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The AI challengers are starting to help SaaS incumbents deepen customer lock-in Salesforce and Anthropic partnership Salesforce and Anthropic have given their expanded partnership a suitably muscular name: Claudeforce. While it sounds like innocuous co-branding, Chief…
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Everest Group’s view on how Zoom Up takes the partner strategy beyond resale, where the model is strong, and what will determine scale through FY2027-FY2028 Zoom is moving its partner strategy beyond referral and resale as it expands across collaboration, Customer Experience (CX), Artificial Intelligence…
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State of the Market Aug. 11, 2026
Insurance IT Services State of the Market 2026
Insurance carriers are navigating a more complex operating environment shaped by margin pressure, regulatory scrutiny, platform fragmentation, and accelerating AI adoption. Traditional project- and tower-based delivery models are giving way to continuously operated value streams across… -
Blog Aug. 03, 2026
Post-quantum Cryptography (PQC) readiness in BFSI: the road to quantum-safe transformation
In Part 1 of this series, Why the Migration Clock Has Already Started, we explained why Banking, Financial Services and Insurance (BFSI) enterprises cannot wait for a formal mandate to begin their Post-quantum Cryptography (PQC) migration and estimated a roughly US$7 billion spending opportunity across the top… -
Software's structural shift toward services: how AI is impacting SaaS and frontier model product mix
Oil and water do not mix. The same was once said of services (water), in the software (oil) world. Artificial Intelligence (AI) has breached that dam. Services have become essential to driving adoption of AI products, and recent Forward-deployed Engineering (FDE) announcements attest to this shift. The question is how far software and frontier model companies are likely to go… -
Over the past few months, Ross and I have spoken with enterprise technology leaders across two large consumer goods firms, a healthcare payer, and a leading global asset management firm. These conversations converged on three themes: Software-as-a-Service (SaaS) consolidation, the path to building an…
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Enterprises worldwide are prioritizing AI as a core strategic initiative, yet realizing tangible value from AI investments remains challenging. Despite growing adoption and increasing experimentation, many organizations struggle to scale AI initiatives across business functions due…
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Tech Provider Spotlight March 19, 2026
Tech Provider Spotlight: Intelligent Omnichannel Engagement Platforms in Life Sciences
Life sciences commercial engagement is undergoing a fundamental transformation as enterprises move from siloed, channel-centric models to coordinated, customer-centric omnichannel strategies. Increasing Healthcare Professionals (HCP) access constraints, evolving customer expectations, proliferation of digital channels, and mounting… -
Over the last few months, my colleagues and I have had multiple conversations with leaders of Information Technology Services (IT) companies. One common undercurrent in those conversations (no, it is not agentic Artificial Intelligence (AI)) has been their aspiration…
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Voice of the Partner Dec. 15, 2025
Voice of the Partner (VoP): Leading Technology Providers
Global technology ecosystems are rapidly transforming as enterprises increasingly rely on channel partners to deliver integrated, outcome-driven solutions. As technology stacks expand and customer expectations rise, technology providers are reshaping their partner engagement models to drive… -
The AI market continues to grow rapidly, fueled by advancements in foundation models and increasing enterprise demand for scalable, domain-specific AI solutions. Organizations are prioritizing AI to drive automation, improve decision-making, and modernize operations across hybrid…
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IBM Think 2025 felt like a company at the crossroads of clarity and complexity. With Jimit Arora (CEO, Everest Group) and Shirley Hung (Partner) in attendance, the Everest Group team studied IBM’s evolving narrative around enterprise…
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Blog April 24, 2025
Google Cloud Next ’25 Recap: Embracing Platform-centric AI, Scalable Infrastructure, and Open Innovation
Google Cloud Next ’25 showcased a clear evolution in Google Cloud’s enterprise strategy, moving beyond standalone product announcements, towards building an integrated, modular platform for artificial intelligence (AI)-led transformation. Over three packed days, the tech providers… -
Jensen Huang took the stage at GTC 2025 with his signature leather jacket and a grin that signaled he was about to deliver another industry-defining keynote. He wasted no time in setting the tone with his…
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Systems of Execution (SoEs) represent the critical missing layer in enterprise AI adoption, transforming isolated AI experiments into a scalable, autonomous execution framework. Traditional enterprise systems store and display information but do not bridge the gap…
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Lip-Bu Tan’s appointment as Intel’s Chief Executive Officer (CEO) comes at a pivotal moment, as the company faces existential questions about its role in the future of computing. His track record as an investor in artificial…
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In a bold move to strengthen its artificial intelligence (AI) automation capabilities, ServiceNow announced on March 10, 2025, that it was acquiring Moveworks for US$2.85 billion. The deal is not just another acquisition either – it…
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This breaking viewpoint provides Everest Group’s view on how AI infusion – integrating AI into existing enterprise workflows – will outpace full AI replacement in key industries. It explores AI's role in financial services, healthcare, and…
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PEAK Matrix® June 28, 2024
Healthcare Industry Cloud Services PEAK Matrix® Assessment 2024
The healthcare industry is significantly investing in cloud services to implement use cases in health data analytics, value-based care, population health, and interoperability. As enterprises grow, they leverage industry cloud to future-proof technology infrastructure and enhance… -
In its Google Cloud Next ’24 event, held April 9-11, 2024, in Las Vegas, Google Cloud announced the release of new features under its Modern Infrastructure offering. With this release, Google has strengthened its best-of-breed positioning…
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