🎙️ NEW EPISODE: Enterprise Apps Ep 23 with Robert Kramer and Melody Brue
Автор: Moor Insights & Strategy
Загружено: 2026-01-29
Просмотров: 131
Описание:
Robert Kramer and Melody Brue discuss critical developments that signal where enterprise technology is heading.
KEY TOPICS:
✅ Acumatica's AI Studio and AI Assistant for practical AI adoption
✅ Industry-specific AI capabilities in manufacturing, construction, and professional services
✅ How Acumatica is differentiating in a crowded mid-market ERP space
✅ Adobe's document-to-presentation and document-to-podcast features
✅ Comparison to Google's NotebookLM and why boundary-setting matters
✅ IBM study findings: 79% expect AI revenue by 2030, 24% know how
✅ The execution gap explaining tech stock volatility
✅ ServiceNow-Anthropic partnership: Claude as default for Build Agent
✅ AI Control Tower as enterprise AI governance layer
✅ ServiceNow's multi-model strategy (OpenAI + Anthropic)
✅ ServiceNow earnings: Beat but stock declined (cRPO question)
✅ Microsoft earnings: Azure 39% growth but $37.5B capex questions
✅ IBM earnings: $12.5B AI book, diversified AI strategy, stock up 8%
✅ Why ROI clarity beats growth storytelling in this market
RESOURCES MENTIONED:
🔗 Acumatica Summit 2026:
https://www.acumatica.com/summit-2026...
/ urn:li:activity:7422388785176293376
🔗 Adobe Acrobat AI Features:
https://blog.adobe.com/en/publish/202...
🔗 IBM AI Study:
https://newsroom.ibm.com/2026-01-19-i...
🔗 ServiceNow-Anthropic Partnership:
https://newsroom.servicenow.com/press...
In this episode of Enterprise Apps, we break down Acumatica Summit 2026, Adobe’s latest AI features, IBM’s AI growth study, ServiceNow’s Anthropic partnership, and key tech earnings from Microsoft, IBM, and ServiceNow.
00:00 – Welcome & episode overview
01:20 – Market volatility, earnings context & show disclaimer
Acumatica Summit 2026
02:25 – Acumatica Summit 2026: event highlights & scale
03:35 – AI adoption, customer readiness & data challenges
05:05 – Mid-market ERP competition & AI differentiation
06:40 – Anomaly detection & immediate AI ROI use cases
07:30 – Acumatica 2026 R1 roadmap & product strategy
08:30 – Modernized UI, portals & ERP evolution
Adobe AI Announcements
10:45 – Adobe AI updates: Acrobat & Express
11:55 – Voice, Notebook LM comparisons & AI summaries
14:20 – AI-powered presentations & creative workflows
16:40 – Adobe vs Notebook LM: research vs output focus
IBM AI Study
19:55 – IBM Institute for Business Value AI growth study
21:40 – AI revenue expectations vs execution gap
23:25 – Efficiency vs innovation in AI investment
24:45 – AI model sophistication, productivity & margins
ServiceNow & Anthropic
26:55 – ServiceNow & Anthropic partnership overview
27:40 – Agentic AI, governance & AI control tower
29:50 – Multi-model strategy & enterprise oversight
Voice, Change Management & Adoption
30:55 – Voice interfaces, adoption barriers & change management
33:55 – Voice UX, productivity & real-world use cases
Tech Earnings Quick Takes
34:05 – ServiceNow earnings highlights & market reaction
36:30 – Microsoft earnings: cloud, Azure & AI momentum
38:50 – IBM earnings: AI bookings & operational efficiency
Wrap-Up
41:30 – AI ROI expectations & investor sentiment
42:05 – Listener comments, wrap-up & next episode preview
...
ABOUT THIS EPISODE:
This week on the Enterprise Apps Podcast from Moor Insights & Strategy, we're breaking down the biggest enterprise AI announcements and earnings that signal where technology is heading in 2026. From mid-market ERP consolidation to governance-first AI strategies to the ROI clarity gap, we analyze what's real momentum vs. hype, and what it means for your enterprise tech decisions.
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