enterprise software

Microsoft’s move to make Judson Althoff the CEO of a newly framed commercial business marks a deliberate, high-stakes reframing of how the company will sell, package and operationalize AI — while Satya Nadella pivots to focus more of his time on the technical side of the house: datacenter...

Microsoft's internal audio from a recent all-hands has blown open a problem the company already knew it was wrestling with: customers—and even some employees—are struggling to tell the many “Copilot” offerings apart, and Microsoft is now moving to corral that confusion with product renames...

Satya Nadella has tapped Judson Althoff to run Microsoft’s commercial business as a standalone CEO-level organization, a move designed to free Nadella to concentrate on the company’s sprawling technical agenda — from datacenter build‑outs to systems architecture and the science of AI — while...

Microsoft’s move to outsource hollow‑core fiber (HCF) production to established glass and fiber manufacturers marks a key inflection point for a technology that has long promised dramatic gains in latency, bandwidth and energy efficiency for cloud and AI workloads. Over the last week Microsoft...

A recent salvo in the ongoing debate over the commercial success of Microsoft’s AI-first strategy claims that Microsoft 365 Copilot — the company’s marquee productivity AI product — has only about 8 million paying subscribers, a figure that, if true, would represent a tiny fraction of...

Microsoft’s latest results and strategy moves aren’t just another quarterly beat — they’re the continuation of a deliberate transformation that has put the company at the center of Wall Street’s AI-driven optimism. In the most recent reporting cycle Microsoft signaled that its cloud and AI...

Microsoft’s most recent results and guidance refinement make one fact unmistakable: the company’s future growth is being driven by an Azure‑anchored, AI‑first platform strategy — and that strategy is increasingly capital‑intensive, partnership‑dependent, and subject to both regulatory and...

Cluster Reply’s rapid, Microsoft‑backed rollout for Riverty — delivered into production in just 100 days — marks a clear, practical example of how an AI‑first, human‑centric customer‑service platform can be assembled using Dynamics 365, Dataverse and Microsoft Copilot tooling while remaining...

Satya Nadella’s blunt message to Microsoft employees — that the company must undergo a “messy” and relentless transformation to survive the AI era — captures a high-stakes strategy that is already reshaping products, teams, and internal culture across the company. Background Microsoft’s...

VeriPark is reported to have been named to Microsoft’s elite Inner Circle for AI Business Solutions for the 2025–2026 cycle, a recognition that — if confirmed — would mark a continuation of the company’s long-running partnership with Microsoft and its steady profile in financial‑services-focused...

Oracle’s sudden leap from an enterprise-software stalwart to a potential top-tier cloud infrastructure contender is the defining business story of the fall — and it starts with an eye-popping backlog that reshapes the competitive map for AI-era data centers. Background The core idea behind...

Anthropic has rolled out an optional Memory capability for Claude that is now available to Team and Enterprise plan customers, enabling the assistant to retain and recall project- and work-related context across sessions while giving admins and users controls to view, edit, and disable what the...

Oracle’s first‑quarter disclosure and subsequent analyst reporting have transformed what had been a cautious infrastructure pivot into a full‑blown, capital‑intensive sprint toward AI dominance — but the numbers that dazzled Wall Street come with real execution and counterparty risks that...

Microsoft’s latest moves to decouple Teams from its flagship productivity suites mark a watershed moment in how dominant software vendors respond to regulatory pressure — and could redraw the economic map for collaboration tools, enterprise procurement, and platform integration worldwide. The...

Mobile usage of AI assistants has taken a measurable lead over desktop in recent months, with Comscore reporting mobile reach for AI tools rising to 73.4 million users (a 5.3% increase) while PC usage fell roughly 11.1%, and the largest mobile growth rates concentrated in Microsoft Copilot...

Microsoft’s AI unit has shipped two first‑party foundation models — MAI‑Voice‑1 and MAI‑1‑preview — marking a clear acceleration of in‑house model development even as the company continues to integrate and promote OpenAI’s frontier models such as GPT‑5 across its product stack. The launches are...

Microsoft appears to be quietly reworking how it charges businesses for Copilot — moving role-based Copilots for Sales, Service, and Finance into the core Microsoft 365 Copilot offering, reorganizing teams around an “agent-native” strategy, and shifting how custom agents are metered. If...

OpenAI’s recent recalibration—from boardroom restructures to multi‑cloud infrastructure deals—marks a watershed for the AI economy: the company is no longer only a model-builder, it is shaping the infrastructure, commercial contracts, and governance norms that will determine who wins the next...

Microsoft’s position in the software industry today is defined by a rare combination of enormous scale, accelerating cloud-and-AI revenue, and a conservative balance sheet — a profile that helps explain why the company is being valued like a growth platform even as some headline ratios appear...

Microsoft’s scale and cash-generation power remain the dominant story in the software sector, but automated peer snapshots—like the Benzinga table under review—both illuminate and obscure the real picture: Microsoft is simultaneously a lower‑multiple, fortress‑balance‑sheet giant and a...