I initiate coverage on ServiceNow, Inc. ( NOW) after a sharp 30% drawdown in 2025. I am neutral on this stock because ...
Enterprise software stocks across the board are experiencing weakness to start the New Year's first day of market action, ...
Enterprise AI adoption, national strategy and large-scale digital transformation programmes are set to reshape the UAE labour ...
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The end of organic scaling as legacy SaaS companies lag the AI-native insurgents
Organic growth is longer enough to scale up revenue in SaaS companies. Instead, they have to import revenue at a premium, as seen in a slate of ...
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