A group of high-profile private credit firms are lending €1.1 billion ($1.3 billion) to French business software firm Cegid, ...
A top-performing asset manager is warning that few software firms will survive the rapid growth of artificial intelligence – which could potentially automate most of their services. Nick Evans, a ...
Apollo co-president John Zito warns private equity software valuations are misstated, with public comparables down 35% since ...
Software sidesteps shortages: Datadog and CrowdStrike benefit from being insulated from the helium supply crisis affecting chipmakers, fueling strong earnings and growth outlooks. Automation tools ...
Gene Munster, managing partner at Deepwater Asset Management, believes companies facing AI disruption must aggressively respond or risk losing their market positions. The market has seen meaningful ...
Orlando Bravo, co-founder of Thoma Bravo, said some of the software companies being disrupted by AI are facing "very warranted" decreases in their valuations. Bravo said many of the names hit by AI ...
(Bloomberg) -- Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential bargain hunters: most shares are still toxic and few firms will ...
European private equity firm Perwyn is in the process of finalizing a deal to buy a minority stake in French software firm SoftNext, according to people with knowledge of the matter. SoftNext, which ...
Firms don't lack discipline in general. They apply discipline every day to clients, to finances and to technology decisions, ...
Bill McColl has 25+ years of experience as a senior producer and writer for TV, radio, and digital media leading teams of anchors, reporters, and editors in creating news broadcasts, covering some of ...
Software Circle buys companies that do boring but necessary things. It is well placed to thrive, says Jamie Ward ...