Goldman Sachs Analyst on Adobe’s Next CEO, Docusign CEO on Product Roadmap, Oracle Results Preview

<p>Goldman Sachs&#39; Gabriela Borges talks with TITV Host Akash Pasricha about software earnings season, Adobe’s new CEO, and potential M&amp;A in the SaaS sector. We also talk with Netskope CEO Sanjay Beri about AI cybersecurity growth and OpenAI&#39;s Hugging Face incident, DocuSign CEO Allan Thygesen about AI agents executing contracts, and we get into Microsoft’s Azure disclosures and Apple&#39;s upcoming foldable iPhone with The Information’s Co-Executive Editor Martin Peers.</p><p><br></p><p>Articles discussed on this episode: </p><p><a href="https://www.theinformation.com/articles/nvidias-new-sales-chief-anthropics-mega-ipo-12-things-matter-tech-fall"><u>https://www.theinformation.com/articles/nvidias-new-sales-chief-anthropics-mega-ipo-12-things-matter-tech-fall</u></a></p><p>Subscribe: </p><ul><li><p>YouTube:<a href="https://www.youtube.com/@theinformation"> <u>https://www.youtube.com/@theinformation</u></a> </p></li><li><p>The Information:<a href="https://www.theinformation.com/subscribe_h"> <u>https://www.theinformation.com/subscribe_h</u></a></p></li></ul><p>Sign up for the AI Agenda newsletter:<a href="https://www.theinformation.com/features/ai-agenda"> <u>https://www.theinformation.com/features/ai-agenda</u></a></p><p>TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p>Follow us:</p><p>X: <a href="https://x.com/theinformation"><u>https://x.com/theinformation</u></a>IG: <a href="https://www.instagram.com/theinformation/"><u>https://www.instagram.com/theinformation/</u></a></p><p>TikTok: <a href="https://www.tiktok.com/@titv.theinformation"><u>https://www.tiktok.com/@titv.theinformation</u></a></p><p>LinkedIn: <a href="https://www.linkedin.com/company/theinformation/"><u>https://www.linkedin.com/company/theinformation/</u></a></p><p><strong>Chapters:</strong></p><p><strong>00:00 - Introduction</strong></p><p><strong>00:01 - Adobe&#39;s New CEO &amp; Software Earnings Lessons</strong></p><p><strong>00:13 - Netskope Sales Grow 29% as AI Security Expands</strong></p><p><strong>00:23 - DocuSign CEO Allan Thygesen on AI Agent Workflows</strong></p><p><strong>00:33 - Microsoft Azure Disclosures &amp; Apple Foldable iPhone Preview</strong></p><p><br></p>