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Topic

Enterprise Software

Applications and databases sold to businesses for operations such as finance, human resources and data management.

Current stories

leadershipOne report1 publisher

Workday splits human oversight of its autopilot agents into three tiers

Workday told Rising 2026 attendees its new AI agents are autopilots that work on their own, iTWire reported. Executives also insisted humans stay "in the loop", so the open question for a buyer is what that oversight covers task by task.

Publishers:itwire.com

Reality

Evidence35
Adoption
Not scored
Hype gap+40
Incentives70
Confidence55
leadershipOne report1 publisher

Workday's chief AI officer lets models pick the workflow while approval steps stay fixed

Workday's Joel Hellermark says its agents pair reasoning models with deterministic guardrails, itwire reported. Sana, bought for US$1.1 billion, now orchestrates every Workday agent, so the model-driven half of that split runs in one acquired product.

Publishers:itwire.com

Reality

Evidence35
Adoption20
Hype gap+15
Incentives70
Confidence60
leadershipOne report1 publisher

Workday turns its Sana agent into the first screen every user sees

Workday made its Sana agent interface the default home screen for all users at its Rising event in Las Vegas. For HR and finance teams the day now starts at a prompt. Who reviews what the agents do is still unsettled.

Publishers:itpro.com

Reality

Evidence30
Adoption
Not scored
Hype gap+35
Incentives70
Confidence55
investOne report1 publisher

Gartner forecasts over 40% of agentic AI projects canceled even as a third of software ships with agents

Gartner expects over 40% of agentic AI projects to be canceled by the end of 2027 and a third of enterprise software to ship with agentic AI by 2028. Quartz's summary says both can hold at once. We think that argues for releasing agent budgets in tranches.

Publishers:qz.com

Reality

Evidence35
Adoption
Not scored
Hype gap
Not scored
Incentives
Not scored
Confidence40
buildConfirmed2 publishers

Spotify gathers Backstage, Portal, Confidence and Xirp under a Spotify Technology brand

Spotify has put four tools it built for its own engineers, Backstage, Portal, Confidence and Xirp, under one brand called Spotify Technology. It calls the move doubling down, a public commitment that platform teams running these tools can now hold it to.

Publishers:engineering.atspotify.com mezha.net techcrunch.com

Perspective Coverage

3 publishers
Builder
Builder 39%
Operator
Operator 23%
Investor
Investor 38%

Reality

Evidence45
Adoption
Not scored
Hype gap+35
Incentives70
Confidence60
investOne report1 publisher

ServiceNow's 5% morning takes back about a third of its year-to-date decline

Enterprise software was bought on Monday morning while the QQQ fell 2%, a four-point spread inside technology that arrives with two ServiceNow target raises already published before Dario Amodei's weekend essay.

Publishers:247wallst.com

Reality

Evidence40
Adoption55
Hype gap+35
Incentives62
Confidence45