Software U.S. Community

ServiceNow looks like it’s getting a new burst of demand as companies lean harder on its tools to run day-to-day work and put AI to practical use. The business also pushes deeper into tightly regulated customers and new security areas, but the big question is whether today’s excitement can keep turning into lasting sales growth.Read more

Many investors worry that new AI tools will make Adobe less important, but the view here is that its software is still deeply embedded in how creatives and marketers work. The case is that the fear is running ahead of reality, while Adobe’s cash-generating engine and “industry standard” status give it time to adapt.Read more

Horizon Quantum aims to become the go-to software layer that helps businesses use many different kinds of quantum computers without having to bet on a single machine. The upside comes if quantum moves from lab work to real-world business use, but the company is early-stage and still burning cash, so the path could be bumpy.Read more

A little-known safety layer called QNX sits behind many of the “smart” systems going into cars and industrial machines, and it may be the missing piece that makes real-world automation safe enough to scale. Big chipmakers are teaming up with it, but the key question is whether that tech edge turns into real sales.Read more

Oracle’s push to build more AI-ready cloud capacity is starting to squeeze the very cash engine that made it so dependable for years. The upside hinges on whether customers keep filling those new data centers fast enough to justify the spending—and whether a few big clients end up holding too much power over Oracle’s growth.Read more

Okta now reaches profitability, but the bigger question is whether its CEO can turn that milestone into steady, lasting profit as customer loyalty slips. The story hinges on new pricing, added services, and even a possible tie-up with CrowdStrike to unlock the next phase.Read more

Snowflake is trying to turn its data platform into an easy on-ramp for business use of AI by bringing Anthropic’s Claude models directly into where companies already store their data. The big question is whether this new push can keep Snowflake ahead as Databricks ramps up competition in cloud data warehousing.Read more

EPAM’s boom in tech spending is fading, and customers are pushing back on what they’re willing to pay. At the same time, turmoil in its traditional talent hubs and a lack of its own AI infrastructure could leave it looking more like a replaceable staffing partner than a premium tech leader.Read more

A new push from Washington to speed up approvals for big data-centre builds could land right in IREN’s lap, since it’s already lining up large sites in Texas powered by renewable energy. The big question is whether it can execute fast enough to justify today’s high expectations as it shifts from bitcoin mining toward selling computing power for AI.Read more