SAP's grand cloud escape plan €2B short of the runway
… As cloud revenue goes up, on-prem software support goes down because support is included with cloud revenue. …
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Meta cuts about 700 jobs as it shifts spending to AI
… Expenses rose 24% during 2025 to $118 billion, and the company has said it plans to spend between $162 billion and $167 billion this year although it expects operating income to increase, meaning revenue will grow faster than expenses . …
IBM CEO pay pack jumps 51% for 2025 in target smash and grab
… 2025 was seen as a successful year for IBM: revenue grew 8 percent to $67.5 billion, as it "shifted to higher growth areas, with over 75 percent of our business mix in Software and Consulting." Software was up 11 percent; hybrid cloud, data and automation grew double digits; and the "cumulative Gen… …
Outsourcer Telus admits to attack, possibly by ShinyHunters
… "The AI shift is changing cybersecurity more rapidly than any transition in history," said Mandia. …
Here's why most AI initiatives crash at pilot stage
… "It offers the right platform at a time when the gains from applying AI are starting to move on from a matter of greater efficiency to actual revenue growth," claims Bachenheimer. …