Enterprise Software

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Recent Articles about Enterprise Software
Angela Weiss/AFP via Getty Images.
The Briefing

Wall Street Delivers Verdict on AI Slowdown’s Winners and Losers

By Martin Peers · Sep 14, 2026 5:00pm PDT
Guess who likes the idea of an AI development slowdown? Software investors! Stocks of enterprise software firms, such as Salesforce, Shopify, ServiceNow and Figma, all gained ground on Monday—ServiceNow jumped 7%, for instance, while Salesforce rose nearly 5%. Software firms, of course, have been seen as threatened by AI. Meanwhile, stocks of... Guess who likes the idea of an AI development slowdown? Software investors! Stocks of enterprise...
Anthropic CEO Dario Amodei and Palantir CEO Alex Karp. Photos via AP and Getty.
Exclusive

Anthropic-Palantir Partnership at Risk After Pentagon Decision

By Aaron Holmes, Sri Muppidi, Rocket Drew and Julia Hornstein · Mar 3, 2026 12:32pm PST · 1 comment
For over a year, Anthropic has served the U.S. government through Palantir Technologies, an enterprise software firm known for working with the Pentagon and other federal agencies. Palantir’s customers have used Anthropic models to help them identify patterns across large volumes of classified data so they can make decisions. But the Defense... For over a year, Anthropic has served the U.S. government through Palantir Technologies, an...
Businesses Still Dream of Using AI to Replace Enterprise Apps
Applied AI

Businesses Still Dream of Using AI to Replace Enterprise Apps

By Kevin McLaughlin and Aaron Holmes · Nov 20, 2025 10:45am PST · 1 comment
We’ve been hearing for years about the theoretical threat AI poses to enterprise software apps like Salesforce, ServiceNow and Workday. While a disaster scenario for these firms hasn’t happened because AI generally isn’t reliable enough to duplicate what they do, some customers are still trying to use the latest AI models to replace those apps... We’ve been hearing for years about the theoretical threat AI poses to enterprise software apps...
Animoca Brands CEO Robby Yung. Photo via Web Summit.
Pro Weekly: Even Crypto Firms Are Thinking IPO
By Akash Pasricha · Jun 28, 2024 8:00am PDT
Pro subscription required icon Animoca Brands CEO Robby Yung. Photo via Web Summit.
Pro Weekly

Pro Weekly: Even Crypto Firms Are Thinking IPO

By Akash Pasricha · Jun 28, 2024 8:00am PDT
There are dozens of tech companies hoping to go public, including specialists in enterprise software, retail, artificial intelligence—and most surprisingly, crypto. This week, we reported that Animoca Brands, which owns stakes in more than 400 crypto and metaverse companies, is looking into going public next year. The company was previously... There are dozens of tech companies hoping to go public, including specialists in enterprise...
Photo by MediaNews Group/Boston Herald via Getty Images
Exclusive

VC Firm OpenView Abruptly Winds Down After Key Partners Leave, Returns Sour

By Natasha Mascarenhas, Kate Clark and Amir Efrati · Dec 5, 2023 2:10pm PST · 8 comments
OpenView Venture Partners, a Boston-based venture capital firm that has backed enterprise software firms such as Calendly and Expensify, laid off most of its staff and will no longer make new investments, leaders told staff Tuesday, according to a person with knowledge of the situation. The sudden fall of the firm, which employed at least 74... OpenView Venture Partners, a Boston-based venture capital firm that has backed enterprise...
Thomas Kurian. Photo via Google Cloud.
AI Agenda

Why Google Still Needs Nvidia; The AWS-OpenAI Marriage That Could Have Been

By Jon Victor · Aug 30, 2023 7:00am PDT
Google unveiled its next-generation artificial intelligence chip at its annual enterprise software conference, Google Cloud Next, on Tuesday. But it still felt the need to tout a different kind of win: a partnership with Nvidia to offer that company’s state-of-the-art AI chips through Google Cloud alongside its own hardware. Nvidia CEO Jensen... Google unveiled its next-generation artificial intelligence chip at its annual enterprise...
Pro subscription required icon Pro subscription required icon Elad Gil, Sam Altman and Mamoon Hamid. Photos by Getty.
Pro Weekly

Pro Weekly: Our Top Enterprise Investors Flock Together

By Kalley Huang · Aug 4, 2023 8:00am PDT
Welcome back!This week, to help readers follow the shifting playing field of enterprise software, we published The Information’s Enterprise Tech Power List. For this second edition of the list, we identified 10 of the most powerful executives, 10 emerging executives and 13 investors who exert the most influence over the enterprise software... Welcome back!This week, to help readers follow the shifting playing field of enterprise software,...
The Apple Park campus in Cupertino, Calif. Photo: Bloomberg
Cybersecurity Startups Have a Lot to Prove
By Amir Efrati · Dec 28, 2021 6:08pm PST
The Apple Park campus in Cupertino, Calif. Photo: Bloomberg
The Briefing

Cybersecurity Startups Have a Lot to Prove

By Amir Efrati · Dec 28, 2021 6:08pm PST
Startups developing security software have largely tracked with the rest of the enterprise software startup field this year when it comes to funding and valuations—up and to the right—even as prices for publicly traded software companies fell a little closer to Earth. Venture capitalists poured a record $25 billion or so into cybersecurity... Startups developing security software have largely tracked with the rest of the enterprise...
Someone taking a photo of Cloudera signage when the company went public at the New York Stock Exchange in 2017. Photo by Bloomberg
The Briefing

Requiem for Cloudera and What It Means for Confluent IPO

By Martin Peers · Jun 1, 2021 5:00pm PDT · 2 comments
Next time you feel the urge to buy stock of a fast-growing enterprise software company, remember Cloudera. Private equity firms KKR and Clayton Dubilier & Rice today unveiled a deal to buy the enterprise software company for $16 a share, $1 more than where Cloudera went public in 2017. Still, the offer price is a darn sight better than the... Next time you feel the urge to buy stock of a fast-growing enterprise software company, remember...
Salesforce chief Marc Benioff. Photo by Bloomberg.
The Briefing

Salesforce Goes After Slack: The Information’s Tech Briefing

By Martin Peers · Nov 25, 2020 5:01pm PST
Just in time for the holidays, we have a possible big enterprise software merger. Salesforce’s interest in buying Slack, first reported by the Wall Street Journal, shouldn’t come as a surprise to anyone. We even predicted Salesforce could be a bidder for the workplace messaging service last January, along with several other companies... Just in time for the holidays, we have a possible big enterprise software merger....
A Nutanix facility in North Carolina. Photo by AP.

Nutanix Executives’ IPO Incentive

By Alfred Lee · Sep 30, 2016 12:11pm PDT · 2 comments
Nutanix’s initial public offering was off to a fast start on Friday, as the enterprise software company’s stock more than doubled. That lifted its market capitalization to around $4.9 billion in late afternoon trading, more than twice its last private valuation of $2 billion. It perhaps nudged open the IPO window for other... Nutanix’s initial public offering was off to a fast start on Friday, as the enterprise...