 28, 2025 [5] - Software subscription revenues surged 62% year-over-year to $37.1 million, accounting for 33% of total revenues in Q1 2025, with subscription billings growing 38% year-over-year to $24.5 million [6] Group 3: Stock Performance and Valuation - MicroStrategy shares have returned 39.4% year-to-date, outperforming the Zacks Computer & Technology sector's return of 11.3% and the Zacks Computer Software industry's 19.4% [7] - The company's current valuation is considered stretched, with a Price/Book ratio of 3.43X, higher than MARA Digital's 1.62X and Riot Platform's 1.76X [11] Group 4: Regulatory Environment and Future Plans - The passing of the GENIUS Act on July 17 provides a favorable legal background for stablecoins, which, along with other pending regulations, is expected to benefit MicroStrategy despite bitcoin's volatility [16] - The company plans to raise $42 billion through equity issuance and $42 billion through fixed income securities by the end of 2027, with $21.1 billion in equity and $35.6 billion in fixed income securities remaining to be issued [18] Group 5: AI and Cloud Services Expansion - MicroStrategy is expanding its AI capabilities with the launch of Mosaic, an AI-powered Universal Intelligence Layer, aligning with its shift toward cloud-first, subscription-based services [19]

Core Insights - Pegasystems (PEGA) shares have increased by 6.9% year to date (YTD), underperforming the broader Zacks Computer & Technology sector, which has appreciated by 7.4%, and key competitors like Microsoft (MSFT), Oracle (ORCL), and IBM, which have seen increases of 19.4%, 38.4%, and 29% respectively [1][2][8] Performance Analysis - The underperformance of PEGA shares is attributed to a challenging macroeconomic environment and intense competition from Microsoft and Oracle in the business process management sector [2] - Despite the challenges, Pegasystems is experiencing strong demand for its AI-powered and cloud-based solutions, with the market expected to exceed $130 billion by 2027 [6][11] - PEGA's Annual Contract Value (ACV) rose by 23% year over year to $701 million, driven by the adoption of Pega GenAI Blueprint and a shift towards term-based licensing [8][11] Revenue and Growth Projections - Pegasystems forecasts revenues of $1.7 billion for 2025, an increase from previous guidance of $1.6 billion, supported by growing ACV and market momentum [15] - The company anticipates free cash flow to grow at a compound annual growth rate (CAGR) of 15-20%, reaching over $700 million by 2028 [15] Market Position and Valuation - Pegasystems is currently trading above its 50-day and 200-day moving averages, indicating a bullish trend [6] - However, PEGA shares are considered overvalued, with a trailing 12-month Price/EBITDA (P/EBITDA) ratio of 23.79X, compared to the Zacks Computer Software market's 20.32X and IBM's 15.35X [18] Investment Outlook - Pegasystems is recognized for its strong portfolio, expanding ACV, and robust free cash flow generation capabilities, currently holding a Zacks Rank 1 (Strong Buy) and a Growth Score of A, indicating a favorable investment opportunity [21]