I think the market is using em

I think the market is using emergence of AI as an excuse to force a readjustment of the software companies. I for one do not want these AI programmes to do everything for me. I believe there is an opportunity to buy, the biggest issue is knowing whether these software companies have the right idea and direction in mind.

This lesson is all the more reasons for software companies to properly work on their products without constantly relying on the AI crutch. Windows is a perfect example of not building on their success, instead they kept trying to chase easy value through their openai investment, then getting caught in no man's land.
The software should use AI as a booster, not as a replacement, for what they do best. Constantly trying to short-change their users will only serve to doom themselves.

AppLovin Beats But Dips: Is Clawdbot the New SaaS Valuation Killer?

Cloudflare reported Q4 revenue of $614.5M (+33.6% YoY) and non-GAAP EPS of $0.28, sending shares +17% after hours. Non-GAAP net income jumped to $106.8M, while free cash flow nearly doubled to $99.4M (16.2% margin). Cisco raised its full-year revenue guidance, but projected weaker Q3 gross margins, down to as low as 65.5%. Shares fell more than 7% after hours. AppLovin reported Q4 revenue of $1.658 billion, up 66% YoY, with net income rising 84% to $1.102 billion. Adjusted EBITDA increased 82% year over year.

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