January’s 16.8% year-on-year jump in Japanese exports is striking not just because it beat expectations, but because of where the growth came from and where it didn’t. This wasn’t a broad, evenly distributed rebound. It was a geographically lopsided surge powered by Asia and Western Europe, masking continued weakness in North America and, more specifically, the United States. … [Read more...] about Japan’s Export Surge in January: Demand Geography, Politics, and a Market Reality Check
Are AI Disruption Fears Really Justified for ServiceNow, Salesforce, and Atlassian?
The sell-off in enterprise software has been framed as a referendum on whether AI will quietly erase the need for platforms that defined the last SaaS cycle. ServiceNow, Salesforce, and Atlassian are all being treated as if they are standing in the blast radius of their own technology choices, even while they are among the most aggressive adopters of AI inside real enterprise … [Read more...] about Are AI Disruption Fears Really Justified for ServiceNow, Salesforce, and Atlassian?
Cloudflare Q4 & FY2025: The “Agentic Internet” Pitch Meets Real Acceleration
Cloudflare’s fourth quarter of 2025 read like a company that finally found the story big enough to match its footprint: not just faster websites and safer networks, but a platform layer for a web where the “users” increasingly aren’t humans at all. Management leaned hard into that framing—agents as the new traffic, Cloudflare as the place they run and the network they … [Read more...] about Cloudflare Q4 & FY2025: The “Agentic Internet” Pitch Meets Real Acceleration
monday.com Q4 & FY2025: Scaling Upmarket While AI Starts to Monetize
monday.com closed 2025 with a mix that markets usually like but don’t always price correctly at first glance: strong top-line growth, expanding large-customer adoption, early but real AI monetization, and margins that are under short-term pressure for reasons that have very little to do with demand. Revenue reached $333.9 million in Q4, up 25% year over year, bringing full-year … [Read more...] about monday.com Q4 & FY2025: Scaling Upmarket While AI Starts to Monetize
Excess Ships, Thinner Margins: Maersk’s Loss Warning and What It Signals for MSC and Global Shipping
A quiet but telling shift is underway in global container shipping, and it’s no longer hiding behind record volumes or geopolitical noise. Maersk, long treated as the industry’s bellwether, has warned it could post its first operating loss in roughly a decade, a statement that lands less like a company-specific stumble and more like a structural confession. After years of … [Read more...] about Excess Ships, Thinner Margins: Maersk’s Loss Warning and What It Signals for MSC and Global Shipping