#software

Emperor Kobayashi has voiced his disappointment that 4k peons have requested the continued use of Microsoft. He DEMANDS we all embrace Google and pretend it's better! Cheap and free is not better. I wonder what remaining customers will think when they find out their info is just one easy hack away. All because Emperor Kobi is a complete id--t.

I’m currently interviewing with a big 4. One of their questions was if I knew other core products. He mentioned that MBP is being offloaded and will be replaced by opencore OS.

Anyone else hear this?

I thought open core was a fake product

So this machine has only workfow software added to it and a Xerox badge, the Xerox jacks the price way up and traps the customer in higher price contracts and consumable costs. And the software crashes more on it. Are customers happy with this?

Given the staff at Wells Fargo is the software being developed biased?

It has been stated in this form many times that software and services is still the key path to company growth. Now do you agree?

(Barrons) SAP Stock Jumps After Earnings. How the Software Giant Became an AI Winner.

Summary

• SAP topped 10 billion euros in quarterly revenue for the first time, and its American depositary receipts jumped 4% in morning trading.

• The company’s cloud revenue rose 25% to 6.7 billion euros, driven by its business artificial-intelligence, data and platform business.

• SAP CEO Christian Klein said customers realized that while large language models are well trained, they lack knowledge about business data.

https://www.barrons.com/articles/sap-stock-software-ai-06a9a19

The software apocalypse never came, and the sector is enjoying a stellar recovery. But the challenge for investors has shifted to another conundrum.

“There’s still the question of who will be a winner and who will be more in the loser box,” SAP CEO Christian Klein told Barron’s on Thursday after the company’s third-quarter earnings.

It’s easier to say that when your company is increasingly showing signs it belongs in the winners category. The German software giant, Europe’s sixth most valuable company, topped 10 billion euros ($11.2 billion) in quarterly revenue for the first time.

Its business AI platform, which uses AI assistants and agents to help companies and organizations manage operations and workflows, is starting to pay off. Cloud revenue jumped 25% to €6.7 billion, driven by its business AI, data and platform business. Its current cloud backlog is up 26% to €24.1 billion.

Software stocks indiscriminately tumbled earlier this year as investors feared that rapid developments in artificial intelligence would disrupt the sector.

SAP was very much caught up in it. The ADRs fell around 40% from the start of the year to its 52-week low on July 23. But the stock has climbed more than 60% in the three months since, beating the iShares Expanded Tech-Software Sector ETF’s rise over the same period.

The sector’s slump led to some soul-searching at SAP. “It doesn’t feel nice. Everyone doesn’t feel so well if the stock is not performing. But especially in those days it was super important to focus on the product and the customers and say ‘is the strategy we have the right one?’,” Klein said.

A number of lessons were learned very quickly, aided by customer feedback.

“A lot of customers realized: Hey, I can develop an agent super quickly and deploy it the next day. But what about the accuracy?” Klein said. “All the LLMs [large language models] are well trained, but they have no clue about [your] business data, about how to run a business.”

That was the first lesson, leading to a realization that SAP needed to build a business AI platform. Then as they experimented it became clear that AI agents had plenty to learn—from tax calculations specific to the U.K. or Germany, data privacy, the inner workings of HR, finance, supply chain, and much more. And crucially, to build trust among the businesses using the AI platform.

Existing customers got their hands on the latest tools in the third quarter but SAP also revealed a list of new clients across sectors, including Spain’s Banco Bilbao, German semiconductor manufacturer Infineon, and South America’s largest railway manufacturer Greenbrier Maxion. The U.S. Defense Logistics Agency is another notable addition. “The [U.S.] government really like what they see,” Klein said. “And we are winning customers in the public sector, so it’s a win-win.” The company also said it’s working with AstraZeneca to develop AI solutions in the life sciences industry.

From a broader perspective, it suggests more and more companies are embracing AI and exploring the potential benefits and efficiencies it can bring.

Shiny, new consumer-facing AI tools like Meta’s Muse may be grabbing the spotlight. But as the world rapidly changes and businesses ramp up their appetite for AI, SAP is looking like a winner.

With so much push on AI how will the software solutions like idrac Vrail PPDM survive? Are they advancing and moving forward? Customers happy?

Any groups at intel are currently hiring? I am looking for software dev jobs.

Received a text from the Comcast Emergency Notification System saying there is a "software" issue with badge access across the company. My friend's team had contractors who were let go, and their badge access stopped working weeks before they were let go. A horrible time to have "software" issues with badge sign in...

I'm honestly confused. For me it's quite literally just a new Workday but worse. Otherwise that's it...

🤭

wf next?

🤭

I was laid off last year and after thousands of applications and plenty of final interviews I've had no luck in getting a job. Even grocery stores and fast food aren't hiring. Has hiring been happening at all in Bellevue or Atlanta for corporate roles?

Is engineering slowly being shown the door in Webster or will they have future roles with Lexmark machines? It seems not much is mentioned anymore with what is going on there.
Last I knew they were doing a few controllers for fuji engines, is that phased out now? Are the software groups staying put or being offshore.
HCL did most of the work I believe onsite, has that changed?

I’ve heard a lot about Polaris…What is it? Will it make anything better for regular hardworking employees?

So, I guess they’ll be moving to
India, too…following the sun

https://app.dealroom.co/news/note/blackbaud-ceo-backs-geospatial-firm-ngs-as-it-shifts-to-software

I'm fairly new to Dell but one thing I've noticed right off the bat is just how far behind we are with our enterprise software solutions. Why is that? We literally have thousands and thousands (we used to anyway) of software engineers yet none of our solutions are really taken seriously in the market. In fact, some of our solutions get laughed at or thrown out like PowerStore or PPDM.

You'd think that as one of the largest IT companies in the industry, we could develop software solutions that were competitive with other vendors to help sell complete turnkey offerings to our customers. But all our customers seem to want is cheap hardware. They go elsewhere for their software solutions. And that's where all the margins are.

Dell software is a joke customers who buy servers won't even use the Dell software because it's junk. How are the teams surviving layoffs.

US Defense and Intelligence - Join the team
https://breakingdefense.com/2026/07/oracle-inks-7-billion-deal-to-consolidate-pentagon-software-purchases/

The company will be leaning into AI for all of internal software and interfacing needs. Internal packages will be abandoned.

So as many people here. Today, early morning 1:1 with manager. Buddy...You are on PIP!
1 month PIP in European country. Software.

Whatever sh-t vendor product they are using to do their screen recording surveillance work, su-ks hard, my Windows laptop last few weeks, has had major pauses and sluggishness when using web forms (any page) , button clicks , or typing, it just pauses for 2-5 seconds, then continues.. WTF

Its pretty clear its a surveillance product as it periodically blanks out my screen , usually in the middle of something , and capturing my keystrokes.... I use these machines exclusively for work, i have my own phone for personal stuff., so I dont care if they want to pay me to wait around, but its stupid frustrating

Any from CSO know what surveillance cr-p theur using and is there anyway to optimize these machines to to be so innundated with cr-p vendor software

AI will do your work for you but make sure you read everything because it doesn't do it right so you're going to spend twice as much time checking the AI. Don't worry about using tokens because we're going to optimize for tokens and anyway no one got to use it this week because we pushed an update and all the agents crashed.

One thing I guarantee: anyone who's good at software development is working for another company, not wells .

This is what happening.

I worked for InAuth, which was acquired by American Express. The company was run by a bunch of people who didn’t understand how to manage a software project, create a marketing plan, or exercise any meaningful leadership skills. Management was highly motivated to increase their frequent flier miles and avoid getting fired before their bonuses arrived. Everyone was interested in making money and getting promoted, but no one wanted to fix the constantly-breaking software. Charles Crupper distinguished himself by his inability to understand who the bad actors were, and to believe every self-promoting id--t who came his way. InAuth could be a business school study in how MBA’s should not run a technical company. Stupid is as stupid does.

Software org got it first. Curious if other orgs are hearing the same thing. This is more restrictive than pre covid now.

I don't know who got the fat bonus for deploying this unusable software straight to production, but seeing as we can't spend any time doing actual work, where do we go to complain about this?

Best line Ive heard in ages, "Oracle is a law firm masquerading as a software company".

https://www.youtube.com/watch?v=py23zYn1GMw

It’s official. A manager officially announced they installed software to monitor offshore folks. Ended up cutting 6 of them. Stated not watching FTEs but that’s a bold faced lie. If you go to the bathroom too long you’ll start being micromanaged be careful out there!

The malignant claws of Oracle, Amazon, Workday and Salesforce have finally dug in deep enough and metastasized. It was inevitable but still very sad.

From the earnings release:
Software — revenues of $7.8 billion, up 5 percent:

• Hybrid Cloud (Red Hat) up 11 percent
• Automation up 4 percent, up 3 percent at constant currency
• Data up 19 percent, up 18 percent at constant currency
• Transaction Processing down 8 percent, down 9 percent at constant currency

$M
Hybrid Cloud 1,998
Automation 1,951
Data 1,782
Transaction Processing 2,030

Obviously Hybrid Cloud = Red Hat and Transaction Processing = all the old legacy mainframe SW like IMS, CICS, TPF, etc. But where do some of the other recent large SW acquisitions go? I assume Turbonomic and Apptio go under Automation? Datastax and Confluent go under Data? Where does Hashicorp go?

My sense is that pretty much ALL of the reported SW growth is coming from those 6 relatively recent acquisitions, not anything actually developed at IBM. But I'm curious which of those acquisitions are contributing most.

I asked someone at the sc aquarium if their blackbaud payment software works well and he said it breaks when they need it most.

Make sure to keep working hard though. Do good. More like do bad worse.

All to line the pockets of Mike G.

Oracle signs 10-year software contract with Pentagon worth up to $7 billion

• Oracle will supply on-premises software to the U.S. Department of Defense over 10 years in a contract worth up to $7 billion.
• The company’s software is common inside large companies, but the business has largely shifted of late to a focus on AI infrastructure.
• Oracle co-founder Larry Ellison was among the first guests to appear at the White House in President Donald Trump’s second term.

https://www.cnbc.com/2026/07/23/oracle-wins-10-year-pentagon-software-contract-worth-up-to-7-billion.html

Pat Gelsinger says the chipmaker went off the rails ‘when it started to be run by business people’. (See: https://finance.yahoo.com/technology/articles/former-intel-ceo-says-chipmaker-185823655.html)

Same rule applies to EDA? A software maker derails the moment it is led by a CAE.

Any engineers hearing about layoffs today?

How special tech talents are hired in states where there are no software development centers?

It allows MS to take screen shots of your computer every so often and store them on the PC.

It amazes me how many d-mb decisions those above me in leadership make. They call in multiple 3rd party companies to direct them when they have thousands of people who have worked hand in hand with clients everyday for multiple decades and know what they want.

Investing in a POS solution wasn't Genius at all. Global put it's self in a market that immediately made all of your biggest partners leave because you are now the competitor.... Instead of increasing what was huge partnerships to just handle the payment processing. Both Tsys, Heartland, and Global all had 1000s of large partners and the companys were profitable but Global blindly decides to disrupt its own base and wonder why they are going broke... Get back to the foundations and focus on being the best payment processor and partner. You cannot compete in a software world where anyone can build their own POS now. Focus on being the payment partner of choice for every software.

https://www.crn.com/news/software/2026/cisco-to-lay-off-471-workers-in-california-software-engineers-hit-hardest