Blog
Inside SAP’s Q3 2025: Strong Cloud Growth, AI Push, and Pricing Power Plays
SAP delivered a solid third quarter, underscored by continued momentum in its cloud business and accelerating AI traction. CEO Christian Klein opened the earnings call […]
A Hidden Renewal Clause That Could Quietly Inflate Your SaaS Costs
A new trend is surfacing in SaaS contracts that could have a major impact on your renewal pricing if you’re not paying close attention. Renewal […]
AI and the Future of Managed Services Contracts: Lessons from MSP Earnings Calls
“AI is no longer a niche. It’s becoming essential to how businesses operate at scale…we see AI as a force reshaping industry and amplifying human […]
M&A in 2025: Prey or Potential for IT?
Introductions M&A activity is heating up in 2025. Pharma giants are racing to shore up pipelines, energy companies are doubling down on scale, and industrial […]
From Announcements to Acquisitions: How Workday’s AI Strategy Should Shape Your Negotiation Approach
Workday has made a series of acquisitions aimed at accelerating its AI capabilities. The most recent acquisitions include Sana, Flowise, and Paradox. These deals, along […]
Oracle’s AI Strategy: From Training to Enterprise-Wide Intelligence
Artificial intelligence is driving the next great technology wave, and enterprises are racing to capture its value. While many cloud providers focus narrowly on GPUs […]
Zimmer Biomet’s $172M ERP Lawsuit Against Deloitte: Disaster, Disclosure, and Investor Risk
Zimmer Biomet, a global medical device company with revenues of $8B a year, just sued Deloitte over its SAP S/4 program, calling the rollout a […]
Breaking Down the Mystery Behind ServiceNow Now Assist: Understanding Consumption-Based Licensing
ServiceNow let the numbers do the talking on its latest Q2 earnings call. According to President and CFO, Gina Mastantuono, “Q2 was a spectacular quarter […]
SaaS Price Increases: What If Vendors Only Charged More When You Got More?
Price increases are one of the most common and frustrating challenges enterprises face when managing their cloud software portfolio and the various SaaS subscription agreements […]
State of the SI Market 2025: The Race to Lead in AI-Enabled Consulting
The SI market is undergoing a dynamic shift, driven by strong enterprise demand for digital transformation and rapid advancements in Generative AI. Industry leaders like […]