"The beauty about our business is we don't have any hardware; we're not subject to the tariffs," he said.
Jeffries said CrowdStrike’s agent offering is a competitive advantage compared to Wiz’s agentless offering.
Annual recurring revenue grew 23% year over year to $4.24 billion, slower than the 27% growth in the third quarter.
RingCentral achieved GAAP operating profitability for the first time in 2024 but forward guidance dented sentiment toward the stock.
Raymond James’ Brian Peterson said he still believes RingCentral offers a positive risk-reward for investors, with an attractive free cash flow valuation.
The fourth quarter of 2024 has been volatile for the U.S. stock market. After a subdued October, November turned out to be the strongest month of the year, driven by the post-election rally following President-elect...
Mizuho Securities said it sees downside risks to RingCentral’s 2025 subscription revenue growth estimates.
Morgan Stanley analyst said agent-based user interfaces represent a key catalyst to unlock the $150 billion GenAI opportunity for enterprise software companies over the next three years.
DocuSign's third-quarter billings rose 9% to $752.3 million, faster than the 2% growth in the second quarter.
November turned out to be the strongest month for the U.S. stock market, driven by the post-election rally seen on the back of President-elect Donald Trump’s victory. The rally was broad-based across...