Every acquisition, funding round and product launch that matters, in one five-minute email.
Collective, which runs bookkeeping, payroll and taxes for one-person businesses, raised $100M: a $40M Series B and $60M from General Catalyst's Customer Value Fund.
CCC Intelligent Solutions grew third-quarter revenue 10.1% to $294.1M and suspended guidance ahead of its pending $6.1B sale to a GTCR-led group.
Bites, which sends short training videos to frontline workers over messaging apps, raised a $40M Series A led by PeakSpan Capital, bringing total funding to $55M.
74Software's third-quarter revenue rose 6.5% to €183.9M (5.8% organic) as customer-managed subscription revenue grew 33.4%. It kept its 4% to 6% organic growth target for 2026.
Dropbox is eliminating roughly 200 roles, about 9% of its workforce, and expects $27M–$33M in cash costs, mostly in the fourth quarter. CTO Ali Dasdan leaves Nov 18.
Tenable's third-quarter revenue grew 9.5% to $276.4M, and the exposure-management vendor now expects 2026 revenue of $1.084B–$1.087B.
Microsoft's fiscal Q1 revenue rose 19% to $92.3B, with Microsoft Cloud at $63.9B and Azure up 48%.
Oracle set a fiscal 2030 target of more than $225B in revenue and said it would cap additional capital raises through then at $20B.
Google Cloud revenue rose 103% to $30.71B in Q3, with a 36.2% operating margin, as Alphabet's capex reached $51.4B for the quarter.
ServiceNow's Q3 subscription revenue rose 21% to $3,988M, and it raised its 2026 AI contract value target to $1.7B, but shares fell after hours.
Fortinet's Q3 revenue rose 20% to $2,078.4M and billings grew 29%, but gross margin narrowed and shares dropped after hours.
Fragment launched with $56M, including an 8VC-led Series A, for AI agents that resolve procurement and payment exceptions.