Adobe Q1 FY2026: Record Results, Quiet Confidence, and a Leadership Era Ends
Adobe reported record first-quarter results for fiscal year 2026 on 12 March 2026, delivering revenue of $6.40 billion — beating Wall Street estimates of $6.28…
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Independent Analysis: AI, SaaS, and Revenue Growth Strategy
Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
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Coupa Just Raised the Bar on AI Procurement. Here Is What That Actually Means.
Coupa Q4 FY26: Autonomous Spend Management and the AI Data Advantage Twenty years ago, procurement was a cost centre with a purchase order problem. Coupa was f…
Canva's Magic Layers: AI Generated a New Bottleneck. Canva Is Trying to Remove It.
Magic Layers converts flat AI-generated images into fully editable designs inside the Canva editor. Image: Canva Artificial intelligence promised to make visual…
Why Google Spent $32 Billion To Stay Out of Cloud Wars
Source note: This analysis is based on Assaf Rappaport's official announcement on the Wiz blog, 11 March 2026. Analysis and interpretation are noted separa…
Comviva's NGAGE for Enterprises: CPaaS Convergence at Enterprise Connect 2026
Comviva's NGAGE for Enterprises: CPaaS Convergence at Enterprise Connect 2026 March 11, 2026 | Shashi Bellamkonda I saw Kadambini Rana's LinkedIn post fr…
Verint's First Post-Merger Move: AI Bots, Now, Not Later
Three months after completing its merger with Calabrio, Verint has made its first significant product integration announcement — and the speed of it is worth n…
NVIDIA’s 5-Layer Cake: The Prophecy of Industrialized Intelligence
Infrastructure, Not Models, as the Competitive Moat Jensen Huang has built NVIDIA into one of the world's most valuable companies by thinking in systems ra…