Everything tagged "software application" across research, earnings, and macro.
3 articles
Guidewire is executing a profitable cloud transition as recurring revenue, ARR, and margins all move higher. The stock looks constructive for medium-term investors, but valuation still demands discipline.
Sprinklr is a slower-growth software name, but stronger profitability, robust free cash flow, and a cash-rich balance sheet make it a selective Buy. The key debate is whether improving renewals and AI traction can offset soft customer trends and margin pressure.
Sprinklr, Inc. (CXM) slips 2.6% after reporting earnings beats, as investors weigh the latest results against broader concerns about growth and future guidance.
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