Microsoft beat earnings expectations with 39% Azure growth & $10b+ AI run rate, but stock fell 11%. Why did accelerating CapEx & OpenAI dependency spook investors?
AI coding assistants have rewritten distribution rules overnight, but negative margin economics threaten sustainability. Here's how enterprise revenue concentration offers a path forward.
Explore how ServiceNow achieved 1600% better lead conversion using AI, and what this signals for the future of enterprise SaaS consolidation and sales.
Analyze post-election market trends: Crypto surges up to 324% while SaaS multiples remain flat. Key insights on IPO outlook and growth drivers in tech markets.
Discover why lifetime value metrics matter again in SaaS: New data shows 5% NDR drops and 44-month payback periods reshaping growth strategies in 2024.
Discover where AI budgets are coming from: 41% new spend vs 35% existing software. Key data on how companies are funding their AI transformation in 2024.
Analyzing the SaaS market decline: Public software growth rates have halved, yet total revenue grew 4.8x to $592B. Key metrics for founders & investors.
Explore how AI companies valuations compare to traditional software firms, analyzing key metrics like revenue growth, sales efficiency, and profitability multiples.
Analyze how AI drives cloud market shifts, with 1% share changes worth $5B in market cap. Key data on Azure vs AWS battle for enterprise AI dominance.
Explore why SaaS companies' true gross margins may be 47% vs 72% when R&D costs are factored in. Key insights on software business profitability metrics.
