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Microsoft Q2 Fiscal Year 2025 Earnings Deep Dive.

Microsoft Q2 Fiscal Year 2025 Earnings Deep Dive.

Microsoft Q2 Fiscal Year 2025 Earnings Deep Dive.

Microsoft presented solid earnings after the bell on Thursday, January 30th. We dove a bit deeper in to the numbers and the full transcript.

Michiel van Vliet

Feb 54 min read

Profiting from insider information

Profiting from insider information

Profiting from insider information

Maximize ISV success with insider knowledge of hyperscaler resources—unlock hidden tech, sales, and marketing gems. #ISVgrowth #hyperscaler

Apr 24, 20243 min read

Private Equity, ISV's and the Technology opportunity - An introduction

Private Equity, ISV's and the Technology opportunity - An introduction

Private Equity, ISV's and the Technology opportunity - An introduction

Want to understand Private Equity and specifically the technology priorities for Investors?

Apr 16, 20241 min read

How to create the 'Cloud Transformation' Flywheel?

How to create the 'Cloud Transformation' Flywheel?

How to create the 'Cloud Transformation' Flywheel?

Cloud Transformation has proven to be a potent catalyst within the software industry, but private equity-owned software firms have been...

Michiel van Vliet

Sep 17, 20232 min read

The PE Opportunity: Cloud is much bigger than a TCO proposition

The PE Opportunity: Cloud is much bigger than a TCO proposition

The PE Opportunity: Cloud is much bigger than a TCO proposition

In this blog we explore the larger, and often not considered, value proposition of Cloud within Private Equity holdings.

Jun 8, 20231 min read

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