Results

Insights News
October 13, 2026

How IFS’ industrial customers are approaching AI use cases

Data to Decisions
IFS customers are looking to AI use cases that solve practical issues to save money, put intelligence in the hands of front-line workers and analyze maintenance issues in the field...
Larry Dignan
Insights News
September 10, 2026

Nvidia's supply chain integrates Palantir

Data to Decisions
Nvidia's supply chain will leverage Palantir as the two companies aim to expand sovereign AI and custom Nvidia Nemotron open models into more enterprises. ...
Larry Dignan
Insights News
August 27, 2026

Workday Q2 strong, says AI attracting more wallet share

Data to Decisions
Workday reported better-than-expected second quarter results and said AI is driving more than a quarter of its new annual contract value. The company added that it has more than 5,...
Larry Dignan
Insights News
July 24, 2026

SAP's second quarter: The AI takeaways

Data to Decisions
SAP reported better-than-expected second quarter results with earnings per share of €1.89, which was well ahead of estimates. Revenue of €9.88 billion was up 9% from a year ago and...
Larry Dignan
Insights News
July 21, 2026

Certinia acquires Moonnox

Data to Decisions
Certinia said it will acquire Moonnox, which features a platform built for systems integrators and services firms. With the move, Certinia said it will accelerate its expansion int...
Larry Dignan
Insights News
May 21, 2026

Workday Q1 strong, touts Sana, AI agent plans

Data to Decisions
Workday reported better-than-expected first quarter results, raised its margin outlook and said its AI strategy is working well. The company made the case that Sana integration, co...
Larry Dignan
Analyst Blog
May 18, 2026

Monday's Musings: Future of ERP In An AI Age

Board Strategy
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...
R "Ray" Wang