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Your Prospect Just Raised $100 Million. Here's What to Do Next.

On Friday, August 21, 2026, the AI ERP company Rillet closed a $100 million Series C at a $1 billion valuation. The round took less than 48 hours. ICONIQ led it, with Sequoia, a16z, Bain Capital Ventures and a half dozen other top funds joining. Most sales reps read that

How M&A Creates Sales Windows Most Reps Miss

If you sell software, the biggest story of this summer was not a product launch. It was a rumor. On August 13, Reuters reported that Silver Lake was in talks to take Workday private in what would rank among the largest software buyouts in history. Workday shares jumped as much

How to Read Q2 2026 Earnings Calls for Buying Signals

Q2 2026 earnings season just wrapped up. Over the past three weeks every major software company told its investors what real demand looks like right now, in its own words. Most sales teams read the press release and move on to the next task. That is a mistake. The transcript

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

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