Fears that software companies are facing an extinction event are exaggerated, but other dangers are real.

Infrastructure software companies (DTCR), (NQRPCI:IND) are outperforming as artificial intelligence disrupts traditional software businesses, according to Ben Reitzes, head of technology research at ...

At the center of most modern software businesses is the subscription model. Software-as-a-Service has become the dominant approach because it provides stability and predictability. Instead of relying ...

Enterprise software is a winner-take-all game, where also-rans are acquired or run out of business by a few dominant vendors that can lock in customers, demand their own price and grow at a ...

Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index for the past few months, and the big stock sell-off that followed last Wednesday’s earnings report has left ...

The economics of the software development business have always been kind of weird. Some things with software scale spectacularly, and some things scale very poorly. Pricing is always a challenge; it’s ...