“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 ...

Salesforce (CRM) looks undervalued at ~11x trailing FCF after a $24.8B buyback; see scenario-based return outlook, downside ...

For decades, the enterprise technology industry operated on a simple principle: software companies built products, and ...

First to report that Blackstone Energy Transition Partners is buying Dresser Utility Solutions, a provider of natural gas 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 ...

The same technology that once powered a wave of optimism across Wall Street is now beginning to turn the pressure back on the very companies that built it. Artificial intelligence (AI), once seen ...

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 ...

Digital transformation in business involves using new technologies like artificial intelligence and cloud computing to drive growth, streamline operations and increase competitive edge. Its impact can ...

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