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National Post
2 hours ago
- National Post
TMT Insights Ranks in the top 50% on the 2025 Inc. 5000 List of America's Fastest-Growing Private Companies
NEW YORK — Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, today announced that TMT Insights is No. 2425 on the annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America. The list provides a data-driven snapshot of the most successful companies within the economy's most dynamic segment—its independent, entrepreneurial businesses. Past honorees include companies such as Microsoft, Meta, Chobani, Under Armour, Timberland, Oracle, and Patagonia. Article content Article content 'Earlier this year, we were honored to be recognized as one of the fastest-growing private companies in the Southwest. Now, being named to the Inc. 5000 list nationwide is an even greater milestone — one that highlights the growing demand for our expertise and our team's unwavering commitment to quality and client success. We're grateful to our team and clients for making this possible, and we look forward to continuing to accelerate transformative business journeys and innovation,' said Andy Shenkler, CEO of TMT Insights. Article content This year's Inc. 5000 honorees have demonstrated exceptional growth while navigating economic uncertainty, inflationary pressure, and a fluctuating labor market. Among the top 500 companies on the list, the median three-year revenue growth rate reached 1,552 percent, and those companies have collectively added more than 48,678 jobs to the U.S. economy over the past three years. 'Making the Inc. 5000 is always a remarkable achievement, but earning a spot this year speaks volumes about a company's tenacity and clarity of vision,' says Mike Hofman, editor-in-chief of Inc. 'These businesses have thrived amid rising costs, shifting global dynamics, and constant change. They didn't just weather the storm—they grew through it, and their stories are a powerful reminder that the entrepreneurial spirit is the engine of the U.S. economy.' Article content About Inc. Article content Inc. is the leading media brand and playbook for the entrepreneurs and business leaders shaping our future. Through its journalism, Inc. aims to inform, educate, and elevate the profile of its community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating the future of business. Inc. is published by Mansueto Ventures LLC, along with fellow leading business publication Fast Company. For more information, visit Article content About TMT Insights Article content TMT Insights is a professional services and software development company specializing in the media and entertainment industry. Founded in 2020, TMT offers end-to-end services with deep domain expertise, delivering leading capabilities in digital media supply chain, business process transformation, and system integration including cloud technology optimization, to global brands. In addition, TMT offers two powerful companion software platforms, Focus and Polaris, designed to enhance the entire media lifecycle from sales and demand planning through content creation, management, and distribution. TMT embraces the power of collaboration, working with partners to combine guidance with action to accelerate transformations, helping companies bridge sales, operations, technology, and finance. TMT's approach to modernizing digital supply chains ensures transparency, consistency, and collaboration across increasingly complex ecosystems. Article content
Globe and Mail
a day ago
- Globe and Mail
Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?
Alibaba Group BABA and Microsoft MSFT represent two divergent paths in the global cloud and AI race. While Microsoft dominates Western enterprise computing through Azure and its OpenAI partnership, Alibaba maintains leadership in China's cloud market despite mounting challenges. Both companies have made massive AI commitments that will define their trajectories for years to come. Recent data from Synergy shows Microsoft achieved a 20% share of the global cloud market in second-quarter 2025, while Alibaba won 4% share. The timing for this comparison is critical as generative AI transforms cloud computing economics. Microsoft recently became the second company to surpass $4 trillion in market value following explosive Azure growth, while Alibaba announced a historic $53 billion infrastructure investment even as its stock languishes near decade lows. Let's delve deep and closely compare the fundamentals of the two stocks to determine which one is a better investment now. The Case for BABA Stock Alibaba's ambitious $53 billion cloud and AI infrastructure commitment over three years exceeds its entire past decade of spending, signaling management's recognition that survival depends on AI competitiveness. The company's cloud segment showed tentative recovery with revenues excluding consolidated subsidiaries growing 17% year over year in the fiscal fourth quarter, while AI-related products maintained triple-digit growth for five consecutive quarters. Recent launches, including Qwen-Max, QwQ-Plus reasoning model, and QVQ-Max visual processing, demonstrate technical capabilities, with management claiming performance matching Western rivals. However, these positives cannot mask deepening structural problems. Cloud growth remains sluggish compared to global peers, with public cloud revenues achieving only modest double-digit expansion while Microsoft's Azure rockets at 39%. The pivot toward high-quality revenues disguises market share losses and monetization failures. More troublingly, Alibaba canceled its cloud unit IPO, citing U.S. chip restrictions, exposing critical vulnerability to escalating technology sanctions that could cripple AI ambitions. The company's financial deterioration accelerates despite heavy investment. Free cash flow collapsed 70% year over year due to infrastructure spending and merchant refunds, while adjusted EBITDA declined 5% even as revenues grew. Core e-commerce faces margin compression with customer management revenues crawling at 1% growth. Chinese regulatory uncertainty persists as authorities maintain unpredictable intervention patterns. Alibaba confronts a combination of geopolitical hostility, competitive displacement, and strategic confusion that renders its AI investments potentially worthless. The Zacks Consensus Estimate for fiscal 2026 earnings indicates a downward revision of 10.9% over the past 30 days to $8.58 per share. The market appears to be pessimistic about Alibaba's growth trajectory. The Case for MSFT Stock Microsoft's unprecedented AI momentum validates its position as the definitive platform for enterprise transformation. Azure's remarkable 39% growth, reaching $75 billion annual revenues in the fiscal fourth quarter, demonstrates explosive adoption as organizations embrace AI capabilities at scale. The exclusive OpenAI partnership provides unmatched access to frontier models, while Azure AI Foundry's general availability supporting 1,900+ models establishes Microsoft as the comprehensive AI development ecosystem. Infrastructure leadership through first-to-market Nvidia GB200 deployment, achieving 865,000 tokens per second throughput, creates insurmountable competitive advantages. AI integration across Microsoft's portfolio multiplies growth vectors and deepens competitive moats. GitHub Copilot's evolution to autonomous coding agents, accelerating Microsoft 365 Copilot enterprise adoption, and Dynamics 365 AI enhancements drove commercial bookings past $100 billion. With remaining performance obligations hitting $368 billion, up 37% year over year, Microsoft enjoys extraordinary revenue visibility. The company's execution excellence shows in delivering 18% revenue growth to $76.4 billion while expanding operating margins to 44.9%, demonstrating pricing power that will persist as AI becomes mission-critical. Strategic advantages compound Microsoft's dominance. Leadership in multi-agent orchestration through Copilot Studio, pioneering enterprise AI governance via Entra Agent ID, and establishing industry standards with Model Context Protocol cement architectural control. Azure's 70+ region presence, each AI-optimized with liquid cooling, provides unmatched global scale. Revolutionary services like autonomous SRE Agents and Project Amelie automated ML pipelines position Microsoft years ahead. Microsoft offers unparalleled exposure to AI's transformative potential backed by proven execution and accelerating adoption. The Zacks Consensus Estimate for Microsoft's fiscal 2026 earnings is pegged at $15.32 per share, indicating an upward revision of 2.3% over the past 30 days Valuation and Price Performance Comparison Both stocks carry premium valuations but for opposite reasons. Microsoft's 33.42x forward P/E and 11.92x sales multiple reflect justified confidence in sustained growth, with the stock reaching record highs above $550. Alibaba stock is trading at a 12.92x P/E, masking fundamental deterioration. BABA vs. MSFT: P/E F12M Ratio While Microsoft consistently achieves new highs, Alibaba stock has declined 9.3% over the past three months compared with Microsoft's 15.8% growth. BABA Underperforms MSFT in 3-Month Period Conclusion Microsoft decisively wins this comparison through superior AI execution, dominant positioning, and accelerating momentum. Azure's 39% growth crushes Alibaba's 6% expansion while Microsoft's proven AI monetization contrasts with Alibaba's struggling unit economics. Geographic advantages, regulatory stability, and enterprise trust create sustainable competitive moats that Alibaba cannot overcome despite massive spending. Microsoft's premium valuation reflects genuine growth while Alibaba's discount signals existential risks. Investors should buy Microsoft to capture AI's generational opportunity and sell Alibaba to avoid deteriorating fundamentals, regulatory uncertainty, and strategic displacement threatening permanent capital impairment. MSFT currently carries a Zacks Rank #2 (Buy), whereas Alibaba has a Zacks Rank #5 (Strong Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. See our %%CTA_TEXT%% report – free today! 7 Best Stocks for the Next 30 Days Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Microsoft Corporation (MSFT): Free Stock Analysis Report
Globe and Mail
a day ago
- Globe and Mail
Salesforce Stock Plunges 28% YTD: Should You Exit the Investment?
Salesforce, Inc. CRM is having one of its worst years in recent memory. The stock has declined 28% in 2025, a steeper fall than the 13.5% drop in the broader Zacks Computer and Technology sector. Compared to key competitors like SAP SE SAP, Microsoft Corporation MSFT and Oracle Corporation ORCL, Salesforce's slump appears even more pronounced. Year to date, shares of SAP, Microsoft and Oracle have risen 18.7%, 23.9% and 50.1%, respectively. YTD Price Return Performance This underperformance signals deeper issues within Salesforce's growth story. Decelerating Sales Growth: A Key Concern for Salesforce Salesforce's biggest problem is slowing growth, which has turned investors increasingly cautious about its near-term prospects. After years of consistent double-digit revenue increases, the momentum has faded. In the first quarter of fiscal 2026, revenues rose just 7.7% from a year ago, and non-GAAP earnings per share (EPS) grew by only 5.7%. This slowdown reflects cautious enterprise spending amid economic uncertainty and geopolitical pressures. Analysts anticipate that this trend will persist, with mid-to-high single-digit growth expected for fiscal 2026 and 2027. The impact is also visible in profit forecasts. Salesforce's EPS is now expected to witness a CAGR of 12.9% over the next five years, a big drop from the 27.8% CAGR it posted over the previous five years. This changing growth profile shows how businesses are adjusting their IT budgets. Instead of large digital transformation projects, many are opting for smaller, lower-risk investments. For Salesforce, this means it has to adapt its strategy to stay competitive and relevant. Salesforce's Low Valuation: Is It a Trap? Looking at Salesforce's earnings multiple, the stock looks cheap. Salesforce currently trades at a forward 12-month price-to-earnings (P/E) multiple of 20.08, significantly lower than the sector's average of 28.15. The stock also trades at a lower P/E multiple compared with its top peers, including SAP, Oracle and Microsoft. At present, SAP, Oracle and Microsoft have P/E multiples of 38.32, 36.17 and 33.42, respectively. With CRM's discounted valuation, investors might be considering buying the stock. However, considering the ongoing challenges related to its slowing sales growth, the lucrative valuations could be a value trap for investors. The slump in its share price and discounted valuation reflects the company's dismal growth outlook. Conclusion: Sell CRM Stock for Now Salesforce is no longer the growth powerhouse it once was. The slowdown in revenue and earnings growth, combined with a valuation that may be more of a warning sign than an opportunity, suggests limited upside ahead. Until the company can prove it has a plan to return to stronger growth, it's better to step aside and look for better opportunities in the broader tech sector. Salesforce carries a Zacks Rank #4 (Sell) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. See our %%CTA_TEXT%% report – free today! 7 Best Stocks for the Next 30 Days Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT): Free Stock Analysis Report Salesforce Inc. (CRM): Free Stock Analysis Report SAP SE (SAP): Free Stock Analysis Report Oracle Corporation (ORCL): Free Stock Analysis Report
