Latest Insights

Google provides internet-related services, including search, advertising, cloud computing, AI platforms, and consumer hardware, monetized primarily through advertising and subscription revenue.

Akamai provides cloud computing, cybersecurity, and content delivery services through a globally distributed edge network.

Salesforce sells cloud-based software for sales, customer service, marketing, analytics, and data integration, and is now pushing AI agents that automate business workflows.

NetApp sells data storage hardware, software, and cloud services that help organizations manage, protect, and move data across on-premises and public cloud environments.

Microsoft sells cloud computing services (Azure), productivity software (Microsoft 365), business applications (Dynamics 365), professional networking (LinkedIn), gaming (Xbox), and hardware (Surface devices), with an increasing focus on embedding AI across all products.

IBM provides enterprise software, hybrid cloud platforms, AI solutions, IT infrastructure (mainframes, storage), and consulting services to large organizations and governments.