Fidelity National Information Services (NYSE:FIS), a leading provider of technology solutions for financial institutions, has been navigating a complex market environment as it seeks to capitalize on ...

Discover key insights from Clarivate's Q4 2024 earnings call, including its pivot to a subscription model, revenue projections, and strategic plans ...

Tech start-ups typically raised huge sums to hire armies of workers and grow fast. Now artificial intelligence tools are ...

We came across a bullish thesis on Moody’s Corporation (MCO) on Substack by Business Model Mastery. In this article, we will summarize the bulls’ thesis on MCO.

S&P has been able to leverage its moat to obtain solid pricing power, typically around 3%-4% per year. In 2025, S&P's rack rate for corporate finance ratings was 8.1 basis points, compared with 6.25 ...

Trust is the foundation of any successful partner ecosystem. Transparent KPIs, frequent communication and recognition ...

Cursor has no marketing and a team of fewer than 20 people. Cursor is a Software as a Service (SaaS) for an AI code editor.

This conservative yet effective approach has made Buffett one of history's most successful investors. This selection process ...

Full year operating cash flow, when adjusted for onetime transaction and separation costs, was $342 million. This represents an operating cash flow conversion rate of 58% consistent with our annual ...

Nordson is a leading manufacturer of equipment used for dispensing adhesives, coatings, sealants, and other materials. The company enjoys strong market share across its business lines, and its ...

The company’s recurring revenue grew by 14.9% ... However, the transition from on-premise licenses to a cloud-based model presented short-term challenges in revenue recognition, with some ...