Electrification and AI data centers are straining grids, and the value of electrical submetering has surged. Our latest research explains why the market is poised for growth and profiles 9 participants. hubs.ly/Q04zNJs-0

We're pleased to share that First Analysis was the exclusive financial advisor to Phigenics on its majority growth investment from BatteryVentures, bringing a leading technology investor to its healthcare-focused water risk management platform. hubs.li/Q04ydTmB0

CDISC maturity is becoming a clear signal of #pharmaIT vendors' competitive strength and enterprise value. Our latest #eClinical report profiles six vendors helping sponsors implement it. hubs.li/Q04t2X860

SaaS stocks partially rebounded in the June quarter, with our universe gaining 18.9% versus 14.9% for the S&P 500. In our latest #SaaS quarterly, we examine valuations, AI's impact and SaaS M&A and private placement activity. hubs.li/Q04q350L0

AI adoption in supply chains is still early, but practical use cases are emerging. Our latest research maps 5 areas gaining traction: continuous monitoring, data synthesis, AI agents, end-to-end visibility and digital twins. hubs.li/Q04nqwrm0

In our latest report, Howard Smith and Liam Moran examine four debates that framed the #cybersecurity conversation at RSA 2026, from AI security risks and AI-enabled attackers to the outlook for cybersecurity vendors. hubs.li/Q04n7FS90

After more than a decade of publishing on the #IoT sector, we see a more open capital environment taking shape for a broader range of companies and business models. Read more: hubs.li/Q04mJhSs0

First Analysis portfolio company Dina has been acquired by Integrated Home Care Services, combining AI-enabled care coordination with in-home benefit management expertise to support more effective, simple and affordable homecare. hubs.li/Q04hGg350

Read our latest #HealthcareTech report examining how healthcare is finally learning to use the clinical data it has — and the four-layer infrastructure stack making it possible. hubs.li/Q04g8C7K0

New report: Our SaaS universe stocks declined 24.1% on average in the March quarter, significantly underperforming the S&P 500’s 4.6% loss. Recent growth and near-term growth outlook seem to reflect little negative impact from the AI transition. hubs.li/Q04d66Rp0

First Analysis portfolio company Bindplane, developer of observability tools built on OpenTelemetry, has been acquired by Dynatrace. We’re proud to have partnered with the company and pleased to see it enter this next phase. hubs.li/Q04c9HbT0

New healthcare tech report from Andrew Walsh and Kenny Guerrero: #PBM reform is reshaping the prescription drug value chain, with a new landscape emerging defined by transparency, decisions driven by data and the unbundling of pharmacy benefit services. hubs.li/Q04bpJFW0

Supply chains are complex, fragile and under more pressure than ever. Our latest report examines why avoiding change is no longer an option — and the technologies helping stakeholders build resilience through diversification. hubs.li/Q0495zJH0

Read our annual analysis of publicly traded, enterprise‑focused #cybersecurity company performance that breaks down the disconnect between aggregate revenue growth and median stock decline. hubs.li/Q047Cn8v0

Global supply chains are becoming more complex, more digital, more exposed to disruption, yet many enterprises rely on systems built for a different era. Building on years of logistics experience, we've launched a dedicated supply chain research sector: hubs.li/Q046fryc0

The First Analysis Healthcare Technology Summit and SCOPE highlight five themes shaping pharma IT - disciplined transaction activity, infrastructure-driven platforms, embedded AI, continued focus on RWE and rising demand for compliant, audit-ready systems. hubs.li/Q044HQXX0

New investment: First Analysis led a financing in TPN health, a behavioral health platform enabling scalable care navigation, accurate provider networks and seamless connectivity. Read the full announcement: hubs.ly/Q042wkwT0

Healthcare is being pushed to do more with less. Read our key takeaways from our Healthcare IT Panel on the forces reshaping healthcare delivery - and why #dataliquidity, true #interoperability, and #responsibleAI adoption are becoming critical. hubs.li/Q041jW_G0

Read our latest SaaS quarterly insight: hubs.li/Q03_v-ZP0

New First Analysis white paper explores browser-session governance for the modern browser-centric workspace and profiles a representative group of vendors across enterprise browsers, extensions/agents and agentless/engine-based platforms. hubs.li/Q03ZHmQB0