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Nov 15, 2025

GXO Logistics & DHL Supply Chain: CEO Transition, Automation Bottlenecks, and M&A Playbook

Former VP, Life Sciences & Healthcare at DHL Supply Chain

IP Interview

GXO Logistics•US•Mid CapDHLUnited Parcel ServiceFedExManhattan AssociatesBlue YonderSap SeOracleSwitching CostsPhysical Infra & NetworksB2B SoftwareIndustrialsInformation Technology

Oct 17, 2025

Thryv: SMB Data Advantage & Keap-Driven Expansion

Former EVP at Vendasta

Partner Interview

Thryv•US•Small CapYextHubSpotSalesforceMicrosoftGoogleIntuitOracleGoDaddySwitching CostsNetwork EffectsB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology

Oct 16, 2025

Gartner: Seat Strategy & Multi-Year Retention

Former Vice President of Sales Operations & Strategy at Gartner

Partner Interview

Gartner•US•Large CapMicrosoftSalesforceAccentureOracleSwitching CostsPhysical Infra & NetworksB2B SoftwareB2B MiddlemenInformation Technology

Oct 7, 2025

Dayforce: Single-Platform & Single Code Advantage

Former VP at Dayforce

Partner Interview

Dayforce•US•Large CapWorkdayUKGSap SeOraclePaycom SoftwarePaycor HCMPaychexPaylocitySalesforceSwitching CostsB2B SoftwareIndustrialsInformation Technology

Jul 27, 2025

Oracle: Lift & Shift Legacy Workloads

Current Oracle Partner at Deloitte

Partner Interview

Oracle•US•Mega CapMicrosoftGoogleNVIDIASAPAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

Jul 13, 2025

AWS: Data Center Regional Economics

Former Capacity Planning Director at AWS

Partner Interview

MicrosoftGoogleNVIDIAOracleAmazonMicrosoftGoogleNVIDIAOracleAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesB2B SoftwareVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

Jul 7, 2025

PAR Technology: POS Disruption & Owning the Consumer Relationship

Former VP at PAR Technology

Partner Interview

PARNCR Voyix CorporationToastOloSodexoOraclePARNCR Voyix CorporationToastOloSodexoOracleSwitching CostsB2B SoftwareInformation TechnologyFinancialsIndustrialsConsumer Discretionary

Jul 1, 2025

TruBridge: CPSI History, EHR Software & RCM Services

Former Executive at TruBridge

IP Interview

Computer Programs and SystemsOracleOmda Anonim irketConstellation SoftwareTopicusLumine GroupUnitedHealth Group IncChange HealthcareComputer Programs and SystemsOracleOmda Anonim irketConstellation SoftwareTopicusLumine GroupUnitedHealth Group IncChange HealthcareSwitching CostsB2B SoftwareSerial AcquirerHealth CareInformation Technology

Weekly update

Jun 24, 2025

Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins

ShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanvaShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanva

Jun 24, 2025

PAR Technology: How Customers Select Platforms

Former Executive at a Multinational Fast Food Holding Company

Partner Interview

PARRestaurant Brands InternationalOracleToastBlockPARRestaurant Brands InternationalOracleToastBlockSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryFinancials

Jun 23, 2025

Oracle: Vertical Data Competitive Advantage

Current Oracle Partner at Deloitte

Partner Interview

SAPOracleMicrosoftGoogleNVIDIAAmazonSAPOracleMicrosoftGoogleNVIDIAAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

May 7, 2025

Oracle: Cloud Growth and Strategic Differentiation

Former Director at Oracle Cloud

Partner Interview

AmazonOracleMicrosoftGoogleNVIDIAAmazonOracleMicrosoftGoogleNVIDIAScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services

Weekly update

May 1, 2025

Carvana & DriveTime Subprime Loans, Howmet, MSFT, CSU, Shift4, Zillow, Waymo, Oracle

AmazonCarvanaDriveTimeOracleConstellation SoftwareGoogleGeneral ElectricSilverRockMicrosoftSafranNVIDIAAmazonCarvanaDriveTimeOracleConstellation SoftwareGoogleGeneral ElectricSilverRockMicrosoftSafranNVIDIA

Apr 25, 2025

Oracle: Gen 2 Cloud Infrastructure

Former Director at Oracle Cloud

Partner Interview

OracleMicrosoftGoogleNVIDIAAmazonOracleMicrosoftGoogleNVIDIAAmazonSwitching CostsNetwork EffectsProcess PowerScale EconomiesB2B SoftwarePhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary

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Explore our full content library.

Azure, AWS, GCP: AI, Capacity, & Cloud Budget Allocation

nCino: Cross-Selling & US vs International Growth

Paycom: Proprietary AI Stack, Pricing Power & the Retention Imperative

nCino: Platform Implementation

nCino: Modernizing Loan Origination Systems

Paycom: AI Agent Strategy, Integration Trade-offs & the Upmarket Push

GXO Logistics & DHL Supply Chain: CEO Transition, Automation Bottlenecks, and M&A Playbook

Thryv: SMB Data Advantage & Keap-Driven Expansion

Gartner: Seat Strategy & Multi-Year Retention

Dayforce: Single-Platform & Single Code Advantage

Oracle: Lift & Shift Legacy Workloads

AWS: Data Center Regional Economics

PAR Technology: POS Disruption & Owning the Consumer Relationship

TruBridge: CPSI History, EHR Software & RCM Services

Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins

PAR Technology: How Customers Select Platforms

Oracle: Vertical Data Competitive Advantage

Oracle: Cloud Growth and Strategic Differentiation

Carvana & DriveTime Subprime Loans, Howmet, MSFT, CSU, Shift4, Zillow, Waymo, Oracle

Oracle: Gen 2 Cloud Infrastructure