Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same ...

As general-purpose software shows limitations in addressing specialized needs, vertical solutions—tools designed for a specific industry or business function—are emerging as powerful drivers of ...

Wrapping up Q3 earnings, we look at the numbers and key takeaways for the vertical software stocks, including nCino ...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results ...

Vertical software markets are very 'sticky' which means the LTV of an individual customer can be extremely long. These businesses have high pricing power as customers view their software as mission ...