August 2020
Strategy
Technology
The fierce battle for the public cloud features three top tech titans – Amazon, Microsoft, and Google – in what will be a long and bruising competition for customers and revenue.
May 2020
Strategy
Technology
Featured
The video game industry is poised for another transformation as subscription services become more prevalent and interest in cloud-based gaming grows, according to Altman Solon’s 2020 International Consumer Gaming Survey.
May 2020
Strategy
Technology
Software firms transitioning to SaaS saw market capitalizations rise nearly 300% while revenues and margins remained mostly flat: These valuations seem hard to justify today, and will be harder to justify tomorrow.