cloud services

Latest news and analysis on cloud services

Rapid Fire

3 long-term themes that underpin the "Fourth Industrial Revolution"

Often regarded as investor enemy number #1, uncertainty and volatility are key drivers of the short-term thinking that is so dominant in the retail market currently. ...
Glenn Freeman
Livewire Markets
Investment Theme

Cloud computing – the next tech revolution?

The adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web. Given ongoing...
Blair Modica
Blair Modica
Betashares
Investment Theme

A $57 billion trend

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...
Joohee An
Joohee An
Mirae Asset Management
Expert Insights

Could Alibaba be set for a re-rate?

In recent years, a big part of Amazon’s share price gains have been attributable to the massive success of Amazon Web Services (AWS), Amazon’s cloud computing...
Livewire Exclusive
Livewire Markets

NextDC: The Coming Of Age Of A Cloud Infra Story

NXT
+1
Rudi Filapek-Vandyck
FNArena

Adapt or perish: Dealing with disruption

SUN
+1
Livewire Exclusive
Livewire Markets

New Listing: FirstWave Cloud Technology Limited FCT.ASX - Friday 20 May

Thomas Schoenmaker
Alpine Capital

iSentia (ASX: ISD) is a really interesting business that debuted on the ASX on Wednesday, and closed up +19 per cent from its listing price

Roger Montgomery
Montgomery Investment Management
8