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Google Cloud introduced pay-as-you-go billing for Gemini Enterprise with no base fee, Flexible Savings Plans that cut token costs 10% for one year or 20% for three, and per-project spend caps that pause agents.
SentinelOne's fiscal Q2 2027 revenue rose 21% to $292M and ARR grew 22% to $1.218B. It raised its full-year outlook to revenue of $1.202B-$1.207B.
Elastic's fiscal Q1 2027 revenue rose 15% to $478M and current remaining performance obligations grew 21% to $1.153B. It set full-year revenue guidance at $1.998B-$2.010B.
Autodesk's fiscal Q2 2027 revenue rose 16% to $2.046B and billings grew 10% to $1.854B. It now expects full-year revenue of $8.295B-$8.345B, including MaintainX.
Workday's fiscal Q2 2027 revenue rose 12.8% to $2.649B and subscription revenue grew 13.9% to $2.471B. It kept full-year subscription guidance at $9.940B-$9.950B and raised its margin target to 31.0%.
Identity verification vendor Socure raised $156M led by Summit Partners at a $5.2B valuation and separately acquired Fravity, whose AI agents automate fraud and compliance case reviews.
Salesforce and Anthropic announced Claudeforce, starting with a Salesforce in Claude plugin that has 37 prebuilt sales skills, and made Claude the default model in Slack and a reasoning option across Agentforce.
SolarWinds says Sudhakar Ramakrishna will end his tenure as CEO on Sep 30, with chief product officer Cullen Childress serving as interim CEO. The company also named former WP Engine finance chief Samuel Monti CFO.
Emerald AI, whose Emerald Conductor software shifts AI computing loads and on-site energy to cut data center power draw during grid stress, raised a $150M Series A at a $1.05B valuation.
Veeva Systems' fiscal Q2 2027 revenue rose 18% to $928.0M and subscription revenue grew 16% to $766.8M. It raised full-year revenue guidance to $3.682B-$3.687B.
Okta's fiscal Q2 2027 revenue rose 11% to $805M and remaining performance obligations climbed 17% to $4.858B. Full-year revenue guidance is now $3.216B-$3.226B.
Synopsys' fiscal Q3 2026 revenue was $2.477B, up from $1.740B a year earlier with Ansys now included. It raised its full-year range to $9.69B-$9.74B.