Key Takeaways CDNS has posted breakeven returns over six months, compared with the industry's 13.7% declines. CDNS is seeing strong AI-led demand across EDA, hardware systems and verification tools, boosting visibility.CDNS ended Q3 with a $7B backlog, rising free cash flow and active buybacks supporting value creation.Over the past six months, Cadence Design Systems (CDNS) has delivered breakeven returns, a performance that stands in contrast to the broader enthusiasm surrounding artificial intelligence (“ ...

1月14日，A股震荡加剧：早盘高开高走、资金情绪亢奋；午后受融资保证金比例上调消息影响，市场热度骤降，最终仅2747只个股收红。传媒、通 信、计算机板块相对抗跌。 受访人士表示，A股回调表明市场在连续逼空上涨后进入高波动、高分歧的"换挡期"，短期波动风险加大，需警惕连涨后的获利盘兑现。接下来A股 将以震荡蓄势、结构性轮动为主，趋势未改但节奏放缓；操作上宜轻指数、重个股，避免盲目追高，逢回调可关注具备实质逻辑的主线板块。 日成交额逼近4万亿元 今日A股天量震荡，交易量能继续放量，成交额增至3.99万亿元。指数方面，沪指上午涨逾1%，但最终翻绿收跌0.31%报4126.09点；创业板指涨幅收 窄至0.82%报3349.14点；深证成指、北证50涨幅均不超过1%，科创50涨逾2%，沪深300、上证50微跌。 盘面上，单抗概念、工程机械概念、免税概念、银行、非银金融、航空机场、基础建设、零售均收跌，但AI语料、Kimi概念、ERP概念、数据确权、 快手概念、计算机软件、计算机硬件均表现不错。 | | 东财概念指数 | | | 东财行业指数 | | | | | A股市场核心指数 | | | | --- | --- | ...

Key Takeaways ADBE is expanding its AI reach via partnerships with AWS, Google, OpenAI, Microsoft, and others. New Runaway deal makes ADBE the preferred API partner and unlocks GEN-4.5 models for Firefly users.ARR rose 11.5% to $25.2B in FY25; Premiere Mobile and Semrush deals aim to sustain growth in FY26. Adobe’s (ADBE) prospects are expected to benefit from an expanding partner base that includes the likes of Amazon Web Services (AWS), Microsoft Azure and Copilot, Google Gemini, HUMAIN, OpenAI and others ...

Core Insights - Adobe reported fourth-quarter fiscal 2025 non-GAAP earnings of $5.50 per share, exceeding the Zacks Consensus Estimate by 2.04% and reflecting a year-over-year increase of 14.3% [1][10] - Total revenues reached $6.194 billion, surpassing the consensus mark by 1.5% and showing a year-over-year growth of 10.5% [2][10] - Annualized recurring revenues (ARR) at the end of Q4 fiscal 2025 were $25.66 billion, indicating an 11.5% growth from the previous year [2] Revenue Breakdown - Subscription revenues accounted for $5.989 billion, representing 96.7% of total revenues and an 11.6% year-over-year increase [4] - Product revenues totaled $74 million, down 8.6% year over year, while services and other revenues were $131 million, down 18.1% year over year [4] - Digital Media segment revenues were $4.62 billion, up 11% year over year, with an ARR of $19.2 billion [5] - Digital Experience revenues increased to $1.52 billion, a 9% year-over-year rise, with subscription revenues of $1.41 billion growing 11% [6] Customer Metrics - Total customers with ARR exceeding $10 million grew by 25% year over year to over 150 [2] - Customer Group subscription revenues were $5.96 billion, reflecting a 12% year-over-year increase [7] Operating Performance - GAAP gross margin for Q4 was 90.4%, expanding by 10 basis points year over year [8] - Operating expenses rose to $2.78 billion, up 12.6% year over year, with the adjusted operating margin contracting to 45.6% [8] Financial Position - As of November 28, 2025, cash and short-term investments stood at $6.6 billion, up from $5.94 billion [9] - Long-term debt remained unchanged at $6.2 billion [9] Future Guidance - For Q1 fiscal 2026, Adobe expects total revenues between $6.25 billion and $6.30 billion [12] - Fiscal 2026 non-GAAP earnings are projected to be between $23.30 and $23.50 per share [14]

Industry Overview - The Zacks Computer Software industry is poised for solid growth as global businesses accelerate digital transformation efforts, with cloud migration and Software-as-a-Service (SaaS) models providing recurring revenue visibility for vendors [1][2] - The global software market is projected to grow at a CAGR of 11.3% from 2025 to 2030, reaching approximately $1,397.31 billion [2] - The industry is characterized by companies providing software applications related to AI, cloud computing, cybersecurity, and various enterprise solutions [4] Trends Influencing the Industry - Higher spending on AI and cloud computing is expected, with businesses adopting hybrid and multi-cloud environments for flexibility and scalability [5][6] - The demand for AI-powered software tools for automation, personalization, and predictive analytics is increasing, indicating a shift towards generative AI as a defining force in software evolution [6] - Cybersecurity software demand is rising due to the need for securing cloud platforms amid increasing cyberattacks [8] Economic Context - Global macroeconomic conditions and supply-chain dynamics present challenges, with inflation potentially affecting spending across small and medium-sized businesses [9] - Worldwide IT spending is projected to reach $6.08 trillion in 2026, reflecting a 9.8% increase from 2025 levels, with software and services spending expected to rise by 15.2% in 2026 [7] Industry Performance - The Zacks Computer Software industry has underperformed compared to the broader Zacks Computer and Technology sector and the S&P 500 Index over the past year, gaining only 3.3% compared to 16.3% and 26.9% respectively [12] - The industry is currently trading at a forward 12-month P/E ratio of 29.28X, higher than the S&P 500's 23.59X and the sector's 29.03X [15] Company Highlights - **Simulations Plus (SLP)**: Reported a 6% year-over-year revenue decline to $17.5 million in Q4 fiscal 2025, but full-year revenues grew 13% to $79.2 million. Management expects low single-digit revenue growth for fiscal 2026 [19][20][21] - **Synopsys (SNPS)**: Anticipates revenues between $7.03-$7.06 billion for fiscal 2025, up from previous estimates. The company is facing challenges in its Design IP business but benefits from demand for emulation and prototyping solutions [27][28] - **Descartes Systems Group Inc. (DSGX)**: Reported Q3 fiscal 2026 revenues of $187.7 million, an 11% year-over-year increase. The company recently acquired Finale, Inc. for $39.2 million to enhance its cloud-based solutions [29][30][32]

Key Takeaways ADBE expects Q4 revenues of $6.075-$6.125B and a non-GAAP EPS of $5.35-$5.40. AI demand is driving growth in Creative Cloud, Firefly and Adobe Experience Platform offerings. Integrated GenStudio topped $1B in ARR with 25% growth, boosting Adobe's marketing solutions momentum. Adobe (ADBE) is set to report fourth-quarter fiscal 2025 results on Dec. 10.For fourth-quarter fiscal 2025, Adobe projects total revenues between $6.075 billion and $6.125 billion. The company expects non-GAAP earnings be ...

Core Insights - Globant has achieved the highest distinction as a Salesforce Solution partner, recognized for its expertise in integration, data, and AI-driven transformation [1][2] - This recognition validates Globant's excellence in deploying Salesforce products, enhancing its industry standing among a select group of high-performing organizations [2] Company Achievements - Globant's achievement reflects a new frontier of value creation within the Salesforce ecosystem, emphasizing the integration of data and AI to drive business outcomes [3] - The company has a long-standing partnership with Salesforce, spanning over 20 years, which underscores its commitment to digital transformation and modernization [4] - Globant has recently launched AI Pods, a subscription model for AI-powered services, which will enhance its ability to integrate data and AI at scale [5] Certifications and Projects - Globant has achieved over 1,000 AI certifications in Salesforce, showcasing its dedication to leveraging advanced data and AI technologies [6] - The company has implemented over 5,100 Salesforce projects globally, maintaining a customer satisfaction score of 4.7 out of 5 [8] Global Presence and Partnerships - Globant operates 58 global Delivery Centers and employs over 29,000 individuals across more than 35 countries [10] - The company collaborates with major organizations like Google, Riot Games, and Santander, and has been recognized as a leader in experience design and AI services [10]

Core Insights - Unisys has been recognized as a global Leader in the 2025 Provider Lens report for Generative AI (GenAI) Services by Information Services Group (ISG) for the second consecutive year, highlighting its strategic excellence and innovative AI deployment [1][2] Group 1: Recognition and Strengths - The company earned recognition in two key quadrants: Strategy and Consulting for Mid-Size Providers, and Deployment and Development Services for Mid-Size Providers [1] - Unisys's approach to delivering GenAI solutions is noted for being responsible and impactful, with ongoing investments in scalable and adaptable AI technologies [2] - Key strengths include platform extensibility, semantic orchestration, and internal GenAI deployment maturity, positioning Unisys as a trusted partner for enterprise transformation [3] Group 2: Service Offerings and Technology - Unisys differentiates itself with its modular Service Experience Accelerator (SEA) technology, which supports structured ideation and execution of GenAI initiatives [7] - The SEA features a configurable GenAI stack with trust-bound deployment models, pre-integrated retrieval augmented generation (RAG), large language models (LLMs), and semantic controls for responsible GenAI adoption [7] - The company provides industry-specific knowledge assistants and AI playbooks, ensuring consistent and contextually relevant GenAI agent experiences globally [7] Group 3: Client Engagement and Automation - Unisys emphasizes outcome-linked client engagements, showcasing its deep consulting expertise and commitment to delivering measurable business outcomes [7] - The embedded knowledge curation engine within SEA automates lifecycle management, improving chatbot resolution rates and ensuring seamless service across human and digital support tiers [7]

Core Insights - Blackbaud has launched a groundbreaking fundraising connector for Claude for Nonprofits in partnership with Anthropic, aimed at enhancing how mission-driven organizations utilize AI to increase their impact [1][2] - The integration allows Blackbaud customers to access over 40 years of nonprofit performance data directly within their existing platforms, improving decision-making based on real donor behavior rather than generic data [1][2] - This initiative is part of a broader strategy to leverage AI technology across Blackbaud's solutions, including the introduction of virtual team members called Agents for Good, which will help organizations optimize their workflows and focus on mission-critical tasks [3][4] Company Strategy - The partnership with Anthropic aligns with Blackbaud's goal to expand its AI capabilities, providing users with more flexibility and actionable insights to enhance their fundraising efforts [2][3] - Blackbaud plans to further develop the Anthropic connector across its nonprofit, education, and corporate solutions, indicating a commitment to continuous innovation in the social impact sector [4] - The introduction of Agents for Good is expected to create new monetization opportunities and drive growth within the Blackbaud ecosystem, positioning the company for sustained success [3][4] Market Position - Blackbaud is recognized as a leader in AI for social impact, serving a wide range of sectors including nonprofits and education, with over $100 billion raised, granted, or managed through its platforms annually [4] - The company has received accolades for its commitment to social responsibility and remote work, enhancing its reputation in the industry [5]

Accessibility StatementSkip Navigation SEATTLE, Dec. 2, 2025 /PRNewswire/ -- Mynd.ai, Inc ("Mynd" or the Company) (NYSE American: MYND) through its subsidiary, Promethean, a leading global tech company, today announced the formalization of new distribution agreement with TD SYNNEX and the enhancement of its existing relationship with Midwich US. These strategic partnerships mark a significant advancement in Promethean's go-to-market (GTM) strategy in the United States. TD SYNNEX, a leading global distributo ...