October 14, 2026 Theme Survey Software Sector: SailPoint Adds AI ARR, Renewal Cautions Persist October 9, 2026 Industry Earnings Roundup Aci Lifts 2026 Guidance as Software Demand Stays Positive September 28, 2026 QBook Stronger demand supports expansion as pricing diverges September 18, 2026 Theme Survey Rubrik's 48% Cloud ARR Surge Leads Diverging Software Sector Growth