What the Debt Market Already Knows About Your Software Vendors
Enterprise Software · Credit Risk · AI Disruption Loan markets have sorted your software vendors into four risk tiers before your next renewal cycle arrives. By …
Latest Analysis
Microsoft Built Three Agents for the Three Hardest Parts of a Contact Center
analysis 5 2026-04-27 CCaaS · Agentic AI · Customer Experience Microsoft put three AI agents into Dynamics 365 Contact Center, each aimed at a different part of th…
Google Splits Its TPU in Two. That Decision Has Consequences for Every Enterprise That Uses Its Cloud.
Analysis 6 minutes 2026-04-26 AI Infrastructure · Cloud Strategy When a vendor controls the chip, the network, the cooling, and the data center simultaneously, the…
Commvault Flex Grows Its Storage Partner Roster. The Architecture Question Is Who Controls Recovery.
Data Resilience · Enterprise Infrastructure When the recovery layer and the storage layer belong to different vendors, who owns your recovery SLA? By Shashi Bell…
Agentic AI Broke the Old Data Security Model. Cyera Is Betting It Can Build the New One.
Enterprise Security · Field Report What happens when the security model built for static data meets AI agents that move, copy, and act on data faster than any p…
Microsoft 365's Agent Store Sets a Governance Floor. Most Agents Will Never Reach It.
Platform Strategy · Enterprise AI The Microsoft 365 Agent Store creates a curated, governed tier of enterprise agents. The Model Context Protocol opens a back d…