Enterprise

Enterprise companies are large scale organizations. Enterprise companies covered by the Information include AWS, Salesforce, Databricks and more.
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Naomi Gleit, Meta’s head of product. Henrique Casinhas/Getty Images.
Exclusive

Internal Memo Reveals Meta’s Plan to Kickstart Its Enterprise AI Business

By Jyoti Mann · May 27, 2026 3:09pm PDT · 2 comments
Meta Platforms plans to place engineers and product managers inside large corporate customers as part of a new unit at the social-media giant to push businesses to use its AI tools and services. In an internal memo, senior executive Naomi Gleit said the new organization, called Enterprise Solutions, will be made up of product managers who... Meta Platforms plans to place engineers and product managers inside large corporate...
Shantanu Narayen, Adobe chairman and CEO. Stefani Reynolds/Bloomberg via Getty Images.
The Briefing

Adobe CEO’s Departure and Enterprise Software Stress

By Martin Peers · Mar 12, 2026 5:00pm PDT · 2 comments
The Saaspocalypse may have claimed another scalp! Adobe said Thursday its longtime CEO and chair, Shantanu Narayen, had decided to give up the job as soon as his replacement can be found. Less than two months ago, Adobe had given Narayen an annual grant of stock, to vest based on the company's stock performance 2028, suggesting the board wasn’t... The Saaspocalypse may have claimed another scalp! Adobe said Thursday its longtime CEO and chair,...
Anthropic CEO Dario Amodei via Getty
Applied AI

Anthropic and JPMorgan Seem to Agree That AI Isn’t Eating Enterprise Apps Yet

By Amir Efrati and Kevin McLaughlin · Jan 27, 2026 11:37am PST
AI has been a frequent bogeyman to software stocks in the past year, with investors worried that AI agents could erode seat-based subscription pricing models and long-term growth. Shares of big incumbents such as Salesforce, Workday, Hubspot, ServiceNow and Adobe are down anywhere from 29% to 58% in that time frame, prompting some analysts... AI has been a frequent bogeyman to software stocks in the past year, with investors worried that...
The Prolonged Write-Downs in Enterprise Software Startups
Dealmaker

The Prolonged Write-Downs in Enterprise Software Startups

By Laura Mandaro · Jul 7, 2026 4:30pm PDT
It’s not easy to run an enterprise software company these days. For the nth example of this, read the latest story by my colleague Laura Bratton, who describes how an Atlanta real estate manager replaced Salesforce software with a custom app developed using Replit and Claude Code—saving $100,000 a year. Yipes. Fears that companies will... It’s not easy to run an enterprise software company these days. For the nth example of this, read...
Partner Content

The Next Phase of Enterprise AI Is About Decisions, Not Experiments

By The Information Partnerships · Jul 6, 2026 7:53am PDT
At this year’s Milken Institute Global Conference, the discussions around enterprise AI had shifted. The question among executives was no longer if AI would pay off, but how. Many talked less about proving ROI and more about positioning their companies to capture it. That tension—between AI’s capabilities and organizations’ capacity to keep up—... At this year’s Milken Institute Global Conference, the discussions around enterprise AI had...
Enterprise Power List

Introducing The Information’s Enterprise Tech Power List

By Kevin McLaughlin, Aaron Holmes and Amir Efrati · Aug 8, 2022 6:00am PDT
The biggest battle in tech is happening where most consumers can’t see it: the cloud. And a new cast of executives and investors are increasingly calling the shots—making decisions about the future of the battle with trillions of dollars at stake. The Information spent the last several months researching these leaders to compile... The biggest battle in tech is happening where most consumers can’t see it: the cloud. And a...