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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 25: Is Enterpris...
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.