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Accenture
VendorPulse · Commercial Intelligence Brief Accenture Q2 FY2026 · Period end February 28, 2026 · Reported March 19, 2026 Services £30m-£150m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Lead Signal Managed services bookings of $10.8 billion matched consulting bookings almost exactly this quarter, with managed services revenue…
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Crowdstrike
VendorPulse · Commercial Intelligence Brief CrowdStrike Q4 FY2026 · Period end 31 January 2026 · Reported 3 March 2026 Software £5m-£40m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Lead Signal Falcon Flex’s Reflex cycle is now a documented cost escalation mechanism: of the 1,600+ customers on Flex,…
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Cloudflare
VendorPulse · Commercial Intelligence Brief Cloudflare Q4 FY2025 · Period ending 31 December 2025 · Reported 10 February 2026 Software / Cloud £2m-£25m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Lead Signal · Q4 FY2025 Pool of funds contracts accounted for approximately 20% of new ACV booked…
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DXC
VendorPulse · Commercial Intelligence Brief DXC Technology Q3 FY2026 · Period ended 31 December 2025 · Reported 29 January 2026 Services £50m–£250m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Lead Signal DXC has formally declared that rates-times-hours pricing is ending for its new AI-infused offerings, with management…
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Atlassian
VendorPulse · Commercial Intelligence Brief Atlassian Q2 FY2026 · Quarter ended 31 December 2025 · Reported 5 February 2026 Software £5m–£40m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Lead Signal Atlassian’s Teamwork Collection — its bundled AI tier spanning Jira, Confluence, Loom, and Rovo — crossed 1…
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Infosys
VendorPulse · Commercial Intelligence Brief Infosys Q3 FY2026 · Quarter ended December 31, 2025 · Reported January 14, 2026 Services £20m–£120m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Lead Signal · Q3 FY2026 Large deal TCV of $4.8bn in a single quarter — with 57% classified as…
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Dell
VendorPulse · Commercial Intelligence Brief Dell Technologies Q4 FY2026 · Period ended January 30, 2026 · Reported February 26, 2026 Hardware £5m–£50m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Lead Signal Dell has explicitly disclosed that DRAM, NAND, and hard drive costs are rising across its entire…
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Palantir
VendorPulse · Commercial Intelligence Brief Palantir Q4 FY2025 · Period ended 31 December 2025 · Reported 2 February 2026 Software £5m–£40m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Lead Signal Palantir’s commercial contract sizes are structurally resetting upward. Disclosed examples show new enterprise customers committing to deals…
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SAP
VendorPulse · Commercial Intelligence Brief SAP Q4 FY2025 · Period end 31 Dec 2025 · Reported 29 Jan 2026 Software / Cloud £15m–£80m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Lead Signal · Q4 FY2025 SAP’s on-premise support revenue base — still £10.5 billion in FY2025, far…
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Snowflake
VendorPulse · Commercial Intelligence Brief Snowflake Q4 FY2026 · Period ended January 31, 2026 · Reported February 25, 2026 Cloud £3m–£25m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Lead Signal Snowflake’s consumption base is broadening beyond its analytics core: AI workloads are disclosed as a distinct and…