---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39995847.md"
description: "The enterprise software sector was generally strong today 🤔SAP rose 2.6%, with the proportion of cloud revenue continuing to expand, showing resilience in pricing power during the AI transition period.Palo Alto and CrowdStrike rose 1.7% respectively. The demand growth logic for the cybersecurity track has not been shaken by tariff impacts, and the market share of leading vendors continues to concentrate.Datadog rose 2%. The new AI observability product is gradually scaling up, and subscription data is worth tracking.Zoom fell 2.6%, showing a clear divergence against the backdrop of the other four stocks rising. There are no signs of easing competitive pressure in video conferencing 😔"
datetime: "2026-04-17T11:45:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39995847.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39995847.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39995847.md)
author: "[涨了再说](https://longbridge.com/en/profiles/26445796.md)"
generator: "portal-rs"
---

# The enterprise software sector was generally stron…


### Related Stocks

- [SAP.US](https://longbridge.com/en/quote/SAP.US.md)
- [ALTO.US](https://longbridge.com/en/quote/ALTO.US.md)
- [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md)
- [DDOG.US](https://longbridge.com/en/quote/DDOG.US.md)
- [ZM.US](https://longbridge.com/en/quote/ZM.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**