Oracle faces balanced risk/reward at a $145 target, with strong AI growth and a $130B backlog offset by near-term headwinds.

Discover Booz Allen's strong Q4 2025 results, with 12% EBITDA growth, a civil business reset, and 30% AI expansion.

Service level agreements (SLAs) are also something that differ between MSPs and SAP' Rise. While MSPs tend to offer an SLA ...

We came across a bullish thesis on SAP SE (SAP) on Substack by FluentInQuality. In this article, we will summarize the bulls’ thesis on SAP.

Officials said they expect the backlog and other glitches to be cleared as they continue the migration of all agencies to the new system. Birn said the goal is to migrate all agencies to the new s ...

Agilysys Inc (AGYS) reports its 13th consecutive record revenue quarter, driven by strong subscription growth, while facing challenges in legacy migrations and international sales volatility.

Against this dynamic backdrop, let’s look at 10 Overlooked Tech Stocks to Buy Now, which are not only ready to capitalize on ...

Many companies adopt product ways of working but keep outdated funding. Modernize your approach to empower teams and drive ...

Cloud computing and online retail behemoth ... Brent Thill (Jefferies): Asked about AWS backlog and enterprise migration trends; management reported a $189 billion backlog and described renewed ...

Economic factors, including interest rate uncertainty and fluctuating bond yields, cloud the ... standout in-migration, could gain in appeal,” Marcus said. “Meanwhile, the backlog of approved ...

Revenue of $1.13 Billion, down 9.4% YoY as Reported and up 4.0% YoY in Pro Forma(1) Constant Currency(2) 12-Month Backlog ... in cloud. Amdocs has won a deal to facilitate the migration of both ...