Category: Enterprise Software

Fivetran pivots to verticalized data integration offerings
30
Nov
2025
Posted in Enterprise Software

Fivetran’s vertical pivot signals pipeline commoditization—horizontal integration margins compress 20% by 2026

THE SITUATION Fivetran is shifting its core strategy from horizontal data movement to verticalized “Business Schemas” for…

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Indian startups face financial scrutiny amid slowing growth
29
Nov
2025
Posted in e-commerce Enterprise Software Fintech

India’s FY25 disclosure wave forces valuation resets—late-stage markdowns hit 40% by Q2 2025

THE SITUATION Indian startups are exiting the “growth at all costs” era and entering a phase of…

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Salesforce accelerates India AI push, crosses $1.7B revenue mark
26
Nov
2025
Posted in AI Enterprise Software

Salesforce’s $1.6B India revenue signals talent war—AI engineering costs rise 30% by 2026

THE SITUATION Salesforce India reported INR 13,384 Cr (~$1.58B) in revenue for FY25, a 47% increase year-over-year….

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Google, Accel co-invest $2M in India’s earliest-stage AI startups
25
Nov
2025
Posted in Enterprise Software SAAS

Google’s India AI fund buys ecosystem lock-in—cloud competitors face upstream distribution gap by 2027

THE SITUATION Google and Accel launched a partnership on November 25, 2025, to co-invest up to $2M…

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CrowdStrike fires high-ranking employee with ties to hackers
22
Nov
2025
Posted in Cybersecurity Enterprise Software Security Tech

CROWDSTRIKE’S INSIDER THREAT INCIDENT FORCES VENDOR AUDIT OVERHAUL—SALES CYCLES LENGTHEN 20% THROUGH Q3 2025

THE SITUATION CrowdStrike terminated a senior employee suspected of leaking sensitive internal dashboards to the “Scattered Lapsus$…

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