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Workday Inc: 2 directors

Two Directors at Workday Inc sold 79,167 shares at between 238.959USD and 239.430USD. The significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the la...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...

Today, we are publishing the Enterprise IT section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...

Fair Isaac Corp: 1 director

A director at Fair Isaac Corp sold 1,000 shares at 1,738.250USD and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...

 PRESS RELEASE

Debt Pressure Building Up for Canadian Businesses

Debt Pressure Building Up for Canadian Businesses - Delinquencies climb, credit demand dips, and regional cracks deepen - Equifax® Canada Market Pulse — Q1 2025 Quarterly Business Credit Trends and Insights Report TORONTO, June 10, 2025 (GLOBE NEWSWIRE) -- After a cautiously optimistic end to 2024, Canadian businesses seem to have entered 2025 with trepidation. According to the Equifax® Canada Q1 2025 Business Credit Trends and Insights Report, delinquencies are rising for businesses across the country and credit demand is slowing, while key sectors are showing early signs of distress —...

 PRESS RELEASE

La pression liée à l’endettement s’accroît pour les entreprises canadi...

La pression liée à l’endettement s’accroît pour les entreprises canadiennes – Les arriérés sont en hausse, la demande de crédit diminue et les difficultés régionales s’intensifient. – Pouls du marché d’EquifaxMD Canada – Rapport trimestriel sur les tendances et perspectives du crédit liées aux entreprises au 1er trimestre de 2025. TORONTO, 10 juin 2025 (GLOBE NEWSWIRE) -- Après une fin d’année 2024 prudemment optimiste, les entreprises canadiennes semblent avoir commencé 2025 avec appréhension. Selon le rapport d’EquifaxMD Canada sur les tendances et perspectives du crédit liées aux ent...

 PRESS RELEASE

Non-Mortgage Delinquencies Reach Levels Not Seen Since 2009

Non-Mortgage Delinquencies Reach Levels Not Seen Since 2009 – 1.4 million people in Canada missed a credit payment as refinancing and renewals dominate the Q1 Mortgage market – Equifax Canada Market Pulse Quarterly Consumer Credit Trends and Insights TORONTO, May 27, 2025 (GLOBE NEWSWIRE) -- Economic uncertainty continued to impact credit usage and consumer financial health across Canada during the first quarter of 2025 according to Equifax® Canada’s latest Market Pulse Consumer Credit Trends and Insights. Total consumer debt in Canada was $2.55T at the end of Q1, up four per ce...

 PRESS RELEASE

Les arriérés non hypothécaires ont atteint des niveaux inégalés depuis...

Les arriérés non hypothécaires ont atteint des niveaux inégalés depuis 2009 – 1,4 million de personnes au Canada ont manqué un paiement de crédit au moment où le refinancement et les renouvellements dominent le marché hypothécaire du premier trimestre. – Rapport trimestriel sur les tendances et perspectives en matière de crédit à la consommation Pouls du marché d’Equifax Canada TORONTO, 27 mai 2025 (GLOBE NEWSWIRE) -- L’incertitude économique a continué d’influencer l’utilisation du crédit et la santé financière des consommateurs partout au Canada au cours du premier tri...

Equifax Inc: 1 director

A director at Equifax Inc sold 2,000 shares at 259.100USD and the significance rating of the trade was 57/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...

Insperity Inc: 1 director

A director at Insperity Inc sold 33,941 shares at 65.225USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24: Enterprise IT – continued recovery in Legacy, stabilizatio...

Today, we are publishing the Enterprise IT section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending recovery continued, with major players again reporting double-digit order growth across core legacy portfolios. Al server demand remained strong, although some revenue recognition ...

 PRESS RELEASE

Fujitsu and FICO Partner to Accelerate Digital Transformation in Finan...

KAWASAKI, Japan & BOZEMAN, Mont.--(BUSINESS WIRE)-- FUJITSU (TSE:6702) & FICO (NYSE: FICO): Highlights: Fujitsu and FICO partner to expand FICO® Platform’s Omni-Channel Engagement Capabilities in Japan from July 2025, with future regional growth Partnership to enhance financial services with advanced analytics, fraud prevention, and smarter decisioning Fujitsu will provide end-to-end support, from consulting to system implementation, while FICO delivers technical expertise to meet Japan’s evolving financial needs. Fujitsu Limited and FICO, a global analytics software leader, today ann...

 PRESS RELEASE

Banking Apps Rank Higher Than Branches for UK Consumers

LONDON--(BUSINESS WIRE)-- According to new research1 by global analytics software leader FICO, the habits, behaviours and preferences of British consumers are changing when it comes to bank accounts. While branch closures continue to attract negative media headlines, three quarters of British consumers surveyed said they see their banking app as the most important or second most important factor about their primary bank account, compared to just 33% citing the need for a local branch as most important. With most consumers (81.5%) still receiving their banking services from a traditional bank, ...

 PRESS RELEASE

Nationwide Speeds Up Credit Decisioning by 50% with FICO Platform

LONDON--(BUSINESS WIRE)-- FICO (NYSE: FICO) Highlights: Nationwide migrated 1.5 million monthly credit decisions across mortgages, loans, and cards to the cloud-based FICO® Platform in just 7 months Results include a 50% reduction in the time to make changes to decision components, and a 30% faster process for rolling out new strategies Nationwide improved its Promoter Score (NPS), ranking third in the UK and first among high-street financial services providers, according to Forrester Research. Nationwide has won a 2025 FICO® Decision Award for Cloud Deployment Nationwide Building S...

 PRESS RELEASE

FICO Announces Availability of FICO Score Mortgage Simulator for Lende...

BOZEMAN, Mont.--(BUSINESS WIRE)-- Global analytics software leader FICO (NYSE: FICO) announces that the innovative FICO® Score Mortgage Simulator is now available for lender use through Xactus, a fintech and market leader in verification solutions for the mortgage industry and the largest credit reseller. Mortgage professionals can leverage valuable insight from the simulator to help drive smarter decisions that can present more loan options and favorable interest rates for customers. The FICO® Score Mortgage Simulator is the only authorized simulation tool available to mortgage professionals...

 PRESS RELEASE

FICO Teams Up with Pro Volleyball Federation to Champion Financial Lit...

BOZEMAN, Mont.--(BUSINESS WIRE)-- Global analytics software leader, FICO has announced its sponsorship of (PVF) for the 2025 season. Through this partnership, FICO will help raise awareness of financial literacy and credit education by engaging PVF athletes to share valuable insights including free access to , where they can check and monitor their FICO® Score. PVF athletes will also engage with fellow players and fans on social media channels to share experiences with and ways to access this valuable credit education content throughout the season to empower them to make better informed finan...

 PRESS RELEASE

FICO Announces 12 New Patents, Advancing Responsible AI, Machine Learn...

BOZEMAN, Mont.--(BUSINESS WIRE)-- FICO: NYSE Highlights: FICO remains a leader in innovation, with advancements in decision-making, machine learning, and AI-related technology. FICO’s current patent portfolio consists of 226 U.S. and foreign active patents, with additional 75 patent applications filed and pending. Global analytics software leader FICO was awarded new patents by the U.S. Patent and Trademark Office, encompassing technologies in fraud, artificial intelligence, machine learning, decision management and cybersecurity. The new patents showcase FICO’s continuous innovatio...

 PRESS RELEASE

New Equifax Report: Fraud Concerns are Escalating with 89 per cent of ...

New Equifax Report: Fraud Concerns are Escalating with 89 per cent of Canadians Saying Companies Must Do More Seniors and Quebecers Report the Greatest Fraud Concerns- Equifax Canada Market Pulse Fraud Trends and Consumer Survey Report - TORONTO, March 04, 2025 (GLOBE NEWSWIRE) -- Concerns about fraud are escalating among Canadians, with a new Equifax Canada survey* conducted ahead of Fraud Prevention Month revealing that 89 per cent of those surveyed believe companies must do more to protect personal data. Seniors and Quebec residents are particularly worried, demanding stronger fraud p...

 PRESS RELEASE

Nouveau rapport d’Equifax : Hausse des préoccupations liées à la fraud...

Nouveau rapport d’Equifax : Hausse des préoccupations liées à la fraude alors que 89 % des Canadiens et Canadiennes croient que les entreprises doivent faire davantage Les personnes âgées ainsi que les Québécois et Québécoises révèlent leurs plus grandes préoccupations en matière de fraude– Tendances en matière de fraude Pouls du marché et résultats du sondage d’Equifax Canada mené auprès des consommateurs – TORONTO, 04 mars 2025 (GLOBE NEWSWIRE) -- Un nouveau sondage* d’Equifax Canada réalisé avant le Mois de la prévention de la fraude a révélé que les préoccupations au sujet de la fr...

Equifax Inc.: Modest revenue growth expected with continued subdued mo...

Our credit view of this issuer reflects its track record of balanced financial policies, against its cyclical consumer borrowing and employment conditions.

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