saas

  1. AI in IT: Boon or Curse? Winners, Losers & Investment Dilemma

    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...
  2. Spotto.ai: AI-powered Azure cloud optimisation for MSPs and SaaS teams

    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)...
  3. Microsoft's Cloud-AI Momentum: Scale, Valuation, and AI Monetization (2025)

    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...
  4. Microsoft: Scale, AI Monetization, and Cloud Valuation Dynamics

    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...
  5. Microsoft: Hyperscale Cloud, Copilot AI Momentum, and Cash-Rich Resilience

    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...
  6. Board Enterprise Planning Platform Earns Microsoft Solutions Partner Azure-Certified Software

    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...
  7. Board Achieves Microsoft Solutions Partner Status with Certified Software for Azure

    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...
  8. AI Concentration in Magnificent Seven: Risks and Rewards for Investors

    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...
  9. 2025 SaaS Trends: Consolidation, Efficiency, and the Rise of All-in-One Platforms

    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...
  10. Altizon Launches APEX Alliance to Accelerate Industrial AI on Microsoft Azure

    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...
  11. Altizon Unveils APEX Alliance to Accelerate Industrial AI on Microsoft Azure

    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...
  12. Why Microsoft (MSFT) Still Has Room for Growth: Strategic Insights and Future Outlook

    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...
  13. PingCAP and Microsoft Azure Launch TiDB Cloud Dedicated for Scalable Distributed SQL

    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...
  14. PingCAP and Microsoft Azure Launch TiDB Cloud Dedicated for Scalable Distributed SQL

    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...
  15. GWRC's Cloud Transformation: Building a Modern Azure Ecosystem for Public Sector Innovation

    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...
  16. Microsoft’s Dominance in the Software Industry: Competition, Strengths, and Risks

    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...
  17. Australia Q4 2024 Productivity Software Leaders: Microsoft 365, Gmail & Google Workspace Insights

    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...
  18. ConnectWise, Microsoft, Pax8 Launch Unified Managed Services Platform for SMB Security & Efficiency

    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...
  19. EU Antitrust Challenge Forces Microsoft to Unbundle Teams from Office 365

    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...
  20. Microsoft Unbundles Teams from Office Suites: EU Regulatory Push for Fair Competition

    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...