2026 Q2 -tulosraportti
53 päivää sitten
‧45 min
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.2. | ||
Vuosittainen yhtiökokous 2025 2.12.2025 | ||
2026 Q1 -tulosraportti 30.10.2025 | ||
2025 Q4 -tulosraportti 7.8.2025 | ||
2025 Q3 -tulosraportti 1.5.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·25.3.DNB Teknologi: The favorite stock has plunged 60 percent «Undervalued» was how the DNB Teknologi fund managers described the stock in December. Now the price is down an additional 60 percent. The software sector continues to take a beating on global stock exchanges. Tuesday saw another downturn for the sector, where the German giant SAP fell 4 percent on the New York Stock Exchange, along with Microsoft, Salesforce, Adobe and ServiceNow. Another, lesser-known software company, Atlassian, fell a full 8.4 percent in New York on Tuesday, to a new low. So far this year, the decline is 57.5 percent. «Cheap» – before the price crash When Finansavisen spoke with the DNB fund managers just before Christmas about why this relatively small company was on the top 10 list of largest investments in the DNB Teknologi equity fund, the answer was: «Many software companies have been severely punished in the stock market because investors fear that AI-driven coding tools will lower entry barriers in the sector. The Atlassian share price has fallen particularly sharply because the market assumes that AI will reduce the need for developers, and thus for the company's core users». Three months later, the share price has fallen from over 160 dollar to under 70 dollar. AI fear has apparently completely taken over. DNB Teknologi is the fifth largest shareholder in the company with 2.9 percent of the shares. According to Bloomberg, most of the shares were bought on falling prices in the third quarter of 2025, when the average price was 178 dollar. The fund continued its purchases through the fourth quarter, when the average price was 157 dollar. They have also bought more shares in the first quarter of this year. Shocked analysts Analysts must be just as shocked by the price drop as the DNB Teknologi fund managers. The average price target among 33 brokerage houses is 166 dollar, and there are no sell recommendations on the stock. 27 recommend buying, while seven operate with a hold recommendation. Atlassian is an Australian software company that creates IT tools for collaboration, project management and software development. They are particularly known for products such as Jira, Confluence and Trello. Low priced In recent years, the company has experienced strong growth and has surpassed annual revenues of over 5 billion dollar. Previously, the company was priced at over 40 times estimated earnings. Now the company is priced at only 13 times estimated earnings for the next year. Many will probably argue that P/E 13 is too low for a company where analysts expect revenues to continue to increase from 5.2 billion dollar last year to 10 billion in 2029, and that earnings will rise from 1 billion to almost 3 billion. The market value of Atlassian is now only 12 billion dollar, equivalent to 117 billion kroner – approximately the same market capitalization as DNB here at home.
·3 päivää sittenThe market value of Atlassian is now only 12 billion dollars, corresponding to 117 billion kroner – approximately the same market capitalization as DNB here at home. This is not correct. DNB has a market capitalization of 450 billion NOK, while Atlassian has a value of 138 billion NOK.
9.3.9.3.> Atlassian (TEAM) is gaining attention for its promising growth prospects and recent product innovations amid AI-related concerns. Analysts maintain a positive outlook, emphasizing its valuation and long-term growth potential despite recent price fluctuations. - **Analyst Insights:** Despite price target reductions, analysts remain bullish on Atlassian, highlighting its **strong fundamentals** and long-term growth potential. The average price target is set at **$189.32**. - **AI Concerns and Opportunities:** Atlassian faces challenges from AI fears, with its stock down **80%** over the past year. However, signs of stabilization and potential AI enhancements to its platform are encouraging. - **Valuation and Investment Potential:** Atlassian's current valuation is considered attractive, trading **53%** below consensus estimates, with analysts suggesting it may be one of the most undervalued stocks on NASDAQ.- 6.3.6.3.Atlassian (TEAM) Shares Skyrocket, What You Need To Know https://share.google/pUlLi65Jmz2pugY4J
·26.2.Now we're going for it, glad I added a bit at 75 dollars! https://e24.no/boers-og-finans/i/GxM01V/tek-nedgang-paa-wall-street·26.2.Why Atlassian stock rose sharply on February 26, 2026 • Positive analyst upgrade: On February 24, Jefferies analyst Brent Thill upgraded Atlassian to buy. He argued that AI-generated code will increase the need for Atlassian's collaboration and project tools, and estimated that the company could grow 20% per year. The analyst pointed out that the stock was trading at approximately 14.5 times free cash flow – an attractive level . • Strong Q2 figures: Results for the 2nd quarter of fiscal year 2026 showed revenue of approximately 1.6 billion USD, 23% higher than the previous year . Cloud revenue increased 26% to 1.1 billion USD . Adjusted earnings per share were 1.22 USD against an expected 1.14 USD, and operating income was 430.2 million USD with a margin of 27% . The company guided for next quarter's revenue of 1.689–1.697 billion USD . • AI investment and buybacks: Atlassian's AI platform Rovo had over 5 million monthly users , and management initiated share buybacks to capitalize on what they believe is a low stock price . • Reversal of previous pessimism: In February, concerns that AI could undermine the software sector led to a sharp drop in stock prices. The Jefferies upgrade and strong quarterly figures turned the sentiment; investors saw that AI can be an opportunity rather than a threat . Chatgpt- ·25.2. · MuokattuClipped from LinkedIn today: Erik Fjellvær Hagen Managing Partner Viking Growth Dagens Næringsliv reports today on the fear of a «SaaS apocalypse». I share some thoughts on the matter and here is my perspective: Some asset managers are reducing, or liquidating, their exposure to SaaS. Sentiment has moved from optimism to risk aversion. It's easy to understand the concern. When AI agents challenge established business models, it creates uncertainty. Especially in companies that have been priced for high growth far into the future. But I think it's useful to zoom out a bit. Over the last 15 years, software has: - Gone from license to subscription - From on-prem to cloud - From tool to platform - From support function to business-critical infrastructure Every time we've heard the same thing: “Now the party's over.” Nevertheless, software has become more, not less, central. What we are seeing now, I don't perceive as an apocalypse, but as a new iteration. In my eyes, AI will not replace business-critical software. It will make it even stronger. The strongest companies will use AI to: - Automate more work processes - Increase value per customer - Create new pricing models - Take a larger share of the value chain When capital becomes more selective, real value creation becomes clearer. That is healthy. At Viking Growth, we invest in Nordic software companies that are deeply integrated into customers' workflows and critical work processes. That type of company doesn't disappear because technology evolves. On the contrary. In my assessment, AI will make the best even stronger. The question is not whether SaaS survives. The question is who builds SaaS 2.0. What do you think, correction or structural shift? Read the article in DN (plus article): https://lnkd.in/ekgaDrHR
·2.3. · MuokattuWhy are there so many software jobs if software is to be replaced by agents? Someone needs to take a chill pill. Ask your IT manager if he wants to hire a team to create and manage agents, compress the entire IT system integration (yes, systems talk to each other), if he wants to take on all security and bug fixing himself, if he has the data foundation. No. No company with self-respect will do that, they would rather pay subscriptions to external software companies for all those responsibilities. Yes, small functions are handled internally, but there are no companies that sit on the data foundations these software companies do. It's illusions. That said. If these software companies cannot adopt AI in a good way, then yes, they will lose customers. That is certain. But that enterprises should somehow stop with the long-term agreements they have with IT companies, with software companies, is an illusion. Greetings from an IT architect!!! This is typical manipulation by Wall Street, they spread fear and they spread FOMO. They do what they have to do to make money themselves. If that means scaring everyone senseless, they care little about it. I can guarantee you that they have bought this!!! We have seen this a million times before. And everyone falls for it every time.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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2026 Q2 -tulosraportti
53 päivää sitten
‧45 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·25.3.DNB Teknologi: The favorite stock has plunged 60 percent «Undervalued» was how the DNB Teknologi fund managers described the stock in December. Now the price is down an additional 60 percent. The software sector continues to take a beating on global stock exchanges. Tuesday saw another downturn for the sector, where the German giant SAP fell 4 percent on the New York Stock Exchange, along with Microsoft, Salesforce, Adobe and ServiceNow. Another, lesser-known software company, Atlassian, fell a full 8.4 percent in New York on Tuesday, to a new low. So far this year, the decline is 57.5 percent. «Cheap» – before the price crash When Finansavisen spoke with the DNB fund managers just before Christmas about why this relatively small company was on the top 10 list of largest investments in the DNB Teknologi equity fund, the answer was: «Many software companies have been severely punished in the stock market because investors fear that AI-driven coding tools will lower entry barriers in the sector. The Atlassian share price has fallen particularly sharply because the market assumes that AI will reduce the need for developers, and thus for the company's core users». Three months later, the share price has fallen from over 160 dollar to under 70 dollar. AI fear has apparently completely taken over. DNB Teknologi is the fifth largest shareholder in the company with 2.9 percent of the shares. According to Bloomberg, most of the shares were bought on falling prices in the third quarter of 2025, when the average price was 178 dollar. The fund continued its purchases through the fourth quarter, when the average price was 157 dollar. They have also bought more shares in the first quarter of this year. Shocked analysts Analysts must be just as shocked by the price drop as the DNB Teknologi fund managers. The average price target among 33 brokerage houses is 166 dollar, and there are no sell recommendations on the stock. 27 recommend buying, while seven operate with a hold recommendation. Atlassian is an Australian software company that creates IT tools for collaboration, project management and software development. They are particularly known for products such as Jira, Confluence and Trello. Low priced In recent years, the company has experienced strong growth and has surpassed annual revenues of over 5 billion dollar. Previously, the company was priced at over 40 times estimated earnings. Now the company is priced at only 13 times estimated earnings for the next year. Many will probably argue that P/E 13 is too low for a company where analysts expect revenues to continue to increase from 5.2 billion dollar last year to 10 billion in 2029, and that earnings will rise from 1 billion to almost 3 billion. The market value of Atlassian is now only 12 billion dollar, equivalent to 117 billion kroner – approximately the same market capitalization as DNB here at home.·3 päivää sittenThe market value of Atlassian is now only 12 billion dollars, corresponding to 117 billion kroner – approximately the same market capitalization as DNB here at home. This is not correct. DNB has a market capitalization of 450 billion NOK, while Atlassian has a value of 138 billion NOK.
- 9.3.9.3.> Atlassian (TEAM) is gaining attention for its promising growth prospects and recent product innovations amid AI-related concerns. Analysts maintain a positive outlook, emphasizing its valuation and long-term growth potential despite recent price fluctuations. - **Analyst Insights:** Despite price target reductions, analysts remain bullish on Atlassian, highlighting its **strong fundamentals** and long-term growth potential. The average price target is set at **$189.32**. - **AI Concerns and Opportunities:** Atlassian faces challenges from AI fears, with its stock down **80%** over the past year. However, signs of stabilization and potential AI enhancements to its platform are encouraging. - **Valuation and Investment Potential:** Atlassian's current valuation is considered attractive, trading **53%** below consensus estimates, with analysts suggesting it may be one of the most undervalued stocks on NASDAQ.
- 6.3.6.3.Atlassian (TEAM) Shares Skyrocket, What You Need To Know https://share.google/pUlLi65Jmz2pugY4J
- ·26.2.Now we're going for it, glad I added a bit at 75 dollars! https://e24.no/boers-og-finans/i/GxM01V/tek-nedgang-paa-wall-street·26.2.Why Atlassian stock rose sharply on February 26, 2026 • Positive analyst upgrade: On February 24, Jefferies analyst Brent Thill upgraded Atlassian to buy. He argued that AI-generated code will increase the need for Atlassian's collaboration and project tools, and estimated that the company could grow 20% per year. The analyst pointed out that the stock was trading at approximately 14.5 times free cash flow – an attractive level . • Strong Q2 figures: Results for the 2nd quarter of fiscal year 2026 showed revenue of approximately 1.6 billion USD, 23% higher than the previous year . Cloud revenue increased 26% to 1.1 billion USD . Adjusted earnings per share were 1.22 USD against an expected 1.14 USD, and operating income was 430.2 million USD with a margin of 27% . The company guided for next quarter's revenue of 1.689–1.697 billion USD . • AI investment and buybacks: Atlassian's AI platform Rovo had over 5 million monthly users , and management initiated share buybacks to capitalize on what they believe is a low stock price . • Reversal of previous pessimism: In February, concerns that AI could undermine the software sector led to a sharp drop in stock prices. The Jefferies upgrade and strong quarterly figures turned the sentiment; investors saw that AI can be an opportunity rather than a threat . Chatgpt
- ·25.2. · MuokattuClipped from LinkedIn today: Erik Fjellvær Hagen Managing Partner Viking Growth Dagens Næringsliv reports today on the fear of a «SaaS apocalypse». I share some thoughts on the matter and here is my perspective: Some asset managers are reducing, or liquidating, their exposure to SaaS. Sentiment has moved from optimism to risk aversion. It's easy to understand the concern. When AI agents challenge established business models, it creates uncertainty. Especially in companies that have been priced for high growth far into the future. But I think it's useful to zoom out a bit. Over the last 15 years, software has: - Gone from license to subscription - From on-prem to cloud - From tool to platform - From support function to business-critical infrastructure Every time we've heard the same thing: “Now the party's over.” Nevertheless, software has become more, not less, central. What we are seeing now, I don't perceive as an apocalypse, but as a new iteration. In my eyes, AI will not replace business-critical software. It will make it even stronger. The strongest companies will use AI to: - Automate more work processes - Increase value per customer - Create new pricing models - Take a larger share of the value chain When capital becomes more selective, real value creation becomes clearer. That is healthy. At Viking Growth, we invest in Nordic software companies that are deeply integrated into customers' workflows and critical work processes. That type of company doesn't disappear because technology evolves. On the contrary. In my assessment, AI will make the best even stronger. The question is not whether SaaS survives. The question is who builds SaaS 2.0. What do you think, correction or structural shift? Read the article in DN (plus article): https://lnkd.in/ekgaDrHR·2.3. · MuokattuWhy are there so many software jobs if software is to be replaced by agents? Someone needs to take a chill pill. Ask your IT manager if he wants to hire a team to create and manage agents, compress the entire IT system integration (yes, systems talk to each other), if he wants to take on all security and bug fixing himself, if he has the data foundation. No. No company with self-respect will do that, they would rather pay subscriptions to external software companies for all those responsibilities. Yes, small functions are handled internally, but there are no companies that sit on the data foundations these software companies do. It's illusions. That said. If these software companies cannot adopt AI in a good way, then yes, they will lose customers. That is certain. But that enterprises should somehow stop with the long-term agreements they have with IT companies, with software companies, is an illusion. Greetings from an IT architect!!! This is typical manipulation by Wall Street, they spread fear and they spread FOMO. They do what they have to do to make money themselves. If that means scaring everyone senseless, they care little about it. I can guarantee you that they have bought this!!! We have seen this a million times before. And everyone falls for it every time.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.2. | ||
Vuosittainen yhtiökokous 2025 2.12.2025 | ||
2026 Q1 -tulosraportti 30.10.2025 | ||
2025 Q4 -tulosraportti 7.8.2025 | ||
2025 Q3 -tulosraportti 1.5.2025 |
2026 Q2 -tulosraportti
53 päivää sitten
‧45 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.2. | ||
Vuosittainen yhtiökokous 2025 2.12.2025 | ||
2026 Q1 -tulosraportti 30.10.2025 | ||
2025 Q4 -tulosraportti 7.8.2025 | ||
2025 Q3 -tulosraportti 1.5.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·25.3.DNB Teknologi: The favorite stock has plunged 60 percent «Undervalued» was how the DNB Teknologi fund managers described the stock in December. Now the price is down an additional 60 percent. The software sector continues to take a beating on global stock exchanges. Tuesday saw another downturn for the sector, where the German giant SAP fell 4 percent on the New York Stock Exchange, along with Microsoft, Salesforce, Adobe and ServiceNow. Another, lesser-known software company, Atlassian, fell a full 8.4 percent in New York on Tuesday, to a new low. So far this year, the decline is 57.5 percent. «Cheap» – before the price crash When Finansavisen spoke with the DNB fund managers just before Christmas about why this relatively small company was on the top 10 list of largest investments in the DNB Teknologi equity fund, the answer was: «Many software companies have been severely punished in the stock market because investors fear that AI-driven coding tools will lower entry barriers in the sector. The Atlassian share price has fallen particularly sharply because the market assumes that AI will reduce the need for developers, and thus for the company's core users». Three months later, the share price has fallen from over 160 dollar to under 70 dollar. AI fear has apparently completely taken over. DNB Teknologi is the fifth largest shareholder in the company with 2.9 percent of the shares. According to Bloomberg, most of the shares were bought on falling prices in the third quarter of 2025, when the average price was 178 dollar. The fund continued its purchases through the fourth quarter, when the average price was 157 dollar. They have also bought more shares in the first quarter of this year. Shocked analysts Analysts must be just as shocked by the price drop as the DNB Teknologi fund managers. The average price target among 33 brokerage houses is 166 dollar, and there are no sell recommendations on the stock. 27 recommend buying, while seven operate with a hold recommendation. Atlassian is an Australian software company that creates IT tools for collaboration, project management and software development. They are particularly known for products such as Jira, Confluence and Trello. Low priced In recent years, the company has experienced strong growth and has surpassed annual revenues of over 5 billion dollar. Previously, the company was priced at over 40 times estimated earnings. Now the company is priced at only 13 times estimated earnings for the next year. Many will probably argue that P/E 13 is too low for a company where analysts expect revenues to continue to increase from 5.2 billion dollar last year to 10 billion in 2029, and that earnings will rise from 1 billion to almost 3 billion. The market value of Atlassian is now only 12 billion dollar, equivalent to 117 billion kroner – approximately the same market capitalization as DNB here at home.·3 päivää sittenThe market value of Atlassian is now only 12 billion dollars, corresponding to 117 billion kroner – approximately the same market capitalization as DNB here at home. This is not correct. DNB has a market capitalization of 450 billion NOK, while Atlassian has a value of 138 billion NOK.
- 9.3.9.3.> Atlassian (TEAM) is gaining attention for its promising growth prospects and recent product innovations amid AI-related concerns. Analysts maintain a positive outlook, emphasizing its valuation and long-term growth potential despite recent price fluctuations. - **Analyst Insights:** Despite price target reductions, analysts remain bullish on Atlassian, highlighting its **strong fundamentals** and long-term growth potential. The average price target is set at **$189.32**. - **AI Concerns and Opportunities:** Atlassian faces challenges from AI fears, with its stock down **80%** over the past year. However, signs of stabilization and potential AI enhancements to its platform are encouraging. - **Valuation and Investment Potential:** Atlassian's current valuation is considered attractive, trading **53%** below consensus estimates, with analysts suggesting it may be one of the most undervalued stocks on NASDAQ.
- 6.3.6.3.Atlassian (TEAM) Shares Skyrocket, What You Need To Know https://share.google/pUlLi65Jmz2pugY4J
- ·26.2.Now we're going for it, glad I added a bit at 75 dollars! https://e24.no/boers-og-finans/i/GxM01V/tek-nedgang-paa-wall-street·26.2.Why Atlassian stock rose sharply on February 26, 2026 • Positive analyst upgrade: On February 24, Jefferies analyst Brent Thill upgraded Atlassian to buy. He argued that AI-generated code will increase the need for Atlassian's collaboration and project tools, and estimated that the company could grow 20% per year. The analyst pointed out that the stock was trading at approximately 14.5 times free cash flow – an attractive level . • Strong Q2 figures: Results for the 2nd quarter of fiscal year 2026 showed revenue of approximately 1.6 billion USD, 23% higher than the previous year . Cloud revenue increased 26% to 1.1 billion USD . Adjusted earnings per share were 1.22 USD against an expected 1.14 USD, and operating income was 430.2 million USD with a margin of 27% . The company guided for next quarter's revenue of 1.689–1.697 billion USD . • AI investment and buybacks: Atlassian's AI platform Rovo had over 5 million monthly users , and management initiated share buybacks to capitalize on what they believe is a low stock price . • Reversal of previous pessimism: In February, concerns that AI could undermine the software sector led to a sharp drop in stock prices. The Jefferies upgrade and strong quarterly figures turned the sentiment; investors saw that AI can be an opportunity rather than a threat . Chatgpt
- ·25.2. · MuokattuClipped from LinkedIn today: Erik Fjellvær Hagen Managing Partner Viking Growth Dagens Næringsliv reports today on the fear of a «SaaS apocalypse». I share some thoughts on the matter and here is my perspective: Some asset managers are reducing, or liquidating, their exposure to SaaS. Sentiment has moved from optimism to risk aversion. It's easy to understand the concern. When AI agents challenge established business models, it creates uncertainty. Especially in companies that have been priced for high growth far into the future. But I think it's useful to zoom out a bit. Over the last 15 years, software has: - Gone from license to subscription - From on-prem to cloud - From tool to platform - From support function to business-critical infrastructure Every time we've heard the same thing: “Now the party's over.” Nevertheless, software has become more, not less, central. What we are seeing now, I don't perceive as an apocalypse, but as a new iteration. In my eyes, AI will not replace business-critical software. It will make it even stronger. The strongest companies will use AI to: - Automate more work processes - Increase value per customer - Create new pricing models - Take a larger share of the value chain When capital becomes more selective, real value creation becomes clearer. That is healthy. At Viking Growth, we invest in Nordic software companies that are deeply integrated into customers' workflows and critical work processes. That type of company doesn't disappear because technology evolves. On the contrary. In my assessment, AI will make the best even stronger. The question is not whether SaaS survives. The question is who builds SaaS 2.0. What do you think, correction or structural shift? Read the article in DN (plus article): https://lnkd.in/ekgaDrHR·2.3. · MuokattuWhy are there so many software jobs if software is to be replaced by agents? Someone needs to take a chill pill. Ask your IT manager if he wants to hire a team to create and manage agents, compress the entire IT system integration (yes, systems talk to each other), if he wants to take on all security and bug fixing himself, if he has the data foundation. No. No company with self-respect will do that, they would rather pay subscriptions to external software companies for all those responsibilities. Yes, small functions are handled internally, but there are no companies that sit on the data foundations these software companies do. It's illusions. That said. If these software companies cannot adopt AI in a good way, then yes, they will lose customers. That is certain. But that enterprises should somehow stop with the long-term agreements they have with IT companies, with software companies, is an illusion. Greetings from an IT architect!!! This is typical manipulation by Wall Street, they spread fear and they spread FOMO. They do what they have to do to make money themselves. If that means scaring everyone senseless, they care little about it. I can guarantee you that they have bought this!!! We have seen this a million times before. And everyone falls for it every time.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
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Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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