IT Supplier News, Insight, and Market Intelligence.
In this issue:
A Thanksgiving Message from Kellsey Le - CEO
Fiscal Year End Squeeze from IBM, SAP, Workday, SF and Rackspace
Microsoft Overhauls AI Agent Foundry - More Consumption Traps
As America pauses this week to celebrate Thanksgiving, it is a perfect moment to reflect on everything we are grateful for. For me, that gratitude starts with our incredible team. I am fortunate to work alongside talented, committed professionals who show up every day with passion for supporting our Clients and pride in the work we do together. Leading this team is truly one of the greatest privileges of my career.
I am equally thankful for our Clients, both new relationships formed this year and the longstanding partnerships that continue to grow stronger. You trust us with some of your most critical initiatives, and that trust is something we value deeply. You make our work meaningful, challenging, and yes, fun! On behalf of everyone at NET(net), thank you for the opportunity to serve you and for being such an important part of our story.
From our team to yours, we wish you a warm, safe, and happy Thanksgiving.
With Salesforce and Workday both closing their fiscal year on January 31, and IBM, SAP, and Rackspace all operating with predictable renewal and upsell cycles to close out December 31, it is important for CIOs and procurement leaders to recognize the signals and manage these interactions on their terms.
In the article, we examine how we see ‘The Squeeze’ show up for five major suppliers (IBM, Rackspace, SAP, Salesforce and Workday), and and how well-informed customers can convert supplier urgency - into buyer advantage.
Microsoft has significantly re-engineered its Foundry platform, shifting it from a collection of AI tools into a more unified, production-grade system for enterprise agent deployment. In Microsoft’s own words, agents are evolving into “dynamic collaborators” supported by a “modular, interoperable, and secure agent stack.”
This is more than a technical update. It is a strategic reposition.
For CIOs, CTOs, and procurement leaders, this matters because Microsoft is clearly signaling its intent: Foundry is becoming the preferred environment where enterprise AI agents will live, operate, and bill from. This shift impacts how organizations build AI, how they manage it, and ultimately how much they will pay for it.
