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ACI Worldwide has raised 2026 guidance, $1.21 billion of FY2025 recurring revenue, strong Payment Software and Biller economics, and an aggressive buyback posture. The harder question is whether Connetic, real-time payments, and Speedpay One can keep a 50-year
OpenSEC filings, financial facts, source resources, and Goglides workspace context for BigBear.ai Holdings, Inc..
OpenSoFiUSD is the first U.S. national-bank issued stablecoin available inside a banking app. The bull case is distribution plus settlement; the proof gate is usage, enterprise adoption, and financial contribution.
OpenQ2 Holdings reported FY2025 revenue of $794.8 million, Q1 2026 revenue of $216.5 million, FY2025 operating cash flow of $201.5 million and Q1 2026 net income of $26.6 million. The thesis depends on banking software demand, subscription durability, margin expan
OpeneBay reported FY2025 revenue of $11.1 billion and Q1 2026 revenue of $3.1 billion. The thesis depends on focused category execution, take-rate quality, advertising, buyer trust, payments and disciplined capital allocation.
OpenBigBear.ai's Q1 2026 backlog and gross margin improved, but the deep dive keeps the proof gate on revenue conversion, adjusted EBITDA, and operating cash flow.
OpenAgilysys is posting record hospitality-software revenue while subscription revenue keeps outgrowing the total company. The decision point is whether a services-heavy implementation engine, Book4Time and a major PMS rollout can turn demand into durable recurrin
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