DUNIA’s Substack

DUNIA’s Substack

Share this post

DUNIA’s Substack
DUNIA’s Substack
TechCorp: So Undervalued, It's Bound to Upset Cloud Computing

TechCorp: So Undervalued, It's Bound to Upset Cloud Computing

Jan 13, 2025
∙ Paid

Share this post

DUNIA’s Substack
DUNIA’s Substack
TechCorp: So Undervalued, It's Bound to Upset Cloud Computing
Share

Introduction

Digital transformation is the keyword today, wherein at the heart of everything lies cloud computing. Cloud platform migration proved pretty instrumental in driving seamless efficiency, facilitated better collaboration, and leveraging big data analytics for firms across all sectors. The comparative charm of such a technological revolution does not hold against the relatively far-superior investment proposition offered by TC. Innovation, financials, and strategic partnerships would position TechCorp uniquely for me with leading-edge deployments in Cloud service markets, especially AI-Clouds; high single-digit top-line growth over the next few years; and a Buy on the stock at prevailing valuations.

1. Cloud Adoption and Strategic Partnerships

More precisely, while one could hardly imagine or conceptualize the dimensions through which this technological advance was taking place, at one point in time it was precisely that quantum of AI embedded in cloud service provision that kept TechCorp in the race and further powered it to run the race. It was also announced in March 2023 that a strategic agreement had been signed with AIBigData-a very important supplier of AI-powered analytics solutions-to further develop, deploy, and scale AI technologies. Customers will be empowered to process and analyze even greater volumes in real time by using next-generation solutions. It would make me so confident of just one of the reasons why this would make the deal reach revenue growth for TechCorp in three years at a rate of 30%, because of the robust demand for AI-enabled cloud solutions. In that case, according to Gartner, that would be the forecast for the cloud services market: from approximately US$500 billion in 2023 to more than US$1 trillion by 2027, at a compound annual growth rate of about 15% YoY.

Keep reading with a 7-day free trial

Subscribe to DUNIA’s Substack to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 DUNIA ZAKARIA
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share