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Software
Amdocs’ underlying growth continues to remain modest despite stable execution, highlighting increasing dependence on acquisitions rather than its core business.
Sony’s leading position relies on unique analog design, pixel layering, and stacking technologies built over many years that rivals cannot easily replicate.
Rigetti Computing Inc Q1FY26 – Rigetti continues to make meaningful progress on its technology roadmap, highlighted by the la unch of the 108 qubit Cepheus 1 system.
Datadog is emerging as a key beneficiary of enterprise AI adoption, not because it develops AI models, but because it provides the observability infrastructure needed to monitor and manage them.
Ford Motor Company Q1FY26 – Ford Pro continues its transformation into an annuity-style earnings compounder. Paid software subscriptions grew 30% YoY to 879K in Q1FY26
Palantir Technologies, Inc. (Q1FY26)- Palantir is benefiting from a structural shift in enterprise AI adoption. Management highlighted that GPT 4 equivalent inference costs have fallen roughly 1,000x over the last three years.
Atlassian Corporation (Q3FY26)- Atlassian is emerging as one of the strongest beneficiaries of enterprise AI adoption.
Microsoft Corporation (Q3FY26)Â – Azure continues to be Microsoft’s most important growth engine, delivering 40% YoY growth in FY26Q3 despite operating at a scale of nearly $35bn in quarterly revenue.
Cognizant Technologies (Q1FY26) says Cognizant reported a strong 21% YoY increase in Q1 bookings, with TTM bookings reaching $29.6bn and a healthy 1.4x book to bill ratio.
Fair Isaac Corporation (Q1FY26) report states FICO’s Scores business remains one of the strongest pricing assets in software and financial infrastructure. Scores revenue grew 60% YoY to $475mn in Q2 FY26, driven by 72% growth in B2B revenue.
ServiceNow Inc Q1FY26 report shows the company continues to position itself as one of the strongest enterprise AI platforms. Management raised its 2026 AI revenue target from $1bn to $1.5bn.
Akamai is seeing strong momentum in AI infrastructure and edge computing, highlighted by a landmark seven year $1.8bn contract with a leading frontier AI model company and a previously announced $200mn AI related cloud deal.