“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 ...

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 ...

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 ...

AlixPartners' AI Disruption Score reveals SaaS facing a structural reset, impacting private equity as AI commoditizes software sectors.

Bitkom predicts a profound transformation of the software industry. AI agents are shifting the focus from working hours to measurable results.