STAMFORD, Conn.--(BUSINESS WIRE)---- $III #AI--Analytics software is being transformed into an AI-powered asset that is essential to business strategies in all industries, ISG says. ...

CEO of Palantir Technologies Alex Karp attends the Pennsylvania Energy and Innovation Summit on the campus of Carnegie Mellon University in Pittsburgh, Pennsylvania on July 15, 2025.Palantir expanded its lawsuit against two former employees on Thursday to include the CEO of their new artificial intelligence startup, Percepta AI. In the suit, Palantir alleged that Percepta CEO and co-founder Hirsh Jain, co-founder Radha Jain, and a third employee, Joanna Cohen, violated their non-solicitation agreements, hir ...

Core Insights - Artificial intelligence (AI) is increasingly integrated into enterprise software, with companies deploying large language models (LLMs) to enhance capabilities and automate tasks [2] - Palantir Technologies has gained significant attention as the largest pure-play software company by market capitalization, valued at $400 billion [3] - Salesforce, while not the largest by market cap, leads in revenue and earnings, generating 10 times the revenue of Palantir over the last 12 months [4] Company Overview - Salesforce is a pioneer in software-as-a-service (SaaS) and dominates the customer relationship management (CRM) space, offering a wide range of products including marketing, commerce, and analytics [5] - The company has consistently grown its revenue since going public in 2003, with a reported revenue of $39.5 billion over the last four quarters [6] - Salesforce's operating margin reached a record 21% in the last 12 months, supported by a gross profit margin of 70%, indicating potential for further margin expansion [7] Growth Potential - Salesforce's revenue is significantly higher than Palantir's, and its AI tools are expected to drive continued growth [8] - The company is positioned to potentially reach a market capitalization of $1 trillion within the next decade, reflecting its strong earnings potential [8]

BOZEMAN, Mont.--(BUSINESS WIRE)--FICO (NYSE:FICO), a global analytics software leader, today announced results for its fourth fiscal quarter ended September 30, 2025. Fourth Quarter Fiscal 2025 GAAP Results Net income for the quarter totaled $155.0 million, or $6.42 per share, versus $135.7 million, or $5.44 per share, in the prior year period. Fourth quarter results included a pre-tax charge of $10.9 million for restructuring, or $0.34 per share after tax. Net cash provided by operating activi. ...

Core Insights - The U.S. holiday shopping season is projected to generate $253.4 billion in online sales, reflecting a 5.3% increase year-over-year [1] Group 1: Sales Predictions - Cyber Monday is expected to be the largest shopping day, with sales reaching $14.2 billion, up 6.3% year-over-year [3] - Black Friday sales are forecasted to grow by 8.3% year-over-year, totaling $11.7 billion [3] - Online spending on Thanksgiving Day is anticipated to be $6.4 billion, marking a 4.9% increase year-over-year [3] Group 2: Consumer Behavior Trends - Discounts are expected to drive sales, with products anticipated to be 28% off listed prices [4] - The use of mobile devices for shopping is projected to reach a record 56.1% share of online transactions, up from 54.5% last year [7] - Generative AI-powered shopping is predicted to see a 520% increase in traffic year-over-year, peaking in the 10 days leading up to Thanksgiving [5] Group 3: AI and Technology Impact - A survey indicates that 53% of consumers may use AI services for research before purchases, with 40% using AI for recommendations [6] - AI is expected to be most utilized in categories such as toys, electronics, jewelry, and personal care [6] Group 4: Payment Methods - Buy now, pay later (BNPL) services are projected to drive $20.2 billion in online spending, an 11% increase year-over-year [10] - Cyber Monday is expected to see BNPL spending reach $1.04 billion, up 5% year-over-year [10] Group 5: Advertising Influence - Social media advertising is anticipated to drive a 51% increase in online revenue year-over-year, a significant rise from 5% growth in 2024 [11] Group 6: Top Spending Categories - The leading categories for spending include electronics at $57.5 billion (up 4% YoY), apparel at $47.6 billion (up 4.4% YoY), and furniture at $31.1 billion (up 6.5% YoY) [12]

Core Viewpoint - Blackbaud reported strong financial performance for Q2 2025, with non-GAAP earnings per share of $1.21, exceeding analysts' expectations of $1.06, and a 6.8% organic revenue growth, leading to an increase in full-year guidance for 2025 [1][10]. Financial Performance - Non-GAAP earnings per share increased by 12.0% from $1.08 in Q2 2024 to $1.21 in Q2 2025 [2][5]. - Non-GAAP revenue reached $281.4 million, surpassing the forecast of $276.5 million, while reported GAAP revenue declined by 2.1% year-over-year to $281.4 million due to the sale of EVERFI [1][2]. - Non-GAAP organic revenue grew by 6.8%, driven by strong recurring revenue streams, with recurring revenue accounting for 98% of total sales at $275.6 million [5][6]. Profitability Metrics - GAAP operating margin improved by 5.4 percentage points year-over-year to 20.1%, attributed to cost management and headcount reductions [2][6]. - Non-GAAP adjusted EBITDA was $108.5 million, reflecting a year-over-year increase of $5.9 million [2][6]. - Adjusted free cash flow rose significantly by 45.9% year-over-year to $53.1 million [9]. Strategic Focus Areas - Blackbaud is concentrating on enhancing its leadership in social impact software, driving product innovation particularly in AI, and optimizing revenue streams [4][11]. - The company is rolling out advanced AI features, including a "Copilot" AI agent for tailored fundraising recommendations, and evaluating future business models for AI capabilities [7][11]. - A strategic integration of fundraising software with Constant Contact has been completed, and international platforms like JustGiving and YourCause have performed well [8]. Future Guidance - Management raised its full-year 2025 guidance, now expecting GAAP revenue between $1.120 billion and $1.130 billion, with non-GAAP adjusted EBITDA margin projected at 35.4% to 36.2% [10]. - Non-GAAP earnings per share are forecasted to be between $4.30 and $4.50, with adjusted free cash flow projected in the range of $190 million to $200 million [10].