Third-party developers currently pay Elon Musk's X as much as millions of dollars per year to in order to access the platform's API. However, it appears that Musk and company now want a cut of those ...

As previously reported, William Blair analyst Tim Mulrooney initiated coverage of APi Group (APG) with an Outperform rating. The company’s inspection work is mostly covered by statutory or insurance ...

Confluent’s shift to a consumption model will drive growth, in my opinion, by attracting new customers, improving satisfaction, and encouraging customers to increase their usage. Confluent’s new Flink ...

Anthropic released an upgraded version of its flagship artificial intelligence model Monday, achieving new performance heights in software engineering tasks as the AI startup races to maintain its ...

Recurring revenue models have significantly grown in popularity in recent years. With tech companies like Apple, Adobe and Microsoft adding or switching to subscription-based services, other ...

I maintain a strong sell on Snowflake due to sharply decelerating growth, declining net revenue retention, and heavy stock-based compensation dilution. Snowflake's consumption-based revenue model is ...