
The Great Re-Bundling: Enterprise Software Is Collapsing Into Five Platforms
After a decade of best-of-breed sprawl, CIOs are consolidating spend at a pace not seen since the cloud migration — reshaping venture math and go-to-market playbooks.
3 RESULTS FOR “CONSOLIDATION”

After a decade of best-of-breed sprawl, CIOs are consolidating spend at a pace not seen since the cloud migration — reshaping venture math and go-to-market playbooks.
A mobile-network interruption is no longer merely an inconvenience for employees who cannot make calls. For many organizations, cellular connectivity now supports authentication, field operations, payments, dispatch, customer communication, remote access, and emergency coordination.
Direct lenders now underwrite ARR the way banks once underwrote EBITDA.
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