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Major Tech Stocks YTD Performance
Stock valuation drops for key software providers amidst the AI shift.
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are context graphs a trillion dollar enterprise play? - Diginomica
Lead story - diginomica research - enterprises are spending millions on data. Here's what they told us in private A major new, vendor-independent research piece is out, co-authored by Alyx MacQueen of diginomica and Maureen Blandford of Serendipitus (the overview is here - the full paper is free with sign up). The problem statement, aka the gist? Enterprise data health is far worse than industry benchmarks suggest - and that the market telling organizations to deploy AI faster is the last place they should look for honest answers. Let's put a face on this. Via Alyx: A utility provider went to its regulator with a £2.7 billion (approximately $3.4 billion) capital request. It was rejected ? not because the spending was unjustified, but because the organization couldn't substantiate it. After years of platform investment, transformation programs, and data governance initiatives, it couldn't prove to an external body how it had spent its own money. The data wasn't traceable enough to justify its own spending. This is what data dysfunction looks like when it finally meets an unmovable deadline – and it's far more common than the market would have you believe. And: far too much human toil is going into this troubling status quo: The numbers our participants gave us are extraordinary. Between 30% and 70% of professional time is gone to manual data assembly, reconciliation, and verification rather than analysis or decision-making. A utilities CIO describes losing "1,000+ person days per year" to data reconciliation alone. A professional services firm runs 400-500 people on data overhead. A €400 million (approximately $435 million) firm is built, ultimately, on spreadsheets and people. But hold up. The now-widely-understood enterprise AI reality check is: poor data leads to crummy AI. So what does this say about our effervescent AI press release quotes forward-thinking AI projects? Alyx: No platform purchase resolves that. And the research that keeps telling you to move faster is largely funded by the people selling you the platform. Ergo, this independent research project - one with a very different research philosophy: No vendor involvement. No PR approval. No approved quote list. Just frank conversations about what's actually happening with data in large organizations when no one is watching. We hope you like it - and we'd love to hear your feedback/predicaments/ideas. Alyx also published a follow-on piece that includes research reactions from a range of so...
Marc Benioff Bets Salesforce's Future on Slackbot, 'Fastest-Growing ...
In one of the boldest moves in Salesforce’s 27-year history, Marc Benioff is putting the world’s largest enterprise-apps business plus its $800-million agentic AI business under the orchestration of a new UI called Slackbot being positioned as the “front door to the Agentic Enterprise.” Benioff’s strategy is that the wild new world of AI requires a radically different approach in how businesses deploy technology to innovate and grow. How radical? Well, cofounder Parker Harris said that the new way of working with Slackbot is so profound that it is, in his words, “disintermediating Salesforce.” Now, I’m not sure if customers will find that remark reassuring or alarming — and I’ll go into Harris’s comment with more context and detail in a moment. Because for executives betting their businesses on their technology decisions, “radical” can be okay so long as it is paired inextricably with technology that is trustworthy, demonstrable, and capable of happening in real time rather than on some prehistoric multi-year timetable. So with Slackbot at the helm, Salesforce is promising its customers that it can deliver a seamless and growth-oriented approach to enterprise software that delivers — simultaneously — a system of engagement, a system of agency, a system of work, and a system of context. (Source: Salesforce.com) True to his nature, Benioff presented this radical-but-practical new model with a nice rhetorical flourish, saying that it offers safe transport to those companies caught on the wrong side of what he called “the agentic divide.” “We’re going to this incredible new world of the Agentic Enterprise,” Benioff said in his opening remarks at the Slackbot launch last week. “Being an Agentic Enterprise, all of a sudden you have a supercharged business: a system of context, a system of work, a system of agency, and a system of engagement, all front-ended by Slack,” which serves as “your operating system.” And business leaders who aren’t convinced that the Agentic Enterprise represents the land of milk and honey could find themselves wandering in the wilderness as competitors move more rapidly and more intelligently, grabbing market share and future opportunities along the way. “We have an incredible tiger by the tail with Agentforce — it’s our fastest-growing product ever with more than $800 million in fourth-quarter ARR,” Benioff said while thanking the 23,000 customers that have adopted Agentforce. “It’s been out for a couple of years, so we kno...
Spilling the tea on Slackbot Salesforce #sponsored me to attend its ...
I got to go behind the scenes, meet the teams building Slackbot, talk to customers using it, and even hear directly from Salesforce CEO Mark Benioff on where ...
Salesforce (CRM) Earnings Date and Reports 2026 - MarketBeat
When is Salesforce's next earnings announcement? View the latest CRM earnings date, analysts forecasts, earnings history, and conference call transcripts.
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