As the closing bell rang on February 25, 2026, all eyes in the financial world turned to the headquarters of Salesforce (NYSE: CRM). The cloud giant’s Fourth Quarter 2026 earnings report, released today, arrives at a moment of existential crisis for the software industry. Following a brutal start to
As the sun sets on February 25, 2026, the global financial community has fixed its collective gaze on a single data point: the fourth-quarter earnings report from Nvidia (NASDAQ:NVDA). Scheduled for release after the closing bell today, the report arrives at a precarious juncture for the technology sector. With
The enterprise cloud sector faced a reckoning on February 25, 2026, as Workday, Inc. (NASDAQ: WDAY) saw its shares crater by 10%, hitting a 52-week low of approximately $117.00. The sell-off followed the company’s fiscal 2026 fourth-quarter earnings report, which, despite beating top and bottom-line estimates, provided a
Enterprise software company Workday (NASDAQ:WDAY) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 14.5% year on year to $2.53 billion. Its non-GAAP profit of $2.47 per share was 6.4% above analysts’ consensus estimates.
Workday Inc. reported revenues of $2.53 billion, an increase of 14.5% from the same period last year, and marginally above Wall Street estimates of $2.52 billion, as per data from Fiscal.ai.
SAN FRANCISCO — February 24, 2026 — The software sector is reeling from a historic collapse as a "Black February" sell-off has officially wiped out more than $1 trillion in market capitalization from the industry in 2026 alone. What began as a simmering anxiety over AI displacement has boiled over into a
The long-feared structural repricing of the American software industry has reached a fever pitch this February, as a massive sell-off in US software stocks—popularly dubbed 'Software-mageddon'—wiped out over $1 trillion in market value from the S&P 500 Software and Services index. What began as a series of
The B2B software sector, long the darling of Wall Street for its predictable, recurring revenue, has entered a period of existential volatility. In a staggering opening to the year, the broader software universe plummeted by more than 10% in January 2026, marking one of the most violent rotations in the
On this Tuesday, February 24, 2026, the tech world’s attention is firmly fixed on Pleasanton, California. Workday, Inc. (NASDAQ: WDAY), the long-time king of cloud-based human resources and financial management software, is set to report its fourth-quarter and full-year fiscal 2026 earnings after the closing bell. For investors, this isn’t just another quarterly check-in; it [...]
In a move that has sent shockwaves through the enterprise technology sector, Jefferies analyst Brent Thill issued a sweeping research report on February 23, 2026, marking a definitive "reset" for the software industry. The report specifically targeted two erstwhile darlings of the cloud era, Workday (NASDAQ: WDAY) and DocuSign (NASDAQ:
The enterprise software sector, long the crown jewel of Wall Street’s growth portfolio, is currently grappling with a fundamental identity crisis that has wiped out nearly $1 trillion in market value since the start of the year. Investors have rapidly soured on the traditional "Software-as-a-Service" (SaaS) model, fearing that
The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market.
But not every stock in the index is a winner - some are struggling with slowing growth, increasing competition, or unsustainable valuations.
As of February 18, 2026, the Human Capital Management (HCM) software sector is grappling with a profound "Productivity Paradox." For decades, the industry flourished under the Per-Employee-Per-Month (PEPM) revenue model, where growth was inextricably linked to rising corporate headcounts. However, the rapid integration of Generative AI and autonomous agents is
The long-predicted "structural disruption" of the software industry has arrived with a vengeance in early 2026, as a new generation of autonomous AI tools begins to dismantle the foundations of the Software-as-a-Service (SaaS) business model. The catalyst for this market upheaval is the widespread adoption of "agentic AI," led by
