Technology - Software

Veeva Systems (VEEV) – Q4 FY1/2026 Earnings Review

VEEV Q4 Beat Caps a Strong Fiscal Year; AI Agent Rollout Begins

BREAKING! Valley Dinosaur In Lazarus Shocker (NO PAYWALL)

Ignore Narrative And Look At The Numbers, Episode 607

Initiating Coverage Of Amplitude, $AMPL

Do Androids Get More Cynical As They Age?

The End Of Software - Not. MongoDB Q4 FY1/26 Earnings Review.

Whisper It, Great Quarter

DataDog (DDOG) Q4 FY12/26 Earnings Review

The Ddog Days Of Software

Dynatrace ($DT) Q3 FY4/26 Earnings Review

Checking For A Pulse

Veeva Systems (VEEV) – Q3 FY1/2026 Earnings Review

Solid execution, but watch-out for CRM competitive dynamics