Oracle announced the launch of Oracle Manager Edge, an AI-powered coaching assistant integrated into Oracle Fusion Cloud HCM. The tool provides real-time, personalized guidance based on workforce signals like performance reviews, goals, and feedback to improve employee engagement and retention. It functions as a dedicated coach within Oracle Touchpoints and is accessible via communication tools like Slack and Microsoft Teams. This new capability reinforces Oracle's broader strategy of embedding AI into its cloud applications to connect HR processes from hire to retire.
Atlassian Launches Forward Deployed Engineering Program for Enterprise AI
Atlassian Corporation announced the launch of its Forward Deployed Engineering program, which embeds senior applied AI engineers directly into customer environments to deploy production-ready AI solutions. The program targets a gap between AI adoption and business impact: while 85% of knowledge workers use AI, only 6% of executives can point to clear, organization-wide ROI, according to Atlassian's report Leading with Context: Lessons from Atlassian's AI Journey. Avani Prabhakar, Chief People and AI Enablement Officer at Atlassian, said the company is seeing 50% higher AI adoption in engaged accounts as a result of embedding engineers with customers. In Atlassian testing, grounding AI agents in the Teamwork Graph produced answers that were 44% higher quality while using 48% fewer tokens. Expedia used the program to archive 600,000 pages across Confluence and save approximately 3,200 hours annually, with engineering teams now running 10,000+ agent invocations each month across 50 live projects, while Reddit is partnering with the engineers to accelerate its enterprise AI transformation. Engagements typically run 12 weeks, and Atlassian is also releasing The Atlassian Forward Deployed Engineering Playbook.
Artificial Intelligence › AI Applications & Copilots ▲Technology
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TEAM · Technology · Positive Atlassian launched a Forward Deployed Engineering program embedding AI engineers to deploy production-ready enterprise AI solutions, with customer wins like Expedia and Reddit.
eDreams ODIGEO Partners With Amazon Alexa+ to Power AI Travel Search
eDreams ODIGEO announced a strategic collaboration with Alexa+, Amazon's next-generation AI assistant, to power travel discovery and booking. The integration uses eDreams ODIGEO's proprietary Model Context Protocol technology to connect its travel platform and operational voice to Alexa+, letting customers find and book flights, hotels, and car rentals through natural-language conversation. The company said the deal opens a new acquisition channel as its travel subscription model expands toward a goal of 13 million subscribers by March 2030. eDreams ODIGEO Chief Technology Officer Carsten Bernhard said conversational artificial intelligence is the latest major technological wave and a powerful accelerator for the business. The collaboration follows the Alexa Plus Partner summit held in Seattle last July, where eDreams ODIGEO was featured in the CTO Innovation Series hosted by Amazon Alexa.
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0QS9.LSE · Demand · Positive eDreams ODIGEO's integration with Alexa+ opens a new acquisition channel for flights, hotels, and car rentals, supporting its subscription growth goal.
Atlassian Unveils AMP Protocol for Human-AI Teamwork at Team '26 Europe
Atlassian announced AMP: The Agentic Multiplayer Protocol at its Team '26 Europe conference, a new protocol that lets AI agents work alongside human teams in the flow of work. AMP gives agents context, identity, and governance, allowing them to participate through @mentions in Confluence, Jira comment threads, or Loom video briefs, while the Atlassian MCP Server pulls in context from third-party tools like Figma or IDEs. Every agent under AMP has a clear owner and distinct profile, appearing in real-time presence bars and cursors alongside human teammates, and agents are grounded in the Teamwork Graph, which now connects more than 250 billion objects and relationships. Atlassian also introduced a new Atlassian MCP Server, which now has nearly 2 million monthly active users and handles over 15 million daily tool calls, a 15x jump in six months, using up to 25% fewer tokens for the same Jira and Confluence work in internal benchmarking on Claude models. The company said it has shipped over 120 enterprise capabilities during the last year, with people and agents now working together more than 10 million times a month, and announced new capabilities including Agent Sessions, Non-Human Identities, Record for Agent, and Interactive PR Reviews.
Artificial Intelligence › AI Applications & Copilots ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
Artificial Intelligence › AI Tooling, Data & MLOps ▲Technology
TEAM · Technology · Positive Atlassian unveiled AMP protocol and new MCP Server enabling AI agents to work alongside human teams, a product/R&D development.
ServiceNow Launches Flow AI Service Desk, Adds Recolabs and LogicMonitor Integrations
ServiceNow has launched Flow by ServiceNow, a conversational AI-native service desk that can be deployed in a day with no infrastructure, while partners Recolabs and LogicMonitor expanded integrations to extend security and AI agent capabilities on the ServiceNow AI Platform. The launches and partnerships come alongside client outcomes including INRY's rapid EmployeeWorks rollout and the Bundesliga's consolidated fan-service hub, showing ServiceNow's AI-centric workflows being adopted across IT, employee experience, and CRM-style fan engagement. ServiceNow's narrative projects $25.1 billion revenue and $4.1 billion earnings by 2029, requiring 19.4% yearly revenue growth and roughly a $2.4 billion earnings increase from $1.7 billion today, with a $144.99 fair value implying 5% upside to its current price. The lowest analyst estimates are more cautious, with revenue reaching only about US$24.5 billion and earnings about US$2.4 billion by 2029, and skepticism that ServiceNow can sustain 20 percent to 30 percent AI price uplifts. The Flow launch and new AI partnerships reinforce the core AI workflow thesis but do not materially change near-term catalysts around AI monetisation or the key risks tied to security incidents and potential multiple compression.
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Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
NOW · Technology · Positive ServiceNow launched Flow, an AI-native service desk, and expanded partner integrations, advancing its AI workflow product offering.
ServiceNow COO Amit Zavery Bullish on AI Demand, Targets $30 Billion
ServiceNow President and COO Amit Zavery said the company remains bullish on enterprise AI demand and continues to beat and raise all its financial metrics. Speaking with Haslinda Amin on the sidelines of Token2049 in Singapore, Zavery said ServiceNow's growth rates have accelerated and that its AI-native product portfolio, including AI Control Tower, AI Workflow Factory, Autonomous Engineer and the recently launched Flow, is driving adoption. He dismissed concerns that customers are insourcing software, saying building software is usually just 20% of the cost of running and operating enterprise software, and that large language models account for less than 8 to 10% of ServiceNow's technology stack. Zavery said recent acquisitions, including Armis and Vectra, have made ServiceNow the eighth largest cyber security vendor in the world and augment rather than mask its core business, which he described as very strong. He said the company's plan to reach $30 plus billion dollars in the next three years remains on track, and that ServiceNow will stay product-led while continuing to look at acquisitions that extend its capabilities.
Artificial Intelligence › AI Applications & Copilots ▲Demand
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Demand
Artificial Intelligence › AI Tooling, Data & MLOps ▲Demand
NOW · Capital · Positive Company continues to beat and raise all financial metrics and its plan to reach $30+ billion in three years remains on track.
NOW · Demand · Positive COO says enterprise AI demand is strong and AI-native products like AI Control Tower and Flow are driving adoption, with growth accelerating.
Oppenheimer Keeps Outperform on Salesforce as 85% of Customers Try Agentforce
Oppenheimer maintained its Outperform rating and $275 price target on Salesforce after a Dreamforce customer survey, though analyst Brian Schwartz said the results point to healthy spending rather than a pickup in demand. About 85% of surveyed customers have either tested or deployed Salesforce's AI product Agentforce, but nearly half are still testing or running pilots, leaving it unclear how quickly they will move to full adoption. Oppenheimer also flagged risks: roughly 40% of data is handled by a third-party provider rather than the company's Data 360, and AI tools could potentially come between Salesforce and its users. Salesforce trades at a forward P/E of 14.13x, roughly 51% below its five-year average of 29.19x, with analysts projecting EPS growth of 33.82% for the year ending January 2027, followed by a 4.38% decline the next year before growth returns to roughly 15% to 17%. Hedge fund ownership slipped from 101 funds at the end of Q1 2026 to 99 funds at the end of Q2 2026, while short interest stood at only 4.54% of float as of September 15, 2026.
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CRM · Capital · Neutral Oppenheimer maintains Outperform and $275 target on Salesforce after Dreamforce survey, citing healthy spending but no demand pickup and flagging third-party data and AI disintermediation risks.