Search results for Thoma Bravo
AI & Enterprise
Commvault reviews sale options after receiving bids
Data protection and recovery company Commvault is considering a sale after receiving multiple acquisition proposals, Reuters reported on April 14, citing sources. Commvault has hired Goldman Sachs as adviser and is reviewing its options. Private equity firms and strategic investors have shown interest, and Thoma Bravo has made an offer, the report said. Timing and size of bids were not disclosed. Commvault has a market value of about $3.5 billion.
AI & Enterprise
OpenAI\'s 17.5 percent return guarantee fuels debate over sustainability
OpenAI is pursuing a structure that guarantees private equity investors a 17.5 percent annual return, widening debate over whether it is sustainable. Some market figures warn the fixed return resembles past crypto projects such as Terra’s Anchor Protocol, which promised 19 to 20 percent before collapsing. Critics also cite OpenAI’s expected 2026 loss despite strong revenue growth. Others argue OpenAI has real customers and API-based revenue, unlike Terra.
AI & Enterprise
Reality behind AI-driven crisis fears for software companies
Software shares are struggling even as AI becomes a key theme in equity markets, reflecting worries that AI could fundamentally reshape the software industry. Major companies including Salesforce, Adobe and ServiceNow have fallen at least 30 percent since early last year, and a smaller-software S&P index is down more than 20 percent. Investors remain focused on AI firms, while analysts debate whether risks to software companies are exaggerated or real.