Every acquisition, funding round and product launch that matters, in one five-minute email.
Palantir reported second-quarter revenue of $1.94B, up 93% from a year earlier, with US commercial revenue up 149% to $764M. It raised its full-year revenue forecast.
Visa agreed to acquire BioCatch, which sells behavioral fraud-intelligence software to banks, for $2.4B in cash. The deal adds fraud-prevention software to Visa's portfolio.
Avaya has appointed Jeff Clarke, previously CEO of insurance software firm Insurity, as chief executive. Patrick Dennis, who led the contact center software vendor for under two years, moves to executive chair.
Tyler Technologies has acquired CODY Systems, a Pottstown, Pennsylvania company whose cloud records management and data-sharing software serves more than 300 public safety clients in 10 states. The deal adds to Tyler's public safety business.
Check Point Software reported Q2 2026 revenue of $674M, up 1%. Security subscription revenue grew 12% to $333M.
Okta agreed to acquire Permiso Security, whose platform detects threats across human, machine and AI agent identities in multi-cloud setups. Okta will fold it into its platform as identity threat detection and response.
Amazon Web Services posted $42.2B in Q2 2026 segment sales, up 37% from a year earlier, as Amazon's total net sales passed $200B. AWS is the largest cloud infrastructure vendor.
Nonprofit software provider Blackbaud reported Q2 revenue of $290.6M. It reaffirmed 2026 guidance and expects to finish in the upper half of its ranges.
Exposure management vendor Tenable reported Q2 revenue of $268.5M, up 8.6%, and raised its 2026 outlook to $1.075B–$1.081B in revenue.
Healthcare payments software provider Waystar reported Q2 revenue of $319.7M, up 18%, with subscription revenue up 34% to $176.3M. It raised its 2026 revenue guidance to $1.276B–$1.294B.
PTC reported fiscal Q3 ARR, excluding divested businesses, of $2,412M, up 7%. It raised its full-year constant-currency ARR growth outlook to 9%–9.5%.
Public-sector software vendor Tyler Technologies reported Q2 revenue of $645.1M. SaaS revenue rose 21.7% to $230.6M.