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Enterprise Software

The Information’s in-depth reporting about Enterprise Software.
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Recent Articles about Enterprise Software
Art via Clark Miller

SAP Moves to Block OpenClaw and Other Unauthorized AI Agents

By Kevin McLaughlin and Laura Bratton · May 4, 2026 6:00am PDT · 2 comments
Some enterprise software companies are worried enough about customers using AI agents to access their data that they’re planning to install tollgates to their apps. And then there are software companies like SAP. Last month, the $200 billion German firm published a policy document for customers, suggesting it would ban them from using external... Some enterprise software companies are worried enough about customers using AI agents to access...
Art by Mike Sullivan via Midjourney
Applied AI

Software Startups Under Threat; Experian Finally Takes the Chatbot Plunge

By Rocket Drew, Jon Victor and Catherine Perloff · Feb 27, 2025 10:00am PST
Enterprise software companies that raised money at lofty valuations during the pandemic startup boom are facing many obstacles as they look to jump-start growth. One is the threat from generative artificial intelligence.In our Enterprise Software Startup Takeover List, we’ve identified 92 promising candidates for acquisitions in the coming year.... Enterprise software companies that raised money at lofty valuations during the pandemic startup...
Databricks CEO, Ali Ghodsi. Photo via Getty.
Exclusive

Databricks Considers Raising Cash to Resolve Employee Stock Squeeze

By Cory Weinberg · Nov 12, 2024 9:45am PST · 3 comments
Enterprise software firm Databricks, one of the world’s most valuable private tech companies, is considering raising several billion dollars in the coming months to allow employees to cash out stock grants that begin to expire in early 2026. Such a move would signal that the firm, whose business of data management software has gotten a... Enterprise software firm Databricks, one of the world’s most valuable private tech...
Databricks CEO Ali Ghodsi. Photo by Bloomberg/Getty.
Databricks, After $380 Million Loss, in Talks to Raise More Cash
By Cory Weinberg and Amir Efrati · Aug 16, 2023 12:59pm PDT · 8 comments
Databricks CEO Ali Ghodsi. Photo by Bloomberg/Getty.
Exclusive

Databricks, After $380 Million Loss, in Talks to Raise More Cash

By Cory Weinberg and Amir Efrati · Aug 16, 2023 12:59pm PDT · 8 comments
Enterprise software firm Databricks is in early discussions with investors for a new cash infusion, likely totaling hundreds of millions of dollars, as it looks to capitalize on the fervor over artificial intelligence, two people familiar with the matter said. The investment talks come as Databricks has moved closer to break-even, after losing a... Enterprise software firm Databricks is in early discussions with investors for a new cash...
Naveen Rao (left), CEO of MosaicML, and Ali Ghodsi (right), CEO of DataBricks. Photos by Getty.

How Databricks CEO Justifies Paying $1.3 Billion for a Young AI Startup

By Aaron Holmes · Jun 28, 2023 3:31pm PDT · 5 comments
When enterprise software firm Databricks revealed on Monday it would pay $1.3 billion for a two-year-old artificial intelligence startup, MosaicML, the deal looked overpriced. Databricks is paying 65 times Mosaic’s $20 million in annual recurring revenue, a measure of customer commitments to pay for its software, according to Databricks... When enterprise software firm Databricks revealed on Monday it would pay $1.3 billion for a...
Palantir CEO Alexander Karp. Photo by Bloomberg.
The Briefing

The Flaws in Palantir's Big Tech-Like Growth Tactic

By Martin Peers · Feb 17, 2022 5:00pm PST
Enterprise software firm Palantir has proudly trod its own path in the tech industry, embracing an openly nationalist attitude that is in keeping with its roots serving the defense and intelligence communities. In his first appearance on a company earnings call today, CEO Alexander Karp even described Palantir as a company that “in every way... Enterprise software firm Palantir has proudly trod its own path in the tech industry, embracing...
Starburst CEO Justin Borgman. Photo courtesy of Starburst.
Exclusive

Investors Pay High Price for Starburst Data at $1.6 Billion Valuation

By Kate Clark · Dec 23, 2020 12:28pm PST
Enterprise software startup Starburst Data is raising a Series C financing at a post-money valuation of up to $1.6 billion, tripling the value of its private stock from six months ago despite relatively small revenue, according to an updated company charter. Andreessen Horowitz had been in the running to lead the round, two people familiar with... Enterprise software startup Starburst Data is raising a Series C financing at a post-money...
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