The business model of technology and software providers has changed significantly over the last decade, reflecting how digital services are now consumed and valued. What was once built around selling ...

“It is now very clear that the software we’ve known for 20 years is not going to be fine, unless it adapts,” analysts at ...

For decades, the enterprise technology industry operated on a simple principle: software companies built products, and ...

The rise of autonomous AI agents in enterprise IT is fundamentally challenging the established business and revenue models of the software industry. A recent Bitkom study shows how value creation is ...

The market is undergoing a significant platform shift, rewriting software business models in real-time. This transition is causing investor apprehension about software multiples, as the predictability ...

The economics of the software development business have always been kind of weird. Some things with software scale spectacularly, and some things scale very poorly. Pricing is always a challenge; it’s ...

Salesforce (CRM) looks undervalued at ~11x trailing FCF after a $24.8B buyback; see scenario-based return outlook, downside ...

Large language models are advancing rapidly, delivering AI agents and enabling the creation of lightweight, task-specific applications in days rather than months. Market concerns have manifested in ...

AlixPartners' AI Disruption Score reveals SaaS facing a structural reset, impacting private equity as AI commoditizes software sectors.

The same technology that once powered a wave of optimism across Wall Street is now beginning to turn the pressure back on the very companies that built it. Artificial intelligence (AI), once seen ...

It’s tough to cheer for a company with $46 billion in revenue, the monopoly power to dictate technology, and net profit margins consistently north of 30%. Microsoft doesn’t make friends easily.