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Robert Kramer and Melody Brue discuss critical developments that signal where enterprise technology is heading. KEY TOPICS: ✅ Acumatica's AI Studio and AI Assistant for practical AI adoption ✅ Industry-specific AI capabilities in manufacturing, construction, and professional services ✅ How Acumatica is differentiating in a crowded mid-market ERP space ✅ Adobe's document-to-presentation and document-to-podcast features ✅ Comparison to Google's NotebookLM and why boundary-setting matters ✅ IBM study findings: 79% expect AI revenue by 2030, 24% know how ✅ The execution gap explaining tech stock volatility ✅ ServiceNow-Anthropic partnership: Claude as default for Build Agent ✅ AI Control Tower as enterprise AI governance layer ✅ ServiceNow's multi-model strategy (OpenAI + Anthropic) ✅ ServiceNow earnings: Beat but stock declined (cRPO question) ✅ Microsoft earnings: Azure 39% growth but $37.5B capex questions ✅ IBM earnings: $12.5B AI book, diversified AI strategy, stock up 8% ✅ Why ROI clarity beats growth storytelling in this market RESOURCES MENTIONED: 🔗 Acumatica Summit 2026: https://www.acumatica.com/summit-2026... / urn:li:activity:7422388785176293376 🔗 Adobe Acrobat AI Features: https://blog.adobe.com/en/publish/202... 🔗 IBM AI Study: https://newsroom.ibm.com/2026-01-19-i... 🔗 ServiceNow-Anthropic Partnership: https://newsroom.servicenow.com/press... In this episode of Enterprise Apps, we break down Acumatica Summit 2026, Adobe’s latest AI features, IBM’s AI growth study, ServiceNow’s Anthropic partnership, and key tech earnings from Microsoft, IBM, and ServiceNow. 00:00 – Welcome & episode overview 01:20 – Market volatility, earnings context & show disclaimer Acumatica Summit 2026 02:25 – Acumatica Summit 2026: event highlights & scale 03:35 – AI adoption, customer readiness & data challenges 05:05 – Mid-market ERP competition & AI differentiation 06:40 – Anomaly detection & immediate AI ROI use cases 07:30 – Acumatica 2026 R1 roadmap & product strategy 08:30 – Modernized UI, portals & ERP evolution Adobe AI Announcements 10:45 – Adobe AI updates: Acrobat & Express 11:55 – Voice, Notebook LM comparisons & AI summaries 14:20 – AI-powered presentations & creative workflows 16:40 – Adobe vs Notebook LM: research vs output focus IBM AI Study 19:55 – IBM Institute for Business Value AI growth study 21:40 – AI revenue expectations vs execution gap 23:25 – Efficiency vs innovation in AI investment 24:45 – AI model sophistication, productivity & margins ServiceNow & Anthropic 26:55 – ServiceNow & Anthropic partnership overview 27:40 – Agentic AI, governance & AI control tower 29:50 – Multi-model strategy & enterprise oversight Voice, Change Management & Adoption 30:55 – Voice interfaces, adoption barriers & change management 33:55 – Voice UX, productivity & real-world use cases Tech Earnings Quick Takes 34:05 – ServiceNow earnings highlights & market reaction 36:30 – Microsoft earnings: cloud, Azure & AI momentum 38:50 – IBM earnings: AI bookings & operational efficiency Wrap-Up 41:30 – AI ROI expectations & investor sentiment 42:05 – Listener comments, wrap-up & next episode preview ... ABOUT THIS EPISODE: This week on the Enterprise Apps Podcast from Moor Insights & Strategy, we're breaking down the biggest enterprise AI announcements and earnings that signal where technology is heading in 2026. From mid-market ERP consolidation to governance-first AI strategies to the ROI clarity gap, we analyze what's real momentum vs. hype, and what it means for your enterprise tech decisions. SUBSCRIBE & FOLLOW: 🔔 Subscribe to the Enterprise Apps Podcast for weekly analysis of enterprise software, AI strategy, and digital transformation