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Moor Insights & Strategy

Broadcom Mainframe Software Analyst Summit: Meeting Enterprise AI At The Customer's Pace The Claude-ification Effect - Does Microsoft Copilot Cowork Offer Something New? MI&S Weekly Analyst Insights — Week Ending June 12, 2026 RESEARCH NOTE: Computex 2026 Shows How Infrastructure Fragments as AI Scales Is SAP's AI Transformation the Future of SaaS? - Pulse Brief OpenAI Flexes Enterprise Ambitions With Colin Fleming As Business CMO RESEARCH NOTE: Rayfin Turns Microsoft Fabric Into a Runtime for Agent-Built Apps RESEARCH NOTE: Google I/O 2026 — More Details on AI and AR Glasses, Including Project Aura BROADCAST ANALYSIS: Patrick Moorhead Discusses the AI Market, Semiconductors, SpaceX, and Big IPOs on The Street, June 10, 2026 At Cisco Live 2026, Cisco Bets The Network Is The AI Platform MI&S Weekly Analyst Insights — Week Ending June 5, 2026 Apple WWDC 2026 - Resetting Siri, OS Improvements, and Parental Controls BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Computex, China Trade Restrictions, and Berkshire’s Google Investment on CNBC Asia, June 1, 2026 RESEARCH NOTE: Dell Makes Its Case for Owning the Enterprise AI Stack Microsoft Work Trend Index 2026 Shows AI Productivity Is Not Enough Huawei's Chip Claims, SpaceX IPO Insights, Network X, Starcloud, AT&T & Amazon Leo Updates RESEARCH NOTE: Can Intel Wildcat Lake Challenge Apple’s MacBook Neo and Make Cheap PCs Great Again? ANALYST INSIGHT: Tenstorrent Is Disrupting the Inference Market MI&S Weekly Analyst Insights — Week Ending May 29, 2026 RESEARCH NOTE: Panasonic TOUGHBOOK 56 Brings Much-Needed Updates to the Rugged Form Factor RESEARCH NOTE: Amazon’s Acquisition of Globalstar Accelerates Amazon Leo Ambitions RESEARCH NOTE: IBM Turns Sovereignty Into a Product ANALYST INSIGHT: Mission-Critical ERP Needs Mission-Critical Agents RESEARCH NOTE: Cadence Leans into EDA Super Agents at Cadence LIVE 2026 MI&S Weekly Analyst Insights — Week Ending May 22, 2026 RESEARCH NOTE: Distance Technologies Partners on Kia Vision Meta Turismo Concept Car Retail AI Requires a Fundamentally Different Approach to Implementation — Research Brief BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on CNBC, May 20, 2026 Enterprises Need To Be Careful Before They Go All-In On Anthropic RESEARCH NOTE: AT&T, T-Mobile, and Verizon Create Unprecedented Joint Venture for D2D Satellite Simplicity
The Enterprise Applications Podcast, Ep 26: AI Agents - T...
2026-03-13 · via Moor Insights & Strategy

This week on the Enterprise Apps podcast, Melody Brue and Robert Kramer dive deep into the tidal wave of news shaping the enterprise technology landscape. They dissect major announcements from Microsoft, RingCentral, Zoom, Oracle, Salesforce, and more, revealing a clear trend: AI is evolving beyond isolated features to become a foundational, programmable layer across core enterprise systems. Discover how this shift is impacting everything from productivity and data governance to customer experience and supply chain resilience.

This week’s rapid‑fire conversation looks at:

  • Microsoft 365 Copilot updates and the new consumer Copilot Health offering
  • Microsoft 365 Copilot updates and the new Copilot Health offering
  • RingCentral AIR Pro
  • RingCentral AIR Pro for Healthcare
  • Zoom’s move toward AI‑first canvases
  • Oracle’s continued two‑lane ERP strategy with Fusion and NetSuite
  • Google’s agreement to acquire Wiz
  • New Sage research on the widening supply chain confidence gap
  • Boomi’s data activation approach for AI agents
  • Teradata’s vector indexing capabilities for AI workloads
  • Zendesk expanding AI service capabilities via its Forethought acquisition
  • Salesforce’s new Agentforce Contact Center

Microsoft 365 Copilot Updates

Microsoft Copilot Health

RingCentral AIR Pro

Zoom AI Canvases

Oracle Q3 2026 Earnings & two-lane ERP strategy

Wiz & Google

New Sage Research Shows Supply Chain Gaps

Boomi data activation for AI agents

Teradata’s vector indexing capabilities

Zendesk Forethought Acquisition

Salesforce Contact Center

Watch the full episode:

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show, its contents should not be taken as investment advice.

Melody Brue

Mel Brue is vice president and principal analyst covering modern work and financial services. Mel has more than 25 years of real tech industry experience in marketing, business development, and communications across various disciplines, both in-house and at agencies, with companies ranging from start-ups to global brands. She has built a unique specialty working in technology and highly regulated spaces, such as mobile payments and finance, gaming, automotive, wine and spirits, and mobile content, ensuring initiatives address the needs of customers, employees, lobbyists and legislators, as well as shareholders. 

Robert Kramer

VP & Principal Analyst at Moor Insights & Strategy |  + posts

Robert Kramer is vice president and principal analyst covering enterprise data, including data management, databases, data lakes, data observability, data analytics, and data protection. Robert has over 30 years of proven experience with startups, IT companies, global marketing, detailed strategies, business modeling, and planning, working with enterprise companies, GTM assets, management, and execution.

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