Activant Capital

Sign up for our monthly newsletter

Menu

Research

All Research

AIAutomation

Overview

April 2026

AR Operations Today

Satisfied But Stuck–And Ready for Agents

Read
AI

Deep Dive

April 2026

Part II: Cognitive BI

From Dashboards to Autonomous Analytics

Read
AI

Overview

March 2026

Part I: Conversational Analytics

The Illusion of Chatting with your Data

Read

Overview

March 2026

Global Mega Trends: 2026

Growth in the age of constraint

Read
B2B Commerce

Deep Dive

February 2026

Stablecoins: Enabling Direct Flights

How stablecoins are cutting payment’s layovers and streamline treasury operations

Read
Automation

Quick Take

February 2026

Selling AI-Native Service, Now.

The Playbook for Selling Autonomous IT to Enterprise Buyers

Read
AI

Deep Dive

January 2026

AI Infrastructure: Compute (4/4)

The inference opportunity: will software rule the infra layer?

Read
AI

Deep Dive

January 2026

AI Infrastructure: Compute (3/4)

Neoclouds and the new economics of AI Compute

Read
AI

Deep Dive

January 2026

AI Infrastructure: Compute (2/4)

Can new entrants break Hyperscale lock in?

Read
AI

Overview

January 2026

AI Infrastructure: Compute (1/4)

Sizing the market for AI Compute

Read
AI

Quick Take

December 2025

The Agent Control Plane

Build & Buy in One Governed Stack

Read
Supply Chain & Logistics

Opinion

November 2025

Ideology vs. Infrastructure Reality

The Fleet Electrification Experiment Playing Out in Real Time

Read
AI

Quick Take

November 2025

The Blueprint for a Smarter Future

AI's Role in Construction

Read
AI

Opinion

October 2025

AI bubble signals intensifying

or one company’s strategic gambit? Our view on circular transactions

Read
AI

Opinion

October 2025

Google's End of &num=100

A Pre-Remedy Move to Fortify its Ecosystem?

Read
AIAutomation

Quick Take

October 2025

Voice Agents 2.0

From “Sounds Human” to “Thinks Human”

Read
AI

Quick Take

September 2025

Open Source Generative AI

From OpenAI to open source AI: how it unbundles the AI stack

Read
AutomationAI

Quick Take

September 2025

Enterprise Search Is Entering a New Era

A shift to systems of intelligence

Read

Opinion

August 2025

The Playbook for Winning in Market Consolidation

Insights from our Research Desk: A Five-Part Series

Read
B2B Commerce

Opinion

August 2025

Accelerating the shift to stablecoins

The potentially unintended impact of the One Big Beautiful Bill Act

Read
Automotive

Deep Dive

July 2025

Click. Buy. Drive.

Navigating the Next Era of Vehicle Commerce

Read
Cybersecurity

Deep Dive

July 2025

The Long Road to Automating the SOC

Why it’s time to shift the focus to acceleration

Read
Automation

Opinion

June 2025

Systems of Intelligence

The Replatforming of Enterprise Software

Read
Supply Chain & LogisticsAutomation

Quick Take

June 2025

AI is Rewriting the Rules of Supply Chain

Unlocking a $65 billion opportunity

Read
Automation

Opinion

June 2025

Salesforce's $8B Wake-Up Call: The End of Systems of Record

Insights from our research desk

Read
Automation

Opinion

June 2025

The AI Pricing Cliff No One Wants To Talk About

Insights from our research desk

Read
Supply Chain & Logistics

Quick Take

April 2025

AI in Procurement

Table stakes capability rather than a competitive advantage

Read
Office of the CFO

Overview

April 2025

Deregulated, Not Unregulated

Regulation Technology In The Age Of Constant Change

Read
Automation

Quick Take

April 2025

Breaking Ground

Addressing Construction's Productivity Challenge

Read
Cybersecurity

Quick Take

March 2025

Authenticating AI Agents

The Next Big Identity Crisis in Cybersecurity

Read
Automation

Quick Take

March 2025

AI's Undervalued Asset

Data’s pivotal role in the next era of Gen AI deployment

Read
Automation

Quick Take

February 2025

Vertical Software Is Having A Moment

Why vertical SaaS is causing industries to rethink software

Read
Office of the CFO

Quick Take

February 2025

The Future of Transfer Pricing

A Call To Action For CFOs

Read
Cybersecurity

Quick Take

January 2025

Taking Identity Security Forward

Locking down security's last mile

Read
Automation

Quick Take

January 2025

The Next Wave of IT

From Outsourced to Autonomous

Read
Automation

Quick Take

December 2024

The DataOps Playbook

Lessons from the DevOps success story

Read
Office of the CFO Automation

Overview

November 2024

AI Agents-Breaking Down the Verticals

Rewiring Organizations

Read
Automation

Deep Dive

November 2024

Towards the AI Agent Ecosystem (Updated)

An informational guide for users exploring the space

Read
Supply Chain & Logistics

Quick Take

October 2024

Supplier Intelligence

Cost efficiency and resiliency through insights

Read
Automation

Quick Take

September 2024

It’s Time for DataOps

And time to 10x your data platform

Read
B2B Commerce

Quick Take

September 2024

Usage-Based Billing

Not new, but likely never more important

Read
B2B Commerce

Quick Take

September 2024

Building RevOps Capabilities

Acquisitions are inevitable

Read
AutomationOffice of the CFO

Overview

September 2024

RevOps - The Road to Virtual Employees

RevOps Intelligence Tools

Read
Automation

Quick Take

August 2024

IIoT at a Tipping Point

What needs to change for it to deliver real value and why we think now is the time

Read
Automation

Deep Dive

June 2024

Data Security

Shifting data left: How this minor piece of the cybersecurity stack could be the most fundamental

Read

Quick Take

May 2024

A Key Piece of the Renewables Puzzle

Energy Storage Solutions

Read
Automation

Quick Take

May 2024

Unstructured Data Pipelines

Capitalizing on the "junk" of the data world

Read
B2B Commerce

Quick Take

April 2024

It's Time Local Went Global

Real-time Payments

Read
Supply Chain & Logistics

Quick Take

April 2024

Pain at the Pump

Opportunities to innovate with fuel cards

Read
Supply Chain & Logistics

Quick Take

April 2024

Food & Agriculture Traceability

A field of opportunity

Read
Automation

Quick Take

March 2024

Silicon Synapses for AI

AI hardware in data centers and on the edge

Read
Automation

Quick Take

February 2024

Conversational AI and the Future of Customer Service

A shift in the customer support landscape

Read
B2B Commerce

Quick Take

February 2024

Unified APIs

Building connections

Read
Supply Chain & Logistics

Quick Take

January 2024

The Future of Demand Forecasting Software

A balancing act between innovation and market realities

Read
Automation

Overview

December 2023

Industrial Intelligence

Why manufacturing needs software now more than ever

Read
AutomationOffice of the CFO

Deep Dive

November 2023

3rd Generation FP&A Tools

A new wave of tools revolutionizing a dated CFO tech stack

Read
Automation

Overview

September 2023

Towards the AI Agent Ecosystem

A Technical Guide for Founders & Operators Building Agents

Read
B2B Commerce

Deep Dive

August 2023

The Next Chapter of Embedded Finance

A Guide for How and Where to Play - to Win

Read
Supply Chain & Logistics

Deep Dive

July 2023

The Future of Transportation Management Systems (TMS)

Why the next generation TMS won't be a TMS at all

Read
Automation

Deep Dive

March 2023

Why Using Internal Tools to do More with Less Matters Today

No-Code and Low-Code

Read
Automation

Overview

February 2023

Why Hyperautomation Will Unlock a More Efficient Future

Our deep dive report on the race to control corporate chaos

Read
Supply Chain & Logistics

Overview

December 2022

Every Company Will Be a Logistics Company

A key lesson from the last few years of pandemic life is that every company needs to start thinking like a logistics company, even become one themselves

Read
B2B Commerce

Deep Dive

December 2022

Check this Out - Part 2

A Deep Dive on Checkout Challengers

Read
B2B Commerce

Deep Dive

November 2022

Check this Out - Part 1

There’s never been a truly digital checkout experience in B2B commerce, but that’s changing

Read
B2B Commerce

Overview

November 2022

The Dominoes are Starting to Fall

Why B2B Commerce is the $100 Trillion Market Technology Hasn’t been Able to Crack – Until Now

Read

About Activant Research

The Research team, based in Cape Town, covers Activant’s core sectors – fintech, supply chain, and automation – from the pre-seed through to the public markets

Sign up for our monthly newsletter

Get in touch

We’re always looking to learn about new perspectives, new research, and new ideas.

Connect with us

  • New York

    110 Greene Street New York, NY 10021 USA

  • San Francisco

    334 Brannan St, San Francisco, CA 94107 USA

  • Berlin

    Schwedter Str. 263 10119 Berlin Germany

  • Cape Town

    17 Jamieson St Gardens Cape Town, 8001 South Africa

  • Darien

    17 Old Kings Highway South, Darien, CT 06820 USA