Software model transitions from perpetual license to subscriptions are not new to investors, so we think the path should generally not surprise too much over the next couple years. We also think the ...

F5 is a financially sound firm, in our opinion. The company has a strong balance sheet, has solidly generated strong free cash flow, and possesses a war chest of cash. As of the end of fiscal 2024, F5 ...

The Competition and Markets Authority, or CMA, published its findings today. The investigation could lead the regulator to ...

The cloud-first software industry is revolutionizing business operations with scalable and innovative solutions. Amid this ...

Cloud services provider Cloudflare (NET) is rallying 8% today after Truist, a bank, raised its price target on NET stock. Why ...

DeepSeek removes cost barriers to AI training, opening the door to much broader adoption and competition in the IT ...

The Competition and Markets Authority (CMA) has today published the "provisional findings" of their investigation into the UK’s public cloud infrastructure ...

The UK's Competition and Markets Authority (CMA) has released its provisional findings for its cloud services market ...

Hugging Face's new Inference Providers feature is designed to make it easier for devs to run AI models using the hardware of ...

An independent inquiry report has told the UK’s competition watchdog to consider investigating AWS and Microsoft’s cloud ...