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Software
Sony’s improved operating margins and service mix drive robust operating cash flow (management raised OCF guidance
to about ¥1.27 trillion), providing the firepower to invest in R&D, sensor fabs and content while keeping the balance sheet healthy.
FICO delivered outstanding results in its Q3FY25, underscoring strong business momentum.
Check Point advanced its platform strategy through acquisitions such as Veriti, strengthening the “open-garden”
Infinity architecture
Atlassian’s deliberate shift toward large enterprises is unlocking powerful growth dynamics.
Trust-Based Solutions, anchored by LifeLock, saw growth in the quarter, supported by new data exposure tools, expanded financial monitoring, and modular system upgrades to improve responsiveness.
HubSpot’s core competitive advantage lies in its unified customer platform, now re-architected as an AI-powered Smart CRM with embedded agents across marketing, sales, service, content, and commerce.
Azure has solidified its role as Microsoft’s primary growth engine, with Azure and other cloud services revenue accelerating to a 39% year-over-year increase in the June quarter.
Amdocs has delivered solid financial results marked by improving profitability and strong cash generation.
SAP’s aggressive shift from traditional license sales to cloud subscriptions is delivering shows growth in high-quality revenue.
Cadence’s top-line momentum has been noteworthy, underscoring resilient demand across its product portfolio.
Workday continues to deliver robust top-line growth driven by strong demand for its cloud-based HR and finance solutions across industries
Accenture’s top line growth is broad-based across industries, services, and geographies.