Next · 1 months away
End of the machine-readable marking grace period
S-1 filed with SEC shows $16.3 billion revenue in H1 2026 and $80.7 billion loss, mostly accounting-based. Shares to trade under ANT.
SAP generated €10.3 billion in Q3, a record, with cloud backlog of €24.1 billion. Cloud ERP now accounts for 89% of cloud revenue, and the ECC migration defines consulting project queues in India and Brazil.
Anthropic donates Agent Skills, adopted by over 70 platforms, to Agentic AI Foundation. OpenAI, Hugging Face, and Alibaba also contribute projects, bringing the foundation to ten standards in one year.
Axios reports third-party agents access accounts using customer passwords. Morgan Stanley has begun blocking them; JPMorgan, BofA, and Citi are restricting access.
The British bank eliminates about 5% of its workforce in 2026, with 60% of cuts in support roles, including developers. On the same day, a Goldman note argues that AI-related layoffs tend to precede recessions.
In Q3, AI contributed 30% of IBM's consulting revenue and 35% of contracts, while the division's gross margin fell to 27.4%. The company plans to reinvest productivity into digital assets.
One weekly edition with what matters to people who decide. No ads, no sponsorship.
One-click cancellation, at any time.
