Related Interviews

Magnificent Seven Could Continue to Dominate for a Long Time
December 14, 2023
Conley, Norm

AI Revolution Will Ultimately Benefit Data-Heavy Companies
December 14, 2023
Rao, Kishore

Counting on Digital Transformation to Continue to Buoy Tech Sector
July 29, 2021
Lambert, Paul

Quality Companies Are Best Positioned to Manage the Current Market
April 24, 2020
Romanoff, Dan

Finding Interesting Opportunities in Enterprise Software
April 05, 2019
Ward, Christopher

Convertible Bonds Set to Benefit from Late-Cycle Rally in Equities
June 15, 2018
Stonehouse, David

Better Purchasing Environment for Large Platform Companies
April 13, 2018
Roderick, Tom

Enterprises Increase Spend in Software Development and Analytics
April 07, 2017
Suri, Bhavan

Finding Upside Potential and Downside Protection in Convertibles
March 10, 2017
Stonehouse, David

Continued Cloud Migration and Shift of Economics Impact Software Space
June 03, 2016
Hedberg, Matt

Identifying Horizontal Plays with Technology Moats in Application Software
November 06, 2015
Suri, Bhavan

Enterprises Move Forward with Leading Cloud Vendors as the Next Platforms of Choice
November 06, 2015
Roderick, Tom

Software-Defined Data Centers Maximize Storage Capacity
September 26, 2014
Hedberg, Matt

Acceleration in Shift to the Cloud With Perceived Security and Reliability
May 30, 2014
Zukin, Alex

Large Paradigm Shifts in Software Within Cloud Computing and Data Centers
May 13, 2014
Hedberg, Matt

Transition Phase Drives Enterprise Application Software Growth
October 25, 2013
Zukin, Alex

Investing in Technology: Mobile, Security and Big Data
June 21, 2013
Glynn, John

Multiyear, Structural Trends In U.S. Software Elevate Stock Valuations
August 30, 2012
Lenschow, Raimo