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Infosys revised its fiscal 2027 revenue growth guidance to 1%–2% in constant currency after second-quarter revenue of $5.145B rose 1.5% in constant currency. It kept its 20%–22% operating margin outlook.
The Swedish industrial software and sensor group's EBITAC margin widened to 25.3% from 24.4%, and adjusted EPS rose to 8.2 euro cents from 6.9. Reported net profit was boosted by a fair value gain on equity investments.
Adjusted organic growth was 5.2% and adjusted diluted EPS rose 14.8% to $1.78. The financial software provider guides full-year adjusted revenue of $6.736B–$6.776B.
Sapphire Ventures led the round, with M&G's Catalyst co-leading. Tractian sells AI-driven condition monitoring and maintenance software to industrial operators.
The property management software maker's non-GAAP diluted EPS rose to $1.82 from $1.31. It raised 2026 revenue guidance to $1.122B–$1.127B.
Subscription revenue grew 6% to $653M. RingCentral raised 2026 revenue guidance to $2.650B–$2.657B; GAAP EPS of $6.50 was lifted by a one-time tax valuation allowance release.
The service runs agents in hardware-isolated microVMs with persistent storage; a customer preview is due in the coming months. Google also open-sourced Agent Substrate for GKE and added cost controls to Agent Gateway.
The format for packaging instructions, scripts and examples that agents load on demand joins MCP at the foundation. OpenAI's Open Responses, Hugging Face's OpenEnv and Alibaba's OpenSandbox were added the same day, bringing the foundation to 10 projects.
Red Dot Capital Partners led the Series A, on top of a $6M seed co-led by Dell Technologies Capital and Emerge. The Israeli startup's AI agents work across the security products a company already runs to handle investigation and response, without first copying their data into a SIEM.
Verisign Q3 revenue rose 5.7% to $443M; .com and .net registrations reached 182.5M.
OpenAI made its Decisions API generally available. The API returns fast structured classifications and judgments instead of full model responses, and OpenAI says latency dropped to about 100–180 milliseconds.
Organic growth was 7% and adjusted diluted EPS rose 15% to $5.89. The vertical software company raised its 2026 adjusted EPS guidance to $22.35–$22.40 from $22.15–$22.30 and spent $436M on three bolt-on acquisitions in the quarter.