Application programming interfaces (APIs) are the connective tissue of the modern enterprise, driving innovation and ...

Q1 2025 Management View CEO Ryan Hicke highlighted significant achievements in Q1 2025, including a record $47 million in net sales events, with $37 million being recurring revenue. He attributed this ...

Pegasystems has long been considered a leader in BPM and a smaller player in CRM. Management sizes the market at $60 billion-$70 billion, which includes both CRM and BPM. We note that the Pega ...

Rogers’ leverage has remained elevated in recent years due to its network upgrade and the Shaw acquisition in 2023. Even though its balance sheet is a bit stretched currently, we think the firm's cash ...

With heightened regulatory scrutiny and increasing stakeholder expectations, organizations must shift toward comprehensive ...

In today's competitive landscape, the ability to deliver compelling and personalized digital experiences isn't just a ...

White Falcon Capital's Q1 2025 letter discusses their take on tariffs, provides a portfolio update, and presents an ...