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Latest — 03 Aug 2026

Big Tech Is Cutting Sales Teams to Fund AI. That's Your Signal

Q2 2026 earnings season handed sales teams a paradox. Microsoft grew Azure 39 percent year over year and reported a commercial backlog above $600 billion, yet its stock is down about a quarter on the year. Meta beat revenue estimates and still got punished after earnings missed on a legal

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Enterprise Spending Is Splitting in Two: Where the Money Went in Q2 2026

Two earnings calls this week told different stories. One reveals where enterprise budgets are going. The other reveals where they are not. On July 14, IBM reported Q2 revenue of $17.2 billion — below the $17.86 billion analysts expected. Its Infrastructure segment fell 7 percent year over year. Consulting

What Anthropic's $965 Billion Filing Reveals About Who Is Really Spending on AI

Anthropic filed its S-1 on June 1. The document is confidential, so the full financials are not on EDGAR yet. But enough data has leaked through the Series H disclosures, customer announcements, and compute contracts that you can already build a prospect list from it. Here is what the

How to Find Companies With Active AI Budgets Using Only Public Data

There is too much AI money in market right now to waste time on fake demand. Gartner says worldwide AI spending will reach $2.5 trillion in 2026, with AI infrastructure alone at $1.37 trillion. BCC Research says major technology companies are investing $650 billion annually in AI infrastructure.

How to Read an S-1 Filing Like a Sales Rep

2026 is shaping up to be the biggest AI IPO year on record. Yahoo Finance reported that SpaceX is targeting a June listing at a reported $1.75 trillion valuation and $75 billion raise, Anthropic has filed confidentially after a $965 billion private valuation, and OpenAI and Databricks are both

Selling Into European Accounts vs US Accounts: What Actually Changes

Most sales playbooks are written for US buyers. That is a problem if you are suddenly covering EMEA. The mistake is not “being less culturally aware.” The mistake is running a US motion against a European buying process that is slower, more formal, more procurement-heavy, and more legally constrained

How to Spot a Company That’s About to Switch Vendors Before They Announce It

Vendor switches are the best buying signal in B2B sales. Better than topic intent. Better than content consumption. Better than a pricing-page visit. Why? Because a company that is preparing to replace a tool already has pain, urgency, budget pressure, and an internal champion. The mistake most reps make

What Glassdoor Reviews Tell You That Press Releases Never Will

Every public source you usually check before a sales call was written by someone with an agenda. Press releases are written by PR. Earnings calls are managed by investor relations. Job posts are written to attract applicants. Glassdoor is different. It is the closest thing to a free wire tap

How to Use WARN Act Filings to Find Companies Ready to Buy

Most reps ignore WARN filings because they think layoffs mean a dead account. That’s backwards. A WARN notice usually shows up before the public narrative catches up. It gives you a 60-day window into a company that is actively restructuring. And restructuring is when teams change tools, budgets

What a Company’s Job Postings Reveal About Their Tech Stack

Job postings tell the truth technographic tools can’t. A company’s website might expose a few detectable scripts. A hiring manager trying to fill a role will tell candidates what they actually use, what they are rolling out, what they are fixing, and what they are standardizing. If you