Topics · 2 pieces

Enterprise Software

Everything we've published tagged enterprise-software.

Salesforce Just Had Its Worst Day in Years — and the Damage Isn't Contained
CRMNOWIGV

Salesforce Just Had Its Worst Day in Years — and the Damage Isn't Contained

A geopolitical war, a $25 billion buyback gone wrong, and a sector-wide repricing that smart generalists need to understand.

Apr 23, 2026enterprise-software
Europe's Biggest Software Company Just Lost Half Its Value. Here's Why That Matters Beyond SAP.
SAPCRMORCL

Europe's Biggest Software Company Just Lost Half Its Value. Here's Why That Matters Beyond SAP.

SAP's sell-off isn't just a stock story — it's a stress test for every enterprise software company, every cloud migration bet, and every AI narrative on the market.

Apr 13, 2026enterprise-software