enterprise software4 articles
IBM Says AI Delayed Its Software Sales, Not Killed Them. Wall Street Isn't Convinced.
IBM is reassuring investors that a software sales slowdown in Q2 was merely a temporary delay caused by customers prioritising AI infrastructure spending, not a sign of permanent demand destruction, with CEO Arvind Krishna noting that a third of the stalled deals have already closed in the first weeks of the new quarter. Wall Street remains sceptical, questioning whether the shift reflects deferred or fundamentally changed spending priorities. Meanwhile, IBM is positioning AI as its next major growth opportunity, notably through Project Lightwell, a new service helping enterprises secure legacy open source software using AI, which has already attracted major financial institutions at $1 million per year.
Agentforce Is Flopping With Customers, Says KeyBanc. Salesforce Disagrees.
Salesforce's AI agent platform, Agentforce, is struggling to gain traction with customers, according to KeyBanc Capital Markets analysts, who found that clients' data is often not ready for meaningful AI work and that the product itself falls short of expectations. The investment bank also noted that more CIOs plan to deprioritize Salesforce in their IT budgets, while customers are largely unwilling to pay for AI capabilities through their CRM provider. Salesforce disputes this characterisation, calling Agentforce its fastest-growing product ever, but broader analyst sentiment and a 36% drop in its stock price this year suggest significant market skepticism.
T-Mobile Is Dragging Broadcom to Court Over VMware Support It Paid For
T-Mobile has filed a lawsuit against Broadcom in a New York court, arguing that Broadcom was contractually obligated to continue supporting its VMware perpetual licenses after the company attempted to renew support for a third year at around $5.28 million but was refused. The dispute stems from Broadcom's acquisition of VMware, after which it discontinued perpetual licenses in favour of more expensive subscription bundles. A judge has granted T-Mobile a temporary injunction allowing it to receive support through August 2026, while the company continues migrating tens of thousands of virtual machines off VMware — a complex process involving over 1,000 applications.
Oracle E-Business Suite Exploited Before Anyone Even Published the Attack Code
A critical vulnerability in Oracle E-Business Suite's Payments module (CVE-2026-46817, CVSS 9.8) was actively exploited just six weeks after Oracle patched it in May, with attacks beginning before any public proof-of-concept code was released, suggesting the attacker reverse-engineered Oracle's patch or used a private exploit. The targeted, low-volume nature of the attacks — only six attempts from a single source — indicates deliberate reconnaissance rather than broad scanning. The incident reflects a growing trend of attackers rapidly weaponizing enterprise software patches, with around 950 EBS instances currently exposed to the public internet.