Enterprise software will be reinvented with headless platforms, AI agents and enterprises that will aim to build their own systems. But a lot has to happen for enterprise software and SaaS incumbents to be disrupted.
Enterprise software giants have spent heavily on sales teams, channel strategies and cross-selling playbooks, but it increasingly looks like sales are going to run through AWS Marketplace and similar efforts from other cloud giants.
Enterprise software could become disrupted as new AI and data driven entrants smell opportunity by either serving as an overlay to the acronym-laden soup of systems or replacing them.
Enterprise software vendors haven't been thrilled about the narrative that they aren't directly monetizing generative AI so the narrative is subtly being flipped.
Oracle PeopleSoft support accounts for 8% of Rimini Street sales.
Enterprise workflows are quickly becoming the new battleground for tech vendors as providers that have the customer data race to ensure they don't merely become systems of record.
Enterprise software could be disrupted as category windows become collateral damage to generative AI. The scenario: Today's go-to systems are relegated to plumbing as generative AI becomes the de facto user interface that democratizes data, insights, analytics and automation.
Progress Software CEO Yogesh Gupta realizes that generative AI is going to change the way software is priced and his company is experimenting accordingly. One thing is clear: GenAI is going to upend current software pricing models especially those based on seats.
The great generative AI boom for enterprise software isn't happening yet as sales cycle grow longer due to platform bets, macroeconomic conditions and cost of capital crimping budgets.
Nutanix is learning that larger deals--including the wins from Broadcom's VMware--take longer to nail down and implement due to CXO approvals and Broadcom discounting when business is at stake. Nevertheless, Nutanix appears to have the tools required to win in the trenches vs. VMware.
Rimini Street said it will offer support services for VMware products so customers can continue to run their perpetually licensed software.
General Motors has software development problems, and the company is facing a brand risk unless it can get its code, user experience and delivery right.
