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Servicenow
VendorPulse · Commercial Intelligence Brief ServiceNow Q4 FY2025 · Period ended December 31, 2025 · Reported January 28, 2026 Software £5m–£40m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Lead Signal · Q4 FY2025 ServiceNow’s AI add-on business crossed $600 million in ACV in Q4 2025, with Now…
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Broadcom
VendorPulse · Commercial Intelligence Brief Broadcom Inc. Q1 FY2026 · Period ended 1 Feb 2026 · Reported 4 Mar 2026 Software £30m–£80m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion My Position Key Signal This Quarter VMware ARR is growing at 19% year-on-year with $9.2B of total contract value booked…
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Microsoft
VendorPulse · Commercial Intelligence Brief Microsoft Q2 FY2026 · Dec 31, 2025 · Reported Jan 28, 2026 Software / Cloud £20m–£150m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion Key Signal This Quarter M365 Copilot reached 15 million paid seats — up over 160% year over year — with deployments…
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Oracle
VendorPulse · Commercial Intelligence Brief Oracle Q3 FY2026 · Feb 28, 2026 · Reported Mar 10, 2026 Software / Cloud £10m–£80m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion Key Signal This Quarter Multicloud database revenue grew 531% year over year, driven by Oracle Database Cloud Services becoming available across…
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Salesforce
VendorPulse · Commercial Intelligence Brief Salesforce Q4 FY2026 · Jan 31, 2026 · Reported Feb 25, 2026 Software £5m–£50m / yr Disclosure + Analysis Signal Metrics Drivers Evidence Cost Pressure Exposure Conclusion Key Signal This Quarter Agentforce ARR reached $800 million — up 169% year over year — with 29,000 deals closed in its first…