“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 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 ...

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

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 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 ...

Software stocks had a brutal week, aside from a Friday rally, extending what has been a rough year for the industry. I touched base with our tech columnist, Ali Barr, the best I know on AI business ...

Digital transformation in business involves using new technologies like artificial intelligence and cloud computing to drive growth, streamline operations and increase competitive edge. Its impact can ...

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 ...

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.

For much of the decade after the great financial crisis, the software trade was among the simplest and most profitable calls on Wall Street: buy scalable software franchises priced for high recurring ...