How much is that worth in AWUs? Introducing a new metric to track agentic value as Salesforce turns in strong full year numbers
...and there was time for a side swipe or two in the direction of the so-called 'SaaSpocalypse'.
Stuart Lauchlan has been tracking and commenting on the enterprise IT market for 31 years during which time he's managed to amuse, inform and irritate buy and sell side participants in equal and appropriate measure.
...and there was time for a side swipe or two in the direction of the so-called 'SaaSpocalypse'.
SAP can see disruption ahead from AI, but it's on top of the situation.
A strong Q4 and full year - still not enough to keep the Wall Street short termists happy...
The 'SaaSpocalypse' myth isn't standing up to much scrutiny here...
Klarna is "one of the major retail banks in the world", insists CEO Sebastian Siemiatkowski.
CEO Alexandre Bompard pitches the French retail giant's latest strategic plan.
Moody's is sitting on a gold mine of proprietary, trusted data of the sort critical to successful AI adoption by financial services and other regulated industry clients.
There's a big to-do list in front of DoorDash CEO Tony Xu...
The re-commerce space is of growing interest in the market and eBay looks like it's got a good deal with its Etsy purchase.
Wayfair turns in a return to annual growth, but net losses continue to bleed red ink on the bottom line.
New CEO John Furner is a big fan of what Sparky brings to the Walmart shopping experience.
Fujitsu envisions a world of non-stop execution in systems development. Brave new world?
It's 45 years since Infosys was founded and Nilekani has seen more than a few tech revolutions. But the AI tectonic shift is something different, he cautions.