Zoom Video Communications IncZM
▲ PositiveTechnologyrelevance
Workvivo by Zoom launches AI-native digital headquarters built on Zoom's AI technology, enhancing Zoom's product offering.
Impact on assets 5
Artificial Intelligence
Consumer Discretionary
Zoom Corp.6694
▲ PositiveTechnologyrelevance
Workvivo by Zoom launches AI-native digital headquarters built on Zoom's AI technology, enhancing Zoom's product offering.
Cloud & Digital Infrastructure
Workday IncWDAY
Mentioned
Theme Impact 3
Off-coverage companies
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United States▼
Chase Expands Chase Payroll, Powered by Gusto, to Business Banking Customers
Chase for Business announced the expansion of Chase Payroll, powered by Gusto, to eligible Business Banking customers, bringing payroll alongside the banking and payment activities customers already manage through Chase. The move follows Chase research in which 89% of business owners said they would find it valuable to manage payroll within the same platform they use for business banking and payments, while 37% said meeting payroll put pressure on cash flow over the last six months. Powered by Gusto's payroll technology and expertise, Chase Payroll lets business owners manage payroll, taxes and employee payments directly within Chase Business Online, with next-day processing for eligible business checking customers, prefilled onboarding, automatic calculation and filing of payroll taxes, and connections to select integrations including Everyday 401(k) by J.P. Morgan retirement plans. Stevie Baron, CEO of Chase for Business, said small business owners want tools that work together, and Tomer London, Co-founder at Gusto, said the partnership brings Gusto's payroll, tax and compliance experience directly into the banking platform small businesses already use. Chase Payroll is the latest addition to Chase for Business's suite of value-added services, which also includes Business Credit Journey, Customer Insights and Invoicing.
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Cloud & Digital Infrastructure › Horizontal SaaS ▼Technology
JPM · Demand · Positive Chase expands Chase Payroll, powered by Gusto, to Business Banking customers, adding a new service offering for its business clients.
Gusto, Inc. · Demand · Positive Gusto's payroll technology powers the expanded Chase Payroll offering, extending its reach to Chase Business Banking customers.
GlobalStrada and EY Form Strategic Alliance for Global Payroll Solutions
Strada and EY announced a strategic alliance to set a new standard in integrated global payroll solutions. The alliance combines Strada's global payroll technology, certified Workday and SAP integrations, professional services and global payment capabilities with EY's global payroll, tax, mobility and workforce advisory capabilities and client base, with EY operating across 180+ countries. Strada Chief Executive Officer Colin Brennan said the alliance connects technology, local expertise, compliance, data and services into an integrated global payroll and workforce solution. EY Global PAS Tax Leader Gerard Osei-Bonsu said the alliance fundamentally changes how global payroll is delivered, giving clients more workforce flexibility and choice under a single, globally governed structure with real-time insights and stronger compliance. The two firms said they will continue to harness advances in AI to accelerate integrated global payroll and workforce solutions.
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Cloud & Digital Infrastructure › Horizontal SaaS Technology
Ernst & Young Global Limited · Demand · Positive EY forms a strategic alliance with Strada, expanding its global payroll, tax and workforce advisory offering to clients across 180+ countries.
Strada · Demand · Positive Strada's global payroll technology and services are combined with EY's client base and advisory capabilities in a new strategic alliance.
GermanyUnited States▲
Bundesliga Names ServiceNow Official CRM Partner as 89% of Fan Queries Resolve at First Contact
Bundesliga has selected ServiceNow as its Official CRM Partner, expanding ServiceNow's existing role as Official Workflow Partner for the German top professional football league. Since implementing ServiceNow Customer Service Management in August 2026, Bundesliga has consolidated fan services from seven digital channels onto a single platform, where 89% of fan enquiries are now resolved at first contact. The number of fan cases created has fallen by more than 50% since the season start, even though seven intake channels now run on a single platform instead of five, a result Bundesliga attributes to automation of recurring enquiries and a centralized knowledge base. Bundesliga and ServiceNow plan to extend the platform beyond fan services to additional stakeholders and processes across the Bundesliga ecosystem, including digital workflows for external service providers, partners and clubs, plus a centralized club portal. Bastian Zuber, Chief Product & Technology Officer of Bundesliga Media, said the platform has transformed fan engagement and brought the league closer to its vision of becoming the world's most fan-centric sports league, while Paul Fipps, President of Global Customer Operations at ServiceNow, said Bundesliga is resolving 89% of fan inquiries on first contact by connecting the entire customer experience on one intelligent platform.
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Cloud & Digital Infrastructure › Horizontal SaaS ▲Technology
Artificial Intelligence › AI Applications & Copilots ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows Technology
NOW · Demand · Positive Bundesliga selected ServiceNow as Official CRM Partner and is expanding its platform across the league ecosystem.
United States▼impact 4
Meta Launches Enterprise Platform, Triggering Selloff in Software Stocks
Meta Platforms launched the Meta Enterprise Platform on September 28 as a new business pillar built around its AI technology stack, giving businesses and developers access to tools including the Meta Business Agent, Muse Code, Muse Agent, and Muse API. The market read the move as a competitive threat to enterprise software, sending the iShares Expanded Tech-Software Sector ETF down 2%, ServiceNow down 5%, monday.com down 7%, and MongoDB down 25%. Meta recruited MongoDB CEO Chirantan "CJ" Desai to lead the initiative, and Meta CEO Mark Zuckerberg pointed to Desai's background in full-stack software, security, AI, infrastructure, and business applications. The announcement also dragged down Microsoft by 2%, Salesforce by 4.5%, Oracle by 3%, Adobe by 4%, Figma by 6%, and SAP by 3%. Meta has tried enterprise before, having fully decommissioned its Workplace product in May 2026 after a decade, though recent SaaS results cut against the idea that AI automatically destroys software demand, with MongoDB growing revenue 30% in its latest quarter and raising guidance while ServiceNow's subscription revenue climbed 24.5%.
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Artificial Intelligence › AI Applications & Copilots ▼Competition
Cloud & Digital Infrastructure › Horizontal SaaS ▼Competition
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Competition
Artificial Intelligence › AI Tooling, Data & MLOps Competition
META · Technology · Positive Meta launched the Meta Enterprise Platform, a new business pillar built around its AI technology stack (Business Agent, Muse Code, Muse Agent, Muse API).
MDB · Competition · Negative Meta's new enterprise platform is read as a competitive threat to enterprise software, sending MongoDB down 25% and prompting Meta to recruit MongoDB's CEO to lead the initiative.
United StatesAutodesk Names Diana Colella to Lead AEC Business
Autodesk has named Diana Colella executive vice president of its architecture, engineering and construction business, succeeding Amy Bunszel, who previously announced her retirement and will remain with the company through November 2, 2026, to support the transition. Colella will lead Autodesk's largest industry business as the company enters its next phase of AEC growth, driven by Autodesk Forma, its industry cloud that connects data, context and workflows to deliver AI and project intelligence across the AEC lifecycle. In the role she will advance the Forma strategy while continuing to evolve desktop products such as Revit and Civil 3D and connecting them more closely to Forma workflows. Colella brings nearly three decades of Autodesk leadership experience spanning finance, strategy, sales, operations, product management and industry leadership, including leading the AutoCAD business and helping launch One AutoCAD, and most recently leading the AI transformation of the Media & Entertainment business, where she advanced the Flow platform strategy and expanded Autodesk's role across the production lifecycle through acquisitions including Moxion, PIX and Wonder Dynamics. She will continue to oversee the Media & Entertainment business and will open a search for a new leader reporting directly to her.
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Smart City / Autonomous Infrastructure › Geospatial, BIM & Urban Digital Twin ▲Technology
Cloud & Digital Infrastructure › Horizontal SaaS Technology
Artificial Intelligence › AI Applications & Copilots ▲Technology
ADSK · · Neutral Autodesk names Diana Colella EVP of its AEC business, a leadership change with no clear financial or product impact stated.
United StatesCiti Names Box, Navan and Appian Top Application Software Picks, Downgrades Dropbox to Sell
Citi has updated its rankings for U.S. application software stocks, naming Box, Navan and Appian as its reiterated top picks while downgrading Dropbox to Sell. The investment bank said it is prioritizing companies with clear acceleration paths supported by differentiated artificial intelligence strategies that analysts believe remain underappreciated by the market. Citi also made adjustments to other coverage names, including Manhattan Associates and Workday, due to valuation concerns. The bank noted it continues to favor infrastructure-like names where consumption-driven monetization potential exists, a description it applied to all three of its top picks. The rankings update follows recent adjustments to earnings estimates and valuations, with Citi reassessing the back office software landscape.
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Artificial Intelligence › AI Applications & Copilots ▲Capital
Cloud & Digital Infrastructure › Horizontal SaaS Capital
APPN · Capital · Positive Citi reiterates Appian as a top application software pick, citing underappreciated differentiated AI strategy.
BOX · Capital · Positive Citi reiterates Box as a top application software pick with a clear acceleration path and AI strategy.
DBX · Capital · Negative Citi downgrades Dropbox to Sell in its updated application software rankings.
NAVN · Capital · Positive Citi names Navan a reiterated top application software pick with consumption-driven monetization potential.
MANH · Capital · Negative Citi adjusts Manhattan Associates coverage due to valuation concerns.