cloud computing

We’ve put small-cap stocks under the microscope in recent days, after asking a handful of Australian fund managers how they find the best-performing, most resilient...

The pace of innovation in the modern world is now turbo-charged. In today’s internet age, groundbreaking innovations create global shifts. All markets are subject to...

COVID-19 has caused unprecedented and widespread disruption, including to the long perceived safe haven sectors of infrastructure and healthcare. Against this back...

Global network provider Megaport (ASX:MP1) has been a key beneficiary of the shift to working from home, connecting organisations to the cloud, getting an extra kick...

The cloud computing ecosystem includes Infrastructure-as-a-Service (IaaS) and Software-as-a-service (SaaS). IaaS is a form of cloud computing that provides virtual...

The COVID-19 outbreak at the beginning of this year was unexpected, yet the opportunity it has brought to the cloud computing industry is also unprecedented.The...

The jaw-dropping economic data keeps rolling in, with massive falls in GDP and huge surges in unemployment across the major economies painting a truly desperate...

Enterprise software is in the midst of a structural shift toward cloud-enabled platforms. In-house systems, localised IT teams, unsupported third-party software, and...

The story behind our investment in Xero starts back in 2001 when I first came across a small business accounting software company called MYOB. What caught my attention...

Amazon, Microsoft and Oracle may be familiar names for investors playing the cloud computing megatrend. But there’s a special cluster of small-cap ASX companies...