My bullish thesis on Microsoft hasn't played out well, with Azure growth and ARPU pricing tailwinds not meeting expectations. Azure faces supply constraints and likely market share loss, and MSFT's ...
Microsoft has announced that SCOM Management Packs for SSRS, PBIRS, and SSAS will reach End of Support in January 2027, forcing enterprise migration to Azure Monitor.
Amazon Web Services (AWS) and Microsoft Azure are two of the leading cloud computing providers in today's landscape. Both ...
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