The debate Kepler Cheuvreux set out in its note—“Is AI truly a boon for the entire IT industry, or could it also be a curse?”—captures a growing fault line across technology markets: enormous, record-breaking infrastructure and R&D spending is colliding with an unsettled monetization pathway and...
Former Parallo engineers Shaun Webber, Symon Thurlow and Jay Strydom have quietly reassembled to launch Spotto.ai, an AI-native Azure cloud optimisation platform aimed squarely at MSPs and SaaS teams wrestling with runaway cloud bills and fragmented operations. (reseller.co.nz, spotto.app)...
Microsoft’s position in the software industry today is defined by a rare combination of enormous scale, accelerating cloud-and-AI revenue, and a conservative balance sheet — a profile that helps explain why the company is being valued like a growth platform even as some headline ratios appear...
Microsoft’s scale and cash-generation power remain the dominant story in the software sector, but automated peer snapshots—like the Benzinga table under review—both illuminate and obscure the real picture: Microsoft is simultaneously a lower‑multiple, fortress‑balance‑sheet giant and a...
Microsoft’s position in the software industry is defined less by a single product than by a trio of connected businesses — Productivity & Business Processes, Intelligent Cloud, and More Personal Computing — and the recent Benzinga snapshot comparing Microsoft to an eclectic peer group makes that...
Board’s Enterprise Planning Platform has been recognized as a Microsoft Solutions Partner with the Certified Software for Azure designation, a formal nod that the company’s SaaS planning suite meets Microsoft’s technical and marketplace readiness standards for Azure-deployed enterprise software...
Board’s Enterprise Planning Platform has secured the Microsoft Solutions Partner designation with Certified Software for Azure, a certification that positions the vendor squarely within Microsoft’s commercial ecosystem and signals that its SaaS planning suite has met a defined set of technical...
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azure
azure marketplace
board
certified software for azure
cloud governance
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cost management
data residency
enterprise planning
identity and access management
microsoft solutions partner
rbac
saas
sso
The market’s obsession with a tight cluster of AI-exposed mega-cap stocks has shifted from curiosity to conviction, and in the latest earnings cycle that conviction was tested — sometimes rewarded, sometimes exposed — as Nvidia, Microsoft, Amazon and Tesla produced results that crystallize both...
ai infrastructure
ai stocks
amazon
artificial intelligence
capital expenditure
cloud computing
concentration risk
data center
gpu
hyperscale
magnificent seven
microsoft
nvidia
portfolio diversification
regulation risk
saas
tesla
valuation
An unmistakable shift is reshaping the SaaS landscape as organizations around the world rethink their digital toolkits, prioritizing efficiency and consolidation over sheer quantity. In a year marked by economic headwinds and growing demands for operational simplicity, companies are scrutinizing...
Altizon Inc., a global leader in Digital Factory SaaS, has unveiled the APEX Alliance (Altizon Partner EXcellence Alliance), a new reseller and channel program designed to assist industrial and operational technology (OT) solution providers in building profitable AI businesses on Microsoft...
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automation
azure
azure marketplace
channel partner program
data integration
digital factory
factory analytics
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industrial iot
manufacturing technology
microsoft azure
multi-industry solutions
ot solutions
partner enablement
saas
smart manufacturing
Altizon Inc., a leader in Digital Factory Software-as-a-Service (SaaS), has recently unveiled the APEX Alliance, a strategic reseller and channel program aimed at empowering industrial and operational technology (OT) solution providers to build profitable AI businesses on Microsoft Azure.
This...
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automation
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ot solutions
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supply chain optimization
Navigating the turbulent landscape of modern technology giants, Microsoft stands out as a company that seems almost perennially underestimated—and yet, repeatedly asserts its capacity for reinvention and expansion. Examining the fundamental question posed by recent investment commentary—Why does...
In an era where data-driven decision-making underpins the strategic direction of most organizations, infrastructure choices can make or break digital transformation efforts. Cloud computing has ushered in a new age of possibility, yet the challenges of distributed data management, operational...
PingCAP's recent collaboration with Microsoft Azure marks a significant milestone in the evolution of distributed SQL databases, particularly with the introduction of TiDB Cloud Dedicated in public preview on Azure. This partnership aims to provide enterprises with a robust, scalable, and fully...
Greater Wellington Regional Council (GWRC) is embarking on a transformative journey to modernize its IT infrastructure, turning to Microsoft Azure cloud enablement as the centerpiece of its strategy. The Council, which governs the greater Wellington region in New Zealand, has announced a tender...
automation
azure cloud
bot model
cloud adoption
cloud computing
cloud migration
cloud native
containerization
digital services
digital transformation
it infrastructure
it strategy
managed services
new zealand it
operational resilience
public sector innovation
public sector it
saas
staff upskilling
technology modernization
In a technology landscape brimming with innovation, disruption, and relentless competition, Microsoft finds itself constantly measured against an array of peers vying for dominance in the lucrative software sector. For investors, IT leaders, and enthusiasts alike, understanding how Microsoft...
In the rapidly evolving business and productivity software landscape of Australia, a handful of established brands continue to outpace the competition, both in terms of user engagement and technological innovation. As Q4 2024 drew to a close, Sensor Tower’s in-depth analytics painted a...
ai in productivity
app engagement
app marketing
australian business
cloud computing
collaboration tools
cybersecurity
data privacy
digital transformation
enterprise software
gmail
google workspace
market disruption
market trends
microsoft 365
productivity software
remote work
saas
user growth
web analytics
The business of managed services has inexorably shifted in recent years, pushed onward by a tidal wave of digital transformation among small to midsized businesses (SMBs) and an equally rapid escalation of cybersecurity threats. Amid this shifting landscape, the partnership of ConnectWise with...
Microsoft’s long-standing dominance in the productivity suite market has yet again come under regulatory scrutiny, this time over concerns about the bundling of its Teams collaboration platform with Office 365 and Microsoft 365 suites. This challenge, catalyzed by complaints from competitors...
antitrust
cloud collaboration
competition law
data portability
digital regulation
enterprise software
european union
interoperability
market competition
market dominance
market fairness
microsoft
microsoft teams
office 365
regulatory compliance
saas
software bundling
tech ecosystem
tech industry
As European regulators intensify their scrutiny of Big Tech’s influence on the digital marketplace, Microsoft’s recent decision to unbundle its popular Teams collaboration platform from Office 365 and Microsoft 365 suites marks a significant, calculated response that could reverberate through...
antitrust
cloud computing
cloud data sovereignty
cloud productivity
competitive innovation
data portability
digital collaboration
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eu antitrust
eu regulation
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market competition
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microsoft
microsoft 365
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software unbundling
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technology competition