SaaS

The European software-as-a-service (SaaS) sector, long considered a reliable bastion for investors seeking a blend of technology-driven growth and predictable cash flows, is now navigating a period of profound recalibration. This transformative shift is being driven by the rapid proliferation of

The Shaky Foundations of Modern Data Stacks The intricate web of global business operations, heavily reliant on the seamless performance of cloud data platforms, has recently been torn asunder by a series of high-profile service failures. In the modern enterprise, these platforms are not just a

The North Atlantic Treaty Organization is currently engaged in a strategic and urgent campaign to forge its own sovereign cloud capabilities, a mission described as an existential imperative for maintaining its defensive credibility and future relevance on the global stage. This profound digital

With an impressive track record evaluating cloud providers and their technology stacks, Maryanne Baines is an authority on the intricate dynamics of the enterprise software market. We sat down with her to unpack ServiceNow’s recent strategic moves, which have placed it in a direct competitive

In a landmark move poised to reshape the landscape of IT and security operations, ServiceNow is reportedly nearing a monumental $7.1 billion acquisition of asset visibility and security firm Armis. This strategic acquisition represents a deliberate and aggressive push to provide customers with a

The U.S. software and Software-as-a-Service stock sector is navigating a profound transformation where the initial euphoria surrounding artificial intelligence has given way to a new era of intense investor scrutiny. While a recent interest rate cut by the Federal Reserve has provided a supportive