EC Cloud and Enterprise Infrastructure

It appears emerging price points for AI-powered software products will boost the total addressable market for technology products and help reaccelerate growth at tech companies big and small.

Everbridge’s deal shows that startups shouldn’t expect their valuations to be salvaged that much by cash generation if their growth is all but zero.

Despite all the enthusiasm, there’s a niggling detail that deserves our attention: AI startups often have worse economics than most software startups.

There was a lot to talk about this year, and investors and founders sure did share their thoughts freely with us in our surveys.

A critical cohort of tech firms has regained the value it lost after the summer rally, setting the stage for a stronger IPO cycle in early 2024.

The software market isn’t exactly suffering, so why are some enterprise software vendors trading so cheaply? The answer is more obvious than you’d think.

Here’s a rundown of the key names reporting third-quarter results this week and what we might learn from them.

The startup’s solution takes over where project proposal software leaves off, from the first site visit until the solar array is running and on the grid.

As the American economy posts impressive growth, we take a look at how much money Big Tech companies raked in from advertising in Q3.

The product needs to be great, but without sales, the business doesn’t generate those nosebleed valuations.

Tech companies are getting the hang of making money, or at least they’re losing far less than they used to when money was cheap and “growth” was sexy.

Here are some best practice takeaways you can consider to help ensure your cloud transformation is successful across every metric

Are startups facing an insurmountable hurdle when it comes to leveraging LLMs and related technologies as effectively as their larger rivals?

From pricing new add-ons outright and raising prices for bundled offerings to simply getting an edge in negotiations, AI opens up a host of pricing strategies.

After going on about tech IPOs and the ongoing drought for so long, I would like a change in theme, one driven by SEC filings and data.

There could be good news just around the corner, provided services with generative AI become as powerful as expected, and are as in demand as hoped.

‘There would be all this pressure to go public, but then there wouldn’t be an appetite for it. And so [it would] be harder to get out.’

Monday.com is continuing its streak of quick growth following its IPO. In addition to reporting a 42% rise in its revenue for the second quarter of 2023, the cloud-based platform…

As your product matures, molding existing architectures to accommodate demands from the growing user base becomes difficult.

Alphabet and Microsoft’s results clearly indicate that the costs are high if you want to stay on the leaderboard in the modern AI arena.

With Alphabet and Microsoft reporting their quarterly results today, there’s going to be a lot of scrutiny on the ability of their investments in new AI tech to drive growth.

The yardstick for measuring performance has changed, but changing startup performance standards mean that we need a new baseline for ‘fast growth.’

The market allowed tech companies to be unprofitable for a while and that era is now ending. But the matter is more nuanced if you think more long term.

While Apple’s ascent to this milestone is notable, there’s been a greater reshuffling in the ranks of the biggest tech stocks.

Samsara, which went public in late 2021, recently proved that it is still possible to expand fast and hold on to value.