Live! Ep 26 of The Hot Desk w/ Melody Brue, Robert Kramer, and Jason Andersen talking about recent happenings from ServiceNow, Microsoft, IBM, Salesforce, Zoom, and Canva. Join us!
Watch the full episode here:
1:29 ServiceNow
7:02 Microsoft Build
13:07 IBM Think
21:27 Salesforce Connection
26:43 Zoom Perspectives
32:44 Canva Create
ServiceNow
Microsoft Build
IBM Think
Salesforce Connection
Zoom Perspectives
Canva Create
Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
Transcript:
Melody Brue: Hello, welcome to this week’s edition of the Moor Insights & Strategy Hot Desk Podcast. I’m Melody Brue. I am joined today by Robert Kramer, our VP and principal analyst of ERP and Impress Data, and Jason Anderson, VP and principal analyst of DevOps and application platforms. Hello both of you.
Robert Kramer: Hey.
Jason Anderson: Hello.
Melody Brue: So on this show we talk about all of the tools, trends, and trajectories in so many things. Now we keep adding things, so people, tech, marketing technologies, enterprise apps, ERP, CRM, now DevOps, since we’ve had Jason join us many times. And of course the glue that holds everything together, the data. So we are talking today about several different events that have happened within the last couple of weeks, ServiceNow, Microsoft Build, IBM Think, Salesforce Connection, Zoom Perspectives and Canva Create, so many things. Not all of us were at all of them. Some of us were live at some, virtual at some, so we’re going to do a little bit of a roundtable today, similar to actually if anybody who’s watching has seen Pat Moorhead and Daniel Newman do the six five where they do six topics, five minutes each. We’re going to get it going like that.
Robert Kramer: Great.
Melody Brue: So we are going to start with ServiceNow and I’m going to actually kick that to Jason. We all collaborated on a Forbes article, which is linked in the show notes, but I’m going to kick that off to Jason to talk about what ServiceNow has going on and what they announced.
Jason Anderson: Absolutely. Thanks Mel. I think ServiceNow is really trying to break out from their historical place of significance, which has been around the IT and IT support or even customer support for frontline business as well, area. And they have a lot of pieces and they were able to really demonstrate some pretty powerful things about why they are a capable platform for going beyond just the scope of what they’re historically known for. I think the introduction of development integration tools, the workflow capabilities, and then of course a pretty big healthy dose of generative AI are all technology pieces that came together. But it wasn’t just about the technology bits because they also started to color outside the lines a bit in terms of the solution space and I think they were doing some stuff with manufacturing in particular, right Robert, what do you think?
Robert Kramer: Absolutely, and I’ll touch base on that one in just a minute, but yeah, they did hit on some really strong topics outside of the ERP systems, which was manufacturing and linking those processes together. But Mel, why don’t you jump in? I think you were going to touch on this next.
Melody Brue: Sure. Yeah, I mean I think in general what they’re aiming to be is the platform of platforms and really being the front end of any enterprise application. So I think we can see this in the Forbes article. I gave a couple of examples of how this can, you could see this happening in a, say work day situation where ServiceNow can be that top layer where that’s the entry point into a work day. And I think that that’s really their goal is where they will be that front end or top layer to any enterprise app. And I think it’s just a matter of whether they can connect that data. But it certainly makes for a good user experience if that data, all of those different various points of those data points can be connected. I think that they have really a good chance of breaking down or bridging those silos throughout the whole business and bringing all that data in together so that in that example of say HR, it’s not hopping from one thing to the other to get the answers or the workflows that you need.
Jason Anderson: I think what was impressive about it is that there have been attempts to do these breakthrough types of break down the silo types technologies. I mean if you saw a lot of that service oriented architecture, you saw ERP systems attempt to do this a few years ago as well. And I think the two things that are standout in terms of what makes this different was the first is the more workflow centric approach to it, which is really the actual human work that glues all this together. And then the second part really is what I would call a very practical approach to GenAI because it wasn’t AI for the sake of AI, like draw me a picture of a purple unicorn eating an ice cream cone. It was, here’s how AI specifically tuned models can actually solve a specific problem you’re trying to do that’s a common business problem, not some sort of more consumer oriented type of magic show or anything like that.
Robert Kramer: Right. Well, I think that you hit on some points that were pretty great with the silo. So the goal is companies have all these processes, but their main application is still the ERP and they focused on data and AI for this platform. But how do you bring all these processes together to work with the ERP systems, like you said, silos. And I think that ServiceNow’s a new platform will help with that because the data’s still going to sit in the ERP systems and these processes are still going on and bringing it all together is super important. So they released a new product, which is the manufacturing commercial operations product, which you talked about briefly, but it’s in the article as well.
But it helps the manufacturers manage a lot of these processes to deal with operations and AI is helping that. So the collaboration of these processes within ServiceNow will help reduce the technology stack. I think in the end, all these companies are trying to do that because these technology stacks are large and as we go through the companies we’re talking about today, we’ll see that they’re actually strengthening their ecosystems with partnering with their competitors to bring best practices and better products to the customer and to help reduce that overall stack in the end. So should we touch on Microsoft next or?
Melody Brue: Yeah, let’s move on.
Robert Kramer: Okay. I think the same theme is going on at Microsoft as well with AI and data. This is more of a developer conference and to give more tools with AI to actually build better applications that are focused a lot on the ecosystem as well. They have a very strong data fabrics product that they enhance with more tools for the developers, better productivity performance as well. They integrated more features for their co-pilot and more things from their .NET libraries as well, but one of their new capabilities is focused a lot of on these connectors to really mesh the silos that we just talked about together as well. So I’ll turn it back over to you guys for that.
Melody Brue: Yeah, so for me, the focus for build for me was really on the collaboration side of things. And of course there was so much talk about Co-pilot, where Co-pilot, I think in terms of collaboration and modern work where we saw just so much progress is on the Co-pilot plus and the AI PCs. And I think also the Co-pilot for Teams and so Co-pilot Teams, which is different than Co-pilot for Teams. So instead of having an individual Co-pilot, you have a Co-pilot for Teams, that Co-pilot can work across Teams, which I think for Microsoft is a little bit confusing because it does work within Teams, meaning within the collaboration platform. But I think what’s interesting for me here is that this Team Co-pilot starts to touch on what people have been talking about as an AI agent, where we’re going from Co-pilot to agent, where it’s almost like a project manager that can start to assign tasks but then also complete tasks on behalf of the group. And I wouldn’t necessarily call it an agent yet, but I think it’s just that one step closer to creating this AI agent within the Team environment. I think we could go on forever about the AI PC, but I have to say as a Mac user, it made me question my life.
Robert Kramer: Me too.
Melody Brue: I’m like, oh my goodness. I feel like between the Snapdragon announcement, battery life, the AI compute at the edge, the number of OEM partners, the number of price points, Co-pilot built in accessible to all of 365, I was like, I might have to switch. I think this is just the start of this, and they did do a comparison to speed, battery life and everything to Apple products on the stage during one of the keynotes. And again, made me question my loyalty to my Mac products, but pretty impressive stuff.
Jason Anderson: Yeah. Let me take it in a bit of a different direction, is on the developer side you also had a lot of announcements and I think a lot of people forget that the tool sets Microsoft put out are consistently at the top of the list in terms of developer tools used. And while these events were going on, actually a friend of mine who’s the CPO of a SaaS firm up here in the New England was talking to me about Co-pilot specifically, and he had mentioned that it was compelling enough to his developers that they were paying for it out of pocket. And once that started to get out in the company, coincidentally it had turned out that one of members of the board of the company was a fan of Co-pilot from another company he advises and they just started reimbursing everybody. If you think about that shadow IT notion that is that starting to emerge with AI tools in the developer space given that everybody has these tools now, it’s sort of an interesting idea.
But the other thing that sticks out to me is also how Microsoft is really working cooperatively with GitHub and how that’s going pretty well, where they’re really just staying focused on what they do best and they’re trying to bring out the best in each other as opposed to sometimes in an acquisition it gets blurry or there’s some sort of overreach and you don’t necessarily see that happening with what’s coming with the announcements, it seems what they’re trying to do is keep Git independent but also be an anchor tenant with it. And I think some of the announcements, especially around Git’s new development tool set, which is Co-pilot driven, which is pretty powerful. It’s not out yet, but certainly something that’s a pretty powerful looking tool set and pretty interesting. Want to move on to IBM, maybe IBM Think, talk about that for a second?
Melody Brue: Yeah, one thing I want to add, I actually just want to unmute myself and I removed myself for a second. Love the live format. You talked about people who were paying for Co-pilot on their own. So Microsoft just released their most recent work trend index and one of the biggest things that stood out to me was the number of people who are bringing their own AI tools to work. They call it BYO AI. So that is a massive trend. I’m working on a piece on that, that will come soon.
Robert Kramer: Oh cool. Oh really?
Jason Anderson: Sounds cool.
Melody Brue: So let’s move on to IBM Think, you were there in person, correct?
Jason Anderson: I was. I was at IBM Think. Clearly yet another AI show in terms of message, but what I’d say is that IBM is taking a very IBM-like stance on it. And what I mean by that is they’re staying in line with their own approach to the market, which is around enterprise customers who demand and require what I’ll call a hybrid environment or environment that is heterogeneous. I think what they did extraordinarily well in the show was to actually go a couple steps beyond some of their recent announcements, notably the announcements that were made at Red Hat Summit. They took a level of depth and understanding as to what the granite models were and why they were useful, which is IBM essentially outsourced 18 models LLMs into the market on an Apache license, which is a very permissive, easy-to-get license. They also put a set of tools out there around training and what they call teaching the models. Those are also open sourced and they’re trying to encourage people to actually contribute their code from those into the wild. So they’re obviously pushing a big thing around OpenAI, not OpenAI the company, but OpenAI the idea. And it was a pretty powerful show.
The other thing that was interesting was they really amped up the diversity in terms of not only who was speaking but the types of companies they were talking about. So they’re definitely trying to, I’d say change their perception a little bit in terms of the market. I’d also say very interestingly that it was a good show in terms of how they set it up, how they organized it. I thought they did a really nice job in terms of not burning people out and subjecting them to 900 PowerPoint slides throughout the day. It was well crafted and they had a lot of access to, and a lot of presentations from the senior leadership there to give. And I think they gave a perspective that was a little different than the Pure Tech show, so it was a good show.
Robert Kramer: Cool.
Jason Anderson: Yeah, I’d say good stuff. The closing thought on it is just, I did release a couple videos on it last week, but there’s another piece coming out. There was a piece about Red Hat Summit that got launched this week that I wrote, but now there’s a follow-up to think that I’ll probably be out early next week. So stay tuned for more in-depth research on that particular topic.
Melody Brue: Cool. Looking forward to that. I didn’t see a ton. I was at several different events actually in person last week. One thing that I’ve noticed recently from IBM is their ability to demonstrate use cases in a way that they haven’t done in the past couple of years. Where I think it allows people to have a better understanding of what IBM is doing and how, and one example is the IBM consulting Microsoft Partnership where they’re actually doing experiential centers where you can go and have hands-on experience of the types of things that they’re doing together.
And I think that that really helps people wrap their brains around the types of things, even if that solution isn’t entirely for your company or the solution that you need, it gives you that hands-on, even something as tangential as their master’s experience that we covered. When you can show something as very, very complicated tech in a way that really makes sense to anybody. And backing that up with the fact that all decision makers, purchasing decision makers aren’t necessarily IT buyers anymore. These experiences that IBM is bringing to the market, I think helps to explain what they do in a way that they haven’t done in the past couple of years. And I think it’s really smart. So that was cool
Jason Anderson: Just to follow up on that thread, one thing I thought they did that was pretty powerful in terms of the AI aspect was I went to a session with Adobe who are using the granite models for some of their underlying products, they’re embedding them, and their entire discussion was about web content and marketing. It had nothing to do with your traditional IBM longstanding stuff. It was very much, hey, this is an Adobe presentation, this is how we’re partnering with IBM to make marketing and in particular web content management a lot better. And to your point, I thought it was an excellent presentation from that respect.
I think the other thing that is interesting, and I did get some feedback from some partners at IBM about this is that if you look at what IBM is doing, I think one of the reasons they’ve empowered themselves to do that is by putting spotlights on certain things. But those things aren’t the main drivers of their financial performance, to be honest, if you look at their work that they’re doing in AI or the work they’re doing with Red Hat and those types of things, that doesn’t even represent half their revenue probably. It might not even represent a quarter of their revenue, but that’s all they seem to be talking about and they’re really honing in on those types of use cases. Whereas I think in the past, I mean I worked at IBM a long time ago and even relatively short history past, they were always compelled to talk about the whole business all the time, to represent the entire business. And I think that really confused people at times in terms of what their message was. And it also, it was just too many priorities, so they really couldn’t get the wood behind any arrow.
So I agree with you, Mel, I think they’ve gotten out of their own way a little bit in that regard.
But when you go to a show, think the first day is partner day, the second day is analyst day, then there’s the day for everybody else. Some partners aren’t thrilled about that because they’re actually out there servicing parts of the business that IBM isn’t focused on right now from a marketing perspective, their salespeople are still out selling the stuff. But you get my point. So there is this push-pull where IBM has one direction and not all stakeholders are thrilled about it, but I actually think in the grand scheme of things, it does help, those partners are going to have to figure out how to market on their own and sell on their own, right?
Robert Kramer: Well, from my perspective, I think they’re repositioning themselves around Watsonx the position with AI and data and what Mel said with the experimental solutions, it’s more towards a client-centric solution. Their strategies focuses on building trust. I think you guys probably see that with their relationships that they’re building, their partnerships with Adobe, also with AWS and Salesforce. But I actually had a talk with them recently and they really were strong about these partnerships and how they want to make the customers more part of the equation versus their competitors or competitors and they can’t partner with these companies and they’re having a better product with these joint partnerships.
But when you mentioned the Red Hat openness, Jason, they focused a lot on that and the emphasis around a collaborative approach and the key with the products like the InstructLab, you probably know a little bit more about that than myself, but the Red Hat partnership is really powering that and how that’s really a really big part of their next generation because like Mel, you were saying that they were more of a close-knit company, but their products now are more open and they’re trying to make a more simplistic technology step because it’s complicated. And so how do they get it where it’s not as complicated?
Jason Anderson: Right, right. Yeah, for sure, for sure.
Melody Brue: Well, you mentioned Salesforce and that’s our next topic. And you’re going to lead that one because you attended Salesforce connections virtually, correct?
Robert Kramer: Yeah. And one of the IBM partnerships is with Salesforce, and Salesforce released their new zero copy partner network, which basically leaves the data where it is and instead of copying it over, and data’s obviously a huge topic, but IBM is one of the partners in that network. But this was a conference that focused specifically on data and AI again, and focused on unifying the business data and the customer data to really help marketers and merchants deliver more of a personalized approach and help them give the content that they need from the data that’s available and the zero copy component is a real critical factor of where the data is going to be.
So it was pretty interesting. I was virtual because of some situations at home with a new baby, but I tried to attend as many of these conferences virtually. I don’t think we get as much out of it virtually as we do when we’re there. It’s just such a different factor. For some new enhancements on the data cloud, which is a big component for them dealing with commerce as well that they unveiled. But I’m looking forward to attending some functions next week. But your perspectives as well on Salesforce?
Jason Anderson: Yeah, I didn’t have a lot. I mean, what I would say is that I sat with their investor analyst meeting last night and I put out some stuff on it on LinkedIn and Twitter today or X, I guess. But I think there was a point that I was trying to drive home, which is they believe very firmly that their data set and all the data and transactions that they produce is going to be instrumental in a successful application and usage for customers on AI. They touted their data cloud quite a bit and how it integrates with multiple clouds. So I think they too are telling a similar story. The only thing that gave me any caution was they didn’t raise their revenue projections, but they raised their EBITDA projections.
And when I look at AI, the first thing that I think of is it’s expensive. So are they going to be able to deliver and execute upon this vision that they have? Are they going to be able to do it or are they going to need more money to do it than they might think? But nonetheless, yet another technology company that is starting to formulate a real, what I’ll call a real strategy around AI beyond just kind of, hey, this is cool tech, this is actually how it’s going to apply and impact their individual product lines. So a lot to dig into and look at that down the road.
Melody Brue: Yeah, I would agree to that. I think that having the real AI strategy and also the monetization strategy as you mentioned, how do you get this done? I think also really being able to use data very specifically for customer experiences, and that was a really big focus from what I saw. I wasn’t able to attend all the sessions, but from what I saw from Salesforce connections was on the marketing and commerce stuff, that it’s really all about using that data to drive better customer experiences.
Robert Kramer: Just on that note, don’t you both think you have all these data clouds, to get the data right, the implementation of those, the change management around that is an intense function and a lot of these companies aren’t really addressing that. So looking at where the data sits, where it needs to go, getting that right to actually work properly, I don’t think is necessarily being addressed the way it needs to. But Salesforce is one of those with their data cloud and getting the data right so it could be used in the functions that they’re proclaiming it.
Jason Anderson: So let me give you a micro anecdote on that. Right now I’m actually about two thirds of the way through a data science and machine learning course that I’m taking in my spare time with MIT, and every lab and every week we get a new lab to do. And I can tell you right now that probably about 50% of the time is not doing machine learning. Actually, it’s the minority of the time. The majority of the time we spend in the labs is data preparation. So I couldn’t agree with you more, and I do think that there is a situation now where you’ve got people talking about the end stuff and it’s almost like going into a house and buying it because the cabinets look cool. Well, what about the heating system? What about the floors? Is it the roof okay? All that stuff is important too. So I do think you’re absolutely right that people aren’t necessarily accounting for it and/or customers as they get this feature set aren’t going to necessarily be able to glide into the on-ramp of it because their data might not be good.
Robert Kramer: Right. It’s a great subject. Might have to have a podcast just on that, but anyway.
Melody Brue: All right, well, let’s move on to Zoom Perspectives. So I was in New York at Zoom Perspectives and speaking of Zoom, I wish that everybody had the noise cancellation, as you heard a few minutes ago, the dog was barking. And if we were on Zoom, you would’ve not have heard that dog barking. So the noise cancellation on Zoom is actually quite extraordinary. So Zoom Perspectives is an analyst event, and we just got a really good view of what Zoom is really focusing on, their next expansion I would say. Zoom is so known for video and they have so many other things beyond video, including contact center and Zoom Phone, Zoom Workplace. There’s so many things that I think people don’t know Zoom for, but actually if people use more, what they find is that if people use two or three of their products, it’s a lot more sticky for them.
So that’s really where their focus is right now is getting people to use more of the products, big focus on the contact center. They’re doing a great job with disrupting this on-prem contact centers, their AI, they’re not playing around with AI. So I actually asked some questions from them about AI because they’re not just, first of all, they have their AI meeting summaries and they do have this revenue accelerator AI, which they do charge for, but most of the AI is no additional charge. So they’re really getting people to actually use their AI, but they have a very solid team of people who are leading AI just brought over another new person from Microsoft.
So they’re very serious about what they’re doing with AI, and I think that they’re planning to compete in this space. It’s not just like, oh, we can give you a meeting summary. They’re really digging into how they can add in sentiment analysis and employee engagement and agent health and those types of things. So I think that they really have a space to compete there. They also have recently, well, last year they acquired Workvivo, which is an employee engagement platform. Meta just sunsetted their employee engagement platform and named Workvivo as their sole preferred migration partner. So all of the Facebook for work people will now be migrating hopefully to Workvivo. I mean obviously they can choose another provider, but it’s going to be a lot easier for them if they go through Workvivo.
So in general, I think Zoom Perspectives was a really good opportunity to dig deeper into what they have coming up. There were some things that we didn’t talk about, which I was somewhat surprised about on the security front. I know their security posture, I know what they’ve done in terms of how they treat privacy and security. But after Zoom perspectives, just on Twitter, X, I saw that they’re quantum prepared and I’m like, wait, where’s this coming from? I mean, it was like they’re really going for it with that. So in general, it was a really great event. One of the best parts of it, just personally, but also just from a really interesting technology standpoint was we got to go to the MLB headquarters, their technology center, and see-
Robert Kramer: That’s cool.
Melody Brue: … that Zoom replay center where if you have a call on any field throughout the country, they send it back to New York and the umpires review it there, and Zoom powers that. But we got to see all of the technology. It was so cool, you guys, they have these rooms where they just have monitors all over. They have temperatures of all of the racks throughout every single park. They have the health of all the things happening in all the parks.
Robert Kramer: That’s cool.
Melody Brue: Rooms where they’re broadcasting everything. It was really cool that the amount of technology that it takes to run the operations of MLB is amazing. And it was so interesting to see that and to see how much a part of it Zoom participates in. So that was really cool to see. I’m a big baseball fan. Two of my boys play baseball, so that was very, very interesting to see. You guys are Zoom users, any questions you have about what’s going on with the company? Any thoughts, feelings?
Jason Anderson: Not me particularly. I mean-
Melody Brue: I don’t want to put you in the spot.
Jason Anderson: … I’m in the camp of, hey, the video conferencing works great, I guess I have to go learn more. I guess that’s where I am. I’m at the basic level of education, unfortunately.
Robert Kramer: It’s cool how they’re using data and how the Zoom and MLB, I mean it’s changing sports, all this data and how it’s accumulated and done, especially how the instant replay is being used in sponsoring MLB and you’ve seen it firsthand, is probably just one of the coolest things.
Melody Brue: It’s very cool.
Robert Kramer: Yeah, glad you had a good time. Fun.
Melody Brue: Very cool. All right. Onto the next thing. So I went from New York across the country to Los Angeles for Canva’s first US analyst, well actually their first US event, it wasn’t just for analysts. Analysts were actually a very small part of the event, it was customers, users. So Canva is making a very big push into the enterprise. And I think there’s an interesting position here for Canva because I feel like Gen Z has grown up on Canva. Canva is very smart in that they give it away in education and nonprofits, so people are very used to using Canva. It’s very easy to use compared to what I think a lot of people consider some Adobe products to be more complicated. They’re built for real creatives. It’s not just like, oh, I need to create this real quick graphic. So a lot of people are very familiar with Canva.
But typically it’s been small teams, it’s individual users. Now they’re doing this big enterprise push. I think, so they’ve done a recent acquisition that I think pushes them a little over the edge from being, I would say almost cutesy Canva-y to a little bit more serious design elements. But I think they definitely have, it is hard to compete with Adobe when you’re talking about real serious creatives. They’re making a big push there and I think that I posted something on LinkedIn. I think that there’s a very nice sliver that they’ve carved out where they have the Canva users that have matured enough or advanced enough that they want those more advanced features that sits in between the Adobe users that are a little too creative, elitist and want more controls.
Because a lot of the things within Canva are templates. They have a lot more coming. They showed us roadmap stuff that there will be stuff that is much more custom coming down the road, but most of it is built-in templates. And so there is this really nice, I think, sliver that they’ve carved out in the enterprise that users in finance, HR, very specific users that aren’t even marketing groups but that aren’t the creative types are going to, this is a sweet spot for them, if that makes sense. They did get a little bit of criticism on Twitter over the weekend for some singing and dancing that they did on stage about security, and they rapped about security. I was there and it wasn’t as-
Robert Kramer: Probably fine.
Melody Brue: It was fun, it was fine. They took it seriously. It wasn’t as what people on Twitter were calling cringe. So it didn’t tank in person the way that I think people were saying online, at least on ex-Twitter, because they talked about it, this was sort of just a skit. They do have a very serious security posture and I think I liked their leadership team. I liked being able to hear the vision for the future. I would like to see a little bit more data analytics about the performance of content without having to go to say, an Adobe to track content or to use social media platform to track the performance of content. But other than that, I think that it was a really nice event, very well put on. And like I said, I think they’ve carved a little space for themselves. Definitely there’s some users of a certain generation that are just going to immediately gravitate towards that. And we’ve talked about bring your own AI, I’m sure, 100% sure that there are people who are bringing their own creative tools to work. And I would guess that Canva’s at the top of that list.
Robert Kramer: It’s easy to use. It’s a newer software. It’s different than PowerPoint or Adobe. It’s a different breed. I think, like you said, it’s a niche that they have that they’ve carved out. It’s simple. It what you see is what you get. It’s one of those new software packages. I like it.
Jason Anderson: I used it to make the header on the last post that just went up for me today.
Melody Brue: Excellent.
Robert Kramer: There you go.
Jason Anderson: So I brought my own Canva, yes.
Melody Brue: Yes. BYOC.
Robert Kramer: Me too.
Jason Anderson: I love that tool. I’m a big fan, so yeah.
Melody Brue: Great. All right, well we’re totally over time here, so let’s talk quickly about what’s coming up. Well, actually I’m off to Cisco Live on Monday, and then I will be back here in Austin for Zoholics where Robert will be joining. And what about you guys, what you got coming up?
Robert Kramer: I’ll be at SAP Sapphire Sunday through Tuesday, then Zoho. But what’s interesting about SAP is really want to see what the ERP industry is up to. SAP said in their earnings that it’s going to be some of the best next five years for the ERP is the growth. It’s fueling the data for all these applications. We’re going to see how they’re migrating the data to all these applications, who their primary ecosystem partners are going to be, and how AI is driven through their whole platform. So I’m excited about that. And then joining you at Zoho and in Austin, and it should be a really good week.
Melody Brue: Yeah. Good stuff. And Jason?
Jason Anderson: I’m going to take a short vacation.
Melody Brue: Yeah, I wasn’t going to say anything. All right.
Jason Anderson: And I don’t have any shows lined up, but I have a pretty full research agenda coming down the pike in the next couple of months. So I’m sure there’ll be more shows. But for now I’m going to go a little bit deeper.
Melody Brue: Excellent. Well, enjoy your vacation and when you get back we’ll do another pod and we’ll talk about all the things going on. Sorry we went a little bit long here. We’re not like Pat and Dan who can do five minutes, we got to practice that. But for all of you who joined us, thanks so much for joining us. If you like what you saw, please hit the subscribe button. Please also follow us on Twitter or just hit us up on Twitter or X. We got to call it X. Let us know what you’d like to hear about. Let us know what you liked, didn’t like, whatever you want to talk about next. And we’d love to incorporate that into future shows. And for now, I’m Melody Brue, joined by Robert Kramer and Jason Anderson. And we will see you next time. Thanks.
Robert Kramer: Thank you.
