https://k4i.com/tags/enterprise-software/ Recent content in Enterprise Software on k4i.com Hugo en-us Sat, 20 Jun 2026 00:00:00 +0000 https://k4i.com/why-crm-now-team-and-mndy-keep-falling-while-the-sp-500-and-nasdaq-hit-record-highs/ Sat, 20 Jun 2026 00:00:00 +0000 https://k4i.com/why-crm-now-team-and-mndy-keep-falling-while-the-sp-500-and-nasdaq-hit-record-highs/ <p>The headline numbers describe a bull market. The S&amp;P 500 trades near 7,400, the Nasdaq Composite sits above 25,000, and the Dow closed at a fresh record above 51,500 earlier this month. By the only measure most people check, 2026 has been a good year to own stocks.</p> <p>Now look inside the index. Salesforce is down roughly 31% on the year. ServiceNow is off about a third. Atlassian has lost close to 28%, and Monday.com has been cut nearly in half. Four enterprise software franchises, all growing revenue at double-digit rates, are bleeding while the averages that contain them print all-time highs. This is not noise. It is the defining feature of the 2026 tape, and it has a cause.</p>