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Should software vendors ditch seat-based pricing?
Last month at the KeyBanc/Mosaic Summit, one theme dominated my conversations with investors: the shift from legacy SaaS per-seat pricing to…
Sep 16
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Nicolas De Kouchkovsky
Musings from TP Industry Analyst Summit
TP hosted an Industry Analyst Summit in late August at its Santa Clara TP Innovation Experience Center (TIEC).
Sep 13
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Nicolas De Kouchkovsky
1
Sierra’s strong growth signals a new era of maturity in Conversational AI
Sierra, the stealthy conversational AI and AI OS company founded by Bret Taylor, former Salesforce co-CEO and OpenAI board member, is raising another…
Sep 4
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Nicolas De Kouchkovsky
Verint + Calabrio: Thoma Bravo’s bet on building a CX Automation powerhouse
In a major move for the CX industry, Thoma Bravo announced last week its intent to acquire Verint in a $2B all-cash transaction and merge it with…
Sep 3
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Nicolas De Kouchkovsky
Fullcast positions itself to take on Sales Performance Management heavyweights
Fullcast just completed its third acquisition in 3 months.
Sep 1
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Nicolas De Kouchkovsky
August 2025
Vector Capital merges Bigtincan and Showpad
On the heels of taking Bigtincan private in April, Vector Capital Management is now acquiring Showpad to merge the two companies.
Aug 28
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Nicolas De Kouchkovsky
Clari and Salesloft Merger: What's next for the Revenue Orchestration market?
The Clari-Salesloft merger represents one of the most significant salestech transactions in recent years, and an important milestone for revenue…
Aug 12
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Nicolas De Kouchkovsky
Capacity’s quiet buying spree
Capacity just raised over $90M, bringing total funding to $155M in equity and debt to date.
Aug 10
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Nicolas De Kouchkovsky
Salesforce and ServiceNow co-invest $1.5B in Genesys
Genesys announced a massive investment from Salesforce and ServiceNow.
Aug 6
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Nicolas De Kouchkovsky
Five9 2Q25 Earnings: Unpacking the results and leadership changes
There’s plenty of news to discuss from Five9’s 2Q 2025 earnings call last week.
Aug 5
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Nicolas De Kouchkovsky
July 2025
Unpacking NiCE planned acquisition of Cognigy
NiCE’s planned acquisition of Cognigy, in a deal valuing the company at approximately $955M, isn’t just a game-changer for both companies; it’s a major…
Jul 28
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Nicolas De Kouchkovsky
RFP Automation deserves its own category
It’s time to make RFP Automation its own category.
Jul 24
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Nicolas De Kouchkovsky
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