Now past the halfway mark of the third quarter, we are quickly chewing through 2023. Soon it will be Disrupt season, and then we’ll head straight into the fourth quarter. […]
EC Cloud and Enterprise Infrastructure
Trending topics and news from the EC Cloud and Enterprise Infrastructure category
Back to news homeAs net retention plummets, AI could be the savior software companies need
New data shows that net retention at software companies has been halved in recent quarters, partially explaining the slowdown of revenue growth at tech firms. This isn’t wholly surprising, since […]
Microsoft and Alphabet’s results indicate the AI game is more of a long-term strategy
Alphabet and Microsoft’s quarterly results have sent their respective shares in opposite directions. Alphabet’s stock is up about 6% in morning trading, while Microsoft’s is off a little more than […]
Time for tech’s report card
What we’re looking for in the upcoming tech earnings cycle Alex Wilhelm 8 hours A lot of the world is busy digesting Twitter being rebranded to “X,” but more serious […]
As Apple reaches $3T, it’s time to shake up the Big Tech club
Today, Apple saw its market cap pass the $3 trillion threshold. The iPhone maker has reached that landmark before but has never managed to hang on to it through the […]
How one software company is beating the SaaS growth blues
The go-go days of software companies growing like crazy are now firmly behind us. Data indicates that public software companies have added fewer sources of annual recurring revenue (ARR) in […]
For startups, growth still trumps cloud cost control
There’s room for startups to cut their cloud costs, even if they have to balance the implicit costs of doing so, such as the time required and the potential for […]
For startups, how many clouds to use may be the wrong question to ask
Should early-stage startups pursue a single-cloud, multicloud or on-prem strategy when just starting out? Well, the simple answer to that question is just one cloud, but in the wake of […]
Alibaba’s cloud spin-off may serve as a good yardstick to value other major players
Chinese technology giant Alibaba is shaking up its corporate structure in a series of moves that will allow large pieces of its business to raise capital and potentially even go […]
Yeah, tech growth is slowing down
Shares of Amplitude, Airbnb and Twilio are down sharply this morning following their earnings results yesterday. It might seem odd to group these companies together given the different sectors they […]