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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 MI&S Weekly Analyst Insights — Week Ending May 15, 2026 Carriers Form D2D Satellite JV, 6G Expectations Cool & Data Center Pushback in Socorro RESEARCH NOTE: Google’s Gemini Enterprise Agent Platform Is a Serious Bid for the Agentic Control Plane BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA and U.S.–China Trade Relations on CNBC, May 13, 2026 RESEARCH NOTE: Motorola’s All-New Razr Fold Headlines a Mostly Unchanged Razr Lineup RESEARCH NOTE: SAP’s Bet on an Open Data Foundation for Agentic AI RESEARCH NOTE: Samsung Galaxy S26 Ultra — Samsung’s Halo Is Better Than Ever MI&S Weekly Analyst Insights — Week Ending May 8, 2026 Nvidia & Corning Unite, NTIA Report, ConnectX, FWA Uplink and 6G Spectrum News RESEARCH NOTE: Adobe CX Enterprise, An Agentic Control Plane for Orchestrated Customer Experience and AI Discovery RESEARCH NOTE: T-Mobile’s New SuperBroadband Aims to Solve Business Broadband Pain Points BROADCAST ANALYSIS: Patrick Moorhead Discusses AMD Earnings and Arm on CNBC, May 6, 2026 RESEARCH NOTE: Samsung’s Redesigned Galaxy Book6 Pro with Intel Core Ultra 3 Is a Welcome Upgrade RESEARCH PAPER: From Devices to the Cloud — Arm's Relevance in the Age of AI RESEARCH NOTE: Qlik’s Bet on Production-Grade Agentic AI RESEARCH NOTE: Google TPU 8: Architecture, Context, and Enterprise Relevance ANALYST INSIGHT: How Google’s Agentic Data Cloud Redefines What Context Means for the Enterprise MI&S Weekly Analyst Insights — Week Ending May 1, 2026 T-Mobile Super Broadband, Fiber Expansion, Satellite MVNO Rumors, & Big Tech Earnings — The 6G Podcast RESEARCH BRIEF: Oracle's Blueprint for Agentic AI RESEARCH NOTE: Devices Launched at MWC 2026 — Smartphones, Robots, AI, and PCs BROADCAST ANALYSIS: Patrick Moorhead Discusses Hyperscaler Earnings on CNBC, April 29, 2026 ANALYST INSIGHT: Google Cloud’s AI Hypercomputer at Next 2026: Real Co-Design, Targeted Reach RESEARCH NOTE: Meta Ray-Ban Display: Bridging the Gap Between Smart Glasses and AR AI Canvases Move From Collaboration To Core Revenue And IT Operations RESEARCH NOTE: Samsung Galaxy XR Headset: A Strong Hardware Foundation Waiting on Software DataCenter Podcast: Episode 58 — We’re Talking AI Bottlenecks, Google Cloud Next TPU 8 Review MI&S Weekly Analyst Insights — Week Ending April 24, 2026 RESEARCH NOTE: First-Take Analysis: Nuvacore Emerges From Stealth Mode RESEARCH NOTE: The HP Z2 Mini G1a: A Tiny Powerhouse for the AI Workstation Era RESEARCH NOTE: HP Imagine 2026: HP Evolves in the Era of AI BROADCAST ANALYSIS: Patrick Moorhead Discusses Apple's New CEO and Future Strategic Direction on CNBC, April 20, 2026 RESEARCH NOTE: Lenovo Closes Infinidat Acquisition — What Does It Mean for Enterprise Storage? MI&S Weekly Analyst Insights — Week Ending April 17, 2026 Amazon’s Globalstar Deal, Verizon’s FIFA Play, and Millimeter Wave Insights — The 6G Podcast RESEARCH NOTE: Galileo Brings Cisco a Purpose-Built Agent Evaluation Layer RESEARCH NOTE: Cohesity Positions AI Resilience as the Foundation for Enterprise AI Adoption DataCenter Podcast: Episode 57 — We’re Talking Beyond the Border, Nutanix .NEXT Recap RESEARCH NOTE: The HP EliteBoard G1a: A Capable PC in an Innovative Form Factor RESEARCH NOTE: Samsung’s Galaxy S26 Lineup Leads with AI and Privacy RESEARCH NOTE: Velaura AI’s Titan Core Targets the Biggest Problem in AI Datacenter Silicon: Power RESEARCH NOTE: The ASUS ROG Xbox Ally X Has Rekindled My Hope for Windows Gaming Handhelds RESEARCH NOTE: Infor Positions Industry Context as the Foundation for Agentic ERP BROADCAST ANALYSIS: Patrick Moorhead Discusses Advanced Chip Packaging on CNBC, April 8, 2026 PULSE BRIEF: Navigating Supply Chain Constraints with Architectural Flexibility RESEARCH NOTE: MWC 2026 Showcases Semiconductors for 5G, 6G, and Many Kinds of AI RESEARCH BRIEF: From Infrastructure to Resilience Foundation — Reframing Cyber Resilience for Data Management PULSE BRIEF: Cloud-Native Edge AI Platforms RESEARCH PAPER: The Economic Impact of a Domestic Semiconductor Foundry RESEARCH NOTE: Arm Enters the Silicon Business with AGI CPU RESEARCH NOTE: The Inference Inflection Point: What NVIDIA’s Groq 3 LPX Really Signals for Enterprise AI BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm AGI CPU on CNBC, March 25, 2026 DataCenter Podcast: Episode 56 — Artificial “Stupidity” and Arm Enters the AI Race PULSE BRIEF: Density Is Destiny — Rethinking AI Infrastructure in the AI Data Era BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm's New AGI CPU on CNBC, March 24, 2026 BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA GTC Announcements on CNBC, March 16, 2026 RESEARCH NOTE: WD Innovation Day and FY2026 Q2 Earnings Reflect Disciplined Execution RESEARCH NOTE: AWS and Cerebras Partner to Deliver Disaggregated AI Inference The Enterprise Applications Podcast, Ep 26: AI Agents - The New Control Layer for Enterprise Apps DataCenter Podcast: Episode 55 — The AI Power Problem: Data Centers, Nuclear SMRs, and AWS + Cerebras RESEARCH NOTE: VAST Forward 2026 Positions the Data Platform as the Persistent Operational Layer for AI Game Time Tech Ep 28: MLB 2026 Season – AI, XR, Stadium Tech, and the Future of Baseball BROADCAST ANALYSIS: Patrick Moorhead Discusses AI Chip Export Controls and Oracle's Upcoming Earnings on Yahoo Finance, March 9, 2026 RESEARCH NOTE: Digging into the AMD–Meta Deal RESEARCH NOTE: Zoom Promotes ‘System of Action’ via AI-First Canvases and Agentic Workflows Game Time Tech Ep 27: How AI Is Transforming Pro Sports RESEARCH NOTE: IBM FlashSystem — Advancing Toward an Intent-Aware Storage Control Layer RESEARCH NOTE: RPT-1 Is Turning SAP Data Into Insightful AI RESEARCH NOTE: Dell Pro 14 Premium Laptop with 5G Connectivity BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on Yahoo Finance, February 25, 2026
The Enterprise Applications Podcast - Ep 25: Is Enterprise ERP Ready for Agentic AI?
2026-03-04 · via Moor Insights & Strategy

In this episode of The Enterprise Applications Podcast, Melody Brue and Robert Kramer explore what enterprise readiness actually looks like across ERP, enterprise applications, and modern data strategy.

From analyst events to vendor strategy shifts, the conversation focuses on how organizations are moving beyond traditional systems of record toward event-driven, AI-enabled, and ecosystem-centric architectures.

Key topics include Zoho’s enterprise positioning, SAP’s autonomous enterprise vision, agentic ERP design, and how pricing models like Salesforce’s Active User metric reflect changing value frameworks across enterprise software.

More importantly, the discussion highlights the structural realities behind transformation — governance, integration, operational discipline, and architectural alignment.

If enterprise AI is entering the execution phase, the real question becomes: are organizations structurally ready for it?

Topics covered include:

ZohoDay
Key ZohoDay analyst and customer themes from ZohoDay, including product direction, enterprise positioning, and market messaging.
LinkedIn post

SAP’s Strategic Analyst Council & the Autonomous Enterprise
SAP’s push toward an autonomous enterprise and the effort to move ERP from a system of record to a system of guidance and action

Event-Driven, Agentic ERP
How event-driven architectures and agentic AI are reshaping ERP design, operations, and automation models.
Forbes article

RingCentral Analyst Event
RingCentral’s analyst event and how its AI signals and product moves aim to connect communications more tightly with workflows.
LinkedIn post

Salesforce Active User (AWU) Pricing
Salesforce’s Active User (AWU) pricing discussions and what they signal about value metrics in enterprise applications.
LinkedIn post

CAIP HE as a Structural Model
Whether CAIP HE can serve as a structural model for intelligent ERP and how it might frame future architectures.
LinkedIn article

From Platforms to Ecosystems
Why enterprise data strategies are moving beyond single platforms toward ecosystem-centric models and partner-led value creation.
Forbes article

Throughout the episode, the discussion focuses on structural alignment, governance, integration, and organizational discipline as the factors that determine whether these strategies can be implemented effectively.

Watch the full episode here:

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.