Software model transitions from perpetual license to subscriptions are not new to investors, so we think the path should generally not surprise too much over the next couple years. We also think the ...
Autodesk, Inc. (NASDAQ:ADSK), a leading provider of design and engineering software with a market capitalization of $66.62 billion, is navigating a transformative period marked by technological ...
F5 is a financially sound firm, in our opinion. The company has a strong balance sheet, has solidly generated strong free cash flow, and possesses a war chest of cash. As of the end of fiscal 2024, F5 ...