Insights
Latest IR news and announcements across all tracked public SaaS companies.
N-able, Inc. announced its fourth quarter and full-year 2025 results, showcasing revenue growth and a positive outlook for 2026, driven by AI innovations and strong financial performance despite a GAAP net loss.
Blend Labs, Inc. and Covered are conducting a webinar on February 26, 2026, to educate lenders on addressing rising insurance premiums and improving productivity through better insurance solutions for borrowers, enhancing financial institutions' margins and closings.
Dropbox's fourth quarter results show a slight revenue decline of 1.1% year-over-year, with a GAAP operating margin of 25.5%. The company maintains strong cash flow and plans to focus on product engagement in 2026.
PagerDuty, Inc. will announce its financial results for Q4 and the full fiscal year 2026 on March 12, 2026, followed by a live video call for analysts and investors.
Zscaler, Inc. announced its management team's participation in several investor conferences in March and April 2026, highlighting its ongoing commitment to engage with investors and showcase its leadership in cloud security.
Tenable's 2026 Cloud and AI Security Risk Report highlights critical vulnerabilities in third-party code and cloud credentials, indicating a significant AI exposure gap that organizations need to address urgently to mitigate emerging cyber risks.
Paycom Software, Inc. has promoted Shane Hadlock to president, effective immediately. He will oversee strategic operations and full-solution automation, leveraging his extensive experience to drive growth and enhance client value.
Palo Alto Networks has announced an offer to purchase CyberArk Software's 0.00% Convertible Senior Notes due 2030, following the completion of their acquisition. Holders can require repurchase or convert their notes until March 20, 2026.
A Guidewire survey shows that nearly 78% of London Market brokers prioritize insurer technology when placing business, indicating a shift towards digitally advanced insurers amid a softening market and concerns over outdated technology.
Guidewire Software, Inc. will release its financial results for Q2 FY 2026 on March 5, 2026, followed by a management audio webcast to discuss the results, accessible to the public via their Investor Relations website.
DigitalOcean has launched new GPU Droplets powered by AMD Instinct™ MI350X GPUs, enhancing its Agentic Inference Cloud for AI workloads. This collaboration aims to provide lower latency and higher throughput for complex inference tasks, benefiting companies like ACE Studio.
Appian's Q4 2025 cloud subscriptions revenue rose 18% year-over-year to $117 million, while total revenue reached $202.9 million, up 22%. The company anticipates continued growth in 2026 with projected revenue increases.
Alarm.com Holdings, Inc. reported significant increases in revenue and net income for both Q4 and full year 2025, with SaaS and license revenue reaching $180.2 million and $689.4 million respectively, alongside a positive financial outlook for 2026.
Sprout Social has been recognized by G2's Best Software Awards for the tenth consecutive year, ranking highly across six categories due to its advancements in social intelligence and AI-driven analytics.
GitLab's CEO Bill Staples and CFO Jessica Ross will present at the Morgan Stanley Technology, Media & Telecom Conference on March 5, 2026, discussing the company's role in DevSecOps and its impact on software development.
Weave Communications introduces its Insurance Eligibility solution, leveraging RPA technology to enhance dental verification rates to 90%, improving reimbursement accuracy and freeing staff from administrative tasks to focus on patient care.
F5 and Scality have announced an expanded partnership to integrate their technologies, enhancing secure data infrastructure for AI workloads across hybrid-cloud environments, facilitating faster access and improved performance for enterprises managing large volumes of data.
Backblaze has introduced the Flamethrower program, aimed at assisting early-stage startups with predictable cloud storage, credits, and expert support, enabling them to build and scale without infrastructure complexities.
Q2 Holdings has been named Market Leader in the U.S. Retail Digital Banking Solutions by Datos Insights, highlighting its enterprise scale, client impact, and vendor stability, with a notable client base of 446 financial institutions.
Clearwater Analytics Holdings, Inc. announced its Q4 2025 financial results, showcasing a 72% revenue increase year-over-year to $217.5 million, alongside a significant rise in annualized recurring revenue and adjusted EBITDA, despite a net loss.