关于 AI 是否会取代 Salesforce、ServiceNow、SAP、Workday等传统企业级应用的讨论，往往忽略了一个更有可能在近期发生的情形：AI 会阻止部分客户增加对这些应用的支出。 数据安全公司 Cohesity 年收入超过 20 ...

Starboard believes leading software companies can do more to boost profits. The company has taken a stake in Salesforce and Splunk because it sees significant upside in the stocks if they can increase ...

In October, institutional value stock investor Starboard Value released a presentation on its website showing it has purchased an undisclosed amount of shares in software companies Splunk (NASDAQ: ...

NEW YORK, Oct 18 (Reuters) - Activist investor Jeffrey Smith said on Tuesday his investment firm Starboard Value was currently involved with Wix.com WIX.O, Splunk SPLK.O and Salesforce CRM.N, and was ...

‘Each Company Represents an Opportunity to Own a High-Quality and Sticky Business at an Attractive Valuation,’ according to Starboard. Activist investment firm Starboard Value now has stakes in ...

The fund has a history of forcing management changes or acquisitions. Can it take on San Francisco's largest employer? Storied activist hedge fund Starboard Value LP announced at a conference Tuesday ...

The debate over whether AI might replace traditional enterprise apps such as Salesforce, ServiceNow, SAP, and Workday often ignores a more likely near-term scenario: that AI will stop some customers ...

NEW YORK, Oct 18 (Reuters) - Activist investor Jeffrey Smith said on Tuesday his investment firm Starboard Value was currently involved with Wix.com (WIX.O), opens new tab, Splunk (SPLK.O), opens new ...