There is an AI pricing revolt underway and it’s unclear whether vendors are going to be in a position ease the pain at the expense of short-term results. These issues are going to ...
The race to adopt AI has pushed many organizations into rapid experimentation. New models are released almost weekly, proof-of-concept projects continue to multiply, and enterprise...
Microsoft's fourth quarter earnings were better-than-expected, Azure revenue for fiscal 2026 topped $100 billion and net income was boosted by investments in OpenAI and Anthropic....
Every day, companies exchange an enormous flow of information with their partners. Purchase orders, sales orders, shipping notices, invoices, and countless other documents move bet...
Oracle is moving toward outcome-based pricing as a model to complement its existing enterprise contracts. The big question is whether Oracle and its customers can deliver the outco...
Modernization of ERP Moves Beyond Just Agents
While all the buzz in AI is focused on agentic ERP, one can’t just slap on an agent to the core system and expect it to smoothly de...
Amazon Web Services moved into the business application market via its Amazon Quick AI agents and outlined plans to build Amazon Connect customer contact platform. AWS is planning ...
In this issue, we examine a structural shift in enterprise software emerging across pricing, process design, and workforce assumptions. The focus is not on AI as a generic disrupti...
C3 AI said C3 Code is generally available as part of its Spring 2026 release. The product launch is the first since C3 AI announced a broad restructuring that eliminated 26% of its...
AI agents are extremely popular in the enterprise, but companies need to provide context and guardrails or they will run amok like an unsupervised and untrained new hire. We caught...
Oracle said it has added a set of agentic AI features to Oracle AI Database in a move that brings autonomous agents closer to transactional data. Separately, Oracle announced new a...
Nick Tzitzon, Vice Chairman at ServiceNow, said AI's pace of change shouldn't upend good business decisions, managing teams well and becoming multi-dimensional as an employee and o...
The enterprise resource planning software category is about to get a lot more interesting over the next 12 to 18 months amid new entrants, margin compression, new experiences and A...
We're nearing peak Anthropic hype if we're not there already. What's lost in all of these storylines is the nuance. After all, nuance isn't as much fun. Here's a nuanced view of An...
Workday reported a solid fourth quarter, but its subscription outlook was light. The miss was slight but given the nerves over SaaS, Workday's outlook didn't go over well. ...
The AI-driven disruption in software as a service and ERP is a case of CIOs wrestling control over their tech stacks from vendors, according to Rimini Street CEO Seth Ravin....
Zoho Day 2026 featured dozens of takeaways and insights from an enterprise software company that has historically been disruptive with great value for the money. And AI is likely t...
Zoho previewed AppOS, which is an effort to create a platform with a shared data foundation, common business and process models, built-in workflows and automation, governance and a...
Vijay Sundaram, Chief Strategy Officer at Zoho, may have just given the best defense of SaaS in the age of LLMs. SaaS shifted risk from customers to vendors. How many of those cust...
