
OVHcloud Sacrificed Short-Term Gains to Secure Its Future
A record EBITDA margin of 40.9% sounds like a win. But negative free cash flow and €1.13 billion in debt reveal the true gamble has just begun.
Ricardo Mendieta7 minAll articles published in English, by date, category and author.
1348 articles · Page 21 of 57

A record EBITDA margin of 40.9% sounds like a win. But negative free cash flow and €1.13 billion in debt reveal the true gamble has just begun.
Ricardo Mendieta7 min
When a government relies on its export credit agency to secure fuel imports, it's acknowledging a critical failure in its energy architecture that no market can solve alone.
Gabriel Paz7 min
BYD didn’t beat Tesla on its own turf. It redesigned the entire game board, explaining why its global expansion is a story of rule replacement, not competition.
Camila Rojas7 min
When a country with 90% domestic production unveils its first strategic reconnaissance drone, it reshapes its defense market and industrial value distribution.
Martín Soler7 min
A federal court upheld the Department of Defense's veto against Claude. This decision reveals that security safeguards are not a business differentiator when the client is the military.
Clara Montes7 min
Five devices track your sleep each night and come to opposite conclusions. The reason isn’t technical; it reveals radically different business models and strategies with million-dollar consequences.
Lucía Navarro7 min
Two rating agencies assigned AA ratings to Atlanta's water debt in less than three weeks, revealing the institutional strength behind these ratings.
Valeria Cruz7 min
Changing the name doesn't change the numbers. The rebranding from AMC Networks to AMC Global Media signals a strategic shift, but investors should focus on who pays the bills.
Javier Ocaña7 min
With 92% of construction companies unable to find skilled labor, it's time for a serious conversation about the value of hands-on work.
Simón Arce7 min
Netflix's 2% churn rate highlights a need for engagement strategies that retain subscribers, urging platforms to explore podcasts’ emotional impact.
Andrés Molina7 min
FarmRaise and Avalo announced an architecture rather than a product, reflecting a mutual dependency in their business model.
Tomás Rivera7 min
Anthropic launched its enterprise agent program promising to democratize AI in finance, HR, and legal. But with a homogenous team coding the future of work, the product has a built-in flaw.
Isabel Ríos7 min
Reducing the hiring timeline from 42 days to under one isn’t just an engineering feat; it’s a reconfiguration of the recruitment operational model. I analyze the mechanics behind this shift.
Sofía Valenzuela7 min
India has surpassed its 2030 climate goal five years ahead of schedule, but the challenge now lies in financing $145 billion annually without straining its debt market.
Francisco Torres7 min
Circle has transitioned from being a digital dollar issuer to a foundational operator in real-time payment networks, marking a strategic evolution.
Ignacio Silva7 min
AI agents are now managing real money, and hallucinating 41% of the time isn't just a minor technical flaw; it's a ticking time bomb on the balance sheet.
Elena Costa7 min
Lucidworks estimates the cost of connecting an AI agent to corporate data at $150,000. This reveals more about the fragility of the current business architecture than about the product they just launched.
Mateo Vargas7 min
PetPivot launches in the UK an automatic litter box that doesn't need Wi-Fi, charges no monthly fees, and costs under $150. It's a clear challenge to connected device models.
Diego Salazar7 min
As the world debates supply chain sovereignty, an alliance in Ontario shows private capital has made its choice. The question is not if Canada can process its lithium, but if it can do so before demand peaks.
Gabriel Paz7 min
A steel distributor with a century of history reported declining profits yet accelerated its acquisition program. This is a positioning thesis worth dissecting.
Martín Soler7 min
Bed Bath & Beyond recently acquired The Container Store for $150 million. Both companies emerged from bankruptcy less than two years ago.
Ricardo Mendieta7 min
When a 75-year-old agency creates a role that has never existed and connects it directly to the global CEO, it’s more than just a hire; it’s a strategic pivot.
Camila Rojas6 min
The promise of building software without architecture has left over 8,000 projects on the brink of collapse. The problem was not technology; it was mistaking a prototype for a business.
Lucía Navarro7 min
A report alleges that PG&E inflated the operational costs of its sole nuclear plant to justify charges that customers should not be paying. The pattern revealed is not exclusive to California.
Clara Montes7 min