Marvel, Microsoft and HubSpot announce major changes to their subscription models, prompting questions about retention and revenue stability.
Anthropic's S‑1 reveals 900% net revenue retention, $16.3B half‑year revenue and a cross‑product ecosystem aimed at locking in enterprise AI spend.
SAP reports $7.5B cloud revenue in Q3, up 26% YoY, with AI fueling growth across its owned Cloud ERP Suite and partner extensions.
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