CrowdStrike CEO George Kurtz was upbeat about the company's prospects and addressed questions about AI competition with a simple message: quot;We have a massive opportunity to prot...
MongoDB's fourth quarter earnings were better than expected, but the company announced executive departures and an outlook that missed expectations....
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...
Amazon and OpenAI expanded a partnership and the initial headlines will revolve around the $110 billion raised to give the LLM giant a $730 billion valuation. However, the Amazon i...
CoreWeave topped $5 billion in annual revenue as the company said, quot;demand continues to intensify.quot; CoreWeave said 2026 revenue will be between $12 billion to $13 billion w...
ServiceNow launched Autonomous Workforce, an AI specialist on the Now Platform designed for specialized roles in service desk, employee service and security operations. The company...
CEO Marc Benioff said the quarter saw Agentforce annual recurring revenue hit $800 million. The company said it closed 29,000 deals, up 50% sequentially. quot;We’ve consumed nearl...
In CRTV episode 124, CR analysts Liz Miller, Holger Mueller, and guest Larry Dignan break down a packed week in enterprise tech, from Zoho’s evolving enterprise platform and Salesf...
Liz Miller
Holger Mueller
Larry Dignan
Hannah Mason
Researchers took autonomous AI agents for a spin and found they could wreak havoc. The paper, Agents of Chaos, was penned by researchers from Harvard, MIT, Stanford, Carnegie Mello...
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. ...
OpenAI announced Frontier Alliances, which is a set of system integrators and consultants aimed at deploying quot;AI coworkersquot; across enterprises. The ironic--somewhat comical...
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 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...
Agentic commerce is in its infancy and enterprises need to think through ownership of the customer experience, architecture and playing the co-opetition game with AI giants. For ho...
