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Ford Pro launched Ford Pro AI, an embedded AI assistant in the Ford Pro Telematics platform that monitors the health of fleets for proactive maintenance and the actions needed to keep vehicles on the road.
Insight Blog
The Board
This month’s thread: the economic and operating model shift from AI as “capability” to AI as “execution” and what that does to software spend, governance, and workforce planning.
HPE delivered a mixed first quarter, but said revenue in the second quarter will be better than expected.
The company reported first quarter earnings of 31 cents a share on revenue of $9.3 billion, up 18% from a year ago. Non-GAAP earnings in the first quarter were 65 cents a share. Wall Street was expecting HPE to report first quarter non-GAAP earnings of 59 cents a share on revenue of $9.35 billion.
Insight Blog
Boomi has expanded the Boomi Enterprise Platform with a bevy of new data activation features. The launch was part of a broader move to be positioned as "The Data Activation Company."
With the move, Boomi is focusing on the semantic and contextual layer across systems and processes in addition to integration and orchestration of AI agents and applications.
Insight Blog
The wait is over — applications for the 2026 SuperNova Awards are officially open.
Now in its sixteenth year, the SuperNova Awards celebrate early adopters and bold leaders who are redefining digital business. This prestigious program shines a spotlight on the teams and organizations that don’t just talk about transformation — they deliver it.
Analyst Blog
Much of the public conversation compares generative AI to the rise of the World Wide Web. The comparison is understandable, but it misses the deeper structural shift. The internet transformed business, but it only did so because enterprises already had millions of personal computers capable of using it. Same applies to social networking, mobile devices, and data.
Analyst Blog
Welcome to a new edition of The Board: Distillation Aftershots (*).
This post is a replicate of the weekly newsletter where we share curious and interesting insights and data points distilled from enterprise technology to identify what’s notable. Subscribe to the newsletter here.
Analyst Blog
Microsoft launched a new suite for AI agents, Copilot Cowork in partnership with Anthropic and said Agent 365 will be available May 1. The moves are part of Microsoft's effort to differentiate in agentic AI with the context and trust layers.
The company is looking to address enterprise pain points with scaling AI agents while providing the security, compliance and observability to wrangle them.
Insight Blog
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 AI agents.
Insight Blog
The Future of CX: AI, IRL, and the Transformation Economy | DisrupTV Ep. 430DisrupTV Episode 430 marked a major milestone—10 years on air and more than 1,500 interviews. To celebrate, hosts R "Ray" Wang and Vala Afshar explored a bigger question about where business value is heading next.
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Customer Story
Anthropic is a) a software-as-a-service (SaaS) killer, b) a disruptor of multiple industries with its Claude large language model (LLM) and the agentic apps built around it, c) an ingredient brand for enterprise software, d) already part of the enterprise technology establishment via a well-worn SaaS playbook, or e) all of the above?
OpenAI's launch of GPT-5.4, a model designed for professional work, on the surface is about closing the buzz gap with Anthropic, which has captured spending with Claude models and Claude Cowork, but the bigger picture is that the LLM race is really about creating productive systems.
Insight Blog
Customer Story
Software-as-a-service (SaaS) companies are being repriced, reevaluated, and rethought as analysts, investors, and customers wonder how artificial intelligence (AI) agents will affect the category. CxOs need to go through the same exercise to make sure that they don’t get stuck as enterprise software is disrupted.
Customer Story
ZohoDay 2026 in February featured dozens of takeaways and insights from an enterprise software company that has historically been disruptive and offers great value for the money. And artificial intelligence (AI) is likely to push the software-as-a-service (SaaS) hunger games more into its favor.Although this report could riff on Zoho-specific takeaways, it’s worth highlighting the themes that apply to the broader enterprise software sector, including buyers and vendors. Here’s a look.
Amazon Web Services launched Amazon Connect Health, an AI agentic suite designed to better connect patients and healthcare providers.
With the launch, AWS is extending its successful Amazon Connect offerings to specific industries. The agentic AI in Amazon Connect Health will handle patient verification, scheduling, medical history and documentation.
Insight Blog
Nvidia CEO Jensen Huang said the SaaS vs. agentic AI storyline doesn't make a lot of sense. Why? All software will become agentic.
Speaking at the Morgan Stanley Technology, Media & Telecom Conference, Huang made headlines by saying Nvidia's investment in OpenAI will likely be its last. However, there were more big picture themes from Huang to ponder.
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Microsoft CEO Satya Nadella said the next year will bring software and applications designed to make AI token usage more efficient.
Speaking at the Morgan Stanley Technology, Media & Telecom Conference, Nadella riffed on how AI was reinventing knowledge work. He also noted that AI still is not "fully cracked" on multiple fronts.
But the efficiency drive for AI was the big takeaway. He said:
Insight Blog
Anthropic has been portrayed as a SaaS assassin. Anthropic launches connectors and plugins to various enterprise apps, and SaaS stocks tank. Anthropic doubles down on Claude Code and Cowork, and suddenly, we're all expected to generate ERP, HCM, and ERP systems on the fly. Anthropic rolls out security code checks, and cybersecurity stocks stumble. Anthropic talks about modernizing COBOL, and IBM shares collapse.
By next week, Anthropic will be making us dinner, collapsing restaurant shares, brewing beer on the fly, and building houses with robots that run Claude as their brain.
Video
Broadcom reported better-than-expected fiscal first quarter results due to strong demand for AI semiconductors.
The company reported first quarter net income of $7.35 billion, or $1.50 a share, on revenue of $19.31 billion, up 29% from a year ago. Non-GAAP earnings were $2.05 a share to top estimates by 3 cents a share.
Insight Blog
Box CEO Aaron Levie said AI agents are more friend than foe as they make the context and unstructured data on its platform more valuable.
Levie, speaking on Box's fourth quarter earnings call, had to address a bunch of questions about the impact of LLMs on his SaaS business. After all, every SaaS CEO has to answer questions about companies like Anthropic making them extinct.
Recent SaaS headlines include:
Insight Blog
CrowdStrike CEO George Kurtz was upbeat about the company's prospects and addressed questions about AI competition with a simple message: "We have a massive opportunity to protect AI agents."
Insight Blog