This guide breaks down subscription commerce, including models, pricing strategies, tech stack, fulfillment realities, and retention tactics.
The sector is selling off sharply, taking tech and the broader market down with it. The iShares Expanded Tech-Software ETF (IGV) is down more than 5%.
Capital expenditures hit $37.5 billion while Azure grew 38%, slightly slower sequentially, sending shares down about 7% after earnings.
Guidance for 2026 was introduced at 19.5% to 20% subscription revenue growth, compared to raised 2025 guidance in Q3. The new ...
Microsoft suggests that your view of the company's OpenAI revenue concentration is a matter of how you look at things. An analyst pointed out that 45% of the company's backlog now relates to OpenAI.
But shares slid Wednesday evening as Azure failed to deliver meaningful growth upside. In-line guidance did little to change ...
ServiceNow forecast annual subscription revenue above Wall Street estimates on Wednesday, signaling strong demand for its artificial intelligence-powered software products.
While Microsoft's stock reaction would suggest otherwise, Emarketer analyst Jeremy Goldman thought the latest quarter "did ...
See how three organizations strengthen security and accelerate AI innovation with Microsoft’s family of security products.
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth-quarter 2025 investor ...
An Azure Developer CLI (azd) template using Bicep that shows multiple ways to call OAuth-protected backend APIs through Azure API Management. This template demonstrates three authentication scenarios: ...
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