Adobe shares fell in Tuesday trading after Apple introduced a lower-priced creative software subscription called Creator ...

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C3.ai's subscription revenue growth disappointed investors. The move to a consumption model is creating less visibility in its business model. While the stock is no longer pricey, there are still some ...

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We rate Fortinet a Strong Buy with a $148 price target, driven by a subscription-led mix shift and unified platform momentum. Accelerating SASE and AI-powered SecOps adoption, plus a dominant firewall ...

Positive long-term growth outlook for ZUO due to increasing adoption of the subscription model in businesses. Evidence of demand traction with sustained dollar-based net revenue retention rate above ...

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