2026 H1 Enterprise Software Earnings Reveal A New Vendor Power Play

H1 2026 earnings season told the story vendors wanted told: AI attach rates climbing, cloud backlog compounding, and platforms expanding into adjacent workflows. ServiceNow sustained approximately 19% subscription growth while increasing its 2026 AI commitment to $1.5 billion. Salesforce grew Agentforce annual recurring revenue to $1.2 billion, even as core revenue growth slowed into the […]