June 3, 2026
Microsoft
April 30, 2026
Why Microsoft’s $190B AI Bet Changes Everything
By Jim Lundy Why Microsoft’s $190B AI Bet Changes Everything Microsoft reported third-quarter fiscal 2026 revenue of $82.89 billion, an 18% increase that surpassed market expectations. This growth was driven prim
April 6, 2026
CrowdStrike Secures AI Agents at RSAC 2026
By Jim Lundy CrowdStrike Secures AI Agents at RSAC 2026 The rapid proliferation of autonomous AI agents within the enterprise has created a new frontier for security vulnerabilities that traditional perimeter defen
March 26, 2026
Cisco Veteran Javed Khan Appointed CEO of Neat
By Jim Lundy Cisco Veteran Javed Khan Appointed CEO of Neat The video conferencing market is entering a new era of intelligent hardware, and Neat's latest leadership move signals a shift toward aggressive enterpris
February 11, 2026
Cisco doubles down on Agentic Security
By Jim Lundy Cisco doubles down on Agentic Security Cisco recently announced a significant expansion of its security portfolio designed to address the unique risks of the autonomous agent era. These updates
Microsoft Sales Push Ignores Copilot issues
By Ken Dulaney Microsoft Sales Push Ignores Copilot issues This blog overviews the recent leadership changes within Microsoft’s commercial sales organization and offers our analysis on why a "sales-first"
February 9, 2026
Spending Surges at Amazon, Microsoft & Google
By Jim Lundy Spending Surges at Amazon, Microsoft & Google The fourth-quarter earnings season for the major technology providers has concluded, revealing a massive shift in how the industry allocates capital. Whi
February 7, 2026
Amazon plans to invest $200B on AWS Cloud
By Jim Lundy Amazon plans to invest $200B on AWS Cloud Amazon recently shocked the financial markets by announcing a massive $200 billion capital expenditure plan for 2026. While the company reported a solid net prof
February 6, 2026
To Live and Die in AI: Varonis buys AllTrue
By Jim Lundy To Live and Die in AI: Varonis buys AllTrue The race to secure the autonomous enterprise has reached a fever pitch as data security and AI governance collide. Cybersecurity leader Varonis Systems recentl
February 3, 2026
OpenAI Codex Signals the Dawn of Agentic Ops
By Jim Lundy OpenAI Codex Signals the Dawn of Agentic Ops The shift from simple code completion to autonomous project orchestration is happening faster than many industry observers anticipated. OpenAI recently announ
January 31, 2026
Cvent buys On24 and Goldcast – Video AI or bust
By Jim Lundy Cvent buys On24 and Goldcast - Video AI or bust Cvent is making massive waves in the industry with the back-to-back acquisitions of Goldcast and ON24 for a combined $700 million. These deals re
January 30, 2026
AI Assistants: Microsoft trails Google & OpenAI
By Jim Lundy AI Assistant Adoption: Microsoft trails Google & OpenAI The race for AI assistant dominance has entered a critical phase where raw user counts are clashing with monetization realities. Recent market
Microsoft Earnings Driven by Massive AI Factory Scaling
By Jim Lundy Microsoft Earnings Driven by Massive AI Factory Scaling Microsoft reported its second quarter earnings for fiscal year 2026, delivering a strong beat on both top and bottom lines as cloud revenue surpass
November 25, 2025
Microsoft Agent 365: focus on Governance
By Jim Lundy Microsoft Agent 365: focus on Governance The rise of the AI agent is fundamentally reshaping enterprise work, moving organizations from human-assisted Copilots to agent-operated syste
November 7, 2025
Canva Creative OS – Rethinking Marketing tools
By Jim Lundy Canva Creative OS - Rethinking Marketing tools Canva’s launch of its Creative Operating System (OS)—encompassing a supercharged Visual Suite, world-first Design AI, and new scalin
November 4, 2025
Microsoft Copilot becomes an AI Team Player
By Jim Lundy Microsoft Copilot becomes an AI Team Player Microsoft’s latest Copilot release is a major strategic pivot, repositioning its generative AI from a helpful individual assistant to an
October 19, 2025
Sprinklr: The Agentic CX Revolution
By Jim Lundy Sprinklr: The Agentic CX Revolution The customer experience (CX) market is facing a critical inflection point, moving beyond simple automation to genuine digital transformation. Customers now
October 10, 2025
OpenAI’s AgentKit Aims to Dominate the Market
By Jim Lundy OpenAI's AgentKit Aims to Dominate the Market The race to build and deploy intelligent AI agents is heating up significantly. While the concept isn't new, the tools to build them have bee
September 18, 2025
Copilot Agents: Microsoft’s Automation Play
By Jim Lundy Copilot Agents: Microsoft's Automation Play The initial wave of generative AI assistants brought a powerful, yet generic, new capability to the enterprise. While useful, the true potential of AI is u
September 13, 2025